Past Events

Past CFA Society Events

Borderless Investing for Borderless Returns

with Ben Helsby, Artisan Partners

2025 - 10 - 23 @ Centre Club

HAPPY HOUR

2025 - 10 - 15 @ The Yard House

La Cantera Parkway

CRYPTO FOUNDATIONS:  A Guide for Investment Professionals

with Connor Sweet and Will Moore

2025 - 10 - 02 @ Chama Gaucha

HAPPY HOUR

2025 - 09 - 17 @ Stone Werks Big Rock Grill

Lincoln Heights

FIXED INCOME INVESTING:  Current Opportunities

with Austin Stockfisch

2025 - 09 - 09 @ The Club at Sonterra

HAPPY HOUR & AGM

CONGRATULATIONS to our Board of Directors for FY26

2025 - 06 - 18 @ Andretti Indoor Karting & Games

SECURITIZED CREDIT:  CURRENT OPPORTUNITIES

with  Dave Goodson

2025 - 05 - 15 @ Maggianos Little Italy 

PERSPECTIVES ON INTERNATIONAL EQUITIES:

with Ferrill Roll, CFA

2025 - 05 - 01 @ Paesanos 1604

SMART BETA 2.0 & THEMATIC INVESTING

with Frank Holmes

2025 - 04 - 24 @ The Argyle

PRE IPO STOCK FUNDS

with Aaron Dillon

2025 - 04 - 17 @ The Club at Sonterra

FORECAST DINNER & NEW CHARTERHOLDERS

With Elections Behind Us; What's ahead for our Economy and our Markets?

with Mike Rode and Alejandra Grindal

2025 - 03 - 25 @ The Club at Sonterra

THANK YOU TO OUR SPONSOR:

AMERICAN CENTURY/ADVANTIS INVESTORS

                                               

THIRD WEDNESDAY HAPPY HOUR

2025 - 02 - 19 @ Paloma Blanca

THE CASE FOR COMMODITIES

with Wasif Latif

2025 - 02 - 13 @ Chama Gaucha

THIRD WEDNESDAY HAPPY HOUR

2025 - 01 - 15 @ Stonewerks

EVENTS HELD PRIOR TO 2025
2024 - 12 - 03 Holiday Happy Hour at Quarry Golf Club
2024 - 11 - 20 Third Wednesday Happy Hour at the Yard House
2024 - 10 - 15 Thematic Strategies:  Future-Focus Strategies with Breanna Dougherty
2024 - 09 - 18 Third Wednesday Happy Hour at Paloma Blanca
2024 - 06 - 27 Annual General Meeting & Happy Hour at Chicken N Pickle
2024 - 06 - 13  Opportunities for a New Commodities Super Cycle with Albert Chu, CFA
2024 - 05 - 30  Essential of Private Real Estate with Jesse Cotter
2024 - 05 - 15 Third Wednesday Happy Hour at Stone Werks Big Rock Grille
2024 - 04 - 18  2024 Elections Landscape with Stephanie Aliaga
2024 - 04 - 17  Third Wednesday Happy Hour at Bar Louie
2024 - 03 - 21  Forecast Dinner & New Charter Event- Macro, Geopolitics & Markets w/Marko Papic
2024 - 02 - 21  Third Wednesday Happy Hour at The Yard House
2024 - 02 - 07  Navigating Value Creation in Private Equity with Jeremy Deutsch
2024 - 01 - 17 Third Wednesday Happy Hour at Paloma Blanca 
2023 - 12 - 11 Global Outlook - Q4 and 2024 with Tim Hayes, Ned Davis Research
2023 - 12 - 06  Holiday Party at High Street Wine Company 
2023 - 11 - 15 Third Wednesday Happy Hour at Piatti - Eilan 
2023 - 11 - 10 CFA Societies Texas - Texas Investor Summit
2023 - 10 - 18 Third Wednesday Happy Hour at Palenque Grill
2023 - 09 - 21 Third Thursday Happy Hour at Paesanos - Lincoln Heights
2023 - 07 - 20 Third Thursday Happy Hour at Bar Louie