2019 Annual Dinner

The CFA Society of Austin
presents the
17th Annual Investment Strategy Dinner

Wednesday, March 6, 2019 • 5:15 pm – 8:30 pm

Program Theme

The Future of Investing

With Special Guests:

The Austin Investment Strategy Dinner is an annual gathering of 300 local investment professionals and prominent practitioners from the field of finance whom are recognized for their insight, accomplishments and ongoing commitment to advancing integrity and expertise in the investment profession.

Joining us is Ellen Zentner, Chief US Economist for Morgan Stanley, who will share insights on the direction of Global and US economies and the implications for the investor. For the fourth year in a row, Ellen and Morgan Stanley team were awarded the Lawrence R. Klein Award from the Carey School of Business at Arizona State University. Ellen outshined 50 competitors by providing the most accurate economic forecast among the nation’s top economists for the years 2014-2017.

Ellen’s presentation will be followed by a fireside chat between Rob Kapito, President and Director of BlackRock, and Sharmila Kassam, Deputy CIO of Employees Retirement System of Texas. Rob and Sharmila plan to discuss topics related to the “Future of Investing” which include:

  • Trends within the institutional market and financial advisor market
  • Technology and big data impact on investing
  • Diversity and Inclusion
  • Corporate Governance
  • And more topics!


ABOUT THE EVENT  |  The 17th Annual Investment Strategy Dinner is the CFA Society Austin’s marquee event and remains a major highlight of the central Texas investment community. Our 2019 Annual Dinner provides influential members with the opportunity to entertain their clients and gather insights from leading investment practitioners. Guests enjoy cocktails, a delicious meal, vast networking opportunities with 300 like-minded industry professionals, and enjoy an evening of insight fro​​m industry thought leaders. This years event will be held in the Grand Ballroom on the 4th Floor at the JW Marriott Austin ​Hotel​  |  110 East 2nd St, Austin, TX 78701. THIS EVENT WILL SELL-OUT! Please register early!

SPONSORSHIP OPPORTUNITIES  |  Sponsorship, Table, and Individual Ticket opportunities​ can be found HERE.
To sign up as a sponsor, please email completed form to admin@cfaaustin.org. An invoice will be sent via email. Once payment is made, sponsorship is confirmed. We will be reaching out two weeks prior to the event to gather attendee names and meal preferences.

ATTENDEES | Our guests include portfolio managers, wealth managers representing billions in assets under management, sales and marketing professionals and partners, research analysts, professors, strategists, principals, CEOs, CFOs, and CIOs. These top professionals represent decision-makers from Central Texas’s premier investment firms, pension fund advisors, wealth management firms, family offices, banks, insurance companies, investment counselors, brokers, public agencies, universities, and financial services corporations.

JW Marriott Austin
Grand Ballroom – 4th Floor
110 E 2nd St
Austin, TX 78701

Cancellations: If you are no longer able to attend, please email admin@cfaaustin.org by Sunday, March 3rd at 5 pm to cancel your registration. If you do not cancel and do not attend, you are subject to the Event Attendance Policy which subjects you to a fee after three unexcused absences in the fiscal year.

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