November 8, 2017 New Charterholder Luncheon with Leah R. Bennett

Join us in congratulating our new charterholders!

Topic Inspiring New Charterholders
Date Wednesday, November 8, 2017
Time 11:30AM-1:30PM
Location Fleming’s Downtown | 320 E 2nd St Austin, TX 78701
Speaker Leah R. Bennett, CFA

Congratulate our new charterholders and join your fellow CFA Society Austin colleagues at Fleming’s for a luncheon reception. We will be welcoming Leah R. Bennett, CFA to discuss the difficulties in obtaining the charter, the state of the investment industry, and how new charterholders can help make a difference. 

Leah R. Bennett, CFA

Chief Operating Officer

Westwood Trust

Ms. Bennett was appointed Chief Operating Officer of Westwood Trust, Houston in March 2017. Prior to joining Westwood in 2016, Ms. Bennett was Co-Chief Investment Officer at South Texas Money Management, where she shared responsibility for overseeing the investment strategies of the firm. Prior to that, she was a Managing Director and Chief Investment Officer at King Investment Advisors, Inc. and a Research Analyst for Capital Research & Management. In June of 2017, Ms. Bennett was elected to the CFA Global Board of Governors, where she will serve on the Audit and Risk Committee. She is a former President and Director of CFA Society Houston and is a Co-Founder of the CFA Women in Investment Management initiative and the CFA Institute Global Research Challenge of the Southwest. She currently serves on the Wright Fund Oversight Board at Rice University and on the Advisory Council of Executives (ACEs) at the Bill Greehey School of Business at St. Mary’s University. Ms. Bennett earned her Bachelor of Science in economics from Texas A&M University.

Register Today!

Wednesday, November 8th


Registration Deadline: Friday, November 3rd 5:00PM

Cancellation Policy: Please contact by Monday, November 6th at 12:00PM to receive a full refund. No refunds will be allowed after this day.

Participants in this event may be photographed. These photographs may appear without compensation in publications, on the web or in social media, or other printed or electronic materials related to this event. Please contact if you do not want your photographs used.


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