Past Events Current Year - 2017-2018

Date Name Topic / Presentation
September 14, 2017 Lunch with Peter Kashanek Decoding the Risks and Benefits of Low Volatility Equity
August 29, 2017  Happy Hour and Networking Event at the Grove Click for details

Past Year 2016-2017

Date Name Topic / Presentation
May 16, 2017 Jens Peers, CFA – Chief Investment Officer, Sustainable Equities and Fixed Income Integration of ESG into Investment Process in the Trump Era
May 11, 2017 CFA Societies of the Central and Southwest US Region Introduction to Ethical Decision Making
April 25, 2017 Lunch with Joann S. Lublin You’ve Earned It: Leadership Insights from Top Executive Women
April 4, 2017 3rd Annual CFA Societies of Texas Investor Summit The State of Alternatives – Beyond Traditional Investing
March 30, 2017 Lunch with Rob Richardson Fixed Income Liquidity and Peer-to-Peer Trading
March 8, 2017 Lunch with Jack Yang European Credit: Dislocations and Opportunities
February 23, 2017 2017 Annual Dinner Central Bank Policy and the Effect on the Markets
February 16, 2017 Lunch with Paul Smith, CFA Q&A with Paul Smith, President and CEO of the CFA Institute
January 26,  2017 Happy Hour Click for details
January 18,  2017 Lunch with Matthew Luzzetti, Ph.D. 2017 Global Economic Outlook
December 7, 2016 Carl J. Roccadonna & Kevin McDevitt, CFA Regime Change in Washington: What’s Next for the U.S. Economy and Markets
November 16, 2016 Dan S. Meader, CFA, CPA – Managing Partner at Trinity Private Equity Group Cultivating a Culture of Integrity in Today’s Investment Management Industry
November 3, 2016 Happy Hour & Networking Event Click for details
October 22, 2016 Dow McVean, McVean Trading LLC Agriculture & Livestock: Feeding the World
September 22, 2016 Alexander D. Healy, PhD, Director of Strategic Research and Portfolio Manager for AlphaSimplex Group, LLC Crisis Alpha and Trend Following Strategies
 August 30, 2016 Kevin T. Carter – Founder of Big Tree Capital The Future of Emerging Markets
 August 24, 2016  Welcome Back Happy Hour at The Grove Click for details

Past Year: 2015-2016

Date Name Topic / Presentation
June 15, 2016 Happy Hour & Annual General Meeting (AGM) Presentation: Annual General Meeting
Presentation: Building the Investment Management Profession
May 26, 2016 Ashvin Chhabra – President of Euclidean Capital Presentation: Beyond Modern Portfolio Theory – Goals Oriented Investing
April 28, 2016 Marny Lifshen – Marny Lifshen Communications Presentation: Who do YOU know? Building your Networking Know-how
April 19, 2016 Matt Moran – Chicago Board Options Exchange Presentation: New Studies on Funds’ Use of Options for Managing Volatility
March 24, 2016 Lee Partridge, CIO – Salient Partners
Tom Tull, CIO – Texas Employees Retirement System
Keith Black, PhD – Managing Director of Curriculum and Exams, CAIA Association
Presentation: New Views on Alternatives
March 9, 2016 Jacquelyne J. Cavanaugh – Putnam Investments, Inc. Presentation: Global Financials and Macro Outlook
February 24, 2016 2016 Forecast Dinner 2016 – A Year of Change! Elections, Regulations and Financial Markets
February 10, 2016 Mark Fitzgerald, CFA, CAIA – Quantitative Research at USAA Real Estate Company PowerPoint: The Outlook for Commercial Real Estate
January 14, 2016 Clayton Triick, CFA – Portfolio Manager at Angel Oak Capital Advisors Fixed Income Opportunities in the Post Crisis Era
December 3, 2015 Roland “Roly” Morris – Commodities Strategist, Hard Assets Equity Co-Portfolio Manager, CM Commodity Index Fund at Van Eck Securities Corporation PowerPoint: 2015 Review and 2016 Outlook for Hard Assets and Commodities
November 11, 2015 Robert W. Danhauser, CFA – Head, Global Capital Markets Policy Good People Doing Bad Things: Ethics in Investment Management
October 29, 2015 Reid Howell, Marny Lifshen, Marissa Pick, and Jessica Scanlon PowerPoint: Personal Branding
October 20, 2015 Dr. James Kee, PhD. – President & Chief Economist for South Texas Money Management  PowerPoint: Economics for Analysts
September 23, 2015 Nidhi V. Shandilya, CFA – Vice President, Senior Research Strategist for State Street’s Center for Applied Research PowerPoint: The Folklore of Finance: How beliefs and behaviors sabotage success in the investment management industry

White Paper: The Folklore of Finance

White Paper: Executive Summary

September 9, 2015 Happy Hour at The Tap Room at The Market

Past Year: 2014-2015

Date Name Topic / Presentation
May 19, 2015 Panel Discussion with SEC and FINRA “Where Does the Financial Industry Stand Today? Managing Money In a Post 2008 Regulatory Environment”
April 29, 2015 Amir Adnani, CEO – Uranium Energy Corp. Company Sponsored Lunch – “A Profile of the Uranium Energy Industry and the Company; Uranium Energy Corp.”
April 23, 2015 Douglas Ramsey, CFA, CMT – Leuthold Weeden Capital Management “Leuthold Market Outlook: Tracing Out a Top?”
March 23, 2015 Keith Phillips, PhD, Sr. Economist and Research Officer, Federal Reserve Bank of Dallas “The Texas Economic Outlook: Oil Price Shocks and other Issues”
February 12, 2015 Forecast Dinner “The Economy and Markets – What’s Next For Your Portfolio?”
January 22, 2015 2015 Kickoff Happy Hour Speakeasy on the Avenue
December 2, 2014 Tim Gaumer, CFA, Reuters, Global Director, Fundamental Research An Innovative Approach to Analyzing Corporate Credit & Bankruptcy Risk
November 18, 2014 Leah Bennett, CFA, CIC – Co-Chief Investment Officer for South Texas Money Management 2014 Charter Recognition Cocktail Reception
November 12, 2014 Jessica Scanlon, Principal, Hot Dog Marketing Career Development Series – Member’s Only Event – Become the Squeaky Wheel: How to Grab the Attention of Prospects Using LinkedIn
November 11, 2014 Kit Johnson, AIA, City Architect for the City of Austin A City Imagined
October 16, 2014 Korey Howell, Photographer Career Development Series – Member’s Only Event – Head-shots with Korey Howell
October 15, 2014 Dot Kelly, CFA Institute, Training & Outreach Director Ethics Program
October 8, 2014 Kenneth Blay, 1st Global, Director of Research Tax-Cognizant Portfolio Analysis: Maximizing After-Tax Wealth
October 1, 2014 Happy Hour Truluck’s Downtown
September 18, 2014 Josh Vail, CAIA, 361 Capital, LLC A Study of Counter Trend Trading in Managed Futures
September 16, 2014 Darlene Templeton, Templeton and Associations RAMP UP Your Leadership Skills – Do You Want To Take Your Leadership Skills to the Next Level?
August 7, 2014 Michael A. Gayed, CFA, Pension Partners, LLC. Generating Alpha: Predicting Volatility and Corrections

Past Year: 2013-2014

Date Name Topic / Presentation
June 12, 2014 Dan Fuss – Loomis, Sayles & Company
June 10, 2014 CFA Austin Annual General Meeting
April 22, 2014 Christopher Cole, CFA – Artemis Capital Management LLC
April 12, 2014 Women’s Shooting Event
March 26, 2014 Axel Merk
March 20, 2014 Women’s Networking – Golf Event
February 19, 2014 Jeffrey J. Sherman, CFA, DoubleLine
February 6, 2014 10th Annual Forecast Dinner
January 21, 2014 Major General(Ret.) Spider Marks
January 16, 2014 January Happy Hour
December 12, 2013 Charterholder’s Recognition Lunch. Craig Hester, Luther King Capital Management
November 18, 2013 Douglas Porter, CFA, BMO Capital Markets
October 23, 2013 Wealth Management Panel
October 3, 2013 Jeff Pantages, CIO, Alaska Perm. Capital Mgmt Investment Wisdom of Keynes
September 16, 2013 Dan Pickering, Tudor, Pickering, Holt & Co.
September 11, 2013 Autumn 2013 Social: SearSucker
August 7, 2013 Tobias Levkovich, Citigroup Keen On Thirteen
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