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VIRTUAL TEXAS INVESTOR SUMMIT
Thursday   October 7 2021    10:40 AM - 1:00 PM CDT Friday        October 8 2021    10:40 AM - 1:00 PM CDT
A link + instructions will be sent prior to the event

IN-PERSON HAPPY HOUR IN THE FOUR CITIES
Thursday   October 7 2021      5:30 PM - 7:30 PM CDT

AGENDA

October 7th
10:40am Welcome
..............Ryann Marotta, CFA, CFP
.............Chair, CFA Societies Texas

10:50am Inflation: Is it back or transitory
...............Gilbert Garcia, CFA
...............Managing Partner
...............Garcia, Hamilton & Associates

11:50am Break

12:00pm Should China Be In Your Portfolio?  
..............Opportunities, Risk, & Party Politics
..............Jason Hsu
...............Founder, Chairman & CEO
...............Rayliant Global Advisors

1:00pm Closing remarks

5:30pm  Local Happy Hours

October 8th
10:40am CFA Institute:  Strategy Overview
...............Carol Crawford, CFA
...............Managing Director, Americas Region
...............CFA Institute

10:50am Navigating Equity Markets Rolling Covid  ...............Recovery
...............Gina Martin Adams, CFA, CMT
...............Chief Equity Strategist
...............Bloomberg, LP

11:50am Break

12:00pm Economic Outlook with Marc Giannoni 
...............Director of Research
...............Federal Reserve - Dallas

1:00pm Closing remarks

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