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
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
CFA Societies Texas and CFA Society Austin invite you to support the 7th Annual Texas Investor Summit gathering investment professionals from across Texas and beyond to engage with and learn from industry experts sharing compelling insights and actionable takeaways.
This hybrid conference will offer attendees the opportunity to participate virtually in the two-day insightful, educational programs as well as in person networking locally alongside industry colleagues.
Virtual Conference: Thursday & Friday, Oct. 7- 8th, from 10:40am – 1:00pm
Local Happy Hour Event: Thursday, Oct. 7th from 5:30pm – 7:30pm to be held in each of our 4 cities: Austin, DFW, Houston & San Antonio.
*CFPs: Eligible for up to 4 hours CE credit pending CFP Board Approval
A LINK WITH INSTRUCTIONS WILL BE SENT A FEW DAYS PRIOR TO THE EVENT
WITH THANKS TO OUR SPONSORS
PLATINUM
GOLD
SILVER
HAPPY HOURS
CFA Austin
CFA Houston