When

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 A conversation with Robert Kaplan  
...............Robert Kaplan
...............President & CEO
...............Federal Reserve - Dallas

1:00pm Closing remarks

Contact

Sharon Criswell, Administrator 
CFA Societies Texas 
469-449-7584 
 
 

7th ANNUAL TEXAS INVESTOR SUMMIT


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

Register Now!

 

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