Join CFA Society Houston as we celebrate and welcome our newest 2026 CFA Charterholders! Learn more and register: cfasociety.org/houston/event…

Join CFA Society Houston on October 28 for a luncheon at Brennan’s of Houston featuring Albert Chu, Portfolio Manager, Natural Resources at Man Group. Learn more and register: cfasociety.org/houston/event…

🎯 Ready for a little friendly competition? Register and learn more: cfasociety.org/houston/event…

☕ Start your Wednesday with Coffee Connections! Register and learn more: cfasociety.org/houston/event…

🤝 Interested in becoming a mentor or mentee with CFA Society Houston? Learn more and register: cfasociety.org/houston/event…

Coffee, connections and a great start to your morning! ☕️ Full event link: cfasociety.org/houston/event…

📚 CFA Society Houston’s fall book club is back! cfasociety.org/houston/event…

There’s still time to register! Join CFA Society Houston this Wednesday, October 7, for a luncheon at Brennan’s featuring Jason Hsu, PhD, Founder, Chairman & CIO of Rayliant Global Advisors. cfasociety.org/houston/event…

October is packed with opportunities to learn, connect, and get involved with CFA Society Houston! 📅 View event details and register: cfasociety.org/houston/socie…

What will shape the next era of global investing? Register and learn more: cfasociety.org/houston/event…

🌟 Member Spotlight: Paul Jackson, CFA A CFA charterholder since 2003, Paul Jackson enjoys helping clients and advisor colleagues achieve their financial goals. Outside of work, Paul is a classic rock fan with a collection of vinyl spanning the ’70s through the 2000s.

Energy markets, capital cycles and the rise of AI. Join CFA Society Houston on September 30 at Brennan’s with Doug Terreson, CFA, former Head of Global Energy Research at Morgan Stanley and Evercore ISI. Register now: cfasociety.org/houston/event…

A big thank you to our 2026-2027 CFA Society Houston Annual Sponsors! Please join us in recognizing: • BlackRock • Statesman Business Advisors • First Trust • Allspring

Join CFA Society Houston for a luncheon with Doug Terreson, CFA, as he shares insights on energy markets, investing, and the lessons shaping today's AI-driven economy. Register today: cfasociety.org/houston/event…

CFA Society Houston members: if you're planning to be in Dallas, don't miss this opportunity to connect with investment professionals, industry leaders, and peers from across the CFA community. Learn more and register: global.cfainstituteevents.or…

Join CFA Society Houston for an engaging luncheon with Natalie Masin, CPA/ABV, CFA, CDFA, as she explores how business valuations can vary dramatically depending on the situation. Register today: cfasociety.org/houston/event…

Mark your calendar for the Annual Forecast Dinner 2027 on February 4, 2027, at River Oaks Country Club. 🎟️ Early bird registration opens November 6! Learn more: cfasociety.org/houston/event…

Valuations in Conflict: Join Natalie Masin, CFA to explore how the same company can have vastly different valuations in M&A, litigation, and divorce cases. Earn 1 PL credit. Register: Register: cfasociety.org/houston/event…

Join fellow CFA Society Houston members on October 8 for our fall Book Club discussion of The Thinking Machine: Jensen Huang, Nvidia, and the World’s Most Coveted Microchip by Stephen Witt. cfasociety.org/houston/event…

Join us for an insightful discussion on the small-cap market with Miles Lewis, CFA, Portfolio Manager, and Steve Clark, CFA, Senior Client Portfolio Manager, of Royce Investment Partners. Register today: cfasociety.org/houston/event…