CFA Society of Austin

CFA Society of Austin Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from CFA Society of Austin, Nonprofit Organization, Houston, TX.

We aim to lead the Austin investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of our members and the community.

NEW EVENT! Join us for this year's New Charterholder Recognition & Holiday Party on Dec 2 at the beautiful Hotel Viata! ...
08/19/2026

NEW EVENT! Join us for this year's New Charterholder Recognition & Holiday Party on Dec 2 at the beautiful Hotel Viata!

This year's party will feature a special fireside chat with Sharon Criswell, CFA, founder of CFA Texas and Executive Director of CFA San Antonio. Sharon has also held President of the Board positions at CFA Dallas and Austin. Sharon served on the Standards of Practice Council which was charged with updating the current edition of the Standards of Practice Handbook. She has a fascinating history with CFA Societies in Texas as well as extensive career experiences. You will want to be there to hear her Texas tales!

Register now: https://lnkd.in/gzYxqrqu
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NEW EVENT! Plan to join us as Ed Clissold, NDR, Chief US Strategist gives us his unique insights into the U.S. equities ...
08/19/2026

NEW EVENT! Plan to join us as Ed Clissold, NDR, Chief US Strategist gives us his unique insights into the U.S. equities outlook for 2027.

Ed will cover the following topics:
The outlook for earnings, economic growth, inflation, and Fed policy.
Where we are in the AI capex cycle.
How current trader positioning and technical indicators intersect with the macro outlook.
What it all means for asset class, style, and sector allocation.
CFA members: free. Guests: $40

Register NOW: https://lnkd.in/gh7_mHua

Good news! Our Society has a new 25% off program with CeriFi on CFA exam study materials! Please use the new code for al...
08/19/2026

Good news! Our Society has a new 25% off program with CeriFi on CFA exam study materials!
Please use the new code for all purchases: CFAAST25.

Join us for lunch to hear Dr. David Song M.D., Ph.D., CFA, Tema ETFs Investment Partner, CANC & HRTS Fund Manager provid...
08/18/2026

Join us for lunch to hear Dr. David Song M.D., Ph.D., CFA, Tema ETFs Investment Partner, CANC & HRTS Fund Manager provide insights on AI and the Future of Healthcare: Opportunities, Risks, and Investment Perspectives.

Healthcare is turning the corner. After a four-year bear market, the sector appears to be entering a new bull cycle, with valuations still compelling and IPO activity yet to normalize.

Innovation is accelerating. Large drugs addressing large markets are reshaping the opportunity set, but much of this progress remains underappreciated by investors.
AI is a mispriced catalyst. Across healthcare delivery, efficiency, and R&D productivity, AI’s impact is broad and growing—making expertise critical to capture the upside.

CFA members: free, Guests: $40
Register NOW: https://lnkd.in/gxn6FmkB

Join us as Liz Hocker, Global Head of Listings & Capital Markets for The Texas Stock Exchange (TXSE), presents: Why Texa...
08/18/2026

Join us as Liz Hocker, Global Head of Listings & Capital Markets for The Texas Stock Exchange (TXSE), presents: Why Texas keeps getting bigger and better with new companies moving here, what's drawing them to TXSE as their primary listing exchange and a Capital Markets 2026 update.
CFA members: free, Guests: $40
Register NOW: https://lnkd.in/gUpFQuD4

NEW EVENT! CFA Society Austin's September 9 Welcome Back Luncheon at Dimensional HQ in Austin will be really special-- b...
08/17/2026

NEW EVENT! CFA Society Austin's September 9 Welcome Back Luncheon at Dimensional HQ in Austin will be really special-- be sure to SAVE THE DATE!
This is a joint luncheon between ALL of the CFA Societies Texas, so all Society members are invited to join us at this event!

Announcing our Welcome Back Luncheon guest speaker-- David Booth, founder and chairman of Dimensional! Booth will be speaking about his new book, which hits the newsstands on Sept 1. Come be one of the first people to hear about it! His book is titled Stay Calm: Learn to Embrace Uncertainty in Investing and Life.

In this book, Booth asserts: “Uncertainty isn’t something to fear—it’s where possibility lives.”

From his first sales experience selling shoes as a teenager in Lawrence, Kansas, to working on the team that launched the first index portfolio, to pioneering what would come to be known as factor investing, David Booth didn’t just witness the financial revolution—he helped lead it. For five decades, he has bridged the worlds of academic theory and practical investing, collaborating with Nobel laureates to build Dimensional Fund Advisors into a $1 trillion global firm.

Register now before it sells out: https://lnkd.in/g-pebXK9

Be one of the first to buy the book when it releases: https://lnkd.in/grCrZSee

Save the date for our Society's 2027 Annual Dinner!
08/12/2026

Save the date for our Society's 2027 Annual Dinner!

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Houston, TX

Telephone

+17138390808

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