Upcoming Events

Spring Social: Top Golf

Register NOW! Join us for the Spring Social at Top Golf! No golf experience is required. Whether you’re a seasoned golfer or have never swung a club, you’re welcome and Top Golf is fun and easy! Hosted by Women in Investment Management and open to all members and guests! Food and beverages provided. Register NOW! Members: free, Guests: $30. Sponsors and CFA Test Takers, one complimentary admission. Capacity is limited to 40 so sign up early!

Book Club: Poor Charlie's Almanack, Wit and Wisdom

Register NOW! Join your fellow society members to discuss legendary Berkshire Hathaway vice-chairman's book, Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger . This compendium of eleven talks delivered by Charles T. Munger between 1986 and 2007 has become a touchstone for a generation of investors and entrepreneurs seeking to absorb the enduring wit and wisdom of one of the great minds of the 20th and 21st centuries. With a forward by Warren Buffet, the book is delivered with Munger’s characteristic sharp wit and rhetorical flair and is an essential volume for any reader seeking to go to bed a little wiser than when they woke up. CFA Members Free. Amazon link Register NOW!

Monthly Luncheon: Discretionary Macro Investing

Register NOW! Graham Capital’s President and CIO Jens Foehrenbach, CFA, will present an overview of the discretionary and systematic macro investing landscape. Jens Foehrenbach, CFA, is the President and Co-Chief Investment Officer of Graham Capital Management, L.P. (“Graham”), an alternative investment manager with approximately $21B AUM as of January 1, 2025. Mr. Foehrenbach jointly oversees and supervises Graham’s discretionary and systematic portfolio manager teams, trading, and research. CFA members: free,  Guests: $40 Register NOW!

Cinco De Mayo Social

Register NOW! Join us for the 5th Annual Cinco de Mayo social, sponsored by AllianceBernstein Private Credit Investors! Join us for the 5th Annual Cinco de Mayo social, sponsored by AllianceBernstein Private Credit Investors!  Food and beverages provided, 5:30-7:30pm, at the SkyLounge on the 14th floor of the AllianceBernstein offices at 605 Colorado St., Austin, TX 78701. Parking will be validated and is in the building on the Colorado Street side. When you park and enter the elevator, press Sky Lounge and it will take you directly to the event. CFA members: free,  Guests: $40 University students, CFA 2026 Test Takers and Sponsors get one free ticket. Register NOW!

Monthly Luncheon: The Future of Covenants in Uncertain Markets

Register NOW! Join us for lunch and an engaging discussion with Wyatt Somogyi, Assistant Portfolio Manager at Orchard Global, as he discusses  The Future of Covenants in Uncertain Markets. CFA members: free,  Guests: $40 Register NOW!