Upcoming Events


  • Wednesday
    21
    February

    February Luncheon - Deep Dive on Infrastructure and Structured Opportunities with Brookfield - POSTP

    Feb 21, 12:00 PM - 01:00 PM (CT)
    Due to unforeseen circumstances associated with our out of town speaker’s travel, this lunch is being postponed to later in the year. We apologize for any inconvenience that this might have caused. We look forward to seeing you at The Driskill for the February Breakfast later this month.   Topic:   Deep Dive on Infrastructure and Structured Opportunities with Brookfield Synopsis: Please join Brookfield’s Hadley Peer Marshall for a fireside discussion and Q&A session on private infrastructure and structured solutions.  Hadley will provide an overview of key infrastructure risk categories and features across the capital structure as well as provide insight into what is attractive in the current market environment.      Speaker: Hadley Peer Marshall Managing Partner, Infrastructure Brookfield Hadley Peer Marshall is a Managing Partner in Brookfield’s Infrastructure Group and co-Head of its infrastructure debt and structured solutions businesses. In this role, Ms. Peer Marshall oversees the origination, execution and asset management of the Firm's infrastructure credit and structured solutions investments.   Prior to joining Brookfield in 2015, Ms. Peer Marshall was Co-Head of the project finance and infrastructure group at Goldman Sachs, where she was responsible for originating, structuring, executing and advising on infrastructure and project financings for clients.   Ms. Peer Marshall holds a Master of Business Administration degree and a Bachelor of Science degree from the University of North Carolina at Chapel Hill.   Complimentary parking is available at Chateau Bellevue. Parking Directions: Use the following address 702 Nueces Street to GPS to go the parking lot of  Chateau Bellevue. Otherwise, if you use the google address, it will take you to the historical part of the building on San Antonio Street.  Guest can park in either lot (they own both). Signs will be posted to the public that the lot is closed for our private event.  You do not have to pay to park regardless of the posted signage.  Guests will enter under the canopy, into the elevator foyer area.  Once in the elevator they will press the button for the first floor (there is signage right by that button to let them know where to go). The elevator will open up right into the ballroom.   Click on MORE INFORMATION to register!
    Austin, TX, United States

  • Thursday
    29
    February

    February Breakfast - Co Hosted with Westmount Realty Capital - Fireside Chat with Cliff Booth

    Feb 29, 08:30 AM - 09:30 AM (CT)
    Join us for a breakfast at The Driskill co hosted with Westmount Realty Capital! Topic:   Fireside Chat with Cliff Booth, Founder and Chairman of Westmount Realty Capital Speaker: A native of Montreal, Canada, Cliff Booth is the founder and chairman of Westmount Realty Capital, LLC. He holds a B.A. Honors in Political Science from McGill University in Montreal and an M.Sc. in Economics from The London School of Economics. Cliff first moved to Dallas in 1979 and founded the Company shortly afterward. Under Cliff’s leadership, Westmount has grown from a small local company to a national firm. Deals span markets across the country, and Westmount is now a driving force in cities in the Midwest, Southwest, Southeast, and Western regions. With over 35 years of industry experience, Cliff is recognized as an innovative and leading-edge investor. His relationship-driven approach towards investing has earned the trust of numerous U.S. and foreign institutional and private capital sources, many of which have been investing with Westmount for decades. In 2022, Cliff was named “Executive of the Year” by D CEO. Among his many notable achievements, he was one of the first to assemble a significant portfolio of flex industrial properties in the United States and also a pioneer investor of office and flex industrial in/around Downtown Dallas in the 1990s. In addition, Cliff has been investing in cold storage since the 1990s, long before the e-commerce revolution and the competitive market seen in the space today. To date, Cliff has led the Company to build a portfolio of more than 45 million square feet, representing $2.9BN of property investments. Cliff chairs the Investment Committee and directly oversees the strategic development and capital initiatives of Westmount. Through his involvement in the Urban Land Institute Board as a Governor and Industrial and Office Parks Council (IOPC-Silver), Cliff shares ideas and insights with other leaders in the real estate industry and is a frequent speaker at conferences and interviewee in the press. Valet parking is available at The Driskill and will be covered by CFA Society Austin.  Registration/check in and networking will be at 8:00am. The fireside chat will begin at 8:30 am. Please see the event timeline below: 8:00 a.m.     Registration/Check In/Networking Begins 8:25 a.m.     Welcome –  CFA Board Member 8:30 a.m.     Breakfast is Served   8:40 a.m.      Conversation with Cliff Booth                         Moderated by Fraser Armstrong-Watters   9:20 a.m.     Q & A   9:30 a.m.   Closing Remarks –  CFA Board Member Click on MORE INFORMATION to register!
    Austin, TX, United States

  • Wednesday
    20
    March

    March Luncheon - Democratization of Alternatives

    Mar 20, 12:00 PM - 01:00 PM (CT)
    Topic:   Democratization of Alternatives Synopsis: Details coming soon!   Speaker: Panelist 1 - David Hyman   Panelist 2 Panelist 3 Panelist 4 Complimentary parking is available at Chateau Bellevue. Parking Directions: Use the following address 702 Nueces Street to GPS to go the parking lot of  Chateau Bellevue. Otherwise, if you use the google address, it will take you to the historical part of the building on San Antonio Street.  Guest can park in either lot (they own both). Signs will be posted to the public that the lot is closed for our private event.  You do not have to pay to park regardless of the posted signage.  Guests will enter under the canopy, into the elevator foyer area.  Once in the elevator they will press the button for the first floor (there is signage right by that button to let them know where to go). The elevator will open up right into the ballroom.   Click on MORE INFORMATION to register!
    Austin, TX, United States

  • Thursday
    11
    April

    April Luncheon - Libby Cantrill from PIMCO

    Apr 11, 12:00 PM - 01:00 PM (CT)
    Topic:   Details coming soon! Synopsis: Details coming soon!   Speaker: Libby Cantrill, CFA Head of US Public Policy/Managing Director Pimco Ms. Cantrill is head of U.S. public policy and a managing director in PIMCO's portfolio management group. In her role, she analyzes policy and political risk for the firm’s Investment Committee and leads U.S. policymaker engagement and policy strategy for the firm. She also works closely with PIMCO’s Global Advisory Board, led by former Federal Reserve Chair Ben Bernanke. She has served as a rotating member of the firm’s Executive Committee and is a founding member of PIMCO Families and PIMCO Women. Prior to joining PIMCO in 2007, she served as a legislative aide in the House of Representatives and also worked in the investment banking division at Morgan Stanley. She has 19 years of investment experience and holds an MBA from Harvard Business School and received her undergraduate degree in economics from Brown University. Ms. Cantrill is a CFA charterholder and a regular contributor to Bloomberg and CNBC. She is also a member of the Council on Foreign Relations and sits on the boards of Covenant House New York and the Securities Industry and Financial Markets Association ("SIFMA"). GETTING TO THE OFFICE  Address ·          401 Congress Ave, Suite 2200, Austin, TX 78701 (located in the Frost Tower Building) Parking Garage ·          Located next to JuiceLand on 4th St (between Congress Ave and Brazos St) ·          May park in any unreserved spot ·          Visitors should register their vehicle by scanning the QR code provided by CFA Society Austin In the Frost Tower Building ·          Use middle elevator bank on main floor to get to floor 22 ·          Do not check in with security in the main lobby—check in with front desk on floor 22   ·          Elevator access weekdays 7am to 7pm   Click on MORE INFORMATION to register !
    Austin, TX, United States

  • Wednesday
    17
    April

    April Luncheon - Jack Howell from Stonepeak

    Apr 17, 12:00 PM - 01:00 PM (CT)
    Topic:   Details coming soon! Synopsis: Details coming soon!   Speaker: Jack Howell Co-Chief Operating Officer Stonepeak Jack is Co-Chief Operating Officer of Stonepeak, a member of the Stonepeak Executive Committee, and a member of all of the firm’s investment committees. In this role, Jack shares broad responsibilities across investing and the firm’s day-to-day business. Prior to joining Stonepeak, Jack worked for Davidson Kempner Capital Management, a hedge fund that focuses on distressed debt and merger arbitrage. Prior to Davidson Kempner, Jack worked for Denham Capital and Credit Suisse. Jack received a Bachelor of Arts in Plan II Honors and a Bachelor of Arts in Economics (Business Economics Program), Phi Beta Kappa, from the University of Texas at Austin. Complimentary parking is available at Chateau Bellevue. Parking Directions: Use the following address 702 Nueces Street to GPS to go the parking lot of  Chateau Bellevue. Otherwise, if you use the google address, it will take you to the historical part of the building on San Antonio Street.  Guest can park in either lot (they own both). Signs will be posted to the public that the lot is closed for our private event.  You do not have to pay to park regardless of the posted signage.  Guests will enter under the canopy, into the elevator foyer area.  Once in the elevator they will press the button for the first floor (there is signage right by that button to let them know where to go). The elevator will open up right into the ballroom.   Click on MORE INFORMATION to register!
    Austin, TX, United States

  • Thursday
    2
    May

    Cinco de Mayo Social - Hosted by AB Private Credit Investors

    May 2, 05:00 PM - 07:00 PM (CT)
    Topic:   Parking Directions:   Click on MORE INFORMATION to register!
    Austin, TX, United States

  • Wednesday
    15
    May

    May Luncheon - Speaker from Monroe Capital

    May 15, 12:00 PM - 01:00 PM (CT)
    Topic:   Private Credit Synopsis: Details coming soon!   Speaker: The speaker will be from Monroe Capital. Details coming soon!  Complimentary parking is available at Chateau Bellevue. Parking Directions: Use the following address 702 Nueces Street to GPS to go the parking lot of  Chateau Bellevue. Otherwise, if you use the google address, it will take you to the historical part of the building on San Antonio Street.  Guest can park in either lot (they own both). Signs will be posted to the public that the lot is closed for our private event.  You do not have to pay to park regardless of the posted signage.  Guests will enter under the canopy, into the elevator foyer area.  Once in the elevator they will press the button for the first floor (there is signage right by that button to let them know where to go). The elevator will open up right into the ballroom.   Click on MORE INFORMATION to register!
    Austin, TX, United States

  • Wednesday
    19
    June

    End of Year Happy Hour - Past, Present and Future of IM with Anthony Scaramucci

    Jun 19, 05:30 PM - 08:00 PM (CT)
    Topic:   Past, Present and Future of IM Synopsis: Details coming soon!   Speaker: Anthony Scaramucci Details coming soon!  Parking Directions:   Click on MORE INFORMATION to register!
    Austin, TX, United States

Events Calendar