CFA Texas Investor Summit

March 29, 2019
7:00 AM - 5:00 PM
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Marriott Plaza Hotel
555 S. Alamo Street
San Antonio, TX 78205

Register now for this all day event hosted by CFA Societies Texas.  This is an opportunity to earn up to 8.5 hours of CFP CE (approval pending) and .5 hours of ethics provided by the SEC.

Speakers include:

  • David Rosenberg, Chief Economist & Strategist - Gluskin Sheff & Associates
  • Joe Gorder, CEO - Valero
  • Jennifer Roosth, President - Ellevate Network
  • Marguerita Cheng, Author & CEO - Blue Ocean Global Wealth
  • Thomas Lee, Head of Research - Fundstrat
  • Dr. Wes Gray, Author & CEO - Alpha Architect
  • Joe Kalish, Global Macro Strategist - Ned Davis Research
  • Tuur Demeester, Founder - Adamant Capital
  • Joshua Deems - Fidelity Investments
  • Jameson Lopp, Infrastructure Engineer - Casa
  • Lisa McDaniel, Chair - Women in Investments Initiative for the CFP Society of Dallas/Fort Worth
  • Scott Orr, VP Public Affairs - Fidelity Investments

Click Here to access the CFA Society registration:  REGISTER NOW!


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