Benefits of Membership |
Are you taking advantage? Renew your membership for 2013 here.
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CFA Houston Photo Gallery |
Visit the Houston Chapter photo gallery to see photos from our past events. |
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Submit an article |
If you have an article or announcement you'd like included in a future CFA Houston Chapter newsletter, please email it to the editor. |
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Contact the Chapter |
Phone:
(713) 863-8300 x 243 Marilyn Davis
Email:
[email protected]
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Helpful links |
CFA National
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LinkedIn
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CFA Career Center
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Other CFA Events Across the Country |
Conferences/Workshops
68th Annual Convention November 14-16, 2012 - Phoenix, AZ
Advanced Field Examiner School December 3-5, 2012 - Los Angeles, CA
Field Examiner School December 4-7, 2012 - Los Angeles, CA
Virtual Programs
Essentials of UCC Virtual Workshop November 5-7, 2012 at 12 p.m. CDT
Click here for an updated CFA national calendar. |
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2012 Cornerstone Sponsors
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Diamond Sponsors |
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Gold Sponsors |
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Silver Sponsors |
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Regulatory Game Changers By: Michael D. Sullivan and Matthew Miller
For companies requiring substantial investment in supply chain and production infrastructure or inventory— and for the asset-based lenders who finance them—regulatory changes can be among the most difficult extraneous factors to predict, as well as the most significant. Adapting to such shifts can be a nebulous and somewhat daunting challenge, since modifications to regulatory requirements often introduce a new element of uncertainty to asset valuations and, accordingly, to loan portfolios.
There is no one-size-fits-all solution for companies and lenders facing regulatory change. The impact of new rules and regulations varies by industry and by the nature of each new rule or law. The following framework, however, may help companies and lenders who find themselves in this difficult position to plan for, adapt to, and minimize potential negative effects from changes in oversight structures and requirements on asset values and loan portfolios.Continue reading...
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2013 Cornerstone Sponsorships Now Available
Click below for our pitch book detailing the value proposition of Cornerstone Sponsorship! |
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A Look at 2012
Event | Location | Date* | Attendees |
2012 Economic Outlook |
La Colombe d'Or |
Feb 1 |
139 |
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New Member "Meet & Greet" |
Astros Suite |
Apr 11 |
35 |
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Global Economic Prospects and Challenges for 2012 |
Federal Reserve Bank |
Apr 30 |
155 |
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Credit, Capital, Regulatory Climate & Houston: Perspectives from Houston-Area CFOs |
Brennan's of Houston |
Jun 13 |
118 |
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State of the Private Equity Markets in Houston |
Vic & Anthony's |
Sep 12 |
125 |
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Joint Networking Reception with TMA |
Mo's...A Place for Steaks |
Oct 16 |
126 |
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Sponsor Appreciation Event |
Piatto's |
Nov 8
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26 |
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Recent CFA Houston Events
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CFA/TMA Joint Networking Reception October 16 |
CFA joined forces with TMA to host this networking reception at Mo's...A Place for Steaks. The event featured heavy hors d'eouvres, an open bar, wine tastings and a cigar roller. To see more photos, please click here.
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Debbie Clark, Strategic Capital Corporation and Erik Konicki, Prather Kalman |
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Tanya Fontenot, Amerisource Funding; Jorge Ortiz, Capital One; Enrique Melguizo, CalTech; Elliot Smith, Gulf Coast Business Credit; Chuck Shelton, Capital One; Jason Ziegler, Euler Hermes and Tom Croteau, ATF Finance |
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Forrest Taylor, Whitney Bank; Kenny Barhanovich, Comerica Bank and Chad Stephenson, Comerica Bank |
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"State of the Private Equity Markets in Houston" September 12 |
The annual private equity luncheon continues to be the chapter's most popular event! Held at Vic & Anthony's the private equity panel made up of Larry Ellis of BBVA Compass (moderator), Mike Young of The CapStreet Group, Kent Wallace of The Sterling Group and Bill Zartler of Denham Capital had members engaged throughout their discussion. To see more photos from the September event, please click here.
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David Montenegro, Advantage Business Capital; Wayne Coker, Advantage Business Capital; Pete Clarke, The WFA Group; Janice Whalen, Amerisource Funding and Bill Herrington, Capital One |
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Moderator Larry Ellis, BBVA Compass; Panelist Bill Zartler, Denham Capital; Advisory Board Member Michael Monk, Amerisource Funding and Panelist Mike Young, The Capstone Group |
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Alfred Park, Goldman Sachs; Mike Young, The Capstone Group (panelist) and Adam Cox, Pendleton Capital Group |
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"Credit, Capital, Regulatory Climate & Houston: Perspectives from Houston-Area CFOs" June 13
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