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Education Events
We will host all-inclusive events that foster individual development and growth through speakers, seminars and panels coupled with the opportunity for networking. We will host quarterly events in Dallas and bi-annual events in Austin and Houston.
UPCOMING EVENTS
Houston Education Event:
Strategically Networking for Success
Please Join TXWSW for an evening with Christine Spray, President, Strategic Catalyst.
Why is making and maintaining relationships important? Some people see a large network in terms of knowing many people or being known by many people is worth achieving by itself, but growing your network constantly is completely worthless. It's what you make out of the relationships you have and knowing which new relationships will be valuable to you. The most successful people are those that know it's more about others.
Thursday, March 1st, 2012
6pm to 8pm
Grotto Restaurant
4715 Westheimer Rd
Houston, TX77027-4717
713-622-3663
http://mapq.st/xIBafd
More details or register for this event -->
Austin Education Event:
Healthy Habits hosted by Mariesa Osterhaus, owner of Workshop Fitness
Please Join TXWSW for an evening with Mariesa Osterhaus to learn how you can incorporate healthy habits into every day – no matter how busy your schedule!
The program will include a lecture and a short class that you may either join or watch. We will then meet at Fair Bean coffee at 6:25pm for networking.
Healthy Habits hosted by Mariesa Osterhaus, owner of Workshop Fitness
Thursday, March 8th from 5:15 to 7:00pm
Workshop Fitness
2210 South 1st Street Austin, TX
Cost is $20pp to participate in the class. Buy 1 Get 1 Free; with payment you receive a free 2nd class.
More details or register for this event -->
Houston Education Event:
A Pathway to the Boardroom - Women on Corporate Boards
Have you been considering serving on a not for profit board or public board? Learn what it takes to serve on a board and how to be prepared. Please join TXWSW for an evening with Melisa Denis, President of the Board Connection.
Thursday, June 7th from 6 to 8pm
Grotto Restaurant
4715 Westheimer Rd
Houston, TX77027-4717
713-622-3663
http://mapq.st/xIBafd
Cost is $40pp and dinner is included. Cash bar.
More details or register for this event -->
COMPLETED EVENTS
Houston Education Event:
Join TXWSW for Dinner with Dr. Catherine Woodruff to discuss the Empowered Career
Thursday, January 19, 2012
6-8pm
The Grotto
4715 Westheimer
Houston, Tx 77027
713.622.3663
Come hear Texas Wall Street Women member Catherine S. Woodruff, Ph.D., CFA and Founding Partner of Houston Global Investors, LLC speak on the Empowered Career. Catherine will share highlights from her professional journey as she addresses the following aspects necessary for an Empowered Career.
- A continual and realistic assessment of your career and work situation
- Knowledge of and utilization of your strengths
- An ongoing process of goal setting in both your work and personal life
- An ability to successfully navigate peaks and valleys in your career
- Understanding and benefiting from change
Cost is $40 per person and includes dinner. Members and Guests are welcome.
More details or register for this event -->
Dallas Education Event:
Join TXWSW for dinner with Kellie Fischer, CFO of the Rangers
Thursday, January 19th
6:30 cocktails / 7pm dinner
Private dining room at Arcodoro Pomodoro
100 Crescent Court, Suite 140
Dallas TX
$40/pp for dinner - Cash Bar
Event is limited to 20 people – first come first served.
http://mlb.mlb.com/tex/community/executives/fischer.html
Register for this event -->
Austin Education Event:
Investing in Gold
Shayne McGuire will discuss his recent book and gold thesis. Mr. McGuire is a Managing Director and the Head of Global Research for Teacher Retirement System of Texas and the Portfolio Manager for the GBI Gold Fund.
Read a review of Hard Money.
Thursday, November 17, 2011
5:30 - 7:00 p.m.
The University of Texas Investment Management Company (UTIMCO)
401 Congress Avenue, Suite 2800
Austin, TX 78701
Invited: Members & Guests (Men and Women)
Parking info: Street parking or Building Garage (hourly cost), entrance off 4th street.
Register for this event -->
Dallas Education Event:
Synergy: A Strategic Path to a Happier You - Forget Work/Life Balance. Today it's all about Optimizing!
Presented by Nancy Keene
Tuesday, October 25, 2011
6-8pm
JP Morgan Executive Board Room
2200 Ross Avenue, Floor 10
Dallas, TX, 75201
Light sandwiches and sodas will be served.
Cost is $20 per person; maximum 35 attendees.
How are you allocating your time at home and the office? Are you getting the results you want for the time and energy extended? Are you having fun in any segment of your life? Is there something you want that is eluding you?
It's risky to have all of one's eggs in one basket, according to executive search consultant Nancy Keene. A byword of career planning is to network before you need to. And advancement often requires relationships and outreach in industry circles beyond one's immediate department
It might be time to re-evaluate your portfolio. The key is to find The Perfect Fit of initiatives that work for you - from both a personal and career standpoint. (Men have been doing it for years!)
Join us on for a lively session of interactive exercises, sharing and strategies.
Parking:
Enter the parking garage from the Ross side of the building (Pearl & Ross) and park on level 3. Take the garage elevators up to the ground level and switch to the elevator bank that will take them to the 10th floor. Parking will cost $1.
Register for this event -->
Houston Education Event:
Ambition and Family: Is it Possible to Have it all?
Many women enter the workforce with hopes to balance a successful career and a happy family. However, as they progress in their careers they soon realize that work/life balance is difficult to attain. Can ambition and motherhood go hand-in-hand; will one always take a back seat to the other? Linda Ginac, author of Fake Perfection, will discuss the challenges of balancing a business, family, relationships, health and fitness.
Thursday, September 29, 2011
6-8pm
Kanaly Trust Board Room
5555 San Felipe Suite 200
Houston TX
The cost is $25 per person and includes a sandwich supper. Parking in the garage - parking validated courtesy of Kanaly Trust.
Space is limited to 25 people, so register soon to secure your spot.
More details or register for this event -->
Austin Education Event:
Ambition and Family: Is it Possible to Have it all?
Many women enter the workforce with hopes to balance a successful career and a happy family. However, as they progress in their careers they soon realize that work/life balance is difficult to attain. Can ambition and motherhood go hand-in-hand; will one always take a back seat to the other? Linda Ginac, author of Fake Perfection, will discuss the challenges of balancing a business, family, relationships, health and fitness.
Wednesday, September 28, 2011
5-7pm
Teachers' Retirement System of Texas
816 Congress, 14th Floor
Austin TX
The cost is $20 per person and includes a sandwich supper.
Parking is self-pay and street parking is recommended as the building garage can be expensive.
Space is limited to 50 people, so register soon to secure your spot.
More details or register for this event -->
Dallas Education Event:
WORKSHOP: Writing Email that Gets Results
We invite you to join our 2 hour workshop on "Writing Email that Gets Results" to learn proven strategies for writing messages that elicit the response you want-in less time.
Not a lecture!
Bring your laptop, so you have your "Sent" files available: during the class, you can apply the strategies we discuss to your own writing - and get immediate feedback on the changes you make. Learn how to assess and improve the quality of every email you write.
Tuesday, September 27, 2011
6-8pm
Akin Gump Strauss Hauer & Feld LLP
1700 Pacific Avenue
Suite 3900
Dallas, TX 75201
Main Phone: 214.969.2800
The cost is $25 per person and includes a sandwich supper. Parking in the garage.
Space is limited to 40 people, so register soon to secure your spot.
More details or register for this event -->
Austin Education Event:
Your attire as one component of your brand and how to improve it.
Please join us for great food, an opportunity to get to know your fellow TXWSW members better and to learn a little about what your brand is and how your attire can impact your brand. Laura Tyson will give a brief introduction into what your professional brand is and then representatives from Nordstrom's will be joining us to go over current fashions, how to use a personal shopper, outfits that work best for travel and that convert from office wear to dinner wear, and they will also be going over some new and popular cosmetics.
The purpose of this education event is to get to know each other better and hopefully begin to establish some life long friendships while learning about ways to stay looking polished and put-together despite our busy schedules. We hope you can join the fun!
Thursday, July 28, 2011
5:30 - 7:30 p.m.
Baker Botts L.L.P.
98 San Jacinto Blvd., 17th Floor
Austin, Texas 78701
The cost is $30 per person and will include supper and wine.
Menu, more details or register for this event -->
Houston Education Event:
Negotiating in Life... from the Boardroom to the Dry Cleaners
Dinner at the Grotto Restaurant Featuring Sylvia A. Mayer of Weil, Gotshal & Manges LLP
http://www.weil.com/SylviaMayer/
Come hear Sylvia Mayer, a Partner in the Business, Finance and Restructuring dept. of Weil, Gotshal & Manges LLP, and an experienced negotiator. At Weil, Sylvia uses her 18 years of business restructuring experience to help her clients in some of the most challenging situations.
Thursday, June 9, 2011
6:00 pm to 8:00 pm
Grotto Restaurant - Enoteca Room
4715 Westheimer
Houstin, TX 77027
713-622-3663
Cost is $40 per person. Complimentary valet parking.
Register for this event -->
Dallas Education/Philanthropy Event
Online registration for this event is closed. You may register at the event itself.
Welcomes you to join them for their Second Annual Philanthropy Event
Benefitting
The Foundation for the Education of Young Women
A Panel Event Featuring Outstanding Women in Finance
Discussing
Their Investment Outlook and the Impact of Regulatory Changes
Thursday, May 5th 2011
4pm: Registration & Cocktails
5-6:30pm: Panel Discussion
6:30-7:45pm: Cocktail Reception
8pm: Speaker / Sponsor Dinner
Rosewood Crescent Hotel
Gallery Ballroom
Dallas, TX 75201
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PANELISTS:
PUBLIC PENSION: Cheryl Alston, Executive Director, Employees Retirement Fund of the City of Dallas
REAL ESTATE: Lucy Billingsley, Partner, Billingsley Company
HEDGE FUNDS: Caroline Cooley, Partner, Chief Investment Officer, Crestline
CORPORATE: Linda Wertheimer Hart, Vice-Chairman, President and CEO, Hart Group, Inc.
COMMODITIES: Mari Kooi, CEO and Founder, Wolf Asset Management International LLC
FIXED INCOME: Valerie Mosley, Partner, Wellington Management
VENTURE CAPITAL: Carol Nichols, Co-founder Texas Women Ventures and North Texas Angel Network
MODERATOR: Dr. Jill Foote, CFA, Rice University
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With Grateful Thanks to Our Sponsors:
Summa Cum Laude Sponsors
Magna Cum Laude Sponsors
Cum Laude Sponsors
Dean's List Sponsors
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Corina and Willie Scoggins
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Outstanding Individuals
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Christina Markell-Balleza
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With grateful thanks to Cebolla for their lovely flowers!
Dallas Education Event:
An evening with Dr. Richard Medley
TXWSW and the Dallas CFA Society are pleased to present an evening with Dr. Richard Medley.
Thursday, April 7th from 6pm to 8pm
In the Garden Room at the Hotel Crescent Court, Dallas TX
5:30pm – Registration and Cash Bar
6:00pm – 7:15pm Presentation
7:15pm -8:00pm – Cocktails and Hors D’oeuvres
Cost per person is $42 which includes presentation, appetizers and 1 drink ticket. Cash bar will also be available.
More details or register for this event -->
Dallas Education Event
A Pathway to the Boardroom - Women on Corporate Boards
To be held at the offices of the Rosewood Corporation
Thursday, January 27
6:00 pm to 8:00pm
The Rosewood Corporation
2101 Cedar Springs Rd., Suite 1600
Dallas, Texas 75201
Map and Directions
$15 per person - Refreshments to be Served
Have you ever considered Corporate Board Service? Would you like to learn more? Please join TXWSW for an evening with Melisa Denis, President of the Board Connection.
Melisa A. Denis - President, The Board Connection
During the day Melisa serves as KPMG's Partner-in-Charge of International Executive Services ("IES") in Dallas bringing more than 23 years of international tax and human resource consulting services to her clients. Melisa also serves as the overall global lead partner for several multinational corporations tasked with bringing firm-wide resources throughout KPMG and its international affiliates.
read more →
Register for this event -->
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Houston Education
Attract what you want in 2011
It's the start of a New Year and a time most of us make resolutions about what we are going to do better or differently or what we are going to stop doing. What drives us to make resolutions? It's the desire to have the life of our dreams. Come hear our own member, Barbara Stewart, share with you the keys to attracting what you want and making those dreams your reality.
Join us at the Grotto on January 20th at 6:00 p.m. for dinner, dreaming and networking.
Cost is $40 per person and includes dinner. Please note that if you are on the list one week prior to the event, you will be responsible for the charge. If you are unable to attend at the last minute, you may send someone in your place.
Date: Thursday, January 20th - Registration deadline is January 18th
Time: 6:000-8:00pm
Place: The Grotto
4715 Westheimer - Houston
More info or Register for this event -->
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Austin Education Event:
An evening with Britt Harris, CIO of Teacher Retirement System of Texas
Tuesday, November 16th from 5:30 pm – 7:30 pm
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Please join TXWSW for an evening with Britt Harris, CIO of Teacher Retirement System of Texas
When: Tuesday, November 16th
5:30 – cocktails and networking
6:00-7:00 presentation and Q&A
7:00 – 7:30 cocktails and networking
Where: Palm Court in the Member’s Clubhouse at Barton Creek
Cost is $35pp to include hors d’oeuvres and 1 drink. Cash Bar will also be available.
More details or register for this event -->
Many thanks to Barton Creek Resort and Club
for donating the room to TXWSW for the evening.
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Dallas Education Event:
Empowered Speaking for Effective Women, presented by Christie Mueller
Thursday, October 7th from 6pm – 8pm
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Locke Lord Bissell & Liddell LLP
2200 Ross Avenue, Suite 2200
Dallas, Texas 75201
Please enter the parking garage under the building from Ross Avenue or San Jacinto. Take a ticket and we will validate parking.
Ms. Mueller is donating her training services.
Empowered Speaking for Effective Women, presented by Christie Mueller, founder of CLM Business Etiquette Consulting, www.CLMetiquette.com.
"Public speaking is not a fine art, but a skill which any normally intelligent person could acquire and develop at will."- Dorothy Carnegie.
Public speaking is your opportunity to be a recognized leader in your field by effectively conveying information, personality, and the importance of your subject matter to a captivated audience. Do not pass up another opportunity to become a leader in your company because you fear the podium!
Learn How To:
- Face your fear of the podium
- Think on your feet
- Create habits of success for public speaking
- "Memorize" your presentation
- Mentally prepare and confidently execute your speech
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More details or register for this event -->
Houston Education Event:
An evening with Juliet Ellis, CFA - CIO of Invesco’s Domestic Growth Investment Management Unit
Thursday, October 21st from 6pm to 8pm.
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Where: Enoteca Room at the Grotto at 610 and Westheimer
A three course dinner will be served. Cost is $40 per person to cover the cost of your meal. Cash Bar.
This event is limited to 25 people, so register soon to reserve your spot!
More details or register for this event -->
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Dallas Networking/Education Event: three part series on effective networking
Please join us in Dallas for a three part series on effective networking presented by Nichole Jordan, Partner, Grant Thornton LLP, Cynthia Pharr Lee, C. Pharr & Company and Christine Breck, Source Trading.
Houston Education Event:
Empowered Speaking for Effective Women, presented by Christie Mueller
Tuesday, September 28th from 6pm – 8pm
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Amalfi Room at the Grotto
4715 Westheimer Road
Houston TX
The cost per person is $40 including dinner, cash bar.
Ms. Mueller is donating her training services.
Empowered Speaking for Effective Women, presented by Christie Mueller, founder of CLM Business Etiquette Consulting, www.CLMetiquette.com.
"Public speaking is not a fine art, but a skill which any normally intelligent person could acquire and develop at will."- Dorothy Carnegie.
Public speaking is your opportunity to be a recognized leader in your field by effectively conveying information, personality, and the importance of your subject matter to a captivated audience. Do not pass up another opportunity to become a leader in your company because you fear the podium!
Learn How To:
- Face your fear of the podium
- Think on your feet
- Create habits of success for public speaking
- "Memorize" your presentation
- Mentally prepare and confidently execute your speech
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More details or register for this event -->
Austin Education Event - Open to the Public:
Empowered Speaking for Effective Women, presented by Christie Mueller
U.T. Students are Invited!
Wednesday, September 29 from 5pm – 7pm
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Legacy Events Room - McCombs School of Business
Corner of 21st and Speedway
Austin, TX
Ms. Mueller is donating her training services.
Empowered Speaking for Effective Women, presented by Christie Mueller, founder of CLM Business Etiquette Consulting, www.CLMetiquette.com.
"Public speaking is not a fine art, but a skill which any normally intelligent person could acquire and develop at will."- Dorothy Carnegie.
Public speaking is your opportunity to be a recognized leader in your field by effectively conveying information, personality, and the importance of your subject matter to a captivated audience. Do not pass up another opportunity to become a leader in your company because you fear the podium!
Learn How To:
- Face your fear of the podium
- Think on your feet
- Create habits of success for public speaking
- "Memorize" your presentation
- Mentally prepare and confidently execute your speech
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More details or register for this event -->
Dallas Education Event:
Texas Wall Street Women & CFA Society of Dallas-Ft. Worth
are pleased to present:
“Achieving Success as Women in Private Wealth Management”
Please join us for an enlightening discussion with women who are leaders in the private wealth industry including lessons learned, visions for the future and advice for following in their footsteps.
Panelists
Margaret Franklin,CFA Chairman
CFA Institute Board of Governors
President & CEO of Kinsale Private Wealth
Jeannie Wyatt, CEO
South Texas Money Management
Susan Hicks, Managing Director
J.P. Morgan Private Bank
Moderator
Kay Booth, CFA
CFA Institute Board of Governors
Former Managing Director and Vice Chairman of Global Research at J.P. Morgan
Note: Men are welcome to attend this event.
Tuesday, September 14th 2010
Hotel Crescent Court, Dallas TX
5:30pm – Registration and Cash Bar
6:00pm – 7:30pm Presentation
7:15pm -8:00pm – Cocktails and Hors D’oeuvres
Cost per person is $42 which includes presentation, appetizers and 1 drink ticket.
Cash bar will also be available.
More details or register for this event -->
Houston Education Event:
Texas Wall Street Women & CFA Society Houston
are pleased to present:
“Achieving Success as Women in Private Wealth Management”
Wednesday, September 15, 2010
La Colombe d'Or Mansion
3410 Montrose Blvd.
Houston, TX 77006
11:30– Registration
11:45pm – 1:00pm Presentation
Please join us for an enlightening discussion with women who are leaders in the private wealth industry including lessons learned, visions for the future and advice for following in their footsteps.
Panelists
Margaret Franklin,CFA Chairman
CFA Institute Board of Governors
President & CEO of Kinsale Private Wealth
Leah Bennett, CFA, Managing Director
King Investment Advisors
Carolyn Pope, Vice President
Neuberger Berman
Moderator
Kay Booth, CFA
CFA Institute Board of Governors
Former Managing Director and Vice Chairman of Global Research at J.P. Morgan
Note: Men are welcome to attend this event.
The cost for lunch is $38.50 per person. Please bring a check to the event. Please note that everyone on the RSVP list as of 9/11/10 will be responsible for payment whether or not they show up. If you are unable to attend at the last minute, you may send a replacement.
More details or register for this event -->
Houston Education/Networking Event:
Summer Networking Series featuring Donna Fisher
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Effective networking is one of the most critical skills in career development and mobility. Please join TXWSW Houston for a Summer Networking Series featuring Donna Fisher, international author and Corporate Trainer! You may join us for one, two or all of these events.
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$35 per person per evening - $25 of which is allocated to the speaker. The additional amount of $10 per person will cover refreshments.
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There is a 25 person limit for this event.
Austin Education Event:
The Power of Communication: It's Not Just Business, It's Personal.
Thursday, July 15th from 6:00 pm to 8:00 pm
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Where: Barton Creek Country Club – Private Dining Room
8212 Barton Club Drive, Austin, Texas
A three course dinner will be served. Cost is $30 for dinner. Cash Bar.
This event is limited to 30 people, so register soon to reserve your spot!
Dennis is donating his time for this event. His TXWSW event in Houston was a huge success and we are grateful that he agreed to do this for us in Austin!
Dennis Tardan – Tardan Professional Development
Dennis is a communication skills consultant, professional interviewer and speaker. His specialty is helping executives, managers and teams to deliver their core messages with increased clarity, confidence and authenticity. Mr. Tardan is generously donating his time for the evening.
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More details or register for this event -->
Fundraising Total: $100,950!
Dallas Education Event:
Panel Discussion Featuring Outstanding Women in Finance
(NOTE: We are no longer accepting online reservations for this event. You may register at the event itself.)
We look forward to seeing you.
Wednesday, May 12th from 3pm to 7pm at the Hotel Crescent Court in Dallas
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Please Join TXWSW for a Dynamic Panel Discussion Featuring Outstanding Women in Finance.
This is a charity education event which will benefit the Foundation for the Education of Young Women.
Wednesday May 12th from 3pm to 7pm at the Hotel Crescent Court in Dallas Texas
Cocktails and Hors D’oeuvres preceding and following the Panel Discussion.
This event is open to TXWSW members and the public. Attendance is by donation to the Foundation for the Education of Young Women. Donate now.
TOPIC: Investment Outlook and the Impact of Changes in the Regulatory Environment
PANELISTS:
Susan M. Byrne
Chairman and Chief Investment Officer, Westwood Holdings Group, Inc.
Amy Ballew
Managing Director, Carlson Capital, L.P.
Sue Fish
CFO Rosewood Corporation, President Rosewood Property Company
Cathy Iberg, CPA
President and Deputy CIO, UTIMCO
Mari Kooi
CEO and Founder, Wolf Asset Management International LLC
Pam Noble
Portfolio Manager, Dimensional Fund Advisors
Becky Roof
Managing Director, Alix Partners
MODERATOR
Jill Foote, PhD, CFA
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We are no longer accepting online reservations for this event. You may register at the event itself.
With Grateful Thanks to Our Sponsors:
GROUP HOTEL RATE!
For those of you coming in from out of town, we have arranged a group rate of $175 a night at the Rosewood Crescent Hotel. Please call 800-654-6541 to reserve your room and mention Texas Wall Street Women.
 View the FEYW video.
NCRW Website
This event is by invitation only. For more information, please contact info@txwsw.com.
Houston Education Event:
Do Over! How to Reinvent Your Life, with Ann Daly, PhD.
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Wednesday, May 12th, 5:30 to 7:30 pm |
Attendance is by donation to the Foundation for the Education of Young
Women. Minimum suggested donation is $25. Donate now.
The event will be held at the offices of Price Waterhouse Coopers
1201 Louisiana Street
Houston TX
Refreshments will be served.
Whether you're yearning for a full-scale transformation or a minor
readjustment, life coach Ann Daly will inspire you to reach for something
more. Dr. Daly will share real-life stories and strategies from her new
audio book, Do-Over! How Women Are Reinventing Their Lives. You'll leave
ready to claim your own Do-Over! (Books available for signing.)
 View the FEYW video.
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More details or register for this event -->
Austin Education Event:
Linda Ginac, CEO, The Ginac Group - 9 Breakthrough Strategies of Super Successful Women
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Thursday, March 4th from 5:30 pm to 7:00 pm |
Where: Teachers’ Retirement System Offices
816 Congress
Austin, TX
214-871-1924
What is the difference between super successful women - entrepreneurs, CEOs, lawyers - and those who fall short? With the same experience and intelligence, why do some professionals achieve at the top of their field while others stall? Learn breakthrough strategies that leading females have used to shatter the glass ceiling.
- 9 strategies to catapult your career
- Acting on moments of intuition
- Strategies for boosting performance
- Recovering from career-stopping setbacks
- Avoiding mental games
Water will be served at the event and we will adjourn to Perry’s for happy hour for those that are able to stay.
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More details or register for this event -->
Houston Education Event:
The Power of Communication: What you say and how you say it, will change your life with Dennis Tardan.
Thursday, February 4th from 6:00 pm to 8:00 pm
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Where: Enoteca Room at the Grotto at 610 and Westheimer
A three course dinner will be served. Cost is $40 per person to cover the cost of your meal. Cash Bar.
This event is limited to 25 people, so register soon to reserve your spot!
Dennis Tardan – Tardan Professional Development
Dennis is a communication skills consultant, professional interviewer and speaker. His specialty is helping executives, managers and teams to deliver their core messages with increased clarity, confidence and authenticity. Mr. Tardan is generously donating his time for the evening.
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More details or register for this event -->
Dallas Education Event:
Women: Wellness, Wealth & Wisdom - Motivational Workshop with Ellen Castro, best-selling author, professional coach and consultant.
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Thursday, January 14th from 6:00 pm to 8:30 pm |
Please join us for a highly interactive motivational workshop exploring the realities of trust, credibility, leadership, and communications with takeaways for personal and professional success! www.ellencastro.com
What is the one question you would like to ask an executive coach? Please come prepared to ask one !!
6-6:30pm – cocktails and hors d’oeuvres
6:30-8:00pm Interactive workshop
Where: J.P. Morgan’s office
100 Crescent Court, Suite 1300
Dallas, TX 75201
Parking info: Garage underground and valet in front of hotel. Please note that there is a charge for parking. Self-parking will be validated.
Registration Deadline: Jan 10th
This event is open to Members & Guests. Attendance is limited to 43 people, so please sign up to reserve your spot!
Cost: $40.00 per person including cocktails, hors d’oeuvres and the workshop
Please note that if you register for this event, and do not attend, you will still be responsible for the fee.
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More details or register for this event -->
Dallas Education Event:
Small Dinner with Elaine Agather, Chairman of Chase’s Dallas Region and Head & Managing Director of the Private Bank at J.P. Morgan
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Tuesday, November 10th from 6:00 pm to 8:30 pm |
Where: Arcodoro Pomodoro
100 Crescent Court Ste. 140
Dallas, TX 75201
214-871-1924
www.arcodoro.com
Parking info: onsite complimentary valet
Registration Deadline: November 1st
Cost to Member, Guests, and No-Shows: $51.00/pp for dinner (includes tax and gratuity). Alcohol will be an additional charge. Please bring a check to dinner and we will settle up afterwards.
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More details or register for this event -->
Houston Education Event – Small Dinner with Leah Bennett, Managing Director, King Investment Advisors
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When: Wednesday, October 21st from 6pm to 8pm
Where: The Tasting Room at River Oaks
2409 West Alabama Street
713-526-2242
Dinner is Dutch treat and will be limited to 12 people, so sign up early!
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More details or register for this event -->
Austin Education Event - Small Dinner with Jeanie Wyatt, CEO of South Texas Money Management
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When: Wednesday, October 7th from 6pm to 8pm
Where: The Grove 6317 Bee Caves Austin, TX 512-327-8822
Cost: Dinner is Dutch Treat
Please note that this event is limited to 12 participants, so please sign up soon!
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More details or register for this event -->
New York City - small dinner with Sarah Marie Martin, Managing Director, Credit Suisse
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Thursday, October 8th at 6:00 pm
Topic: Tips for Managing your Career as a Woman in Financial Services
Where: Cellini Restaurant 65 East 54th Street, New York, NY
Please note that dinner is dutch treat. This event is limited to 16 people, so register soon to secure your spot!
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More details or register for this event -->
Houston Education Event - Small dinner with Carol Coale:
The Fall of Enron Corp. - The Story behind the Story
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Tuesday, September 22nd at 6pm
Thai Bistro
3241 Southwest Fwy
Houston, TX 77027-7503
(713) 669-9375
Dinner is dutch treat and will be limited to 20 people, so sign up soon!
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More details or register for this event -->
Austin Education Event - An evening with Cathy Iberg
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What: Small Dinner with Cathy Iberg, President and Depuity CIO, The University of Texas Investment Management Company
Where: The Clay Pit 1601 Guadalupe Street, Austin TX
When: Thursday, June 11, 2009 from 6:00 pm to 8:00 pm
Please note that this dinner is limited to 12 people, so sign up soon to reserve your spot. Dutch treat.
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More details or register for this event -->
An evening with Erin Botsford, President & CEO of the Botsford Group
Please join us in Dallas for an evening with Erin Botsford, President & CEO of the Botsford Group
Erin began her financial planning career in 1989 as a stockbroker with A.G Edwards and Sons. In 1995, she formed her own financial planning firm, now independently known as The Botsford Group. The Botsford Group specializes in Estate Planning, Risk Management, and Lifestyle and Asset Protection Strategies. In 2007, she co-founded Biltmore Capital Advisors, LLC with D.Tyler Vernon to serve a loyal client base who expressed a desire to expand their holdings with additional product offerings, both traditional and non-traditional (www.biltmorecapitaladvisors.com).
Erin’s rise from a life of poverty and misfortune to become one of the Top Financial Planners in the Country is a story that has been featured in numerous articles and publications, including Barron’s magazine Top 100 Women Financial Advisers and Top 100 Independent Financial Advisers, Kemper’s Success Stories, Real Woman magazine’s From Broke to Bountiful, Investment News and The Dallas Business Journal. She has also been listed as one of the “Best Financial Planners in Dallas” by D Magazine (Dec 2002, 2004, Jan 2009 issues).
When: Thursday, May 21st at 6pm
What: Dallas Small Dinner with Erin Botsford
Where: Hully & Mo’s
2800 Routh Street
Dallas TX
Dinner is dutch treat and limited to 12 people, so sign up early to secure a spot!
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Houston Small Dinner with Janet Luby - Networking and Job Hunting Tips
Please join us for a Houston Small Dinner with Janet Luby!
Janet has been in the fund management business for 20+ years; most recently as a Senior Portfolio Manager for Van Kampen Investments. Please join her for dinner where she will discuss what it took to get to the top, the importance of networking, and how to do it effectively.
When: Wednesday May 20th at 7:00 pm
Where: Palazzo’s Trattoria River Oaks
2300 Westheimer, Houston TX
Dutch Treat
Space is limited to 12 people, so reserve early to guarantee your spot!
JANET LUBY
Janet began her career at United Bank Houston as Assistant Comptroller and then spent 8 years at Invesco Aim, on the accounting side and then transitioning to an Equity Research Analyst role. In 1995, she took on a portfolio management role at Van Kampen Investments. Her last position there was Senior Portfolio Manager / Executive Director. She left Van Kampen in 2007. Janet is a CFA charterholder and Certified Public Accountant. She has a BBA in finance from Texas A&M and is a Houston native. She is married to Dennis Luby and they enjoy their time off at their ranch in Bandera TX.
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An evening with William R. Johnson, President and CEO H.J. Heinz Company
Texas Wall Street Women and the AIM Investment Center at the McCombs School of Business are pleased to invite you to an evening with William R. Johnson, President and CEO H.J. Heinz Company.
When: Thursday, April 30th 5:00 pm to 6:45 pm
Where: The Legacy Events Room
McCombs School of Business
Corner of 21st and Speedway, Austin TX
Alumni Profile: William Johnson
(March 3, 1998) - In 1886, American entrepreneur Howard J. Heinz made his first overseas sales to England. Today, H.J. Heinz is an international food giant with annual revenues approaching $10 billion. Effective April 30, the company appoints UT alum William R. Johnson (MBA 74) as the sixth president and CEO in its 128-year history...
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This event is open to members of Texas Wall Street Women as well as students in the UT MBA Finance Program and undergraduate students pursuing a degree in finance. You do not have to be a registered member of TXWSW to attend, however, if you are interested in attending our other events, we would encourage you to join TXWSW. Membership is free.
We look forward to seeing you there!
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Houston Education Event - Defining Insider Trading
Speaker: Mary O’Connor, Partner, Akin Gump Strauss Hauer & Felp LLP
Tuesday, April 7, 5:30 to 7:30 pm
Offices of Akin Gump Strauss Hauer & Felp LLP
1111 Louisiana Street
44th Floor
Houston, TX 77002-5200
This event is free of charge and limited to 30 people, so please register soon. We look forward to seeing you there.
Many thanks to Akin Gump for hosting us!
O’Connor, Partner, Akin Gump Strauss Hauer & Felp LLP
Mary O'Connor has more than 20 years of experience in complex business litigation, arbitration and corporate investigations. She has tried cases in state and federal district courts and has briefed and argued numerous cases on appeal. Ms. O’Connor has also handled securities arbitration proceedings before the American Arbitration Association, the New York Stock Exchange and the National Association of Securities Dealers. In addition, she has represented clients in private arbitrations involving purchase price adjustments and reinsurance issues.
Ms. O’Connor’s recent representations include –
- the audit committee of a New York Stock Exchange-listed distributor of brand-name consumer products in an investigation of alleged irregularities in accounting and disclosure practices
- the audit committee of a public company providing restaurant and entertainment services in an investigation of alleged irregularities in accounting for stock option grants
- an Argentina-based oil and gas company in federal trial and appellate court proceedings to confirm ICC arbitration awards in excess of $550 million against a state-owned oil company and the Government of Turkmenistan
- a leading provider of nutritional supplements in shareholder class action, shareholder derivative and Texas Attorney General litigation related to marketing practices of the company’s independent sales associates
- the former CEO of a public company in an SEC enforcement action based on the company’s alleged improper recognition of revenue for software sales and services
- the former CFO of a publicly-held distribution company in shareholder class actions, litigation by the trustee of a liquidating trust for creditors of the company, and an SEC enforcement action arising from alleged improprieties in accounting for vendor incentives
- the chairman of the board of a publicly-owned financial services company in NASD arbitration proceedings brought by individual customers of an introducing broker
- an Ohio-based manufacturing company in an SEC investigation of fraudulent accounting practices by the vice president for finance of one of its subsidiaries
- a major telecommunications company in trademark litigation with a competitor in the wireless services business
- a manufacturer of food-grade plastic packaging in patent infringement litigation with a competitor.
Ms. O'Connor joined Akin Gump in 1983 and has been a partner since 1990. She received her B.A. summa cum laude in political science from Bryn Mawr College in 1979 and her J.D. from Stanford Law School in 1983. She is a member of the State Bar of Texas, the Dallas Bar Association, the Texas Bar Foundation and the Dallas Bar Foundation. She is admitted to practice before the U.S. Supreme Court, the U.S. Court of Appeals for the 5th Circuit, and the U.S. District Courts for the Northern and Southern Districts of Texas and the District of Colorado.
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Becky Roof - You cannot be successful if...
Please join us for a presentation hosted by Becky Roof!
"You cannot be successful if..."
Come hear Becky’s best advice on how to achieve your career goals.
The evening will include lots of socializing, wine, champagne and hors d’oeuvres!
When: Monday, November 10, 2008 from 5:30 to 7:30 pm.
Where: Becky Roof’s home – Tanglewood Area
Becky’s bio
P.S. If you have any suits to donate, please bring them along. Becky will arrange to have them cleaned and donated to the Houston Area Women’s Shelter.
This event is free of charge and is being hosted by Alix Partners.
We look forward to seeing you there!
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Tom Meredith Redux - Houston
Carter Wimberly will be hosting us for Tom Meredith's presentation that he gave in Dallas. This video is a must-see and we hope you will join us. Carter will host us for cocktails and heavy hors d'ouevres ahead of the video.
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What: Tom Meredith Redux, cocktails and heavy hors d'ouevres
When: Thusday, September 18, 2008 at 6pm
Where: Carter's house - Memorial Area
Please sign up soon as attendance is limited to 35 people.
Hope to see you there!
Due to the power outages in Houston, this event has been postponed. Check back for rescheduling info.
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KAY McCONAUGHEY
Author
Austin - September 30, 2008 - 8:00 a.m.
Kay McConaughey will be speaking to TXWSW and the students at the Ann Richards School about her new book - I Amaze Myself. The event will be held at the Ann Richards School in Austin TX at 8:30 am. This promises to be an amazing event!
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Register for this event.
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Houston Education Event
Ryan Crane, CFA, CIO Stephens Investment Management
Please join us for a presentation on Behavioral Finance presented by Ryan Crane, CFA, CIO Stephens Investment Management. Behavioral Finance is a relatively new field that layers the study of psychology on top of economic theory.
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Human nature and the psychology of investing cause individuals to make bad decisions. Understanding these behavioral biases will help you overcome these tendencies and become a better investor, and perhaps even exploit inefficiencies created in the market by others' irrational behavior. This discussion will be interactive with the audience, and it will provide a case study on how even professional investors fall into these psychological traps. Although Ryan will center his discussion on investments, the concepts can be applied to decisions we make every day.
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WHAT: Behaviorial Finance Talk & Supper
WHERE: 3700 Buffalo Speedway, 2nd floor - Houston, TX
(parking garage behind building)
WHEN: Wednesday, July 16th 6-8pm
(Registration starts at 5:30 pm)
Hosted by Stephens Investment Management Group
Please note that attendance is limited to 30 people, so please register soon!
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Tom Meredith Redux - Austin
For those of you that were not able to make it to Dallas to hear Tom
Meredith speak, Christine Breck will be hosting us at her house for dinner
and the video of Tom's speech.
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Date: Thursday, July 24th, 2008
Time: 6:00 pm
What: Dinner and Tom Meredith's video
Location: Christine's house - Barton Creek
Hosted by Source Trading.
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THOMAS J. MEREDITH
Acting Chief Financial Officer, Motorola, Inc.
Dallas - March 13, 2008 - 5:00 p.m.
Please join us for our Inaugural TXWSW Dallas Education Event & Kickoff Cocktail Party to be held on Thursday March 13th, 2008 from 5:30 - 7:30 pm at the Crescent Club in Dallas TX.
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Date: Thursday, March 13th, 2008
Time: 5:00 pm to 7:30 pm
What: Education Event and Kickoff Cocktail Party
Host: Source Trading
Location: The Crescent Club 200 Crescent Court, Dallas TX
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Video from this event
Photos from this event
 Tom's presentation
Education Committee
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