1. FUTURE OF FINANCE Forecast Dinner Thank you for your consideration

2. Thanks you for joining us for a thought provoking panel discussion featuring two nationally renowned speakers, Jeremy J. Siegel, Ph.D., and Robert D. Arnott, on the topic - “Future of Finance." You will hear them share their insights and opinions on how CFA Professionals are positioned to shape a truly trustworthy and respected financial services industry. Learn how you, along with other CFA Professionals​, can motivate and empower the world of finance to become an environment where investors thrive and their interests always come first, where markets function at their optimal best, and economies experience unprecedented grow. Agenda 5:00pm – Private VIP Reception 5:30pm – Cocktail Hour and Registration 6:30pm – Guests are Seated 7:00pm – Dinner is Served 7:15pm – Program Begins 8:15pm – Q&A 9:00pm – Program Concludes WELCOME

3. BECOME A SPONSOR Strategic Partner Program Reach the Investment Profession’s Most Influential Practitioners Weekly Luncheon Sponsorship – Fall or Spring$3000 Sponsor one (1) luncheon meeting. Identification as sponsor on the website event announcement; Featured as sponsor on all event email announcements; Opportunity to recommend the speaker sponsored; topics must adhere to CFA Houston speaker guidelines; On-screen logo display with “Diamond Sponsor” prior to and during lunch; Option to introduce the sponsor and/or the speaker (5 min max); Sponsor promotional items may be offered on the registration table or luncheon tables with prior notice; Listing on Strategic Partners page of the CFA Society of Houston website (www.CFAHouston.org); Hotlink from the strategic partner’s listing to the sponsor’s webpage for either the fall (S-D) or the spring (J-M), whichever corresponds to the date sponsored; Four (4) tickets to the luncheon sponsored (additional tickets are available at $40.00 each) FOR MORE INFORMATION Contact Elizabeth Burdine at sponsorship@cfahouston.orgsponsorship@cfahouston.org

4. THANK YOU TO OUR CFA HOUSTON PAST PRESIDENTS Vance M. Arnold 1984-1985 Elinor G. Ashworth1988-1989 James L. Bayless1963-1964 Henry M. Beissner1960-1961 Leah R. Bennett2005-2006 Herbert J. Bickel1969-1970 John E. Bixby1964-1965 Richard L. Bradley1965-1966 Cindy Brien2006-2007 George C. Briggs1971-1972 Charles E. Brown1956-1957 David M. Cornell1972-1973 Dana B. Croswhite2000-2001 Jeffrey E. Curtiss2012-2013 Joseph T. Dabney III1989-1990 Nancy Daniel1985-1986 M. Lynn Detrick1997-1998 Harry M. Flavin1967-1968 M. Lucinda Freeman1994-1996 John B. Gilum1979-1980

5. THANK YOU TO OUR CFA HOUSTON PAST PRESIDENTS Joseph C. Graf1973-1974 John F. Gualy2004-2005 Jack R. Hamilton1981-1982 Jack C. Harris1959-1960 Anthony W. Henfrey1986-1987 Scott W. Hill2007-2008 Ronald H. Joe2010-2012 Elliot A. Johnson1957-1958 Christopher W. Jones2003-2004 Jim Jordan2009-2010 John E. Justice III1968-1969 Natalie M. Kassenyeva2014-2015 Sharon K. Keith1993-1994 Jan A. Koenig2001-2002 Richard A. Lewis1992-1993 Dahl Marshall1977-1978 Robert B. McAshan III1990-1991 Carroll R. McGinnis1980-1981 Thomas R. Mongan1975-1976 Richard L. Nelson Jr.1982-1983

6. THANK YOU TO OUR CFA HOUSTON PAST PRESIDENTS Philip R. Neuhaus1958-1959 Patrick Oakes2008-2009 James M. Parker1979-1980 Lovett C. Peters1955-1956 Stephen C. Raffaele2002-2003 William C. Sandy1962-1963 Jeffrey L. Sarff1983-1984 J. Franklin Scarborough1983-1984 Ronald J. Stapleton1999-2000 Robert M. Stephens1978-1979 Robert Stewart1961-1962 Pat H. Swanson1998-1999 Luis F. Vaca-Gomez2013-2014 Eugene H. Vaughn1967-1968 Nicholas N. Wentworth1974-1975 Willoughby C. William1966-1967 Thomas A. Wimberly1996-1997 Gordon T. Wise1970-1971 John E. Young1987-1988

7. PAST EVENTS PICTURES

11. THANK YOU TO OUR 2016 CFA DIAMOND SPONSOR WISDOM TREE

12. THANK YOU TO OUR 2016 CFA GOLD SPONSOR BRIDGEWAY

13. THANK YOU TO OUR 2016 CFA SILVER SPONSORS CHARLES SCHWAB

14. THANK YOU TO OUR 2016 CFA SILVER SPONSORS J.P. MORGAN

15. THANK YOU TO OUR 2016 CFA SILVER SPONSORS WOODWAY FINANCIAL

16. THANK YOU TO OUR 2016 CFA TABLE SPONSORS FROST INVESTMENT ADVISORS, LLC LEGG MASON JOHN HANCOCK INVESTMENTS

17. JOIN US FOR OUR CASINO NIGHT

18. The Port of Houston: A Major Economic Engine at Work The Port of Houston is a major economic engine for the Houston region and beyond, supporting the creation of more than 2.1 million nationwide jobs and the generation of $499 billion in economic activity nationally. The Port is home to the nation’s largest petrochemical complex and is also the nation’s largest port for foreign waterborne tonnage and its number one exporter of goods. The Port of Houston Authority handles about two thirds of all the container traffic moving through the U.S. Gulf of Mexico. JOIN US FOR OUR NEXT CFA MEETING FEBRUARY 24, 2016 Speaker: Phyllis Saathoff Chief People Officer for the Port of Houston Authority

19. THANK YOU TO OUR SPEAKERS: MODERATOR DAN S. MEADER

20. THANK YOU TO OUR SPEAKERS: ROBERT D. ARNOTT

21. THANK YOU TO OUR SPEAKERS: JEREMY J. SIEGEL