CFA Society - Houston

2013 CFA Society of Houston Investor Symposium
"Future of Finance"
Friday, November 8, 2013
Jones Graduate School of Business, McNair Hall | Rice University

2013 CFAH Investor Symposium Agenda


Time Description
7:00am Registration / Light Breakfast
7:45am Welcome Remarks: Future of Finance
Barbara Ostdiek, PhD, CFA – Senior Associate Dean of Degree Programs, Rice University, Jones Graduate School of Business
Ashvin Vibhakar, PhD, CFA - Managing Director, Senior Advisor, CFA Institute
8:30am Keynote: What Indicators to Watch for Signs of Recovery
Richard Yamarone – Senior Economist, Bloomberg
9:25am Keynote on Equities: Sustainability in a Fat Tailed, Long Duration Backdrop
Mamundi (MG) Subhas, CFA
– Senior Vice President, Neuberger Berman

Keynote on Fixed Income: Implications of a Rising Rate Environment
Greg McGreevey
– CEO and Head, Invesco Fixed Income
10:30am Networking Break
11:00am Panel: Future of Alternative Assets
Keith Black, PhD, CFA, CAIA
– Director of Curriculum, CAIA
Sameer Jain
– Chief Economist and Managing Director, American Realty Capital
Bob Murphy, CFA, FRM, CAIA
– Chief Investment Officer, Hatteras Alternative Mutual Funds
Kareem Hamady – Product Manager, Bloomberg (Moderator)
12:00pm Lunch / Keynote: Houston and How It is Good Place to Invest
Annise Parker
– Mayor, City of Houston
1:30pm Keynote: Who Should Hedge Tail Risk?
Bob Litterman – Chairman, Risk Committee, Kepos Capital
2:30pm Panel: Future of Asset Allocation
Gregory Brunt, CFA – Chief Investment Officer, Houston Municipal Employees Pension System
Eugene Podkaminer, CFA – Vice President, Capital Markets Research, Callan Associates Inc.
Allison Thacker– Vice President for Investments and Treasurer, Rice University; President, Rice Management Group
Daniel Fisher – Senior Editor, Forbes Media (Moderator)
3:30pm Networking Break
4:00pm Panel: Future of Energy
Gregory Broussard – Senior Energy Trader, Trafigura
Gregory Reid
– Managing Director, President, and CEO, Salient’s MLP Business
Arthur Smith, CFA – President and Managing Director, Triple Double Advisors
Edward Hirs, CFA – Managing Director, Hillhouse Resources (Moderator)
5:00pm Closing Remarks