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

The Investor Symposium Signature Event will bring together industry professionals for a full day of engaging discussions on a wide range of common investment topics and opportunities in both traditional and alternative investments. The leaders and practitioners from the institutional investment community will discuss asset allocation strategies, regulatory environment and geopolitics. This symposium will take place a day after the Rice Energy and Finance Summit (REFS), November 7, 2013 at Rice University.

- Join special guest Mayor Annise Parker, the Keynote Lunch Speaker, as she talks about "Houston and How It is Good Place to Invest"
The Investor Symposium Signature Event will feature dialogue driven panel discussions led by institutional investors, consultants and academics and keynote speaker presentations.

CFA Societies of Texas; CFA Charter Holders; Institutional Investors and Family Offices; Private Investors; Investment Managers; Financial Consultants; Wealth Managers; Endowments/Foundations; CFOs; Academics; Students

Business Casual

Continuing Education Credits
CFA Institute
CFP, CPA, and GARP credits available


American Realty Capital

Platinum Sponsor

Hatteras Fund

Platinum Sponsor


Platinum Sponsor


Gold Sponsor

First Trust Advisors

Gold Sponsor

Neuberger Berman

Gold Sponsor


Gold Sponsor


Gold Sponsor

Charles Schwab

Silver Sponsor

CFA Institute

Continuous Supporters