2013 CFA Society of Houston Investor Symposium

Overview
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.

Format
The Investor Symposium Signature Event will feature dialogue driven panel discussions led by institutional investors, consultants and academics and keynote speaker presentations.

Attendees
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

Attire
Business Casual

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

Sponsors:

CFAH Logos 2013 v3

Event Information Title
2013 CFA Society of Houston Investor Symposium on the Financial Markets
Friday, November 8, 2013
7:00am - 5:00pm
McNair Hall, Rice University

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  Agenda     Speakers
7:00am  

Registration / Light Breakfast

8:00am  

Welcome Remarks: Future of Finance

8:30am  

Keynote: What Indicators to Watch for Signs of Recovery

9:25am  

Keynote on Equities: Sustainability in a Fat Tailed, Long Duration Backdrop
Keynote on Fixed Income: Implications of a Rising Rate Environment

10:30am  

Networking Break

11:00am  

Panel: Future of Alternative Assets

12:00pm  

Lunch / Keynote: Houston and How It is Good Place to Invest

1:30pm  

Keynote: Who Should Hedge Tail Risk?

2:30pm  

Panel: Future of Asset Allocation

3:30pm  

Networking Break

4:00pm  

Panel: Future of Energy

5:00pm  

Closing Remarks