2013 CFA Society of Houston Investor Symposium

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
Robert 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
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