Friday, February 21, 2020

Time Description Location
9:40 am Registration Rotunda of Shell Auditorium
9:40 am Brunch Anderson Family Commons
10:20 am Welcome Remarks Shell Auditorium
10:30 am Keynote: Latin America: Policy Pendulum Swings
  • Gabriela Santos, Executive Director, Global Market Strategist, JP Morgan Asset Management
Shell Auditorium
11:40 am Keynote: Is Value Investing Dead… Or Just Sleeping?
  • Joel Greenblatt, Managing Principal & Co-Chief Investment Officer, Gotham Funds
Shell Auditorium
12:50 pm Keynote: Credit Investing: What Time is It?
  • Jerry O’Brien, Chief Executive Officer & Chief Investment Officer, O’Brien-Staley Partners
Shell Auditorium
2:00 pm Pizza & Beer Happy Hour
Sponsored by O’Brien-Staley Partners
Anderson Family Commons/Woodson Courtyard

 

Saturday, February 22, 2020

Time Description Location
8:00 am Registration Rotunda of Shell Auditorium
8:00 am Breakfast Anderson Family Commons
8:40 am Welcome Remarks Shell Auditorium
8:50 am Competition: Portfolio Managers Competition
  • Mark McMeans, CFA (Competition Host), Chief Executive Officer, Brasada Capital Management
Shell Auditorium
10:30 am Networking Break Anderson Family Commons
11:10 am Competition: CFA Institute Research Challenge – Southwest U.S. Semi-Finals
  • Sharon Criswell, CFA (Competition Host), Chief Operating Officer Emeritus, ALM First Financial Advisors
  • John Keeton, CFA (Competition Host), Wealth Strategist, Covenant Multifamily Offices
Shell Auditorium
12:40 pm Lunch Grand Hall, Rice Memorial Center
1:00 pm Keynote: Oil and Natural Gas Outlook: Is 2020 the Inflection to a Stronger Market?
  • Pearce Hammond, Jr., CFA, Managing Director, Senior Research Analyst, Simmons Energy | A Division of Piper Jaffray
Grand Hall, Rice Memorial Center
2:00 pm Competition: CFA Institute Research Challenge – Southwest U.S. Finals Shell Auditorium
2:50 pm Awards Ceremony Shell Auditorium