CFA Society Houston

A Member of the CFA Institute Global Network of Societies

 Time Description
8:30am Registration
9:00am - 9:15am Welcome Remarks: "Putting Investors First"
9:15am - 10:05am

Keynote: Alternative Investments in Private Client Portfolios
James G. Jones, CFA, CLU, ChFC, MBA - CFA Institute, Sterling Investment Advisors, LLC

10:05am - 10:25am Networking Break
10:25am - 11:15am Keynote: Tax Management - Strategies for Today's Investment Professional
Dr. Andrew Berkin, Ph.D. - Bridgeway Capital Management
11:15am - 12:15pm Lunch
12:30pm - 1:20pm Keynote:Effective Client Communications - Establishing a Relationship of Trust and Transparency
Tim Mauer, CFP - BAM Alliance
1:20pm - 1:50pm Networking Break
1:50pm - 2:40pm Keynote: Planning for Retirement - Critical, Cutting Edge Ideas for the Client Planning For Retirement
Sharon Carson, MBA, RMA, CRPC - J.P. Morgan
2:40pm - 3:30pm Keynote: Should Equities Decline in Retirement, or Is a Rising Equity Glidepath Actually Best?
Michael E. Kitces, MSFA, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL - Pinnacle Advisory Gr
3:30pm - 4:00pm Closing Remarks and Networking Opportunity; formal sessions concluded
4:00pm - 5:00pm BONUS Session: Up-Close and Personal: Michael Kitces on Social Security and Your Questions Answered