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2012 CFA Society of Houston Investor Symposium
"New Economics of the Financial Markets"
November 2, 2012
Rice University, Houston, Texas

This Investor Symposium will bring together industry professionals for half a day of engaging discussion 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 Rice Energy and Finance Summit (REFS), November 1, 2012, at Rice University.

The Investor Symposium will feature dialogue driven panel discussions led by institutional investors, consultants and academics, and key note speaker presentations.

CFA Society of Houston Investor Symposium targets the following groups:

CFA Charterholders
Institutional Investors and Family Offices
Private Investors
Investment Managers
Financial Consultants
Wealth Managers
Endowments/Foundations Board Members

Business Casual

As a participant in the CFA Institute approved-Provider Program, CFA Houston has determined that this event qualifies for 5 (five) credit hours under the CFA Institute Professional Development Program.

CPAs are eligible to receive 3 (three) hours of CPE Credit for attending.


Frost Investment Advisors, LLC
Platinum Sponsor
Salient Partners, L.P.
Gold Sponsors

Charles Schwab
Smith Graham
Tudor, Pickering, Holt & Co.
Silver Sponsors
Texas Wall Street Women (TXWSW)
REFS/Rice University
Financial Planning Association of Houston (FPA)
Marketing Partners
CFA Institute
Research Foundation of CFA Institute
Research Sources
For more information, please contact Natalie M. Kassenyeva at [email protected]