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  2014 Overview

Planning Committee Members

Friday, November 14, 2014
8:30am - 4:00pm

The CFAH - Rice Wealth Management Symposium "Putting Investors First"  signature event will bring together industry professionals for a day of engaging discussions on a wide range of important private wealth management strategies, issues and opportunities. Nationally recognized speakers and thought leaders in the wealth management community will present a variety of current and cutting edge topics affecting the individual investor that every private client advisor should know about.

This Wealth Management Symposium will feature a full day of speaker presentations, including Q & A and casual access to speakers when they are available. Lunch is provided.


Registration Fee: (includes parking, lunch, and networking events)

Click on the ticket below to register
Early Bird Price
October 24, 2014
Regular Price
October 24, 2014
Students Register Now! $50 $60


The CFA Societies of Texas:
CFA Society of Houston
CFA Society of Dallas-Ft. Worth
CFA Society of Austin
CFA Society of San Antonio
CFA Charterholders
Wealth Managers
Personal Financial Planners
Family Investment Officers
Financial Consultants
Investment Managers

Business Casual


Jones Graduate School of Business - McNair Hall
Shell Auditorium at McNair Hall, Rice University

Campus Directions and Parking Information to Rice University's McNair Hall

About the Jones School
The Jones Graduate School of Business at Rice University is one of the world’s leading business schools. Named in honor of the late Jesse Holman Jones, a prominent Houston business and civic leader, the Jones School is distinguished by its strong foundation in accounting, finance, marketing, and management with areas of excellence in energy, entrepreneurship, and health care. Degreed programs include the Rice MBA, MBA for Executives, and MBA for Professionals as well as joint MBA degrees in medicine, mechanical engineering and professional science. A PhD in Business attracts candidates aspiring to become faculty members at business schools in prestigious research universities internationally. The Jones School also provides an undergraduate business minor and full schedule of non-credit executive education open enrollment and customized courses for business and industry along with certificates in finance and accounting, health care and marketing. For more information visit

About Rice University
Rice's small size allows personal interaction between students and professors, while our eminent faculty foster the intellectual excitement of a major research university. At Rice, undergraduates at all levels participate in cutting-edge research with world-class faculty in the humanities, social sciences, engineering and natural sciences. Premier architecture and music professors enhance classroom experiences with their exceptional talent and artistry. A Rice education offers personal involvement and excellence in programs that prepare graduates for a changing world. For more information visit


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