Rice University to host expanded Texas Investment Portfolio Symposium for professionals and students

HOUSTON – Texas’ premier investment education and networking program is coming to Rice University’s Jones Graduate School of Business.

The Texas Investment Portfolio Symposium
(TIPS) brings together professionals, students and faculty from more
than 40 Texas and Southwestern universities to learn about the world of
investments. The 17^th annual event is scheduled for Feb. 21-22, 2020.

Rice, along with CFA Society Houston (CFAH), CFA Societies Texas (CFAT) and CFA Society Louisiana (CFAL), will host the symposium’s first extended, two-day conference.

The first day of sessions will include networking opportunities and
keynote speeches from Joel Greenblatt, chief investment officer of
Gotham Asset Management; Jerry O’Brien, CEO and CIO of O’Brien-Staley
Partners; and Gabriela Santos, global market strategist at JP Morgan
Asset Management. The second day of events features a keynote speech by
Pearce Hammond, managing director of Simmons Energy, and two student
competitions:

-The CFA Institute Research Challenge
includes schools from across the Southwest region, competing for a
chance to represent the region in the finals. Eight teams will analyze,
write and present investment recommendation reports on a publicly traded
company.

-The Portfolio Managers Competition
will be similar to a final pitch that all investment firms make when
competing for an institutional account. The competition consists of
10-minute presentations by student teams representing each finalist
school.

The two-day summit is open to the public. Registration is $99 for professionals, $75 for CFA Society and Rice MBA Networking List members and $25 for students and faculty. For the agenda and to register, visit https://business.rice.edu/TIPS/.

What: Texas Investment Portfolio Symposium (TIPS)

Who: Keynote speakers Gabriela Santos, global market strategist, JP Morgan Asset Management; Joel Greenblatt, managing principal and co-CIO, Gotham Funds; Jerry O’Brien, CEO and CIO, O’Brien-Staley Partners; Pearce Hammond, managing director, Simmons Energy

When: Friday, Feb. 21-Saturday, Feb. 22

Where: Rice University, McNair Hall’s Shell Auditorium, 6100 Main St. Parking is available in the Central Campus Garage. For directions, see http://business.rice.edu/directions-and-parking.