Thank you Texas Investor Summit Sponsors!
Title Sponsor:

Investor Summit Sponsors:
 Silver Sponsors
Commerce Street Capital
Dana Investment Advisors
Trinity Private Equity Group
 
Bronze Sponsors:
Lee Financial
First Trust Portfolios
Smith Group Asset Management
Strategas Research Partners, LLC


CFA SOCIETY DALLAS-FORT WORTH
ANNUAL FORECAST DINNER

Thursday, February 13, 2014
6pm – 9pm  •  Belo Mansion

"Opportunity Amid Uncertainty"

Click here to view the 2014 Annual Forecast Dinner Video

Speakers included:

Jim Grant, Grant’s Interest Rate Observer
Kathleen Hays, Bloomberg
Bill Miller, Legg Mason Capital Management
Shad Rowe, Rowe & Company Inc.


Forecast Dinner Sponsors:

Gold Sponsor:
Barrow Hanley Mewhinney & Strauss

Silver Sponsors:
GuideStone Financial Resources
Hodges Capital
Luther King Capital Management
RGL Advisors/RGL Forensics
Westwood Holdings Group, Inc.

 

CFA SOCIETIES TEXAS
ANNUAL INVESTOR SYMPOSIUM

Friday, February 14, 2014
8:15am – 3:30pm  •  Southern Methodist University

Please click on the title of the program to view the presentation


Click here to view the YouTube videos of the each presentation.

Presentations:


Hayman Global Outlook Pitfalls and Opportunities for 2014
Kyle Bass,
Hayman Capital Management

Everything you wanted to know about the Federal Reserve but were afraid to ask...
Harvey Rosenblum,
Adjunct Professor, SMU

Avoiding the Behavioral Pitfalls of Emotion Driven Investing
Joshua Chisari,
JP Morgan

A Generational Shift in Investing
Ronald Florance, CFA,
Wells Fargo

Historical Precedents for Persistently Low US Inflation:
Their Causes and Implications for Contemporary Times

Dr. Lacy Hunt,
Hoisington Investment Management

Stop, Look and Listen: Energy Investing in Our Turbulent Markets
John Olson,
Energy Industry Analyst

The Dawn of Fiduciary Capitalism
John Rogers, CFA,
CFA Institute

 

TEXAS INVESTMENT PORTFOLIO SYMPOSIUM (TIPS)
& CFA RESEARCH CHALLENGE

Saturday, February 15, 2014
9am – 5:30pm  •  Southern Methodist University

Click here to view the YouTube videos of the each presentation.

TIPS Sponsors:
Gold Sponsor:
CFA Societies of Texas

Silver Sponsors:
Bloomberg
Elm Park Capital Management

Bronze Sponsors:
CFA Society of Louisiana
CFA Society of Oklahoma
Hillcrest Investment
 Oakview Capital Management
Schweser