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


Jeff Falk

Avery Ruxer Franklin

Rice to host expanded Texas Investment Portfolio Symposium for professionals and students
Top investment education event in state set for Feb. 21-22

HOUSTON — (Feb. 5, 2020) – 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 17th annual event is scheduled for Feb. 21-22.

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/.

McNair Hall, the home of Rice’s Jones Graduate School of Business.

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.

Members of the news media who want to attend should RSVP to Avery Franklin, media relations specialist at Rice, at averyrf@rice.edu or 713-348-6327.


Related materials:

Follow Rice Business via Twitter @Rice_Biz.

Follow Rice News and Media Relations via Twitter @RiceUNews.

Located on a 300-acre forested campus in Houston, Rice University is consistently ranked among the nation’s top 20 universities by U.S. News & World Report. Rice has highly respected schools of Architecture, Business, Continuing Studies, Engineering, Humanities, Music, Natural Sciences and Social Sciences and is home to the Baker Institute for Public Policy. With 3,962 undergraduates and 3,027 graduate students, Rice’s undergraduate student-to-faculty ratio is just under 6-to-1. Its residential college system builds close-knit communities and lifelong friendships, just one reason why Rice is ranked No. 1 for lots of race/class interaction and No. 4 for quality of life by the Princeton Review. Rice is also rated as a best value among private universities by Kiplinger’s Personal Finance.

About Avery Ruxer Franklin

Avery is a media relations specialist in the Office of Public Affairs.