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Intelligent Investment Advising in the Fintech Era
 

Schedule

MONDAY, APRIL 23, 2018
Duncan Hall
Martel Hall and McMurtry Auditorium
Rice University

9:00 a.m. – 9:30 a.m. Registration and Continental Breakfast

9:30 a.m. – 9:45 a.m.  University Welcome and Opening Remarks: Reginald DesRoches, William and Stephanie Sick Dean, George R. Brown School of Engineering, George R. Brown School of Engineering;  Marina Vannucci, Noah Harding Professor and Chair of Statistics; Katherine B. Ensor, Noah G. Harding Professor of Statistics and Director, Center for Computational Finance and Economic Systems

9:45 a.m. – 12:00 a.m. Session I: Situational Awareness
Session Chair: Brian Domitrovic, History Department Chair, Sam Houston State University

9:45 – 10:30 a.m. Mark Radulovich, Principal, Prota Financial.

10:30 – 11:15 a.m. David Koenig, Vice President and Chief Investment Strategist for Schwab Intelligent Portfolios.

11:15 – 12:00 a.m. Jeffrey D. Saut, Chief Investment Strategist, Raymond James Financial, Inc.

12:00 p.m. – 1:00 p.m. Lunch (Duncan Hall)

1:00 p.m. – 4:30 p.m. Session II: Critical Fintech Elements
Session Chair: John A. Dobelman and Katherine B. Ensor

1:00 – 1:15 p.m. Katherine B. Ensor, Noah G. Harding Professor of Statistics and Director of CoFES.

1:15 – 2:00 p.m. Cullen Rogers, Chief Investment Officer, Qapital, Inc.

2:00 – 2:45 p.m. Daniel Zales, Principal, Accrue Investments and Consulting.

2:45 – 3:00 p.m. Break 

3:00 – 3:45 p.m. Kim Raath, Head of Financial Engineering, Topl LLC and Rice Ph.D. Student, Department of Statistics.

3:45 – 4:15 p.m. Harrison Hicks, CEO of Nominis, LLC and Ph.D. Student at Univeristy of Tennessee (Knoxville).

4:15 – 4:30 p.m. Pratik Seta and Charlsea Lamb, et al. CoFES students recap wins at CFA Institute Research Challenge (IRC)

4:30 – 5:45 p.m. Reception and Poster Session, with Prota Challenge Poster Competition

5:45 p.m. Conference Concludes