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Conference Schedule (PDF)   Participating Universities (PDF)   Directions, Maps, and Hotels (PDF)

The TIPS conference, now in its 12th year, is a forum for students and faculty from Texas and Southwestern universities with investment management curriculum.

TIPS 2015 provides the more than 200 participants with a wonderful opportunity to learn from and interact with senior investment industry professionals through keynote presentations, panel discussions, and networking events.

TIPS 2015 is also home to two competitions:  

Keynote Speakers

Lee Partridge, CFA
Chief Investment Officer

Allison Thacker
Chief Investment Officer, Rice University
President, Rice Management Company

John Olson, CFA
Managing Partner Emeritus
Houston Energy Partners
Speaker Bios


CFA Institute Research Challenge - Southwest US Finals

Competition Hosts

Leah Bennett, CFA
Co-Chief Investment Officer
South Texas Money Management

Sharon Criswell, CFA
Chief Operating Officer Emeritus
ALM First Financial Advisors


Hal Clark, CFA
Senior Client Portfolio Manager

John F. Gualy, CFA
Partner and Portfolio Manager
Eagle Global Advisors

Donald W. Hultgren, CFA
Three Part Advisors

Lee Partridge, CFA, CAIA
Chief Investment Officer & Managing Director

Holland Timmins, CFA
Chief Investment Officer
Texas Permanent School Fund

Rodric Cummins, CFA
SVP, Chief Investment Officer

Beth Hamilton-Keen, CFA
Director, Private Wealth Management
Mawer Investment Management

Brian E. McManus, CFA, J.D.
Chief Investment Officer Emeritus
Westwood Management

Tom L. Stringfellow, CFA, CPA, CFP
Frost Investment Advisors

Gary Walsh, CFA, CPA
Principal and Portfolio Manager
Luther King Capital Management


Hosts and Judges Bios

Portfolio Manager's Finalist Competition

Competition Host

Pat Swanson, CFA
Principal and Chief Compliance Officer
King Investment Advisors


Alan Brochstein, CFA
420 Investor

Clark Blackman, CFA, CPA/PFS, AIF
President and CEO
Alpha Wealth Strategies

Michael Hanna
Vice President – Equity Investments
Vaughan Nelson Investment Management

Jim Jordon, CFA
Deloitte Transaction & Business Analytics

Shirley Ogden, CPA, CFA
Director of Investments
Lee Financial

Hosts and Judges Bios


2015 Sponsors