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ABOUT THE EVENT
Funds Society is delighted to invite you to the fifth edition of the Funds Society Investment Summit Houston to be held on March 6th, 2025 at the Hyatt Regency Houston Galleria.
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After listening to the investment ideas and the outlook of our sponsors (Muzinich & Co, M&G Investments, State Street Global Advisors - SPDR , Thornburg Investment Management and Vanguard) we will head to the Houston's Livestock Show and Rodeo, where we will enjoy a rodeo show from the Funds Society private suite, followed by an AJR concert for an unforgettable evening. A shuttle will take us to the NRG Stadium, host of the Rodeo, and then take us back to the hotel after the show.
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Join us for a great investment retreat with a perfect mix of academics and one of the most traditional events in Texas. Spots are limited so please reserve your space at your earliest convenience.
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If you're not based in Houston, Funds Society will take care of flights and accommodation.
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*FOR COMPLIANCE REASONS, THE ATTENDANCE OF THE FULL ACADEMIC PROGRAM IS MANDATORY.
Previous Funds Society event
AGENDA
March 6th
11:30 am - Registration
12:00 pm - 01:15 pm - Welcome Lunch
01:20 pm - 02:00 pm - Work Session 1
02:05 pm - 02:45 pm - Work Session 2
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02:50 pm - 03:30 pm - Work Session 3
03:35 pm - 04:00 pm - Coffee Break
04:05 pm - 04:45 pm - Work Session 4
04:50 pm - 05:30 pm - Work Session 5
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06:00 pm - Shuttle to Houston's Livestock Show and Rodeo
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10:00 pm - Shuttle back to Hyatt Regency Houston Galleria
* The agenda is tentative and might change.
SPONSORS
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Presentation:
Barings Global Senior Secured Bond Fund & Barings Private Credit Corporation (BPCC)
Fred Bates, Managing Director
Madison is a
Presentation:
BNY Mellon Global
Equity Income
James Lydotes, Head of Equity Income and Deputy Chief Investment Officer
Madison is a
Presentation:
Brown Advisory US Sustainable Growth Fund
Madison Freeze, CIMA
Regional Investment Consultant
Madison is a member
SPEAKERS
EVENT APP
As a registered attendee of the V Funds Society Investment Summit Houston event, we offer you an app for phones and tablets which will be very useful during the event.
STEPS
STEP 1:
The V Funds Society Investment Summit Houston event is available with a password in the container application from virtual stores through the following links.
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STEP 2:
Once the app is open you have to enter the password 5FUNDSIS in the "Search" tab to access the event.
STEP 3:
The access to the event in the application is only available to registered users. Access with the e-mail and password, which you will receive right after registering to the event.