2022 ISC Schedule

Morning Session

Dee J. Kelly Alumni & Visitors Center
2820 Stadium Drive

7:15 – 8:00
Check-In and Breakfast Bar

8:00 – 8:05
Welcome
DR. MAURICIO RODRIGUEZ
Co-Host
Director
LKCM Center for Financial Studies at the Neeley School of Business

8:05 – 8:10
Introduction
JASON SAFRAN
Co-Host
Chief Investment Officer
TCU Investment Management

8:10 – 9:00
“New Rules for a New World”
MIKE WALSH
CEO of Tomorrow
Futurist and Author of The Algorithmic Leader

9:05 – 10:05
MORNING KEYNOTE
“Investing Without Training Wheels”
JASON TRENNERT
Managing Partner and Chief Investment Strategist
Strategas Research Partners LLC

10:05 – 10:30
Break

10:35 – 11:15
“Five Regime Changes Shaping the Markets”
JOYCE CHANG
Chair of Global Research
J.P. Morgan
and
JASON SAFRAN
Chief Investment Officer
TCU Investment Management

11:20 – Noon
“Inflation Hedging Strategies”
RAJ AGRAWAL
Partner, Global Head of Infrastructure
KKR
and
WIL VANLOH ‘92
Founder and CEO
Quantum Energy Partners
and
Moderator: LAUREN FARRELLY SEARWAY
Portfolio Manager
TCU Investment Management

Luncheon & Keynote Presentation

Brown-Lupton University Union
2901 Stadium Drive

12:15
Welcome
DANIEL W. PULLIN
John V. Roach Dean and Professor of Entrepreneurship and Innovation
at the Neeley School of Business

12:30
Luncheon Keynote
Introduction
JASON SAFRAN

12:30 – 1:30
A Conversation with
PAUL RYAN
Former Speaker of the House
With
BOB SCHIEFFER ’59
CBS News Correspondent and Former Moderator of Face the Nation

1:45
Closing Remarks
DR. MAURICIO RODRIGUEZ