21st TCU Investment Strategies Conference Schedule

Morning Sessions

Dee J. Kelly Alumni & Visitors Center
2820 Stadium Drive

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

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

8:05 – 8:15 am
Introduction
JASON SAFRAN
Co-Host & Chief Investment Officer
TCU Investment Management

8:15 – 9:00 am
THE FUTURE OF ECONOMIC GROWTH:
ASSESSING EMERGING OPPORTUNITIES AND RISKS
YELENA SHULYATYEVA
Senior U.S. Economist
The Conference Board

9:00 – 9:50 am
PRIVATE CREDIT: THE NEW BANK CAPITAL
ROBERT BITTENCOURT
Partner & Co-Head of Opportunistic Credit
Apollo Global Management
and
MARIELA PISSIOTI
Founder & Chief Executive Officer
VGO Capital

Moderated by:
JASON SAFRAN
Co-Host & Chief Investment Officer
TCU Investment Management

9:50 – 10:20 am
Break

10:20 – 11:00 am
THE 4-5-6 MARKETS
JIM BIANCO
President & Macro Strategist
Bianco Research

11:00 – 11:50 am
THE DAWN OF DIGITAL FINANCE
Panelists:
ADEYEMI (“ADE”) AJAO
Co-Founder & Managing Partner
Base10 Partners
and
RICK SMITH
Chairman
J.P. Morgan Private Capital

Moderated by:
ADAM SINGLETON
Senior Portfolio Manager
TCU Investment Management

11:50 am – 12:15 pm
Break & Transition to Brown-Lupton University Union for Luncheon and Keynote Conversation

Luncheon and Keynote Conversation

Brown-Lupton University Union
Tucker Family Ballroom
2901 Stadium Drive

12:15 pm
Welcome
DR. MAURICIO RODRIGUEZ
Co-Host & Director
LKCM Center for Financial Studies
at the Neeley School of Business

12:30 – 12:45 pm
Spotlight on The Neeley School
and Luncheon Keynote Conversation
Introduction
DR. CRAIG CROSSLAND
John V. Roach Dean of the Neeley School of Business & Professor of Management

12:45 – 1:35 pm
MICHAEL LEWIS
Best-Selling Author of Liar’s Poker,
The Blind Side, Moneyball, & The Big Short
With
DANIEL W. PULLIN
TCU President

1:45 pm
Closing Remarks
JASON SAFRAN
ISC Co-Host & Chief Investment Officer
TCU Investment Management