University of Texas at Austin
McCombs School of Business McCombs School of Business

Alumni & Friends Calendar

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January 2020
23
THU

2019 was a historic year, setting records for the longest economic expansion in the U.S. Looking ahead to 2020, businesses are strategizing what they can implement to protect their interests in light of potential uncertainty. 


At the upcoming Business Outlook in Houston, economists and energy experts will consider several key questions: Where are we in the economic cycle, what are the 2020 prospects for Texas’ economy, and how can businesses forecast energy industry fluctuations and gain competitive advantage? Register now! 

  

Houston Speakers: 

- Jay Hartzell, Dean, McCombs School of Business 

- Shawn Cumberland, Managing Partner, Energy Transition, EnCap Investments 

- Eric Franco, Natural Gas Fundamentals Group, Cheniere 

- Pia Orrenius, Vice President and Senior Economist, Federal Reserve Bank of Dallas 

- John C. Butler, Academic Director, Kay Bailey Hutchison Center for Energy, Law and Business  

 
Thursday, January 23
7:00am - 9:30am

Federal Reserve Bank of Dallas - Houston Branch, 1801 Allen Pkwy., Houston, TX 77019
23
THU
Join the Denver Business Series for a fun evening of mixing, mingling and Mexican fare at Lime, the Denver Pavilions in downtown Denver. Enjoy amazing views of the 16th Street Mall lights in our private bar area for the event as well as 2 drink tickets and light bites. 

$6 parking available in the Denver Pavilions parking garage after 5pm or walk from your office, if you work downtown.
 
More information and to register: https://www.dbseries.org/events
 
 
Thursday, January 23
5:30pm - 8:00pm

Lime, the Denver Pavilions, 500 16th St. Mall #132, Denver, CO 80202
25-26
SAT     SUN

The Princeton Young Alumni Committee invites you to join us for our annual winter celebration as we dance the night away and mingle with our Inter-Club cohorts. Come enjoy a full, open bar, hot and cold hors d’oeuvres, champagne bar and sinful dessert buffet. Tickets are $165 per person. Attire: Black tie preferred 


• To buy tickets: https://www.eventbrite.com/e/all-interclub-snow-ball-2020-tickets-84327721485 
• To the Facebook page to connect with people before the event: https://www.facebook.com/events/841724499604681/
 
Saturday, January 25 - Sunday, January 26
9:00pm - 1:00am

The Princeton Club of New York, 15 W. 43rd St., New York, NY 10036
31
FRI
Sandy Leeds is a distinguished senior lecturer in the Finance Department at The University of Texas and recently finished a thirteen year term as president of The MBA Investment Fund, L.L.C. He teaches both graduate and undergraduate level courses, including Corporate Finance, Advanced Corporate Finance, Public Policy (Long-Term Issues in the Markets), Investments, Portfolio Management / Security Analysis, Money and Capital Markets, and Macroeconomics. He has a J.D. from The University of Virginia School of Law, an MBA from The University of Texas at Austin and a B.S. in Investment Management from The University of Alabama. He is a member of the Texas State Bar and holds the Chartered Financial Analyst designation. 
    
Prior to joining the faculty, Sandy managed money for a private money management firm. He was one of four portfolio managers responsible for approximately $1.6 billion of assets. He spent the majority of his time analyzing publicly traded companies. He also has extensive experience implementing option strategies. 
    
In addition to money management experience, Sandy also has significant legal experience. He has conducted approximately 100 jury trials and 100 bench trials. He has participated in the regulation of the securities industry, conducting the hearing against most of the principals involved in the Sterling Foster case (a $75 million fraud). He has also advised attorneys on financial related litigation involving options, hedge funds, and other matters. 
    
At UT, Sandy has received numerous teaching awards, including three school-wide awards: the Joe D. Beasley Teaching Award (for teaching in the graduate program), the CBA Foundation Advisory Council Award for Teaching Innovation, and the Jim Nolen Award for Excellence in Graduate Teaching. He has received recognition from his students with the “Outstanding MBA Professor Award” (selected by the full-time MBA students in multiple years and also the Evening MBA students and the Dallas MBA students) and the “Outstanding MSF Professor Award” (in multiple years). In 2015, he was selected (at the University level) to be a Provost Teaching Fellow and then served on the steering committee of that organization. Within the Austin community, he just finished a three-year term on the Investment Committee for the Austin Community Foundation (managing $100 million) and also just finished a term as the vice-Chair for the Board of Trustees at The Girls’ School of Austin. 
      
CPE credits offered. No prerequisites or advance preparation are required. 
 
The Knowledge To Go (KTG) webinar series gives McCombs alumni the ability to continue their active learning relationship with the university. These monthly one-hour webinars are conducted live at noon Central Standard Time, and then posted on the web for those who can't join live. Knowledge To Go lets you learn about today’s most urgent business issues from the leading minds at UT--all from the convenience of your desktop
 
Friday, January 31
12:00pm - 1:00pm

Online (https://meeting.austin.utexas.edu/ktgwebinar/)
February 2020
6
THU
2019 was a historic year, setting records for the longest economic expansion in the U.S. Looking ahead to 2020, businesses are strategizing what they can implement to protect their interests in light of potential uncertainty.  

At the second of the four-series Business Outlook events, economists and real estate experts will consider several key questions: Where are we in the economic cycle, what are the prospects for Texas’ economy, and how can businesses forecast real estate industry fluctuations and gain advantage using employ artificial intelligence? Register now! 

Dallas Speakers: 
- Jay Hartzell, Dean, McCombs School of Business 
- Robert S. Kaplan, President and CEO, Federal Reserve Bank of Dallas 
- Mary Hager, Co-Founder and Co-CEO, Thackeray Partners 
- Mike Lafitte, Global Chief Executive Officer, CBRE Advisory Services 
- James Scott, Professor of Statistics and Data Science, McCombs School of Business 
 
Thursday, February 6
7:00am - 9:30am

Federal Reserve Bank of Dallas, 2200 N. Pearl St., Dallas, TX 75201
10
MON

Are you a financial professional seeking to understand and implement the new SEC rules governing investor relationships with broker-dealers and investment advisers?
   
The McCombs School of Business, Center for Enterprise and Policy Analytics is hosting a two-day professional education event on Regulation Best Interest (a.k.a. Reg BI). The program is designed to help FINRA registered broker-dealers and SEC registered investment advisers adjust their practices to comply with the new 'best interest' standard of conduct and Form CRS.
   
Attendees will hear from senior SEC officials, FINRA, industry experts, and financial market researchers on how the new regulation is intended and likely to impact relationships with investors.
   
   Sessions will cover
   - How Reg BI is set to shape the industry
   - The rules and interpretations explained by those who wrote them
   - What to expect from SEC and FINRA examinations
   - Considerations for dual registrants
   - How the economics of giving advice has changed
   - The impact of the rules on investors
   - The use of technology to comply
   - Enforcement and litigation risk
   
Program is approved for Texas MCLE and Texas CPA credit hours. Approved by reciprocity in NY. Professional accreditation for Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) is also expected.
   
Click on the link for more information or to register for the event. 
There are two registration prices. $395 is the early bird price, $445 is the price after January 10th. 

 
Monday, February 10
8:00am - 5:30pm

AT&T Executive Education and Conference Center, 1900 University Ave., Austin, TX 78705
11
TUES

2019 was a historic year, setting records for the longest economic expansion in the U.S. Looking ahead to 2020, businesses are strategizing what they can implement to protect their interests in light of potential uncertainty.

At the final of the four-series Business Outlook events, economists, health care, and financial services experts will consider several key questions: where are we in the economic cycle, what are the 2020 prospects for Texas’ economy, and how can businesses forecast industry fluctuations and gain competitive advantage? Register now! 

San Antonio Speakers: 
- Jay Hartzell, Dean, McCombs School of Business 
- Phil Green, Chairman and CEO, Cullen/Frost Bankers 
- Bryan Grundhoefer, President, WellMed Medical Management 
- Keith R. Phillips, Assistant Vice President and Senior Economist, Federal Reserve Bank of Dallas, San Antonio Branch 

 
Tuesday, February 11
7:00am - 9:30am

Federal Reserve Bank of Dallas - San Antonio Branch, 402 Dwyer Ave., San Antonio, TX 78204
11
TUES

Are you a financial professional seeking to understand and implement the new SEC rules governing investor relationships with broker-dealers and investment advisers?
   
The McCombs School of Business, Center for Enterprise and Policy Analytics is hosting a two-day professional education event on Regulation Best Interest (a.k.a. Reg BI). The program is designed to help FINRA registered broker-dealers and SEC registered investment advisers adjust their practices to comply with the new 'best interest' standard of conduct and Form CRS.
   
Attendees will hear from senior SEC officials, FINRA, industry experts, and financial market researchers on how the new regulation is intended and likely to impact relationships with investors.
   
   Sessions will cover
   - How Reg BI is set to shape the industry
   - The rules and interpretations explained by those who wrote them
   - What to expect from SEC and FINRA examinations
   - Considerations for dual registrants
   - How the economics of giving advice has changed
   - The impact of the rules on investors
   - The use of technology to comply
   - Enforcement and litigation risk
   
Program is approved for Texas MCLE and Texas CPA credit hours. Approved by reciprocity in NY. Professional accreditation for Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) is also expected.
   
Click on the link for more information or to register for the event. 
There are two registration prices. $395 is the early bird price, $445 is the price after January 10th. 

 
Tuesday, February 11
8:00am - 5:30pm

AT&T Executive Education and Conference Center, 1900 University Ave., Austin, TX 78705
14
FRI

The Austin Chapter welcomes Dr. Kristie Loescher, Senior Lecturer at McCombs, for our Second Friday Breakfast in February. Dr. Loescher will guide us through a presentation on increasing your power and influence. 

Topic: Pumping Up Your Power & Influence: Strategies for Being Heard and Making a Difference 

Dr. Loescher teaches management, leadership, and business communications at the McCombs School of Business. She has her doctorate in business administration from Nova Southeastern University, specializing in human resources management. Prior to her career in academia, Dr. Loescher worked in the healthcare industry for 15 years in the areas of quality assurance, utilization management, and clinical research. Her academic publications focus on ethical education, organizational ethics, communication, change management, diversity management, process improvement in health care delivery systems, and health care reform. She is the associate director for the Business Foundations Program and the director of curriculum and community engagement for the Healthcare Innovation Initiative. Dr. Loescher is also a co-author of the book," Communication Matters: Write, Speak, Succeed", published by Kendall Hunt in 2007 with a second edition in 2010. 


 
Friday, February 14
7:30am - 9:00am

Stinson's Bistro, 4416 Burnet Road, Austin, TX 78756