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DEMOGRAPHIC TRENDS
POSITIONING FOR GENERATIONAL AND SOCIOECONOMIC CHANGE
AGENDA

Morning Sessions
Dee J. Kelly Alumni & Visitors Center
2820 Stadium Drive 
7:15-8:00 a.m. Check In and Continental Breakfast
   
8:00-8:15 a.m. Welcome and Introduction
Jim Hille, Chief Investment Officer
Texas Christian University
   
8:15-9:00 a.m. Setting the Foundation: Structural Reforms Now Driving Global Growth
Nancy Lazar, Founding Partner and Chief Global Economist
Cornerstone Macro
   
9:00-9:50 a.m. Morning Keynote: Separating the Secular and Cyclical Dynamics
Rick Rieder, Managing Director and Chief Investment Officer of Global Fixed Income
BlackRock
   
9:50-10:15 a.m. Break
   
10:15-11:00 a.m. A Conversation with Al Rabil: The Silver Tsunami: What It Means for Investment Opportunities in Medical Office and Senior Housing
Al Rabil, Co-founder, Managing Partner and CEO, Kayne Anderson Real Estate Advisors
Interviewer: Keith Garrison, Director of Alternative Assets, TCU Endowment
   
11:00-11:45 a.m. Equity Market Discussion
David Lanning, Head of Thematic Research, Arisaig Partners
Spencer Smith, Head of Institutional Investments, Chevy Chase Trust
Moderator: Jason Safran, Senior Asset Manager, TCU Endowment
   
11:45-Noon Proceed to Brown-Lupton University Union for Lunch and Keynote Address 
   
Lunch and Keynote Address
Brown-Lupton University Union

2901 Stadium Drive 
Noon Lunch and Welcome
O. Homer Erekson, John V. Roach Dean
TCU Neeley School of Business
   
12:30 p.m. Introduction
Jim Hille, Chief Investment Officer, Texas Christian University
   
12:30-1:30 p.m. Lunch Keynote Address
Peter Zeihan
Strategist, Thinker, Futurist, Speaker 
Author of The Accidental Superpower and The Absent Superpower
 
1:30 p.m. Closing Remarks
Joe Lipscomb, Director LKCM Center for Financial Studies, TCU