Meeting/Event Information

2018 FEI CFO University

April 13, 2018
7:30 AM - 6:00 PM

University of Houston, Bauer College of Business
4750 Calhoun Road
Houston, TX 77204

Keynote Speaker
Jonathan Kozy, Bank of America

Jonathan Kozy is a senior vice president and senior research analyst in the macro strategy research division at U.S. Trust, Bank of America Private Wealth Management. In this role, he is responsible for the analysis of global economic trends, market research and financial developments in support of economic forecasts, strategy and tactical asset allocation decisions for investment professionals and high-net-worth clients.

He frequently meets with external clients and internal groups to present economic market developments and forecasts and is a regular contributor U.S. Trust’s Investment Strategy Overview (ISO),Capital Markets Outlook, Focus, and Market Insights pieces. He is an active member of the U.S. Trust® Investment Strategy Committee in addition to various professional associations, including the National Association for Business Economics.

He received his B.A. in economics from Colgate University and his M.B.A. with a specialization in economics from the Leonard N. Stern School of Business at New York University.

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Platinum Sponsor

Proceeds help fund the initiatives and causes of the Houston Chapter of FEI and UH C.T. Bauer College of Business


$125.00 FEI Members

$250.00 Non-Member