March 1921, 2015Sheraton New York Times Square Hotel
New York City
Over the next 2 days, the fifth annual Quinnipiac Global Asset Management Education (G.A.M.E.) VForum is bringing an international group of current and future leaders from the financial servicesindustry together to explore important developments, challenges and opportunities facing investmentprofessionals within our global financial markets.
Industry support for this innovative investment conference is very strong. G.A.M.E. V Forum co-sponsorsNasdaq and American Realty Capital, and strategic partners CFA Institute, Davidson Investment Advisors,Eagle Asset Management, The Hartford, LPL Financial, Morningstar and The Options Industry Councilare joined by 84 firms and organizations in providing more than 100 keynote speakers, panelists, workshoppresenters and student-managed portfolio competition judges. The global dimension of the QuinnipiacG.A.M.E. V Forum also is reflected by our international group of participating students and their facultymentors from more than 140 colleges and universities, representing more than 40 countries and 39 states.
Today, 15 keynote speakers will explore the global markets, corporate governance, global economy andinvestment strategy. After the keynote speaker panelists make their initial comments, the moderator willwelcome questions from students in the audience. This will be your first opportunity to interact with topleaders in the financial services industry.
On day two of G.A.M.E., students and faculty will participate in a number of concurrent breakout sessions,including panel discussions, workshop presentations and three keynote perspectives that will exploreportfolio management, equity analysis, asset allocation, risk and ethical decision making, to name a few.G.A.M.E. concludes on day three with a focus on careers and academic program development. YourG.A.M.E. experience will be rounded out through interactive career discussions with a group of youngprofessionals who once sat in your shoes.
We hope to see you again at the Quinnipiac G.A.M.E. VI Forum March 31April 2, 2016, in New York City.More information will be available at qgame.quinnipiac.edu, by email at [email protected] or call 203-582-3888.
Sincerely,
DR. DAVID A. SAUERFounder, Managing Director & Program Co-chairQuinnipiac G.A.M.E. V ForumProfessor of FinanceQuinnipiac University
WELCOME TO THE QUINNIPIAC G.A.M.E. V FORUM
NASDAQ
Nasdaq (NASDAQ: NDAQ) is aleading provider of trading, exchangetechnology, information and publiccompany services across six continents. Through its diverse portfolio ofsolutions, Nasdaq enables customers to plan, optimize and execute theirbusiness vision with confidence, using proven technologies that providetransparency and insight for navigating todays global capital markets.As the creator of the world's first electronic stock market, its technologypowers more than 70 marketplaces in 50 countries, and one in 10 of theworlds securities transactions. Nasdaq is home to more than 3,400listed companies with a market value of over $8.5 trillion. To learnmore, visit http://business.nasdaq.com.
AMERICAN REALTY CAPITAL
American Realty Capitals investment programsare designed to provide strong current returns,plus the potential for capital appreciation and aclear alignment of interests between managementand the investor. Currently, ARCs programsinclude public real estate investment trusts(REITs) specializing in: net leases; corporate sale leasebacks; retailproperties, including grocery-anchored, power and lifestyle centers; and a New York City recovery fund. ARC also sponsors a businessdevelopment company that makes business loans to primarily middle-market private companies, and externally advises American RealtyCapital Properties, (NASDAQ: ARCP) a net lease property companythat trades on Nasdaq. For additional information about AmericanReality Capital, visit www.americanrealtycap.com.
CFA INSTITUTE
CFA Institute is the globalassociation of investmentprofessionals that sets thestandard for professional excellence. We administer the CFA andCIPM credentials and the Claritas Investment Certificate, and offerworld-class education and professional development opportunities. Theorganization is a champion for ethical behavior in investment marketsand a respected source of knowledge in the global financial community.The end goal is to create an environment where investors interests comefirst, markets function at their best and economies grow. CFA Institutehas more than 129,000 members in 147 countries and territories,including 122,000 CFA charterholders and 144 member societies. For more information, visit www.cfainstitute.org.
DAVIDSON INVESTMENT ADVISORS
Davidson Investment Advisors, an SEC registered investmentadviser, has provided assetmanagement services forcorporations, employee benefit plans, foundations and trusts since 1975,applying a consistent, repeatable and time-tested approach to portfoliomanagement with a particular focus on the application of independentthought within the context of a team orientation. The firm offers fourdistinct investment strategies managed by a team of investmentprofessionals whose considerable depth and breadth of experiencewithin the capital markets allows for a truly unique perspective.Davidsons investment base of operations is equally divided betweenGreat Falls, Mont., and Seattle while Denver serves as a marketing and client servicing office. More information is available atwww.davidsoncompanies.com/dia/
EAGLE ASSET MANAGEMENT
Since 1976 Eagle has beencommitted to employinginvestment managers withextensive experience in the investment-management industry. In fact, itsmanaging directors have an average 25 years of investment experienceand average firm tenure of more than a decade. Over the years, Eaglehas sought portfolio managers who possess the rare talent and insightrequired to construct portfolios that limit downside risk and add alphaover time. Eagle is as committed to providing its clients superiorperformance today as the day it was founded 35 years ago. Its thatunwavering dedication that helps ensure Eagle will be around foranother 35 years. Additional information is available atwww.eagleasset.com.
THE HARTFORD
Celebrating 200-plus years of helping its customers achieve whats ahead, The Hartford(NYSE: HIG) is an insurance and wealthmanagement company. Through its uniquefocus on customer needs, the company servesbusinesses and consumers by providing theproducts and solutions they need to protect their assets and incomefrom risks and manage their wealth and retirement needs. A Fortune100 company, The Hartford is recognized widely for its service expertiseand as one of the worlds most ethical companies. More information onthe company and its financial performance is available atwww.thehartford.com.
LPL FINANCIAL
LPL Financial was foundedwith the vision of helpingentrepreneurial financialadvisers establish successful businesses through which they could offer truly independent financial guidance and advice. Today, withheadquarters in Boston, Charlotte and San Diego, LPL Financial andits more than 3,000 employees support more than 14,000 financialadvisers in communities across the United States, enabling them toprovide objective, conflict-free financial advice to millions of MainStreet Americans. For more information about LPL Financial, visitwww.lpl.com.
QUINNIPIAC G.A.M.E. V FORUM STRATEGIC PARTNERS
MORNINGSTAR, INC.
Morningstar, Inc. is a leadingprovider of independent investmentresearch in North America, Europe,Australia and Asia. The company offers an extensive line of productsand services for individuals, financial advisers and institutions.Morningstar provides data on approximately 500,000 investmentofferings, including stocks, mutual funds and similar vehicles, alongwith real-time global market data on more than 14 million equities,indexes, futures, options, commodities and precious metals, in additionto foreign exchange and Treasury markets. Morningstar also offersinvestment management services through its registered investmentadvisor subsidiaries and has more than $170 billion in assets underadvisement or management as of Dec. 31, 2014. The company hasoperations in 27 countries. Additional information is available atwww.morningstar.com.
OPTIONS INDUSTRY COUNCIL
The Options Industry Council(OIC) is an educationalorganization funded by thenations options exchanges and OCC and is dedicated to helpingindividual investors, financial advisers and institutions understand thebenefits and risks of exchange-traded options. For more than 20 years,the contributions that OIC has made to the investing and brokeragecommunities have been significant to the growth of the optionsindustry. OIC conducts hundreds of seminars, distributes educationalmaterials, maintains a website and offers live help from optionsprofessionals. For more information, visit: www.OptionsEducation.org.
QUINNIPIAC UNIVERSITY
Quinnipiac University offers 75 undergraduate and graduateprograms to 6,500 undergraduateand 2,500 graduate, law andmedical students through itsSchools of Business & Engineering, Communications, Education,Health Sciences, Law, Nursing, the College of Arts and Sciences andthe Frank H. Netter MD School of Medicine. The School of Businessis accredited by AACSB InternationalThe Association to AdvanceCollegiate Schools of Business.
Quinnipiacs 250-acre Mount Carmel Campus, next to Sleeping GiantState Park, contains academic buildings and residence halls. The nearby250-acre York Hill Campus houses the TD Bank Sports Center, plusnew residence halls for 2,000 students, the Rocky Top Student Centerand 2,000-car parking garage. A third 104-acre campus in North Havenserves as home to the School of Health Sciences, School of Education,School of Nursing, the Frank H. Netter MD School of Medicine andother graduate programs. The University consistently ranks among thetop regional universities in the North in U.S. News & World ReportsAmericas Best Colleges issue. The 2015 issue named Quinnipiac thetop up-and-coming university in the North region for the thirdconsecutive year. For more information about Quinnipiac University,visit www.quinnipiac.edu.
QUINNIPIAC G.A.M.E. V FORUM STRATEGIC PARTNERScontinued
400 Capital Management LLCChris Hentemann
Alleghany CapitalJohn Daly
Alpha Bronze LLC Pascal Nigen
Altaira Ltd.Ralph Acampora, CMT
Alternative Capital AdvisersGib Dunham
AMERRA Capital ManagementLLCChia-Ying Chung
Ares ManagementBojan Bajic
Bank Leumi USAChris Neidhart
Baruch CollegeBruce Kamich
BlackRockIke HeleneNed RosenmanPaige Simmons
Bloomberg BriefRichard Yamarone
Bloomberg NewsCallie BostTom Keene, CFA
BofA Merrill Lynch GlobalResearchEmanuella EnenajorStephen Suttmeier CFA, CMT
Brookfield Investment Management Inc.Thomas Butcher
Brown Brothers HarrimanKyle BarndollarAndrew Hodgkins, CFAJeffrey Price
CAIA AssociationDr. Keith Black, CFA, CAIA
Capital GroupMargaret Timmons
Catalus Capital Phil Smith
CFA InstituteDr. Charles Appeadu, CFA, FRM,CAIADr. Michael G. McMillan, CFA, CPAKurt Schacht, JD, CFAGreg Siegel, CFA
CFP Board Joseph V. Maugeri, CFP
Charles Schwab & Co. Inc.Randy Frederick
Chicago Board of Options ExchangeRussell Rhoads, CFA
Cleveland Research CompanyMatthew R. DellyBryan Merolla, CFA
Columbia UniversityDamon Wright
Courier Capital CorporationSteven Gattuso, CFA, CFP, CMA
CQADan Cardell
Credit SuisseChrissy PerrottaEmily Fitz Randolph
DTCCJim Binder
E*TRADE Financial Dave Whitmore
Ernst & Young Financial Services OfficeJason Schafer
EvercoreRandi Brown
FidessaDorothy Ferlanti
Flaherty & Crumrine Inc.Bradford S. Stone
GARP William H. May
Gerson Lehrman GroupRick Bensignor
Glenrock Asset ManagementJohn Mantia
Goldman SachsAbby Joseph Cohen, CFA Salina Sabri
Goldman Sachs Bank USA Samantha Batista
Greenwich Wealth ManagementLLCDr. Vahan Janjigian, CFA
HPM Partners LLCBenjamin A. Pace III
Huntington BankJohn Augustine, CFA
Independent DirectorDr. Bob Froehlich
International Securities ExchangeGary Katz
J.P. Morgan Asset ManagementJoshua HemmertRebecca MitchemEric Wald
Janney Montgomery Scott LLCSeth Diamond
KeyBanc Capital MarketsRyan HartzellGeorge Sent
Lazard Asset ManagementChelsea Williams
Merrill LynchDavid Breslin
MKM PartnersJonathan Krinsky, CMT
Morgan StanleyDamon Wright
Morgan Stanley WealthManagementDavid Darst, CFA
Morningstar Inc.Mark BarnettRobert Johnson, CFA
NasdaqRobert H. McCooey Jr.
New York Stock Exchange Bill Ryan
Northern TrustGrant Rickelman
optionMONSTER.COMJon Najarian
Options Industry CouncilJoe BurgoyneEric Cott
Primary Care DevelopmentCorporation Michaele Evans
Private Advisor GroupGuy Adami
Quinnipiac UniversityDr. David A. SauerDr. Mark Thompson
Richard Bernstein Advisors LLCRich Bernstein
Ritholtz WealthJosh Brown
SkyBridge CapitalDaniel Barile, CFA, CAIA
Stradley Ronon Stevens & YoungLLPFabio BattagliaChristopher J. Zimmerman
TD AmeritradeJJ KinahanMary Ryan
Temple UniversityDr. Bruce B. Rader, CFA
TLP TradingJane Bronson
TMX Montreal ExchangeJosiane Lanoue
tradeMONSTER.COMJon Najarian
University of ChicagoJane Bronson
University of MaineDr. Robert Strong, CFA
University of Northern ColoradoDr. John Clinebell
University of PennsylvaniaJohn Daly
Value Architects Asset ManagementRichard H. Konrad, CFA, CFP, MSF
Villanova UniversityDr. David Nawrocki
Virtus Investment PartnersJoe Terranova
Voya Investment ManagementDouglas Cot, CFA
Wall Street Journal Geoffrey Rogow
Wells Fargo Bank N.A.Jeff Rombach, CPA
Yahoo FinancePhil Pearlman
PARTICIPATING FIRMS & ORGANIZATIONS
RALPH ACAMPORA, CMTSenior Managing DirectorAltaira Ltd.Ralph Acampora is senior managing director ofAltaira Ltd. and a pioneer in the development ofmarket analytics. He has a global reputation as amarket historian and a technical analyst, providing
unique insights on market timing and related investment strategy issues.Acampora was previously the New York Institute of Finances directorof technical analysis studies. He taught at the institute for nearly 40years. Before joining NYIF, he was director of technical research atKnight Equity Markets and also worked for 15 years at PrudentialEquity Groups as director of technical analysis. As one of Wall Streetsmost respected technical analysts, he has consistently been ranked byInstitutional Investor for more than 10 years. He is a chartered markettechnician (CMT), a designation he helped create.
GUY ADAMIChief Market Strategist & Director ofAdvisor Advocacy, Private Advisor Group;Fast Money Contributor, CNBCGuy Adami is an independent trader and one ofthe original Fast Money Five on CNBCs FastMoney and chief market strategist and director of
advisor advocacy for Private Advisor Group. PAG serves the uniqueneeds of almost 500 independent advisors. Adami, a veteran financialservices leader, has held numerous key leadership roles in the financialservices industry. He began his career at Drexel Burnham Lambert in1986 and was quickly promoted to vice president and head gold traderat the firm. He joined Goldman Sachs in 1996 as the head gold traderand one of the many proprietary traders within the fixed incomecurrency and commodity division. In the spring of 2000, Adami movedto the U.S. equities division of Goldman Sachs, where he headed thefirms industrial/basic material group. Adami also served as executivedirector at CIBC World Markets in 2003 in the U.S. equities division,where he was head of the sector in charge of the industrial/basicmaterial group. He earned a BS from Georgetown University.
RICHARD BERNSTEIN Chief Executive Officer Richard Bernstein Advisors, LLC Richard Bernstein is chief executive officer ofRichard Bernstein Advisors, LLC, an investmentfirm specializing in longer-term, client-focusedinvestments. Previously, he was head of the
Investment Strategy Group at Merrill Lynch & Co., and also held positions at E.F. Hutton and Chase Econometrics/IDC. Prior toMerrill Lynch, he worked on Wall Street for more than 25 years. He is the author of Style Investing: Unique Insight into EquityManagement, and Navigate the Noise: Investing in the New Age of Media and Hype. Bernstein was named to Institutional Investormagazines All-America Research Team 18 times, and to the FirstTeam 10 times. He was twice named to both Fortune magazines All-Star Analysts and SmartMoney magazines Power 30. He earned his BA from Hamilton College and his MBA from New YorkUniversity.
ABBY JOSEPH COHEN, CFASenior Investment Strategist & PresidentGlobal Markets Institute, Goldman SachsAbby Joseph Cohen is president of the GlobalMarkets Institute and senior investment strategistat Goldman Sachs, where she serves on the firmsU.S. retirement investment committee and has
served on the partnership committee. She joined Goldman Sachs in1990 and was named partner in 1998. She previously specialized inquantitative strategy and economics at other major financial firms.Outside of work, Cohen serves on the White House-appointedInnovation Advisory Board for economic competitiveness. She chairsthe board of trustees of the Jewish Theological Seminary and serves as a presidential councillor at Cornell University and on the boards of the Weill Cornell Medical College, the Brookings Institution and The Economic Club of New York. She is a former board chair of theChartered Financial Analyst Institute. Cohen earned degrees ineconomics from Cornell University and George Washington University.
DOUGLAS COT, CFAChief Market StrategistVoya Investment ManagementDouglas Cot, CFA, is the Voya InvestmentManagement chief market strategist and thesenior portfolio manager for the GlobalPerspectives funds, a group of global tactical asset
allocation strategies. With more than 20 years of active moneymanagement experience as a portfolio manager and hedge fund chiefinvestment officer, Cot delivers hands-on interpretations of the forcesdriving capital markets and effective ways to respond. In his former roleas a portfolio manager with ING, he managed more than $14 billion in equity assets. Cot is featured regularly on CNBCs Closing Bell,Bloomberg TV's "In the Loop with Betty Liu," Fox Business, and other media outlets. A recognized authority on trading cost, impact and timing risk, he has been published in the International Journal ofManagerial Finance and other publications, coining the term HonestEPS as a way of identifying high-quality stocks.
DAVID M. DARST, CFAFormer Managing Director & Chief Investment StrategistMorgan Stanley Wealth ManagementDavid M. Darst was a managing director and chiefinvestment strategist at Morgan Stanley WealthManagement for 17 years, founding president of
the Morgan Stanley Investment Group and founding chairman of theMorgan Stanley Wealth Management Asset Allocation Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he heldsenior management posts within the equities division and also served as resident manager of its private bank in Zurich. Darst has written 11books including the bestselling The Little Book That Still Saves YourAssets. He appears frequently on CNBC, Bloomberg, FOX and othernetworks and has contributed numerous articles to Barrons, Euromoneyand The Money Manager. Darst earned his MBA from HarvardBusiness School and has a bachelors in economics from Yale University.He has lectured extensively at Wharton, Columbia, INSEAD and New York University business schools, and was a visiting facultymember at Yale College, Yale School of Management and HarvardBusiness School. He is a CFA charterholder and a member of the New York Society of Security Analysts and the CFA Institute.
KEYNOTE SPEAKERS
EMANUELLA ENENAJOR Senior Canada & U.S. EconomistBofA Merrill Lynch Global ResearchEmanuella Enenajor is the senior Canada andU.S. economist at BofA Merrill Lynch GlobalResearch. In this role, she covers Canadian dataand economic news for the firms trading floor
and clients, runs the Canadian macro model and is responsible for theCanadian growth, inflation and monetary policy calls. Enenajor alsosupports U.S. economics as a trading floor and research economist, providing rapid analysis of high-frequency data and publishing researchon key economic themes. She worked previously as an economist atCIBC and an analyst in the financial markets group at the Bank ofCanada, where she published research on the impact of monetary policyon financial markets. Enenajor received her bachelor of science andmaster of financial economics degrees from the University of Toronto.
DR. BOB FROEHLICHIndependent DirectorBob Froehlich brings more than 35 years of WallStreet experience where he chaired investmentcommittees for multiple global asset managementorganizations including Deutsche Bank, Hartfordand Kemper Funds. He was elected to three
All American institutional research teams. Froehlich has deliveredinvestment speeches spanning 107 different countries, as well as having six investment books published and translated into 10 differentlanguages. Since his retirement from Wall Street, he has begun a newchapter in his professional career by building a portfolio of boards ofdirectors. He currently serves on the boards of three public companies:ARC Daily NAV Trust, Inc.; ARC Healthcare Trust II, Inc.; and ARC Realty Finance Trust, Inc. He also serves as a trustee for twomutual fund companiesHighland Capital Mutual Funds and RealtyCapital Income Funds. Froehlich also serves on the board of DavidsonInvestment Advisors and is the chairman, chief executive officer,president and owner of the Kane County Cougars Baseball Club, theClass A affiliate of the Arizona Diamondbacks.
ROBERT JOHNSON, CFADirector of Economic AnalysisMorningstar, Inc.As director of economic analysis for Morningstar,Robert Johnson meets regularly withMorningstars sector teams to gather the latesteconomic data from more than 120 Morningstar
equity and credit analysts globally. He disseminates this information toother sector teams and to Morningstar subscribers via weekly columnsand videos on Morningstar.com. In addition, Johnson provideseconomic data to individual analysts to help them formulate theiropinions on debt and equity securities. Prior to his current position,Johnson was an associate director of equity analysis for Morningstarstechnology team for more than four years. He has 30-plus years ofinvestment industry experience, including both buy-side and sell-sideassignments as a research analyst. Previously, he was employed at SteinRoe & Farnham, Rotan Mosle, and ABN AMRO. Johnson earned a BS in chemistry and business administration from Carroll College and an MBA from Harvard University. He also holds the CharteredFinancial Analyst (CFA) designation.
GARY KATZPresident & Chief Executive OfficerInternational Securities ExchangeGary Katz is president and chief executive officerof the International Securities Exchange and a co-founder of the company. Prior to his currentposition, he served as CEO. He is one of the
principal developers of the unique options market structurean auctionmarket on an electronic platformused by both ISE and ISE Gemini.Before ISE, Katz served from 199798 as president and co-founder of K-Squared Research, a financial services consulting firm. From198697, he held several positions in the options and index productsdivision at the New York Stock Exchange, where he became managingdirector. During his tenure at NYSE, Katz also was a co-founder of theOptions Industry Council. Before 1986, Katz was an actuary with theEquitable Life Assurance Company and an associate of the Society ofActuaries. Katz taught business mathematics applications as an adjunctprofessor of statistics at the Stern School of Business, New YorkUniversity, and also taught options strategies and pricing at the NewYork Institute of Finance. He earned an MS in statistics from New York University and a BA from Queens College.
TOM KEENEEditor-At-LargeBloomberg NewsTom Keene is an editor-at-large at BloombergNews and host of Bloomberg Surveillance, themorning program featuring economic, finance andinvestment news. He can be heard on the program
starting at 6 a.m. across Bloomberg TV, radio, Bloomberg.com andBloombergs devices for mobile and tablets. In addition, Keene provideseconomic and investment perspective to Bloomberg TV and to itsvarious news divisions. He also founded the Chart of the Day article,available on the Bloomberg Professional Service. Keene is the editor of Flying on One Engine: The Bloomberg Book of Master MarketEconomists (2005). He is a graduate of the Rochester Institute ofTechnology and is enrolled in courses at the external programme of the London School of Economics & Political Science. A charteredfinancial analyst, Keene is a member of the CFA Institute, the National Association for Business Economics, the American EconomicAssociation and the Economic Club of New York.
JJ KINAHANChief StrategistTD AmeritradeJJ Kinahan, chief strategist for TD Ameritrade,began his career as a Chicago Board OptionsExchange market maker in 1985, tradingprimarily in the S&P 100 and S&P 500 pits.
While mainly an independent market maker, he also worked for INGBank, Blue Capital and was managing director of option trading for Van Der Moolen, USA. In 2006, Kinahan joined the thinkorswimgroup, which eventually was acquired by TD Ameritrade. He led theEducational Events Team, working to implement the instructional path for thousands of investors throughout the United States. In 2009he became the managing director of active trader services. Kinahan, a 25-year trading veteran, is a frequent CNBC commentator, a Forbescontributor and is often quoted in the Wall Street Journal, the FinancialTimes and many other media outlets. He is also a member of the boardof directors at NYSE Arca and is a member of the ArbitrationCommittee at the Chicago Board Options Exchange.
ROBERT H. MCCOOEY JR.Senior Vice President, Listing ServicesNasdaqRobert H. McCooey Jr. is a senior vice presidentof Nasdaqs Listing Services unit. He isresponsible for relationship management withNasdaqs 3,400 listed companies and leads the
firms global key account management program. Previously, he ran newlistings and the capital markets group at Nasdaq. In this role, McCooeymanaged Nasdaqs new listings efforts domestically, in the Americas andthroughout the Asia Pacific region. Before joining Nasdaq, McCooeyfounded and served as the chief executive officer of The GriswoldCompany, a brokerage company, from 1988 to 2006. He was a memberof the New York Stock Exchange Board of Executives from 200306.He is a regular guest on CNBC for the segment Street Signs.McCooey graduated from the College of the Holy Cross.
JON NAJARIAN Co-Founder, optionMONSTER.COM & tradeMONSTER.com;CNBC ContributorJon Najarian is co-founder of optionMONSTERand tradeMONSTER, co-lead analyst for theInsideOptions trade idea alert systems, and a
CNBC contributor. He spent the first 29 years of his trading career inand around the pits of the Chicago exchanges. He is a frequentcontributor to CNBC, the Wall Street Journal, and other prominentfinancial media organizations. He also co-developed the patentedtrading algorithm the Heat Seeker, used to detect unusual tradingactivity. Najarian was a linebacker for the Chicago Bears beforelaunching his business career.
BENJAMIN A. PACEChief Investment Officer & PartnerHPM Partners LLCBenjamin A. Pace is chief investment officer and a member of HPM Partners InvestmentCommittee. He has more than 25 years ofexperience in investment management. Prior to
joining HPM Partners, he was chief investment officer and head ofglobal investment solutions for Deutsche Bank Private WealthManagement in the U.S. In his role as CIO, he sat on the PWM GlobalInvestment Committee, providing input on the U.S. economy andcapital markets and overseeing the investment strategy and assetallocation for PWM clients in the U.S. Prior to joining Deutsche Bank in 1994, he managed equity income funds for two investmentorganizations and served as a securities analyst with particular emphasison the financial services and health care industries. Pace has beenfeatured in the Wall Street Journal and is a frequent commentator onBloomberg TV and radio, Fox TV and CNBC, appearing regularly on programs such as Power Lunch, The Closing Bell and SquawkBox. He earned a BA in economics from Columbia University and anMBA in finance from New York University.
KURT SCHACHT, JD, CFAManaging Director, Standards andFinancial Market Integrity DivisionCFA Institute; Chairman, SEC InvestorAdvisory CommitteeKurt Schachts 25-year career in law andinvestment management bridges two professions
and industries. As an attorney, he is an expert on securities, hedge fundand derivatives regulation, as well as investor protection and compliance.On the investment side, he began his career as a floor trader in theChicago commodity pits and later worked with mutual funds, hedgefunds, and a major public pension system. Schacht directs CFAInstitutes efforts to represent the views of investment professionals toregulatory authorities and legislative bodies worldwide on issues thataffect the practice of financial analysis, investment management,investor protections and market misconduct. He chairs the U.S.Securities and Exchange Commission Investor Advisory Committeeand is on the advisory board of the Millstein Center for Global Marketsat Columbia Law School. He has provided print and broadcast mediacommentary on market and investor protection issues, and his blogcommentaries are available on the CFA Institutes website on marketintegrity insights. Schacht earned a BS in chemistry and a law degreefrom the University of Wisconsin-Madison.
KEYNOTE SPEAKERS continued
JOSEPH M. TERRANOVAChief Market StrategistVirtus Investment Partners & Fast Money Contributor, CNBCJoe Terranova is chief market strategist for VirtusInvestment Partners. He works with the regionalsales teams and financial advisers who sell the
companys investment products, providing insight into the domestic and global investing landscape. Terranova has represented Virtus as akeynote speaker and is a member of the firms Investment OversightCommittee. Before joining Virtus in 2008, he spent 18 years at MBFClearing Corp., rising to the position of director of trading for thecompany and its subsidiaries. He is known for his risk-managementskills, honed while overseeing MBFs proprietary trading operationsduring some of the most calamitous times for the U.S. markets,including the first Gulf War, the 1998 Asian Crisis and 9/11. He is apanelist on CNBCs Fast Money and a frequent panelist on FastMoney Halftime Report. He has a bachelors degree in finance fromthe Peter J. Tobin College of Business at St. Johns University.
RICHARD YAMARONESenior EconomistBloomberg BriefRichard Yamarone is an economist with threedecades of experience. He focuses on monetaryand fiscal policy, economic indicators, fixedincome and general macroeconomic conditions
for Bloomberg Brief: Economics, a daily newsletter. He is the creatorof the Bloomberg Orange Book, a compilation of macroeconomicanecdotes gleaned from comments CEOs and CFOs made on quarterlyearnings conference calls. He travels extensively to speak to clients and corporate executives on the economic outlook and career andmanagement coaching. Earlier in his career, Yamarone was director ofeconomic research at Argus Research and a member of the firmsinvestment policy committee. He has been a consultant to monetary and fiscal policymakers, served as an economic adviser to major U.S.corporations and has held senior positions for several international anddomestic money centers and investment banks. Yamarone has taughtcourses on macroeconomics and economic indicators at several collegesand is the author of the Traders Guide to Key Economic Indicators(Bloomberg Press, 2012).
SAVE THE DATEMarch 31April 2, 2016
New York, New York
QUINNIPIAC G.A.M.E. V FORUM THURSDAY, MARCH 19, 2015Sheraton New York Times Square Hotel
6:307:45 a.m. Event Check-in & Metropolitan Ballroom (Second Floor)Continental Breakfast Sponsored by: Options Industry Councilwith Exhibitors
88:15 a.m. Opening Remarks Dr. Mark Thompson, Executive Vice President & Provost, Quinnipiac UniversityWelcome from Quinnipiac University
Dr. David A. Sauer, Founder, Managing Director & Program Co-Chair, Quinnipiac G.A.M.E. V Forum, Quinnipiac UniversityForum Overview
8:15 a.m.4:30 p.m. Moderator Dr. Bob Froehlich, Independent Director
8:159:45 a.m. Keynote Panel Topic: Global MarketsPanelists:Ralph Acampora, CMT, Senior Managing Director, Altaira Ltd.Guy Adami, Chief Market Strategist & Director of Advisor Advocacy, Private Advisor Group &Fast Money Contributor, CNBCAbby Joseph Cohen, CFA, Senior Investment Strategist & President Global Markets Institute,Goldman Sachs
9:4510:15 a.m. Break Sponsored by: Quinnipiac University
10:1511:30 a.m. Keynote Panel Topic: Corporate GovernancePanelists:Gary Katz, President & Chief Executive Officer, International Securities ExchangeRobert H. McCooey Jr., Senior Vice President, Listing Services, NasdaqKurt Schacht, JD, CFA,Managing Director, Standards & Financial Market Integrity Division,CFA Institute
11:30 a.m.1 p.m. Break for Lunch Lunch in New York City
12:30 p.m. Keynote Panel Topic: Global EconomyPanelists:Douglas Cot, CFA, Chief Market Strategist & Senior Portfolio Manager, Voya InvestmentManagementEmanuella Enenajor, Senior Canada & U.S. Economist, BofA Merrill Lynch Global ResearchRobert Johnson, CFA, Director of Economic Analysis, Morningstar, Inc.Tom Keene, CFA, Editor-At-Large, Bloomberg News
2:303 p.m. Break
34:30 p.m. Keynote Panel Topic: Investment StrategyPanelists:Rich Bernstein, Chief Executive Officer, Richard Bernstein Advisors, LLCJJ Kinahan, Chief Strategist, TD AmeritradeJon Najarian, Co-Founder, optionMONSTER.COM & tradeMONSTER.COM; CNBC ContributorBenjamin A. Pace III, Chief Investment Officer & Partner, HPM Partners, LLC
89 a.m. Light Continental New York Ballroom West (Third Floor)Breakfast with Sponsored by: Stradley Ronon Stevens & Young, LLPExhibitors
910 a.m. Session I See sessions & locations below
New York Keynote Perspective Asset Allocation & Investment Strategy in 2015 & BeyondBallroom East Moderator:(Third Floor) John Augustine, CFA, Chief Investment Officer, Huntington Bank, Columbus, Ohio
Keynote Speaker:David Darst, CFA, Former Managing Director & Chief Investment Strategist, Morgan StanleyWealth Management
Central Park West Panel Discussion The 90-minute Equity Analyst(Second Floor) Matthew R. Delly, Senior Research Analyst & Partner, Cleveland Research Company,
Cleveland, OhioBryan Merolla, CFA, Senior Research Analyst & Partner, Cleveland Research Company, Cleveland, Ohio
Gramercy Panel Discussion Mergers & AcquisitionsMarket Update & the Role of Investment Bankers(Lower Level) Ryan Hartzell, Vice President, Consumer & Retail Investment Banking, KeyBanc Capital Markets,
Cleveland, OhioGeorge Sent, Director, Mergers & Acquisitions, KeyBanc Capital Markets, Cleveland, Ohio
Riverside Ballroom Panel Discussion Recruiting Process, Debunking Myths & Interview Tips(Third Level) Randi Brown, Director, Head of Recruiting & Training, Evercore, New York, New York
Chrissy Perrotta, Firmwide Campus Recruiting, Credit Suisse, New York, New YorkEmily Fitz Randolph, Vice President, Investment Banking Campus Recruiting, Credit Suisse, New York, New YorkChelsea Williams,HR Associate, Lazard Asset Management, New York, New York
Riverside Suite Perspective The Future of Quantitative Investing(Third Floor) Dan Cardell, Chairman, CQA, Chicago, Illinois
Murray Hill Panel Discussion Meet the Brokers(Lower Level) Moderator:
Joe Burgoyne, Director, Options Industry Council, Chicago, Illinois
Panelists:Randy Frederick,Managing Director, Charles Schwab & Co., Inc., Austin, TexasMary Ryan,Manager, TD Ameritrade U, TD Ameritrade, Chicago, IllinoisDave Whitmore, Senior Strategist, Investor Education E*TRADE Financial, Jersey City, New Jersey
Sutton Place Panel Discussion Operation & Regulation of Investment Vehicles: (Lower Level) Mutual Funds, Exchange-Traded Funds & Hedge Funds
Fabio Battaglia, Partner, Stradley Ronon Stevens & Young, LLP, Philadelphia, PennsylvaniaAidan OConnor, Senior Counsel to the Director of the Division of Investment Management, U.S. Securities & Exchange Commission, Washington, D.C.Christopher J. Zimmerman, Partner, Stradley Ronon Stevens & Young, LLP, Washington, D.C.
Liberty 4 Workshop Middle Market Corporate Lending(Third Floor) Chris Neidhart, Vice President, Bank Leumi USA, Chicago, Illinois
Liberty 5 Workshop Institutional Marketing & Relationship Development(Third Floor) Margaret Timmons, Institutional Relationship Specialist, Capital Group, New York, New York
1010:30 a.m. Break New York Ballroom West (Third Floor)Sponsored by: Quinnipiac University School of Business
QUINNIPIAC G.A.M.E. V FORUM FRIDAY, MARCH 20, 2015Sheraton New York Times Square Hotel
10:3011:30 a.m. Session II See sessions listed below
New York Keynote Perspective Rent the Macro Consensus, Dont Own ItBallroom East Joe Terranova, Chief Investment Strategist, Virtus Investment Partners & Fast Money (Third Floor) Contributor, CNBC
Central Park West Panel Discussion The 90-minute Equity Analyst(Second Floor) Matthew R. Delly, Senior Research Analyst & Partner, Cleveland Research Company,
Cleveland, OhioBryan Merolla, CFA, Senior Research Analyst & Partner, Cleveland Research Company,Cleveland, Ohio
Gramercy Panel Discussion Mergers & Acquisitions Market Update & the Role of Investment Bankers(Lower Level) Ryan Hartzell, Vice President, Consumer & Retail Investment Banking, KeyBanc Capital
Markets, Cleveland, OhioGeorge Sent, Director, Mergers & Acquisitions, KeyBanc Capital Markets, Cleveland, Ohio
Riverside Ballroom Panel Discussion Recruiting Process, Debunking Myths & Interview Tips(Third Floor) Randi Brown, Director, Head of Recruiting & Training, Evercore, New York, New York
Chrissy Perrotta, Firmwide Campus Recruiting, Credit Suisse, New York, New YorkEmily Fitz Randolph, Vice President, Investment Banking Campus Recruiting, Credit Suisse,New York, New YorkChelsea Williams,HR Associate, Lazard Asset Management, New York, New York
Riverside Suite Workshop The Power of Moats: Competitive Advantages Drive Superior Performance(Third Floor) Mark Barnett, Equity Analyst, Morningstar Inc.
Flatiron Panel Discussion Social Media in Financial Markets(Lower Level) Moderator:
Jim Binder, Director, Executive Communications & Content Development, DTCC, New York,New York
Panelists:Josh Brown, CEO, Ritholtz Wealth, New York, New YorkDorothy Ferlanti,Head of Marketing Communications, Americas, Fidessa, New York, New YorkPhil Pearlman, Interactive Editor, Yahoo Finance, New York, New York
Murray Hill Workshop Option Strategies(Lower Level) Mary Ryan,Manager, TD Ameritrade U, TD Ameritrade, Chicago, Illinois
Sutton Place Panel Discussion Operation & Regulation of Investment Vehicles: (Lower Level) Mutual Funds, Exchange-Traded Funds & Hedge Funds
Fabio Battaglia, Partner, Stradley Ronon Stevens & Young, LLP, Philadelphia, PennsylvaniaAidan OConnor, Senior Counsel to the Director of the Division of Investment Management, U.S. Securities & Exchange Commission, Washington, D.C.Christopher J. Zimmerman, Partner, Stradley Ronon Stevens & Young, LLP, Washington, D.C.
Union Square Workshop Protecting your Portfolio from Inflation: The Case for Real Assets(Lower Level) Dr. Keith Black, CFA, CAIA, Managing Director, Curriculum & Exams, CAIA Association,
Amherst, Massachusetts
Liberty 4 Workshop The Canadian Options Market(Third Floor) Josiane Lanoue, Senior Manager, Business Development, Equity Derivatives TMX Montreal
Exchange, Montreal, Qubec
Liberty 5 Workshop Institutional Marketing & Relationship Development(Third Floor) Margaret Timmons, Institutional Relationship Specialist, Capital Group, New York, New York
11:30 a.m.12:45 p.m. Break for Lunch Lunch in New York City
QUINNIPIAC G.A.M.E. V FORUM FRIDAY, MARCH 20, 2015 continuedSheraton New York Times Square Hotel
12 p.m. Session III See sessions listed below
New York Panel Discussion Portfolio ManagementBallroom East Moderator:(Third Floor) Dr. Charles Appeadu, CFA, FRM, CAIA,Head, University Relations, CFA Institute,
Charlottesville, VirginiaPanelists:Daniel Barile, CFA, CAIA, Director & Senior Investment Analyst, SkyBridge Capital, New York, New YorkRichard H. Konrad, CFA, CFP, MSF, Portfolio Manager, Value Architects Asset Management,Hoboken, New JerseyBradford S. Stone, Executive Vice President, Chief Financial Officer & Portfolio Manager, Flaherty & Crumrine Inc., Summit, New Jersey
Central Park West Featured Perspective Trends in Portfolio Management(Second Floor) John Augustine, CFA, Chief Investment Officer, Huntington Bank, Columbus, Ohio
Gramercy Featured Workshop Technical Analysis(Lower Level) Ralph Acampora, CMT, Senior Managing Director, Altaira Ltd.
Riverside Ballroom Panel Discussion Real Estate: Investment, Capital & Financing (Third Floor) Jeff Rombach, CPA, Vice President, Commercial Real Estate, Wells Fargo Bank, N.A.,
St. Louis, MissouriEric Wald, Associate, Global Real Assets, J.P. Morgan Asset Management, New York, New York
Riverside Suite Workshop Career Paths in Trading & Investing(Third Floor) Russell Rhoads, CFA, Senior Instructor, Options Institute, Chicago Board of Options Exchange,
Chicago, Illinois
Flatiron Panel Discussion Private Equity: Formulating an Investment Thesis(Lower Level) Kyle Barndollar, Associate, Brown Brothers Harriman, New York, New York
Andrew Hodgkins, CFA, Private Equity Analyst, Brown Brothers Harriman, New York, New YorkJeffrey Price, Vice President, Brown Brothers Harriman, New York, New York
Murray Hill Workshop Building Multi-Asset Portfolios: Lessons from Institutional Investors(Lower Level) Ned Rosenman, Vice President, Client Solutions, BlackRock, New York, New York
Sutton Place Workshop Ethical Dilemmas in Investment Management(Lower Level) Dr. Michael G. McMillan, CFA, CPA, Director, Institutional Partnerships, CFA Institute,
Alexandria, Virginia
Union Square Panel Discussion Academics & Advisers Share Their Thoughts on How Options Strategies Are Utilized by(Lower Level) Financial Advisors in Todays Markets
Moderator:Eric Cott, Director, Options Industry Council, Chicago, Illinois
Panelists:Seth Diamond, Vice President-Investments, Janney Montgomery Scott LLC, Glastonbury, ConnecticutSteven Gattuso, CFA, CFP, CMA, Senior Portfolio Manager, Courier Capital Corporation, Buffalo, New YorkDr. Bruce B. Rader, CFA, Associate Professor of Finance, Temple University, Philadelphia,Pennsylvania
Liberty 4 Workshop Middle Market Corporate Lending(Third Floor) Chris Neidhart, Vice President, Bank Leumi USA, Chicago, Illinois
Liberty 5 Workshop Evolution of Private Banking from a Client-Facing Perspective(Third Floor) David Breslin, Director, Merrill Lynch, San Francisco, California
22:15 p.m. Break
QUINNIPIAC G.A.M.E. V FORUM FRIDAY, MARCH 20, 2015 continuedSheraton New York Times Square Hotel
2:153:15 p.m. Session IV See sessions & locations below
New York Keynote Perspective Wall Street Career Advice from a 30-Year VeteranBallroom East Richard Yamarone, Senior Economist, Bloomberg Brief(Third Floor)
Gramercy Workshop Wealth Management(Lower Level) Grant Rickelman, Vice President, Northern Trust, New York, New York
Riverside Ballroom Panel Discussion Real Estate: Investment, Capital & Financing (Third Floor) Jeff Rombach, CPA, Vice President, Commercial Real Estate, Wells Fargo Bank, N.A.,
St. Louis, MissouriEric Wald, Associate, Global Real Assets, J.P. Morgan Asset Management, New York, New York
Riverside Suite Panel Discussion So You Want to Trade Options(Third Floor) Joe Burgoyne, Director, Options Industry Council, Chicago, Illinois
Bill Ryan, NYSE Options Managing Director, New York Stock Exchange, An IntercontinentalExchange Company, New York, New York
Flatiron Panel Discussion Private Equity: Formulating an Investment Thesis(Lower Level) Kyle Barndollar, Associate, Brown Brothers Harriman, New York, New York
Andrew Hodgkins, CFA, Private Equity Analyst, Brown Brothers Harriman, New York, New YorkJeffrey Price, Vice President, Brown Brothers Harriman, New York, New York
Murray Hill Workshop Building Multi-Asset Portfolios: Lessons from Institutional Investors(Lower Level) Ned Rosenman, Vice President, Client Solutions, BlackRock, New York, New York
Sutton Place Panel Discussion Multi-Asset Class Solutions: Is the Appeal of Risk Assets Waning?(Lower Level) Joshua Hemmert, Executive Director, GIM-Solutions, J.P. Morgan Asset Management,
New York, New YorkRebecca Mitchem, Associate, GIM-Solutions, J.P. Morgan Asset Management, New York, New York
Union Square Workshop Agriculture Finance & the Commodities Cycle-Pricing & Subsidy Influences(Lower Level) Chia-Ying Chung, Investment Analyst, AMERRA Capital Management, LLC, New York,
New York
Liberty 4 Panel Discussion Professional Designations in the Financial Industry(Third Floor) Moderator:
Dr. Charles Appeadu, CFA, FRM, CAIA,Head, University Relations, CFA Institute,Charlottesville, Virginia
Panelists:Dr. Keith Black, CFA, CAIA,Managing Director, Curriculum & Exams, CAIA Association,Amherst, MassachusettsJoseph V. Maugeri, CFP,Managing Director, Marketing & Corporate Relations, CFP Board,Washington, D.C.William H. May, Senior Vice President & FRM Program Manager, Global Association of RiskProfessionals, Jersey City, New JerseyGreg Siegel, CFA, Director, Curriculum Products, CFA Institute, New York, New York
Liberty 5 Workshop Evolution of Private Banking from a Client-Facing Perspective(Third Floor) David Breslin, Director, Merrill Lynch, San Francisco, California
3:153:30 p.m. Break
QUINNIPIAC G.A.M.E. V FORUM FRIDAY, MARCH 20, 2015 continuedSheraton New York Times Square Hotel
3:304:30 p.m. Session V See sessions & locations below
Central Park West Panel Discussion Trends in the Investment Management Industry(Second Floor) Moderator:
Dr. Charles Appeadu, CFA, FRM, CAIA,Head, University Relations, CFA Institute,Charlottesville, Virginia
Panelists:Dr. Vahan Janjigian, CFA, Chief Investment Officer, Greenwich Wealth Management LLC,Greenwich, ConnecticutPascal Nigen, Managing Partner, Alpha Bronze LLC, New York, New York
Gramercy Workshop Wealth Management(Lower Level) Grant Rickelman, Vice President, Northern Trust, New York, New York
Riverside Ballroom Panel Discussion Alternative Investments Portfolio Managers(Third Floor) Moderator:
Dr. Keith Black, CFA, CAIA,Managing Director, Curriculum & Exams, CAIA Association,Amherst, Massachusetts
Panelists:Gib Dunham, Chief Investment Officer, Alternative Capital Advisers, New York, New YorkChris Hentemann,Managing Partner & Chief Investment Officer, 400 Capital Management LLC,New York, New York
Riverside Suite Panel Discussion So You Want to Trade Options(Third Floor) Joe Burgoyne, Director, Options Industry Council, Chicago, Illinois
Bill Ryan, NYSE Options Managing Director, New York Stock Exchange, An IntercontinentalExchange Company, New York, New York
Flatiron Panel Discussion Technical Analysis(Lower Level) Moderator:
Bruce Kamich, CMT, Adjunct Professor of Finance, Baruch College, New York, New YorkPanelists:Rick Bensignor, Behavioral Market Strategist, Gerson Lehrman Group, New York, New YorkJonathan Krinsky, CMT, Executive Director & Chief Market Technician, MKM Partners, Stamford, ConnecticutStephen Suttmeier CFA, CMT, Chief Equity Technical Strategist, BofA Merrill Lynch GlobalResearch, New York, New York
Murray Hill Workshop Career Paths in Trading & Investing(Lower Level) Russell Rhoads, CFA, Senior Instructor, Options Institute, Chicago Board of Options Exchange,
Chicago, Illinois
Sutton Place Panel Discussion Multi-Asset Class Solutions: Is the Appeal of Risk Assets Waning?(Lower Level) Joshua Hemmert, Executive Director, GIM-Solutions, J.P. Morgan Asset Management,
New York, New YorkRebecca Mitchem, Associate, GIM-Solutions, J.P. Morgan Asset Management, New York, New York
Union Square Workshop Agriculture Finance & the Commodities Cycle-Pricing & Subsidy Influences(Lower Level) Chia-Ying Chung, Investment Analyst, AMERRA Capital Management, LLC, New York, New York
Liberty 4 Workshop Ethical Dilemmas in Investment Management(Third Floor) Dr. Michael G. McMillan, CFA, CPA, Director, Institutional Partnerships, CFA Institute,
Alexandria, Virginia
4:305:30 p.m. Networking Reception & Awards CeremonyNew York Ballroom (Third Floor)Sponsored by: CFA Institute
QUINNIPIAC G.A.M.E. V FORUM FRIDAY, MARCH 20, 2015 continuedSheraton New York Times Square Hotel
89 a.m. Light Continental New York Ballroom West (Third Floor)Breakfast Sponsored by: Quinnipiac University
910 a.m. Session VI See sessions listed below
New York Presentation CFA Institute: Raising Standards of Professional ExcellenceBallroom East Dr. Charles Appeadu, CFA, FRM, CAIA,Head, University Relations, CFA Institute, (Third Floor) Charlottesville, Virginia
Gramercy Career Panel Investment Banking (Lower Level) Samantha Batista, Senior Analyst, Goldman Sachs Bank USA, New York, New York
Michaele Evans, Associate, Primary Care Development Corporation, New York, New YorkSalina Sabri, Associate, Structured Finance, Goldman Sachs, New York, New York
Riverside Ballroom Career Panel Asset Management(Third Floor) Ike Helene, Analyst, BlackRock, New York, New York
John Mantia, Analyst, Glenrock Asset Management, New York, New YorkPaige Simmons, Analyst, BlackRock, New York, New York
Flatiron Career Panel Private Equity(Lower Level) Andrew Hodgkins, CFA, Private Equity Analyst, Brown Brothers Harriman, New York, New York
Phil Smith, Associate, Catalus Capital, New York, New York
Riverside Suite Career Panel MBA: The Value, Consequences & Potential in the Real World(Third Floor) Jane Bronson, CPA, Controller, TLP Trading; Booth School of Business, University of Chicago,
Class of 2015John Daly, Vice President, Alleghany Capital; The Wharton School, University of Pennsylvania, Class of 2013Damon Wright, Vice President, Morgan Stanley; Columbia Business School, Columbia University,Class of 2014
QUINNIPIAC G.A.M.E. V FORUM SATURDAY, MARCH 21, 2015Sheraton New York Times Square Hotel
Murray Hill Career Panel Financial Services Assurance, Advisory & Investment Management(Lower Level) Bojan Bajic, Associate, Ares Management, New York, New York
Jason Schafer, Senior Manager, Ernst & Young Financial Services Office, Los Angeles, CaliforniaThomas Butcher, Associate, Structured Products Investments, Brookfield InvestmentManagement Inc., New York, New York
Sutton Place Career Panel Financial Media & Journalism(Lower Level) Callie Bost, Stocks/Options Reporter, Bloomberg News, New York, New York
Geoffrey Rogow, News Editor, Wall Street Journal, New York, New York
Union Square Panel Discussion Innovations in Investment Management Education(Lower Level) Dr. John Clinebell, Student & Foundation Fund, University of Northern Colorado, Greeley,
ColoradoDr. David Nawrocki, Christopher Haley SMF, Villanova University, Villanova, PennsylvaniaDr. David Sauer, Quinnipiac G.A.M.E. V Forum, Quinnipiac University, Hamden, ConnecticutDr. Robert Strong, CFA, SPIFFY (Student Portfolio Investment Fund), University of Maine,Orono, Maine
1010:30 a.m. Break
10:3011:30 a.m. Session VII See sessions & locations below
New York Presentation CFA Institute: Raising Standards of Professional ExcellenceBallroom East Dr. Charles Appeadu, CFA, FRM, CAIA,Head, University Relations, CFA Institute, (Third Floor) Charlottesville, Virginia
Gramercy Career Panel Investment Banking(Lower Level) Samantha Batista, Senior Analyst, Goldman Sachs Bank USA, New York, New York
Michaele Evans, Associate, Primary Care Development Corporation, New York, New YorkSalina Sabri, Associate, Structured Finance, Goldman Sachs, New York, New York
QUINNIPIAC G.A.M.E. V FORUM SATURDAY, MARCH 21, 2015 continuedSheraton New York Times Square Hotel
Riverside Ballroom Career Panel Asset Management(Third Floor) Ike Helene, Analyst, BlackRock, New York, New York
John Mantia, Analyst, Glenrock Asset Management, New York, New YorkPaige Simmons, Analyst, BlackRock, New York, New York
Flatiron Career Panel Private Equity(Lower Level) Andrew Hodgkins, CFA, Private Equity Analyst, Brown Brothers Harriman, New York, New York
Phil Smith, Associate, Catalus Capital, New York, New York
Riverside Suite Career Panel MBA: The Value, Consequences & Potential in the Real World(Third Floor) Jane Bronson, CPA, Controller, TLP Trading; Booth School of Business, University of Chicago,
Class of 2015John Daly, Vice President, Alleghany Capital; The Wharton School, University of Pennsylvania, Class of 2013Damon Wright, Vice President, Morgan Stanley; Columbia Business School, Columbia University,Class of 2014
Murray Hill Career Panel Financial Services Assurance, Advisory & Investment Management(Lower Level) Bojan Bajic, Associate, Ares Management, New York, New York
Jason Schafer, Senior Manager, Ernst & Young Financial Services Office, Los Angeles, CaliforniaThomas Butcher, Associate, Structured Products Investments, Brookfield InvestmentManagement Inc., New York, New York
Sutton Place Career Panel Financial Media & Journalism(Lower Level) Callie Bost, Stocks/Options Reporter, Bloomberg News, New York, New York
Geoffrey Rogow, News Editor, Wall Street Journal, New York, New York
QUINNIPIAC G.A.M.E. V FORUM SATURDAY, MARCH 21, 2014 continuedSheraton New York Times Square Hotel
SAVE THE DATE
March 31April 2, 2016New York, New York
For more information, visit qgame.quinnipiac.edu
Email [email protected] or call 203-582-3888
ADDITIONAL INFORMATION AVAILABLE:Web: qgame.quinnipiac.edu Email: [email protected] Phone: 203-582-3888
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