BLOOMBERG FOR EDUCATION

Size: px
Start display at page:

Download "BLOOMBERG FOR EDUCATION"

Transcription

1 BLOOMBERG FOR EDUCATION :::::::::::SYMPOSIUM ::::::::::::::::::::::::::::::::::::::::::::::: MAY 28, 2015

2 WELCOME::::::::::::::::::::::::::::::::::::::::::::::::::::: Dear Attendee, Welcome and thank you for attending the Bloomberg for Education Symposium hosted by The University of Texas in Austin. At Bloomberg, we understand that the need to innovate and stay ahead of the competition is as essential in the academic world as it is in the corporate. Educational institutions worldwide are on a tireless search for ways to differentiate themselves and demonstrate to current and prospective students as well as potential new professors that they offer the best combination of theoretical and practical instruction. Today s agenda has been devised to satisfy this need. The symposium is packed with presentations on ways to enrich the curriculum, plus gain a better understanding of current economic situation impacting the world of education. In addition, University of Texas at Austin will discuss the ways they are integrating Bloomberg in their curriculum and keeping abreast of competition. We hope you find today both stimulating and valuable; we look forward to seeing you at future events. Kindest regards, Bloomberg for Education Team :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::

3 AGENDA ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: MAY 28, :00 AM REGISTRATION AND BREAKFAST 8:30 AM WELCOME Lindsay Coss Americas University Advocate, Bloomberg L.P. OPENING REMARKS FROM UT AUSTIN 8:45 AM INCORPORATING BLOOMBERG INTO THE CURRICULUM Matt Sheridan Senior Lecturer at the Department of Finance, Ohio State University» Relevant courses, including Investments and Real Estate Valuation.» Leveraging Bloomberg for faculty research. 9:30 AM MACRO ECONOMIC OVERVIEW FOR 2015 Rich Yamarone Economist, Bloomberg L.P.» The U.S. economy is skating on thin ice. What, if anything, could trigger recession?» The Big Three Drivers employment, income and spending.» What is the Orange Book telling us?» Five indicators of discretionary spending that will tell us when the recovery is here. 10:15 AM COFFEE BREAK 10:30 AM USING BLOOMBERG IN ADVANCED FINANCE ELECTIVE CLASSES Ehud I. Ronn Professor of Finance at the McCombs School of Business, University of Texas at Austin» The Equity, Fixed-Income and Commodity Markets Using Bloomberg to Convey the Message from Markets» Bloomberg Capabilities in Energy Finance (esp. Oil and Natgas)» Using Bloomberg in Fixed-Income Applications» Incorporating Bloomberg into Students Problem Sets 11:15 AM BLOOMBERG MARKET CONCEPTS E-LEARNING TOOL DEBUT Sarah Yango Global Head of University Sales, Bloomberg Institute 11:45 AM STUDENT SIMULATED PORTFOLIOS Kelly M. Leahy Kamm PhD Senior Lecturer, Department of Finance at the University of Texas McCombs School of Business» Application: Courses in Investments, Security Analysis and Portfolio Management» Using Bloomberg to help students make decisions for setting up an all-equity portfolio» End of Period Performance Evaluation: Implementing Bloomberg in written report 12:15 AM LUNCH BREAK 1:00 PM THE FED & ITS INTERACTIONS WITH THE MARKET Stephen Jonathan FX Specialist, Bloomberg L.P. 1:45 PM IDEA GENERATION & COLLABORATION TOOLS Lee O Dwyer Equity Application Specialist, Bloomberg L.P. 2:30 PM SUPPLY CHAIN ENERGY & ESG Mark Schwartz Supply Chain Product Manager, Bloomberg L.P.» Curriculum differentiation with Bloomberg s Supply Chain and ESG products» New factory dataset and greater transparency into company manufacturing locations worldwide.» Using Bloomberg s new ESG Water Risk tool to see how global water risk can affect a company s valuation outlook. 3:15 PM NETWORKING RECEPTION ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::

4 SPEAKER PROFILES ::::::::::::::::::::::::::::::::::::: LINDSAY COSS Sales, Bloomberg L.P. Lindsay Coss is a Bloomberg sales representative who consults with clients and prospective clients on their business needs in the Pacific Northwest and Western Canada. Prior to taking on the responsibilities of the university advocate for the Americas in 2014, she had overseen the university business for the West Coast region since Lindsay hopes to continue to build relationships with deans, department heads, faculty, career development officers, librarians and endowments and help them integrate the real-world financial applications and skills on Bloomberg into an educational environment. STEPHEN JONATHAN FX and Economics Application Specialist, Bloomberg L.P. Since September 2009, Steve Jonathan has been a foreign exchange and economics application specialist with Bloomberg in New York working with multinational corporations, institutional clients and official institutions. He has spoken at numerous Bloomberg and outside events on trends and developments in the global economy and currency markets. Prior to joining Bloomberg, Steve spent 25 years on the FX sales desks of several New York financial institutions where he advised a wide range of clients active in global financial markets. In these positions, he developed a wide variety of hedging and market positioning strategies with a specific focus on emerging markets. From , he held several positions at Cargill, including in currency risk management for various trading groups. From , he served in the Peace Corps in Togo, West Africa. Steve earned a bachelor of science in foreign service in international politics from Georgetown University. KELLY M. LEAHY KAMM, PH.D. Director of the Financial Analyst Program and Senior Lecturer, Department of Finance at the University of Texas McCombs School of Business Kelly M. Leahy Kamm is a Senior Lecturer in the Department of Finance and Director of the Financial Analyst Program at the University of Texas McCombs Business School. She earned her doctorate in Finance from the University of Texas and graduated Summa Cum Laude with a B.A. in Economics and a Certificate in Latin American Studies from the University of Notre Dame. Kelly Kamm teaches courses in Corporate Finance, Portfolio Management and Security Analysis. She also teaches Executive Education seminars in Technology and Trading in Finance and Corporate Value and Working Capital Simulation. Kamm has been recognized as a Preferred Professor by students and received the McCombs School of Business Faculty Excellence Award. Kamm is an advisor to the MBA Investment Fund at the University of Texas and investor in GKSD Restaurant Enterprises, LLC, a company focused on upscale Southwestern restaurants. Kelly Kamm has consulted in the areas of financial services and portfolio simulation software and has experience as in the area of money management. As Director of the Financial Analyst Program, Kamm oversaw her team of analysts as they competed in a field of over one hundred universities nationwide to win the All-America Student Trading Competition, published in Institutional Investor Magazine.

5 ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: LEE O DWYER CFA, Equity Market Specialist, Bloomberg L.P. Drawing from fifteen years of experience in traditional and alternative investments, Lee O Dwyer helps Bloomberg clients gain maximum leverage of their terminal toward actionable strategies. Discussing equity fundamental valuations, earnings & idea generation tools, ESG data, and portfolio analysis with top analysts and portfolio managers, O Dwyer s experience and communication style lets him calibrate around the varied needs and styles of clients, allowing him to interpret their comments and provide meaningful and useful support. Originally from England, O Dwyer is a member of the CFA Institute and has earned the right to use the Chartered Financial Analyst (CFA ) designation. EHUD I. RONN Professor of Finance at the McCombs School of Business, University of Texas at Austin. Dr. Ronn has published articles on investments, interest rate instruments and energy derivatives in the academic and practitioner literature. Dr. Ronn received his Ph.D. from Stanford University. Prior to joining the University of Texas in July 1988, Dr. Ronn was a faculty member at the University of California, Berkeley, and the University of Chicago. During , Dr. Ronn served as Vice President, Trading Research Group at Merrill Lynch & Co. Dr. Ronn served as the founding director of the University of Texas Center for Energy Finance from From Jan to Feb. 2011, Prof. Ronn was Commodity Market Modeling practice area manager at Morgan Stanley & Co. In Nov. 2004, Dr. Ronn was selected by Energy Risk to the Energy Risk Hall of Fame. MARK SCHWARTZ Global Data Product Manager for Supply Chain & ESG Product, Bloomberg L.P. Mark Schwartz has 14 years of experience working with Bloomberg L.P. Mark has mostly focused on new data products at Bloomberg, which typically involve sourcing or creating new data sources to fuel these products. Currently, Mark is the global data manager for one of Bloomberg s newest products; it focuses on sourcing supply chain related data for more than 26,000 public companies worldwide. BLOOMBERG FOR EDUCATION SYMPOSIUM 02 // 03

6 SPEAKER PROFILES :::::::::::::::::::::::::::::::::::: MATT SHERIDAN CFA Charterholder, Senior Lecturer in Finance, The Ohio State University Fisher College of Business Matt Sheridan is a Senior Lecturer in Finance at The Ohio State University, Fisher College of Business. Matt teaches investments and CRE courses for undergraduates and MBA candidates and oversees the Applied Finance Lab. Previously, Matt worked at Bloomberg from and held a corporate bond portfolio manager position at Cincinnati Financial where he managed $800 million. Matt is a recipient of the Fisher College of Business 2015 Undergraduate Teaching Award, received for an investments course that heavily integrates Bloomberg Professional service into the curriculum. Matt received his MBA from the University of New Mexico. RICHARD YAMARONE Bloomberg Intelligence Economist, Bloomberg L.P. Richard Yamarone is an economist who has roughly three decades of experience and focuses on monetary and fiscal policy, economic indicators, fixed income, commodities and general macroeconomic conditions for Bloomberg Brief. Earlier in his career, Rich was director of economic research at Argus Research and a member of the firm s investment policy committee. In addition, he has held senior positions at several international and domestic money center and investment banks. He has taught numerous courses on macroeconomics and economic indicators at several colleges and institutions. He has served as president of the prestigious Downtown Economists Club of New York City. The author of Trader s Guide to Key Economic Indicators (Bloomberg Press, 2012), Rich is a member of the National Association for Business Economists, the American Economic Association, the New York State Economics Association and the Money Marketeers of New York University. He has won numerous accolades for his work, including being featured as one of the top 10 economists in the U.S. by USA Today in 2007 and Nostradamus of the Financial Industry by Bank Advisor in 2008 for his prediction of the financial crisis. SARAH YANGO Global Head of University Sales, Bloomberg Institute Sarah has been with Bloomberg since Over her 12 years with the firm, Sarah has held many different positions at the firm including Analytics, Terminal Sales, Recruitment, Operations and Marketing. Sarah currently manages Global University Relations for Bloomberg Institute, the educational division of Bloomberg. Sarah holds a BA from Columbia University in Economics and is based in San Francisco.

7 ABOUT THE BLOOMBERG PROFESSIONAL SERVICE The founding vision in 1982 was to create an information services, news and media company that provides business and fi nancial professionals with the tools and data they need on a single all-inclusive platform. The success of Bloomberg is due to the constant innovation of our products, unrivaled dedication to customer service and the unique way in which we constantly adapt to an ever-changing marketplace. The Bloomberg Professional service is a powerful and fl exible tool for fi nancial professionals whatever their needs in cash and derivatives markets as diverse as equities, currencies, commodities, money markets, government and municipal securities, mortgages, indices, insurance and legal information. The Bloomberg Professional service seamlessly integrates the very best in real-time data, news and analytics. In addition, Bloomberg users benefi t from on-demand multimedia content, extensive electronic trading capabilities and a superior communications platform. Bloomberg customers include infl uential decision makers in fi nance, business and government. Business and fi nancial professionals recognize the Bloomberg Professional service as the defi nitive tool for achieving their goals because it offers unparalleled assistance and functionality on a single platform for a single price. = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = Real Service from Real People When You Need It. Our 24/7 industry-leading customer service teams in 160 countries around the world will help you fully leverage the analytics and data on the Bloomberg Professional service. = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = BLOOMBERG FOR EDUCATION SYMPOSIUM 04 // 05

8 :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: To learn more about Bloomberg for Education, please visit bloomberg.com/professional/education :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: BEIJING DUBAI FRANKFURT HONG KONG LONDON MUMBAI NEW YORK SAN FRANCISCO SÃO PAULO SINGAPORE SYDNEY TOKYO ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: The data included in these materials are for illustrative purposes only Bloomberg Finance L.P. All rights reserved. S _DIG 0515

FUTURE OF FINANCE. FUTURE OF FINANCE January 25, 2017, The Junior League of Houston

FUTURE OF FINANCE. FUTURE OF FINANCE January 25, 2017, The Junior League of Houston FUTURE OF FINANCE EVENT OVERVIEW Please join us for the CFA Society of Houston 2017 Forecast Dinner: Future of Finance and hear Keynote Speaker Richard Yamarone, an economist who has more than three decades

More information

IIF GLOBAL SEMINAR MACROECONOMIC ANALYSIS AND FORECASTING WITH A FOCUS ON MENA. November 12-14, 2018 Dubai, UAE IN COOPERATION

IIF GLOBAL SEMINAR MACROECONOMIC ANALYSIS AND FORECASTING WITH A FOCUS ON MENA. November 12-14, 2018 Dubai, UAE IN COOPERATION IIF GLOBAL SEMINAR MACROECONOMIC ANALYSIS AND FORECASTING WITH A FOCUS ON MENA November 12-14, 2018 Dubai, UAE IN COOPERATION COURSE DESCRIPTION IIF GLOBAL SEMINAR Macroeconomic Analysis and Forecasting

More information

2 Decades On: Perspectives from the Asian Financial Crisis: New Risks and Opportunities Take Shape.

2 Decades On: Perspectives from the Asian Financial Crisis: New Risks and Opportunities Take Shape. AGENDA 8:30AM 9:00AM 9:05AM REGISTRATION & BREAKFAST OPENING REMARKS KEYNOTE ADDRESS Asia Pacific 20 Years After the Crisis Causes and lessons learned (or not) Is Asia still the fastest growing region

More information

The Tribeca Group at Morgan Stanley Smith Barney

The Tribeca Group at Morgan Stanley Smith Barney The Tribeca Group at Morgan Stanley Smith Barney November, 2011 Morgan Stanley Smith Barney LLC One Penn Plaza, 43rd Floor New York, NY 10119 212-643-5713 Scott McCoy Director Portfolio Manager Yunjin

More information

Hosted By: Sponsored By: Pre-Conference Cocktail Reception Wednesday, June 1 st 5:30 7:00 pm Madison Club

Hosted By: Sponsored By: Pre-Conference Cocktail Reception Wednesday, June 1 st 5:30 7:00 pm Madison Club Hosted By: Pre-Conference Cocktail Reception Wednesday, June 1 st 5:30 7:00 pm Madison Club Conference Thursday, June 2 nd 7:30 am 6:30 pm The Monona Terrace One John Nolen Drive Madison, WI 53703 Sponsored

More information

FORM ADV PART 2B BROCHURE SUPPLEMENT. South Texas Money Management, Ltd.

FORM ADV PART 2B BROCHURE SUPPLEMENT. South Texas Money Management, Ltd. FORM ADV PART 2B BROCHURE SUPPLEMENT South Texas Money Management, Ltd. 700 N. St. Mary s Street, Suite 100 San Antonio, Texas 78205 (210) 824-8916 (210) 824-8718 (Fax) www.stmmltd.com March 29, 2019 This

More information

6 TH CHINA INVESTMENT CONFERENCE

6 TH CHINA INVESTMENT CONFERENCE 6 TH CHINA INVESTMENT CONFERENCE 207 CFA Society Beijing. All rights reserved. 2 August 207 China World Hotel Beijing, China Hosted by CFA Society Beijing SUPPORTER OPPORTUNITIES EVENT OVERVIEW Our flagship

More information

CFA Society Cleveland Mock Exam

CFA Society Cleveland Mock Exam Page 1 of 6 April 17, 2014 Join us for many exciting events coming up at The City Club... April 23rd, Joe Becker, Invesco Powershares, Fixed Income Market Strategy April 30th, Robert Doll, Nuveen Asset

More information

SEI Appendix A Team Biographies

SEI Appendix A Team Biographies SEI Appendix A Team Biographies TEAM BIOGRAPHIES Mark T. Morgan, CFA Client Portfolio Manager Institutional Group Client Portfolio Management Team (Chicago, Illinois) Mark Morgan serves as a Client Portfolio

More information

Rebecca L. Burke VICE PRESIDENT, NATIONAL ETF SALES

Rebecca L. Burke VICE PRESIDENT, NATIONAL ETF SALES Rebecca L. Burke VICE PRESIDENT, NATIONAL ETF SALES Rebecca L. Burke joined American Beacon Advisors in November 2016 as a vice president, National ETF Sales. Ms. Burke works in partnership with the American

More information

Our Mission. About Morgan Stanley Wealth Management

Our Mission. About Morgan Stanley Wealth Management Our Mission Our Approach About Morgan Stanley Wealth Management As an affluent investor, you seek greater simplicity, customized strategies and a high level of service. As your committed financial advisors,

More information

Join us for many exciting events coming up at The City Club...

Join us for many exciting events coming up at The City Club... Page 1 of 5 March 31st, 2014 Join us for many exciting events coming up at The City Club... April 9th, Elizabeth Allen, Federal Express, Company Update April 16th, Joe Miskel, F-Squared April 23rd, Joe

More information

The Rock Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship

The Rock Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship The Rock Group at Morgan Stanley Smith Barney Managing Your Wealth, Growing Our Relationship Change is the law of life. And those who look only to the past or present are certain to miss the future. John

More information

ANNUAL GENERAL MEETING AND FORUM ON MARKET TRANSPARENCY

ANNUAL GENERAL MEETING AND FORUM ON MARKET TRANSPARENCY ANNUAL GENERAL MEETING AND FORUM ON MARKET TRANSPARENCY Tuesday, April 29, 2014 Fairmont Royal York 100 Front Street West, Toronto ANNUAL MEMBER MEETING & FORUM TUESDAY, APRIL 29, 2014 AT 2:30 PM EASTERN

More information

CONFERENCE. Hosted by. Wednesday, May 30 th 7:30 am 6:00 pm

CONFERENCE. Hosted by. Wednesday, May 30 th 7:30 am 6:00 pm 8 th Annual MADISON INVESTMENT CONFERENCE Wednesday, May 30 th 7:30 am 6:00 pm The Monona Terrace One John Nolen Drive Madison, WI 53703 Pre-Conference Cocktail Reception Tuesday, May 29 th 5:30 7:00 pm

More information

THE REGIONAL ECONOMIC BRIEFING FEDERAL RESERVE BANK OF NEW YORK SPEAKERS BIOGRAPHIES AT THE 33 LIBERTY STREET NEW YORK, NY

THE REGIONAL ECONOMIC BRIEFING FEDERAL RESERVE BANK OF NEW YORK SPEAKERS BIOGRAPHIES AT THE 33 LIBERTY STREET NEW YORK, NY THE REGIONAL ECONOMIC BRIEFING AT THE FEDERAL RESERVE BANK OF NEW YORK SPEAKERS BIOGRAPHIES FEDERAL RESERVE BANK OF NEW YORK 33 LIBERTY STREET NEW YORK, NY 10045 WWW.NEWYORKFED.ORG THURSDAY, JULY 22, 2010

More information

IIF GLOBAL SEMINAR ADVANCED MACROECONOMIC ANALYSIS AND FORECASTING IN MENA ECONOMIES. November 7-9, 2016 Dubai, UAE

IIF GLOBAL SEMINAR ADVANCED MACROECONOMIC ANALYSIS AND FORECASTING IN MENA ECONOMIES. November 7-9, 2016 Dubai, UAE IIF GLOBAL SEMINAR ADVANCED MACROECONOMIC ANALYSIS AND FORECASTING IN MENA ECONOMIES November 7-9, 2016 Dubai, UAE COURSE DESCRIPTION IIF GLOBAL SEMINAR Advanced Macroeconomic Analysis and Forecasting

More information

Speaker. Norihiro Takahashi. Daisuke Hamaguchi. Philippe Desfossés

Speaker. Norihiro Takahashi. Daisuke Hamaguchi. Philippe Desfossés Speaker Norihiro Takahashi President, Government Pension Investment Fund Mr. Norihiro Takahashi is President of Government Pension Investment Fund (GPIF) since April 2016. Prior to his role at GPIF, he

More information

Economic Summit. The Challenge: Keeping Up. June 17 18, Federal Reserve Bank of Dallas

Economic Summit. The Challenge: Keeping Up. June 17 18, Federal Reserve Bank of Dallas Economic Summit The Challenge: Keeping Up June 17 18, 2014 Federal Reserve Bank of Dallas Agenda Tuesday, June 17 8:00 a.m. Registration and Breakfast 8:40 a.m. Welcome 9:00 a.m. What Do Economists Really

More information

SPEAKERS A S H A B A N G A L O R E

SPEAKERS A S H A B A N G A L O R E SPEAKERS ASHA BANGALORE Vice President Economist Asha has been an economist with Northern Trust since 1994. Prior to joining Northern Trust, she was a consultant to savings and loan institutions and commercial

More information

Dean A. Connor. President & Chief Executive Officer, Sun Life Financial

Dean A. Connor. President & Chief Executive Officer, Sun Life Financial Dean A. Connor President & Chief Executive Officer, Sun Life Financial Dean A. Connor was appointed President & Chief Executive Officer, Sun Life Financial on December 1, 2011, and is a member of the company

More information

2017 UCLA Anderson Fink Center for Finance & Investments Stock Pitch Competition. Participant Information Packet February 10, 2017

2017 UCLA Anderson Fink Center for Finance & Investments Stock Pitch Competition. Participant Information Packet February 10, 2017 2017 UCLA Anderson Fink Center for Finance & Investments Stock Pitch Competition Participant Information Packet February 10, 2017 Competition Overview Hosted by the Laurence and Lori Fink Center for Finance

More information

RAYMOND JAMES INVESTMENT STRATEGY COMMITTEE

RAYMOND JAMES INVESTMENT STRATEGY COMMITTEE RAYMOND JAMES INVESTMENT STRATEGY COMMITTEE Providing Raymond James financial advisors and their clients with actionable market commentary and investment guidance. PUBLICATIONS The advice and recommendations

More information

2001 Chartered Financial Analyst Association for Investment Management and Research

2001 Chartered Financial Analyst Association for Investment Management and Research DOUGLAS T. WILLS Milgard School of Business University of Washington, Tacoma 1900 Commerce Street Box 358420 Tacoma, WA 98402-3100 253.692.5626 dtwills@uw.edu EDUCATION 2001 Chartered Financial Analyst

More information

The Century Group at Morgan Stanley

The Century Group at Morgan Stanley The Century Group at Morgan Stanley 9665 Wilshire Blvd Suite 600 Beverly Hills, CA 90212 310-551-9466 / MAIN 800-458-9838 / TOLL-FREE 310-551-9401 / FAX The Century Group at Morgan Stanley What do you

More information

The Century Group at Morgan Stanley Smith Barney

The Century Group at Morgan Stanley Smith Barney The Century Group at Morgan Stanley Smith Barney 2121 Avenue of the Stars Los Angeles, CA 90067 310-551-9400 / MAIN 800-451-6533 / TOLL-FREE fa.morganstanleyindividual.com/thecenturygroup The Century Group

More information

Quantitative Finance Summer Camp 2016 New Frontiers in Quantitative Finance. Programme Schedule Time Programme Speaker

Quantitative Finance Summer Camp 2016 New Frontiers in Quantitative Finance. Programme Schedule Time Programme Speaker Quantitative Finance Summer Camp 2016 New Frontiers in Quantitative Finance 11 August 2016 LKCSB Level 3 Seminar Room 3.9 Programme Schedule Time Programme Speaker 0900hr 0925hr 0930hr Welcome Address

More information

LISA TILTON-McCARTHY

LISA TILTON-McCARTHY LISA TILTON-McCARTHY Lisa Tilton-McCarthy received a B.A. in English from Texas A&M University in College Station and graduated summa cum laude from South Texas College of Law in Houston. She was Editor-in-Chief

More information

The Walton and Hitt Group at Morgan Stanley. La Jolla, CA

The Walton and Hitt Group at Morgan Stanley. La Jolla, CA The Walton and Hitt Group at Morgan Stanley La Jolla, CA 1111 Prospect Street La Jolla, CA 92037 858-729-5048 / MAIN 800-473-2331 / TOLL-FREE 858-551-5117 / FAX www.morganstanleyfa.com/thewaltonandhittgroup

More information

The Abbott Group at Morgan Stanley We Provide Solutions

The Abbott Group at Morgan Stanley We Provide Solutions The Abbott Group at Morgan Stanley We Provide Solutions From left to right: Chris Jensen, Kelly Hesselein, James Matthew Bopp, Russell Abbott, Kristen Dinsbach and Josh Hagel-Thaler 1478 Stone Point Drive

More information

Building Wealth and Prosperity in the Communities We Call Home

Building Wealth and Prosperity in the Communities We Call Home Building Wealth and Prosperity in the Communities We Call Home Executive Summary EDA exclusively represents the equity capital market interests for the retail and institutional operations of middle market

More information

Supplement to Form ADV Part 2 Form ADV Part 2B

Supplement to Form ADV Part 2 Form ADV Part 2B Item 1- Cover Page Supplement to Form ADV Part 2 Form ADV Part 2B (for each of the Supervised Persons Listed in Item 2 below) Lazard Wealth Management LLC 30 Rockefeller Plaza New York, New York 10112

More information

Alpin Vinodrai Mehta joined Temasek in June He is currently Managing Director, Investment.

Alpin Vinodrai Mehta joined Temasek in June He is currently Managing Director, Investment. Alpin MEHTA Managing Director, Investment Alpin Vinodrai Mehta joined Temasek in June 2004. He is currently Managing Director, Investment. Prior to joining Temasek, Alpin started his career with Unichem

More information

Steve Hamilton, J.D., CLU, ChFC Director, Advanced Consulting Group Nationwide

Steve Hamilton, J.D., CLU, ChFC Director, Advanced Consulting Group Nationwide Steve Hamilton, J.D., CLU, ChFC Director, Advanced Consulting Group Nationwide Email: hamils25@nationwide.com Direct: 614.249.0935 Steve has over 30 years of experience in the financial services industry.

More information

The Texas Capitol Group at Morgan Stanley Smith Barney. When the Details Matter

The Texas Capitol Group at Morgan Stanley Smith Barney. When the Details Matter The Texas Capitol Group at Morgan Stanley Smith Barney When the Details Matter The Texas Capitol Group at Morgan Stanley Smith Barney will be the wealth advisory group of choice recognized for its exceptional

More information

PI Strategic Investment Research Group

PI Strategic Investment Research Group PI Strategic Investment Research Group Investment Research James G. Russell, CFA, Senior Vice President and Director, Strategic Investment Research Group Mr. Russell joined Prudential Investments in January

More information

THE REGIONAL ECONOMIC BRIEFING FEDERAL RESERVE BANK OF NEW YORK SPEAKERS BIOGRAPHIES AT THE 33 LIBERTY STREET NEW YORK, NY

THE REGIONAL ECONOMIC BRIEFING FEDERAL RESERVE BANK OF NEW YORK SPEAKERS BIOGRAPHIES AT THE 33 LIBERTY STREET NEW YORK, NY THE REGIONAL ECONOMIC BRIEFING AT THE FEDERAL RESERVE BANK OF NEW YORK SPEAKERS BIOGRAPHIES FEDERAL RESERVE BANK OF NEW YORK 33 LIBERTY STREET NEW YORK, NY 10045 WWW.NEWYORKFED.ORG MONDAY, FEBRUARY 14,

More information

Candidate Profile Form District Committee Election Joel Glasco

Candidate Profile Form District Committee Election Joel Glasco Candidate Profile Form District Committee Election Joel Glasco Candidate Name: Title: Managing Director - Market Manager Firm: Wells Fargo Adviso Candidate Biography and Personal Statement Candidate Biography

More information

The Apollo Group at Morgan Stanley

The Apollo Group at Morgan Stanley The Apollo Group at Morgan Stanley A wealth advisory practice that provides clients with the financial planning and investment management services they require and deserve. Private Wealth Management: The

More information

Joshua D. Spizman August 2017

Joshua D. Spizman August 2017 Joshua D. Spizman August, 2017 Loyola Marymount University Hilton Center for Business Office Phone: (310) 338-2902 1 LMU Drive, MS 8385 E-mail: joshua.spizman@lmu.edu Los Angeles, CA 90045-2659 http://www.joshuaspizman.com

More information

First Southern Securities, LLC Credentials

First Southern Securities, LLC Credentials First Southern Securities, LLC Credentials Table of Contents SECTION A SECTION B SECTION C SECTION D Overview of First Southern Securities, LLC......3 Services Offered...6 Trading Volume by Credit 1. Municipal...11

More information

Fixed Income Sales and Trading: Current Issues Tuesday, May 22 11:15 a.m. 12:15 p.m.

Fixed Income Sales and Trading: Current Issues Tuesday, May 22 11:15 a.m. 12:15 p.m. Fixed Income Sales and Trading: Current Issues Tuesday, May 22 11:15 a.m. 12:15 p.m. This session discusses the current trends in, and their potential implications for, the fixed income markets and how

More information

The TPC Group at Morgan Stanley Smith Barney

The TPC Group at Morgan Stanley Smith Barney The TPC Group at Morgan Stanley Smith Barney 53 State Street Exchange Place, 39th Floor, Boston, Massachusetts 02109 800-752-2678 / Main 617-227-9070 / fax fa.morganstanleyindividual.com/tpcgroup robert.m.panessiti@mssb.com

More information

Speakers Bio: Jenny Tian Managing Director

Speakers Bio: Jenny Tian Managing Director Speakers Bio: Jenny Tian Managing Director Jenny has been in the investment management industry for most of her career which started in 1998. Prior to her current roles in the Springs Capital top management

More information

FUTURE OF WOMAN & FINANCE

FUTURE OF WOMAN & FINANCE FUTURE OF WOMAN & FINANCE Date: October 27th, 2015 Venue: Madrid Stock Exchange Plaza de la Lealtad, 1, 28014 Madrid Conference Room: Antonio Maura Coffee Break & Cocktail: Salón de Pasos Perdidos Time:

More information

AIM for Wall Street ADVANCED INVESTMENT MANAGEMENT COURSE. A two-week intensive seminar taught by top Wall Street investment professionals

AIM for Wall Street ADVANCED INVESTMENT MANAGEMENT COURSE. A two-week intensive seminar taught by top Wall Street investment professionals AIM for Wall Street ADVANCED INVESTMENT MANAGEMENT COURSE A two-week intensive seminar taught by top Wall Street investment professionals Presented by the CQA Institute at Wilkes University May 20 to June

More information

FROM WORDS TO NUMBERS

FROM WORDS TO NUMBERS PROGRAMME NBIM TALK FROM WORDS TO NUMBERS ASSESSING ENVIRONMENTAL, SOCIAL AND GOVERNANCE RISKS Date : 9 December 2016 Time : 08:00-10:00 Venue : Norges Bank Auditorium, Bankplassen 2, Oslo Risks and opportunities

More information

The Fortress Group at Morgan Stanley

The Fortress Group at Morgan Stanley The Fortress Group at Morgan Stanley 1 PENN PLAZA, 43RD FL NEW YORK, NY 10119 212-643-5781 / MAIN 800-223-4565 / TOLL-FREE 212-714-2546 / FAX http://www.morganstanleyfa.com/thefortressgroup lane.h.katz@ms.com

More information

LATIN AMERICA INVESTMENT CONFERENCE

LATIN AMERICA INVESTMENT CONFERENCE 2017. All rights reserved. LATIN AMERICA INVESTMENT CONFERENCE 1 2 March 2018 Belmond Copacabana Palace Rio de Janeiro, Brazil HOSTED WITH CFA SOCIETY BRAZIL SPONSORSHIP OPPORTUNITIES EVENT OVERVIEW The

More information

Hosted By: Pre-Conference Cocktail Reception Tuesday, May 23 rd 5:30 7:00 pm Madison Club

Hosted By: Pre-Conference Cocktail Reception Tuesday, May 23 rd 5:30 7:00 pm Madison Club 7 th Annual MADISON INVESTMENT CONFERENCE MAY 24, 2017 Hosted By: Pre-Conference Cocktail Reception Tuesday, May 23 rd 5:30 7:00 pm Madison Club Conference Wednesday, May 24 th 7:30 am 6:30 pm The Monona

More information

Brookfield Investment Partners, LLC 330 South Executive Drive #307 Brookfield, WI July 29, 2011

Brookfield Investment Partners, LLC 330 South Executive Drive #307 Brookfield, WI July 29, 2011 Item 1- Cover Page Michael J. Steppe William H. Bergner Lora J. Olenchek Brookfield Investment Partners, LLC 330 South Executive Drive #307 Brookfield, WI 53005 262-785-6751 July 29, 2011 This Brochure

More information

IIF GLOBAL SEMINAR: MACROECONOMIC ANALYSIS AND FORECASTING IN EMERGING ECONOMIES. June 6-8, 2016 London, UK IN COOPERATION WITH

IIF GLOBAL SEMINAR: MACROECONOMIC ANALYSIS AND FORECASTING IN EMERGING ECONOMIES. June 6-8, 2016 London, UK IN COOPERATION WITH IIF GLOBAL SEMINAR: MACROECONOMIC ANALYSIS AND FORECASTING IN EMERGING ECONOMIES June 6-8, 2016 London, UK IN COOPERATION WITH COURSE DESCRIPTION IIF GLOBAL SEMINAR: Macroeconomic Analysis and Forecasting

More information

Stellar Capital Management, LLC

Stellar Capital Management, LLC Stellar Capital Management, LLC 2200 East Camelback Road, Suite 130 Phoenix, Arizona 85016 602.778.0307 Form ADV Part 2B The Brochure Supplement March 30, 2017 This Brochure Supplement provides information

More information

The Williams Benson Group at Morgan Stanley Smith Barney

The Williams Benson Group at Morgan Stanley Smith Barney The Williams Benson Group at Morgan Stanley Smith Barney Our Mission We strive to bring a boutique level of service to our clients by operating as a firm within the firm. We believe this is best achieved

More information

RIA EVENT OF THE YEAR. Working Together. to Maximize Your Business. July 18, Hyatt Regency O Hare, Rosemont, IL AGENDA SPONSORED BY:

RIA EVENT OF THE YEAR. Working Together. to Maximize Your Business. July 18, Hyatt Regency O Hare, Rosemont, IL AGENDA SPONSORED BY: Working Together to Maximize Your Business July 18, 2013 Hyatt Regency O Hare, Rosemont, IL SPONSORED BY: Wednesday, July 17 6:30-8:30 p.m. Cocktail Reception Come meet and greet Brookstone Capital Management

More information

Spencer McGowan. McGowan Group Asset Management, Inc. 200 Crescent Court, Suite #657 Dallas, TX 75201

Spencer McGowan. McGowan Group Asset Management, Inc. 200 Crescent Court, Suite #657 Dallas, TX 75201 Item 1: Cover Page for Part 2B of Form ADV: Brochure Supplement March 2014 Spencer McGowan McGowan Group Asset Management, Inc. 200 Crescent Court, Suite #657 Dallas, TX 75201 Firm Contact: Bobby D. Boyce,

More information

Denver H. Travis, Ph.D., CFA

Denver H. Travis, Ph.D., CFA Department of Finance Updated: April 2017 Erivan K. Haub School of Business Phone: 610.660.1670 Saint Joseph s University E-Mail: denver.travis@sju.edu 5600 City Avenue SSRN: http://ssrn.com/author=2271786

More information

Latin American Venture Capital & Private Equity Academy

Latin American Venture Capital & Private Equity Academy Page 0 2015 Latin American Venture Capital & Private Equity Academy DRAFT SCHEDULE ANN LEAMON AND JOSH LERNER Page 1 The Latin American Venture Capital & Private Equity Academy This two-day session is

More information

NO SUCH THING AS A COMMODITY

NO SUCH THING AS A COMMODITY 27 MARCH, 2018 INTERNATIONAL TRADE CENTRE, 54 RUE DE MONTBRILLANT, GENEVA 8:30-13:00 NO SUCH THING AS A COMMODITY According to the management theorist, Theodore Levitt, writing in the Harvard Business

More information

The Sanborn Group at Morgan Stanley

The Sanborn Group at Morgan Stanley The Sanborn Group at Morgan Stanley 5051 Westheimer Rd. Suite 2100 Houston, TX 77056 713-966-2159 / MAIN 800-666-6069 / TOLL-FREE 713-966-6808 / FAX www.morganstanleyfa.com/thesanborngroup richard.h.sanborn@ms.com

More information

IIF GLOBAL SEMINAR: UNDERSTANDING CAPITAL FLOWS TO EMERGING MARKETS. May 12-13, 2016 New York, NY IN COOPERATION WITH

IIF GLOBAL SEMINAR: UNDERSTANDING CAPITAL FLOWS TO EMERGING MARKETS. May 12-13, 2016 New York, NY IN COOPERATION WITH GLOBAL SEMINAR: UNDERSTANDING CAPITAL FLOWS TO EMERGING MARKETS May 12-13, 2016 New York, NY IN COOPERATION WITH COURSE DESCRIPTION GLOBAL SEMINAR: Understanding Capital Flows to Emerging Markets Capital

More information

Wan WONGSUNWAI. Assistant Professor, Northwestern University Accounting Information and Management Department

Wan WONGSUNWAI. Assistant Professor, Northwestern University Accounting Information and Management Department Wan WONGSUNWAI Assistant Professor, Accounting Information and Management Kellogg School of Management, Northwestern University 2001 Sheridan Road, Jacobs 6245, Evanston, IL 60208 Telephone: (847) 491-2658,

More information

The Lake Union Group at Morgan Stanley. Tailored financial strategies for future generations and passions.

The Lake Union Group at Morgan Stanley. Tailored financial strategies for future generations and passions. The Lake Union Group at Morgan Stanley Tailored financial strategies for future generations and passions. 601 UNION STREET SUITE 2900 SEATTLE, WA 98101 206-336-1626 / MAIN 800-733-4873 / TOLL-FREE 206-464-5928

More information

Update from the Research Director of the J.P. Morgan Center for Commodities (JPMCC)

Update from the Research Director of the J.P. Morgan Center for Commodities (JPMCC) J.P. Morgan Center for Commodities at the University of Colorado Denver Business School Update from the Research Director of the J.P. Morgan Center for Commodities (JPMCC) Jian Yang, Ph.D., CFA J.P. Morgan

More information

Smith A. Brownlie III, CPA

Smith A. Brownlie III, CPA Brownlie & Braden, LLC, provides services specifically addressing the needs of individuals and families that have accumulated significant wealth. Our approach to providing these services is sensitive to

More information

Orange County Employees Retirement System Big Picture MACRO ECONOMIC OUTLOOK FORUM

Orange County Employees Retirement System Big Picture MACRO ECONOMIC OUTLOOK FORUM Orange County Employees Retirement System 2013 Big Picture MACRO ECONOMIC OUTLOOK FORUM Marriott Hotel & Resorts 18000 Von Karman Avenue Irvine, CA 92612 (949) 553-0100 Wednesday, January 30, 2013 Program

More information

Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m.

Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m. Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m. During this session, panelists answer your questions related to the fixed income regulatory landscape. Panelists also address

More information

BERNADETTE A. MINTON

BERNADETTE A. MINTON BERNADETTE A. MINTON Phone: (614) 688 3125 700E Fisher Hall Mobile: (614) 946 6152 2100 Neil Avenue Email: Minton.15@fisher.osu.edu Columbus, OH 43210 Website: https://fisher.osu.edu/people/minton.15 ACADEMIC

More information

1004: Corporate Communications and Attorney-Client Privilege: What You Need to Know

1004: Corporate Communications and Attorney-Client Privilege: What You Need to Know Print Page 2016 ACC Annual Meeting October 16-19, San Francisco, CA Wednesday, October 19, 2016 11:00 AM - 12:30 PM 1004: Corporate Communications and Attorney-Client Privilege: What You Need to Know Edward

More information

Growth and Complexity of Real Estate

Growth and Complexity of Real Estate Growth and Complexity of Real Estate Steven Littman & Jane Lyons, IRC USA - Rhodes Associates Jan. 1, 2015 There is an increasing flow of investment capital into global real estate markets, creating a

More information

The CFA Society of Austin Presents 2010 Annual Forecast Dinner CURRENCIES, COMMODITIES, & EMERGING MARKETS

The CFA Society of Austin Presents 2010 Annual Forecast Dinner CURRENCIES, COMMODITIES, & EMERGING MARKETS The CFA Society of Austin Presents 2010 Annual Forecast Dinner CURRENCIES, COMMODITIES, & EMERGING MARKETS Thursday, January 28, 2010 Michael Santoli MODERATOR Associate Editor and Columnist, Barron s

More information

News, Events & Publications

News, Events & Publications News, Events & Publications Maria Chedid Publications Co-author, "International Arbitration of IP Disputes," Chapter, International Arbitration in the U.S. (forthcoming Kluwer Treatise) Co-author, "Choosing

More information

Visa Inc Investor Day Speaker Biographies

Visa Inc Investor Day Speaker Biographies Visa Inc. 2017 Investor Day Speaker Biographies Alfred F. Kelly, Jr. Chief Executive Officer Al Kelly is Chief Executive Officer of Visa Inc. Prior to joining Visa, Mr. Kelly was President and Chief Executive

More information

IIF GLOBAL SEMINAR: ADVANCED MACROECONOMIC ANALYSIS AND FORECASTING IN EMERGING ECONOMIES. December 5-7, 2016 New York, NY IN COOPERATION WITH

IIF GLOBAL SEMINAR: ADVANCED MACROECONOMIC ANALYSIS AND FORECASTING IN EMERGING ECONOMIES. December 5-7, 2016 New York, NY IN COOPERATION WITH IIF GLOBAL SEMINAR: ADVANCED MACROECONOMIC ANALYSIS AND FORECASTING IN EMERGING ECONOMIES December 5-7, 2016 New York, NY IN COOPERATION WITH COURSE DESCRIPTION IIF GLOBAL SEMINAR Advanced Macroeconomic

More information

Annie KOH. Position(s) Held

Annie KOH. Position(s) Held Updated: Dec 2015 Annie KOH Vice President, Office of Business Development Practice Professor of Finance Academic Director, Business Families Institute, Centre for Professional Studies, Financial Training

More information

NO SUCH THING AS A COMMODITY

NO SUCH THING AS A COMMODITY 27 MARCH, 2018 INTERNATIONAL TRADE CENTRE, 54 RUE DE MONTBRILLANT, GENEVA 8:30-13:00 NO SUCH THING AS A COMMODITY According to the management theorist, Theodore Levitt, writing in the Harvard Business

More information

FORMER SENIOR CITIGROUP AND BULGE BRACKET EXECUTIVES LAUNCH NEW INTERNATIONAL FINANCIAL SERVICES FIRM

FORMER SENIOR CITIGROUP AND BULGE BRACKET EXECUTIVES LAUNCH NEW INTERNATIONAL FINANCIAL SERVICES FIRM FORMER SENIOR CITIGROUP AND BULGE BRACKET EXECUTIVES LAUNCH NEW INTERNATIONAL FINANCIAL SERVICES FIRM StormHarbour Partners to be a Global Markets Firm Focused on Capital Markets and Fixed Income Activities

More information

Overview of Venture Equity

Overview of Venture Equity Overview of Venture Equity SVB Analytics Report 2017 Written by SVB Analytics: Steve Liu Managing Director sliu@svb.com Sean Lawson Senior Manager slawson2@svb.com Steven Pipp Senior Associate spipp@svb.com

More information

Creating a Competitive Advantage for REITs

Creating a Competitive Advantage for REITs Creating a Competitive Advantage for REITs GEMMA BURGESS Managing Director, Ferguson Partners RADHIKA PAPANDREOU Managing Director, Ferguson Partners CREATING A COMPETITIVE ADVANTAGE FOR REITS Like all

More information

Innovative Financing for Climate Adaptation Funding Efforts to Adapt to the Impacts of Climate Change

Innovative Financing for Climate Adaptation Funding Efforts to Adapt to the Impacts of Climate Change EBC and Sustainable Solutions Lab at UMass Boston Climate Adaptation Forum Innovative Financing for Climate Adaptation Funding Efforts to Adapt to the Impacts of Climate Change Friday, April 13, 2018 University

More information

The Honorable Condoleezza Rice Former Secretary of State and National Security Advisor

The Honorable Condoleezza Rice Former Secretary of State and National Security Advisor The Honorable Condoleezza Rice Former Secretary of State and National Security Advisor Join the National Committee on U.S.-China Relations for a conversation on China featuring Secretary Rice via webcast,

More information

8TH INDIA INVESTMENT CONFERENCE

8TH INDIA INVESTMENT CONFERENCE 8TH INDIA INVESTMENT CONFERENCE 12 January 2018 #IndiaInvConf AGENDA Time Sessions and Speakers 08:30 Registration 09:00 09:20 Conference Opening and Welcome Message on behalf of CFA Society India Jayesh

More information

Smith A. Brownlie III, CPA

Smith A. Brownlie III, CPA Brownlie & Braden, LLC, provides services specifically addressing the needs of individuals and families that have accumulated significant wealth. Our approach to providing these services is sensitive to

More information

Investment Banking Career Advice

Investment Banking Career Advice CFA PART TIME PROGRAMME with FREE Comprehensive Investment Banking Career Advice Pass or Take the Next Training Free Free Comprehensive Career Advice QAA Reviewed Quality Assurance Agency for Higher Education

More information

Update from the Research Director of the J.P. Morgan Center for Commodities (JPMCC)

Update from the Research Director of the J.P. Morgan Center for Commodities (JPMCC) J.P. Morgan Center for Commodities at the University of Colorado Denver Business School (JPMCC) Jian Yang, Ph.D., CFA J.P. Morgan Endowed Research Chair, JPMCC Research Director, and Professor of Finance

More information

The Fordham Group at Morgan Stanley Smith Barney

The Fordham Group at Morgan Stanley Smith Barney The Fordham Group at Morgan Stanley Smith Barney The Fordham Group at Morgan Stanley Smith Barney 100 Europa Drive Suite 201, Chapel Hill, North Carolina 27517 919-960-5470 / Main 866-838-1467 / Toll-Free

More information

SDSU FIN 323 FUNDAMENTALS OF FINANCE FALL 2012 PROFESSOR SURY

SDSU FIN 323 FUNDAMENTALS OF FINANCE FALL 2012 PROFESSOR SURY SDSU FIN 323 FUNDAMENTALS OF FINANCE FALL 2012 PROFESSOR SURY COURSE DESCRIPTION This is an introductory, but challenging, course in which students are exposed to various topics concerning the financial

More information

2016 Hawk Center Investment Conference. Speaker Information. Lisa Ellis - Senior Research Analyst, Sanford Bernstein

2016 Hawk Center Investment Conference. Speaker Information. Lisa Ellis - Senior Research Analyst, Sanford Bernstein 2016 Hawk Center Investment Conference Speaker Information Lisa Ellis - Senior Research Analyst, Sanford Bernstein Lisa D. Ellis is the Senior Research Analyst at Bernstein covering US Computer Services

More information

HFMA January CFO Forum

HFMA January CFO Forum HFMA January CFO Forum January 26, 2018 St. Mark s Hospital Education Auditorium 1200 E. 3900 S. Salt Lake City, Utah 7.0 CPE hours 7:30 8:00 a.m. Continental Breakfast 8:00 8:15 a.m. Opening and Chapter

More information

Jay C. Shambaugh. Yale College September May 1992 B.A. in Ethics, Politics, and Economics, Cum Laude, distinction in the major

Jay C. Shambaugh. Yale College September May 1992 B.A. in Ethics, Politics, and Economics, Cum Laude, distinction in the major Jay C. Shambaugh January 2013 Current Position: Associate Professor August 2012 - present Department of Economics and Elliot School of International Affairs George Washington University Visiting Associate

More information

CFA Institute, 60 Years Serving Professional Excellence

CFA Institute, 60 Years Serving Professional Excellence Luxembourg CFA Society presents CFA Institute, 60 Years Serving Professional Excellence With the support of his Excellency Minister François Biltgen, Minister of Labour and Employment Minister for Culture,

More information

The Princi Group at Morgan Stanley

The Princi Group at Morgan Stanley The Princi Group at Morgan Stanley 53 State Street 39th Floor, Boston, MA 02109 617-589-3229 / MAIN 617-830-9782 / FAX www.morganstanleyfa.com/ theprincigroup peter.b.princi@morganstanley.com Our practice

More information

The Market Street Group at Morgan Stanley

The Market Street Group at Morgan Stanley The Market Street Group at Morgan Stanley 505 Market Street Suite 300, West Des Moines, IA 50266 515-224-5529 / MAIN 515-224-5559 / FAX www.morganstanleyfa.com/ marketstreetgroup/ For our team, retirement

More information

Invesco Real Estate Global Securities Portfolio Management Team

Invesco Real Estate Global Securities Portfolio Management Team Portfolio Management Team Joe V. Rodriguez, Jr. Mr. Rodriguez is an Invesco Managing Director and is the head of real estate securities for Invesco. In addition to portfolio management, Mr. Rodriguez oversees

More information

ORANGE COUNTY EMPLOYEES RETIREMENT SYSTEM MEMORANDUM

ORANGE COUNTY EMPLOYEES RETIREMENT SYSTEM MEMORANDUM ORANGE COUNTY EMPLOYEES RETIREMENT SYSTEM MEMORANDUM DATE: July 8, 2015 TO: Members, Board of Retirement FROM: Steve Delaney, Chief Executive Officer SUBJECT: STRATEGIC PLANNING WORKSHOP AGENDA FISCAL

More information

Philip N. Feder. Los Angeles. Practice Areas. Admissions. Languages. Education. Partner, Real Estate Department

Philip N. Feder. Los Angeles. Practice Areas. Admissions. Languages. Education. Partner, Real Estate Department Philip N. Feder Partner, Real Estate Department philipfeder@paulhastings.com Philip N. Feder is a partner and former chair of the Global Real Estate practice of Paul Hastings and is based in the firm s

More information

SPEAKER PROFILE ~~ larry griggs

SPEAKER PROFILE ~~ larry griggs SPEAKER PROFILE ~~ larry griggs LARRY GRIGGS serves as DISTRICT MANAGER of the NORTHERN Michigan ASSESSMENT AND CERTIFICATION Division of the Department OF TREASURY, Mr. Griggs has accumulated over 28

More information

Morgan Ricks. Vanderbilt University Law School st Avenue South Nashville, TN

Morgan Ricks. Vanderbilt University Law School st Avenue South Nashville, TN Morgan Ricks Vanderbilt University Law School 131 21st Avenue South Nashville, TN 37203 morgan.ricks@vanderbilt.edu (615) 322-6663 ACADEMIC APPOINTMENTS Vanderbilt University Law School, Nashville, TN

More information

The 2013 Hilliard Lyons INVESTKentucky Equity Conference

The 2013 Hilliard Lyons INVESTKentucky Equity Conference The 2013 Hilliard Lyons INVESTKentucky Equity Conference Keynote Address William Ford Ph.D. Weatherford Chair of Finance Middle Tennessee State University THE ECONOMIC OUTLOOK FOR THE U.S. & KENTUCKY ECONOMY

More information

Chris Stivers. PNC Professor of Banking and Finance Phone: (502)

Chris Stivers. PNC Professor of Banking and Finance Phone: (502) Chris Stivers PNC Professor of Banking and Finance Phone: (502) 852-4829 Department of Finance E-mail: chris.stivers@louisville.edu College of Business Fax: (502) 852-6072 University of Louisville Louisville,

More information