The 100WHF-Stanford PACS Conference Agenda
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ABOUT US
MEMBERSHIP
EVENTS
JOB BOARD
MEDIA
Fri, Mar 23, 2012 | 8AM-6PM
THE BOSTON HARBOR HOTEL
Boston, MA
8:00 |
Registration and Breakfast |
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9:00 |
Keynote Address: Seth Klarman, The Baupost Group |
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10:15 |
Wall Street Meets K Street: The new politics of alternative investing Has the regulatory landscape altered the business decisions your firm makes? What are the current topics being lobbied for (or against) in the halls of Congress? We’ll examine current conditions and issues facing financial regulation reform, specific case studies of action, and what industry implications may result. SPEAKERS:
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Beyond CSR: Creating shared value and reshaping capitalism “Creating shared value,” as described by Mark Kramer and Michael Porter in a recent Harvard Business Review, extends well beyond traditional corporate social responsibility. Learn how shared value will drive the next wave of innovation and productivity growth in the global economy as it opens managers’ eyes to immense human needs that must be met, large new markets to be served, and the internal costs of social deficits. SPEAKERS:
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11:15 |
Coffee Break |
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11:30 |
Alternative Alternatives: Discovering uncharted alpha Record volatility in equities, government intervention in credit markets, global redistributions of power; tumultuous markets have created a new search for alpha in unexpected places. This panel explores the outlook and best practices within off the beaten path strategies. SPEAKERS:
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Impact Philanthropy: Building new models that can scale Join us as we share a compelling example of high-engagement philanthropy focused on helping promising nonprofits scale to serve more low income, at risk youth. This session explores how an innovative philanthropic investment model helps promising nonprofits build their evidence base and create business plans in order to scale. SPEAKERS:
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12:30 |
Lunch |
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1:45 |
Asset Allocators: Navigating opportunity & assessing risk Does the Yale model still apply post-crisis? What are the trade-offs and considerations for running money internally vs. using external managers? How have due diligence and transparency requirements changed post-Madoff? SPEAKERS:
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Impact Investing: Combining financial returns with good There is $120 billion of U.S. market demand for investments that provide a financial AND social return on investment, according to a 2010 study, Money for Good. From the perspective of financial advisors, being able to offer investment opportunities that have the goal of ending poverty gives them a competitive edge - and the chance for a deeper connection with their clients. SPEAKERS:
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2:45 |
Coffee Break |
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3:00 |
Macroeconmics vs. Fundamental Analysis: A new balancing act Can bottoms-up portfolio managers continue to asses equities in a theoretical way? Has the ever-changing macroeconomic landscape altered the fundamentals of how traditional long/short strategies and bottoms-up analysis should be approached? SPEAKERS:
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The perfect asset class or a negative-sum game? Sitting down with the wizards of currency alpha With continued quantitative easing and the rebalance of global powers, currency has emerged as a debated asset class. Is currency a source of pure transportable alpha? Can it be scaled? How are global equity managers and central banks contributing to the systematic gains of currency managers? SPEAKERS:
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4:15 |
Closing Keynote: To be announced |
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5:15 |
- 6:15Cocktail Reception |
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