March 11 2010
Past Programs
| Past Events | |
|---|---|
| 3/10/2010 | Real Estate Investment Through Publicly Traded REITs: Long-Term Investment Characteristics and the Current Market Situation Brad Case, Ph.D., Vice President, Research & Industry Information |
| 3/3/2010 | 24th Annual Market Outlook Dinner Mr. Jack A. Ablin, CFA |
| 2/25/2010 | Refocusing On Credit Fundamentals Edward Cerny, Managing Partner |
| 2/4/2010 | What Social Media Means to Companies and Your Career Management Gil Yehuda, Industry Analyst and Web Strategist GilYehuda.com Colin Moor, Senior Vice President Keystone Associates |
| 2/2/2010 | Using the Five Secrets to Communicate with Your Clients More Effectively Beverly Flaxington, Founder & Principal |
| 1/28/2010 | The "Five Re's" System for Job Search Success Fredia Woolf, MBA |
| 1/27/2010 | Is Washington Politics Getting in the Way of Good Economics? A Panel Discussion |
| 1/25/2010 | Frontier Stock Markets: The Next to Join the Emerging World Lawrence S. Speidell, CFA, Chief Investment Officer |
| 1/20/2010 | Venture Capital at a Crossroads A Panel Discussion |
| 1/19/2010 | Members-Only Winter Networking Event |
| 1/14/2010 | Jason Trennert's Market Outlook for 2010 & Beyond . . . Jason DeSena Trennert, Managing Partner & Chief Investment Strategist |
| 1/12/2010 | Municipal Bonds and the Great Financial Crisis Matt Fabian, Managing Director Municipal Market Advisors (MMA) Adam A. Weigold, CFA, Vice President Eaton Vance Management |
| 1/11/2010 | Boston Celtics vs. Atlanta Hawks Join BSAS for the game! |
| 1/7/2010 | Too Big to Save? How to Fix the U.S. Financial System Robert C. Pozen, Chairman |
| 12/15/2009 | Wealth and the Family: Asking Essential Questions Charles W. Collier |
| 12/8/2009 | US Economic Outlook
Dean Maki, Managing Director and Chief US Economist |
| 12/7/2009 | How To Get From Here To There: A Session With A Career Strategist
Kathy Graham |
| 12/3/2009 | Out of the Crisis: Early Winners in Alternative Assets Half-Day Seminar |
| 11/19/2009 | Quantitative Investing A Full-Day Seminar |
| 11/18/2009 | Trends Amid Turmoil in the Wealth Management Industry Elizabeth Nesvold, Managing Partner |
| 11/17/2009 | The Secret of Development: Growth in Emerging Markets Ricardo Hausmann |
| 11/5/2009 | The State of Private Equity: Opportunity through Crisis A Panel Discussion |
| 10/15/2009 | The Cyclical and Secular Outlook for Emerging Market Equities: A Globalizing or Relocalizing World? George R Hoguet, CFA, FRM |
| 10/8/2009 | Thinking of Starting Your Own Investment Advisory Firm?
Half-Day Seminar |
| 10/1/2009 | CFA Institute and BSAS Present... Fixed-Income Management 2009 Panel of Speakers |
| 9/29/2009 | Staying on Top... A BSAS series focusing on what's new in the CFA Program Derivatives |
| 9/25/2009 | The Housing Crisis: Why There is More Pain to Come and Investment Implications Whitney Tilson |
| 9/24/2009 | Inflation or Deflation? Connie Everson, CFA, Managing Director |
| 9/22/2009 | Members-Only Networking Event |
| 9/17/2009 | So You Want To Be A CFA Charterholder... |
| 9/14/2009 | The New Bank Regulatory Environment: What Will It Look Like? Donald Powell |
| 6/25/2009 | The Worst Financial Crisis in 75 Years: Origins, Magnitude and Response Jeffrey A. Frankel, James W. Harpel Professor of Capital Formation and Growth |
| 6/17/2009 | The Evolution of the Next Fixed Income Strategy Leonard J. Santow, Managing Director |
| 6/15/2009 | Behavioral Finance: So What? Gayle H. Buff, CFA, President |
| 6/11/2009 | Networking and Re-Branding Yourself in Today's Environment A Panel Discussion |
| 6/8/2009 | 63rd Annual Meeting and Banquet Seth A. Klarman, President, The Baupost Group, LLC |
| 6/4/2009 | International Investing A Full-Day Seminar |
| 5/21/2009 | The Hedge Fund Discussion Group Moderated by: John A. DeTore, CFA, Chief Investment Officer |
| 5/20/2009 | Afternoon Coffee Break With... Paul McCulley, Managing Director and Generalist Portfolio Manager, PIMCO Playing Solitaire with a Deck of 51...with Number 52 on Offer |
| 5/14/2009 | Members-Only Spring Networking Event |
| 5/13/2009 | Alternative Investments: Industry Dynamics at an Inflection Point Half-Day Seminar |
| 5/7/2009 | Vicious Cycles, Investor Behavior, and Dealer-Centric Financial Markets Kenneth A. Froot, Andre R. Jakurski Professor of Business Administration |
| 5/5/2009 | Commercial Mortgage-Backed Securities (CMBS)
Challenges and Opportunities: Are CMBS Securities Mispriced? Mark P. Snyderman, CFA, Portfolio Manager |
| 4/16/2009 | The 4th Annual Peter M. O'Farrell Lecture on Original Thinking in Investing and Finance The Current Financial Crisis: Why did it happen and what should we do? |
| 4/8/2009 | Adding Alpha Through Environmental, Social and Governance (ESG) Screening Panel Discussion |
| 4/7/2009 | Commercial Real Estate Outlook: Is That the Light at the End of the Tunnel...Or a Train? Hans G. Nordby, U.S. Strategist |
| 4/2/2009 | Madoff: The Whistleblower's Story Harry M. Markopolos, CFA |
| 3/31/2009 | Members-Only Networking Event BSAS goes to the suburbs! |
| 3/26/2009 | Responsible Investing: Institutional Client Perspectives |
| 3/25/2009 | Endowment Management in a Changing World Jane L. Mendillo, CFA, President and CEO |
| 3/18/2009 | From Froth to Correction: Commercial Real Estate Raymond Torto, CRE, Ph.D., Global Chief Economist |
| 3/17/2009 | The State of the Municipal Market |
| 3/12/2009 | Alternative Investments and Asset Allocation: A New Reality? |
| 3/11/2009 | Career Tips for Investment Professionals Dana Hopkinson, Partner |
| 3/5/2009 | Fixed Income Attribution: An Introduction David Spaulding, CIPM, President |
| 3/2/2009 | The Mark-to-Market Debate: Are Fair Values Foul? |
| 2/26/2009 | Alternative Investments in Uncertain Times Jack D. Schwager, Portfolio Manager and Partner |
| 2/25/2009 | Economic Successes and Challenges in the Caucasus Lado Gurgenidze |
| 2/11/2009 | 23nd Annual Market Outlook Dinner Mr. James Grant |
| 2/3/2009 | Trading Places: Country Promotions in MSCI Indices Arun Kumar, Ph.D., Executive Director |
| 1/28/2009 | Members-Only Networking Event |
| 1/22/2009 | Future of the Fixed Income Markets Half-Day Seminar |
| 1/21/2009 | Waiting Out the Storm: House Prices, Financial Melt Down and Who Knows What Else? Karl E. Case, Katherine Coman and A. Barton Hepburn Professor of Economics |
| 1/15/2009 | The New Roadmap to International Accounting Convergence Jack T. Ciesielski, CFA, CPA, President |
| 1/14/2009 | Alternative Careers for CFA Charterholders A Panel Discussion |
| 1/12/2009 | A Quantitative View of the Stock Market Richard Tortoriello, Equity Analyst |
| 1/8/2009 | Achieving a Sustainable Global Economy Mindy S. Lubber, President |
| 12/18/2008 | The Role of News Analytics in Quantitative Modeling Armando Gonzalez, Co-Founder, President and CEO |
| 12/8/2008 | Liquidity Risk Joseph Cherian |
| 12/2/2008 | Holiday Networking Event Members-Only |
| 11/24/2008 | The Bond Market Outlook Daniel J. Fuss, CFA, Vice Chairman |
| 11/18/2008 | Corporate Performance, Valuation, and Market Performance Rafael Resendes, Cofounder |
| 11/13/2008 | The Big Tax Unknown: Tax Law Changes for Investors,
Estate and Wealth Transfer Strategies Group, Ropes & Gray LLP |
| 11/7/2008 | The Panic of 2007 Gary B. Gorton, Professor of Finance |
| 7/16/2008 | Selected Topics in High Frequency Investing An evaluation from the perspective of Boston's multi-trillion dollar, predominantly buy-and-hold investment community |
| 7/7/2008 | Boston Red Sox vs. Minnesota Twins Join BSAS for the game! |
| 6/24/2008 | The How, Why, and Why Not of "What If?" Dan diBartolomeo, President and Founder |
| 6/23/2008 | Is Global Capitalism in Trouble? Lessons for the Future from the Past Jeffry Frieden, Stanfield Professor of International Peace |
| 6/5/2008 | The History and Future of Socially Responsible Investing: Perspectives from Two Industry Leaders Joan L. Bavaria, President, Trillium Asset Management |
| 6/4/2008 | Ethical Leadership in the Investment Firm James Ware, CFA, Founder and Jamie Ziegler, Principal |
| 5/21/2008 | Basel II Kimberly A. DeTrask, CFA, The Federal Reserve Bank of Boston |
| 5/14/2008 | Hedge Fund-of-Funds: Alternative Beta and Beyond Jerome Abernathy, Stonebrook Structured Products, LLC |
| 5/13/2008 | Tax Benefits of Charitable Trusts Nadia Yassa, The Boston Foundation |
| 5/5/2008 | Networking for Career Success Diane Darling, Effective Networking |
| 4/29/2008 | Half-Day Seminar: To Hedge or Not to Hedge Panel of Speakers |
| 4/14/2008 | Is Executive Coaching for You? Catherine Manning, BeingReal |
| 4/10/2008 | Emissions Trading: Using Markets to Solve Environmental Problems and Create Wealth Chicago Climate Exchange |
| 4/9/2008 | Hedge Fund Discussion Group Dinner John DeTore, GRT United Alpha Funds and Kevin Maloney, Gottex Fund Management |
| 4/8/2008 | The Commercial Real Estate Cycle: What Next? Bret Wilkerson, CEO, Property & Portfolio Research |
| 4/4/2008 | 3rd Annual Peter M. O'Farrell Lecture: Finding Financial Wisdom in Unconventional Places Michael Mauboussin, Legg Mason |
| 4/3/2008 | Research Management in Today's Regulatory Environment Panel of Speakers |
| 3/20/2008 | The Global Bear Market: A True Trader's Perspective Dennis Gartman, The Gartman Letter |
| 3/13/2008 | Asset Allocation and Security Selection Adrian Cronje, Wilmington Trust |
| 3/12/2008 | Active Extensions in the Fund Level Context Martin Liebowitz, Morgan Stanley |
| 3/10/2008 | Distressed Debt George Siguler, Siguler Guff |
| 3/4/2008 | The New Job Security Pam Lassiter, Lassiter Consulting |
| 2/28/2008 | Creative Cash Flow Reporting Dr. Charles Mulford, CPA |
| 2/27/2008 | Prospective on Current State Finances Massachusetts State Treasurer Tim Cahill |
| 2/25/2008 | Global Economic Challenges Stephen King, HSBC |
| 2/14/2008 | The Changing Landscape of Retirement in the U.S. Alicia Munnell, Center for Retirement Research, Boston College |
| 2/7/2008 | War Stories from Emerging Markets William Browder, Hermitage Fund |
| 2/4/2008 | Measuring Corporate Integrity Jack Zwingli, CEO, Audit Integrity |
| 1/29/2008 | Optimal Rebalancing: A Scalable Solution Mark Kritzman, Windham Capital Management |
| 1/24/2008 | Job Markets for Investment Professionals Robert Gorog, CT Partners |
| 1/23/2008 | The New Frontier of Emerging Markets Larry Speidell, Frontier Market Asset Management, LLC |
| 1/16/2008 | We Have Met the Enemy and He is Us Langdon Wheeler, Numeric Investors |
| 1/10/2008 | Investment Technology for Money Managers John Shea, CIO, Eaton Vance |
| 12/11/2007 | Understanding the Subprime Mortgage Crisis Glenn Costello, Fitch Ratings |
| 12/10/2007 | Alternative Energy Investing: Myths and Reality Panel Discussion with Armond Cohen, Clean Air Task Force; Jack Robinson, Winslow Management; Joe Sannicandro, Wood Mackenzie |
| 12/6/2007 | Interviewing: Hidden Clues Janet Britcher, Transformation Management |
| 12/4/2007 | Prime Brokerage and Hedge Funds Terry Travis, Goldman Sachs |
| 11/29/2007 | Managing the Complete Firm in a Brave New World John Casey, Casey, Quirk & Associates |
| 11/26/2007 | Aerospace Investment in a Skittish Market Cai von Rumohr, Cowen and Co. |
| 11/15/2007 | Commodities: Real Asset Beta in Your Portfolio David Burkart, Barclays Global Investors |
| 11/14/2007 | Are All Quants Alike ... or Not? Matthew Rothman, Lehman Brothers |
| 11/12/2007 | XBRL: Adding Interactive Data to Digital Toolkit Glenn Doggett, CFA Institute and Michelle Savage, XBRL US |
| 10/29/2007 | What Happened To The Quants in August 2007? Andy Lo, MIT |
| 10/25/2007 | Wealth Management Seminar Day Two Panel of Speakers |
| 10/24/2007 | Challenges and Opportunities in Global Custody Ron Logue, CEO, State Street Corp. |
| 10/24/2007 | Wealth Management Seminar Day One Panel of Speakers |
| 10/18/2007 | Historically Based Default and Recovery Models Ed Altman, NYU Stern School |
| 10/4/2007 | Dispersion Trading/Basket Trading Strategies Geoff Wakeling, Bloomberg |
| 9/27/2007 | Closing the GAAP Tony Cope |
| 9/24/2007 | Writing Investment Commentary Susan Weiner, InvestmentWriting.com |
| 9/20/2007 | How Long Can the Equity Bull Market Last? Allen Sinai, Decision Economics |
| 9/10/2007 | Consultants and Money Managers Dick Charlton, CEO, NEPC |