2014

9TH ANNUAL FINANCE CONFERENCE

The Carroll School finance faculty welcomed Erskine B. Bowles, Former Cochairperson of the National Commission on Fiscal Responsibility and Reform for the Obama Administration, and Narayana Kocherlakota, President and Chief Executive Officer of the Federal Reserve Bank of Minneapolis, and other experts for dynamic panel discussions on equity markets, fixed income and activist investing.

WEDNESDAY, JUNE 4

ɬÀï·¬ÏÂÔØ Club, 100 Federal Street, 36th Floor, Boston
5:00p.m.Cocktail Reception
6:30p.m.Dinner


THURSDAY, JUNE 5

ɬÀï·¬ÏÂÔØ, Chestnut Hill Campus, Fulton Hall, Room 511
8:00a.m.Continental Breakfast
8:30a.m.
WELCOMING REMARKS
8:45a.m.

THE DANIEL E. HOLLAND III KEYNOTE ADDRESS

Erskine B. Bowles,ÌýFormer Cochairperson of the National Commission on Fiscal Responsibility and Reform,ÌýObama Administration

9:30a.m.Break
9:35a.m.

EQUITY OUTLOOK SESSION

Charles I. Clough, Jr.Ìý’64, P’98’93’87, Chairman & Chief Executive Officer,ÌýClough Capital Partners, L.P.

Richard Bernstein, Chief Investment Officer & Chief Executive Officer, Richard Bernstein Advisors, LLC

MODERATOR:ÌýLiz Ann Sonders, Senior Vice President, Chief Investment Strategist,ÌýCharles Schwab & Co., Inc.

10:35a.m.Coffee Break
10:50a.m.

FIXED INCOME SESSION

Dan Fuss,ÌýVice Chairman,ÌýLoomis, Sayles & Company

George A. FischerÌý’83, Managing Director of Research, Macroeconomic & Structured,ÌýFidelity Management & Research Company

Richard J. LindquistÌý’82, P’15, Managing Director,ÌýMorgan Stanley/Investing

MODERATOR:ÌýDaniel E. Holland IIIÌý’79, P’07,’08ÌýManaging Director, Private Wealth Management,ÌýGoldman, Sachs & Co.

11:50a.m.Lunch, Gasson Hall, Room 100
1:00p.m.

THE DOROTHY MARGARET ROSE KNIGHT ECONOMIC LECTURE KEYNOTE ADDRESS

Narayana Kocherlakota, President and Chief Executive Officer, Federal Reserve Bank of Minneapolis

1:45p.m.Break
1:50p.m.

ACTIVIST INVESTING SESSION

George F. Hamel, Jr,ÌýFounder & Chief Operating Officer,ÌýValueAct Capital

Ed Calkins,ÌýChief Operating Officer,ÌýRGM Capital

Trevor S. Norwitz, Partner, Corporate,ÌýWachtell, Lipton, Rosen & Katz

MODERATOR: Roch HillenbrandÌý'72, P'98, Managing Director,ÌýStony Brook Investments, LLC

2:50p.m.

CLOSING REMARKS

Hassan Tehranian, Griffith Family Millennium Chair in Finance, Professor and Chair, Finance Department,ÌýɬÀï·¬ÏÂÔØ