2017

12th Annual Finance Conference

On June 7 and 8, the Carroll School welcomed keynote speakers Jeb Bush, Nicholas BurnsÌý’78, and other experts for dynamic discussions on equity investing, geopolitical risks, and financial technology.

WEDNESDAY, JUNE 7

ɬÀï·¬ÏÂÔØ Club, 100 Federal Street, 36th Floor, Boston, MA 02110
5:00p.m.Ìý Cocktail Reception
6:30p.m.Ìý Dinner
7:30p.m.Ìý Dessert ÌýÌý
Ìý Christopher Grace,ÌýÌýThe Mentalist


THURSDAY, JUNE 8

ɬÀï·¬ÏÂÔØ, Fulton Hall, Room 511, Chestnut Hill, MA 02467
7:30a.m.Continental BreakfastÌý
8:30a.m.
WELCOMING REMARKS
8:45a.m.

THE DOROTHY MARGARET ROSE KNIGHT ECONOMIC KEYNOTE ADDRESS

Jeb Bush,ÌýFormer Governor of Florida

9:25a.m.Break
9:30a.m.

FOREIGN POLICY CHALLENGES FOR THE TRUMP ADMINISTRATIONÌý

Nicholas Burns ’78, HON’02, P’09, ’12,ÌýRoy and Barbara Goodman Family Professor of Diplomacy and International Relations, Harvard Kennedy School of Government

10:45a.m.Coffee Break
11:00a.m.

FINTECH: WHAT’S REAL? WHAT’S NOT? WHY IT MATTERS

Adam Broun,ÌýCOO,ÌýKensho
Jere Doyle ’87, P’15,ÌýManaging Director, Sigma Prime Ventures;ÌýExecutive Director, Edmund H. Shea Jr. Center for Entrepreneurship,ÌýCarroll School of Management,ÌýɬÀï·¬ÏÂÔØ (Moderator)
William Hurley,ÌýFounder and CEO, Honest DollarÌý
Larry Restieri,ÌýPartner and Head of Digital Strategy, Goldman Sachs

12:00p.m.Lunch
Robert J. Murray ’62 and Family Function Room, Yawkey Athletics Center

1:30p.m.

SUCCESS AND LEADERSHIP IN THE EVOLVING PAYMENTS ECOSYSTEM

Alfred F. Kelly, Jr.,ÌýChief Executive Officer, Visa
Marc SeidnerÌý’88,ÌýCIO Non-traditional Strategies, PIMCO

2:15p.m.Break
2:20p.m.

EQUITY INVESTING IN A DYNAMIC WORLD

Steven Barry ’85, P’14,Ìý’17,ÌýChief Investment Officer, Fundamental Equity, Goldman Sachs
Vince Gubitosi ’94,ÌýPresident and Chief Investment Officer, Geode Capital Management, LLC
Jay Paul Leupp, P’20,ÌýManaging Director, Portfolio Manager, Lazard Asset ManagementÌý
Ronnie Sadka,ÌýSenior Associate Dean for Faculty;ÌýProfessor and Chairperson, Finance Department, and Seidner Family Faculty Fellow, Carroll School of Management, ɬÀï·¬ÏÂÔØ (Moderator)

3:35p.m.CLOSING REMARKS
3:40p.m.Cocktail and Networking Reception
5:30p.m.Program Ends