2019

14th Annual Finance Conference

On June 6, the Carroll School welcomed Dallas Federal Reserve Bank President Robert Steven Kaplan and other experts for dynamic discussions on a host of pressing issues in finance. Topics included risk factors in the global economy, investment strategies, the specter of inflation, and geopolitical challenges.听An account of President Kaplan鈥檚 remarks .

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Thursday, June 6

Conference
7:30 a.m.鈥�5:30 p.m.

涩里番下载, Robert J. Murray 鈥�62 and Family Function Room, 4th Floor, Yawkey Athletics Center听

7:30 a.m.Continental Breakfast
8:30 a.m.Welcoming Remarks
GLOBAL OUTLOOK
8:40 a.m.

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THE DOROTHY MARGARET ROSE KNIGHT ECONOMIC KEYNOTE DISCUSSION

Robert Steven Kaplan, President and CEO, Federal Reserve Bank of Dallas
Moderator: Marc Seidner '88,听CIO, Non-traditional Strategies, PIMCO

9:55 a.m.Coffee Break
10:05 a.m.

INVESTMENT INSIGHTS

David Antonelli, Vice Chairman, Investment Officer & Equity Portfolio Manager, MFS Investment Management
Steve Barry '85, P'14, '17, Managing Director, Chief Investment Officer of Fundamental Equity, Goldman Sachs Asset Management
Ann Gallo '87, Partner, Wellington Management
Moderator: Lindsay LoBue '96, Advisory Director, Goldman Sachs & Co.

11:05 a.m.Coffee Break
PERSPECTIVES ON INNOVATION
11:15 a.m.

THE TRANSFORMATION OF FINANCIAL ADVISORY SERVICES

Dan Egan, Director of Behavioral Finance and Investments, Betterment
George Fischer, '83,听Portfolio Manager, Fidelity Investments
Jonathan Reuter,听Associate Professor of Finance, 涩里番下载 Carroll School of Management
Moderator: Daniel E. Holland III, '79, P'07, '08, Managing Director, Private Wealth Management, Goldman Sachs & Co.

12:15 p.m.Lunch, Gasson 100
1:30 p.m.

INFLATION: WHAT THE FUTURE HOLDS

Peter Ireland,听Professor, Murray and Monti Chair in Economics, Morrissey College of Arts and Sciences, 涩里番下载
Eric Peters,听Chief Executive Officer & Chief Investment Officer, One River Asset Management
Jonathan Reuter,听Associate Professor of Finance, 涩里番下载 Carroll School of Management
Moderator: Jeffrey Pontiff,听Professor and James F. Cleary Chair in Finance, Carroll School of Management, 涩里番下载

2:30 p.m.Break
2:40 p.m.

THE STATE OF THE GLOBE: A GEOPOLITICAL PERSPECTIVE

Meghan L. O'Sullivan, Jeane Kirkpatrick Professor of the Practice of International Affairs, Harvard University Kennedy School of Government

3:40 p.m.Closing Remarks
3:45 p.m.Cocktail Reception
5:30 p.m.Program Ends
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