Skip to main content

Secondary navigation:

Carroll School of Management

Ninth Annual Finance Conference

June 4-5, 2014 - Boston & Chestnut Hill, MA

On June 5, the Carroll School finance faculty welcomed
keynote speakers

Erskine Bowles
Former Chairperson of the National Commission
on Fiscal Responsibility and Reform

Obama Administration
THE DANIEL E. HOLLAND III KEYNOTE ADDRESS

and

Narayana Kocherlakota
President and Chief Executive Officer
Federal Reserve Bank of Minneapolis
THE DOROTHY MARGARET ROSE KNIGHT
ECONOMIC LECTURE KEYNOTE ADDRESS

VIDEO OF KEYNOTE REMARKS

and other experts for dynamic panel discussions
on equity markets, fixed income and activist investing.

 

 

CONFERENCE AGENDA

WEDNESDAY, JUNE 4

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


THURSDAY, JUNE 5

Boston College, Chestnut Hill Campus, Fulton Hall, Room 511
8:00 a.m. Continental Breakfast
8:30 a.m.
WELCOMING REMARKS
8:45 a.m.

THE DANIEL E. HOLLAND III KEYNOTE ADDRESS

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

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

EQUITY OUTLOOK SESSION

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

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

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

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

FIXED INCOME SESSION

Dan Fuss, Vice Chairman, Loomis, Sayles & Company

George A. Fischer ’83, Managing Director of Research, Macroeconomic & Structured, Fidelity Management & Research Company

Richard J. Lindquist ’82, P’15, Managing Director, Morgan Stanley/Investing

MODERATOR: Daniel E. Holland III ’79, P’07,’08 Managing Director, Private Wealth Management, Goldman, Sachs & Co.

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

THE DOROTHY MARGARET ROSE KNIGHT ECONOMIC LECTURE KEYNOTE ADDRESS

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

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

ACTIVIST INVESTING SESSION

George F. Hamel, Jr, Founder & Chief Operating Officer, ValueAct Capital

Ed Calkins, Chief Operating Officer, RGM Capital

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

MODERATOR: Roch Hillenbrand '72, P'98, Managing Director, Stony Brook Investments, LLC

2:50 p.m.

CLOSING REMARKS

Hassan Tehranian, Griffith Family Millennium Chair in Finance, Professor and Chair, Finance Department, Boston College

3:00 p.m. Cocktail and Networking Reception

 

This page links to PDF files. Use this link to download Adobe Reader if needed.