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

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


THURSDAY, JUNE 5

Boston College, 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, Former Cochairperson of the National Commission on Fiscal Responsibility and Reform, Obama Administration

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

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

11:50a.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, 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

2:50p.m.

CLOSING REMARKS

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