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. An account of President Kaplan’s remarks appeared in The New York Times.

Thursday, June 6

Conference
7:30 a.m.–5:30 p.m.

Boston College, Robert J. Murray ’62 and Family Function Room, 4th Floor, Yawkey Athletics Center 

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

 

THE DOROTHY MARGARET ROSE KNIGHT ECONOMIC KEYNOTE DISCUSSION

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

Watch the full keynote address here

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.

Watch Investment Insights Here

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, Portfolio Manager, Fidelity Investments
Jonathan Reuter, Associate Professor of Finance, Boston College Carroll School of Management
Moderator: Daniel E. Holland III, '79, P'07, '08, Managing Director, Private Wealth Management, Goldman Sachs & Co.

Watch The Transformation of Financial Advisory Services Disucssion Here

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

INFLATION: WHAT THE FUTURE HOLDS

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

Watch the Inflation Discussion Here

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

Watch The State of the Globe Here

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