Wealth and Asset Management Research Conference

Program Schedule

Wealth and Asset Management Research Conference

Finance - Yesterday (through Research), Today (in Practice) and Tomorrow (via FinTech and Innovation)

August 22 & 23, 2019

7 CPE credit hours earned. A certificate of completion is available upon request.

Thank you for your paid attendance which supports Olin’s Wealth and Asset Management MSF program and the attendance of all students at the conference and the cost of speakers, catering and promotion of the conference.  

Registration fees are non-refundable.

Please note not all presentations are viewable due to permissions.


Thursday, August 22, 2019

8:00 am - 8:45 am

Registration/ Breakfast/ Networking- Frick Forum, Knight Hall

8:45 am - 9:00 am    

Dean's Welcome / Conference Kick-off

9:00 am - 10:15 am

Wealth Management Leadership Panel

Stifel, CEO- Ron Kruszewski
Wells Fargo Advisors, Senior Managing Director- John Alexander
Edward Jones, Managing Partner- Penny Pennington
TD Ameritrade, President, Retail- Peter deSilva

Moderator: J.P. Morgan Private Bank, Market Manager- Rich Ryffel

10:15 am - 10:30 am


10:30 am - 11:45 pm

Passive Investing, Activism and Governance Panel

Olin Business School, Professor- Todd Gormley 
Marathon Partners, Managing Partner- Mario Cibelli 
BlackRock, Vice President- Jessica McDougall 

Moderator: Wells Fargo Asset Management, Portfolio Analyst- Michael Alderson 

11:45 pm - 12:45 pm

Lunch- Frick Forum, Knight Hall

12:45 pm - 2:00 pm

The Role and Effectiveness of Private Equity in Portfolio Construction Panel

Harvard Business School, Professor- Erik Stafford
Ascension Investments, Managing Director- Vince Stegman 
Washington University Investment Management Company, Managing Director- Mike Stohler
Warburg Pincus, Director- Dr. Rudiger Stucke

Moderator: Private Value Investor- Charles Stucke 

2:00 pm - 2:15 pm


2:15 pm - 3:30 pm

Trends in Environmental, Social and Governance Investing Panel

Breckinridge Capital Advisors, Senior Vice President- Tim Coffin
Vert Asset Management, Co-Founder & CEO- Sam Adams 
Highpoint Capital, Founder & CEO- Gautam Dhingra

Moderator: Sunpointe Investments, Managing Director- Jack Dwyer 

3:30 pm - 3:45 pm


3:45 pm - 4:30 pm

Capital Introduction Sessions
Alpha Simplex: David Kuenzi "Dynamic Strategy Migration and the Evolution of Risk Premia"   (Emerson Auditorium)
Breckinridge Capital Advisors: Tim Coffin (Bauer Hall Rm 230)
Efficient Capital Management: Chad Martinson, "The Efficient Approach: Maximizing the Power of Diversification" (Bauer Hall Rm 240)

4:30 pm - 4:45 pm


4:45 pm - 5:30 pm

Capital Introduction Sessions
SummerHaven Investment Management: Erik Stafford, "Replicating Private Equity" (Emerson Auditorium)
Marathon Partners (Bauer Hall Rm 230)
Off the Chain Capital: Brian Estes- "Blockchain & Digital Currency Investing" (Bauer Hall Rm 240)

5:30 pm - 6:30 pm

Cocktails & Networking - Frick Forum, Knight Hall

Friday, August 23, 2019

7:30 am – 8:30 am   

Breakfast / Registration - Knight Hall, Frick Forum

8:30 am – 9:15 am

Preparing the Private Wealth Manager of the Future

Panelist: CFA Institute, Head of Global Private Wealth Management- Bob Dannhauser

9:15 am – 10:15 am 

Security Analysis: An Investment Perspective

Researcher: Ohio State University, Professor- Lu Zhang 
Discussant: Oak Summit Capital, CIO- Hans Fredrikson 

10:15 am – 10:30 am


10:30 am – 11:30 am

Women in Investing

Mercy, Deputy Chief Investment Officer- Elizabeth Jourdan 
DSM Capital Partners, Portfolio Manager- Hannah Chiang 
Edward Jones, Investment Strategist- Kate Warne 

Moderator: J.P. Morgan, Executive Director & Client Advisor- Wendy Hershey 

11:30 am – 12:15 pm

Climate Change and Asset Prices- A Review of the Literature
Discussant:  Saint Louis University, Assistant Professor- Marcus Painter

12:15 pm – 1:00 pm

Lunch / Networking

1:00 pm – 1:45 pm

Fireside Chat with David Booth - Founder, Dimensional Fund Advisors
Interlocutor: Olin Business School, Dean- Mark Taylor

1:45 pm – 2:15 pm

Venture Capital Update - Nationally and in St. Louis

Presenter: Cultivation Capital, Co-Founder & General Partner- Cliff Holekamp 

2:15 pm – 2:30 pm


2:30 pm - 3:45 pm 

Wealth & Health - How Data and Technology are Changing Advice Panel

RGAX, CEO- Dennis Barnes 
Lapetus, Co-Founder & Chief Science Officer- Jay Olshansky 
Synergy Wealth Solution, Financial Planner- Nick Dragan 

Moderator: SixThirty, Managing Partner- Atul Kamra 

3:45 pm - 4:00 pm

Program Adjournment

4:00 pm - 5:00 pm 

Cocktails & Networking- Frick Forum, Knight Hall