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.


MAIN SESSIONS HELD IN EMERSON AUDITORIUM OF KNIGHT HALL (Map)

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 CEO Panel

Panelists:
Ron Kruszewski, CEO - Stifel
Dave Kowach, President & Head - Wells Fargo Advisors
Penny Pennington, Managing Partner - Edward Jones 
Peter deSilva, President, Retail - TD Ameritrade

Moderator: George Gatch, CEO, J.P. Morgan Funds

10:15 am - 10:30 am

BREAK

10:30 am - 11:45 pm

Passive Investing, Activism and Governance Panel

Panelists:
Todd Gormley (Olin Business School)
Mario Cibelli (Marathon Partners)
Jessica McDougall (BlackRock)

Moderator: Michael Alderson (Wells Fargo Asset Management)

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

Panelists:
Erik Stafford (Harvard Business School)
Vince Stegman (Ascension Investments)
Mike Stohler (Washington University Investment Management Company)
Dr. Rudiger Stucke (Warburg Pincus)

Moderator: Charles Stucke 

2:00 pm - 2:15 pm

BREAK

2:15 pm - 3:30 pm

Trends in Environmental, Social and Governance Investing Panel

Panelists
Tim Coffin (Breckinridge)
Gautam Dhingra (Highpoint Capital)

Moderator: Jack Dwyer (Sunpointe Investments)

3:30 pm - 3:45 pm

BREAK/ TRANSITION TO BREAKOUTS

3:45 pm - 4:30 pm

Capital Introduction Sessions
Alpha Simplex (Emerson Auditorium)
Breckinridge (Bauer Hall Rm 130)
Efficient Capital (Bauer Hall Rm 150)

4:30 pm - 4:45 pm

BREAK / TRANSITION TO BREAKOUTS

4:45 pm - 5:30 pm

Capital Introduction Sessions
SummerHaven (Emerson Auditorium)
Marathon Partners (Bauer Hall Rm 130)
Off the Chain Capital (Bauer Hall Rm 150)

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: Bob Dannhauser (CFA Institute)

9:15 am – 10:15 am 

Security Analysis: An Investment Perspective

Researcher: Lu Zhang (Ohio State),
Discussant: Hans Fredrikson (Oak Summit Capital)

10:15 am – 10:30 am

BREAK

10:30 am – 11:30 am

Women in Investing

Panelists:  
Elizabeth Jourdan (Mercy)
Hannah Chiang (DSM Capital Partners)
Kate Warne (Edward Jones)

Moderator: Wendy Hershey (J.P. Morgan)

11:30 am – 12:15 pm

Financing the Response to Climate Change

Researcher: Dan Bergstresser
Discussant: Marcus Painter (Saint Louis University)

12:15 pm – 1:00 pm

Lunch / Networking

1:00 pm – 1:45 pm

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

1:45 pm – 2:15 pm

Venture Capital Update - Nationally and in St. Louis

Presenter: Cliff Holekamp (Olin Business School)

2:15 pm – 2:30 pm

BREAK

2:30 pm - 3:45 pm

Wealth & Health - How Data and Technology are Changing Advice

Panelists:
Atul Kamra (Six Thirty)
Dennis Barnes (RGAX)
Jay Olshansky (Lapetus)
TBD

3:45 pm - 4:00 pm

Program Adjournment

4:00 pm - 5:00 pm 

Cocktails & Networking- Frick Forum, Knight Hall