Wealth and Asset Management Research Conference

Tentative 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.

Please note not all presentations are viewable due to permissions.


*ROUGH DRAFT* Changes will be made as speakers and panelists confirm

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

Thursday, August 22, 2019

7:00 am - 8:00 am

Conference Set-up

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 Nicolaus, Dave Kowach, CEO - Wells Fargo Advisors, Penny Pennington, Managing Partner, Edward Jones, Peter Desilva, TD Ameritrade
Moderator: Richard Ryffel, Olin Business School

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 Douglas (BlackRock), TBD
Moderator: TBD

11:45 pm - 12:45 pm

Boxed 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 (Mercer), 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 Governane Investing Panel
Panelists: Tim Coffin (Breckinridge), Guatam Dhingra (Highpoint Capital), TBD
Moderator: TBD

3:30 pm - 3:45 pm

BREAK/ TRANSITION TO BREAKOUTS

3:45 pm - 4:30 pm

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

4:30 pm - 4:45 pm

BREAK / TRANSITION TO BREAKOUTS

4:45 pm - 5:30 pm

Capital Introduction Sessions
Emerson Auditorium: SummerHaven
Bauer Hall Rm 130: Marathon Partners
Bauer Hall Rm 150: TBD

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
Panelists: Bob Dannhauser (National CFA Society)

9:15 am – 10:15 am 

The Economics of Security Analysis (q^5 Factor)
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),TBD, TBD

Moderator: Wendy Hershey (J.P. Morgan)

11:30 am – 12:15 pm

Financing the Response to Climate Change
Discussant: TBD
Researcher: Dan Bergstresser, TBD

12:15 pm – 1:00 pm

Boxed Lunch / Networking

1:00 pm – 1:45 pm

Fireside Chat with David Booth - Founder, Dimensional Fund Advisors
Interlocutor: TBD 

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 Date and Technology are Changing Advice
Panelists: Atul Kamra (Six Thirty), TBD, TBD, TBD

3:45 pm - 4:00 pm

Program Ajournment

4:00 pm - 5:00 pm 

Cocktails & Networking- Frick Forum, Knight Hall