Wealth and Asset Management Research Conference

Program Schedule

Wealth and Asset Management Research Conference

August 21 & 22, 2018

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

Please note not all presentations are viewable due to permissions.


Tuesday, August 21, 2018

11:30 am – 1:00 pm  

Registration/Lunch/Networking - Knight Hall, Frick Forum

1:00 pm – 1:15 pm 

Welcome & Opening Remarks Richard Ryffel, Senior Lecturer, Olin Business School

1:15 pm – 2:15 pm    

Presenter - Michael Finke, Chief Academic Officer, The American College, "Planning in a Low Return Environment"

2:15 pm – 3:15 pm

Presenter - Ohad Kadan, H. Frederick Hagemann, Jr. Professor of Finance and Associate Dean for Global Degree Programs, Olin Business School, "Behavioral Finance Literature Review"

3:15 pm – 3:45 pm


3:45 pm – 5:00 pm

Panel Session - "Elder Investing and Alzheimer's Cause Marketing" - John Beuerlein, Partner, Edward Jones, Andy Hunt, Financial Advisor, Edward Jones, and Professor Lonnie Schicker, University of Minnesota

5:00 pm– 6:00 pm 

Presenter - Ohad Kadan, H. Frederick Hagemann, Jr. Professor of Finance and Associate Dean for Global Degree Programs, Olin Business School, "Learning from Options Prices"

6:00 pm – 7:00 pm

Cocktails & Networking - Frick Forum - Knight Hall


Wednesday, August 22, 2018

7:00 am – 8:00 am   

Breakfast/Registration, Knight Hall, Frick Forum

8:00 am – 9:00 am

Panel Session - "The Weight of Regulation and the Rise of Private Equity" - Mark Leary, Associate Professor of Finance, Olin Business School, Rob Endicott, Partner, Bryan Cave Leighton Paisner,  Julie Stackhouse, Executive Vice President, Federal Reserve Bank of St. Louis, and  Charles Stucke, Chief Executive Officer, Lepercq de Neuflize Asset Management LLC

9:00 am – 10:00 am 

Presenter - Geert Rouwenhorst, Professor of Corporate Finance & Deputy Director of the International Center for Finance, Yale School of Management, "A Tale of Two Premiums - The Role of Hedgers and Speculators in Commodity Futures Markets"

10:00 am – 10:15 am


10:15 am – 11:15 am

Panel Session - David Eidelman, President and Founder, Eidelman Virant Capital, Tom Eidelman, Managing Director, Eidelman Virant Capital, Blake Emerson, Vice President, JP Morgan, Ashley Hardin, Assistant Professor of Organizational Behavior, Olin Business School,  and Mark Leeker, Managing Direcor, Harbour Group - "Corporate Culture and its Impact on Shareholder Value"

11:15 am – 12:00 pm

Presenter - Larry Swedroe, Principal and Director of Research, Buckingham Strategic Wealth, "Creating More Efficient Portfolios and Reducing the Risk of Black Swans"

12:00 pm – 1:00 pm

Box Lunch - Frick Forum

1:00 pm – 2:00 pm

Presenter - Erkko Etula, Managing Director, Goldman Sachs, "Strategic Asset Allocation in a Multi-Factor World"

2:00 pm – 2:30 pm


2:30 pm – 3:00 pm

Presenter - John True, General Partner, Cultivation Capital, "Venture Capital Update"

3:00 pm – 4:00 pm

Panel Session - "Technology and the Future of Employment in Financial Services" - Moderator - Cliff Holekamp - Professor of Practice in Entrepreneurship, Panelists - Peter Esparrago, Co-founder & CEO, FinLocker, Rasheed Hammouda, Co-founder, Bridge Financial Technology, David Karandish, CEO, Jane.ai,  Dean Pichee, Founder & CEO, BizLibrary, & Doug Wilber, CEO, Gremlin Social

4:00 pm – 5:00 pm

Keynote Speaker - Santiago Jaramillo, CEO, Emplify, "The Future of Employee Retention, Workplace Environment, and How Jobs Will Be Different"

5:00 pm – 6:00 pm

Cocktails & Networking - Frick Forum - Knight Hall