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.


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

Tuesday, August 21, 2018

11:30 – 1:00 pm   Registration/Lunch/Networking - Knight Hall, Frick Forum
1:00 – 1:15 pm  Welcome & Opening Remarks Richard Ryffel, Senior Lecturer, Olin Business School
1:15 – 2:15 pm     Presenter - Michael Finke, Chief Academic Officer, The American College, "Planning in a Low Return Environment"
2:15 – 3:15 pm Presenter - Ohad Kadan, Professor of Finance and Associate Dean for Global Degree Programs, Olin Business School, "Behavioral Finance Literature Review"
3:15 – 3:45 pm BREAK
3:45 – 5:00 pm Panel Session - "Elder Investing and Alzheimer's Cause Marketing" - John Beuerlein, Partner, Edward Jones
5:00 – 6:00 pm  Presenter - Ohad Kadan, Professor of Finance and Associate Dean for Global Degree Programs, Olin Business School, "Learning from Options Prices"
6:00 – 7:00 pm Cocktails & Networking - Frick Forum - Knight Hall

Wednesday, August 22, 2018

7:00 – 8:00 am    Breakfast/Registration, Knight Hall, Frick Forum
8:00 – 9:00 am Panel Session - "The Weight of Regulation and the Rise of Private Equity" - Dan Bergstresser, Associate Professor of Finance, Brandeis International Business School, 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 – 10:00 am  Presenter - Geert Rouwenhorst, Professor of Corporate Finance & Deputy Director of the International Center for Finance, Yale School of Management, "Long-Term Commodity Futures Returns"
10:00 – 10:30 am BREAK
10:30 – 11:15 am Presenters - David Eidelman, President and Founder, Eidelman Virant Capital and Tom Eidelman, Managing Director, Eidelman Virant Capital, CFAR Practicum Research Project - "Creating a Corporate Culture Index"
11:15 – 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 – 1:00 pm Box Lunch - Frick Forum
1:00 – 2:00 pm Presenter - Erkko Etula, Managing Director, Goldman Sachs, "Strategic Asset Allocation in a Multi-Factor World"
2:00 – 2:30 pm BREAK
2:30 – 3:00 pm Presenter - John True, General Partner, Cultivation Capital, "Venture Capital Update"
3:00 – 4:00 pm Panel Session - "Technology and the Future of Employment in Financial Services" - Moderator - Cliff Holekamp - Senior Lecturer in Entrepreneurship, Olin Business School with other panelists TBA 
4:00 – 5:00 pm Keynote Speaker - Santiago Jaramillo, CEO, Emplify, "The Future of Employee Retention, Workplace Environment, and How Jobs Will Be Different"
5:00 – 6:00 pm Cocktails & Networking - Frick Forum - Knight Hall