2019

14th Annual Finance Conference

On June 6, the Carroll School welcomed Dallas Federal Reserve Bank President Robert Steven Kaplan and other experts for dynamic discussions on a host of pressing issues in finance. Topics included risk factors in the global economy, investment strategies, the specter of inflation, and geopolitical challenges.ÌýAn account of President Kaplan’s remarks .

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Thursday, June 6

Conference
7:30 a.m.–5:30 p.m.

md´«Ã½¹ú²ú¾ç College, Robert J. Murray ’62 and Family Function Room, 4th Floor, Yawkey Athletics CenterÌý

7:30 a.m.Continental Breakfast
8:30 a.m.Welcoming Remarks
GLOBAL OUTLOOK
8:40 a.m.

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THE DOROTHY MARGARET ROSE KNIGHT ECONOMIC KEYNOTE DISCUSSION

Robert Steven Kaplan, President and CEO, Federal Reserve Bank of Dallas
Moderator: Marc Seidner '88,ÌýCIO, Non-traditional Strategies, PIMCO

9:55 a.m.Coffee Break
10:05 a.m.

INVESTMENT INSIGHTS

David Antonelli, Vice Chairman, Investment Officer & Equity Portfolio Manager, MFS Investment Management
Steve Barry '85, P'14, '17, Managing Director, Chief Investment Officer of Fundamental Equity, Goldman Sachs Asset Management
Ann Gallo '87, Partner, Wellington Management
Moderator: Lindsay LoBue '96, Advisory Director, Goldman Sachs & Co.

11:05 a.m.Coffee Break
PERSPECTIVES ON INNOVATION
11:15 a.m.

THE TRANSFORMATION OF FINANCIAL ADVISORY SERVICES

Dan Egan, Director of Behavioral Finance and Investments, Betterment
George Fischer, '83,ÌýPortfolio Manager, Fidelity Investments
Jonathan Reuter,ÌýAssociate Professor of Finance, md´«Ã½¹ú²ú¾ç College Carroll School of Management
Moderator: Daniel E. Holland III, '79, P'07, '08, Managing Director, Private Wealth Management, Goldman Sachs & Co.

12:15 p.m.Lunch, Gasson 100
1:30 p.m.

INFLATION: WHAT THE FUTURE HOLDS

Peter Ireland,ÌýProfessor, Murray and Monti Chair in Economics, Morrissey College of Arts and Sciences, md´«Ã½¹ú²ú¾ç College
Eric Peters,ÌýChief Executive Officer & Chief Investment Officer, One River Asset Management
Jonathan Reuter,ÌýAssociate Professor of Finance, md´«Ã½¹ú²ú¾ç College Carroll School of Management
Moderator: Jeffrey Pontiff,ÌýProfessor and James F. Cleary Chair in Finance, Carroll School of Management, md´«Ã½¹ú²ú¾ç College

2:30 p.m.Break
2:40 p.m.

THE STATE OF THE GLOBE: A GEOPOLITICAL PERSPECTIVE

Meghan L. O'Sullivan, Jeane Kirkpatrick Professor of the Practice of International Affairs, Harvard University Kennedy School of Government

3:40 p.m.Closing Remarks
3:45 p.m.Cocktail Reception
5:30 p.m.Program Ends