STRATEGIC INVESTMENT SYMPOSIUM - College Of Charleston School Of .
STRATEGICINVESTMENTSYMPOSIUM8th AnnualMarch 11, 2022
THE STRATEGICINVESTMENT SYMPOSIUM8th AnnualDJIA 33,794.660.29%March 11, 2022S&P 500 4,363.49Market Pricing In SixRate Hikes by the Endof 2022Inflation spikes show 7 % year over yeargains, marking the largest price increasessince the early 80s. The market is nowpricing in at least six rate hikes by theend of 2022 as the Federal Reserve triesto curb inflation.Global Tensions RisingConflict between Russia and Ukrainekeeps global investors on edge as Russiainvades the Ukraine causing commodities to soar and volatility to spike.0.53%NASDAQ 13,537.941.56%Valuations Fall to theirLowest Point in 2 YearsU.S. stocks are at their cheapest point innearly two years following the early-yearselloff in growth stocks. Some of the bestperforming sectors YTD are those thatended with the lowest P/E ratios in2021.US Treasury YieldsJumpFollowing hot inflation reads last month,the 10-year Treasury spiked above 2%for the first time since 2019. The curvehas been flattening as the short endspikes more quickly than the back endcausing investors to ask “Will the yieldcurve invert?”
ITINERARY8 a.m. - 9 a.m.Registration with Meet & GreetBreakfast sponsored by Aptus9 a.m. - 10:15 a.m.Global Market Outlook10:30 a.m. - 11:45 a.m.Investment Strategies12 p.m. - 1:30 p.m.Networking Luncheon1:30 p.m. - 2:30 p.m.2:45 p.m. - 3:45 p.m.4 p.m. - 5 p.m.5 p.m. - 6:30 p.mSponsored by TruistBreakout Session OneDigital Finance/Cryptos, Fixed Income Investing,The Power of Business CultureBreakout Session TwoPrivate Equity Investing, Active & Passive Investing,ESG: Bug or Feature?Breakout Session ThreeReal Estate Investing, Quant Investing,A Deep Dive into Deep ValueClosing ReceptionSponsored by J.P. Morgan
GLOBAL MARKET OUTLOOK SESSION9 a.m. - 10:15 a.m.Kristina Hooper Chief Global Market Strategist, Invesco USKristina Hooper is Chief Global Market Strategist at Invesco. In this role, she leadsinvestment strategist at Allianz Global Investors. Prior to Allianz, she held positionsat PIMCO Funds, UBS and MetLife. Ms. Hooper earned a BA degree, cum laude,from Wellesley College; a J.D. from Pace University School of Law, where she was aStern School of Business, where she was a teaching fellow in macroeconomics andorganizational behavior; and a master’s degree from the Cornell University Schoolof Industrial and Labor Relations, where she focused on labor economics. Ms.Financial Consultant (ChFC) professional.David Kelly Chief Global Strategist, J.P. Morgan Asset ManagementDr. David Kelly is the Chief Global Strategist and Head of the Global Market InsightsStrategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy anda keynote speaker at many national investment conferences and a frequent guestAsset Management, David served as Economic Advisor to Putnam Investments. Hehas also served as a senior strategist/economist at SPP Investment Management,Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill. David is aCFA charter holder. He also has a Ph.D. and M.A. in Economics from MichiganState University and a B.A. in Economics from University College Dublin in theRepublic of Ireland.Session Sponsor
KEYNOTE STRATEGIES10:30 a.m. - 11:45 a.m.Jack Ablin Founding Partner and CIO, CressetJack Ablin is the CIO leading Cresset’s investment strategy and providing investmanagement. Jack was formerly the CIO with BMO Harris Bank. Jack is a frequentcontributor to CNBC, Bloomberg, The Wall Street Journal and Barron’s. Jack servedas a Professor of Finance at Boston University, Graduate School of Management.“Outstanding Contribution to Wealth Management Thought Leadership". Jackhonors in Mathematics and Computer Science. Jack received an MBA with honorsand graduated cum laude from Boston University in Massachusetts. He is a CFAcharterholder and a member of the CFA Society of Chicago.Larry Adam Chief Investment Officer, Raymond JamesJames, Mr. Adam held the dual roles of CIO of the Americas and Global ChiefInvestment Strategist for Deutsche Bank Private Wealth Management. He was also amember of Deutsche Bank’s Global Investment Committee that formalizes andestablishes the global house view. Prior to being named Deutsche Bank’s GlobalChief Investment Strategist, Mr. Adam was the head of the Asset Allocation andQuantitative Analysis Group. Mr. Adam received a B.B.A. with a concentration inhas been featured prominently on CNBC and Bloomberg and is frequently quotedin well-known publications such as the Wall Street Journal and Barron’s.John Stoltzfus Managing Director, Chief Investment Strategist, OppenheimerAsset Management-multiple asset classes, combined with global market strategies. John follows cyclicaland secular trends, sectors, geopolitics and macroeconomics. He also serves as anwhere he teaches post-graduate courses: Inter-Market Analysis for Industry Professionals and for Non-Finance Professionals. He has also worked as a Senior MarketStrategist at Bank of America and as Vice President and Manager of InternationalEquity Marketing and Group Head of Domestic Equity Marketing at Morgan Stanley.He is a frequent guest on CNBC, Bloomberg Radio and TV, Reuters Television andSession Sponsor
BREAKOUT SESSION ONE:Digital Finance/Cryptos 1:30 p.m. - 2:30 p.m.Teddy Fusaro President, Bitwise Asset Managementproducts to clients. Fusaro was previously Senior Vice President and Head of Portfoment. IndexIQ pioneered the use of self-indexing in ETFs and the use of listedinstruments to develop and offer rules-based hedge fund replication strategies intransparent and regulated portfolios. Prior to IndexIQ, Fusaro was Vice President ofPortfolio Management and co-head of Trading and Operations at Direxion Investboth equity derivatives and credit derivatives at Goldman Sachs & Co. Fusaro has aB.A. in political science from Providence College in Providence, RI.Luke Riddle Founder, Dinosaur Dog, LLCAs a Naval Aviator Luke hunted pirates in Somalia and helped save lives in Iraq. HeSchool in Charleston, SC. After three years in operations leadership at Coinbase,Luke founded Dinosaur Dog to advise, develop, and invest in compelling blockLuke’spassion is to build and create. He is an aspiring futurist, a chess novice, and aworld traveling thalassophile, husband, and father of three. A reformed equitiestrader and bitcoin miner now turned investor, Luke spends his time pondering thefuture impact of emerging technologies, reading, and playing with his little ones onSullivan’s Island.Session Sponsor
BREAKOUT SESSION ONE:Fixed Income Investing 1:30 p.m. - 2:30 p.m.Alex Roever Head of U.S. Rate Strategy, J.P. Morgan SecuritiesAlex Roever is a Managing Director and the Head of US Interest Rate Strategy forJ.P. Morgan Securities LLC. His team covers US government securities markets,interest rate derivatives and money markets. His views appear regularly in US Fixedalso a frequent contributor to J.P. Morgan’s At Any Rate podcast. Institutional InvesStrategy and the Short Duration Strategy categories. His market views are frequentlyberg Television. Alex is a CFA charterholder. He earned an MBA from Emory University, an MA in economics from Georgia State and a BA from Vanderbilt University.Stephen Winterstein Head of Municipal Fixed Income, MarketAxess Holdingsincome. In his current position, he is responsible for municipal dealer and institu-of municipal strategy and research at Wilmington Trust Investment Advisors, Inc.,sors, LLC. Mr. Winterstein is an active member of the Advisory Committee for theBrookings Institution’s Hutchins Center on Fiscal and Monetary Policy AnnualMunicipal Finance Conference and a current member of the Board of Directors ofUniversity and an MBA from Lehigh University.John Wiseman Director of Fixed Income, Greenwood CapitalJoining the team in 2006, John is the Director of Fixed Income, overseeing an arrayhe was responsible for constructing and implementing investment strategies for theis a graduate of Wofford College. He has also completed the professional studyprogram at the Institute for Public Finance, Kellogg School of Management atNorthwestern University.Session Sponsor
BREAKOUT SESSION ONE:The Power of Culture 1:30 p.m. - 2:30 p.m.Sandra Sturkie Director of Organizational Development, WebsterRogersSandra Sturkie currently serves as the Director of Organizational Development forthat provides clients with a broad spectrum of assurance, tax, and advisory services.Sandra leads the Firm’s programs and initiatives for Leadership Development andCompany Culture. She developed the Firm’s three level Leadership Academy,provides Executive Coaching and seeks to ensure that team members focus onexploring their compelling purpose.Sandra received both her B.S. and M.S in Clinical Psychology from Francis MarionLauris Woolford Principal & Executive Coach, Woolford & Associateshands-on experience in coaching leaders and teams, and in supporting positivecultural transformations. She brings real-world leadership perspective gained frommanaging multiple retail operations, a corporate university, and leading an Organi-She completed her career at Fifth Third as the Executive Vice President of Organization Development and Planning. It was in that role that she structured a talentmanagement process facilitating the development for thousands of leaders.Lauris earned her Masters of Science in Positive Organization Development andChange from Case Western Reserve University and her Bachelor of Science in ArtEducation at Edgecliff College (now Xavier University). She holds a Coachingthrough the Center for Credentialing & Education.Thomas Heath Founder and Personal Brand Specialist, Thomas Heath AdvisorsThomas Heath is an expert in employer branding who teaches that core values arethe GPS of a company’s culture. His clients count on him to create compelling visualcontent about their workplace culture to attract top talent. He regularly speaks forthe American Marketing Association, DisruptHR, Ellevate Network, and the Societyof Human Resource Professionals (SHRM), to name a few. In addition, Thomas is aguest lecturer at the College of Charleston MBA Program, The Citadel, CharlestonSchool of Law, and Charleston Southern University on branding and messaging. Ona personal note, Thomas is the playwright and songwriter in residence at the historLinkedIn at #askthomasheath.Session Sponsor
BREAKOUT SESSION TWO:Private Equity Investing 2:45 p.m. - 3:45 p.m.Scott Conners Managing Director and President, FlowStone PartnersScott Conners is a Managing Director, President and Investment CommitteeMember with FlowStone Partners. Scott is responsible for product development,fundraising, transaction origination, due diligence, structuring, and closing. Prior toresponsibility for co-managing Landmark’s private equity secondary activities, withfrom the University of Maine at Farmington and his M.B.A. from Penn State UniversiSociety of Financial Analysts.Jim Jeffries CIO, Wells Fargo Strategic CapitalJim Jeffries is Chairman and CIO for Wells Fargo Strategic Capital (WFSC), themerchant banking business of Wells Fargo. In this role, he is responsible for directing the efforts of the investing team across target focus areas, including healthcare,Securities and was a member of the Operating Committee for the Investmentand capital raising experience across a wide variety of industries. Jeffries earned aB.S. in Business from Miami University and an MBA from the Kenan-Flagler BusinessSchool at the UNC, Chapel Hill. He currently resides in Charlotte, NC with his family.Kevin McCarthy Co-Founder and Partner, Kian Capital PartnersKevin co-founded Kian Capital and is responsible for all activities including originating and evaluating investment opportunities, structuring and negotiating transacyears working with lower middle-market companies. Prior to Kian, Kevin was thehead of Wachovia Securities’ (now Wells Fargo Securities) Middle Market CapitalGroup, which provided debt capital to lower middle-market companies. He was thePrior to Wachovia’s Middle Market Capital Group, Kevin was a Partner with CGWfrom the McIntire School of Commerce at UVA and an M.B.A. from the FuquaSchool of Business at Duke University.Session Sponsor
BREAKOUT SESSION TWO:Active and Passive Investing 2:45 p.m. - 3:45 p.m.John Carew President, Tandem Investment AdvisorsJohn Carew is a shareholder, President, and Portfolio Manager for Tandem InvestTandem’s investment team has been nationally recognized numerous times byleading manager databases for performance and lower volatility. Mr. Carew is afrequent guest speaker on topics including dividend growth strategies, low volatilityequity investing, and general market history and overview. Mr. Carew is a pastNational Board Member and Regional Board Chair for Recording for the Blind &access to the written word. Mr. Carew is a graduate of the University of Virginia witha Bachelor of Arts in Economics.JD Gardner Chief Investment Officer, Aptus Capital AdvisorsJD holds an undergrad degree in Finance and an MBA with a concentration inFinance from Wright State University. He holds both the CFA Charter and CharteredMarket Technician (CMT) designations. He spent time at UBS, Morgan Stanley, andas a research analyst before starting Aptus. With experience in developing systemthe ETF structure to deliver more active, risk-mitigated exposures.a shareholder, President, and Portfolio Manager forment Advisors, Inc. After beginning his career in 1985 withCraigLazzara Managing Director, S&P Dow Jones Indicesnnon Securities, Inc., Mr. Carew foundedTandemin 1990.CraighasLazzaraew’s guidance, Tandem’s investment teambeenis a Managing Director in the Core Product Management group atS&P Dow Jones Indices (S&P DJI). His focus is on providing thought leadership andgnized numerous times by leading manager databaseseducational outreach for S&P DJI’s core, alternative beta, and style indices globally.e and lower volatility. Mr. Carew is a frequentguest speakPrior to assuminghis current role, Craig founded the Index Investment Strategycluding dividend growth strategies, lowvolatilityequityteam, which provides research and commentary across the S&P DJI product set,withCarewparticularon the active vs. passive debate, factor indices, and indexgeneral market history and overview. Mr.is a emphasispastdynamics.Member and Regional Board Chair for Recording for thec (now Learning Ally), a non-profit organizationdedicatedBefore S&PDJI, Craig was a managing director of Abacus Analytics, a quantitativeccess to the written word. Mr. Carew is a graduate of thesors and Salomon Smith Barney’s Global Equity Index Group, as well as for therginia with a Bachelor of Arts in Economics.Equity Portfolio Analysis group at Salomon Brothers. A CFA charterholder, Craig is agraduate of Princeton University and Harvard Business School.Session Sponsor
BREAKOUT SESSION TWO:ESG: Bug or Feature? 2:45 p.m. - 3:45 p.m.Sabina Chatterjee Director, ESG Solutions, Wells FargoSabina is a Director in the ESG Solutions Group in Corporate & Investment Banking(CIB), where she helps deliver thought leadership and a full suite of products aimedGroup, Sabina was part of the Investment Banking team, where she led coverage ofdegrees from the Kellogg School of Management and the McCormick School ofEngineering at Northwestern University, and a BS and BE in Biology and ChemicalChristopher McKee CEO and Owner, The PRS Group2006, Christopher headed the International Country Risk Guide (ICRG), supervisinga team of analysts globally. A former faculty member at the University of BritishColumbia, Christopher has lectured at Harvard, American University (DC), andSimon Fraser University. Christopher’s most recent book is titled Quid Periculum:thored and edited with Peter Marber (Harvard/Aperture Investors).James Seyffart ETF Research Analyst, Bloomberg LPJames Seyffart is an Analyst covering ETFs and the broader asset managementindustry (and to a lesser extent, Crypto Assets). In this role, he writes research forBloomberg Intelligence and creates analytical tools for clients. Before becoming ananalyst with Bloomberg Intelligence, James spent the early parts of his careerworking in Bloomberg's data department. He maintained the data on US andCanadian Funds ranging from ETFs to Hedge Funds but primarily focusing on theETF space. He assisted in the creation and development of multiple ETF functionson the terminal and still aids in this process today. James is a Chartered FinancialAnalyst (CFA ), a Chartered Alternative Investment Analyst (CAIA ) and a memberThe College Of New Jersey (TCNJ).Session Sponsor
BREAKOUT SESSION THREE:Real Estate Investing 4 p.m. - 5 p.m.Sam Moore Senior Managing Director, GreystarSam Moore is senior managing director of investment management for Greystar,overseeing acquisitions, asset management, and dispositions throughout theSoutheast, Central, and Mid-Atlantic regions of the US. He also provides oversightand guidance for the Greystar Growth and Income Fund portfolio of owned assets.Prior to Greystar, Sam worked for Atlantic Marina Holdings, specializing in marinaand resort acquisition and redevelopment. Sam received his master of science inreal estate from Johns Hopkins’ Edward St. John School of Real Estate and hisbachelor degree from Wofford College.Shane Shofield Client Portfolio Manager, Invesco Real Estateresponsibilities is to engage with broader Invesco distribution and grow IRE’sExecutive Vice President and Head of Institutional and Retail Intermediary Distribution for Hartman Real Estate. Prior to Hartman Real Estate, Shane was with JLL/LaSalle Investment Management, Hines Real Estate, Franklin Templeton Investments,American Funds, Putnam Investments and began his career with Van KampenSession Sponsor
BREAKOUT SESSION THREE:Quant Investing 4 p.m. - 5 p.m.Cannon Carr CEO, CornerCap Wealth AdvisorsCannon is CEO & CIO of CornerCap Wealth Advisers, positions he has held sinceprocess, stock and asset class research, and portfolio management. He alsoco-manages the three CornerCap mutual funds (Small Cap Value, Large Cap Value,mentary on CNBC, CNN, Lou Dobbs MoneyLine, and Bloomberg News. He has alsoResearch in 2006. Cannon has an MBA from Columbia Business School and a BAfrom Princeton University in Political Economy.Feifei Li Partner, CIO, Research Affiliatesleads the cross-sectional equity research and strategy design that supports thebefore assuming her current role as the head of equities in 2020. Feifei earned a BAMichael Remigino Executive Director, Head of Private Client Group,Graham Capital ManagementMichael Remigino is a Managing Director for Graham Capital Management, L.P.(“GCM”) specializing in U.S. retail market initiatives. Prior to GCM, Mr. Remigino wasthe National Sales Manager at Refco Alternative Investments where he was responsible for the distribution of alternative investments and for managing the sales anddirector in charge of northeast regional sales for Berkeley Capital Management,high net worth individuals and institutions throughout Berkeley’s distributionManagement, most recently as First Vice President, Northeast Regional MarketingManager. His earlier work for Salomon included acting as direct liaison betweenhigh net worth families and portfolio management staff. Mr. Remigino received aSession Sponsor
BREAKOUT SESSION THREE:A Deep Dive into Deep Value 4 p.m. - 5 p.m.David Marcus Founder and CEO, Evermore Global AdvisorsDavid Marcus is Co-Founder, CEO and CIO of Evermore Global Advisors, LLC.David is portfolio manager of the Evermore Global Value Fund. Beginning hisFund and co-manage the Mutual Shares and Mutual Discovery Funds, representingFranklin Mutual Advisers, LLC. In 2000, David founded Marcstone Capital Management, LP, a long-short Europe-focused equity manager, largely funded by Swedishrestructuring of a number of public and private companies the family controlled.David later founded and served as Managing Partner of MarCap Investors LP. Davidgraduated from Northeastern University with a B.S. in Business Administration and aconcentration in Finance.Robert Robotti Founder and CIO, Robotti & Companyforming Robotti & Company, Bob was a vice president and shareholder of Gabelli &Company, Inc. As an active owner/investor, Bob currently serves on the Board ofthe Board of Directors of Pulse Seismic Inc., a seismic data licensing businesslocated in Calgary, Alberta; as an Independent Director of PrairieSky Royalty, a TSXlisted company in Calgary, Alberta, having the largest portfolio of sub-surfaceVessels) in its industry. Bob holds a BS from Bucknell University and an MBA inAccounting from Pace University.
MODERATORSMark Buono Director, Carter Real Estate CenterMark Joseph Buono is currently a Visiting Instructor and Interim Director of theCarter Real Estate Center at the College of Charleston. Before his retirement, Markwas a Managing Director and Commercial Real Estate Portfolio Manager at theGlobal Atlantic Financial Group. Mark was a Managing Director at Goldman Sachswhere he held various roles in the commercial real estate business for 20 years priorto his move to Global Atlantic. Before Goldman, Mark was in research and trading atFreddie Mac and an academic at Rutgers University and Temple University. Markearned a Ph.D. in economics from the University of North Carolina at Chapel Hill inton, SC with his wife, Judith.Pete Costa Chief Investment Officer, Costa Family Officemanaging the wealth of the Costa family who acquired their wealth through theirinvolvement with Horizon Kinetics LLC. Holding senior trading positions at LehmanBrothers, Francis P. Maglio Inc., Bear Stearns, and Eckhart & Company, Mr. Costayears, and a CNBC analyst for 26 years. He currently serves on the Business Advisory Board of Meridian Wealth Management as well as the Advisory Board of DeepKnowledge Investing. A proud alumnus of the University of Tennessee, Mr. Costaserves on the Board of Advisors of the University of Tennessee Torchfund and is alsoa member of the Haslam School of Business Faculty Advisory Board.Will Dubé Associate, East Rock Capitalinvesting alongside private equity sponsors across a diverse set of asset classes andfocused on investing in software companies. Will graduated from the College ofCharleston with a Bachelor of Science degree in Finance.
MODERATORSKyle Ginty Senior Investment Analyst, Vanguard-Retail Advice Methodology division specializing in portfolio construction. Kyle hastime at Vanguard include roles as a trader on Vanguard’s Global Bond Indexingdesk and an international assignment in London managing the implementation andresearch functions for Vanguard’s Global Fund Accounting division.Joanne Hill Board Governor, CFA InstituteDr. Joanne Hill currently serves as Chief Advisor for Research and Strategy atCboeVest, a fund manager specializing in option-based investments. Prior to theseroles, she was Head of Institutional Investment Strategy at ProShares, and also spentequity index and derivatives research and advising institutional investors on indexand risk management strategies. She is a recipient of the William F. Sharpe IndexingLifetime Achievement Award and has published extensively on quantitative investment topics, index products, and derivatives. She was one of the ten inauguralrecipients of the Top Women in Asset Management Awards. Her board activitiesinclude serving as on the Board of Governors of the CFA Institute, Chair of theBoard for the CFA Institute Research Foundation and on the Board of the "Q" Group(Institute for Quantitative Finance).Mitsy Mangum Managing Director, Lakeview Capital Partnerssors. From there, Mitsy achieved Vice President status at Raymond James and waswhere she serves as Managing Director, Equity Partner and sits on the InvestmentCommittee. Mitsy was a proud member of the College’s champion volleyball teamthat won divisionals, regionals and ultimately went to nationals. Mitsy remains anCommencement speaker and received an Honorary Doctorate from the College.She now sits on the Foundation Board for the College.
MODERATORSPaul Meeks Professor of Practice, The CitadelPaul Meeks, CFA, CAIA: Meeks has been an equity analyst or portfolio managerknown for managing the world's largest technology mutual funds franchise forMerrill Lynch Investment Managers. He's often in the media in print and on CNBCPractice in the Baker School of Business at The Citadel. There he also advises theMark Pyles Professor of Finance, Director of SB Investment Program, Collegeof CharlestonMark Pyles is a Professor of Finance at the College of Charleston, where his primaryboth the undergraduate and graduate levels. He also serves as the Director of theSchool of Business Investment Program. During his time at the College, Pyles hasockcap.com/people/bio/will-dube/[2/15/2022 11:32:27 AM]titled Applied Corporate Finance. Pyles obtained a M.S. in Economics and a Ph.D.Investment Performance Measurement (CIPM).Dean Smith Chief Strategist, FolioBeyondDean Smith is currently the Chief Strategist for FolioBeyond, a quantitative assetand investment banker. His current area of focus is on the application of Machineand other structured credit products. Previously he was a partner at HighlandFinancial Holdings, a credit focused hedge fund, and prior to that he foundedcareer on Wall Street at DLJ and Nomura Securities. Dean completed his undergraduate work in economics at UC San Diego and received M.A and M.Phil degreesin economics from Columbia University. He is currently teaching a class in MachineLearning for Financial Applications at the College of Charleston.
8TH ANNUAL INVESTMENTSYMPOSIUM SPONSORS
DIRECTORSDr. Mark Pyles DirectorDr. Kenneth Soyeh Associate Director2022 INVESTMENT SOCIETY STUDENTSGeorges MahamaManaging DirectorOlivia StaffManaging DirectorDrew AsadorianChief Investment OfficerLandon BadgettChief Operating OfficerAndré LimónDirector of Quantitative StrategiesTrevor CobbPrivate Equity ManagerJack OistadChief EconomistNathaniel FalckU.S. Economist andDirector of Special EventsLucas RuszkowskiU.S. EconomistTyler KairisAsian EconomistOliver SteinbergEuropean EconomistVinicius Nunes LopesLatin American EconomistVictor JimenezEmerging Markets EconomistRyan MoosbruggerFixed Income AnalystJoseph Del GuercioU.S. Markets AnalystRoy AishPrivate Equity AnalystAnthony SpinellaPrivate Equity AnalystZoe MigliozziPortfolio Performance AnalystJody BellESG and Portfolio Strategies AnalystEmma ParisiPortfolio Strategies AnalystAlex KraussPortfolio Strategies AnalystINVESTMENT PROGRAM ADVISORY BOARDWalter Green, Chair of AdvisoryBoard, J.P. Morgan (Retired)– Charleston & ChicagoStephen Kerrigan, Chair Emeritus of Advisory Board, PrivateInvestor & Consultant– CharlestonBen Carew, Vice Chair, TandemInvestment Advisors – CharlestonAndrew Hendricks, CommitteeChair, Capasso Planning Partners– CharlestonElizabeth Hammond,KKR – New YorkKatrina F. Sherred,Research Affiliates – NewportBeach, CAJay Tucker, Enable Investment Management– New YorkChristopher Bass, Blackstone – New YorkJoanne Hill, CboeVest – CharlestonMitsy Mangum, Lakeview CapitalPartners – AtlantaKeith Sauls, Exeter Venture Group– Charleston
8THANNUAL STRATEGICINVESTMENT SYMPOSIUMMARCH 11, 2022
1:30 p.m. - 2:30 p.m. Breakout Session One Digital Finance/Cryptos, Fixed Income Investing, The Power of Business Culture 2:45 p.m. - 3:45 p.m. Breakout Session Two Private Equity Investing, Active & Passive Investing, ESG: Bug or Feature? 4 p.m. - 5 p.m. Breakout Session !ree Real Estate Investing, Quant Investing, A Deep Dive into Deep Value
Essays on Modern Japanese Thought. 4,2 Symposium: Japan in the 1970's. 5,2 Symposium: Translation and Japanese Studies. Introduction by Roy Andrew Miller. 6,1 Symposium on Japanese Society. Introduction by Susan B. Hanley. 8,1 Symposium on Ie Society. Introduction by Kozo Yamamura. 11,1 Symposium: Transition From Medieval to Early Modern Japan.
produce this symposium. We hope that this year's symposium will enable all attendees to reach new heights in applying the perspectives and science of human factors/ergonomics to the future of health care. Joseph R. Keebler, PhD Anthony D. (Tony) Andre, Symposium Chair PhD, CPE Symposium Cochair :HOFRPH 1
College Strategic Plan Template 1/6/2020 Strategic planning for 2028 will start at the college and division/unit levels (hereafter, “unit”) with each college and unit developing a strategic plan. Next, the University Strategic Planning . Goals: Those steps that must be accomplished in order to reach our vision and mission.
investment, industry of investment, year of investment and stage of investment. The parameter estimates show California as a location for investment is significantly different in scale, industry and stage of investment from other states. The investment bubble of 1999 and 2000 is found to have created different patterns
The Strategic Management Process 15 Developing a Strategic Vision: Stage 1 of the Strategic Management Process: 17 How a Strategic Vision Differs from a Mission Statement 19 The Importance of Communicating the Strategic Vision 22 The Benefits of an Effective Strategic Vision 22 Setting Objectives: Stage 2 of the Strategic Management Process 22 xxiv
European Investment Bank European Investment Bank European Investment Bank European Investment Bank European Investment Bank Investment Facility ACP-EU Cotonou Partnership Agreement Revised Cotonou Partnership Agreement, Annex II, Article 3.
Vienna Motor Symposium 2021 42nd International Vienna Motor Symposium 29 - 30 April 2021 VIRTUAL PROGRAMME
Symposium Schedule Wednesday, February 19 0800-0840 Welcome Coffee, Collection of Badges and Delegate Packs 0840-0845 Seating and Safety Announcement 0845-0930 Symposium Opening Ceremony Keynote Speaker: His Excellency Salim Al Aufi Ministry of Oil and Gas, Oman Welcome Address: Shauna Noonan Occidental Petroleum Symposium Chair: Atika Al .
