Archived Events
For the year 2008
What will 2009 Look Like?
December 3, 2008
James O'SullivanOur speaker, in a return engagement, will be James O'Sullivan of UBS with his forecast of the economy in 2009. The 'open forum' will be devoted to a discussion of the implications of the global financial market crisis. Where is the turning point--for markets, for the economy? What can we do as consumers, advisors and investors?
Our Financial Crisis
November 19, 2008
Joe NoceraJoe Nocera, a New York Times financial columnist, will speak about the current financial crisis and the impact of short selling on the demise of Bear Sterns and Lehman Brothers. The "open forum" will focus on the advice we give to investors and consumers to help them navigate these rough waters.
Ms. Marcy Engel
October 15, 2008
Marcy Engel
Warren Buffett's Bet Against Hedge Funds
September 17, 2008
Whitney TilsonWhitney Tilson (T2 Partners LLC, Value Investor Insight, Teach for America) will speak about Warren Buffet's bet against hedge funds.
Portfolio Managers' Showcase
August 5, 2008
Philip Friedman, Jonathan Kleisner, Joanne ErgovichPhilip Friedman of Perella, Weinberg Partners will discuss their Aerospace, Defense and Security Fund; Jonathan Kleisner of Rex Capital Partners will discuss their commodities fund; and Joanne Egrovich of Kacela Capital Management will focus on their equity long/short fund in the consumer sector.
Douglas E. Schoen, campaign consultant and pollster
July 8, 2008
Douglas E. SchoenWe are pleased to present Douglas E. Schoen, campaign consultant and pollster. He also is the author of "Declaring Independence; the Beginning of the End of the Two-Party System". Among his clients are Ed Koch, Michael Bloomberg and Jon Corzine. He will explain what to look for to make election watching more interesting and educational.
Charles Maxwell
June 18, 2008
Charles MaxwellMr. Maxwell has been with us three times and has proven sound, measured and prescient.
The Investment Climate in Korea, Today and Tomorrow
May 28, 2008
Dr. Frank Plantan and Dr. Rodney W. NicholsPanelists include Dr. Frank Plantan, Co-Director of the International Relations Program at the University of Pennsylvania and President of a consulting firm, International Services Group and Dr. Rodney W. Nichols, formerly President of the NY Academy of Sciences and long active in international affairs, recently returned from South Korea and Japan. The panelists will speak to the investment climate in South Korea and will include political and environmental risk assessments as well as discuss the legal, cultural and financial barriers to the market.
Edward Grebeck, Tempus Advisors
March 11, 2008
Edward GrebeckThe prime lending consequences.
How small hedge funds can attract investors
February 5, 2008
Marc BenderThis talk produced an enthusiastic crowd in California. The "open forum" will follow up on our December, 2007 discussion of the impact, if any, of the new president on the world of hedge funds.
Jim O'Sullivan, UBS Managing Director and Senior U.S. Economist
January 17, 2008
Jim O'SullivanJim O'Sullivan, a senior economist at UBS, will give his views and initiate a discussion on the macro drivers for financial markets in 2008. Housing is in recession; can the broad economy stay resilient? How large a threat is the turmoil in mortgage markets? The Fed to the rescue? Wall Street versus Main Street? Our "open forum" should generate a good discussion, with input from members on what they see from their specialized viewpoints.
Jim O'Sullivan is a Managing Director and Senior U.S. Economist at UBS Investment Bank. He was co-ranked first in the economics category of the 2007 Institutional Investor (II) survey of fixed income investors. He holds an M.A. in economics from Queen's University in Kingston, Ontario and a B.A. in economics from Trinity College Dublin.