William Baumol

William Baumol is the Harold Price Professor of Entrepreneurship and Academic Director of the Berkley Center for Entrepreneurial Studies at the Stern School of Business at New York University. Professor Baumol is also the senior economist and professor emeritus at Princeton University. His honors and awards include eleven honorary degrees and membership in the U.S. National Academy of Sciences, the American Philosophical Society, the Accademia Nazionale Dei Lincei (Italy) and the British Academy.

Event - "Economic Growth of the Past Two Centuries"
Date - November 18, 2005

Robert Engle

Robert Engle, the Michael Armellino Professor of Finance at New York University's Stern School of Business, was awarded the 2003 Nobel Prize in Economics for his research on autoregressive conditional heteroskedasticity (ARCH). Professor Engle's interest in financial econometrics covers equities, interest rates, exchange rates and option pricing. He is currently developing methods to analyze large systems of assets, real-time volatility, market microstructure and extreme market movements.

Before joining NYU Stern in 2000, Professor Engle was Chancellor's Associates Professor and Economics Department Chair at the University of California, San Diego, and as an associate professor at the Massachusetts Institute of Technology.

Event - "Volatility in the Wealth of Nations"
Date - November 3, 2005

Dr. Robert ("Dr. Bob") Froehlich

Dr. Robert ("Dr. Bob") Froehlich is the Chief Investment Strategist for Deutsche Asset Management Americas and the Vice Chairman of Scudder Investments. At Scudder Investments, Dr. Froehlich works closely with the firm's equity and fixed income product lines and is the bridge between the investment group and the retail distribution group. One of his primary responsibilities is to articulate the firm's current investment strategies and market outlook for clients, advisors, media and the general public. He appears regularly on a variety of financial television programs including CNBC, CNNfn and FOX News.

Dr. Froehlich began his career in the public sector where he served as the chief financial officer and as one of the youngest city managers ever in Ohio. Before joining Scudder Investments, he was a senior executive with Ernst & Young and the director of research at Van Kampen American Capital. While at Van Kampen American Capital, Dr. Froehlich was nominated to the "All-American" Institutional Research Teams sponsored by Global Guarantee, The Bond Buyer and Ratings, Research and Review.

Event - "Boomernomics & Demographics"
Date - October 11, 2006
Summary - Download Word Document (29KB)

Mario Gabelli

Mario Gabelli is the Chairman, Chief Executive Officer and Chief Investment Officer-Value Portfolios of GAMCO Investors. Mr. Gabelli founded the firm in 1977. GAMCO Investors is a provider of investment advice and brokerage services to more than 30 mutual funds, as well as to approximately 1,800 separate accounts for wealthy individuals and, to a lesser extent, pension plans, trusts, and profit-sharing plans. Mr. Gabelli has been a frequent commentator on CNBC and CNN, and is often written about in the financial print media including Institutional Investor, Business Week, Fortune, Forbes, Money and Changing Times.

Event - "Value Investing"
Date - January 23, 2006

Gerald Hassell

Gerald Hassell is the President of The Bank of New York. He oversees client management and global marketing and the securities services businesses. Since joining the Management Development Program at The Bank of New York more than three decades ago, Mr. Hassell has held a number of key leadership positions in corporate banking, credit, strategic planning and administrative services. Prior to his election as president in 1998, he was a Senior Executive Vice President and the Chief Commercial Banking Officer from 1994 to 1998, with the responsibility for all corporate lending activities. He was named to the senior planning committee in 1994, and elected to its Board of Directors in 1998.

Event - "Brand Matters: Managing Market Perception of a Transformed Company"
Date - March 28, 2006
Presentation - Download PowerPoint (5,746KB)

Robert Litterman

Robert Litterman is the director of Quantitative Resources at Goldman Sachs Asset Management. He oversees Quantitative Investment Strategies and Global Investment Strategies. Mr. Litterman is the co-developer, along with the late Fischer Black, of the Black-Litterman Global Asset Allocation Model, a key tool in the Investment Management Division.s asset allocation process.

Prior to moving to the Investment Management Division, Mr. Litterman was head of the Risk Department. Preceding his time in the Operations, Technology & Finance Division, he spent eight years in the Fixed Income Division's research department, where he was co-director. Mr. Litterman became a partner in 1994.

Before joining the firm in 1986, Mr. Litterman was an assistant vice president in the Research Department of the Federal Reserve Bank of Minneapolis and an assistant professor in the Economics Department at the Massachusetts Institute of Technology.

Event - "Fundamentals Drive Alpha"
Date - April 12, 2006
Presentation - Download PowerPoint (1,938KB)

Philip Lofts

Philip Lofts is the Group Chief Credit Officer at UBS AG. In 2004, Mr. Lofts was appointed to the Group Managing Board. Since joining UBS's Investment Bank in 1984, he has held a variety of positions. Prior to 1998, Mr. Lofts headed the Structured Finance & Credit Risk Management Division in Japan. Between 1994 and 1996, he was the Deputy Head of the Banking Division in London where he managed both marketing and structuring teams. He was the Chief Credit Officer for Asia Pacific from 1998 - 2002 and for the Americas from 2002 - 2003. Mr. Lofts has been with UBS for 20 years.

Event - "Credit Risk Control at UBS Group"
Date - January 30, 2006
Presentation - Download PowerPoint (2,310KB)

Benjamin Pace

Benjamin Pace is a Managing Director and Chief Investment Officer of Deutsche Bank Private Wealth Management in the U.S. His primary responsibilities include chairing the U.S. Investment Committee to determine investment strategy and asset allocation for the U.S. discretionary portfolio management team and serving on the U.S. PWM Executive Committee. He also oversees the U.S. Equity Strategy, the Quantitative, and Fixed Income groups along with the Performance Measurement team to ensure overall consistency with investment policy.

Event - "Opportunities and Risks in U.S. and Global Markets"
Date - December 1, 2005
Presentation - Download PowerPoint (1,149KB)

Theodore Giuliano

Mr. Giuliano is the Chief Investment Officer and founder of the Fixed Income Group at Neuberger Berman where he has been for 21 years. Neuberger Berman's Fixed Income Group currently manages approximately $25 billion for Institutional Investors, High Net Worth Individuals, and Mutual Funds. Mr. Giuliano started his career at Irving Trust Bank in 1977 and spent several years at Lehman Brothers prior to joining Neuberger. Mr. Giuliano has been a frequent guest on CNN, CNBC, and is often quoted in the Wall Street Journal and Barron's.

Event - "Fixed Income Market"
Date - March 1, 2006
Presentation - Download PowerPoint (1,101KB)