Upcoming non-Q Events
Upcoming NYC-AREA EVENTS OF INTEREST:
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Friday May 31 Society of Quantitative Analysts (SQA) "Sustainable Investing: Hype or Opportunity", this years Fuzzy Day Conference with Robert Shiller, the SQA's annual must-attend event. SQA's marquee Fuzzy Day conference will be held on Friday, May 31st, 2013 at the MSCI Conference Center in downtown New York, and will feature leading experts from the U.S., Europe and Australia. Early bird special rate expire after May 15th. Special discounts for QWAFAFEW members by using code QWAF2013 Go to http://www.sqa-us.org for details.
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Thursday June 6 Connecticut Hedge Fund Association M & A Event - Use link http://cthedge.org/event/hedge-fund-ma for an all-expert evening on Hedge Fund M & A at the Indian Point Yacht Club in Greenwich CT - Don't dawdle on this because the last such event was sold out more than a week in advance.
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June 17 -18, 2013, Inside Indexing Conference presented by Index Universe; (This is the rescheduled event originally scheduled in April) Risk, Return, and Indexing Strategies, The Westin Copley Place • Boston, MA - Click on:http://www.indexuniverse.com/insideindexingconference/index.html to learn more and to register;
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Wednesday, November 6, 2013 Pristine Advisers and CEFNetwork's Third Annual CEF Investor Conference Insight and Enlightenment into the World of Closed-End Funds Join Pristine Advisers and CEFNetwork for a day of discussion and debate about Closed-End Funds from seasoned professionals at this well-regarded annual event.Closed-End Funds are one of the best investment opportunities on the market today. With over 600 to choose from in the U.S. alone, having varied approaches and strategies, there is much to learn to take full advantage of this dynamic product.Inquiries to sponsor our CEF Conference or for more details about our events please email: CEFN@pristineadvisers.comhttp://www.cefnetwork.com/conf/2013conference.php
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NYU STERN MASTER OF SCIENCE IN RISK MANAGEMENT is an opportunity for an advanced degree in risk management especially tailored to the needs of busy risk management professionals. Go to www.nyu.stern.edu/riskmaster for details.
2013
| Date | Agenda |
| Tuesday January 8, 2013 |
FIRST MEETING of 2013 - The State of Risk Modeling and Analytic Tools |
| Tuesday January 29, 2013 |
Analytics for Hedge Fund Managers and Currency Traders |
| Tuesday February 26, 2013 |
Deconstructing Black-Litterman & Multifactor Risk Models |
| Thursday April 4, 2013 |
Quantitative Strategies and Their Implementation |
| Tuesday April 23, 2013 |
Fifty Shades of ETPs David Abner, Director, Wisdom Tree Asset Management and Matthew Moran from the Chicago Board Options Exchange and Deborah Fuhr, Partner, ETFGI LLP |
| Tuesday May 28, 2013 |
Sharpe Ratio Frontiers & Investment Discovery with Big Data Marcos Lopez de Prado, PhD, Head of Global Quantitative Research, Hess Trading; David Marra, CEO of Arialytics. |
| Tuesday June 25, 2013 |
Jason Hsu, Chief Investment Officer, Research Affiliates Ted Stover, FTSE Americas |
| Tuesday July 23 2013 |
Mary Ann Bartels, BAML Mike Carty, New Millennium Advisors |
| Tuesday August 27 2013 |
TBA |
| Tuesday September 24, 2013 |
TBA Jivendra Kale, Ph.D., CFA, Professor, Saint Mary's College of CA |
| Tuesday October 22, 2013 | TBA |
| WEDNESDAY November 13 2013 |
TBA |
| Tuesday December 10, 2013 |
TBA |
Positions of Interest
Posted 5.3.2013 - Quantitative Algorithmic Trading Researcher – NYC & Chicago
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Hagan-Ricci Group, HRG, is looking for exceptional candidates for a rapidly expanding high frequency quantitative research group.
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Responsibilities:
• Design and develop quantitative trading strategies in equities, ETF’s, futures and options.
• Generate alpha using quantitative and algorithmic approaches by indentifying short term trading signals in a collaborative environment
• Create tools for data analysis to enhance existing algorithms and optimize the trade exploration process
• Automate human-decision based trading strategies; prototype algorithmic trades from trading ideas
• Conduct statistical analysis of market data, historical trends, and relationships
Qualifications:
• Conducting advanced and innovative research in the exact sciences
• Ph.D. degree in math, statistics, machine learning, optimization desired. Will also consider advanced degrees from top schools.
• Programming skills for conducting research
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Compensation: $300,000 - $600,000
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Email MS Word attached resume in confidence to: resume@hrg.net
Reference LBB58-QWAFAFEW, Quant Researcher on subject line.
Please visit us at: http://www.hrg.net/
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posted 04.29.2013 Quantitative Investment Analyst
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New Amsterdam Partners currently has a position available for a Quantitative Investment Analyst. Our firm is a NYC based institutional US equity manager with approximately $2.5 billion under management and a strong long-term track record. Our clients are public pension funds, corporations, foundations and endowments, Taft Hartley pension plans, and brokerage houses.
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The primary responsibilities of the Quantitative Investment Analyst are to produce and maintain model runs, back testing, process diagnostics and routine quantitative reports. Responsibilities will build over time and include investment idea analysis and special projects. Key elements of our investment process involve accounting, finance, and quantitative principles.
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Requirements include:
ü Bachelors degree
ü CFA Level I
ü FactSet
ü Strong quantitative, written and verbal communication skills
ü Strong organizational skills
ü Meticulous attention to detail
ü Ability to meet deadlines
ü Up to 3 years of relevant experience, mix of fundamental equity and quantitative analysis a plus
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Competitive compensation package (salary, bonus, benefits) commensurate with experience.
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Midtown South Manhattan location – convenient to all major mass transit.
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First stage of recruiting process will involve standardized testing. Candidates may also be given a series of job related tests. Background security, reference and credit checks conducted. Respond by email to: qia@napllc.com or fax: (212) 689-3503. No phone calls please.
Links of Interest
About QWAFAFEW-NYC
This is the about page for the New York Chapter...
Contact data:
Email: NYC@qwafafew.org
Chapter Administrator: mhand@qwafafew.org - Moira Hand
President: cmcarty1@earthlink.net - Michael Carty NYC Chapter Co-Founder- 718-846-2125
Program Chair: herbert.blank@rapidratings.com - Herb Blank - 917-992-7852 - NYC QWAFAFEW Chapter Founder & Steering Committee Chair
NYC meetings are usually held on Tuesdays on 43rd Street in Manhattan near Grand Central Station at Patrick Conway's Pub & Restaurant (downstairs), 40 E 43rd St (between Madison & Vanderbilt), NY, NY 10017 – ½-block from Grand Central Station). For this year's schedule, please see Schedule Tab
To receive email notifications direct to your inbox, please visit www.quaffers.org, fill in info form on top right-hand side of page, receive confirmation e-mail, and click on link inside that e-mail.
To RSVP: Email nyc@qwafafew.org and put date of event you wish to attend in Subject Line. In text body, please provide the names, phone numbers, organizations (if any), emails, and membership status for each attendee.
Membership: See Membership tab
NYC Steering Committee
QWAFAFEW-New York Steering Committee
- C. Michael Carty, President
- Herbert Blank, Chair
- Phil Bennett
- Susan Hume
- Toby Kovacs
- Charles Krueger
- Stanley Levine
- Ed Matluck
- Richard Michaud
- Jessica Mitra
- Jesse Noel
- Merav Ozair
- Michael Segal
- Sol Steinberg
SPECIAL THANKS TO LEV SELECTOR for providing the www.quaffers.org Website and donating the domain and space to the group!
If you wish to volunteer for our steering committee, please contact nyc@qwafafew.org
2013ApplicationNYC
More elegant Word version available in New York file section or by e-mailing hblank@qwafafew.org.
Prior Events
Prior Meetings During 2012
Tuesday January 24, 2012- FIRST MEETING of 2012; Retirement Investing
Ron Ryan, Ryan ALM; Frederic Siboulet, iEpsilon
Tuesday February 28, 2012 ESG Night
Indrani De, New Amsterdam Partners; Andre Bertolotti, Quotient Investors
Tuesday; March 27, 2012 ETF Allocation & Index Research
Ted Theodore, Avatar Associates; Jennifer Bender, MSCI
Monday April 16, 2012 "My Life as an Empiricist - A Conversation with Sam Eisenstadt" =- moderated by Herb Blank
Tuesday April 24, 2012 ETF/ETP Night, "Managing Tail Risk" Matt Moran, CBOE - "Market Neutral ETFs" Kishore Karunakaran, QUant Shares
Tuesday May 8, 2012 Michael Markov, MPI, "Hedge Fund Replication"
Tuesday May 22, 2012, Evan Schulman, Tykhe Inc., "Debt vs. Sales Certificates" & C. Michael Carty, New Millennium Advisors, "Liability-Driven Investing"
MONDAY June 25, 2012 Philip Bennett, Deutsche Asset Management, Merav Ozair, NYU, and Jeff Bonaventura, CQF Recruitment
Tuesday July 24, Mary Ann Bartels Merril Lynch and Florina Klingbaum, Clear ALternatives
Tuesday August 28, Daniel Satchkov, RiXTREMA; Barry Schachter, gloriamundi.org; Raphael Douady RiskData
Thursday September 27, Richard Michaud PhD, New Frontier Advisors; Ziad Abdelnour, Blackhawk Capital Partners
Prior QWAFAFEW-NYC meetings during 2010
December 8 2010 - "Equity Risk Models, Option Pricing Models, Expected Life Spans, and Sustainability" - Dan DiBartolomeo, Northfield Information Systems & "Components of Sustainability" - Gail Doolin, Thomson Reuters
November 17 2010 - "Running the Numbers on High Yield Bonds" - Martin Fridson of BNP Paribas & "Diversification, Optimization & Liquidity" - Max Golts of Bay Hill Capital
November 9, 2010 - "Chasing Bernie Madoff" - Harry Markopolos, Frank Casey, Michael Ocrant, and Erin Arvedlund
October 26, 2010 - Imputed Correlations & 2 Years After the Meltdown with Matthew Rothman of Barclays Capital & Don Alexander of RSD Solutions and NYU
September 28, 2010 - Risk Management Modeling
Boryana Racheva-Iotova, President -FinAnalytica, "Beyond Fat Tails: Reshaping Risk and Return - Modeling financial returns, derivatives pricing, and hedging in fat-tailed markets"
Steven Greiner, Director of Risk Management Research, FactSet, "Beta is not Sharpe Enough" - Tests of the G-Factor
August 24, 2010 - "Actionable Data"
Richard Brown, Global Business Manager for Machine Readable News - ThomsonReuters, "Incorporating News and Sentiment Analysis into Trading and Investment Strategies"
Robert Gay, Owner and Founder, GEARS (Global Equity Analytic & Research Services), "Evaluating ETFs for Investment Using Quantified Fundamentals“
July 20 - "Leadership Trends and ETP Suitability for Clients"
Mary Ann Bartels, MD-U.S. Technical and Market Analysis, B of A Merrill Lynch Global Research, “Leadership Trends: Where Do We Go From Here?”
Mike Carty, Principal and Founder, New Millennium Advisors, “Suitability of ETPs for Deployment in Taxable Client Accounts”
June 29, 2010 – “ETF Strategies"
Joanne M. Hill, PhD, Head of Investment Strategy, ProShares and ProFund Advisors, “Leveraged and Inverse ETFs: Trends, Strategies, and Return Dynamics”
Marvin Appel, PhD, President, Appel Asset Management, “Active Asset Allocation Strategies for ETFs”
William M. Funk, Esq., Law Office of William M. Funk, “What Taxable Investors Should Know About ETFs – A Brief Overview”
Presentations - 2010-06-29-qw-ny-Hill.pdf, also 2010-06-29-qw-ny-Appel.ppt
June 16, 2010 - "Data Cleanliness, Test Design, and Applied Data Analysis"
Marcus Bogue, Charter Oak Systems;
Ed Matluck, HedgeMetrics;
Dirk Renick, ThomsonReuters Starmine
Moderator: Bill Rafter, MathInvest
Thanks to Thomson Reuters for underwriting a portion of this event
May 25, 2010 – “Focus on Analysts’ Estimates”
Joseph Mezrich, Nomura Securities
Carson Boneck, SystematIQ
April 27, 2010 - “Index Trading Strategies”
Matt Moran, VP, Chicago Board Options Exchange - "Diversification And Risk Management Strategies In Times When Volatility And Correlations Hit Record Highs"
Presentation 2 - David Abner, VP-Institutional Sales, Wisdom Tree - “ETF & ETP Trading Strategies”
2010-03-23- Joint Meeting with PRMIA – “Quantitative Risk Management Research Night”
Presentation 1 - Bill Margrabe, President, William Margrabe Group -"He Fell Hard for a Beautiful Model, but Ended Up Jobless, Broke, Hurt, and Confused" - Failures and successes of financial risk models and those who use them, with applications to financial disasters of the last two decades.
Presentation 2 - Jennifer Bender – Vice President of Applied Research, MSCI BARRA –
"Optimization Analytics".
2010-02-23 “About Black Swans and Stress”
Presentation 1 – James P. O'Shaughnessy, O'Shaughnessy Asset Management - "The Same Old Bear" - about recent bear market.
Presentation 2 – Raphael Douady - Riskdata - "The StressVaR: a New Risk Concept for Superior Fund Allocation".
2010-01-26- “Kickoff Meeting for 2010”
New York Presentation 1 – Ron Ryan, Ryan ALM “What Happened in 2009 – What’s In Store for 2010?”
How did pension assets and liabilities perform? How realistic are plan actuarial assumptions now? Presentation 2 – Mark Sladkus, Red Light House Investment Management,
“The Importance of Asset Allocation in Achieving Investment Goals”
MemAppPrincetonNJandNYC
MEMBERSHIP APPLICATION for 2012 - QWAFAFEW Princeton
Date: __________
Last Name*: ____________________ First: ___________________ M or F ___
Organization (or Independent): ___________________________________________
Address: ______________________________ City: ________________ State: ____
Phone*: __________ e-mail address*: ____________________________________
Amount Enclosed ______________ ($50 for QWAFAFEW-Princeton).
___ Indicate if this is partial payment because portion of dues were pre-paid at a prior meeting.
Check or Cash? ________ (Please make checks payable to “QWAFAFEW”, No Plastic)
* - required field
Please note the membership is for this calendar-year only.
The name QWAFAFEW (pronounce “quaff-a-few”) is intended as a double entendre. The acronym is derived from Quantitative Work Alliance for Applied Finance Education and Wisdom. The organization provides a collegial forum to promote the sharing of analytical research pertinent to the investment industry. QWAFAFEW is a not-for-profit professional society.
Please mail checks to
Mr. C. Michael Carty, President
QWAFAFEW-NYC Metro
87-32 97th Street
Woodhaven, NY 11421
(718) 846-2125
Attending Regular Meetings
Current SF Chapter Meeting Venue: L'Olivier French Restaurant
Use acteva link on the meeting announcement page to register for the meeting or to purchase annual membership. QWAFAFEW members who have already paid their 2010 dues do not need to register.
Membership & Inquiries: Annual membership fee is a $60. Members will enjoy free attendance at meetings. One time registration is $20 and covers refreshments. To be added/removed to the SF QWAFAFEW mailing list please send email to mailinglist.sf@qwafafew.org. For general inquiries, please send email to sanfrancisco@qwafafew.org
San Francisco QWAFAFEW Steering Committee
Jim Quinn, Quantal International - SF chapter chairman
Members (Alphabetical Order):
Anna Coppola, Flagship Global, Inc.
Ralph Goldsticker, Mellon Capital
ManagementJohn Lederle, Bank of the West
Rosy Macedo, Thomas J Watson Fellowship Program
Robert Maxim, Duff & Phelps
Irene Rusman, Oracle
Seth Stafford, Oracle
Tjisana Lewis, Intel
Walt French, Nuveen Investments
Steering Commitee
Chicago QWAFAFEW Steering Committee (in Alphabetical Order):
Mr. Sanjay Arya, Morningstar, sanjay.arya@morningstar.com
Mr. Adam Cohen, Zacks Investment Research, Inc., adamc@zacks.com
Dr. Barry Feldman, Russell Investments, bfeldman@russell.com
Mr. Matthew Moran, Chicago Board Options Exchange
Chicago QWAFAFEW Steering Committee Members – Emeritus:
Ms. Melanie Angers, mangers@chicagobooth.edu
Mr. David Barone, Collins Stewart, Inc.
Dr. Keith Black, CAIA Association, kblack@caia.org
Dr. Michele Gambera, UBS Global Asset Management (Americas) Inc.
Dr. Peter Jankovskis, OakBrook Investments
Mr. David O’Brochta, Goldman Sachs
Mr. Ranga Nathan, InvestMatrix Inc., RNathan@InvestMatrix.com
Mr. Richard Seefeldt, Meritage Capital, L.P.
Ms. Hilary Till, Premia Capital Management, LLC, and Co-editor, Intelligent Commodity Investing, info@premiacap.com
Ms. Melissa Van Hees, Concordia Advisors, LLC
Steercom
Herbert Blank; John Brunjes; Robert Buzdon; Chirag Dave, Jason Gingerich; Krista Kennedy; Kevin Manley; James Q. Rice, Antonino.Rossisito; To volunteer for the steering committee, please email hartford@qwafafew.org
ABOUT QWAFAFEW [pronounced quaff-a-few], the Quantitative Alliance for Applied Finance Economics & Wisdom, is an informal professional association with chapters in various cities throughout the globe since 1990. A typical QWAFAFEW meeting includes topics of discussion on quantitatively oriented investment industry issues along with the opportunity to network, relax, and enjoy libations. Please visit new users’ groupsite www.quaffers.org and official organization site www.qwafafew.org to learn more about the organization, its resources, and the events held by our many chapters. Our dress code, rules of “etiquette” and everything else are strictly casual.
Please see the QWAFAFEW-Hartford home page at www.qwafafew-hartford.com.
For announcements for all chapters, past announcements, past presentations, and the latest changes and additions to event notices, please visit www.quaffers.org and www.qwafafew.org.
QWAFAFEW Investment Society linked-in Discussion page. The URL is http://www.linkedin.com/e/gis/59644/530E700BF98A
Buffet Lunch & Networking Included
Join the Hartford CFA Society for a fall mini-conference with four speakers, luncheon, and social hour
Thursday September 29 2011, 11:30 AM - 5:30 PM
at the Hartford Club at 46 Prospect Street in Hartford CT -
Futuremeetings
Monday November 8, 2010
Actionable Data: Collecting, Refining, Scrubbing and Testing
Speakers:
Marcus Bogue, Charter Oak SYstems'
Richard Brown, Thomson Reuters Machine-Readable News Division
Kevin Means, Alpha Equity LLC
Moderator TBA
3 presentations followed by a panel discussion.
Please save the date in your calendar. Bios to be added soon.
QP Steering Committee
Herb Blank; Brian Fullerton; Susan Hume; Bill Rafter
Prior Events
Thursday December 9, 2010 - Minimum Variance Portfolios; Ruben Falk, Capital IQ; Discussants: Susan Hume, TCNJ; Bill Rafter, Mathinvest - at the Nassau Club
Quantitative Equity Strategies and Signals - Wednesday, October 6, 2010
5:15 PM – 7:45 PM in Princeton, NJ; Speakers: Joseph Mezrich, Managing Director and Head of Quantitative Strategies, Nomura Securities International; Dave Allen, Director of Buy-Side Sales, First Coverage; Moderator: Herb Blank, Rapid Ratings International
May 12, 2010
QWAFAFEW Princeton, NJ - click here for full details: 2010-05-12-nj.doc
Topic: Data Mining: The Good, the Bad, and the Ugly
Panelists:
Kushal Kshirsagar, Ph.D., Markov Proc.
William Rafter, Mathematical investment Decisions
Richard Suttmeier, ValuEngine
Moderator: Herbert Blank, Rapid Ratings International
5:15 PM – 7:45 PM at Nassau Club, 6 Mercer Street, Princeton, NJ
Thanks to ValuEngine for underwriting a portion of this event
Wednesday February 24, 2010
QWAFAFEW Princeton, NJ - Nassau Club, 6 Mercer Street
Topic - ETFs
- Intro to the ETF Marketplace and Introductions – J. Prestbo
- “ETF Research Challenges” - D. McDonald
- “Behind ETF Fixed Income Indexes” – N. Wardley
- “ETF Trading Strategies” – D. Abner
Thanks to ValuEngine for underwriting a portion of this event
October 20, 2009 in Princeton NJ at the Nassau Club - 6 Mercer Street
"Algorithmic Trading: New Directions and Measuring Efficacy"
Moderator: Brooke Allen, Head of Quantitative Trading Group, Maple Securities USA.
Panelists:
- William Adiletta, President, TekFinancial Solutions
- Robert Golan, Information Rules Architect, DB Mind Technologies
- James Wong, Manager- Algorithmic Analytics, ITG
Thanks to William Adiletta and TekFinancial Solutions for sponsoring this meeting
Past Chicago QWAFAFEW Meetings (2005 - 2007)
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2007 CHICAGO QWAFAFEW MEETINGS
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December 6, 2007
“The Sixth Annual Chicago QWAFAFEW Holiday Party: Featuring a Panel Discussion on the Money Management Industry”
PANELISTS:
HEDGE FUNDS: Mr. Keith Black, Associate, Ennis Knupp + Associates
Click here for Mr. Black's Presentation
JOB MARKET: Ms. Kathleen Graham, Principal, HQ Search, Inc.
MUTUAL FUNDS: Mr. John Rekenthaler, Vice President, Research and New Product Development, Morningstar, Inc.
COMMODITIES: Ms. Hilary Till, Principal, Premia Capital Management, LLC, and Research Associate, EDHEC Risk and Asset Management Research Centre
Click here for Ms. Till's Presentation
November 15, 2007
“Innovations in Commodity Futures Trading”
PANELISTS:
Mr. George Dowd, Director, Fimat USA
Dr. Paul Kaplan, Vice President, Quantitative Research, Morningstar
Click here for Dr. Kaplan's Presentation
Ms. Hilary Till, Principal, Premia Capital Management, LLC and Co-editor, Intelligent Commodity Investing
Click here for Ms. Till's Presentation
September 27, 2007
“Portfolio Management and the Volatility of Volatility Indexes”
Click here for presentations from this event
PANELISTS:
Mr. Keith H. Black, CFA, Ennis Knupp + Associates
Ms. Kelly Haughton, Strategic Director, Russell Indexes
Mr. Paul Kepes, Managing Director, Chicago Trading Company (CTC)
Mr. David E. Kuenzi, Head of Risk Management and Quantitative Research, Glenwood Capital Investments, LLC
Mr. Dominic Salvino, Group One Trading
June 14, 2007
“New Developments in Exchange-listed Derivatives: Volatility, Credit, Portfolio Margining, and ETNs”
Click here for a summary of this event
PANELISTS:
Mr. Douglas J. Engmann, Senior EVP and Managing Director of Equities, FIMAT USA
Click here for Mr. Engmann’s Presentation
Mr. Philippe El-Asmar, Managing Director, Barclays Capital
Mr. Ben Londergan, Co-CEO of Group One Trading
Click here for Mr. Londergan’s Presentation
Dr. Izzy Nelken, President of Super Computer Consulting
Click here for Dr. Nelken’s Presentation
April 19, 2007
“PENSION FUND RISK MANAGEMENT”
PANELISTS:
Mr. Aaron Meder, Head of Asset-Liability Investment Solutions, Americas, UBS
Click here for Mr. Meder's Presentation
Mr. Eric Friedman, Consultant, Watson Wyatt
Click here for Mr. Friedman's Presentation
April 5, 2007
“A PANEL DISCUSSION WITH THE CHICAGO AUTHORS OF INTELLIGENT COMMODITY INVESTING”
PANELISTS:
Mr. Rian Akey, Vice President and COO, Cole Partners
Click here for Mr. Akey's Presentation
Mr. Thomas Idzorek, CFA, Vice President, Director of Research and Product Development, Ibbotson Associates
Ms. Hilary Till, Principal, Premia Capital Management, LLC and Co-editor, Intelligent Commodity Investing
Click here for Ms Till's Presentation
February 22, 2007
“CORPORATE GOVERNANCE AND FINANCIAL ETHICS”
SPEAKERS:
Mr. Timur Gök, Instructor of Finance, Northern Illinois University and Regional Co-Director of the Chicago chapter of Professional Risk Managers' International Association (PRMIA)
Click here for Mr. Gök’s Presentation
Mr. John Boatright, Professor of Business Ethics, Graduate School of Business at Loyola University Chicago
Click here for Mr. Boatright's Presentation
January 30, 2007
“INNOVATIVE FACTORS IN EQUITY MODELING”
SPEAKERS:
Mr. Carson Boneck, Senior Quantitative Analyst;
and Mr. Jason Hans, Senior Quantitative Analyst, Quantitative Services Group (QSG)
Click here for Mr. Boneck’s and Mr. Hans’ Presentation
Mr. Rawley Thomas, President, LifeCycle Returns, Inc.
Click here for Mr. Thomas' Presentation
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2006 CHICAGO QWAFAFEW MEETINGS
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December 7, 2006
“The Fifth Annual Chicago QWAFAFEW Holiday Party: Featuring a Panel Discussion on the Money Management Industry”
SPEAKERS:
Mr. Jim Bianco, President, Bianco Research
Click here for Mr. Bianco’s Presentation
Mr. Woo Cha, Vice President, Credit and Event Group, Mesirow Advanced Strategies
Ms. Kathleen Graham, Principal, HQ Search, Inc.
Mr. Gregg Wolper, Senior Analyst, Morningstar
October 12, 2006
“Valuing Intangibles in the Financial Markets”
SPEAKERS:
Mr. Keith Cardoza, President, Ocean Tomo Asset Management
Topic: "Valuing Patents"
Click here for Mr. Cardoza’s Presentation
Mr. Richard Luss, Senior Research Associate, Watson Wyatt
Topic: "Valuing Human Capital"
September 28, 2006
“International Investing”
SPEAKERS:
Dr. Stefano Cavaglia, Managing Director and Head of Global Quantitative Strategies, UBS O'Connor LLC, Chicago
Topic: "Global Style Investing"
Dr. Michele Gambera, Senior Research Consultant and Chief Economist, Ibbotson Associates, Chicago
Topic: "How Much Country Bias Do You Need?"
June 15, 2006
“New Research Into Indexing, Benchmarking and Performance Measurement”
SPEAKERS:
Mr. Keith Black, Assistant Professor of Investments,
Stuart Graduate School of Business at the Illinois Institute of Technology
Click here for Mr. Black’s Presentation
Dr. Paul Kaplan, Vice President of Quantitative Research, Morningstar
Click here for Dr. Kaplan’s Presentation
Mr. Ron Surz, President, PPCA, Inc.
Click here for Mr. Surz’ Presentation
May 31, 2006
“New Developments in Natural Resources Investing”
SPEAKERS:
Mr. John FitzGibbon, Investment Analyst, Lighthouse Partners, LLC
Mr. Robert Ray, Senior Vice President of Business Development, Chicago Board of Trade
click here for Mr. Ray’s presentation
Mr. Michael Songer, President, Spectrum Asset Management, LLC
click here for Mr. Songer's presentation
Mr. Jon Stein, Chief Strategic Officer and Co-CIO, AlphaMetrix Investment Advisors, LLC
click here for Mr. Stein’s presentation
Ms. Hilary Till, Principal, Premia Capital Management, LLC and Co-editor, Intelligent Commodity Investing
click here for Ms. Till’s presentation
click here for Ms. Till’s article
March 23, 2006
“Competition Among Exchanges and What it Means to Chicago and the Financial Industry”
SPEAKERS:
EQUITY EXCHANGES: Mr. Mike Cormack, Executive Vice President, NYSE Group
OPTIONS EXCHANGES: Mr. Richard DuFour, Executive Vice President of CBOE
EXCHANGE COMPETITION: Dr. Michael Gorham, Director of the Illinois Institute of Technology Center for Financial Markets, Stuart School of Business
click here for Dr. Gorham's presentation
FUTURES EXCHANGES: Mr. Russ Rausch, EVP Global Support and CIO of Trading Technologies
click here for Mr. Rausch's presentation
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2005 CHICAGO QWAFAFEW MEETINGS
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December 1, 2005
“A Panel Discussion on the Money Management Industry”
PANELISTS:
MUTUAL FUNDS: Mr. Chris Davis, Fund Analyst for Morningstar
click here for Mr. Davis' presentation
JOB MARKET: Ms. Kathy Graham, Principal of HQ Search, Inc.
click here for Ms. Graham's presentation
COMMODITIES: Mr. David Hightower, President of The Hightower Report
click here for Mr. Hightower's presentation
FUND OF FUNDS and CREDIT DERIVATIVES: Mr. David Kuenzi, Head of Risk Management and Quantitative Research at Glenwood Capital Investments, LLC
click here for Mr. Kuenzi's presentation
FIXED INCOME: Ms. Melissa Van Hees, Director of Risk Management for BRI Partners LLC
click here for Ms. Van Hees' presentation
October 20, 2005
“Finding Alpha in Equity and Fixed Income Markets”
SPEAKERS:
Dr. Patrick Caragata, Managing Director and CEO of Rapid Ratings
click here for Dr. Caragata's presentation
Ms. Karla Atas, Director of Quantitative Research for Starmine
click here for Ms. Atas’ presentation
September 29, 2005
“Investing in Commodities via Fund-of-Funds, Indices, and/or Single Managers
Plus Traits of Successful Traders”
PANELISTS:
Mr. Rian Akey, Vice President & COO of Cole Partners
click here for Mr. Akey’s presentation
Mr. Steve Allen, Managing Member, Preservation Capital
click here for Mr. Allen’s presentation
Mr. Alan Konn, Principal, Uhlmann Price Securities, LLC
click here for Mr. Konn’s presentation
Ms. Cari Lynn, Author of
"Leg the Spread: A Woman's Adventures Inside the Trillion-Dollar Boy's Club of Commodities Trading"
click here for information on Ms. Lynn’s presentation
Moderator: Ms. Hilary Till, Principal, Premia Capital Management, LLC
click here for information on Ms. Till’s presentation
click here for Ms. Till’s article
July 14, 2005
“The Future of Social Security: The Impact on U.S. Markets and the Economy”
Co-sponsor: University of Chicago Graduate School of Business Alumni Global Finance Roundtable (Chicago)
PANELISTS:
Mr. Mark J., Warshawsky, Assistant Secretary for Economic Policy, U.S. Department of the Treasury;
Dr. Robert Z. Aliber, Woodrow Wilson International Center for Scholars (Fellow, September 2004 - May 2005) and Professor of International Economics and Finance (retired), Graduate School of Business, University of Chicago; and
Dr. Randall Kroszner, Professor of Economics, Graduate School of Business, University of Chicago.
Introductions: Mr. Richard Seefeldt, BRI Partners LLC.
Tuesday, June 21, 2005
"Opportunities in New Exotic Financial Instruments – Closed-end Funds, Hedge Funds and Structured Products"
Co-Sponsor: Structured Products Association
PANELISTS:
Mr. Keith A. Styrcula, Chairman of the Structured Products Association, and VP, JP Morgan Chase Equity Derivatives
Mr. John Larkin, Managing Director, HFR (Hedge Fund Research) Asset Management
Mr. Paul C. Williams, Managing Director, Nuveen Investments
Recap of the event - link
Picture from the event - link
(Left to Right): David Barone, Turning Point Securities (QWAF SC); Ranga Nathan, InvestMatrix Inc. (QWAF SC);
Paul Williams, Nuveen Investments (speaker); Keith Styrcula, Structured Products Association and
JP Morgan Chase (speaker); Matthew Moran, CBOE (moderator and QWAF SC);
John Larkin, HFR Asset Management (speaker); Barry Feldman, Prism Analytics (QWAF SC);
and Hilary Till, Premia Capital (QWAF SC). (SC: steering committee)
May 17, 2005
“Forecasting the Markets and the Economy”
SPEAKERS:
Ms. Elaine Garzarelli, Garzarelli Research, Inc.
Dr. David Mirza, Loyola University, Chicago
April 21, 2005
“Electronic Trading and Understanding the DNA of a Trader”
Mr. Ben Van Vliet, Associate Director of the M.S. in Financial Markets program, Stuart Graduate School of Business, Illinois Institute of Technology in Chicago, and
Mr. David Norman, Director of Market Technology at the Center for Financial Markets, IIT, and Chairman of the Institute for Market Technology.
February 17, 2005
“Risk Measures for Institutional Portfolios”
Dr. Paul Kaplan, Ph.D., CFA, Chief Investment Officer, Morningstar Associates LLC
click here for Dr. Kaplan’s presentation
Mr. Michael Lindh, CFA, CPA, Richards & Tierney, Inc.
click here for Mr. Lindh’s presentation
January 27, 2005
"Behavioral Finance, Options and Volatility”
Slides for all presentations available by clicking on presentation titles
Professor Allen Poteshman, University of Illinois at Urbana-Champaign, on “Options Trading and Stock Price Movements;”
Mr. Scott Nations, Fortress Trading, on “Behavioral Skew and Equity Options Volatility;”
and
Professor Keith Black, Stuart School of Business at the Illinois Institute of Technology, on “How the VIX Ate My Kurtosis”
Picture from the event: (Left to right on top): SC member Mr. Ranga Nathan, Prof. Keith Black, Prof. Allen Poteshman, Mr. Scott Nations, SC member Mr. David Barone, SC member Mr. Adam Cohen, CFA, (left to right on bottom) SC member Dr. Barry Feldman, and SC member Mr. Matthew Moran.
Past Chicago QWAFAFEW Meetings (2002 - 2004)
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2004 CHICAGO QWAFAFEW MEETINGS
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December 2, 2004
"The Third Annual Chicago QWAFAFEW Holiday Party: Featuring a Panel Discussion on the Money Management Industry”
JOB MARKET: Ms. Kathy Graham, Principal, HQ SEARCH, INC,
click here for Ms. Graham’s presentation;
MUTUAL FUNDS: Mr. Kunal Kapoor, Director, Mutual Fund Analysis, MORNINGSTAR,
click here for Mr. Kapoor’s presentation;
FUND OF HEDGE FUNDS: Ms. Galina Kalcheva, Consultant, IBBOTSON ASSOCIATES,
click here for Ms. Kalcheva’s presentation;
IPO’s: Dr. Josef Schuster, Founder, IPOX Schuster LLC,
click here for Dr. Schuster’s presentation; and
COMMODITIES: Mr. Thomas Clark, Manager, Commodity Product Sales, Chicago Mercantile Exchange;
click here for information on Mr. Clark’s presentation
September 30, 2004
“Are Bonds the Answer? Pension Solutions & Fixed Income’s Indispensable Role in Asset Allocation”
Mr. David Hershey, Director of Research, Lotsoff Capital Management,
click here for Mr. Hershey’s presentation
click here for Mr. Hershey’s prepared remarks
Mr. Ron Ryan, Chief Financial Architect, Ryan ALM, Inc.
May 20, 2004
"Modeling Foreign Currency Markets for Risk Management”
Mr. Michael Wilcox, President, ALFORD ASSOCIATES, INC.
click here for Mr. Wilcox’s presentation
Mr. Ulf Lindahl, Chief Investment Officer, A.G. BISSET & CO.
April 29, 2004
“Challenges Facing the Financial Services Industry”
Mr. Michael Henkel, President, IBBOTSON ASSOCIATES
Mr. Ian McDonald, Reporter, WALL STREET JOURNAL
Ms. Jeannette Lewis, Senior Special Counsel for Regulation, Midwest Regional Office, SECURITIES AND EXCHANGE COMMISSION.
MODERATOR: Ms. Patricia Gillman, Counsel, SEYFARTH SHAW.
March 25, 2004
“Volatility and Enhanced Returns”
Dr. Joanne Hill, Managing Director, GOLDMAN SACHS
click here for Dr. Hill’s presentation
Dr. Izzy Nelken, President, SUPER COMPUTER CONSULTING, INC.
click here for Dr. Nelken’s presentation
Mr. Gary Lahey, Adjunct Lecturer, ITT CENTER FOR LAW AND FINANCIAL MARKETS
click here for Mr. Lahey’s presentation
Mr. Jon “Dr. J” Najarian, Chief Market Strategist, PTI SECURITIES
Click here for picture from event: Dr. Barry Feldman, Ibbotson Associates; Mr. Matthew Moran, CBOE; Ms. Hilary Till, Premia Capital; Dr. Joanne Hill, Goldman Sachs; and Mr. Gary Lahey, IIT Center for Law and Financial Markets.
February 19, 2004
“Venture Capital: Due Diligence and Risk Monitoring”
Mr. Peter Stavros, Vice President, GTCR
click here for Mr. Stavros’ presentation
Ms. Melissa Van Hees, Director of Risk Management, BRI Partners LLC
click here for Ms. Van Hees’ presentation
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2003 CHICAGO QWAFAFEW MEETINGS
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December 4, 2003
“Second Annual Chicago QWAFAFEW Holiday Party: Featuring a Panel Discussion on the Money Management Industry in Chicago”
A Joint Meeting with the Chicago Chapter of 100 Women in Hedge Funds
PANELISTS:
DERIVATIVES MARKETS: Mr. Rick Redding, Managing Director, Index Products, Chicago Mercantile Exchange;
MUTUAL FUNDS: Mr. Kunal Kapoor, Associate Director of Fund Research, Morningstar;
click here for Mr. Kapoor’s presentation
PENSION FUND CONSULTING: Mr. Bill Lowery, CEO, Lowery Asset Consulting;
HEDGE FUNDS: Ms. Kristin Fox, Executive Editor, HedgeWorld; and
JOB MARKET: Ms. Kathy Graham, Principal, HQ Search, Inc.
click here for Ms. Graham’s presentation
October 16, 2003
"Due Diligence and Portfolio Construction in Funds-of-Hedge-Funds”
Ms. Kristin Fox, Executive Editor, HedgeWorld
Mr. Marty Kaplan, Managing Director and Investment Committee Member, Mesirow Advanced Strategies
click here for Mr. Kaplan’s presentation
Mr. David Gordon, Vice President and Investment Committee Member, Glenwood Capital Investments LLC
September 25, 2003
“Performance Enhancement Through Short Sales”
Mr. Brian Burda, CFA, Director of Quantitative Research, Schwab Capital Markets Investment Analytics
Mr. Howard Eisen, Director of Prime Brokerage Services, ABN Amro.
click here for Mr. Eisen’s presentation
August 21, 2003
“Portfolio Performance Enhancement Through Better Firm Level Analysis”
Dr. Peter M. Jankovskis, Director of Research, OakBrook Investments, LLC
click here for Dr. Jankovskis’ presentation
Mr. Rawley Thomas, President, LifeCycle Returns, Inc.
click here for Mr. Thomas’ articles
May 15, 2003
“Hedge Fund Policy Allocation and Due Diligence”
Dr. Renato Staub, Director, UBS Global Asset Management
click here for a summary of Dr. Staub’s paper
click here for Dr. Staub’s presentation
Mr. Michael Jawor, Glenwood Capital Investments, LLC
April 24, 2003
“New Research on Equity Indices”
Dr. Paul Kaplan, Director of Research, Morningstar
Mr. Sanjay Arya, Director of Morningstar Indexes
click here for the Morningstar presentation
Mr. James Quinn, University of California-Berkeley
Mr. Frank Wang, University of California-Berkeley
click here for Mr. Quinn and Mr. Wang’s presentation
March 20, 2003
“Derivatives, Volatility, and Hedge Funds”
Dr. Izzy Nelken, President, Super Computer Consulting, Inc.
click here for Dr. Nelken’s article
Mr. Sheldon Natenberg, Chicago Trading Company
click here for Mr. Natenberg’s presentation
Ms. Hilary Till, Principal, Premia Capital Management, LLC
click here for Ms. Till’s article
click here for Ms. Till’s presentation
February 20, 2003
“Derivatives Applications in Fixed Income Portfolios”
Dr. Cadmus Hicks, Vice President, Nuveen Investments
click here for Dr. Hicks’ presentation
Mr. Matthew O’Connor, Vice President, Lehman Brothers
click here for Mr. O’Connor’s presentation
January 16, 2003
"Efficiency Issues in Accessing and Hedging International Exposure"
Mr. James Davison of Barclays Global Investors
Mr. Josh Ortego of Susquehanna Investment Group
Mr. Giovanni Ford of MSCI
click here for Mr. Ford’s presentation
Moderator: Mr. Matthew Moran, Chicago Board Options Exchange
click here for Mr. Moran’s introduction
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2002 CHICAGO QWAFAFEW MEETINGS
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December 5, 2002
“Chicago QWAFAFEW Holiday Party:
Featuring a Panel Discussion on the
Money Management Industry in Chicago”
FIXED INCOME: Dr. Cadmus Hicks, Vice President, Nuveen Investments
click here for Dr. Hicks’ presentation
EQUITY MUTUAL FUNDS: Mr. Scott Cooley, Editor of Morningstar Mutual Funds
PENSION FUND CONSULTING: Ms. Geeta Kapadia, Associate Consultant, Stratford Advisory Group
click here for Ms. Kapadia’s presentation
HEDGE FUNDS: Mr. Joseph Campise, Vice President, Banc of America Securities
click here for Mr. Campise’ presentation
JOB MARKET: Ms. Kathy Graham, Principal, HQ Search, Inc.
click here for Ms. Graham’s presentation
MODERATOR: Dr. Peter Jankovskis, Director of Research, OakBrook Investments
October 24, 2002
“Diversified Hedge Fund Investing”
Mr. Gary Knapp: “A Volatility Balanced Approach to Constructing a Diversified Hedge Fund Portfolio”
click here for Mr. Knapp’s presentation
Mr. Matthew Moran, Chicago Board Options Exchange: “Hedge Fund Indexes”
click here for Mr. Moran’s presentation
September 19, 2002
“Optimized Execution in the Security and Derivatives Markets”
Mr. Scott Morris, Managing Director, The Hull Group/Goldman Sachs
click here for Mr. Morris’ presentation
Mr. John Lothian, President, Electronic Trading Division, The Price Futures Group, Inc.
August 22, 2002
“Portfolio Construction and Risk Management In Alternative Investments”
Dr. Barry Feldman, Ibbotson Associates
click here for a summary of Dr. Feldman’s paper
click here for Dr. Feldman’s presentation
Ms. Hilary Till, Premia Capital Management, LLC
click here for Ms. Till’s article
click here for Ms. Till’s presentation
(Warning: Large File Size: Ms. Till’s presentation is 2.6 MB.)
July 18, 2002
“Small Cap Investing: Which Benchmarks to Use, and What are the Tradeoffs Between Active and Passive Investing”
Dr. Peter Jankovskis, OakBrook Investments
click here for Dr. Jankovskis’ paper
click here for Dr. Jankovskis’ presentation
Ms. Geeta Kapadia, Stratford Advisory Group
click here for Ms. Kapadia’s paper
click here for Ms. Kapadia’s presentation
June 20, 2002
“Issues in Improving and Measuring Risk-Adjusted Returns”
Dr. Paul Kaplan, Morningstar
click here for Dr. Kaplan’s presentation
Mr. Matthew Moran, Chicago Board Options Exchange
Ms. Hilary Till, Premia Capital Management, LLC
click here for Ms. Till’s article
click here for Ms. Till’s presentation
(Warning: Large File Size: Ms. Till’s presentation is 2.5 MB.)
May 21, 2002
“Holdings-Based or Returns-Based, Which Form of Style Analysis is Best?”
Dr. Michele Gambera, Morningstar
click here for Dr. Gambera’s presentation
Mr. Peter di Teresa, Morningstar
Dr. Peter Jankovskis, OakBrook Investments
Past 2008 Chicago QWAFAFEW Meetings
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2008 CHICAGO QWAFAFEW MEETINGS
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September 11, 2008
“PENSION FINANCE: ASSET ALLOCATION AND ASSET-LIABILITY MANAGEMENT”
SPEAKERS:
Mr. Ronald J. Ryan, CFA. CEO, Founder, Ryan ALM, Inc.
Click here for Mr. Ryan's Presentation
Click here for Mr. Ryan's Article
Mr. Keith H. Black, CFA, CAIA. Associate, Ennis Knupp + Associates
Click here for Mr. Black's Presentation
February 13, 2008
“OPTIONS IN 2008 - TOOLS TO NAVIGATE MORE VOLATILE MARKETS”
Click here for a summary and presentations from this meeting
Click here for a Chicago Tribune story about this meeting
SPEAKERS:
Mr. Jason Ungar, Director, Ansbacher Investment Management
Mr. John DiBacco, Managing Director, Head of US Equity Derivatives Trading, UBS
Mr. Jon Najarian, cofounder of optionMONSTER
Mr. Joe Cusick, Vice President of Education for optionsXpress
Past 2009 Chicago QWAFAFEW Meetings
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2009 CHICAGO QWAFAFEW MEETINGS
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December 3, 2009
“The Chicago QWAFAFEW Holiday Party:
Featuring a Panel Discussion on the Money Management Industry”
PANELISTS:
Mr. Dennis Chookaszian, Former CEO of CNA Insurance
Topic: Future of the Financial Industry, including mergers & acquisitions, the insurance industry, and financial jobs in Chicago
Mr. Michael Herbst, Associate Director of Fund Analysis, Morningstar, Inc.
Topic: Asset Management Industry
Ms. Hilary Till, Principal, Premia Capital Management, LLC, and Research Associate, EDHEC Risk and Asset Management Research Centre
Topic: Commodities
Mr. Keith Black, Associate, Ennis Knupp + Associates
Topic: Green Investing
Ms. Susan Barreto, Deputy Editor, InvestHedge
Topic: Current and Future Issues for Global Hedge Fund Investors
October 8, 2009
“Financial Crisis: Outlook for Supervision and Exchanges”
PANELISTS:
Dr. George C. Kaufman, J.F. Smith, Jr. Professor of Finance and Economics and Director of the Center for Financial and Policy Studies, Loyola University Chicago; Co-Chair, Shadow Financial Regulatory Committee
Dr. Michael Gorham, Industry Professor of Finance, Stuart School of Business, Illinois Institute of Technology; former Director of the CFTC Division of Market Supervision
February 25, 2009
Click here for a Chicago Tribune story about this meeting
“Diversification, Portfolio Management and Use of New Volatility-based Index Products”
SPEAKERS:
Mr. Srikant Dash, Global Head of Research and Design, Standard & Poor's Index Services
Click here for Mr. Dash's presentation
Mr. Mark Krommenhoek, Principal, Barclays Global Investors
Mr. Keith H. Black, Ennis Knupp + Associates
Click here for Mr. Black's presentation
Mr. Jamie Tyrell, Group One Trading
Mr. Brett Estell, Director, Chicago Trading Company (CTC)
Past 2010 Chicago QWAFAFEW Meetings
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2010 CHICAGO QWAFAFEW MEETINGS
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May 19, 2010
“Innovations in the Commodity Arena”
Speaker Bios from May 19, 2010 Meeting
Moderator:
Paul Kaplan, Ph.D., CFA, Quantitative Research Director, Morningstar Europe; and contributor to Intelligent Commodity Investing
Click here for the audio introduction by Dr. Kaplan
Speakers and Topics:
Keith Black, Ennis Knupp & Associates
Topic: “Multiple Methodologies for Earning Alpha in the Commodity Markets”
Click here for Dr. Black's Presentation
Click here for the audio introduction to Dr. Black's Presentation
Click here for the audio of Dr. Black's Presentation
Scott Burns, Head of ETF Research at Morningstar
Topic: “Exchange-listed Commodity Product -- Different Structures and Their Pros and Cons”
Click here for Mr. Burns' Presentation
Click here for the audio introduction to Mr. Burns' Presentation
Click here for the audio of Mr. Burns' Presentation
Ryan Abrams, AlphaMetrix
Topic: “Innovations in Commodity Investing: Alpha and Beta in Institutional Portfolios”
Click here for Mr. Abram's Presentation
Click here for the audio introduction to Mr. Abram's Presentation
Click here for the audio of Mr. Abram's Presentation
April 22, 2010
"Trading, Liquidity and ETF's"
Speaker Bios from April 22, 2010 Meeting
Moderator:
Mr. Patrick Daugherty, Foley & Lardner, LLP
Speakers and Topics:
Brandon Clark, Vanguard
Topic: ETF Trends and Trading
Click here for Mr. Clark's Presentation
Click here for Mr. Clark's Audio Presentation
Alex Hagmeyer, Quantitative Services Group, LLC
Topic: Is High Frequency Increasing Institutional Trading Costs
Click here for Mr. Hagmeyer's Presentation
Click here for Mr. Hagmeyer's Audio Presentation
Paul Daley, Fox River Execution
Topic: ETF Liquidity
Pictures from Past Chicago QWAFAFEW Meetings
May 19, 2010
"Innovations in the Commodity Arena"
Picture 1
Mr. Scott Burns, Morningstar
Picture 2
(Left to Right) Dr. Paul Kaplan, Morningstar; Dr. Keith Black, Ennis Knupp & Associates;
Mr. Scott Burns, Morningstar; Mr. Ryan Abrams, Alphametrix
June 21, 2005
"Opportunities in New Exotic Financial Instruments – Closed-end Funds, Hedge Funds and Structured Products"
(Left to Right): David Barone, Turning Point Securities (QWAF SC); Ranga Nathan, InvestMatrix Inc. (QWAF SC); Paul Williams, Nuveen Investments (speaker); Keith Styrcula, Structured Products Association and JP Morgan Chase (speaker); Matthew Moran, CBOE (moderator and QWAF SC); John Larkin, HFR Asset Management (speaker); Barry Feldman, Prism Analytics (QWAF SC); and Hilary Till, Premia Capital (QWAF SC). (SC: steering)
March 25, 2004
“Volatility and Enhanced Returns”
Click here for picture from event:
Dr. Barry Feldman, Mr. Matthew Moran, Ms. Hilary Till, Dr. Joanne Hill, and Mr. Gary Lahey.
June 20, 2002
“Issues in Improving and Measuring Risk-Adjusted Returns”
Picture 1
(Left to Right) Mr. Matt Moran, CBOE and Dr. Michele Gambera, UBS
Picture 2
(Left to Right) Ms. Hilary Till, Co-editor, Intelligent Commodity Investing and
Dr. Peter Jankovskis, Oakbrook Investments
Picture 3
(Left to Right) Dr. Michele Gambera, UBS and Dr. Peter Jankovskis, Oakbrook Investments
About QWAFAFEW - Chicago
Chicago QWAFAFEW meetings are normally held from 5 to 7 pm on a day during the third or fourth week of the month at a local venue.
Contact: Chicago@qwafafew.org
To receive email notifications of meetings, please e-mail your request to Chicago@qwafafew.org
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