Upcoming Programs & Events

March 2010
March 11 Peter M. O'Farrell Lecture on Original Thinking in Investing and Finance
Arnold S. Wood, Partner, President and Chief Executive Officer
Martingale Asset Management
March 15 Evolution in Portfolio Management: Fitting in Alternatives
William Eigen, CFA, Director Of Absolute Return Strategies & Portfolio Manager of JPM Strategic Income Opportunities Fund, JPMorgan Asset Management

Robert Kaimowitz, Chief Executive Officer & Portfolio Manager, Bull Path Capital Management

March 23 Applying Technical Analysis to a Fundamental Investment Strategy
David Keller, CMT, Managing Director of Research
Fidelity Investments
March 25 Global Investment Performance Standards (GIPS) 2010
Stephen Gaudette, CFA, Relationship Manager, Northfield Information Services

Ken Robinson, CFA, CIPM, CPA, Director in the Global Investment Performance Standards (GIPS), CFA Institute
March 30 Reflecting Back on Chasing Madoff and his $65 Billion Ponzi Scheme
Harry Markopolos, CFA, CFE
Independent Certified Fraud Examiner

April 2010
April 6 Opportunities in Emerging and Frontier Fixed Income Markets
Michael Cirami, CFA
Eaton Vance
April 8 THINK TWICE: Harnessing the Power of Counterintuition
Michael J. Mauboussin, Chief Investment Strategist
Legg Mason Capital Management
April 13 Value Investing: It Makes Sense and It Works . . .Over Time.
Jean-Marie Eveillard, Senior Vice President
First Eagle Investment Management, LLC
April 15 Boulevard of Broken Dreams: Government as Venture Capitalist?
Josh Lerner, Jacob H. Schiff Professor of Investment Banking
Harvard Business School
April 27 Emerging Markets Equity Seminar
Half-Day Seminar
April 28 Members-Only
Networking Event
April 29 The Outlook for Green Investing: What Can We Learn From Overseas Markets?
Jackson W. Robinson
President and Chief Investment Officer
Winslow Management Company

Sara Elford, CFA
Sustainability Research Analyst
Canaccord Adams