May 22 2013
Past Programs
| Past Events | |
|---|---|
| 5/17/2013 | The Clash of the Cultures: Investment vs. Speculation John C. Bogle, Founder |
| 5/16/2013 | Hedge Fund Advertising
Stan Bornstein, Owner, Dibona, Bornstein and Random and |
| 5/9/2013 | Symposium on Financial Services Cybersecurity, Money Laundering & Analytical Approaches to Detecting and Investigating Fraud Half Day Seminar |
| 5/7/2013 | Sovereign & Country Risk: Impact on Sovereign Bonds, Corporate Bonds and Equities A Panel Discussion |
| 5/1/2013 | BSAS Career Chat: Institutional Portfolio Management Camille Humphries Lee, Institutional Portfolio Manager, MFS |
| 4/11/2013 | Hello, It's Your Career...So Create the Correct Social Story Kathy Graham, Principal HQS, Inc. |
| 4/10/2013 | Frontier vs. BRICs: What Are The Real Emerging Markets? James Johnstone, Managing Director and Director of Frontier Markets Research |
| 4/9/2013 | Algorythmic, High-Frequency and Automated Trading Strategies: What's Under the Hood? Ilya Gorelik, Founder and CEO, Deltix and |
| 4/4/2013 | Senior Secured Loans: Profiting in a Zero Interest Rate Environment A Panel Discussion |
| 4/3/2013 | Impact Investing A Panel Discussion |
| 4/2/2013 | BSAS Career Chat: Endowment/Foundation Consulting Kristin Reynolds, CFA, CAIA Partner, NEPC |
| 3/14/2013 | Sovereign Wealth Funds: From Investment Goals to Asset Allocation Models Patrick Schena, Adjunct Assistant Professor of International Business Relations |
| 3/13/2013 | Bloomberg: Back Testing Factors John Fisher, CFA Equity Markets Specialist |
| 3/12/2013 | Financial Data Analysis with Python Wes McKinney, Co-Founder |
| 3/5/2013 | Global Macro Perspectives David Zervos, Chief Market Strategist and Global Head of Fixed Income Strategy and Economics |
| 2/26/2013 | Emerging Trends in Elite Tier Wealth Management Sterling Shea, Managing Director, Head of Advisory and Wealth Management Programs |
| 2/25/2013 | Bringing Theory to Practice Series Is Doing No Harm Enough? On the Ethics of Pension Liability Valuation John R. Minahan, CFA |
| 2/12/2013 | Annual Market Dinner 2013 Dr. Alan Greenspan, Chairman, Federal Reserve System (1987-2006). |
| 2/7/2013 | BSAS Happy Hour Event Kick-Off 2013 with BSAS! |
| 2/5/2013 | Bringing Theory to Practice Series The Shareholder Value Myth Professor Lynn A. Stout |
| 2/1/2013 | Building Portfolio Optimization Applications with MATLAB Sri Krishnamurthy, CFA |
| 1/31/2013 | Global Macro and Commodity Outlook Francisco Blanch, Managing Director and Head of Global Commodities and Derivatives Research |
| 1/29/2013 | US Municipal Market: State Credit Outlook/Market Opportunities and Risks George Friedlander, Managing Director and Chief Municipal Strategist, Citigroup Investment Research and Analysis and |
| 1/25/2013 | Bringing Theory to Practice Series Life-Cycle Investing: Financial Education and Consumer Protection Professor Zvi Bodie, Ph.D. Norman and Adele Barron Professor of Management |
| 1/24/2013 | A Debate: Is Monetary Policy Too Tight or Too Easy? Edward Ladd, CFA, Chairman Emeritus, Standish Asset Management and |
| 1/23/2013 | How Index Trading Increases Market Vulnerability Rodney N. Sullivan, CFA, Head of Publications and Editor |
| 1/15/2013 | Asset Allocation 2013: What Now? Opportunities and Challenges in Changing Times Full-Day Seminar |
| 1/10/2013 | The Causes of the Foreclosure Crisis Christopher L. Foote, Senior Economist and Policy Advisor, Federal Reserve Bank of Boston and |
| 12/19/2012 | Webinar: Investable Benchmarks and Hedge Fund Liquidity A Panel Discussion |
| 12/6/2012 | A Panel on Latin America: The Next Decade - A Discussion on Policy, Reform and the Investment Landscape A Panel Discussion |
| 12/5/2012 | Catching the Tiger . . .Tail-Risk Mark Kritzman, CFA, CEO, Windham Capital Management and |
| 11/29/2012 | Global Listed Infrastructure: In a Class of its Own Edward P. Keating, Senior Vice President, Client Portfolio Manager |
| 11/27/2012 | Equity Investment in Real Estate Through Public and Private Markets Brad Case, Ph.D., CFA, CAIA Senior Vice President, Research & Industry Information |
| 11/17/2012 | Level I Practice Exam |
| 11/15/2012 | Bringing Theory to Practice Series Keynes the Stock Market Investor David Chambers |
| 11/13/2012 | Advanced Excel for Finance Professionals - November 13, 15 Wall Street Prep |
| 11/1/2012 | Webinar: Manager Selection and Due Diligence: Techniques for Evaluating Implementation Options James P. Dowd, CFA |
| 10/29/2012 | DCF Modeling - October 29 (cancelled), 31; November 8 Wall Street Prep |
| 10/25/2012 | Accessing VIX and Volatility: Dynamics, Features and Portfolio Applications Matthew Moran, Vice President, Chicago Board Options Exchange (CBOE) |
| 10/17/2012 | Massachusetts Congressman Barney Frank |
| 10/3/2012 | The Year of the Dragon: Managing through Macro Driven Markets Duncan W. Richardson, CFA Executive Vice President, Chief Equity Investment Officer |
| 9/27/2012 | Adventures in Whiskey Tasting: An Evening with An Expert Donald Jean, Off Premise Manager |
| 9/19/2012 | The State of the Financial Markets James A. Bianco, President |
| 9/19/2012 | So You Want To Be A CFA Charterholder... William Richardson, CFA |
| 9/18/2012 | Bringing Theory to Practice Series Advisors and Clients: Testing "The Inefficient Management Hypothesis" Arnold S. Wood, President and Chief Executive Officer |
| 9/17/2012 | Financial Modeling - September 17, 20, 24 Wall Street Prep |
| 9/6/2012 | Politics, Economics, and Investments Ronald M. Florance, CFA Managing Director of Investment Strategy |
| 7/31/2012 | Boston Red Sox vs. Detroit Tigers Join BSAS for the game! |
| 7/11/2012 | BSAS Happy Hour Networking Event
|
| 6/21/2012 | U.S. Economic Outlook: A Subpar Recovery With Plenty of Policy Uncertainty David Greenlaw, Managing Director |
| 6/14/2012 | Detecting Financial Shenanigans Dr. Howard M. Schilit, Founder and CEO |
| 6/13/2012 | 66th Annual Boston Security Analysts Society Annual Meeting & Election of Officers  |
| 6/8/2012 | BSAS Career Chat: Investment Product Development
Andrew Rubin, CFA, Investment Capability Manager Fidelity Research & Management Company |
| 5/24/2012 | The Tax Effect on Risk Dan diBartolomeo, President |
| 5/21/2012 | Estimating the Commodity Risk Premium Colin P. Fenton, Managing Director, Global Head of Commodities Research and Strategy |
| 5/17/2012 | The Bankers Who Broke the World Liaquat Ahamed |
| 5/9/2012 | Anatomy of a Venture Deal Larry Bohn, Managing Director |
| 5/3/2012 | Think Function, Not Form Wendy M. Cromwell, CFA |
| 5/2/2012 | Bringing Theory to Practice Series Weathering the 3-D Hurricane of Deficits, Debt and Demographics Robert D. Arnott, Chairman, Founder |
| 4/24/2012 | Electrification of Transportation A Panel Discussion |
| 4/4/2012 | The Residential Housing Market and Housing Finance Reform Edward J. Demarco, Acting Director Federal Housing Finance Agency |
| 4/3/2012 | The BSAS Career Development Networking Group invites you to "Meet the BSAS Board" |
| 3/29/2012 | Toward Determining Systemic Importance Mark Kritzman, CFA, Managing Partner and CIO |
| 3/27/2012 | Where Goes Wealth Management? Elizabeth Bloomer Nesvold, Managing Partner |
| 3/22/2012 | Current Trends in Asset Allocation Full-Day Seminar Larry Pohlman, Ph.D. |
| 3/21/2012 | Fun with News Sentiment Jacob Sisk, Senior Research Scientist |
| 3/7/2012 | 26th Annual BSAS Market Outlook Dinner Chen Zhao, Managing Editor, Global Investment Strategy |
| 3/1/2012 | Fiddling While Rome, Athens and Lisbon are Burning: Can the Sovereign Debt Crisis Be Contained or Will It Consume Europe? Simon Derrick, Managing Director and Head of Currency Strategy Team, BNY Mellon David Leduc, CFA, CIO of Active Fixed Income, Standish Mellon |
| 2/14/2012 | Webinar: The Basel III Accords and Implications for Global Bank Capital Stephen G Cecchetti, Economic Adviser and the Head of the Monetary and Economic Department |
| 2/10/2012 | Bringing Theory to Practice Series Frontier Stock Markets: The Next to Join the Emerging World Lawrence S. Speidell, CFA |
| 2/9/2012 | Minimum Volatility: One Year Later A Full-Day Seminar Larry Pohlman, Ph.D. |
| 2/7/2012 | Bull vs. Bear - Gold Eric Biegeleisen, CFA, Windhaven Investment Mgt. Edward Chancellor, GMO, LLC |
| 2/2/2012 | What Fund Managers Need To Know About How Politics, Policy and Geopolitics Will Move Prices Dr. Philippa Malmgren, President and Founder |
| 1/31/2012 | Beyond the BRICs: Opportunities in Emerging and Frontier Markets Eric Stein, CFA, Vice President and Portfolio Manager |
| 1/19/2012 | Red, White and Sparkle: Hot Wine Trends |
| 1/18/2012 | Social Networking for Investment Professionals: Just the Basics Stewart Mader, Director, Social and Online Tools |
| 1/12/2012 | Investing for Tax Efficiency in a World of Low Absolute Returns David Scudder, Chairman |
| 12/14/2011 | Rating Agencies and Credit Ratings: Recent Developments and Outlook for the Future Mark Adelson, Chief Credit Officer |
| 12/8/2011 | Bringing Theory to Practice Series The Two Faces of Risk Management: Reconciling Management and Mathematics Thomas S. Coleman |
| 12/7/2011 | The Search for Global Relative Value in The Great Transition Age Jack Malvey, CFA, Chief Global Markets Strategist and Director of BNY Mellon Center for Global Investment and Market Intelligence |
| 12/1/2011 | Don't Know What You've Got 'til It's Gone: The Sources and Uses of Market Liquidity Robert A. Jaeger, Ph.D., Senior Investment Strategist |
| 11/29/2011 | Introduction to Farmland Investing Julie A. Koeninger, CFA, President |
| 11/9/2011 | Portfolio Construction for Private Clients: Standardized or Customized? And Does the Client Care? A Panel Discussion |
| 10/26/2011 | Regime Shifts: Implications for Dynamic Strategies David Turkington, CFA, Vice President, Head of Investment Management Research |
| 10/13/2011 | CFA Institute and BSAS Present... Fixed-Income Management 2011 Panel of Speakers |
| 10/11/2011 | Investing Implications of Rising Sovereign Debt Burdens featuring Nikola Swann from Standard & Poor's A Panel Discussion (Sold Out) |
| 10/6/2011 | Global Market Outlook Walter C. Donovan, Chief Investment Officer |
| 10/3/2011 | Step into Fall with BSAS! Members-Only Networking Event |
| 9/27/2011 | New Measures of Risk and Return: Why Investors are Integrating Environmental, Social and Governance (ESG) Factors into the Investment Process |
| 9/20/2011 | Boombustology in Action: Is Chinese Growth Sustainable? Vikram Mansharamani, PhD |
| 9/14/2011 | BSAS Career Chat: Sell-Side Equity Analyst Alice Avanian, CFA, Equity Analyst, Leerink Swann LLC |
| 6/28/2011 | A Call to Action: Hedge Fund Due Diligence Explained A Panel of Speakers |
| 6/21/2011 | Spring into Summer with BSAS! Members-Only Networking Event |
| 6/14/2011 | Credit Cycles and Profitability: Driving Stock Prices Higher in 2011 Satya D. Pradhuman, CEO and Director |
| 6/9/2011 | Reduce Sovereign Credit Risk - Buy EMD! Kristin Johnson Ceva, PhD, CFA |
| 6/2/2011 | 65th Annual Meeting featuring Luis Viceira, Harvard Business School Luis Viceira, George E. Bates Professor |
| 5/31/2011 | Risk Parity: The Power and Perils A Panel of Speakers |
| 5/18/2011 | Taking Control: A Glimpse Inside the Mind of a Distressed Private Equity Investor Mark R. Patterson, Co-Founder and Chairman |
| 5/12/2011 | How Long Can the Equity Bull Market Last? A Top-Down Perspective Allen Sinai, Chief Global Economist/Strategist |
| 5/10/2011 | Most Likely to Succeed: The Dynamic Structure of the U.S. Mutual Fund Industry Featuring Robert Pozen Robert C. Pozen, Chairman Emeritus |
| 5/9/2011 | Presenting Yourself Powerfully: Lessons from the Performing Arts Gabriel Communications Patricia Weinmann & Lynn Torgove, Founders |
| 4/28/2011 | Trends in International Investing Brendan Cooper, Intersec Research and Jeff T. Markarian, NEPC |
| 4/26/2011 | Social Security and Financial Service Professionals:
A Hit or Myth Proposition
Kurt Czarnowski |
| 4/25/2011 | Growing Pain: Risk or Opportunity? Dr. Tao Wang, Head of China Economic Research |
| 4/13/2011 | Networking: It's An Art Manny Correia, Founder and Principal |
| 4/12/2011 | Demographic Changes and Economic Growth Richard N. Cooper, Maurits C. Boas Professor of International Economics (Sold Out) |
| 4/7/2011 | Adding Textual Dimensions to Predictive Modeling A Half-Day Seminar |
| 4/5/2011 | Investment Strategies Going Forward: The Power of Free Cash Flow and The Emerging Market Consumer Charles I. Clough, CFA |
| 3/31/2011 | Valuation/DCF Modeling in Excel Ziv Feldman, Senior Instructor |
| 3/24/2011 | Bull vs. Bear: The Inflation Outlook? Connie M. Everson, CFA, Capital Markets Outlook Group |
| 3/23/2011 | Members-Only Networking Event |
| 3/22/2011 | Private Investments in Public Equity: Outlook and Insights on Investing in PIPEs Randolph Cohen, PhD |
| 3/18/2011 | BSAS Career Chat: Alternative Investing Peter Chiappinelli, CFA, CAIA, Portfolio Strategist GMO, LLC |
| 3/17/2011 | Europe: This Could Be Heaven Or This Could Be Hell David Bowers, Joint Managing Director, Absolute Strategy Research |
| 3/15/2011 | To Your Health!: Emerging Trends in Global Healthcare A Panel Discussion |
| 3/10/2011 | Grabbing the Black Swan by its Tail: Tail Risk Management for the Next Unforseeable Crisis David Hay, M.B.A., CFA, Managing Director, DGAM |
| 3/1/2011 | 25th Annual BSAS Market Outlook Dinner Ed Hyman, Chairman & Founder |
| 2/16/2011 | BSAS Career Chat: What is a Generalist Investment Analyst? Matthew V. Spiegel, CFA, Generalist Investment Analyst |
| 2/15/2011 | The New Job Security: The 5 Best Strategies For Taking Control Of Your Career Pam Lassiter |
| 2/1/2011 | Trust Basics for Portfolio Managers Jennifer Pline, CFA, Harvard Management Company and Bradley M. Van Buren, Holland & Knight |
| 1/27/2011 | Long Duration Common Stock Investing: A Contrarian Manifesto Bill Smead, Chief Investment Officer |
| 1/26/2011 | Absence of Value: An Analysis of Investment Allocation Decisions by Institutional Plan Sponsors Scott Stewart, CFA Research Associate Professor |
| 1/25/2011 | High Frequency Trading and Cost Effects for Institutional Trading Algorithms Alex Hagmeyer, Senior Quantitative Analyst |
| 1/11/2011 | State of the States Robin Prunty, Managing Director |
| 1/10/2011 | Crisis Lessons from Thrivers, Survivors and Divers Jim Ware, CFA |
| 12/16/2010 | BSAS Career Chat: What is a Credit Analyst? Chris Gootkind, CFA, Vice President, Director of Credit Research and Credit Strategist |
| 12/14/2010 | SEC Climate Change Disclosure Requirements: What you need to know - Legal, Analyst, Corporate and Asset Manager Perspectives A Panel Discussion |
| 12/9/2010 | Private Equity in the Banking Sector: Rollups, Recaps & Rescues A Panel Discussion |
| 12/7/2010 | The New Classic Equity Asset Allocation? Chris Shepler, CFA VP, Equity Portfolio Analytics Product Manager |
| 12/6/2010 | Members-Only Holiday Networking Event |
| 12/2/2010 | A panel with Karl E. Case on The U.S. Residential Housing Sector: Are We Near the Trough? A Panel Discussion |
| 11/8/2010 | Cultivate Client Loyalty with Clear, Insightful Investment Communications Ani Yessaillian |
| 11/3/2010 | New Strategies in Alternative Investing Scott Welch, CIMA, Senior Managing Director |
| 11/2/2010 | The Currency Asset Class: Diversification for Challenging Times Axel Merk, President & CIO |
| 10/25/2010 | Europe: Fear + Uncertainty = Opportunity David E. Marcus |
| 10/21/2010 | What's Driving the High Yield Market? Martin Fridson, Global Credit Strategist |
| 10/19/2010 | CFA Institute and BSAS Present... Investing in Emerging Markets Panel of Speakers |
| 10/12/2010 | An Alternative Look at Real Estate Investments John Garofalo, CFA, Portfolio Manager |
| 10/6/2010 | Research & Portfolio Management in a Dynamic Market Bruce T. Herring, Chief Investment Officer |
| 10/4/2010 | Simon Johnson and The Next Financial Meltdown Simon Johnson |
| 9/28/2010 | Members-Only Networking Event |
| 9/21/2010 | The Growing Role of ETFs for Asset Managers A Panel Discussion |
| 9/16/2010 | Investing in the Frontier Markets of Africa and the Middle East Zin Bekkali, CEO and Co-Founder |
| 9/14/2010 | Save, Invest, Create: Reviving America's Confidence Robert L. Reynolds, President and Chief Executive Officer |
| 7/30/2010 | Boston Red Sox vs. Detroit Tigers Join BSAS for the game! |
| 6/24/2010 | 64th Annual Meeting and Banquet Where Are We Heading? The Future of Investment Management in Boston A Panel Discussion |
| 6/10/2010 | Venture Capital Incubators: Sponsoring of Early Stage Investment Managers A Panel Discussion |
| 6/7/2010 | The CAIA Designation: How a Focused Curriculum on Alternatives Can Complement Your CFA Designation A Panel Discussion |
| 6/3/2010 | The Economy and Stock Market from the Energy Perspective Michael D. Smolinski, President |
| 5/27/2010 | The Future of Federal Reserve Policy Eric Stein, CFA, Vice President and Portfolio Manager |
| 5/25/2010 | Estate Tax Planning for Alternative Families Joseph G. Imbriani, Esq., CPA/PFS |
| 5/24/2010 | Staying on Top... A BSAS series of programs focusing on what's new in the CFA Program Economic Concepts for Asset Valuation |
| 5/13/2010 | Career Development: Staying Relevant in Today's Economic Environment A Panel Discussion |
| 5/7/2010 | Post-Crisis Portfolio Construction: Questions, Answers and Solutions Richard Clarida |
| 5/4/2010 | Tax Updates for 2010 Martin Hall, Ropes & Gray LLP Christopher Houston, CFA, Ropes & Gray LLP |
| 4/29/2010 | 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 |
| 4/28/2010 | Members-Only Networking Event |
| 4/27/2010 | Emerging Markets Equity Seminar Half-Day Seminar |
| 4/13/2010 | Value Investing: It Makes Sense and It Works . . .Over Time. Jean-Marie Eveillard, Senior Vice President |
| 4/8/2010 | THINK TWICE: Harnessing the Power of Counterintuition Michael J. Mauboussin, Chief Investment Strategist |
| 4/6/2010 | Opportunities in Emerging and Frontier Fixed Income Markets Michael Cirami, CFA |
| 3/30/2010 | Reflecting Back on Chasing Madoff and his $65
Billion Ponzi Scheme Harry Markopolos, CFA, CFE |
| 3/25/2010 | 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 |
| 3/23/2010 | Applying Technical Analysis to a Fundamental Investment Strategy David Keller, CMT, Managing Director of Research |
| 3/15/2010 | 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 |
| 3/11/2010 | Peter M. O'Farrell Lecture on Original Thinking in Investing and Finance Arnold S. Wood, Partner, President and Chief Executive Officer |
| 3/10/2010 | Real Estate Investment Through Publicly Traded REITs: Long-Term Investment Characteristics and the Current Market Situation Brad Case, Ph.D., Vice President, Research & Industry Information |
| 3/3/2010 | 24th Annual Market Outlook Dinner Mr. Jack A. Ablin, CFA |
| 2/25/2010 | Refocusing On Credit Fundamentals Edward Cerny, Managing Partner |
| 2/4/2010 | What Social Media Means to Companies and Your Career Management Gil Yehuda, Industry Analyst and Web Strategist GilYehuda.com Colin Moor, Senior Vice President Keystone Associates |
| 2/2/2010 | Using the Five Secrets to Communicate with Your Clients More Effectively Beverly Flaxington, Founder & Principal |
| 1/28/2010 | The "Five Re's" System for Job Search Success Fredia Woolf, MBA |
| 1/27/2010 | Is Washington Politics Getting in the Way of Good Economics? A Panel Discussion |
| 1/25/2010 | Frontier Stock Markets: The Next to Join the Emerging World Lawrence S. Speidell, CFA, Chief Investment Officer |
| 1/20/2010 | Venture Capital at a Crossroads A Panel Discussion |
| 1/19/2010 | Members-Only Winter Networking Event |
| 1/14/2010 | Jason Trennert's Market Outlook for 2010 & Beyond . . . Jason DeSena Trennert, Managing Partner & Chief Investment Strategist |
| 1/12/2010 | Municipal Bonds and the Great Financial Crisis Matt Fabian, Managing Director Municipal Market Advisors (MMA) Adam A. Weigold, CFA, Vice President Eaton Vance Management |
| 1/11/2010 | Boston Celtics vs. Atlanta Hawks Join BSAS for the game! |
| 1/7/2010 | Too Big to Save? How to Fix the U.S. Financial System Robert C. Pozen, Chairman |
| 12/15/2009 | Wealth and the Family: Asking Essential Questions Charles W. Collier |
| 12/8/2009 | US Economic Outlook
Dean Maki, Managing Director and Chief US Economist |
| 12/7/2009 | How To Get From Here To There: A Session With A Career Strategist
Kathy Graham |
| 12/3/2009 | Out of the Crisis: Early Winners in Alternative Assets Half-Day Seminar |
| 11/19/2009 | Quantitative Investing A Full-Day Seminar |
| 11/18/2009 | Trends Amid Turmoil in the Wealth Management Industry Elizabeth Nesvold, Managing Partner |
| 11/17/2009 | The Secret of Development: Growth in Emerging Markets Ricardo Hausmann |
| 11/5/2009 | The State of Private Equity: Opportunity through Crisis A Panel Discussion |
| 10/15/2009 | The Cyclical and Secular Outlook for Emerging Market Equities: A Globalizing or Relocalizing World? George R Hoguet, CFA, FRM |
| 10/8/2009 | Thinking of Starting Your Own Investment Advisory Firm?
Half-Day Seminar |
| 10/1/2009 | CFA Institute and BSAS Present... Fixed-Income Management 2009 Panel of Speakers |
| 9/29/2009 | Staying on Top... A BSAS series focusing on what's new in the CFA Program Derivatives |
| 9/25/2009 | The Housing Crisis: Why There is More Pain to Come and Investment Implications Whitney Tilson |
| 9/24/2009 | Inflation or Deflation? Connie Everson, CFA, Managing Director |
| 9/22/2009 | Members-Only Networking Event |
| 9/14/2009 | The New Bank Regulatory Environment: What Will It Look Like? Donald Powell |
| 6/25/2009 | The Worst Financial Crisis in 75 Years: Origins, Magnitude and Response Jeffrey A. Frankel, James W. Harpel Professor of Capital Formation and Growth |
| 6/17/2009 | The Evolution of the Next Fixed Income Strategy Leonard J. Santow, Managing Director |
| 6/15/2009 | Behavioral Finance: So What? Gayle H. Buff, CFA, President |
| 6/11/2009 | Networking and Re-Branding Yourself in Today's Environment A Panel Discussion |
| 6/8/2009 | 63rd Annual Meeting and Banquet Seth A. Klarman, President, The Baupost Group, LLC |
| 6/4/2009 | International Investing A Full-Day Seminar |
| 5/21/2009 | The Hedge Fund Discussion Group Moderated by: John A. DeTore, CFA, Chief Investment Officer |
| 5/20/2009 | Afternoon Coffee Break With... Paul McCulley, Managing Director and Generalist Portfolio Manager, PIMCO Playing Solitaire with a Deck of 51...with Number 52 on Offer |
| 5/14/2009 | Members-Only Spring Networking Event |
| 5/13/2009 | Alternative Investments: Industry Dynamics at an Inflection Point Half-Day Seminar |
| 5/7/2009 | Vicious Cycles, Investor Behavior, and Dealer-Centric Financial Markets Kenneth A. Froot, Andre R. Jakurski Professor of Business Administration |
| 5/5/2009 | Commercial Mortgage-Backed Securities (CMBS)
Challenges and Opportunities: Are CMBS Securities Mispriced? Mark P. Snyderman, CFA, Portfolio Manager |
| 4/16/2009 | The 4th Annual Peter M. O'Farrell Lecture on Original Thinking in Investing and Finance The Current Financial Crisis: Why did it happen and what should we do? |
| 4/8/2009 | Adding Alpha Through Environmental, Social and Governance (ESG) Screening Panel Discussion |
| 4/7/2009 | Commercial Real Estate Outlook: Is That the Light at the End of the Tunnel...Or a Train? Hans G. Nordby, U.S. Strategist |
| 4/2/2009 | Madoff: The Whistleblower's Story Harry M. Markopolos, CFA |
| 3/31/2009 | Members-Only Networking Event BSAS goes to the suburbs! |
| 3/26/2009 | Responsible Investing: Institutional Client Perspectives |
| 3/25/2009 | Endowment Management in a Changing World Jane L. Mendillo, CFA, President and CEO |
| 3/18/2009 | From Froth to Correction: Commercial Real Estate Raymond Torto, CRE, Ph.D., Global Chief Economist |
| 3/17/2009 | The State of the Municipal Market |
| 3/12/2009 | Alternative Investments and Asset Allocation: A New Reality? |
| 3/11/2009 | Career Tips for Investment Professionals Dana Hopkinson, Partner |
| 3/5/2009 | Fixed Income Attribution: An Introduction David Spaulding, CIPM, President |
| 3/2/2009 | The Mark-to-Market Debate: Are Fair Values Foul? |
| 2/26/2009 | Alternative Investments in Uncertain Times Jack D. Schwager, Portfolio Manager and Partner |
| 2/25/2009 | Economic Successes and Challenges in the Caucasus Lado Gurgenidze |
| 2/11/2009 | 23nd Annual Market Outlook Dinner Mr. James Grant |
| 2/3/2009 | Trading Places: Country Promotions in MSCI Indices Arun Kumar, Ph.D., Executive Director |
| 1/28/2009 | Members-Only Networking Event |
| 1/22/2009 | Future of the Fixed Income Markets Half-Day Seminar |
| 1/21/2009 | Waiting Out the Storm: House Prices, Financial Melt Down and Who Knows What Else? Karl E. Case, Katherine Coman and A. Barton Hepburn Professor of Economics |
| 1/15/2009 | The New Roadmap to International Accounting Convergence Jack T. Ciesielski, CFA, CPA, President |
| 1/14/2009 | Alternative Careers for CFA Charterholders A Panel Discussion |
| 1/12/2009 | A Quantitative View of the Stock Market Richard Tortoriello, Equity Analyst |
| 1/8/2009 | Achieving a Sustainable Global Economy Mindy S. Lubber, President |
| 12/18/2008 | The Role of News Analytics in Quantitative Modeling Armando Gonzalez, Co-Founder, President and CEO |
| 12/8/2008 | Liquidity Risk Joseph Cherian |
| 12/2/2008 | Holiday Networking Event Members-Only |
| 11/24/2008 | The Bond Market Outlook Daniel J. Fuss, CFA, Vice Chairman |
| 11/18/2008 | Corporate Performance, Valuation, and Market Performance Rafael Resendes, Cofounder |
| 11/13/2008 | The Big Tax Unknown: Tax Law Changes for Investors,
Estate and Wealth Transfer Strategies Group, Ropes & Gray LLP |
| 11/7/2008 | The Panic of 2007 Gary B. Gorton, Professor of Finance |
| 7/16/2008 | Selected Topics in High Frequency Investing An evaluation from the perspective of Boston's multi-trillion dollar, predominantly buy-and-hold investment community |
| 7/7/2008 | Boston Red Sox vs. Minnesota Twins Join BSAS for the game! |
| 6/24/2008 | The How, Why, and Why Not of "What If?" Dan diBartolomeo, President and Founder |
| 6/23/2008 | Is Global Capitalism in Trouble? Lessons for the Future from the Past Jeffry Frieden, Stanfield Professor of International Peace |
| 6/5/2008 | The History and Future of Socially Responsible Investing: Perspectives from Two Industry Leaders Joan L. Bavaria, President, Trillium Asset Management |
| 6/4/2008 | Ethical Leadership in the Investment Firm James Ware, CFA, Founder and Jamie Ziegler, Principal |
| 5/21/2008 | Basel II Kimberly A. DeTrask, CFA, The Federal Reserve Bank of Boston |
| 5/14/2008 | Hedge Fund-of-Funds: Alternative Beta and Beyond Jerome Abernathy, Stonebrook Structured Products, LLC |
| 5/13/2008 | Tax Benefits of Charitable Trusts Nadia Yassa, The Boston Foundation |
| 5/5/2008 | Networking for Career Success Diane Darling, Effective Networking |
| 4/29/2008 | Half-Day Seminar: To Hedge or Not to Hedge Panel of Speakers |
| 4/14/2008 | Is Executive Coaching for You? Catherine Manning, BeingReal |
| 4/10/2008 | Emissions Trading: Using Markets to Solve Environmental Problems and Create Wealth Chicago Climate Exchange |
| 4/9/2008 | Hedge Fund Discussion Group Dinner John DeTore, GRT United Alpha Funds and Kevin Maloney, Gottex Fund Management |
| 4/8/2008 | The Commercial Real Estate Cycle: What Next? Bret Wilkerson, CEO, Property & Portfolio Research |
| 4/4/2008 | 3rd Annual Peter M. O'Farrell Lecture: Finding Financial Wisdom in Unconventional Places Michael Mauboussin, Legg Mason |
| 4/3/2008 | Research Management in Today's Regulatory Environment Panel of Speakers |
| 3/20/2008 | The Global Bear Market: A True Trader's Perspective Dennis Gartman, The Gartman Letter |
| 3/13/2008 | Asset Allocation and Security Selection Adrian Cronje, Wilmington Trust |
| 3/12/2008 | Active Extensions in the Fund Level Context Martin Liebowitz, Morgan Stanley |
| 3/10/2008 | Distressed Debt George Siguler, Siguler Guff |
| 3/4/2008 | The New Job Security Pam Lassiter, Lassiter Consulting |
| 2/28/2008 | Creative Cash Flow Reporting Dr. Charles Mulford, CPA |
| 2/27/2008 | Prospective on Current State Finances Massachusetts State Treasurer Tim Cahill |
| 2/25/2008 | Global Economic Challenges Stephen King, HSBC |
| 2/14/2008 | The Changing Landscape of Retirement in the U.S. Alicia Munnell, Center for Retirement Research, Boston College |
| 2/7/2008 | War Stories from Emerging Markets William Browder, Hermitage Fund |
| 2/4/2008 | Measuring Corporate Integrity Jack Zwingli, CEO, Audit Integrity |
| 1/29/2008 | Optimal Rebalancing: A Scalable Solution Mark Kritzman, Windham Capital Management |
| 1/24/2008 | Job Markets for Investment Professionals Robert Gorog, CT Partners |
| 1/23/2008 | The New Frontier of Emerging Markets Larry Speidell, Frontier Market Asset Management, LLC |
| 1/16/2008 | We Have Met the Enemy and He is Us Langdon Wheeler, Numeric Investors |
| 1/10/2008 | Investment Technology for Money Managers John Shea, CIO, Eaton Vance |
| 12/11/2007 | Understanding the Subprime Mortgage Crisis Glenn Costello, Fitch Ratings |
| 12/10/2007 | Alternative Energy Investing: Myths and Reality Panel Discussion with Armond Cohen, Clean Air Task Force; Jack Robinson, Winslow Management; Joe Sannicandro, Wood Mackenzie |
| 12/6/2007 | Interviewing: Hidden Clues Janet Britcher, Transformation Management |
| 12/4/2007 | Prime Brokerage and Hedge Funds Terry Travis, Goldman Sachs |
| 11/29/2007 | Managing the Complete Firm in a Brave New World John Casey, Casey, Quirk & Associates |
| 11/26/2007 | Aerospace Investment in a Skittish Market Cai von Rumohr, Cowen and Co. |
| 11/15/2007 | Commodities: Real Asset Beta in Your Portfolio David Burkart, Barclays Global Investors |
| 11/14/2007 | Are All Quants Alike ... or Not? Matthew Rothman, Lehman Brothers |
| 11/12/2007 | XBRL: Adding Interactive Data to Digital Toolkit Glenn Doggett, CFA Institute and Michelle Savage, XBRL US |
| 10/29/2007 | What Happened To The Quants in August 2007? Andy Lo, MIT |
| 10/25/2007 | Wealth Management Seminar Day Two Panel of Speakers |
| 10/24/2007 | Challenges and Opportunities in Global Custody Ron Logue, CEO, State Street Corp. |
| 10/24/2007 | Wealth Management Seminar Day One Panel of Speakers |
| 10/18/2007 | Historically Based Default and Recovery Models Ed Altman, NYU Stern School |
| 10/4/2007 | Dispersion Trading/Basket Trading Strategies Geoff Wakeling, Bloomberg |
| 9/27/2007 | Closing the GAAP Tony Cope |
| 9/24/2007 | Writing Investment Commentary Susan Weiner, InvestmentWriting.com |
| 9/20/2007 | How Long Can the Equity Bull Market Last? Allen Sinai, Decision Economics |
| 9/10/2007 | Consultants and Money Managers Dick Charlton, CEO, NEPC |