- Boston Meeting: Arranged by John Nagorniak Tuesday, September 16, 2008 - 6:15pm
- Denver Meeting: Using VIX Futures and Options to Improve Efficiency in Equity Portfolios Wednesday, September 17, 2008 - 6:00pm
Chicago Meetings in 2002
Link to Previous Meetings Including Copies of Their Presentations
“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
For further information, please visit www.qwafafew.org
or e-mail Chicago@QWAFAFEW.ORG
