Chicago Meetings in 2002

 

 

Link to Future Meeting Schedule

Link to Previous Meetings Including Copies of Their Presentations

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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

 

For further information, please visit www.qwafafew.org

or e-mail Chicago@QWAFAFEW.ORG