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Chicago Meetings in 2005

 

 

Link to Future Meeting Schedule

Link to Previous Meetings Including Copies of Their Presentations

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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
 
Ms. Cari Lynn, Author of
"Leg the Spread:  A Woman's Adventures Inside the Trillion-Dollar Boy's Club of Commodities Trading"
 
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)
 
Tuesday, 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.

 

For further information, please visit www.qwafafew.org

or e-mail Chicago@QWAFAFEW.ORG