2015 & 2016 MIT Sloan Investment Conferences | Archived Content

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This was the official website for the 2015 & 2016 MIT Sloan Investment Conferences.
Content is from the site's 2015 -2016 archived pages.

The current website for the MIT Sloan Investment Conference is found at: http://sloaninvestmentconference.org/

The MIT Sloan Investment Conference is an annual event that gathers some of the most notable individuals in the investment world to educate and connect a wide range of financial industry participants to generate meaningful discussions as markets become increasingly complex and challenging.  Over the years the conference has grown to more than 400 attendees, ranging from academics to professionals.

Please join us this year for the opportunity to:

• Engage with distinguished professors, keynote speakers, and panelists
• Gain insights on current investing topics ranging from quantitative strategies to private equity funds
• Network with students and professionals that have capital markets/regulation/corporate finance backgrounds

 

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MIT Sloan Investment Conference 2016

FEBRUARY 26, 2016 | BOSTON MARRIOTT CAMBRIDGE | CAMBRIDGE, MA

Hosted by the Sloan School of Management at the Massachusetts Institute of Technology, the MIT Sloan Investment Conference brings together influential individuals in the finance and investment world to debate, discuss, and share their views on the m ost pressing issues in macroeconomics, finance, and investing.

The investment conference is an integral part of MIT's tradition in finance education, and our mission is to expand investment education by providing young investors and students access to investing thought leaders through conversations over philosophies, ideas, debates, and personalities. 

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Joseph Sullivan,  CEO of Legg Mason:  MIT Investment Conference 2016

 

 

2016 CONFERENCE TEAM

CO-CHAIRS

Damien Niam, MBA 2016
Samuel Horn, MBA 2016

MARKETING AND OUTREACH

Alex Swirski, MBA 2017
Irene Na, MBA 2017
Shanshan Xu, MBA 2016

OPERATIONS

Michael Schember, MBA 2017
Thomas Daley, MBA 2017 

SPONSORSHIP

Bin Hu, MBA 2017
Oz Rabinovitch, MBA 2017
Ramil Maharramov, MIT Sloan Fellow / MBA 2016

TICKET SALES

Patrick Johnson, MBA / LGO 2017

 

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SPEAKERS

 

 

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PANELISTS

 

Amanda Pullinger is the Chief Executive Officer of 100 Women in Hedge Funds.
 She leads a small staff team and manages over 350 volunteer practitioners globally, overseeing the operations of the organization, which now has over 13,000 members in 20 locations.

Amanda set up Pullinger Management in 2006 to provide strategic management primarily to not for profit organizations. In addition to consulting to 100 Women in Hedge Funds, Amanda also consulted to the American Red Cross of Greater New York, where she co-founded and managed the Centennial Circle, a women’s leadership group focused on building support and necessary funds for preparedness training and volunteering in at- risk neighborhoods in New York. She also worked with Brasenose College, Oxford University on their 500th Anniversary celebrations and ongoing alumni initiatives.

From 2000-2006, Amanda was a principal at Aquamarine Capital Management. Previously, she was a Director of Marketing and Business Development for a number of companies in a number of business sectors including environmental services, advertising/PR and market research, construction equipment marketing, and hardware and software services.

Amanda is currently Chairman of The HALO Trust (www.halotrust.org), a $65million UK/US charity. She also serves on the Advisory Board of the Oxford Alumni Association of NY. She previously served on the Boards of the NYU Cancer Institute, SkillForce, and Girls’ Prep, and was on the founding Board of 100 Women in Hedge Funds, serving as its President for two years. She is a member of the British Academy of Film and Television Arts (BAFTA) and a Fellow of the Royal Society of Arts.

Amanda graduated from Brasenose College, Oxford University in 1987 with an Honours Degree in Modern History. She earned an MBA from La Salle University, Philadelphia, in 1998, and received the Academic Award for MBA student of the year as well as the Beta Gamma Sigma designation.

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Christina Qi is a Partner at Domeyard LP, a quantitative hedge fund based in Boston. Domeyard leverages computational models to execute trades at ultra low latencies, deploying capital globally across multiple asset classes. Domeyard is backed by various institutional investors and hedge fund veterans. Christina started her career at Goldman Sachs, UBS Securities, Zions Bank, and Lincoln Labs, with experiences in buy-side trading, sell-side trading, derivatives operations, and technology infrastructure. Christina has guest-lectured for Nobel Laureate Robert Merton’s “Retirement Finance” class at MIT, as well as Harvard Business School’s core finance class “Investment Strategies.” Christina holds a Bachelor of Science degree from MIT. She is a CAIA Charterholder and was granted the 2014 CAIA Foundation Scholarship by PAAMCO and 100 Women in Hedge Funds. She was recently named among Boston Business Journal’s “40 Under 40”, of business and civic leaders making a major impact in their respective fields. She recently joined the 100 Women in Hedge Funds Non-Profit Boards Committee. 

Christina Qi is a Partner at Domeyard LP, a quantitative hedge fund based in Boston. Domeyard leverages computational models to execute trades at ultra low latencies, deploying capital globally across multiple asset classes. Domeyard is backed by various institutional investors and hedge fund veterans. Christina started her career at Goldman Sachs, UBS Securities, Zions Bank, and Lincoln Labs, with experiences in buy-side trading, sell-side trading, derivatives operations, and technology infrastructure. Christina has guest-lectured for Nobel Laureate Robert Merton’s “Retirement Finance” class at MIT, as well as Harvard Business School’s core finance class “Investment Strategies.”

Christina holds a Bachelor of Science degree from MIT. She is a CAIA Charterholder and was granted the 2014 CAIA Foundation Scholarship by PAAMCO and 100 Women in Hedge Funds. She was recently named among Boston Business Journal’s “40 Under 40”, of business and civic leaders making a major impact in their respective fields. She recently joined the 100 Women in Hedge Funds Non-Profit Boards Committee.

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Debby Kuenstner joined Wellesley College as Chief Investment Officer in February 2009  Before joining Wellesley, Ms. Kuenstner was CIO of Brandeis University.
 Debby had previously been Managing Director of Research for Fidelity Management & Research and CIO of Putnam Investment’s Value group. Her other roles include DuPont Pension Fund Investment as a Senior Portfolio Manager, International Investment Strategist at Merrill Lynch, and  Economist at the Federal Reserve Bank of New York. Debby received a Bachelor of Arts degree in Economics summa cum laude from Wellesley College in Massachusetts. She did graduate studies in Statistics at the Columbia University Graduate School of Arts and Sciences in New York before earning her Master’s degree in Business Administration with Distinction from New York University. Additionally, Debby is a director of Boston Private Financial Holding Co.She is a trustee of the Old South Church in Boston and of the Roxbury Latin School.She was actively involved in the Board of Pensions of the Presbyterian Church USA from 1996-2004 as Investment Committee Chair, Director, and most recently, Co-opted Director.

Debby Kuenstner joined Wellesley College as Chief Investment Officer in February 2009.  Before joining Wellesley, Ms. Kuenstner was CIO of Brandeis University.

Debby had previously been Managing Director of Research for Fidelity Management & Research and CIO of Putnam Investment’s Value group.  Her other roles include DuPont Pension Fund Investment as a Senior Portfolio Manager, International Investment Strategist at Merrill Lynch, and  Economist at the Federal Reserve Bank of New York.

Debby received a Bachelor of Arts degree in Economics summa cum laude from Wellesley College in Massachusetts. She did graduate studies in Statistics at the Columbia University Graduate School of Arts and Sciences in New York before earning her Master’s degree in Business Administration with Distinction from New York University.

Additionally, Debby is a director of Boston Private Financial Holding Co.  She is a trustee of the Old South Church in Boston and of the Roxbury Latin School.  She was actively involved in the Board of Pensions of the Presbyterian Church USA from 1996-2004 as Investment Committee Chair, Director, and most recently, Co-opted Director.

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Ms. Lori M. Heinel serves as the Chief Portfolio Strategist at State Street Global Advisors Limited.
As Chief Portfolio Strategist at State Street Global Advisors, Lori leads a team of professionals responsible for helping advisors, consultants and institutional clients analyze economic and market developments, assess the impact to their portfolios and identify specific products and solutions to help them manage risk and take advantage of market opportunities. She is a member of the company’s Executive Management Group. Prior to joining SSGA, Lori was Chief Investment Strategist and Head of Investment Products for OppenheimerFunds, Inc., a $250 billion asset management firm. In that capacity, she and her team identified market opportunities, spearheaded new product development and created thought leadership aimed at helping clients navigate markets and position their portfolios effectively. Prior to that, she was a managing director and head of Investments for Citi Private Bank. She and her team worked with ultra-high net worth clients, family offices, private foundations and institutional clients to develop investment strategies designed to meet financial, cash management and risk management needs. Before joining Citi, Lori ran the Global Investment Products Group for SEI Investments, where she developed innovative strategies to manage pension plans and other institutional assets, launched a series of investor portfolios designed to address specific client needs and pioneered integrated managed accounts with portfolio overlay functionality. Earlier in her career, Lori managed the new business development effort for Mellon Financial's Eastern Region, and was a senior vice president at Parker/Hunter Incorporated running the equity and fixed income sales and trading departments. She began her career at Credit Suisse First Boston, where she analyzed investment and financing alternatives for institutional clients. Lori received her MBA from Carnegie Mellon University and her AB in religion from Princeton University. She earned the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.

As Chief Portfolio Strategist at State Street Global Advisors, Lori leads a team of professionals responsible for helping advisors, consultants and institutional clients analyze economic and market developments, assess the impact to their portfolios and identify specific products and solutions to help them manage risk and take advantage of market opportunities. She is a member of the company’s Executive Management Group.

Prior to joining SSGA, Lori was Chief Investment Strategist and Head of Investment Products for OppenheimerFunds, Inc., a $250 billion asset management firm. In that capacity, she and her team identified market opportunities, spearheaded new product development and created thought leadership aimed at helping clients navigate markets and position their portfolios effectively. Prior to that, she was a managing director and head of Investments for Citi Private Bank. She and her team worked with ultra-high net worth clients, family offices, private foundations and institutional clients to develop investment strategies designed to meet financial, cash management and risk management needs. Before joining Citi, Lori ran the Global Investment Products Group for SEI Investments, where she developed innovative strategies to manage pension plans and other institutional assets, launched a series of investor portfolios designed to address specific client needs and pioneered integrated managed accounts with portfolio overlay functionality.

Earlier in her career, Lori managed the new business development effort for Mellon Financial's Eastern Region, and was a senior vice president at Parker/Hunter Incorporated running the equity and fixed income sales and trading departments. She began her career at Credit Suisse First Boston, where she analyzed investment and financing alternatives for institutional clients.

Lori received her MBA from Carnegie Mellon University and her AB in religion from Princeton University. She earned the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.

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Dr. Venkat Srinivasan brings his rich academic background in finance and technology along with his entrepreneurial successes to lead RAGE Frameworks as its Chairman and CEO. Venkat founded Rage Frameworks, Inc., to enable the creation of intelligent, live, business process automation solutions [LiveBPA™] including semantic intelligence based products [RealTimeIntelligence™]. Rage has successfully implemented many LiveBPA™ and RealTimeIntellience™ solutions for global corporations with dramatic results. 

Dr. Venkat Srinivasan brings his rich academic background in finance and technology along with his entrepreneurial successes to lead RAGE Frameworks as its Chairman and CEO. Venkat founded Rage Frameworks, Inc., to enable the creation of intelligent, live, business process automation solutions [LiveBPA™] including semantic intelligence based products [RealTimeIntelligence™]. Rage has successfully implemented many LiveBPA™ and RealTimeIntellience™ solutions for global corporations with dramatic results.
 
Andrej Rusakov is the co-founder of Data Capital Management; a systematic event-driven Hedge Fund based on "Big Data" Technologies and Data Feeds.  Andrej is a mathematician and a fundamental investor by training, who is passionate about technology and the onset of the “Data Economy”. Andrej previously founded Open Capital, a global holding and investment company with assets and portfolio companies in the USA, Europe, and Russia. Prior to that he worked at Apax Partners where he was involved in $1 billion worth of buy-outs worldwide. Andrej started his career in the Mergers & Acquisitions team of Morgan Stanley in London. Andrej holds an MBA from Harvard Business School and an MSc (Summa Cum Laude) in Mathematics (Statistics and Theory of Probabilities major) from the Department of Mechanics & Mathematics of Moscow State University.

Andrej Rusakov is the co-founder of Data Capital Management; a systematic event-driven Hedge Fund based on "Big Data" Technologies and Data Feeds.  Andrej is a mathematician and a fundamental investor by training, who is passionate about technology and the onset of the “Data Economy”.

Andrej previously founded Open Capital, a global holding and investment company with assets and portfolio companies in the USA, Europe, and Russia. Prior to that he worked at Apax Partners where he was involved in $1 billion worth of buy-outs worldwide. Andrej started his career in the Mergers & Acquisitions team of Morgan Stanley in London.

Andrej holds an MBA from Harvard Business School and an MSc (Summa Cum Laude) in Mathematics (Statistics and Theory of Probabilities major) from the Department of Mechanics & Mathematics of Moscow State University.

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Christian Ferko is a Partner at Domeyard LP, a Boston-based hedge fund focused on high frequency trading. Domeyard leverages computational models to execute trades at ultra low latencies, deploying capital globally across multiple asset classes. Christian is on the quantitative research team, where he works on various aspects of mathematical modeling, data analysis, and strategy design. Prior to Domeyard, Christian studied at MIT and worked on research in particle physics at CERN.

Prior to Domeyard, Christian studied at MIT and worked on research in particle physics at CERN.
0 0 1 242 1382 MIT / Harvard 11 3 1621 14.0 Normal 0 false false false EN-US JA X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman";} Mahesh Jayakumar, CFA, FRM, is a Vice President at State Street Global Advisors and a member of the Global Fixed Income Portfolio Management team based out of Boston. He is responsible for managing several portfolios in investment vehicles such as pooled funds and ETF’s spanning diverse Fixed Income areas such as US Aggregate Bond Index strategies, Global Sovereigns, US Government/Credit portfolios, and other client directed bond mandates. He has also played a key role in the development of a green bond product offering at SSgA and manages a fund aimed at institutional investors. Through his membership in State Street’s Corporate Responsibility Working Group and other ESG related activities, Mahesh is also active in developments around ESG and Environmental Finance within the company.Prior to SSGA, he was a member of the Investor Behavior Research Team (IBRT) in State Street Global Exchange working on the research and development of quantitative market indicators. Before his current position in State Street, Mahesh held various senior software engineering roles in sectors such as travel, telecoms and enterprise security. Mahesh holds an MBA from the MIT Sloan School of Management, MS in Computer Science from Boston University and BS in Information Systems from Purdue University. He is a member of the CFA Institute, Boston Security Analysts Society (BSAS) and Global Association of Risk Professionals (GARP). He has also completed a multi-week course titled “Climate Change: Risks and Opportunities for the Finance Sector” from the United Nations Environment Programme Finance Initiative (UNEPFI).

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Mahesh Jayakumar, CFA, FRM, is a Vice President at State Street Global Advisors and a member of the Global Fixed Income Portfolio Management team based out of Boston. He is responsible for managing several portfolios in investment vehicles such as pooled funds and ETF’s spanning diverse Fixed Income areas such as US Aggregate Bond Index strategies, Global Sovereigns, US Government/Credit portfolios, and other client directed bond mandates. He has also played a key role in the development of a green bond product offering at SSgA and manages a fund aimed at institutional investors.

Through his membership in State Street’s Corporate Responsibility Working Group and other ESG related activities, Mahesh is also active in developments around ESG and Environmental Finance within the company.  Prior to SSGA, he was a member of the Investor Behavior Research Team (IBRT) in State Street Global Exchange working on the research and development of quantitative market indicators. Before his current position in State Street, Mahesh held various senior software engineering roles in sectors such as travel, telecoms and enterprise security.

Mahesh holds an MBA from the MIT Sloan School of Management, MS in Computer Science from Boston University and BS in Information Systems from Purdue University. He is a member of the CFA Institute, Boston Security Analysts Society (BSAS) and Global Association of Risk Professionals (GARP). He has also completed a multi-week course titled “Climate Change: Risks and Opportunities for the Finance Sector” from the United Nations Environment Programme Finance Initiative (UNEPFI).

 

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Pan Lo: I was encouraged to attend by my venture firm's CEO and while I initially considered it a hassle, I am very glad I went. The speakers were mostly informative and offered meaningful insights into investment strategies and goals. But my most valuable takeaway came from other attendees. I was fascinated by the non-traditional tactics of Newt Parlor, who specialized in securing stakes taken in certain privately held healthcare businesses. These are mainly very stable and profitable firms with little debt. He described one such target in Bel Air Maryland which owns and manages assisted living facilities. Their site is at this link. Being privately owned, convincing ownership to sell any portion of the business is really a hard sell, which he accomplishes by offering his own company's expertise which is focused on marketing. Since his firm already has stakes in a number of elder care companies, he is able to offer advice and promotional assistance via economies of scale. These types of private conversations at events like these can be hugely informative - this one conversation opened my eyes to strategy I'm taking back to my firm.

Bob Meyers: This event can be a reminder of the value in industry engagement - learning and contributing as a professional to the improvement of everyone's situational awareness. I especially enjoy the one on one because mixed in with the social chatter are always some gems of insight that inspire epiphanies. Jeffrey Peters gave me his take on the portfolio additions of the Neuvo Century Fund. Mostly boring stuff except for one thing he nixed. His advisors were pushing a 25% stake in a private online reputation management firm after being intrigued by recent earnings. They offer services like reviews management, media monitoring, digital advertising, social media strategy, etc. But when he looked more closely, the bulk of the revenue was coming from search results removals. This is way to pay to hide a search result you don't like. For example if a search for your name brings up an old DUI arrest, you may want to pay to suppress that in Google's search results. He was told that there are some ethical removal services that avoid taking on dishonest clients. But this reminded him of having read about criminals who pay to cleanse their search record of their past crimes. A red flag went up. The owners were not eager to reveal the client list for this service. Peters is known to be excessively risk-averse and he walked. Background research is everything. I loved hearing it from his mouth.

 

Agenda

As of Feb 23, 2016

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2016 VENUE

Boston Marriott Cambridge
50 Broadway, Cambridge, MA 02142

 

ACCOMMODATION

We are pleased to offer conference participants a special group rate at the Boston Marriott Cambridge on the evenings of February 24-26, 2016. These rates are effective until January 27, 2016, and the number of rooms is limited. Details on making reservations will be distributed after registration is confirmed.

The Boston Marriott Cambridge

 

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MIT Sloan Investment Conference 2015

February 20, 2015
The Charles Hotel
One Bennett Street
Cambridge, MA 02138

The MIT Sloan Investment Conference 2015 brings together the most influential individuals in the investment world today to debate, discuss, and share their views on investing in this brave new world.

 

Description: The MIT Sloan Investment Conference 2015 brings together the most influential individuals in the investment world today to debate, discuss, and share their views on investing in this brave new world.
Six years after the global financial crisis, the investment world today has fundamentally changed from the one we grew up in. Financial innovation temporarily halted along with growth, as investors sought safe havens, central banks executed unorthodox monetary policies, and regulators reined in risk (and innovation). However, periods of slow growth have also been associated with periods of tremendous innovation. Since then, we are witnessing financial innovation returning to pre-2008 escape velocity, driven by the search for yield. Unprecedented trends have also transpired, in the form of new investment perspectives, strategies, risk thinking, products, asset classes, and policies.

Cost: $125.00

2015 SPEAKERS

This year's conference features high-profile speakers from various investment institutions across multiple investing roles:

Howard Marks
Chairman
Oaktree Capital Management

Vikram Pandit
Chairman
TGG Group

Jean Hynes
Partner
Wellington Management

Ben Golub
Chief Risk Officer
BlackRock

Martin J. Mannion
Chief Investment Officer
Summit Partners

Eric M. Wetlaufer
Global Head of Public Market Investments
CPP Investment Board

Tom Speechley
Chief Executive Officer
The Abraaj Group (North America

Carson Block
Founder
Muddy Waters Research

Megan E. Greene
Chief Economist
Manulife Asset Management

 

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Logistics

REGISTRATION

Details on registration will be announced at a later date closer to the conference.

ATTIRE

We recommend formal business attire.

PARKING

Parking is available in the indoor garage of The Charles Hotel, which is accessible from the hotel lobby. Guests staying overnight at The Charles Hotel can have their parking ticket validated for in/out access during their stay.

ACCOMMODATION

We are pleased to offer conference participants a special group rate at The Charles Hotel on the evenings of February 19 and 20, 2015. These rates are effective until January 9, 2015, and the number of rooms is limited.

Details on making reservations will be sent to conference participants after registration is confirmed.

The Charles Hotel | One Bennett Street | Cambridge, MA 02138

 

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