A Luncheon Panel Discussion with
the Chicago authors of
"Intelligent Commodity
Investing"
Hilary
Till, Co-Founder - Premia
Capital Management, LLC; and
Research Associate, EDHEC Risk
and Asset Management Research
Centre
Rian
Akey, Vice President and COO -
Cole Partners
Thomas
Idzorek, CFA, Vice President,
Research and Product Development
- Ibbotson Associates
Job
Fair For Investment
Professionals
HQ Search, Inc.
“THE FIFTH ANNUAL CHICAGO QWAFAFEW HOLIDAY PARTY:
FEATURING A PANEL DISCUSSION ON THE MONEY MANAGEMENT INDUSTRY”
PANELISTS:
Mr. Jim Bianco, President, Bianco Research
Mr. Woo Cha, Vice President, Credit and Event Group, Mesirow Advanced Strategies
Ms. Kathleen Graham, Principal, HQ Search, Inc.
Mr. Gregg Wolper, Senior Analyst, Morningstar
MODERATOR: Dr. Michele Gambera, Ibbotson Associates.
HOST: Mr. David O’Brochta, UBS.
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Past Events April 19-20, 2007 EMERGING ISSUES Center for Integrated Risk Management and Corporate Governance Loyola University Chicago’s Center for Integrated Risk Management and Corporate Governance is a partnership between the School of Business Administration (SBA) and the School of Law. Housed in the SBA, the Center provides an integrated approach to Risk Management, focusing on corporate governance and compliance, business ethics, financial and accounting risk, and operational risk. The Center’s mission is to: • Encourage ethical leadership and strong corporate governance • Deliver a high quality curriculum and superior teaching in risk management and corporate governance at the undergraduate, graduate, and professional levels • Encourage interdisciplinary research and scholarship in integrated risk management and corporate governance • Sponsor seminars and symposiums for industry, government, and non-profit sector SYMPOSIUM SPONSORS
April 5, 2007 A Luncheon Panel Discussion with the Chicago authors of "Intelligent Commodity Investing"
By now we all know that we have been in the midst of a four-year bull market in commodities, and that commodities can play a useful role as portfolio diversifiers. Those who really understand how to use commodities as investment tools, however, know much more. They understand the sources of returns for commodities and commodity indexes, and in particular, they understand the crucial role of the forward curve as a return driver and signal. This luncheon panel featured three authors of the just-published book, "Intelligent Commodity Investing," who clarified what the key return drivers are for commodity investing and also explained how to manage the risks in these investments. Presenters included:
Moderated by Nick Ronalds, CFA March 29, 2007
Union League Club 65 W. Jackson Blvd. Chicago, IL 60604 Co-sponsored by the CFA Society of Columbus, the Dayton CFA Society, and the CFA Society of Milwaukee Members had the opportunity to meet recruiters from Chicago's top firms:
March 14, 2007 "Mutual and Hedge Funds Managed by the Same Managers: Efficiencies or Conflicts"
Clemens Sialm – University of Michigan VIEW George Kaufman – Loyola University Chicago Scott Gibson – College of William & Mary VIEW Malcolm Hawkes – UBS O’Connor Michele Gambera – Morningstar VIEW Tom Nohel – Loyola University Chicago VIEW February 15, 2007 "Emerging Trends in Investment Management - Challenges and Opportunities in an Ever-Changing Job Market" Availability of capital, globalization of markets, increased regulation and shifting investor demographics are changing the dynamics of the investment industry and the skill set necessary for career advancement. The CFA Society of Chicago's Career Management Advisory Group had a panel discussion, which highlighted emerging trends in institutional money management, high net worth/wealth management and alternative investments while discussing the professional career opportunities being created as a result of those trends.
February 8, 2007 "Economics and Finance Night" As part of Business Month, the Dean's Advisory Council hosted an exclusive event featuring representatives from:
January 30, 2007
Innovative Factors in Equity
Modeling:
January 19, 2007 Club members celebrated one of our Senior Vice Presidents birthday party at Sound Bar.
January 11, 2007 Where is the Economy Headed? Federal Reserve Outlook 2007Finance RoundtableThe Senior Economist from the Federal Reserve Bank of Chicago provided his expert perspective on the economy ahead in 2007. See his presentation, Where is the Economy Headed? (PDF) The Investment Banking & Financial Markets Club would like to thank Chicago GSB for letting our members attend. December 14, 2006 Loyola Graduate School of Business Holiday Party!
December 7, 2006
November 30, 2006 Chicago GSB Consulting RoundtableCorporate Strategy and Stock Prices - What Counts and What's IrrelevantSpeaker: Dennis Aust, Founder and Managing Director of Chartermast Partners, talked about the relationship between strategy, operating performance and stock price. He discussed how companies use this understanding to improve the returns they are able to drive for their shareholders. We are extremely thankful for the invitation from the University of Chicago. November 29, 2006 Grand Opening & Private Party at Flap Jaws!
November 18, 2006 Kellogg Finance Conference 2006 
Panel topics at the 2006 Kellogg Finance Conference included: Investor Activism: How should corporations manage shareholder activism? Corporations face pressures from shareholders on issues ranging from managing excess cash to social and environmental concerns in addition to maximizing wealth. How have professional investors used their influence to reshape the corporate agenda? Behavioral Finance Strategies: What are some of most common and substantial market efficiency departures and how do professionals systematically profit from exploiting these phenomena? There is considerable empirical evidence that over the long-term sophisticated financial markets are efficient. Yet, over the short-term numerous departures may exist due to variety of factors. What practical frameworks are financial market stakeholders and analysts using to model this understanding? We thank Kellogg for their gracious invitation to their annual finance conference.
November 9, 2006
2006 Annual Dinner award ceremony Imperial Ballroom at the Fairmont Hotel
Keynote
Speaker: November 3, 2006 The Investment Banking & Financial Markets Club and the GSB Association presented: "Gaining a Competitive Advantage for your Career in Finance"
1:00 – 1:30 Keynotes: Michael Page International David Treussard, Director & Michael Steinerd, Manager
1:30 – 2:30 Panel 1: “Careers in Asset Management” Panelist 1: UBS: Harold Singleton III, CFA, Exec. Director Panelist 2: Lehman Brothers: Thomas Marthaler, CFA, SVP Panelist 3: AllianceBernstein: Syed J. Hasnain, SVP Moderator: Professor Donald Schwartz - Loyola University Chicago
2:30 – 3:00 Networking/Break 3:00 – 4:00 Panel 2: “Careers in Investment Banking” Panelist 1: Lincoln International: Rob Brown, Managing Director Panelist 2: JPMorgan: Dave Dixon Panelist 3: Houlihan Lokey Howard & Zukin: Kreg J. Jackson, Dir. Moderator: Professor John Kostolansky - Loyola University Chicago
4:00 – 4:30 Networking/Break 4:30 – 5:30 Panel 3: “The Added Value of the CFA Designation” Panelist 1: Chicago Equity Partners: Patrick C. Lynch, CFA , President Panelist 2: William Blair & Co.: Christopher Vincent, CFA, Head of F.I. Panelist 3: Morningstar: Jodie Gunzberg, CFA Panelist 4: Stalla: Lisa Metros, CFA Moderator: Professor Joseph Vu, CFA - DePaul University 5:30 – 6:30 Networking/Raffle
Thank you for attending the 1st annual Finance Symposium at Loyola University Chicago! This unique event was diverse in scope, bringing leading students, faculty, and investment professionals together in an interactive environment to discuss strategic issues facing our career paths in the financial services. Our theme, Gaining a Competitive Advantage for your Career in Finance, focused on what differentiating factors students should be concentrating on while pursuing their degrees in Finance. In an increasingly competitive job market, it is important to find ways to stand out amongst the crowd.
Our student initiated conference was focused on creating added value for both employers and students. The Executive Committee formed from members of the Investment Banking & Financial Markets Club & the GSB Association have worked diligently to generate a professional and efficient conference for students in the Chicago area to create an environment conducive to developing and enhancing a structure of networking both among students and between students and members of the industry.
We hope that you had an insightful experience and wish you all the best in your careers! Best Regards, John Wong, CM&AA Lead Executive Committee Member and Loyola MBA Student October 21, 2006 The 6th Annual Chicago Asia-Pacific Business Conference
The Chicago Asia Pacific business conference of the University of Chicago, Graduate School of Business is the most important annual event featuring in-depth discussions, debates, and of the latest trends and policies that characterize modern businesses in Asia today. Leaders from government, international institutions and different industry sectors came together to share insights, exchange dialogues, and discuss today's most pressing issues. This day-long conference featured the most prominent Asian business leaders and world renowned professors from the University. We would like to thank the Chicago Asia Pacific group for their generous hospitality and warm welcoming of our members. October 11, 2006 "Investment Banking 101"
Key Takeaways: 1) Bold Opening......Soft Close 2) Become a voracious reader! 3) Understand the flow of money. 4) Ask questions!! October 4, 2006 "Hedge Funds: Heroes or Hooligans"
Jordan Allen – HFR Asset Management Michael Roth – Stark Investments Tom Nohel – Loyola University Chicago Eric Siegel – Mesirow Financial Abol Jalilvand – Loyola University Chicago Jon Danielsson – London School of Economics George Kaufman - Loyola University Chicago Ed Phumiwasana – Milken Institute On Wednesday afternoon, October 4, 2006, the Center for Financial and Policy Studies in the School of Business Administration sponsored another in a series of public symposia on important current issues in economics and finance on “Hedge Funds: Heroes and Hooligans” in cooperation with the school’s new Center for Enterprise Risk Management and Corporate Governance and two student organizations –the Investment Banking and Financial Markets Club and the Economics Forum. The symposium was held in Beane Hall in Lewis Tower and was attended by of some 150 persons. The symposium speakers featured three hedge fund practitioners as well as academics and researchers. Researcher Ed Phumiwasana of the Milken Institute in Los Angeles led off with background material on the “mysterious” hedge funds. He was followed by Michael Roth, who manages a $10 billion hedge fund for Stark Investments in Milwaukee, Eric Siegel, who selects hedge fund managers for fund-of-fund funds at Mesirow (Chicago), and Jordan Allen, President of HFR Asset Management (Chicago), who evaluates the performance of fund managers for internal and external purposes. Professor Jon Danielsson of the London School of Economics discussed the pros and cons of more intensive government regulation of hedge funds. The final speaker was Professor Tom Nohel of Loyola’s SBA who described his ongoing research on the relative performance of hedge funds and mutual funds that are managed by the same manager. September 12, 2006 "Entrepreneurship into the Knowledge Economy" - Douglas S. Ehrman
August 2, 2006 Dean's Reception for Admitted Students, Bistro 110
New GSB students were welcomed by IB&FMC members at Bistro 110 which followed by another evening at the Tavern on Rush. July 9-12, 2006
Multiscale
Phenomena in Finance
June 22, 2006 Investing In Your Career - Chicago Practical Insights and Valuable Contacts
June 6, 2006 Members received first hand professional dress advice from one of Lord & Taylor's personal shopping associates. Whether you are male or female, conservative and professional seemed to be the underlying theme. For additional advice or if you are interested in a personal shopper, please contact Jeanne Polydoris @ polydorisj@aol.com May 25, 2006 Our Members: Participated in a simulated electronic futures trading sessions Attended informational sessions by futures experts, proprietary trading houses and trading arcades; Met with representatives from a number of futures-related firms Viewed the CME trading floor and browsed through the CME Visitor Gallery
"The CME education day was great. They gave out free manuals on options and futures trading, CD's on FX trading, a virtual trading session, education sessions, and a variety of recruiting opportunities. CME also offers free virtual trading in their Globex trading labs on Thursday's (open to the public)." Jonathan Napora, Vice President May 6, 2006
May 4, 2006
J.D. Hokoyama
J.D. Hokoyama is
a founding Board member of the
Leadership Education for Asian
Pacifics, Inc. (LEAP) and April 29, 2006 THE ISBE BUSINESS CONFERENCE @ The Kellogg School of Management Accepted members were able to attend the second annual ISBE Business Conference held at Northwestern. The forum invited leading businesspeople, hosted panels on theme sub-topics, and gave attendees the chance to meet and network with each other. Some attending banks included: Goldman Sachs, Morgan Stanley, UBS, and Citigroup.
Afternoon
Keynote Speaker:
Harry Kraemer, ex-CEO of
Baxter Corp.
Final
Speaker:
Michael Hanna,
Chairman and Founder of
BioAngels
When being promoted, employers don't necessarily look at how smart you are or how efficiently you work, but how you:
April 19, 2006 Executive Recruiter Panel The Business Career Center of Loyola University Chicago Featured:
Bill Kanzer, President & CEO Randy Wolf, Branch Director &
April 13, 2006 "Bankers Night Out 2"
After a another night of rigorous Financial Statement Analysis covering the impact of deferred taxes, members walked over to "The Tavern on Rush" to enjoy the duration of the evening socializing and getting to know other Investment Banking & Financial Markets Club members And yes, we did check our book bags at the coat check. check. March 30 - April 1, 2006
Forum Overview: The University of Dayton presented Redefining Investment Strategy Education (R.I.S.E.), the Sixth Annual Global Student Investment Forum on March 30 - April 1, 2006 at the University of Dayton campus. R.I.S.E. is the first forum of its kind to bring leading students, faculty and investment professionals together in an interactive learning environment to discuss a range of pertinent issues facing investment professionals. R.I.S.E. VI included keynote presentations by nationally renowned industry professionals; specialized breakout sessions focusing on a range of investment, career strategies and academic program development related issues; security analysis and portfolio management workshops, and an optional portfolio competition. Specialized Breakout Sessions: A national group of investment professionals shared their insights on a variety of topics such as Alternative Investments, Ethics, Fixed Income, Hedge Funds, International Markets, Portfolio Management Perspectives, and Risk Management. Workshops: Portfolio managers and security analysts discussed how they approach evaluating potential securities and constructing portfolios. These workshops focused on skill enhancement. Career Strategies Forum: The Career Strategies Forum explored techniques for competing in a competitive marketplace. The Career Strategies Forum included discussions on various careers within capital markets and asset management, including a panel discussion on post MBA perspectives. Competition Overview: Universities with student-managed portfolios were invited to showcase their success in the areas of growth, value, blend, alternative and fixed income styles of management. Twelve month risk-adjusted returns were used to identify the top portfolio team in each investment category at both the graduate and undergraduate levels.Academic Program Development: The University of Dayton R.I.S.E. Forum offered participants the opportunity to gain invaluable access to the creators of some of the most advanced and successful applied investment management programs in the nation. Breakout sessions were presented by a combination of Wall Street experts, educators, and students to offer a balanced view on important issues facing investment professionals and to share best practices in investment education.
We are very grateful that the Finance Department was willing to send a few of our members to the event and we highly recommend attending The 7th Annual University of Dayton RISE Forum on March 29 - 31, 2007 March 28, 2006
"The Ten Deadly Sins of
Interviewing"
Featuring LUC Alumnus: Merrillyn Kosier Executive Vice President of Ariel Capital Management A 1990 MBA Alumus and member of the Dean's Executive Board, Ms. Kosier presented her intellectual insight on interviewing tactics. Her recommendations are imperative to gaining a competitive advantage in your future interviews. The Ten Deadly Sins of Interviewing: 1) Most Candidates aren't properly prepared for the interview. She recommends spending 8-10 hours for preparation. 2) Understand the Values of the firm. For example, Ariel values "Focus", "Independent Thinking", and "Teamwork". 3) Ask yourself, "What are 5 characteristics others would say about you?" 4) Understand how the company values its business and how they intend to grow. Look at the company's annual report. 5) READ! READ! READ! Read the Journal Daily! Read The Economist. You need to be constantly improving yourself! 6) Take diligent notes during the interview. Show your energy and be passionately motivated. 7) Never ask for a job description. Always perform your due diligence on the firm you are interviewing with. 8) Never talk about salary. Management takes care of exceptional employees. 9) Don't over reach on your resume. Background checks are guaranteed. 10) Never send a thank you e-mail. Always mail a handwritten thank you card. Founded in 1983, Ariel Capital Management, LLC is a privately-owned Chicago-based money management firm with 97 employees and $19.4 billion in assets under management.
March 27, 2006
Jeff Caliguire
You will certainly be ahead of the curve if you can answer these 5 topics about yourself. You should articulate these 5 categories in future interviews. You will be amazed by the outcome. March 21, 2006 Negotiating Personal and Professional Lives: Executive Women
Panelists:
Anita's entrepreneurial spirit and firm belief in networking brought about the establishment of Royal Roots Global Inc. in 1994. Based in Chicago, the company specializes in management and investment consultancy as well as international trade referrals, with projects in China, England, Hong Kong, Singapore and the United States. Anita began to engage in investment activities in early 1980. Since the middle of 1999, she has explored various United States-China business opportunities. Her experience in finance and marketing formed the backbone of Royal Roots specialties; and an array of services is offered to help facilitate US-China business activities. Before establishing Royal Roots Global Inc., Anita started a trading and investment firm in Sin | |||||||||||||||||||||||||||||||
Our
panelists and moderators
examined career strategies
including the paths towards
Asset Management and Investment
Banking. The CFA charter is the
designation of professional
excellence within the global
investment community and we
designated an entire panel to
discuss its added long-term
value. 
We
would like to take this
opportunity to thank the
panelists, moderators, faculty,
staff, Finance Department, and
the executive committee members
of Loyola University Chicago for
their collaborative effort of
yielding a successful
conference. We are also
extremely appreciative to the
sponsors whose bountiful support
has been significant to the
success of this symposium.
.JPG)
Douglas
S. Ehrman is the Director of
Operations for Ocean Tomo Asset
Management, LLC as well as a
principal owner of Experity
Group, LLC. Prior to joining
Ocean Tomo, he was one of the
founders and Chief Executive
Officer of AlphAmerica Asset
Management, LLC in Chicago. He
also served as Chief Executive
Officer of AlphAmerica
Financial, the company that
operated PairsTrading.com prior
to its merger with
PairTrader.com
The
three-part seminar provided
valuable insights about
interviewing with hiring
managers, various career paths
an individual can take in the
investment field and the current
job market. During
intermissions, members were able
to network with fellow CFA
charterholders as well as with
representatives from the
exhibiting companies.
Executives overemphasized the
importance of a sound cover
letter. The four most
important aspects interviewers
look for consist of being
honest, humble, prepared, and
creative. This was another
tremendous opportunity for
members to build relations with
future employers.
Organization
of Chinese Americans of Greater
Chicago
Morning
Keynote Speaker:
Mr. Caliguire gave an enlightening presentation on the your
calling into a career that 'fits'. He discussed his recent
book, "Shifting into Higher Gear", and gave students a
tremendous structure of topics to ask yourself if you are
heading in the right direction. Specifically, he
introduced "S.P.A.M.M.". 
Anita
Y. Tang, Managing Director, Royal Roots Global Inc.