NINTH ANNUAL FINANCE CONFERENCE
Ideas, Insights, and Conversations
Conference Attendees
(As of June 3, 2014)
Conference Co-Chairs
Roch Hillenbrand '72, P'98, Managing Director, Stony Brook Investments, LLC
Edie Hotchkiss, Associate Professor, Finance, Boston College
Hassan Tehranian P'15, Professor, Griffith Family Chair, Boston College
Conference Event Staff
Renee LeBlanc DeCesare MEd'06, Director, Boston College
Sonia Furtado, Communications Specialist, Carroll School of Management, Boston College
Cate Jones, Staff Assistant, Boston College
Julie S. Kelley '07, MBA'17, Administrative Assistant, Boston College
Kasey Preskenis '12, Staff Assistant, Boston College
Janelly Rodriguez MA'10, Administrative Assistant, Boston College
Attendees
Tim Adler MBA'04, Managing Partner and Head of Research and Technology, Windham Capital Management, LLC
Musa Amadeus PhD'15, Doctoral Candidate, Boston College
Ben Anderson, Associate Director, Boston College
William Baker '10, Associate, S&P Capital IQ
Pierluigi Balduzzi, Professor, Finance, Boston College
Steve Barry '85, P'14, '17, Managing Director and Chief Investment Officer, Goldman Sachs Asset Management
Rich Bernstein, Chief Executive Officer, Richard Bernstein Advisors LLC
Tom Bigony '81, Co-Chairman, Co-Chief Executive Officer and Director, Harvey Industries, Inc.
Jim Blue '86, Chief Executive Officer, Marsh & McLennan Agency
John Bohan '91, P'18, Private Investor,
Geoff Boisi '69, P'11, Chairman and CEO, Roundtable Investment Partners LLC
Pat Bonan '79
Matt Botica '72, P'00, '03, '05, '09, '10, Partner, Winston & Strawn LLP
Erskine Bowles, Former Chairperson of the National Commission on Fiscal Responsibility and Reform, Obama
Administration
Andy Boynton '78, P'13, Dean, Carroll School of Management, Boston College
Bill Buttrick '02, Communications Director, Lincolnshire Management Inc.
Ed Calkins, Chief Operating Officer, RGM Capital
Jack Callahan '79, P'16, Principal, Callahan Management Systems, Inc.
Rich Canning '81, Owner, Golden Eagle Companies, LLC
Dr. Robert F. Capalbo '62, MA'74, PhD'90, Associate Director, Boston College
Chris Caruso MBA'82, P'11, President, Pangaea Business Solutions
Walter Casey '66, P'98, '00, Casey Capital
Todd Chapman '94, President and CEO, JMA Ventures, LLC
Tom Chemmanur, Professor, Finance, Boston College
John Clavin '84, P'18, '18, Chief Business Development Officer, Merganser Capital Management
Chuck Clough '64, P'87, '93, '98, Chairman and Chief Executive Officer, Clough Capital Partners, L.P.
Leo Corcoran '81, P'07 '09, President, Autumn Development Co Inc
Tom Cosmer MBA'89, P'12, '16, Managing Director, BNY Mellon Investment Management
Mary Lou Crane P'08'11, Senior Principal Giving Advisor, Boston College
Tim Cronin '92, Vice President, High Yield Analyst, State Street Global Advisors
Mark D'Annolfo '83, Managing Director, Stephen D. Cutler Center, Babson College
Dave Dailey '92, Head of Product Sales, Silicon Valley Bank
Caitlin Dillon Dannhauser PhD'15, Doctoral Candidate, Boston College
Dwight Davenport, Principal, Vodia Capital, LLC
Melinda Davis MBA'01, Wealth Manager, Northstar Financial Planning, Inc.
Paul Deeley '62, P'92, '95, '95, Senior Vice President, AHIM
Michael Devlin '88, Managing Director, Curragh Capital Partners
Gemma Dorsey MS'05, Associate Director, Boston College
Joseph Downing MBA'00, Chief Operating Officer, John Adams Innovation Institute
Jeff Dziama '80, P'09, Managing Director, JP Morgan Private Bank
Ali Ebrahim Nejad PhD'15, Doctoral Candidate, Boston College
David Fettig, Vice President, Public Affairs, Federal Reserve Bank of Minneapolis
George Fischer '83, Managing Director of Research, Macroeconomic & Structured, Fidelity Management & Research
Company
Maureen Fitzgerald '91, Head of North American Institutional Distribution, Pyramis Global Advisors
Fred Flynn '72, P'09, '13, Audit Committee Chairman, Polypore International Inc.
Bob Foley '71, P'01, '05
Pouyan Foroughi PhD'16, Doctoral Candidate, Boston College
John Franson MBA'95, Director, Globalview Advisors LLC
Dan Fuss, Vice Chairman, Loomis Sayles & Company, L.P.
Kathleen Gallanar '86, Director of Business Development, EurekaConnect LLC
John Griffin, Jr. '65, P'93, '94, Of Counsel, Greenberg Traurig LLP
Anthony Grillo P'05, '11, Managing Director, American Securities Opportunities Fund
Joseph Guinta '83, Chief Investment Officer, Managing Member, Fair Haven Capital, LLC
John Hackett '87, Chief Financial Officer, BDC Capital
George F. Hamel, Jr., Founder and Chief Operating Officer, ValueAct Capital
John Hamill
Scott Harrington '85, Vice Chairman, Managing Director, JPMorgan Chase & Co.
Susan Harrington, Partner, Rubin and Rudman LLP
Ed Hayward P'16, Associate Director, Office of News and Public Affairs, Boston College
Sean Hennessey '87, MBA'03, Associate Director, Office of News and Public Affairs, Boston College
Mark Herman '91, Vice President, Goldman, Sachs & Co.
Drew Hession-Kunz MBA'99, Founder/President, i-Nalysis
Charles L. Hill
Clifford Holderness, Professor, Finance, Boston College
Dan Holland '79, P'07 '08, Managing Director, Private Wealth Management, Goldman, Sachs & Co.
Dan Holland '07, MBA'12, Senior Associate, Providence Equity Partners
Mark Holland '71, P'10, President, Wellesley Financial Advisors, LLC
Saeid Hoseinzade PhD'16, Doctoral Candidate, Boston College
Tim Howes, Assistant Professor, Finance, Johnson & Wales University
Willis Hulings, Interim Advisor, MiddleGrounde Partners
Peter Izzo '97, Wealth Management Advisor, Merrill Lynch Wealth Management
Rob James MBA'03, Part Time Faculty, Boston College
Peter Jordan '79, Managing Partner, Hampshire Holdings, LLC
Jack Joyce '61, MBA'70, Managing Director, Deutsche Bank Americas
Oguzhan Karakas, Assistant Professor, Boston College
Gary Kayakachoian '79, Lecturer, Finance, University of Rhode Island
Darren Kisgen, Associate Professor, Finance, Boston College
Narayana Kocherlakota, President and Chief Executive Officer, Federal Reserve Bank of Minneapolis
Lei Kong PhD'15, Doctoral Candidate, Boston College
Jeff Koplik MBA'11, Lead Specialist, ANSYS, Inc.
Geoffrey Lasry, Director, Pacific Alternative Asset Management Company
Scott Lassonde, CFO, Harvey Building Products
Ken Lavin, Alumni Advisor, Economic Consultant, Northeastern University
Yingzhen Li MBA/MSF'07, PhD'14, Doctoral Candidate, Boston College
Howard Lindauer, Vice President, Morgan Stanley
Rich Lindquist '82, P'15, Managing Director, Morgan Stanley Investment Management
Michelle Lombardi '07, MBA'12, Portfolio Manager, Investment Solutions Group, State Street Global Advisors
Nadya Malenko, Assistant Professor, Boston College
Ray Mancini '60, MBA'11, P'81, '83, '84, Chairman, Rhode Island Distributing Co., LLC
Alan Marcus, Professor, Mario J. Gabelli Endowed Professorship, Finance, Boston College
Dave Martens '02, MBA'07, MSF'08, Director of Investment Analysis and Operations, Boston College
Jeff McCarthy MBA'89, Executive Vice President, American Financial Systems, Inc.
Rich McGowan, S.J. STM'83, Adjunct Associate Professor, Boston College
Mahdi Mohseni PhD'15, Doctoral Candidate, Boston College
Bob Morrissey '60, P'86, '88, '91, '95, '97, Senior Partner, Morrissey, Hawkins & Lynch
Debbie Morrocco '81, P'10, '14, Vice President, Belknap White Group Inc
Dmitriy Muravyev, Assistant Professor, Finance Dept, Boston College
John Murphy '71, P'99, '09, Independent Director, Legg Mason
Ray Murphy JD'61, Principal, BlumShapiro
Xuechuan Ni PhD'17, Doctoral Candidate, Boston College
Vinh Q. Nguyen PhD'16, Doctoral Candidate, Boston College
Trevor Norwitz, Partner, Wachtell, Lipton, Rosen & Katz
Andrew Novelline '98, President, Abbot Financial Management, Inc.
Dave O'Connor '86, P'16, '18, Senior Managing Partner, High Rise Capital Management, L.P.
Jeanne O'Keefe '75, CFO, Mathworks Inc
Terrance Ober, Portfolio Specialist, Richard Bernstein Advisors LLC
Matthew Osborn PhD'15, Doctoral Candidate, Boston College
Rick Pearl, VP, Global CSR Officer, State Street Corporation
Jim Philbin '84, P'18, Partner, Marcum LLP
Kevin Phillips JD'75, P'14, Owner, Law Offices of Kevin P. Phillips
Chris Piccione '96, MSF'00, MBA'05, Vice President, Harvard Management Company
Jeffrey Pontiff, Professor, James F. Cleary Chair in Finance, Boston College
Bill Power '93, Managing Director, Citi
Tom Rattigan '60, P'97
Christy Reeves, Director, Community Relations and Executive Director, BCBSLA Foundation, Blue Cross Blue Shield
Louisiana
Jon Reuter, Assistant Professor, Boston College
Dave Roache '77, Managing Director, Consilium Partners
Jenny Robertson, Senior Communications Specialist, FedEx
Kate Rubin, Vice President Social Responsibility, President United Health Foundation, UnitedHealth Group
Mike Rush, Lecturer, Finance, Boston College
Tom Ryan '63, P'98, Private Investor, The Connors Family Office
Ronnie Sadka, Finance Professor, Boston College
Max Rodriguez '96, Senior Vice President, First Pacific Advisors, LLC
Louis Salemy '84, Partner, MTS Capital, LLC
Ginger Saariah, Executive Director, Boston College
Susana Schroeder MBA'14, Senior Analyst, Cerulli Associates
Bob Segal '87, CEO, Atlantic Capital Strategic
Randy Seidl '85, P'13, '18, CEO/Founder, Revenue Acceleration, LLC
Yao Shen PhD'15, Doctoral Candidate, Boston College
Jon Simon '91, MBA'04, Director, Client Service, Batterymarch Financial Management, Inc.
Elliott Smith MBA'88, Lecturer, Boston College
Katherine Smith, Executive Director, The Center for Corporate Citizenship, Boston College
Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.
Harold D. Spilker PhD'15, Doctoral Candidate, Boston College
John Spinnato P'11, '15, Vice President N.A. Corporate Social Responsibility, sanofi-aventis
Jennifer Standley, Office of Marketing and Communications, Boston College
David Sterner P'17, Senior Vice President, Wealth Management, Merrill Lynch & Co
Philip Strahan, Professor, John J.L. Collins, S.J. Chair, Finance, Boston College
Greg Strakosch '84, P'14, '16, '17, Chairman, CEO and Co-Founder, TechTarget
Ellen Sullivan '88, Executive Director Principal Giving Strategies, Boston College
Greg Summe, Managing Director and Vice Chairman of Global Buyout, The Carlyle Group
Dick Syron '66, HON'89, P'08, Adjunct Professor, Finance, Boston College
Bob Taggart P'98'06, Professor of Finance, Boston College
Jerome Taillard, Assistant Professor, Finance, Boston College
Mark Tarini '82, P'15, Managing Director, Arclight Capital Partners
Ron Thomann, Marketing, P/E Investments, LLC
Trisa Thompson, Vice President, Corporate Responsibility, Dell Inc.
Wenzhi Wang PhD'17, Doctoral Candidate, Boston College
Clark Warner, Program Director, Product Management, IBM
Bianca Werner PhD'15, Doctoral Candidate, Boston College
Joe Wickwire '86, Portfolio Manager and Equity Analyst, Fidelity Investments
Jing Xie, Doctoral Candidate, Boston College
Jun Yang PhD'17, Doctoral Candidate, Boston College
Qianqian Yu PhD'16, Doctoral Candidate, Boston College
Rob Zdunczyk '94, Portfolio Manager, Clough Capital Partners, L.P.
Yuyuan Zhu PhD'16, Doctoral Candidate, Boston College
John Zona '89, MBA'93, MEd'06, Assist Treasurer and Assoc Dir of Invest, Boston College
Media
Chris Condon, Bloomberg
Tim Czerwienski, Boston College
Michael Derby, Dow Jones
Jerry Kronenberg, Market News International
Brian Snyder, Reuters
Richard Valdmanis, Reuters