Past Meetings

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2009 CHICAGO QWAFAFEW MEETINGS
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December 3, 2009

“The Chicago QWAFAFEW Holiday Party:

Featuring a Panel Discussion on the Money Management Industry”

PANELISTS:

Mr. Dennis Chookaszian, Former CEO of CNA Insurance
Topic: Future of the Financial Industry, including mergers & acquisitions, the insurance industry, and financial jobs in Chicago

Mr. Michael Herbst, Associate Director of Fund Analysis, Morningstar, Inc.
Topic: Asset Management Industry

Ms. Hilary Till, Principal, Premia Capital Management, LLC, and Research Associate, EDHEC Risk and Asset Management Research Centre
Topic: Commodities

Mr. Keith Black, Associate, Ennis Knupp + Associates

Topic: Green Investing

Ms. Susan Barreto, Deputy Editor, InvestHedge

Topic: Current and Future Issues for Global Hedge Fund Investors

October 8, 2009

“Financial Crisis: Outlook for Supervision and Exchanges”

PANELISTS:

Dr. George C. Kaufman, J.F. Smith, Jr. Professor of Finance and Economics and Director of the Center for Financial and Policy Studies, Loyola University Chicago; Co-Chair, Shadow Financial Regulatory Committee

Dr. Michael Gorham, Industry Professor of Finance, Stuart School of Business, Illinois Institute of Technology; former Director of the CFTC Division of Market Supervision

February 25, 2009

Click here for a Chicago Tribune story about this meeting

“Diversification, Portfolio Management and Use of New Volatility-based Index Products”

SPEAKERS:

Mr. Srikant Dash, Global Head of Research and Design, Standard & Poor’s Index Services

Click here for Mr. Dash’s presentation

Mr. Mark Krommenhoek, Principal, Barclays Global Investors

Mr. Keith H. Black, Ennis Knupp + Associates

Click here for Mr. Black’s presentation

Mr. Jamie Tyrell, Group One Trading

Mr. Brett Estell, Director, Chicago Trading Company (CTC)

2008 Meetings

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2008 CHICAGO QWAFAFEW MEETINGS
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September 11, 2008

“PENSION FINANCE: ASSET ALLOCATION AND ASSET-LIABILITY MANAGEMENT”

SPEAKERS:

Mr. Ronald J. Ryan, CFA. CEO, Founder, Ryan ALM, Inc.

Click here for Mr. Ryan’s Presentation

Click here for Mr. Ryan’s Article

Mr. Keith H. Black, CFA, CAIA. Associate, Ennis Knupp + Associates

Click here for Mr. Black’s Presentation

February 13, 2008

“OPTIONS IN 2008 – TOOLS TO NAVIGATE MORE VOLATILE MARKETS”

Click here for a summary and presentations from this meeting

Click here for a Chicago Tribune story about this meeting

SPEAKERS:

Mr. Jason Ungar, Director, Ansbacher Investment Management

Mr. John DiBacco, Managing Director, Head of US Equity Derivatives Trading, UBS

Mr. Jon Najarian, cofounder of optionMONSTER

Mr. Joe Cusick, Vice President of Education for optionsXpress

2005 – 2007 Meetings

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2007 CHICAGO QWAFAFEW MEETINGS
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December 6, 2007

“The Sixth Annual Chicago QWAFAFEW Holiday Party: Featuring a Panel Discussion on the Money Management Industry”

PANELISTS:

HEDGE FUNDS: Mr. Keith Black, Associate, Ennis Knupp + Associates

Click here for Mr. Black’s Presentation

JOB MARKET: Ms. Kathleen Graham, Principal, HQ Search, Inc.

MUTUAL FUNDS: Mr. John Rekenthaler, Vice President, Research and New Product Development, Morningstar, Inc.

COMMODITIES: Ms. Hilary Till, Principal, Premia Capital Management, LLC, and Research Associate, EDHEC Risk and Asset Management Research Centre

Click here for Ms. Till’s Presentation

November 15, 2007

“Innovations in Commodity Futures Trading”

PANELISTS:

Mr. George Dowd, Director, Fimat USA

Dr. Paul Kaplan, Vice President, Quantitative Research, Morningstar

Click here for Dr. Kaplan’s Presentation

Ms. Hilary Till, Principal, Premia Capital Management, LLC and Co-editor,Intelligent Commodity Investing

Click here for Ms. Till’s Presentation

September 27, 2007

“Portfolio Management and the Volatility of Volatility Indexes”

Click here for presentations from this event

PANELISTS:

Mr. Keith H. Black, CFA, Ennis Knupp + Associates

Ms. Kelly Haughton, Strategic Director, Russell Indexes

Mr. Paul Kepes, Managing Director, Chicago Trading Company (CTC)

Mr. David E. Kuenzi, Head of Risk Management and Quantitative Research,Glenwood Capital Investments, LLC

Mr. Dominic Salvino, Group One Trading

June 14, 2007

“New Developments in Exchange-listed Derivatives: Volatility, Credit, Portfolio Margining, and ETNs”

Click here for a summary of this event

PANELISTS:

Mr. Douglas J. Engmann, Senior EVP and Managing Director of Equities,FIMAT USA

Click here for Mr. Engmann’s Presentation

Mr. Philippe El-Asmar, Managing Director, Barclays Capital

Mr. Ben Londergan, Co-CEO of Group One Trading

Click here for Mr. Londergan’s Presentation

Dr. Izzy Nelken, President of Super Computer Consulting

Click here for Dr. Nelken’s Presentation

April 19, 2007

“PENSION FUND RISK MANAGEMENT”

PANELISTS:

Mr. Aaron Meder, Head of Asset-Liability Investment Solutions, Americas,UBS

Click here for Mr. Meder’s Presentation

Mr. Eric Friedman, Consultant, Watson Wyatt

Click here for Mr. Friedman’s Presentation

April 5, 2007

“A PANEL DISCUSSION WITH THE CHICAGO AUTHORS OF INTELLIGENT COMMODITY INVESTING”

PANELISTS:

Mr. Rian Akey, Vice President and COO, Cole Partners

Click here for Mr. Akey’s Presentation

Mr. Thomas Idzorek, CFA, Vice President, Director of Research and Product Development, Ibbotson Associates

Ms. Hilary Till, Principal, Premia Capital Management, LLC and Co-editor,Intelligent Commodity Investing

Click here for Ms Till’s Presentation

February 22, 2007

“CORPORATE GOVERNANCE AND FINANCIAL ETHICS”

SPEAKERS:

Mr. Timur Gök, Instructor of Finance, Northern Illinois University and Regional Co-Director of the Chicago chapter of Professional Risk Managers’ International Association (PRMIA)

Click here for Mr. Gök’s Presentation

Mr. John Boatright, Professor of Business Ethics, Graduate School of Business at Loyola University Chicago

Click here for Mr. Boatright’s Presentation

January 30, 2007

“INNOVATIVE FACTORS IN EQUITY MODELING”

SPEAKERS:

Mr. Carson Boneck, Senior Quantitative Analyst;

and Mr. Jason Hans, Senior Quantitative Analyst, Quantitative Services Group (QSG)

Click here for Mr. Boneck’s and Mr. Hans’ Presentation

Mr. Rawley Thomas, President, LifeCycle Returns, Inc.

Click here for Mr. Thomas’ Presentation

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2006 CHICAGO QWAFAFEW MEETINGS
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December 7, 2006

“The Fifth Annual Chicago QWAFAFEW Holiday Party: Featuring a Panel Discussion on the Money Management Industry”

SPEAKERS:

Mr. Jim Bianco, President, Bianco Research

Click here for Mr. Bianco’s Presentation

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

October 12, 2006

“Valuing Intangibles in the Financial Markets”

SPEAKERS:

Mr. Keith Cardoza, President, Ocean Tomo Asset Management

Topic: “Valuing Patents”

Click here for Mr. Cardoza’s Presentation

Mr. Richard Luss, Senior Research Associate, Watson Wyatt

Topic: “Valuing Human Capital”

September 28, 2006

“International Investing”

SPEAKERS:

Dr. Stefano Cavaglia, Managing Director and Head of Global Quantitative Strategies, UBS O’Connor LLC, Chicago

Topic: “Global Style Investing”

Dr. Michele Gambera, Senior Research Consultant and Chief Economist,Ibbotson Associates, Chicago

Topic: “How Much Country Bias Do You Need?”

June 15, 2006

“New Research Into Indexing, Benchmarking and Performance Measurement”

SPEAKERS:

Mr. Keith Black, Assistant Professor of Investments,

Stuart Graduate School of Business at the Illinois Institute of Technology

Click here for Mr. Black’s Presentation

Dr. Paul Kaplan, Vice President of Quantitative Research, Morningstar

Click here for Dr. Kaplan’s Presentation

Mr. Ron Surz, President, PPCA, Inc.

Click here for Mr. Surz’ Presentation

May 31, 2006

“New Developments in Natural Resources Investing”

SPEAKERS:

Mr. John FitzGibbon, Investment Analyst, Lighthouse Partners, LLC

Mr. Robert Ray, Senior Vice President of Business Development, Chicago Board of Trade

click here for Mr. Ray’s presentation

Mr. Michael Songer, President, Spectrum Asset Management, LLC

click here for Mr. Songer’s presentation

Mr. Jon Stein, Chief Strategic Officer and Co-CIO, AlphaMetrix Investment Advisors, LLC

click here for Mr. Stein’s presentation

Ms. Hilary Till, Principal, Premia Capital Management, LLC and Co-editor,Intelligent Commodity Investing

click here for Ms. Till’s presentation

click here for Ms. Till’s article

March 23, 2006

“Competition Among Exchanges and What it Means to Chicago and the Financial Industry”

SPEAKERS:

EQUITY EXCHANGES: Mr. Mike Cormack, Executive Vice President,NYSE Group

OPTIONS EXCHANGES: Mr. Richard DuFour, Executive Vice President of CBOE

EXCHANGE COMPETITION: Dr. Michael Gorham, Director of theIllinois Institute of Technology Center for Financial Markets, Stuart School of Business

click here for Dr. Gorham’s presentation

FUTURES EXCHANGES: Mr. Russ Rausch, EVP Global Support and CIO of Trading Technologies

click here for Mr. Rausch’s presentation

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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 forBRI 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

Mr. Alan Konn, Principal, Uhlmann Price Securities, LLC

click here for Mr. Konn’s presentation

Ms. Cari Lynn, Author of

“Leg the Spread: A Woman’s Adventures Inside the Trillion-Dollar Boy’s Club of Commodities Trading”

click here for information on Ms. Lynn’s presentation

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)

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, MorningstarAssociates 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.

2002 – 2004 Meetings

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2004 CHICAGO QWAFAFEW MEETINGS
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December 2, 2004

“The Third Annual Chicago QWAFAFEW Holiday Party: Featuring a Panel Discussion on the Money Management Industry”

JOB MARKET: Ms. Kathy Graham, Principal, HQ SEARCH, INC,

click here for Ms. Graham’s presentation;

MUTUAL FUNDS: Mr. Kunal Kapoor, Director, Mutual Fund Analysis,MORNINGSTAR,

click here for Mr. Kapoor’s presentation;

FUND OF HEDGE FUNDS: Ms. Galina Kalcheva, Consultant, IBBOTSON ASSOCIATES,

click here for Ms. Kalcheva’s presentation;

IPO’s: Dr. Josef Schuster, Founder, IPOX Schuster LLC,

click here for Dr. Schuster’s presentation; and

COMMODITIES: Mr. Thomas Clark, Manager, Commodity Product Sales,Chicago Mercantile Exchange;

click here for information on Mr. Clark’s presentation

September 30, 2004

“Are Bonds the Answer? Pension Solutions & Fixed Income’s Indispensable Role in Asset Allocation”

Mr. David Hershey, Director of Research, Lotsoff Capital Management,

click here for Mr. Hershey’s presentation

click here for Mr. Hershey’s prepared remarks

Mr. Ron Ryan, Chief Financial Architect, Ryan ALM, Inc.

May 20, 2004

“Modeling Foreign Currency Markets for Risk Management”

Mr. Michael Wilcox, President, ALFORD ASSOCIATES, INC.

click here for Mr. Wilcox’s presentation

Mr. Ulf Lindahl, Chief Investment Officer, A.G. BISSET & CO.

April 29, 2004

“Challenges Facing the Financial Services Industry”

Mr. Michael Henkel, President, IBBOTSON ASSOCIATES

Mr. Ian McDonald, Reporter, WALL STREET JOURNAL

Ms. Jeannette Lewis, Senior Special Counsel for Regulation, Midwest Regional Office, SECURITIES AND EXCHANGE COMMISSION.

MODERATOR: Ms. Patricia Gillman, Counsel, SEYFARTH SHAW.

March 25, 2004

“Volatility and Enhanced Returns”

Dr. Joanne Hill, Managing Director, GOLDMAN SACHS

click here for Dr. Hill’s presentation

Dr. Izzy Nelken, President, SUPER COMPUTER CONSULTING, INC.

click here for Dr. Nelken’s presentation

Mr. Gary Lahey, Adjunct Lecturer, ITT CENTER FOR LAW AND FINANCIAL MARKETS

click here for Mr. Lahey’s presentation

Mr. Jon “Dr. J” Najarian, Chief Market Strategist, PTI SECURITIES

Click here for picture from event: Dr. Barry Feldman, Ibbotson Associates; Mr. Matthew Moran, CBOE; Ms. Hilary Till, Premia Capital; Dr. Joanne Hill, Goldman Sachs; and Mr. Gary Lahey, IIT Center for Law and Financial Markets.

February 19, 2004

“Venture Capital: Due Diligence and Risk Monitoring”

Mr. Peter Stavros, Vice President, GTCR

click here for Mr. Stavros’ presentation

Ms. Melissa Van Hees, Director of Risk Management, BRI Partners LLC

click here for Ms. Van Hees’ presentation

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2003 CHICAGO QWAFAFEW MEETINGS
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December 4, 2003

“Second Annual Chicago QWAFAFEW Holiday Party: Featuring a Panel Discussion on the Money Management Industry in Chicago”

A Joint Meeting with the Chicago Chapter of 100 Women in Hedge Funds

PANELISTS:

DERIVATIVES MARKETS: Mr. Rick Redding, Managing Director, Index Products, Chicago Mercantile Exchange;

MUTUAL FUNDS: Mr. Kunal Kapoor, Associate Director of Fund Research, Morningstar;

click here for Mr. Kapoor’s presentation

PENSION FUND CONSULTING: Mr. Bill Lowery, CEO, Lowery Asset Consulting;

HEDGE FUNDS: Ms. Kristin Fox, Executive Editor, HedgeWorld; and

JOB MARKET: Ms. Kathy Graham, Principal, HQ Search, Inc.

click here for Ms. Graham’s presentation

October 16, 2003

“Due Diligence and Portfolio Construction in Funds-of-Hedge-Funds”

Ms. Kristin Fox, Executive Editor, HedgeWorld

Mr. Marty Kaplan, Managing Director and Investment Committee Member, Mesirow Advanced Strategies

click here for Mr. Kaplan’s presentation

Mr. David Gordon, Vice President and Investment Committee Member, Glenwood Capital Investments LLC

September 25, 2003

“Performance Enhancement Through Short Sales”

Mr. Brian Burda, CFA, Director of Quantitative Research, Schwab Capital Markets Investment Analytics

Mr. Howard Eisen, Director of Prime Brokerage Services, ABN Amro.

click here for Mr. Eisen’s presentation

August 21, 2003

“Portfolio Performance Enhancement Through Better Firm Level Analysis”

Dr. Peter M. Jankovskis, Director of Research, OakBrook Investments, LLC

click here for Dr. Jankovskis’ presentation

Mr. Rawley Thomas, President, LifeCycle Returns, Inc.

click here for Mr. Thomas’ articles

May 15, 2003

“Hedge Fund Policy Allocation and Due Diligence”

Dr. Renato Staub, Director, UBS Global Asset Management

click here for a summary of Dr. Staub’s paper

click here for Dr. Staub’s presentation

Mr. Michael Jawor, Glenwood Capital Investments, LLC

April 24, 2003

“New Research on Equity Indices”

Dr. Paul Kaplan, Director of Research, Morningstar

Mr. Sanjay Arya, Director of Morningstar Indexes

click here for the Morningstar presentation

Mr. James Quinn, University of California-Berkeley

Mr. Frank Wang, University of California-Berkeley

click here for Mr. Quinn and Mr. Wang’s presentation

March 20, 2003

“Derivatives, Volatility, and Hedge Funds”

Dr. Izzy Nelken, President, Super Computer Consulting, Inc.

click here for Dr. Nelken’s article

Mr. Sheldon Natenberg, Chicago Trading Company

click here for Mr. Natenberg’s presentation

Ms. Hilary Till, Principal, Premia Capital Management, LLC

click here for Ms. Till’s article

click here for Ms. Till’s presentation

February 20, 2003

“Derivatives Applications in Fixed Income Portfolios”

Dr. Cadmus Hicks, Vice President, Nuveen Investments

click here for Dr. Hicks’ presentation

Mr. Matthew O’Connor, Vice President, Lehman Brothers

click here for Mr. O’Connor’s presentation

January 16, 2003

“Efficiency Issues in Accessing and Hedging International Exposure”

Mr. James Davison of Barclays Global Investors

Mr. Josh Ortego of Susquehanna Investment Group

Mr. Giovanni Ford of MSCI

click here for Mr. Ford’s presentation

Moderator: Mr. Matthew Moran, Chicago Board Options Exchange

click here for Mr. Moran’s introduction

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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 MorningstarMutual 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.