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.