I’ll be a panelist at next week’s 360 Exchange conference (Thurs, Sep 18) at the Bloomberg headquarters in New York City for the 10:20am session on volatility in macro and markets. My co-panelist is Dan Farley, chief investment officer for the investment solutions group at State Street Global Advisors. In fact, there’s a great lineup of speakers and discussions about economics and finance throughout this day-long event. For details, take a look at the agenda below or visit the conference’s web site.
8:15 – 8:55 PARTICIPANT CHECK-IN AND BREAKFAST
8:55 – 9:00 INTRODUCTION TO THE 360 EXCHANGE iPAD APP
9:00 – 9:15 WELCOME & SETTING THE AGENDA: ADOPTING A 360 PERSPECTIVE
Kristi Mitchem, Executive Vice President and Head of the Americas Institutional Client Group, State Street Global Advisors
Jason Kelly, Managing Editor, Bloomberg LINK; Author, The New Tycoons: Inside the Trillion Dollar Private Equity Industry That Owns Everything
9:15 – 9:45 A CONVERSATION WITH ARTHUR LEVITT
Arthur Levitt, Jr., Former Chairman, US Securities and Exchange Commission; Host, Bloomberg Radio’s “A Closer Look with Arthur Levitt”
Interviewed by:
Barry L. Ritholtz, Host, Bloomberg Radio’s “Masters in Business;” Columnist, Bloomberg View; Founder and Chief Investment Officer, Ritholtz Wealth Management
9:45 – 10:15 THE INVESTOR PERSPECTIVE
Rick Lacaille, Executive Vice President and Global Chief Investment Officer, State Street Global Advisors
Interviwed by:
Vonnie Quinn, Co-host, “The Hays Advantage,” Bloomberg Radio
10:15 – 10:20 MARKET REGIME INDICATOR
Dan Farley, Senior Managing Director and Chief Investment Officer for the Investment Solutions Group, State Street Global Advisors
10:20 – 10:55 VOLATILITY: CALM SEAS OR STORMY WATERS?
Dan Farley, Senior Managing Director and Chief Investment Officer for the Investment Solutions Group, State Street Global Advisors
James Picerno, Author, Nowcasting the Business Cycle
Interviewed by:
Eric Chemi, Head of Research, Bloomberg Businessweek and Bloomberg TV
10:55 – 11:10 REFRESHMENT BREAK
11:10 – 11:30 “THIS TIME IS DIFFERENT”
Carmen Reinhart, PhD, Co-Author, This Time Is Different: Eight Centuries of Financial Folly; Minos A. Zombanakis Professor of the International Financial System, Harvard Kennedy School
11:30 – 12:10 THE END OF TRENDS: A NEW LOOK AT GLOBAL INVESTING
Michael Ho, PhD, Senior Managing Director and Chief Investment Officer for Active Emerging Market Equities and Global Macro, State Street Global Advisors
Carmen Reinhart, PhD, Co-Author, This Time Is Different: Eight Centuries of Financial Folly; Minos A. Zombanakis Professor of the International Financial System, Harvard Kennedy School
Interviewed by:
Vonnie Quinn, Co-host, “The Hays Advantage,” Bloomberg Radio
12:10 – 12:40 THE CIO AS LEADER
Scott Powers, President and Chief Executive Officer, State Street Global Advisors
Kathleen Gallagher, Chief Investment Officer – Benefits Plans, Ford Motor Company
Interviewed by:
Jason Kelly – Managing Editor, Bloomberg LINK; Author, The New Tycoons: Inside the Trillion Dollar Private Equity Industry That Owns Everything
12:40 – 14:00 LUNCH DISCUSSION: BIG DATA, BIG ASSETS
Leerom Segal, Co-Author, The Decoded Company; Co-Founder and Chief Executive Officer, Klick Health
TBD Speaker
Gary Kazantsev, Manager, Machine Learning Group, Bloomberg LP
Interviewed by:
Diane Brady, Senior Editor, Bloomberg Businessweek
14:00 – 14:05 FIXED INCOME ETF INNOVATIONS
John F. Keller, CFA, Global Head of Fixed Income ETF Portfolio Management, State Street Global Advisors
14:05 – 14:35 UNDERSTANDING EUROPE’S IMPACT NOW
Paul De Grauwe, Author, Economics of Monetary Union; John Paulson Chair in European Political Economy, London School of Economics, European Institute
Michael Ho, PhD, Senior Managing Director and Chief Investment Officer for Active Emerging Market Equities and Global Macro, State Street Global Advisors
Interviewed by:
Vonnie Quinn, Co-host, “The Hays Advantage,” Bloomberg Radio
14:35 – 15:05 LEADERSHIP, WINNERS AND LOSERS: THE SCIENCE BEHIND THE FORMULA
Ashley Merryman, Award-winning Co-Author, Top Dog: The Science of Winning and Losing
15:05 – 15:10 THE WAR FOR TALENT
Kristi Mitchem, Executive Vice President and Head of the Americas Institutional Client Group, State Street Global Advisors
15:10 – 15:25 REFRESHMENT BREAK
15:25 – 15:50 THE Q EQUATION: HOW TO EVALUATE QUALITY ACROSS THE INVESTMENT SPECTRUM
Jeremy Siegel, PhD, Author, Stocks for the Long Run; Russell E. Palmer Professor of Finance, Wharton School of the University of Pennsylvania
Rick Lacaille, Executive Vice President and Global Chief Investment Officer, State Street Global Advisors
Interviewed by:
Kathleen Hays, Host, “The Hays Advantage,” Bloomberg Radio
15:50 – 16:10 UNDERSTANDING GEN Y
Nadira Hira, Author, Misled: How a Generation of Leaders Lost the Faith (And Just What You’ll Need to Get It Back)
16:10 – 16:45 THE PSYCHOLOGY OF MARKETS: BEHAVIORAL FINANCE FOR THE CIO
Nicholas Barberis, PhD, Stephen and Camille Schramm Professor of Finance, Yale School of Management
16:45 – 16:55 WRAP UP WITH KRISTI MITCHEM AND JASON KELLY
16:55 EVENT CONCLUDES
17:00 – 18:15 COCKTAIL RECEPTION