Advanced Wealth Management Conference

Date:
October 19 2015 to October 20 2015
Location:
Swissôtel Chicago
323 East Upper Wacker Drive
Chicago, IL 60601-9722
United States
Phone:
+1 (312) 565-0565

IMCA's Advanced Wealth Management Conference is fast becoming the must-attend wealth management event for IMCA members, Certified Private Wealth Advisor® (CPWA®) designees, and top advisors around the country. Join some of the industry's most influential minds on October 19-20  in Chicago to discuss some of the leading topics in wealth management today. This year's speakers include John Heaton, professor of finance at the University of Chicago Booth School of Business, Moshe Milevsky, associate professor of finance at the Schulich School of Business, and Marvin Zonis, professor emeritus at The University of Chicago Booth School of Business.

 

John Heaton, PhD, is the Joseph L. Gidwitz professor of finance at the University of Chicago Booth School of Business. He studies asset pricing, portfolio allocation, and time-series economics. His research has earned him numerous fellowships, including an Alfred P. Sloan Research Fellowship, a National Science Foundation Fellowship, and a Provost Fund Fellowship from Massachusetts Institute of Technology (MIT). Prior to joining the Chicago Booth faculty in 2000, he was the Nathan S. and Mary P. Sharp Distinguished Professor of Finance at Northwestern University’s Kellogg School of Management. He also  held positions at MIT’s Sloan School of Management and at the Hoover Institution. Currently, he is also a research associate of the National Bureau of Economic Research. Originally from Canada, he earned a bachelor’s degree in commerce at the University of Windsor, a master’s degree in economics from the University of Western Ontario, and a PhD in economics from the University of Chicago.

 

Moshe Milevsky, PhD, is associate professor of finance at the Schulich School of Business at York University, Toronto, and Executive Director of The IFID Centre. He has published 10 books, more than 60 peer-reviewed articles and is on the editorial board of the Journal of Pension Economics and Finance, Risk Management and Insurance Review, and the Journal of Retirement. In his session, Milevsky will present principles around sound retirement-income planning by presenting the equations that are at the core of providing a sustainable retirement income.

 

Marvin Zonis, PhD, is a former professor at The University of Chicago Booth School of Business, where he taught courses on international political economy, leadership, and e-commerce. As head of Marvin Zonis & Associates, he consults to corporations and professional asset management firms worldwide, helping them to identify, assess, and manage political risks. He has written extensively on globalization, digital technologies, emerging markets, Middle Eastern politics, the oil industry, Russia, and U.S. foreign policy, and he has been published in the Financial Times, the New York Times, the International Herald Tribune, Chief Executive magazine, La Vanguardia, and the Japanese journal Nikkei Weekly. His books include The Kimchi Matters: Global Business and Local Politics in a Crisis Driven World: The Eastern European Opportunity; Majestic Failure: The Fall of the Shah; Khomeini and the Islamic Republic of Iran; and The Political Elite of Iran. In his session, Zonis will examine the rules for successful global investing and the 15 principles for "getting globalization right," including estimates of corruption, leadership succession, external threats, and others, to help businesses effectively assess.

Richard Bowen is the former business chief underwriter for Citigroup during the housing bubble financial crisis meltdown. He witnessed fraud firsthand inside the organization as the company certified poor mortgages as quality mortgages and sold them to Fannie Mae, Freddie Mac and other investors. He testified before the Securities and Exchange Commission and was a key witness and gave nationally televised testimony before the Financial Crisis Inquiry Commission. His testimony has been quoted in articles and pieces of litigation related to the meltdown. He has taken lessons learned from his business experience and now speaks and consults with executives to build organizations with accountable and ethical corporate cultures. He received a bachelor of science in Mechanical Engineering from Texas Tech University and a MBA from the University of Texas at Austin. He is a certified public accountant and was named CPA of The Year in 2012 by the Dallas Society of CPA’s and Dallas’ D CEO Magazine recognized him as the 2012 recipient of its annual Financial Executives Award for Excellence in Corporate Governance.

Brendan Boyle is a senior managing director at Blackstone and is responsible for private wealth management distribution. Before joining Blackstone in 2011, he was an independent consultant in the financial services industry, advising some of the leading asset management, broker-dealer, and insurance companies, as well as some select private equity firms, in all aspects of business development. Previously, he spent 25 years in senior management positions in the private client and asset management at leading Wall Street firms, including Smith Barney, Prudential Securities, and UBS/Paine Webber. During this time his responsibilities included heading up product areas such as mutual funds, insurance and annuities, trust services, and managed accounts. In addition, he served as chief operating officer and marketing officer of proprietary asset management businesses. He is a founding member and former director of the Forum for Investor Advice. He earned a bachelor’s degree from Marist College.

Jean Brunel is the managing principal of Brunel Associates, a firm founded in 2001 that offers wealth education and analysis. Mr. Brunel was chief investment officer (CIO) of JP Morgan’s global private bank, CIO of Private Asset Management at US Bancorp and, most recently, CIO of GenSpring Family Offices. He has been the editor of the Journal of Wealth Management since its founding in 1998, and is the author of the book Integrated Wealth Management: The New Direction for Portfolio Managers, as well as many peer-reviewed articles. During his 35+ year career, Mr. Brunel has been based in the United States, Japan, Hong Kong, Singapore, and Australia, and has served clients around the world. His three most notable areas of focus have been tax-aware investing, goals-based wealth management, and the role of alternative assets in balanced portfolios. In 2011, Mr. Brunel received the prestigious C. Stewart Sheppard Award from the CFA Institute. This award is presented annually to an individual CFA charterholder in recognition of outstanding contributions in fostering the education of professional investors and the development of programs and publications to encourage continuing education in the investment profession. In June 2012, Mr. Brunel was named the 2012 Multi-Family Office Chief Investment Officer of the Year by Family Office Review. He is a graduate of École des Hautes Études Commerciales in France (HEC) and earned an MBA from the Kellogg School of Management at Northwestern University.

Samuel A. Donaldson, LL.M., is a professor of law at Georgia State University. Previously, he served as a professor of law and associate dean at the University of Washington School of Law in Seattle for 13 years, where he was a five-time recipient of the Philip A. Trautman Professor of the Year Award from the law school’s Student Bar Association. A member of the Bar in Washington, Oregon, and Arizona, he has written and co-written many books, including the Price on Contemporary Estate Planning treatise published by CCH and the forthcoming West casebook, Federal Income Tax: A Contemporary Approach. He is also an amateur crossword constructor, and his puzzles have been published in the New York Times, Los Angeles Times, Chronicle of Higher Education, and other outlets. He earned a BA from Oregon State University, a JD magna cum laude from the University of Arizona College of Law, and an LL.M. from the University of Florida College of Law.

Jan Latiolais Hargrave is chief executive officer of Jan Hargrave & Associates in Houston and served as an adjunct professor at the University of Houston for eight years. As a professional speaker, distinguished lecturer, and the author of Let Me See Your Body Talk, Freeway of Love, Judge the Jury, and Strictly Business Body Language, she describes how to take advantage of the vast world of nonverbal communication, or “body language,” and all the hidden messages you use in your everyday life. She shows you how to stop the lies and uncover the truth—in any conversation or situation. In the field of personal growth and self-expression, Ms. Hargrave has presented seminars and workshops over the past 10 years for many of today’s leading corporations, such as Lockheed Martin, Merrill Lynch, Starbucks, Rockwell, ESPN, Sun Life Financial Distributors, Exxon, Chase Manhattan Bank, NASA, El Paso Energy, Bank of America, and at the USA MWR Training and Development Center in Heidelberg, Germany. Her expertise concerning nonverbal communication in the courtroom and witness preparation, plus her membership in the American College of Forensic Examiners, proves to be the topics of interest in her presentations to the Honolulu Police Department, the Louisiana Attorney General’s Office, and various legal Bench and Bar Associations across the country. She earned bachelor’s, master’s, and specialist degrees in business/psychology from the University of Louisiana at Lafayette.

John Heaton is the Joseph L. Gidwitz professor of finance at the University of Chicago Booth School of Business. He studies asset pricing, portfolio allocation, and time-series economics. His research has earned him numerous fellowships, including an Alfred P. Sloan Research Fellowship, a National Science Foundation Fellowship, and a Provost Fund Fellowship from Massachusetts Institute of Technology (MIT). Prior to joining the Chicago Booth faculty in 2000, he was the Nathan S. and Mary P. Sharp Distinguished Professor of Finance at Northwestern University’s Kellogg School of Management. He also  held positions at MIT’s Sloan School of Management and at the Hoover Institution. Currently, he is also a research associate of the National Bureau of Economic Research. Originally from Canada, he earned a bachelor’s degree in commerce at the University of Windsor, a master’s degree in economics from the University of Western Ontario, and a PhD in economics from the University of Chicago.

Trey Heiskell, CFA®, managing director, is a senior investment strategist in BlackRock’s Factor-Based Strategies Group and is responsible for communicating the breadth and depth of the firm’s factor-investing capabilities to investors and consultants in North America. Previously, he was a member of BlackRock's institutional client business, where he developed and maintained relationships with large public and private pension plans, foundations, and endowments. His service with the firm dates back to 1999, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was a senior client relationship officer in the Americas Institutional Business. Previously, he worked for Jurika & Voyles in the investor services group, and began his career as a market maker on the options floor of the Pacific Stock Exchange. He is a former naval officer and earned a BS in political science from the United States Naval Academy.

 

Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a partner and director of research for Pinnacle Advisory Group, and he is publisher of the e-newsletter The Kitces Report and the financial-planning industry blog Nerd’s Eye View. His work also has been featured in Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, the Wall Street Journal, Businessweek, and other media. He co-authored The Annuity Advisor with John Olsen and Tools & Techniques of Retirement Income Planning with Steve Leimberg and others. In 2010 he received one of the Financial Planning Association’s “Heart of Financial Planning” awards, and he has been similarly honored by other industry publications. He is a co-founder of NexGen, a community that aims to ensure the transfer of wisdom, tradition, and integrity from the pioneers of financial planning to the next generation of the profession.

Carolyn McClanahan, MD, CFP®, is the director of financial planning at Life Planning Partners, Inc. She completed her undergraduate degree at Mississippi University for Women and medical school at the University of Mississippi. After residency in family medicine at the Medical College of Virginia, she entered private practice and emergency medicine practice in Richmond, Virginia. In 1998, she was recruited to teach on the faculty at the University of Florida, Shands, Jacksonville. She is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association, and the American Academy of Family Physicians. She also volunteers in the medical clinic of the I.M. Sulzbacher Center for the Homeless. Dr. McClanahan speaks nationally to financial planners and physicians on the interplay between health and financial issues. She has been quoted in numerous publications, including the Wall Street Journal, Money Magazine, Kiplinger’s, and Smart Money, and has appeared on CNBC and NPR. In 2009, Financial Planning Magazine named her a “Mover & Shaker” in the financial planning profession.

Moshe Milevsky is an associate professor of finance at the Schulich School of Business and a member of the graduate faculty of mathematics and statistics at York University in Toronto, Canada. He is the executive director of The IFID Centre and a member of the board of directors of the Fields Institute for Research in Mathematics. He has published 10 books and more than 60 peer-reviewed articles. He is on the editorial board of the Journal of Pension Economics and Finance, Risk Management and Insurance Review, and the Journal of Retirement. He has written for the Wall Street Journal, the Globe and Mail, and the National Post. He has received two National Magazine (Canada) awards as well as the Retirement Income Industry Association lifetime achievement award for applied research and a Graham and Dodd scroll award from the CFA Institute.

James Pass joined Guggenheim in 2009 and is responsible for research, development, and implementation of investment strategies regarding municipal obligations, including tax-exempt and taxable bonds, Build America Bonds, and tax-credit bonds. He also builds and manages military housing and municipal hybrid activities. Previously, he was a managing director at RBC Capital Markets, where he headed the Midwest region. He earned a BA in diplomatic history and political science from the University of Pennsylvania. He has been featured in multiple publications and spoken to various associations in the industry, including Bloomberg Press, Bloomberg Live, The Bond Buyer, National Federation of Municipal Analysts, and National Association of State Treasurers.

Kathleen Pritchard, CPWA®, CRPC®, ChFC®, CLU®, CFS®, is responsible for developing and executing compelling value-added marketing programs for financial advisors in the wirehouse, regional, independent, and bank channels. She is a national spokesperson for Legg Mason, representing the firm at industry conferences and events across the country. Over the course of her career, she has coached thousands of financial advisors on consultative selling practices. Ms. Pritchard began her career as a financial advisor, and in the past 25 years she has held various roles including sales management, training, national accounts, and marketing. Immediately before Legg Mason, she was a senior manager at JPMorgan Asset Management where she held various marketing positions.

C. Troy Shaver, Jr., is the chief executive officer, president, and senior portfolio manager at Dividend Assets Capital, LLC. Previously, he was the vice chairman, president, and chief executive officer at GoldK, Inc. and GoldK Investment Services from 2000–2004. He has served the financial industry for more than 30 years and held positions at State Street Research Investment Services, ... John Hancock Funds, Oppenheimer Management Corporation, Centennial Capital Corporation, Moseley Hallgarten Estabrook & Weeden, AG Edwards & Sons, and Burbank & Company. He earned a BA in geology from Dartmouth College.

 

Chris Sherman, MBA, is chief executive officer of the Institute for Preparing Heirs. He has decades of experience leading and managing companies. His focus and experience in working with financial institutions and the wealth-management industry has included a wide range of issues including evolving industry trends and understanding the impact of those trends. Today, Mr. Sherman speaks on the impacts of wealth transition on generational families and the opportunities for advisors to evolve their practices as a trusted family advisor. He earned an MBA from Harvard Business School and a BS with honors in economics from Purdue University.

Suzanne L. Shier, JD, is the wealth planning practice executive and chief tax strategist/tax counsel for wealth management at Northern Trust and serves on the Wealth Management Operating Group. She is responsible for wealth planning advisory services and providing thought leadership on wealth planning and tax issues of interest to clients and their advisors, with a special emphasis on wealth planning and tax policy, legislation, strategies, trends, and developments. Previously, she spent 26 years as a partner at Chapman and Cutler LLP in Chicago, leading the firm’s trusts and estates practice, representing individuals, charitable organizations, and corporate fiduciaries in a full range of wealth planning and fiduciary matters, including philanthropy, domestic and international wealth planning, and fiduciary administration. She is an adjunct professor in the Master of Laws in Taxation Program at Northwestern University Law School. Ms. Shier has been quoted in publications such as the Wall Street Journal and Bloomberg, and has received numerous professional honors and recognitions, including selection for inclusion in Best Lawyers in America in Trusts and Estates. She has been involved with the executive committees and boards of directors of Gads Hill Center and the Chicago Coalition of Women’s Initiatives in Law and is chairperson of the board of directors of Chicago Scholars (a college access program for high-potential urban students) and a trustee of Hope College. She is also a fellow of the American College of Trust and Estate Counsel and a member of the Chicago Bar Association, Chicago Estate Planning Council, American Bar Association, International Bar Association, and the International Society of Trust and Estate Practitioners. Ms. Shier earned a BA with distinction in economics and sociology from the University of Michigan, a JD cum laude from Loyola University Chicago School of Law, and an LLM in taxation from DePaul University College of Law.

Brie Williams is a vice president and the head of practice management at State Street Global Advisors. She is responsible for developing the comprehensive practice-management platform that provides a forum for financial advisors to exchange ideas and access State Street Global Advisors intellectual capital. Previously, she was a senior vice president at Putnam Investments, responsible for marketing communications excellence in support of Putnam's global brand and retail mutual fund product line. Ms. Williams was a member of the senior global marketing team and served as a strategic partner across all global distribution divisions, including investment product and portfolio management teams, and channel sales force professionals. Her professional background includes a career in advertising that began in 1994, where she managed accounts in the retail, packaged goods, and healthcare industries for valued brands, including Frito-Lay, McDonald's, Time Inc., Target, and Dana-Farber Cancer Institute. In 2006, her work on Vonage earned her a Bronze Effie for advertising effectiveness. Ms. Williams serves as the Boston Chapter Events and Education Chair for Women in ETFs. She earned an MA in integrated marketing communications from Emerson College and a BA in journalism with a minor in international political science from Southern Methodist University.

Marvin Zonis is a former professor at The University of Chicago Booth School of Business, where he taught courses on international political economy, leadership, and e-commerce. As head of Marvin Zonis & Associates, he consults to corporations and professional asset management firms worldwide, helping them to identify, assess, and manage political risks. He is a member of the Board of Advisers for the Comptroller General of the United States at the GAO, the Board of Directors of CNA Financial, a Fellow of PWC Advisory Services, and also a member of the Board of Directors of the Fondation Etats Unis. He has written extensively on globalization, digital technologies, emerging markets, Middle Eastern politics, the oil industry, Russia, and U.S. foreign policy; he has been published in the Financial Times, the New York Times, the International Herald Tribune, Chief Executive magazine, La Vanguardia, and the Japanese journal Nikkei Weekly. His books include The Kimchi Matters: Global Business and Local Politics in a Crisis Driven World: The Eastern European Opportunity; Majestic Failure: The Fall of the Shah; Khomeini and the Islamic Republic of Iran; and The Political Elite of Iran. He was educated at Yale University, the Harvard Business School, the Massachusetts Institute of Technology (where he earned a PhD in political science), and the Institute for Psychoanalysis, Chicago (where he received psychoanalytic training).

Hotel Information

Swissôtel Chicago
323 East Upper Wacker Drive
Chicago, IL 60601-9722
312.565.0565

IMCA’s room block at the Swissotel Chicago expired on Friday, September 25th. If you are still in need of a sleeping you, you may check the hotels’ website to check availability and rate.There are other hotels located near the Swissotel that you may check as well. IMCA cannot guarantee availability or rate.

Hyatt Regency Chicago
151 E Wacker Dr, Chicago, IL 60601
chicagoregency.hyatt.com
Phone: 312.565.1234

Radisson Blue Aqua Hotel
221 N Columbus Dr, Chicago, IL 60601
www.radissonblu.com
Phone: 312.565.5258

Sheraton Chicago Hotel & Towers
301 E North Water St, Chicago, IL 60611
www.sheratonchicago.com
Phone: 312.464.1000

 

 

Registration Fees

Early-Bird Rate1

By September 18

 

After September 18

 

IMCA Members

$795

$895

Register

Join & Go2

$995

$1,095

Register

Non-Member

$1,245

$1,345

Register

Click here to download a hard copy registration form.

1Both the registration form and payment must be received by September 18, 2014, to be eligible for the early-bird rate.

2Special offer—Only first-time members are eligible for the First-Time Member Join & Go rate. Renewals and reactivations are not eligible. Subject to change without notice.

Cancellation/Transfer Policy
Cancellations for conference registration must be received in writing. Please send cancellation requests to [email protected]. The registration fee less $50 cancellation fee will be refunded for cancellations postmarked or faxed by September 28, 2015. A 30-percent cancellation fee will be applied for cancellations received between September 29 and October 11, 2015. No refunds will be granted for cancellations received after October 11, 2015, or for nonattendance.

To print a receipt of this purchase, log in to "My IMCA" here. If you have any questions or concerns, call us at 303.770.3377.
 

Continuing Education Credit

IMCA is excited to offer CIMA®, CIMC®, CPWA®, and CFP® certificants a convenient and hassle-free method of reporting continuing education (CE) credit earned at IMCA conferences through our new radio frequency identification (RFID) system.

Your attendance at individual conference sessions is now automatically recorded using RFID technology as you enter each session. Be sure to wear your conference badge at all times to ensure that you are properly credited for the sessions you attend. You will not be able to earn or report CE credit to IMCA, the CFP Board of Standards, or other leading certification bodies without this proof of attendance.

CIMA®/CIMC®/CPWA® Marks—This program has been accepted by IMCA for fourteen (14) hours of continuing education (CE) credit (including one ethics hour). IMCA will report your attendance at the event directly to IMCA’s certification department. Program subject to change, which may affect the type and total number of hours delivered.

CFP® Certification—This program has been approved by the CFP Board for thirteen (13) hours of continuing education (CE) credit. Please check the CFP Board website for an update on approved sessions.  IMCA will report your attendance at individual conference sessions to CFP Board on your behalf. Note that you must complete the following steps:

  1. Provide your CFP ID to IMCA. Enter your CFP ID in My IMCA in the "Update my contact information" and "Update" under My Contact Info section. You also may enter your CFP ID when you register for a conference.
  2. Wear your conference badge at all times so your attendance at individual sessions is recorded using RFID technology.
  3. IMCA will provide information to the CFP Board. The CFP Board will notify you when this occurs.

Please note that IMCA is not able to report to CFP Board on your behalf if we do not have an accurate CFP ID. Please check your My IMCA account to ensure the information is in our database and is accurate.

NASBA CPE Credit—IMCA is registered with the National Association of State Boards of Accountancy as a sponsor of CE on the National Registry of CPE Sponsors (ID 106054). State boards of accountancy have final authority about the acceptance of individual courses. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, IMCA will provide a certificate of attendance after the conference.

Other certifications/designations—IMCA does not submit programs to state insurance departments and bar associations. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, IMCA will provide a certificate of attendance after the conference.

 

 

 

IMCA thanks these sponsors and exhibitors for their support of the IMCA 2015 Advanced Wealth Management Conference.

Nationwide Financial

Platinum

www.nationwidefinancial.com

TD Ameritrade Institutional

Platinum

www.tdainstitutional.com

Thornburg Investment Management

Platinum

www.thornburg.com

Voya Investment Management

Platinum

www.voyainvestments.com

Raymond James Financial

Gold

www.raymondjames.com

Wells Fargo Advisors Financial Network

Gold

www.wfafinet.com

American Funds

Silver

www.americanfunds.com

Charles Schwab

Silver

www.advisorservices.schwab.com

Fidelity Investments

Silver

www.fiws.fidelity.com

Forward

Silver

www.forwardinvesting.com

Invesco PowerShares

Silver

www.powershares.com

AB

Bronze

www.alliancebernstein.com

Aberdeen Asset Management

Bronze

www.aberdeen-asset.us.com

Arrow Funds

Bronze

www.arrowfunds.com

BlackRock

Bronze

www.blackrock.com

Deutsche Asset & Wealth Management

Bronze

www.deutsche-efts.com

Diamond Hill Capital Management

Bronze

www.diamond-hill.com

IndexIQ

Bronze

www.indexiq.com

Matthews Asia

Bronze

www.matthewsasia.com

Nuveen Investments

Bronze

www.nuveen.com

Select Sector SPDRs

Bronze

www.sectorspdrs.com

Fidelity Charitable

Exhibitor

www.fidelitycharitable.org

FlexShares ETFs

Exhibitor www.flexshares.com

Hancock Horizon Funds

Exhibitor

www.hancockhorizonfunds.com

LJM Partners

Exhibitor www.ljmpartners.com

Options Industry Council

Exhibitor

www.optionseducation.org

Oranj

Exhibitor www.runoranj.com

Osterweis Capital Management

Exhibitor www.osterweis.com

Smead Capital Management

Exhibitor www.smeadcap.com

Thomas White

Exhibitor

www.thomaswhite.com

University of Chicago Booth School of Business

Exhibitor

www.chicagoexec.net

Vanguard

Exhibitor

www.vanguard.com

Westchester Capital Management, LLC

Exhibitor

www.westchestercapitalfunds.com

Contact Lara Davies at [email protected] for exhibitor and sponsorship opportunities, or click here to download the Sponsor/Exhibitor Kit.

Date: 
Monday, October 19, 2015 to Tuesday, October 20, 2015

IMCA's Advanced Wealth Management Conference is fast becoming the must-attend wealth management event for IMCA members, Certified Private Wealth Advisor® (CPWA®) designees, and top advisors around the country. Join some of the industry's most influential minds on October 19-20  in Chicago to discuss some of the leading topics in wealth management today. This year's speakers include John Heaton, professor of finance at the University of Chicago Booth School of Business, Moshe Milevsky, associate professor of finance at the Schulich School of Business, and Marvin Zonis, professor emeritus at The University of Chicago Booth School of Business.

 

John Heaton, PhD, is the Joseph L. Gidwitz professor of finance at the University of Chicago Booth School of Business. He studies asset pricing, portfolio allocation, and time-series economics. His research has earned him numerous fellowships, including an Alfred P. Sloan Research Fellowship, a National Science Foundation Fellowship, and a Provost Fund Fellowship from Massachusetts Institute of Technology (MIT). Prior to joining the Chicago Booth faculty in 2000, he was the Nathan S. and Mary P. Sharp Distinguished Professor of Finance at Northwestern University’s Kellogg School of Management. He also  held positions at MIT’s Sloan School of Management and at the Hoover Institution. Currently, he is also a research associate of the National Bureau of Economic Research. Originally from Canada, he earned a bachelor’s degree in commerce at the University of Windsor, a master’s degree in economics from the University of Western Ontario, and a PhD in economics from the University of Chicago.

 

Moshe Milevsky, PhD, is associate professor of finance at the Schulich School of Business at York University, Toronto, and Executive Director of The IFID Centre. He has published 10 books, more than 60 peer-reviewed articles and is on the editorial board of the Journal of Pension Economics and Finance, Risk Management and Insurance Review, and the Journal of Retirement. In his session, Milevsky will present principles around sound retirement-income planning by presenting the equations that are at the core of providing a sustainable retirement income.

 

Marvin Zonis, PhD, is a former professor at The University of Chicago Booth School of Business, where he taught courses on international political economy, leadership, and e-commerce. As head of Marvin Zonis & Associates, he consults to corporations and professional asset management firms worldwide, helping them to identify, assess, and manage political risks. He has written extensively on globalization, digital technologies, emerging markets, Middle Eastern politics, the oil industry, Russia, and U.S. foreign policy, and he has been published in the Financial Times, the New York Times, the International Herald Tribune, Chief Executive magazine, La Vanguardia, and the Japanese journal Nikkei Weekly. His books include The Kimchi Matters: Global Business and Local Politics in a Crisis Driven World: The Eastern European Opportunity; Majestic Failure: The Fall of the Shah; Khomeini and the Islamic Republic of Iran; and The Political Elite of Iran. In his session, Zonis will examine the rules for successful global investing and the 15 principles for "getting globalization right," including estimates of corruption, leadership succession, external threats, and others, to help businesses effectively assess.

Sessions: 
Location: 
Swissôtel Chicago
323 East Upper Wacker Drive
Chicago, IL 60601-9722
United States
Phone: 
+1 (312) 565-0565

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