Investing Styles: Three Perspectives

August 11, 6:00 PM - 8:00 PM

Finance Roundtable

Three investment leaders discuss investing styles, processes they follow in applying styles, the current investment landscape and changes to the landscape over the last year. Learn more.

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This event is a joint presentation with the CFA Society of Chicago (formerly Investment Analysts Society of Chicago)

Where:
Gleacher Center
Suite 621
450 North Cityfront Plaza Drive
Chicago, Illinois

Who:
Charles K. Bobrinskoy, '83
Vice Chairman
Ariel Capital Management, LLC

Wasfi A. Bsisu
Associate Director - Investments
JPMorgan PCS

Paul S. Wolfe, '97
Senior Managing Director
Ritchie Capital Management, LLC

Cost:
No Charge

Program:
5:30PM - 6:00PM: Networking and Sponsor Table Review
6:00PM - 8:00PM: Presentation and Formal Discussion
8:00PM - 8:30PM: Informal Discussion and Networking (Cash Bar)

Registration:
Register Online
Note: You need not be a graduate of the University of Chicago GSB to attend, although program content is at MBA level. Guests are welcome; the courtesy of a pre-registration is appreciated.

Please register by 08/11/05

Questions:
Vern Broders
(312) 224-8507

Event Details
Three top institutional investment leaders discuss their firm's investing styles and the processes their firms follow in applying these styles. They will offer their insights on the current investment landscape - from traditional long-only strategies to alternative investment vehicles - and how that landscape has changed over the last year. Attendees will hear the panelists' perspectives on the recent market psychologies of different investment vehicles and perhaps a bit of unconventional wisdom in the investment selection process.

Speaker Profiles:

Charles K. Bobrinskoy, '83
Vice Chairman, Ariel Capital Management, LLC

Charlie joined Ariel in September 2004 as Vice Chairman of the firm. He is instrumental in all firm-wide strategic decisions and serves on the board of directors of Ariel. Charlie also oversees Ariel's investment team and trading operations reporting into John W. Rogers, Jr., Ariel's Chairman and Chief Executive Officer.

Mr. Bobrinskoy is a long-time friend and supporter of Ariel as well as a founding investor in the firm. Charlie comes to Ariel from the Global Corporate and Investment Bank of Citigroup, Inc. Most recently, he served as a Managing Director and Head of North American Investment Banking Branch Offices where he managed just under 100 professionals across six North American branches, including Chicago. Charlie's investment banking career began in 1983 at Salomon Brothers, Inc. (a Citigroup predecessor company) where he held numerous leadership positions.

Beyond his distinguished career in the financial industry, he is also an active contributor to the Chicago community. Mr. Bobrinskoy serves as a trustee for the Museum of Science and Industry and the Chicago Urban League. He is on the board of directors of La Rabida Children's Hospital and the Juvenile Protective Association. He also teaches monthly stock market/investing classes at two Chicago inner-city schools. Charlie is an active member of the Commercial Club and the Economic Club of Chicago, as well as a Henry Crown Fellow at the Aspen Institute. Mr. Bobrinskoy received an AB in Economics from Duke University and earned his MBA from the University of Chicago.

Wasfi A. Bsisu
Associate Director - Investments, JPMorgan PCS

As Associate Director of Investments for Private Client Services, Wasfi focuses on positioning and expanding the investment solutions to advisors and their clients/institutions. Mr. Bsisu is responsible for the evaluation, training and launch of all new traditional and alternative investment solutions.

Mr. Bsisu has over 7 years of experience in the financial services industry, and recently worked as Assistant Vice President and Senior Investment Analyst for Citigroup, Smith Barney's Consulting Group. While with Smith Barney's Consulting Group, Wasfi was awarded the Analyst of The Year award for 2000 and 2003. He is a member of the Investment Management Consultants Association and a graduate of the Wharton School's distinguished Investment Management Analyst Program as well as Boston University. He earned the Certification of Investment Management Analyst (CIMA) and holds NASD Series 7, 63 and 65 licenses.

Paul S. Wolfe, '97
Senior Managing Director, Ritchie Capital Management, LLC

Paul S. Wolfe is a partner at Ritchie Capital Management, LLC, a diversified alternative asset management firm with interests in hedge funds, insurance, energy, real estate and private equity with offices in Chicago and Geneva, Illinois, New York, London, Hong Kong, Bermuda and Menlo Park. Paul joined the firm full-time in January 2001 after first serving Ritchie Capital in an advisory role.

From 1997 to 2000, Mr. Wolfe was a Director of Business Development at GE Capital, where he served on the board of three of G.E. Capital's overseas investment companies and acted as the Integration Manager for certain acquired companies. Prior to that, Paul worked at the strategy consulting firm, Bain and Company, and at the National Security Archive in Washington, D.C., Mr. Wolfe holds an M.B.A. in Finance and Business Strategy from the University of Chicago Graduate School of Business and a B.A. in Economics from Williams College.