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Event Details

Investment Management

New York - Feb 04, 2014

New York City 02062014


The investment management industry, still recovering from global financial crisis, is entering an era of new challenges and potential difficulties. Challenges include continued geopolitical instability, changes to distribution models, increased focus on due diligence and transparency, the emergence of new technology and its impact on new potential market entrants, and most importantly, changing regulation. Regulatory change is perhaps the most prevalent and far-reaching byproduct of the global financial market downturn, and it continues to serve as one of the major drivers of industry transformation.

How will firms adapt to the new domestic and global regulatory framework? How will medium-sized and small asset managers find the scale to absorb regulatory costs? Will the new regulatory framework accelerate fund consolidation?

Chicago Booth invites you to join us in New York City for a discussion with Booth alumni and investment management professionals who will share their expertise and perspective on the current environment. Hear their take on the impact of regulatory change and the future of the investment management industry.


Opening Networking
6:30 - 7 p.m.

Panel and Q&A
7 - 8:30 p.m.

8:30 - 9 p.m.


Julie Morton
Associate Dean of Career Services and Corporate Relations, Chicago Booth

Tom Wilson
Head of Talent Acquisition, OppenheimerFunds

Amy Levine, '94
Vice President, Assistant Director of Credit Research, Shenkman Capital Management

Kenneth E. Volpert, '85
Principal and Head of Taxable Bond Group, Vanguard

Dan Hanson, '98
Head of U.S. Equities, Jarislowsky Fraser USA

James Viceconte, '87
Portfolio Manager, Global Opportunistic Loan Strategy, AllianceBernstein


New York Marriott East Side
525 Lexington Avenue at 49th Street
New York, NY 10017