European Wealth Management Roundtable: Evening Presentation by Sandra Robertson

Chicago Booth Alumni Club of the United Kingdom
European Wealth Management Roundtable

September 16, 2009: 6:00 PM - 8:00 PM

The Chicago Booth Wealth Management Roundtable is proud to invite you to its next event. Our guest Sandra Robertson, CEO and CIO of Oxford University Endowment Management Limited, will speak on "Managing the Oxford Endowment in the 21st Century: Moving along the Frontier of Investing?" "Oxford has formidable resources and we have a demanding investment objective. Our task is to utilize those resources and build a portfolio which is global, properly diversified and invested for the long term," Sandra Robertson elaborates.

Where

Chicago Booth Europe Campus
Woolgate Exchange
25 Basinghall St
London, United Kingdom

Event Details

6:00-6:30pm: Participants arrive 6:30-7:30pm: Presentation, Q&A 7:30-8:00pm: Wine and canapés reception

Cost

£45 For current students, there is no charge, but online registration is required.

Registration

Register Online

Deadline: 9/11/2009

Speaker Profiles

Sandra Robertson (Speaker)

Sandra Robertson is Chief Investment Officer and Chief Executive Officer of Oxford University Endowment Management. Sandra joined from the Wellcome Trust in September 2007, where she was Co Head of Portfolio Management. Sandra joined the Trust in July 1993 and initially worked in a variety of roles across all asset classes. In 1997 she was appointed Head of Private Equity and in 2000, Head of Alternative Assets. In 2005, her responsibilities were broadened to cover the day to day running of the investment portfolio and the 16 person investment team. Sandra was a member of the investment committee for the Wellcome Trust from 1997-2007. She is a fellow of Oriel College, a Non Executive Director of the Rothschild Investment Trust Plc and is on the investment committees of the Princes Trust and University College, Oxford. Sandra is a graduate of Napier College (BA Hons), Edinburgh.

Questions

Markus Stadlmann '99 (EXP-4) 

Other Information

The Wealth Management Roundtable is a forum to exchange views on best practices, regulatory challenges, communications, relationship issues and learning opportunities of international wealth managers and their clients. Fairness, professionalism and mutual support extend to all aspects of the dialogue. The meetings take place three times a year in London, Frankfurt and Zurich in cooperation with a national Chicago Booth Alumni Club. They start with the presentation of a recognized industry expert, are followed by debate and continue with an informal business dinner or networking reception.