Finance Roundtable - Investment Management Equity Market Valuation Panel

Finance Roundtable

March 26, 2013: 6:00 PM - 9:00 PM

The global equity markets continue to surge despite fiscal cliff and sequestration worries in the U.S., the ongoing sovereign debt crises in Europe and slowing growth in the Emerging Markets. Can global equity markets continue to rise higher despite these concerns? Are markets overvalued or undervalued? Which countries/regions appear to be most attractive? Which sectors appear to offer the best opportunities? We will discuss these questions and more as our expert panelists will provide their insights into current valuations and the outlook for global equities in 2013 and beyond. We hope you will be with us for what promises to be an engaging evening of education, inspiration and participation.


Gleacher Center - Room 100
450 North Cityfront Drive
Chicago, Illinois


No Charge


Register Online

Deadline: 3/26/2013


6:00 PM-6:30 PM: Networking and Beverages

6:30 PM-8:00 PM: Panel Discussion/QA

8:00 PM-9:00 PM: Networking & Discussion

Speaker Profiles

Bhaskaran Swaminathan, Ph.D. (Panelist)
Partner and Director of Research, LSV Asset Management

Bhaskaran Swaminathan "Swami" is a former Professor of Finance at the Johnson School of Management at Cornell University (1994-2008). Swami's research interests include asset pricing, behavioral finance, market efficiency and stock valuation. His work has been published in major academic journals such as the Journal of Finance, Review of Financial Studies, Journal of Financial Economics, Journal of Accounting Research, Financial Analysts Journal, Journal of Business and Journal of Portfolio Management. His work on valuing the Dow has won the Graham and Dodd Award of Excellence from the Association for Investment Management and Research (AIMR). Swami holds a B.E. in Mechanical Engineering from the College of Engineering in Madras, India, an MBA in Finance from the University of Denver and a Ph.D. in Finance from UCLA.

Edwin Denson, Ph.D. (Panelist)
Member of the Dynamic Allocation Strategies team and co-manager of the Macro Allocation Fund, William Blair & Company

Edwin Denson is a member of the Dynamic Allocation Strategies team. Prior to joining William Blair in 2011, he was a member of Singer Partners' investment team with special focus on market strategy. Edwin is the former Head of Asset Allocation, Global Investment Solutions at UBS Global Asset Management with overall responsibility for the asset allocation strategy of multi-asset portfolios. Prior to heading Asset Allocation at UBS Global Asset Management, Edwin was a Senior Asset Allocation Analyst at the firm with responsibility for setting asset allocation strategy for a number of multi-asset portfolios and developing the asset allocation investment process. Edwin's experience prior to joining UBS Global Asset Management in 2001 includes serving as an economist at Putnam Investments, Primark Decision Economics, and Lehman Brothers, as a partner in a commodity trading advisory firm and as a quantitative equity trader for a private trading partnership. Edwin holds an AB in Economics from Cornell University and a PhD in Economics from Northwestern University, with specializations in macroeconomics and econometrics.

Heather Brilliant, CFA (Panelist)
Vice President, Global Equity and Credit Research at Morningstar

Heather Brilliant leads the equity and credit research teams and manages the research process at Morningstar. She has more than 14 years of experience in the financial services industry, and has been in her current role since 2007. Brilliant held several positions as an equity analyst during the past decade at Morningstar, Driehaus Capital Management and a small hedge fund. She has covered a variety of sectors, including pharmaceuticals, biotechnology, business services, and retail. She started her finance career at Bank of America as a corporate finance analyst, covering the auto industry. She holds a bachelor's degree in economics from Northwestern University and an MBA from the University of Chicago Booth School of Business. She is a member of the board of the CFA Society of Chicago.


Scott Kemper