Driving Directions:Members have this info.
Event Details
Our speakers, from UBS, will explore several global opportunities with varying maturities, risks, and returns.
There is no individual meeting charge for Members. Members pay a one-time-annual, up-front, "operations cost reimbursement" of $100 for all monthly meetings, all meals, beverages, materials, mailings, and all other Jan. – Dec., operating costs of the CEO Roundtable. Members pay $10 for each of their escorted GUESTS, which must be received by the day before the day of our meetings.
Registration
Register Online
Register By Phone: NONE
CEO Roundtable meetings are for "Members only" (and their escorted guests) who are also Booth Alumni in "C-level" executive positions with organization-wide P/L responsibilities.
Deadline: 9/8/2009
Program
6:00 PM-6:30 PM: Casual buffet dinner and networking with our speakers and fellow Members
6:30 PM-8:00 PM: Program, interactive discussion
Speaker Profiles
David Durrant (Speaker)
Director - Portfolio Strategy Consultan, UBS Financial Services, Inc.
http://UBS.com
David Durrant, Director-Portfolio Strategy Consultant
David is a Director in the Portfolio Advisory Group for UBS, where he focuses on portfolio allocation and risk management. He works primarily with Ultra-High Net Worth Families and Individuals, Pension Funds, Endowments and Foundations to help create strategic allocations with tactical overlays.
David has over 28 years of financial industry experience. Prior to joining UBS, he was Chief Strategist and Senior Portfolio Manager at Bank Julius Baer. In this role he was responsible for Bank Julius Baer's global currency and interest rate forecast and the creation of strategies to invest in those forecasts. Prior to working at Julius Baer he was employed by IDEA, an economic think-tank, and was Head of Research in Asia during the Asian debt crisis. He has also worked as a foreign exchange trader and economist for several other Investment Banks.
Education & Accolades:
¨Dalhousie University, MBA, International Finance, 1991
¨Bachelor of Commerce, 1978, Bachelor of Arts, History, 1976
¨Canadian Securities Course, 1986
¨Fellowship of the Institute of Canadian Bankers, 1984
¨Level II of the Market Technicians Assoc. Program
¨2003 Most Accurate Currency Forecast (Bloomberg Annual Forex Survey)
Philip Yarrow (Speaker)
Executive Director, Van Kampen Investments
Philip is a portfolio manager in the Senior Loan Group and member of the Group's Investment Committee. He joined Morgan Stanley in 2005 and has 14 years of investment experience. Prior to joining the firm, Philip was a credit analyst and a portfolio manager at Bank One / JPMorgan. Before that, Philip spent four years as a squash professional. He received a B.S. in mathematics and economics from the University of Nottingham and an M.M. in finance from Northwestern University. Philip holds the Chartered Financial Analyst designation.
Questions
Rick Mason, Member and "Meeting Manager"
Partner at McGuire Woods law firm
312.750.3527