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Event Information
Date: April 24, 2018
Time: 3:00 - 7:00 PM
Venue: Suffolk University's Finance Department - 120 Tremont St, Boston
Agenda
| 3:00-3:10 PM |
Welcoming Remarks |
| |
Shahriar Khaksari, Chairperson and Professor of Finance, Academic Director and Founder of Graduate Programs in Finance
Sohayla Fitzpatrick, PRMIA Regional Director |
| 3:10-3:50 PM |
Due Diligence for Hedge Fund Investors
Keith Black, Managing Director, Curriculum and Exams, CAIA |
| 3:50-4:30 PM |
Hacks and Fraud in Cryptocurrency Exchanges and Wallets
Peter Horne, Northfield |
| 4:30-5:10 PM |
Triggering the Global Financial Crisis: The How and Why of the Collapse of Lehman Brothers
Mark Williams, Lecturer Boston University and author of Uncontrolled Risk |
| 5:10-5:30 PM |
Refreshment Break |
| 5:30-6:10 PM |
Recovery from Crisis: Corporate Governance in the Post GFC World
William Poutsiaka, former Chief Investment Officer of AIG |
| 6:10-6:50 PM |
Financial Mismanagement of the MBTA Retirement Fund, The Tip of a $4 Trillion Iceberg
Harry Markopolos, Certified Fraud Examiner and the "whistle-blowing" author of No One Would Listen |
| 6:50-7:00 PM |
Closing Remarks, Networking and Refreshments
Shahriar Khaksari, Suffolk
Sohayla Fitzpatrick, PRMIA |
Speakers
Keith Black, Ph.D., CAIA, CFA, Managing Director, Curriculum & Exams
Keith Black has over twenty-five years of financial market experience, serving
approximately half of that time as an academic and half as a trader and consultant
to institutional investors. He currently serves as Managing Director of Curriculum and
Exams for the CAIA Association. During his most recent role at Ennis Knupp +
Associates, Keith advised foundations, endowments and pension funds on their asset
allocation and manager selection strategies in hedge funds, commodities, and
managed futures. Prior experience includes commodities derivatives trading, stock
options research and CBOE floor trading, and building quantitative stock selection
models for mutual funds and hedge funds. Dr. Black previously served as an assistant
professor and senior lecturer at the Illinois Institute of Technology.
He contributes regularly to The CFA Digest, and has published in The Journal of Wealth
Management, The Journal of Trading, The Journal of Investing, and The Journal of
Alternatives Investments, among others. He is the author of the book “Managing a
Hedge Fund,” as well as co-author of the 2012 and 2015/2016 second and third
editions of the CAIA Level I and Level II textbooks. Dr. Black was named to the
Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010.
Dr. Black earned a BA from Whittier College, an MBA for Carnegie Mellon University,
and a PhD from the Illinois Institute of Technology. He has earned the Chartered
Financial Analyst (CFA) designation and was a member of the inaugural class of the
Chartered Alternative Investment Analyst (CAIA) candidate.
Peter Horne, Northfield
Peter Horne is a finance and technology specialist with over 25 years of experience in the financial services industry. Peter works with Northfield Information Services to develop solutions for customers that require large scale implementations of Northfield's quantitative modelling software and data solutions. Peter is also actively involved in the cryptocurrency and information security research areas.
Harry Markopolos, Certified Fraud Examiner and the "whistle-blowing" author of No One Would Listen
Harry Markopolos received his B.A. in Business Administration from Loyola of Maryland and graduated from Boston College with a M.S. in Finance. He earned his Chartered Financial Analyst’s designation in 1996 and his Certified Fraud Examiner’s designation in 2008. From 2002-2003 he served as the President and CEO of the Boston Security Analysts Society. He has also served on the boards of directors of the Boston Chapter Global Association of Risk Professionals and Boston QWAFAFEW, a quantitative finance lecture group.
He was an assistant portfolio manager for Darien Capital Management in Greenwich, CT for three years; leaving to become an equity derivatives portfolio manager for Rampart Investment Management Company in Boston. In 2002 he was promoted to Chief Investment Officer but decided to leave the industry in August 204 to pursue fraud investigations full-time against Fortune 500 companies in the financial services and healthcare industries. He brings CEO and CFO orchestrated multi-billion dollar white-collar fraud cases to the US Department of Justice and the Securities & Exchange Commission under whistleblower bounty programs. The Madoff case was his first major investigation, which he started in early 2000 and he’s been hooked ever since.
William Poutsiaka, former Chief Investment Officer of AIG
Bill Poutsiaka is a senior financial services executive with considerable depth as CEO, CIO and Board member in the insurance and the asset management businesses. He is currently consulting, doing Board work, publishing and speaking at conferences. As SVP & Chief Investment Officer of AIG Property Casualty, Bill established an effective global CIO function and contributed to the company’s overall recovery, working closely with other members of senior management. From 2005 to 2010 Bill served as an active director on the boards of public, private and non-profit organizations and designed an investment advisor dedicated to managing equities owned by insurance companies. From 1999 to 2005 he was Chief Executive Officer of PanAgora Asset Management, a leading quantitative institutional investment advisory firm. Bill was at Arkwright Mutual Insurance Company from 1989 to 1999, starting as Senior Vice President of Investments, promoted to President in 1993, then President and CEO in 1994. Bill designed and effected the merger of Arkwright with principle competitors to create FM Global, the definitive world leader in commercial property insurance and associated risk management. He began his career in the investment department at Liberty Mutual Insurance Company where he served from 1977 to 1989, his last position as Vice President and Manager, Equity Section.
Bill received a B.A. from Muhlenberg College and an M.B.A. from Boston College. He currently serves on the board of the Dana-Farber Cancer Institute.
Mark Williams, Lecturer Boston University and author of Uncontrolled Risk
Mark T. Williams is an academic, author, and risk management expert. Prior to joining Boston
University he worked as a trust banker, senior trading floor executive and as a Federal Reserve
Bank examiner.
Since 2002, he has been on the finance faculty at Boston University. His risk management focus
is on banking, energy and financial technology (FinTech) including virtual currencies and
blockchain.
In 2010, his book Uncontrolled Risk, detailing the rise and fall of Lehman Brothers and root
causes of the financial crisis was published by McGraw Hill www.uncontrolledrisk.com. This
book was also published in Chinese. In 2014 he provided Congressional testimony relating to
the risks associated with virtual currencies.
Currently he services as the faculty advisor to BU’s FinTech Club and is on the oversight
committee for Innovate@BU, an initiative and incubator that fosters entrepreneurial startups.
Registration
Sustaining Members - $50
Contributing Members - $50
Non-Members - $75
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