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Speeches/Presentations
Several of our consultants appear
as guest speakers on various investment related topics throughout
the course of the year. Upon request, we will provide our
clients with a copy of the presentation if it is of interest.
2009
Ryan Lennie,
Senior Consulting Analyst, presented Yanni Partners'
quarterly client webinar on July 15, 2009. The webinar,
titled "The Threat of Inflation and Deflation,"
discussed how investors should proceed given the uncertainty
of the economy.
Ryan Lennie,
Senior Consulting Analyst, discussed alternative
investments' role in institutional portfolios at the Mid-Atlantic
Plan Sponsors 11th Annual Trustee Educational Conference,
held June 10 - 12, 2009, in Cambridge, MD. James
E. Gnecco, Senior Consultant, also presented at the
conference.
Ryan Lennie,
Senior Consulting Analyst, presented a "Defined
Benefit Plan Update and Outlook" at the 2009 HFMA (Healthcare
Financial Management Association) Appalachian Chapter of Central
Pennsylvania education session, held May 29, 2009, in Harrisburg,
PA.
2008
Sean M.
Bannon, CFA, AIF, Senior Consultant, presented "An
Eyes-Wide Open Approach to Labor-Friendly International Investing"
at the Made in America Conference, held February 2008 in Orlando.
Sean M. Bannon, CFA, AIF, Senior Consultant,
discussed "Trustees' Fiduciary Responsibility" at
the ATU Regional Education Conference, held May 2008 in Minneapolis.
Ryan Lennie, Senior Consulting Analyst, served
as a panelist at the Fourth Annual PAPERS (Pennsylvania Association
of Public Employees Retirement System) Forum held last June
in Harrisburg, Pa., where he discussed "Diving Into the
Hedges."
Sean M. Bannon, CFA, AIF, Senior Consultant,
spoke on two topics at the Made in American Conference held
October 2008 in Las Vegas: "Hedge Funds: How Has This
Controversial Investment Been Affected by the Credit Crunch?"
and "Alternative Investments 101: Unraveling the Mysteries
Behind Hedge Funds."
Karen D. Watson, CFA, AIF, Senior Consultant,
was selected to present "The Finance Officer's Role as
a Fiduciary" at the November 2008 NATRI (National Association
for Treasurers of Religious Institutes) National Conference
in Denver.
David Hammerstein, CFA, AIF, Chief Strategist,
discussed the future of hedge funds in a November 2008 Webinar
with FundFire.
2007
10/30/07
David Hammerstein,
CFA, was invited to participate in the Institutional
Investor's Consultants Roundtable in Chicago,
IL on October 29-31, 2007. Mr. Hammerstein's presentation
focused on Selecting the Right Managers Through
an Improved RFP Process.
10/23/07
David Hammerstein,
CFA, was invited to participate in the Information
Management Network's (IMN) 11th Annual Plan Sponsor and Consultant
Circle Summit in San Francisco, CA on October
23-24, 2007. Mr. Hammerstein's topic focused on
Alternative Investments in Portfolio Strategy.
09/17/07
Sean M.
Bannon, CFA, was invited to participate in the Middle
Atlantic Public Employee Retirement Systems Forum
in Chantilly, VA on September 17-18, 2007. Mr. Bannon's
roundtable discussion focused on Plain Vanilla
Indexing, Fundamental Indexing, and Enhanced Indexes.
06/26/07
David Hammerstein,
CFA, served as a panelist on Global Trends
in Context: The Impact for Hedge Fund Investors
at the Institutional Investor 6th Annual Hedge
Fund Investor Symposium at the Union League
Club in New York City on June 26-27, 2007.
05/30/07
Sean M.
Bannon, CFA, served as a speaker at the 59th
Annual PA County Treasurers' Association Convention
held at Nemacolin Woodlands on Wednesday, May 30, 2007.
Mr. Bannon's presentation focused on What Can
You Expect From Your Pension's Asset Allocation Mix?
05/14/07
David Hammerstein,
CFA, served as a panelist at the Institutional
Investor Corporate Funds Symposium. The
event took place at the Union League Club in New York City
on May 14-5, 2007. Mr. Hammerstein participated in The
Future Is Now Out of the Plan Sponsors' Control: Enter the
CFOs and the Regulators panel session.
04/15/07
Sean M.
Bannon, CFA participated in two programs at the Las
Vegas Stars & Stripes Conference held April
15-17, 2007. Mr. Bannon was included in the program's agenda
for Progressive Portfolio Design: Advanced Asset
Allocation Design: Should You Break Away from the 60/40 Formula
or Maintain Basic Exposures? as well as How
Should You Be Evaluating Manager Returns? Do You Have A Dependable
Method?
01/28/07
The
Made In America Conference was held January
28-30, 2007 in Las Vegas, NV. Sean Bannon, CFA,
was invited to participate in two sessions: Evaluation
of Manager Returns: What Should You be Looking For? and Are
You Sure Your Portfolio is Union-Friendly?
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