| |
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.
2010
Ryan Lennie,
Senior Consulting Analyst, presented Yanni Partners'
quarterly client webinar on Thursday, June 24, 2010 on Protecting
Your Portfolio from Volatile Equity Markets.
Ryan Lennie,
Senior Consulting Analyst, presented Yanni Partners'
quarterly client webinar on Tuesday, April 27, 2010, on Target
Date Maturity Funds, One Size Does NOT Fit All.
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.
James E.
Gnecco, Senior Consultant and Ryan Lennie,
Senior Consulting Analyst made presentations at the
Mid-Atlantic Plan Sponsors 11th Annual Trustee Educational
Conference held June 10 - 12, 2009, in Cambridge, MD.
Mr. Gnecco made a presentation on Asset
Allocation and Mr. Lennie made
a presentation on Alternative Investments' Role
in Institutional Portfolios
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,
FL.
Sean M. Bannon, CFA, AIF, Senior Consultant,
discussed Trustees' Fiduciary Responsibility
at the ATU Regional Education Conference, held May
2008 in Minneapolis, MN.
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, NV: 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, CO.
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, NY 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,
NY 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?
|
