2010 Capital IQ Investor Leadership Breakfast (San Francisco)
Thursday, May 13, 2010
San Francisco, CA
8:00am – 8:40am
Breakfast
8:40am – 8:45am
Argyle Executive Forum Opening Remarks
8:45am – 8:55am
Capital IQ Opening Remarks
Jeff Ramseyer
Senior Vice President
Capital IQ
8:55am – 9:45am
“Investor Outlook”
Moderator:
Carson Boneck, CFA
Managing Director
Capital IQ SystematIQ
Panelists:
Eric E. Alt
Managing Director & Co-Director of Research
Hall Capital Partners LLC
Allison A. Bennington
Partner and General Counsel
ValueAct Capital Partners, L.P.
Jim McKee
Senior Vice President and Director, Hedge Fund Research Group
Callan Associates
Edgar E. Peters
Co-Director of Global Macro
First Quadrant
Jeff Shen
Managing Director, Head of Asia/EM Scientific Active Equity
BlackRock Fund Advisors
9:45am – 10:15am
Coffee Break
10:20am – 11:00am
“State of the Markets”
Moderator:
Carson Boneck, CFA
Managing Director
Capital IQ SystematIQ
Panelists:
Dr. Jeremy Evnine
CEO and Head of Research
Evnine & Associates, Inc.
Timothy Garry
Chief Risk Officer
Passport Capital, LLC
Tad Rivelle
Chief Investment Officer
Trust Co of the West
*This session is off the record
11:00am – 11:05am
Closing Remarks
*Please note agenda is subject to change
Date: Thursday, May 13, 2010
Time: 8:00am – 6:00pm
Location: San Francisco, CA
*Event location will be disclosed to attendees upon completion of the registration process.
Price: Complimentary
(subject to availability)
Advance registration is required for all member meetings. Registration is not available onsite.
