Wednesday January 11, 2006

RISE VI

A Federal Reserve bank president, an architect of the Sarbanes-Oxley Act and a celebrated "investment biker" are all part of RISE VI, the "Super Bowl" of investment forums.

The University of Dayton's annual RISE (Redefining Investment Strategy Education) forum really does attract some of the biggest names in investment circles.

When Ben Bernanke appeared at last year's student investment forum, he served as a governor of the Federal Reserve Board. Today, he's slated to succeed Alan Greenspan as chair of the Federal Reserve, one of the most influential positions in the world.

This year's March 30-April 1 forum -- dubbed RISE VI -- will feature William Poole, president and chief executive officer of the Federal Reserve Bank of St. Louis; U.S. Rep. Michael Oxley, R-Findlay, co-author of the landmark Sarbanes-Oxley Act that established higher standards for corporate governance in response to business scandals; Jim Rogers, an adventure capitalist and author who retired at the age of 37 and embarked on a two-year trip around the world on his motorcycle to learn about investment markets in developing countries; and a number of other nationally recognized investment strategists.

More than 1,000 participants, including finance students and professors from universities across the globe and regional business professionals, will travel to Dayton for what's believed to be the world's largest student investment strategy forum. It's sponsored by the University of Dayton with a growing list of the most prestigious names in finance -- the New York Stock Exchange, Nasdaq, Chicago Board of Trade, Singapore Exchange, The Wall Street Journal, CNBC, Deutsche Asset Management, Deutsche Borse Group and CFA Institute.

Fashioned after Switzerland's World Economic Forum, RISE is not a typical academic forum. No papers are delivered. Rather, presenters sit informally on a stage, and students ask them questions about everything from the outlook for the stock market to the likelihood of social security reform. Bob Froehlich, a regular on CNBC's "Squawk Box," personally invites many of the participants and moderates the discussions. He chairs the investor strategy committee at Deutsche Asset Management and is vice chair of Scudder Investments.

The forum includes specialized breakout sessions, a career strategies forum, security analysis and portfolio management workshops and an optional student-managed portfolio competition. Last year, RISE attracted students and faculty from 133 universities in the United States, Canada, Germany, Russia and China. Portions of the forum were videocast to China in 2005 and to London in 2004. Portions also were broadcast in 40 countries by Bloomberg News, Bloomberg TV, Reuters and Dow Jones.

Part of RISE VI will be open to professionals. The cost for the March 30 keynote day at the University of Dayton Arena is $170 for registration before March 1, and includes a box lunch. The cost after March 1 is $200. There will be no on-site registration. To register, call (937) 229-1444, e-mail rise@udayton.edu or click here and select "register online." The program will run from 8 a.m. until 5:45 p.m. and feature discussions from keynote speakers on the economy, markets, Federal Reserve perspective, corporate governance and public policy. Keynote speakers include:

* Richard Bernstein, chief U.S. strategist and chief quantitative strategist for Merrill Lynch

* William Dudley, chief U.S. economist for Goldman Sachs

* Bob Froehlich, chair of the investor strategy committee of Deutsche Asset Management, Americas and vice chair of Scudder Investments

* Elaine Garzarelli, president of Garzarelli Research Inc.

* Congressman Michael Oxley, chair of the U.S. House Committee on Financial Services

* William Poole, president and CEO of the Federal Reserve Bank of St. Louis

* Jim Rogers, co-founder of the Quantum Fund and author of best sellers Investment Biker and Adventure Capitalist: How I Drove Around the World for Three Years in a Yellow Mercedes, Visited 116 Countries, Invested Globally, Set a Guinness World Record and Ate an Iguana.

* Diane Swonk, chief economist of Mesirow Financial

* Edward Yardeni, chief investment strategist of Oaks Associates ltd.

"We're providing unprecedented access to a greater number of keynote speakers of this caliber than students -- and professionals -- can find anywhere else," said David Sauer, associate professor of finance and executive director of the RISE forum. "There isn't anything else like this in academia."

At the University of Dayton, finance students manage a portfolio that will be worth at least $6 million by spring. It's one of the country's largest undergraduate-managed funds.


For press credentials, contact Johanna Snead at (937) 229-4761 or Johanna.Snead@notes.udayton.edu. For interviews, contact David Sauer at (937) 229-2757, (937) 229-3384 or David.Sauer@notes.udayton.edu For assistance in scheduling an interview, contact Teri Rizvi at (937) 229-3241 or rizvi@udayton.edu.