Monday February 23, 2009

Economic Outlook

Some of the world's most renowned investment strategists will discuss the economic road forward at RISE IX, the University of Dayton's annual student investment forum.

What happens next with the economy? With the stock market? With the housing market?

Some of the best minds in the world of finance will address those questions March 26-28 during R.I.S.E. IX, the University of Dayton's global investment forum. R.I.S.E brings together students, faculty and professionals to discuss issues affecting the global economy and financial markets.

"We all know that the world is experiencing economic chaos; people are looking for answers. They want to know what's going on," said David Sauer, managing director of the forum and a University of Dayton finance professor. "At this conference, you'll have a chance to hear about the road ahead from some of the top investment strategists in the world."

Sauer said R.I.S.E., the largest student investment forum in the world, is organized to give students opportunities to interact with leading thinkers in economics and finance, but it also is valuable to investment professionals and investors.

"Everyone who has a job or a retirement plan or a house is trying to do the best they can with their money, and they're looking for answers," Sauer said. "The discussions at R.I.S.E. will give them insights and perspectives from some of the best minds in the world."

A highlight of the event will be an address by Richard W. Fisher, president and CEO of the Federal Reserve Bank of Dallas, at noon Thursday, March 26.

R.I.S.E. (Redefining Investment Strategy Education) will bring together more than 19 internationally renowned keynote speakers to address the global economy and investments from a variety of perspectives markets, economy, corporate governance and global trends.

The forum is co-sponsored by the University of Dayton and the United Nations Global Compact. Georg Kell, the executive head of the Compact which brings companies together with U.N. agencies, labor and civil society to advance universal social and environmental principles will offer his perspective on global investment issues and opportunities.

The March 26 program will run from 8:15 a.m. to 6:30 p.m. at the University of Dayton Arena. Students and faculty will stay through March 28 for specialized breakout sessions, workshops, networking receptions, a career strategies forum and an optional portfolio competition.

Keynote speakers on Thursday, March 26, include:


  • Dr. Andreas H?fert, chief global economist, UBS Wealth Management Research
  • Steve Liesman, senior economics reporter, CNBC
  • Gary Thayer, senior economist, Wachovia Securities
  • Dr. Lawrence Yun, chief economist and senior vice president, National Association of Realtors


  • Steven DeSanctis, CFA, managing director and chief small cap strategist, Merrill Lynch
  • Patrick Dorsey, CFA, director of equity research, Morningstar Inc.
  • Edward Kerschner, CFA, chief investment strategist, Citi Global Wealth Management
  • Jeffrey Kleintop, CFA, chief market strategist, LPL Financial Services

Corporate governance and responsibility

  • C.B. Bhave, chairman, Securities and Exchange Board of India
  • Dr. Roger Ferguson Jr., president and CEO, TIAA-CREF
  • Dr. Russell Read, CFA, founder and CEO, C Change Investments
  • John Surma, chairman and CEO, United States Steel Corp.

Global investment issues and opportunities

  • Thomas Gallagher, CFA, senior managing director and chief political strategist, International Strategy and Investment Group Inc.
  • Georg Kell, executive head, United Nations Global Compact
  • Robert McTeer Jr., distinguished fellow, National Center for Policy Analysis
  • Durmus Yilmaz, governor, Central Bank of the Republic of Turkey

All keynote sessions will be moderated by Dr. Bob Froehlich, chairman of the investor strategy committee, Deutsche Asset Management, and a University of Dayton graduate and trustee.

Now in its ninth year, R.I.S.E. drew more than 2,400 participants from 71 countries in 2008, including more than 700 professionals; 257 colleges and universities were represented.

Professionals and the general public may attend 8:15 a.m. to 6 p.m. Thursday, March 26, at the University of Dayton Arena. Early registration is $200; after March 1, registration is $250.

Early registration for the three-day event for students is $225 until March 1 and $300 for faculty. After March 1, registration for students is $250 and for faculty is $350.

Preregistration is required; online registration closes March 13. On-site registration will not be available. To register, visit For more information, e-mail or call 937-229-1444.