Friday February 19, 2010

Celebrating RISE X

For 10 years, students at the RISE Global Investment Forum have heard forecasts from top economic experts. This year, it's the students' turn.

It's not often college students get to rub shoulders with Nobel laureates, Federal Reserve Bank presidents and other internationally renowned industry leaders.

But every spring for the last 10 years, students from around the world have had a chance to do just that at the University of Dayton's RISE Global Investment Forum, the world's largest student investment forum. This year's forum is slated for March 18-20. It's grown so large that part of it is held in a basketball arena.

This year, to celebrate RISE's 10th anniversary the tables will be turned when students will be asked to give their opinions about financial matters through an on-site poll, with results shared almost immediately.

"Today's students have front-row seats on some of the most tumultuous times in the history of the world's economy and they represent the next generation of financial leaders," said Matthew Shank, dean of the University's School of Business Administration. "We think their perspectives on the future of the markets, sustainability and corporate governance will be interesting and noteworthy."

David Sauer, managing director of RISE and a University of Dayton finance professor, said the forum is organized to give students opportunities to interact with leading thinkers in economics and finance.

"Students will be face-to-face with some of the brightest financial minds in the world," Sauer said. "The forum emphasizes two-way conversation and it's 100 percent PowerPoint-free."

Keynote presentations by an all-star line-up of internationally renowned finance leaders will give participants the opportunity to discuss a wide range of financial issues with a high level of interaction, he added.

Todd Buchholz, a global economist and market expert who was an economic advisor to President George H.W. Bush, will close the Thursday events with a speech to participants. Buchholz, chairman and chief investment officer of Victoria Capital Management LLC, is a frequent commentator on ABC News and the PBS Nightly Business Report and often appears on CBS, CNN and CNBC.?

RISE (Redefining Investment Strategy Education) features more than 18 internationally renowned speakers from a variety of perspectives — markets, corporate governance, risk management, and energy and sustainability.

The forum is sponsored by the University of Dayton in association with the United Nations Global Compact, a voluntary corporate responsibility initiative focused on the areas of human rights, labor, the environment and anti-corruption. The compact brings companies together with U.N. agencies, labor and civil society to advance universal social and environmental principles.

Strategic partners also include: Bank of America/Merrill Lynch, BNY Mellon, Beta Alpha Psi, Chicago Climate Exchange, CME Group, Credit Suisse, Deloitte, Global Association of Risk Professionals, Inc., GE Money, Hanley Group, Infinium Capital Management, IntercontinentalExchange, JP Morgan Chase, Morgan Stanley, National Resources Defense Council, NYSE Liffe, PNC Financial Services Group, and Securities Industries and Financial Markets.

Over the last nine years, RISE has drawn more than 11,450 total participants. Last year, more than 2,700 participants representing 302 colleges and universities from 73 countries attended the event.

Professionals and the general public may attend 8:15 a.m. to 6 p.m. Thursday,
March 18. Students and faculty will stay through March 20 for specialized breakout sessions, workshops, networking receptions, a career strategies forum and an optional portfolio competition.
Retired Merrill Lynch executive Westina Matthews Shatten will introduce the program. Keynote speakers include:


  • Nicholas P. Sargen, senior vice president and chief investment officer, Fort Washington Investments and Western & Southern Financial group.
  • Pat Dorsey, director of equity research, Morningstar Inc.
  • Gary Thayer, chief macro strategist, Wells Fargo Advisors LLC.
  • Robert Weissenstein, chief investment officer, Credit Suisse Private Banking Americas.
  • Robert C. Doll, panel moderator, vice chairman and chief investment officer for fundamental equities, BlackRock.

  • Janet Holmes, regulatory affairs vice president and senior credit officer,
Moody's Investors Services.
  • Judy Glazer, global social and environmental responsibility operations director,
  • Hewlett-Packard.
  • Bennett Freeman, senior vice president for social research and policy, Calvert Investments.
  • Ursula Wynhoven, head of policy and legal and special assistant to the executive director, United Nations Global Compact.
  • Jonathan S. Hoak, panel moderator, vice president and chief ethics and compliance officer, Hewlett-Packard.

Risk Management:
  • Donald F. Donahue, chairman and CEO, Depository Trust & Clearing Corporation.
  • Aaron Brown, chief risk officer, AQR Capital Management.
  • David Martin, chief risk officer, AllianceBernstein.
  • Michelle McCarthy, chief risk officer, Russell Investments.
  • William W. Martin, panel moderator, chief risk officer, Commonfund.

Energy and Sustainability:
  • Henry L. Henderson, Midwest programs director, Natural Resources Defense Council.
  • Jonathan Baliff, executive vice president strategy, NRG Energy, Inc.
  • Glenn Labhart, founder, Labhart Risk Advisors Inc.
  • Michael J. Walsh, executive vice president, Chicago Climate Exchange.
  • Carolyn Green, panel moderator, co-founder and managing partner,
  • EnerGreen Capital Management LLC.

Early registration for professionals and the general public is $200; after March 1, registration is $250. Up to seven hours of continuing education credit may be available.

Early registration for the three-day event is $225 for students and $300 for faculty until Feb. 22. After Feb. 22, registration is $250 for students and $350 for faculty.

Online registration closes March 6. After March 6, registrations will be accepted by calling 937-229-1444 or emailing For more information and to register, visit or call 937-229-1444 or contact RISE at

For more information, contact Cilla Shindell, executive director of news and communications, at 937-229-3257 or

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