Thursday December 30, 2010

R.I.S.E. XI Investment Forum

The University of Dayton's R.I.S.E. XI forum March 31 through April 2 will bring together finance leaders from around the world with students for the interactive investment forum.

At the University of Dayton's R.I.S.E. XI Global Investment Forum finance students have a chance to do more than listen to financial experts. The innovative forum sparks spirited debate among panelists and students; an instant poll asks students for their economic forecasts and market predictions.

Now in its 11th year, R.I.S.E. (Redefining Investment Strategy Education) has grown into the largest student investment forum in the world — so big that some events are held in a basketball arena. The forum slated for March 31 through April 2 at the University of Dayton will bring together students, faculty and leading investment professionals to share knowledge in an interactive format.

Mark Sniderman, executive vice president and chief policy officer of the Federal Reserve Bank of Cleveland, will speak at noon Thursday, March 31, on the Federal Reserve Perspective.

"Our approach helps finance professionals as well as students keep pace with industry trends and changes in the world economy," said Matthew Shank, dean of the University's School of Business Administration. "The speakers represent a broad spectrum of perspectives on topics that affect business and finance including risk management and responsibility to society."

For the first time, specialized breakout sessions will highlight research presentations by finance, accounting and economics faculty.

Through an on-site instant poll, students will be asked for market and economic predictions with results shared almost immediately.

The United Nations Global Compact cosponsors the forum. The U.N. Global Compact is 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 include: Beta Alpha Psi; Financial Services Forum; Global Association of Risk Professionals, Inc. (GARP); Principles of Responsible Management Education (PRME); and Social Investment Forum.

In the 10-year history of R.I.S.E., the forum has attracted nearly 13,000 total participants from the financial industry and colleges and universities from around the globe.

Professionals and the general public may attend 8:15 a.m. to 6:15 p.m. Thursday, March 31. Students and faculty will stay through noon April 2 for specialized breakout sessions, workshops, networking, a career strategies forum and an optional portfolio competition.

Panelists include:
• Robert Weissenstein, chief investment officer, Credit Suisse Private Banking Americas.
• Kate Moore, global equities strategist, Bank of America Merrill Lynch.
• Monica Bertran, moderator, Bloomberg Television.
• Nick Sargen, senior vice president and chief investment officer, Fort Washington Investment Advisors.
• Jörgen Holmquist, director-general of internal markets and services, European Commission.
• Richard Yamarone, moderator, co-founder and managing partner, Bloomberg Television.
Risk Management:
• Aaron Brown, chief risk officer, AQR Capital Management.
• Ηans L. Christensen, CEO/CIO, MJX Asset Management.
• Glen Swindle, managing director for energy trading and marketing, Credit Suisse.
• Kenneth Abbott, managing director and COO of market risk, Morgan Stanley.
• Michelle McCarthy, moderator, managing director and director of risk managment, Nuveen Investments.
Socially Responsible Investing:
• Paula DiPerna, advisor, NTR Foundation.
• Peter DeSimone, director of programs, Social Investment Forum.
• Carolyn Green, 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 two and one-half-day event is $225 for students and $300 for faculty until March 1. After March1, registration is $250 for students and $350 for faculty.

Online registration closes March 19. Pre-registration is required and cannot be accepted the day of the event. For more information and to register, visit, call 937-229-1444 or email at

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

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