Monday January 9, 2012


What's ahead for the economy? The stock market? Find out in March at the University's annual global investment forum.

What's ahead for the economy? The stock market? Find out from top financial minds in March at the University's annual student investment forum.

The R.I.S.E. XII Forum on March 29-31 will host internationally renowned financial leaders to share outlooks and perspectives on the economy, stocks, alternative investments and international and emerging markets.  

Keynote speakers include David Darst, managing director and chief investment strategist for Morgan Stanley Smith Barney, and Bob Doll, chief equity strategist for BlackRock.   

Kathleen Hays, host of Bloomberg Radio's "The Hays Advantage," will return to moderate the forum's opening day Thursday, March 29, at the University of Dayton Arena.  

Now in its 12th year, R.I.S.E. (Redefining Investment Strategy Education), one of the world's most prestigious student investment forums, brings together leading investment professionals with students and faculty in an interactive, informative setting. Since R.I.S.E. began in 2001, the forum has attracted nearly 13,000 participants from the financial industry and colleges and universities from around the globe. 

The forum is presented 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. Other partners include CFA Institute, Beta Alpha Psi, Financial Services Forum and Global Association of Risk Professionals (GARP).

Professionals and the general public may attend 8 a.m. to 6:30 p.m. Thursday, March 29. Students and faculty will stay through noon, March 31, for specialized breakout sessions, workshops, networking, a career strategies forum and an optional portfolio competition. 

Professional registration is $200 (includes lunch) before March 1, and $250 after that date. Pre-registration is required and cannot be accepted on the day of the event. Online registration ends March 17. To register, visit

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

The forum is a hot spot for social media with plenty of on-the-spot opportunities for R.I.S.E. participants to share speaker comments and their looks to the future. Updates are shared on Twitter, Facebook, YouTube, LinkedIn and photo-sharing sites. An on-site poll asks students for their market and economic predictions, with results available almost immediately. 

Panelists include:

  • Bruno Bertocci, senior portfolio manager and managing director, UBS Global Asset Management
  • Adam B. Blitz, chief investment officer and principal, Evanston Capital Management LLC
  • Aaron Brown, risk manager, AQR Capital Management
  • Anthony Chan, chief economist, J.P. Morgan Private Wealth Management
  • Nick Cooper, principal, The Townsend Group
  • Milton Ezrati, partner and senior economist and market strategist, Lord, Abbett & Co. LLC
  • Christopher Greer, global head of capital introduction, Citi Prime Finance
  • Danielle Hughes, CEO and Founder, Divine Capital Markets LLC
  • Barry R. James, president, CEO and portfolio manager, James Investment Research
  • Hugh A. Johnson, chairman, Hugh Johnson Advisors LLC
  • David Kudla, CEO and chief investment strategist, Mainstay Capital Management LLC
  • Thomas Leventhorpe, executive director, J.P. Morgan Asset Management
  • Kate Moore, global equity strategist, Bank of America Merrill Lynch
  • Richard Yamarone, senior economist, Bloomberg

For more information, visit, email or call 937-229-1444.

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