After a two year hiatus, the FactSet Investment Process Symposium will return for our U.S. clients. The Symposium is designed to bring industry thought leaders to our clients for three days of education and networking.
This year’s Symposium will take place March 20-22, 2011 at the Fairmont Turnberry Isle in North Miami Beach, Florida. Distinguished keynote speakers will include Kenneth Rogoff, renowned economist and Harvard University Professor; Ronald Kahn, Managing Director at BlackRock; Ian Bremmer, bestselling author and President of Eurasia Group; and Tom DeLano, who recently joined FactSet from Market Metrics.
Learn more about our keynotes and what they’ll be speaking about at the Symposium. To register, visit www.factset.com/symposium.
 Kenneth Rogoff, Thomas D. Cabot Professor of Public Policy and Economics, Harvard University
This Time is Different: Eight Centuries of Financial Folly
Kenneth Rogoff is Thomas D. Cabot Professor of Public Policy and professor of economics at Harvard University. Previously, he served as chief economist and director of research at the International Monetary Fund and as director of the Center for International Development at Harvard. Dr. Rogoff is co-author of the books Foundations of International Macroeconomics and most recently the 2009 national bestseller This Time Is Different: Eight Centuries of Financial Folly (of which signed copies will be available at the Symposium). He writes a monthly column for Project Syndicate on global economic issues. He is on the economic advisory panel of the Federal Reserve Bank of New York and the Central Bank of Sweden. He holds a B.A. in Economics from Yale University and a Ph.D. from Massachusetts Institute of Technology.
In his talk...
For Dr. Rogoff, each economic crisis is unique, yet follows certain patterns of previous financial crashes. A significant market event cannot be predicted or analyzed based solely on what has come before, but we must apply the knowledge of what we’ve learned as we look ahead to the future. Together with Carmen M. Reinhart, Rogoff has deeply examined eight financial catastrophes, and in his keynote, he will use history to show how that there are patterns and cycles worth paying attention to, and they have never been more relevant.
 Ronald N. Kahn, Managing Director, BlackRock
Quant Managers and the Challenges of Risk Analysis
Ronald N. Kahn is a the Managing Director and Global Head of Scientific Active Equity Research at BlackRock. He is responsible for developing, innovating, and sustaining BlackRock's scientific equity strategies. Dr. Kahn's service with the firm dates back to 1998, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, his roles included global head of equity research, global head of advanced equity strategies, and head of active equities in the U.S. Prior to joining BGI, Ron worked as director of research at Barra, where his research spanned the equity and fixed income markets in the U.S. and globally.
With Richard Grinold, Ron co-authored Active Portfolio Management: Quantitative Theory and Applications. The 2007 book, How I Became a Quant, includes his essay describing his transition from physics to finance. He is a 2007 winner of the Bernstein Fabozzi/Jacobs Levy award for best article in the Journal of Portfolio Management, and he also serves on the editorial advisory boards of the Journal of Portfolio Management and the Journal of Investment Consulting. Ron currently teaches a course on Equity Markets in the Masters in Financial Engineering program at the University of California, Berkeley.
In his talk...
Ron will cover the ways risk analysis is changing in today’s global investment universe. Specifically, he will speak to the issues facing quant managers, including how they can succeed at quantitative equity management in the future.
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| Hear from the brighest minds in the industry at FactSet's 2011 Investment Process Symposium. |
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Tom DeLano, Principal, Market Metrics
Insights on the Investment Manager-Investment Advisor Relationship
Before managing client relationships in the Midwest and eastern United States for Market Metrics, Tom DeLano gained nearly fifteen years of experience in market research, financial services and consulting. He began his career at Monitor Group, an international strategy consulting firm headquartered in Cambridge, Massachusetts. At Monitor, Delano worked with senior managers at Fortune 500 companies in a wide range of industries, and focused particularly on developing strategy for major firms in the annuity, insurance and mutual fund industries.
DeLano joined Market Metrics in 1997. Since then, he has been instrumental in launching several new studies. He has also spearheaded the firm’s technology development. Tom received his undergraduate degree in Mathematics from DePauw University. He lives in Oak Park, Illinois with his wife and three children.
In his talk...
Tom DeLano will build on his experience managing client relationships to provide insight into the unique relationship between investment managers and investment advisors. He will explain how this dynamic shapes investment decisions and services provided.
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 Ian Bremmer, President, Eurasia Group
Managing Risk in an Unstable World: Geopolitical Trends and What They Mean for Investors
Ian Bremmer is currently the president of Eurasia Group, the leading global political risk research and consulting firm. He is also a contributor for the Wall Street Journal and writes The Call blog on ForeignPolicy.com. Bremmer created Wall Street’s first global political risk index, and has authored several books, including the national bestseller, The End of the Free Market: Who Wins the War Between States and Corporations?, which details the new global phenomenon of state capitalism and its geopolitical implications. He also wrote The J Curve: A New Way to Understand Why Nations Rise and Fall, which was selected by The Economist as one of the best books of 2006, and The Fat Tail: The Power of Political Knowledge for Strategic Investing. His most recent book, The End of the Free Market: Who Wins the War Between States and Corporations? was published in May 2010 and will be available for signing at the Symposium.
Ian has a Ph.D. in political science from Stanford University, and currently teaches at Columbia University. He grew up in Boston, and now lives in New York and Washington, DC.
In his talk...
Ian will discuss the challenge of managing risk in a world that’s trending toward state capitalism, especially in authoritarian states. To navigate globalization’s choppy waters, every business leader analyzes economic risk when considering overseas investments or looking at market exposure. But are we to look beyond reassuring data about per-capita income or economic growth to assess the political risk of doing business in certain countries? Ian will explain that by blending political and economic risk analysis, investors can make savvier decisions – seizing valuable opportunities around the globe while avoiding danger zones.
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