Center Events

2012–2013

Date

Speaker/Group

Event/Topic

9/19/12

Cutler Center/CCD/BIMA Investments Career Panel:
Yumin Choi, Senior Associate, HLM Venture Partners
Regan Fradette, Investment Officer, Liberty Mutual
Michael Venit, Private Equity Investment Analyst, Cambridge Associates
Ken Anadu, Senior Analyst, Boston Federal Reserve, former investment analyst, Massachusetts pension fund
Moderator: Megan Houlker M'06, Director, Undergraduate Center for Career Development, Babson College 

Careers in Investments
4:45–6:00 p.m.
Olin 120, Babson College
9/27/12 Cutler Center Board Meeting (invitation only)

Cutler Center update
3:30–5:00 p.m.
Babson College

10/3/12 Cutler Center/BSAS CIO Series:
Duncan W. Richardson, CFA, Executive Vice President, Chief Equity Investments Officer of Eaton Vance Management and Chairman of the Equity Strategy Committee 		Topic: The Year of the Dragon:  Managing through Macro Driven Markets
5:00–6:00 p.m. Presentation
6:00–7:00 p.m. Networking Reception
The Ritz-Carlton, Boston Common
10 Avery Street
Boston, MA  02111
10/11/12 Cutler Center/NYSSA NYC Panel and Reception 
Brian Kelly, Managing Member and Co-Founder, Shelter Harbor Capital, and frequent CNBC contributor
Jason Orlosky, Vice President and portfolio manager, Barclays Wealth and Investment Management
Henry “Chip” Dickson, CFA, Director of Research and Strategist, DISCERN Investment Analytics
Moderator: Kathy O’Connor, President and Portfolio Manager, KJ Capital Management LLC, and Chairperson of the Board of the NYSSA

Topic: A Look Ahead: Investing in Uncertain Times
5:30–6:00p.m. Registration
6:00–7:15 p.m. Panel
7:15–8:00p.m. Networking Reception
NYSSA’s conference facilities at 1540 Broadway, New York, NY

10/17/12​

Cutler Center/BIMA/BVCPE Club “Raising Capital” Panel:
Mark Hodges, Co-founder and Chairman, EquaTerra (sold to KPMG last year) and serial entrepreneur
James Vandervelden, Managing Director and Head of Merchant Banking, Covington Associates
Mina Hsiang, Senior Associate, General Catalyst Partners
Moderator: Richard Bliss, Ph.D., Associate Professor of Finance, Babson College and co-author of: Entrepreneurial Finance: Strategy, Valuation & Deal Structure

Topic: Raising Capital in the New Normal
4:45-6:00p.m. Panel
Olin 120, Babson Campus ​

10/24/12

Wealth Management Series  Tim Hopper, Ph.D., Chief Economist and Managing Director, National Resources and Infrastructure at TIAA-CREF                                          

Topic: Investing in Today’s Global Economy
5:00–6:00 p.m. presentation
6:00–7:00 p.m. reception
Olin Auditorium, Babson College 

11/1/12 Dr. Eric Rosengren, President, Federal Reserve Bank of Boston

Topic: The Economic Outlook and Unconventional Monetary Policy
5:00–6:00 p.m.
Olin Auditorium, Babson College
Presentation Recording (Please note that due to technical issues the audio does not begin until 1:05) 

1/31/13​

Comcast CFO Coming to Babson College​
Michael Angelakis '86, Vice Chairman and CFO, Comcast Corporation

5:00-6:00 p.m.
Olin Auditorium, Babson College
Register Here

2/12/13  BSAS “Annual Market Dinner” (invitation only)

Cutler Center is Silver Sponsor
Topic: "A conversation with Dr. Alan Greenspan" 
5:00pm
The Westin Copley Place
10 Huntington Avenue, Boston
More Information

3/1/13

Cutler Center BIMA Investments Conference
Keynotes:
Len Schlesinger, President of Babson College
Donald Straszheim, Senior Managing Director, Head of China Research, International Strategy & Investment (ISI)
Jurrien Timmer, Director of Global Macro and Portfolio Manager, Fidelity Investments
Dr. Paul Willen, Senior Economist and Policy Advisor, Research Department, Federal Reserve Bank of Boston
See curent Conference Agenda.

Topic: Market Roadmap
8:00 a.m.–4:30 p.m.
Olin Hall, Babson College
Conference Recordings:
Donald Straszheim Keynote

Generating Alpha Panel

Investing in Energy Panel

Paul Willen - Keynote

3/27/13​

Cutler Center/CWEL
Women in Finance Panel:
Kathy A. O'Connor M'87, CFA
President and Portfolio Manager,
KJ Capital Management LLC ​
Sandy LeDuc, Director of Finance, Fox RPM Corp
Patricia Cassetta M'06, CPA, Sr. Manager of Contract Finance at Staples
Moderator: Catherine Friend White M'86, President and Senior Portfolio Manager, FinArc, LLC

Topic: Women in Finance
5:00–6:15 p.m. panel
6:15–6:45 p.m. reception
Olin Auditorium, Babson College
Register Here 

4/5/13​

Boston Area Finance Symposium (BAFS)
Sponsored by the Cutler Center

 Tomasso 308, Babson College
9:00am-5:00pm
More Information
4/10/13​ Cutler Center/Financial Services CAN
Boston Business Breakfast Forum:
Jeff Mortimer, Director of Invesment Strategy, Wealth Management Division at BNY Mellon		 Topic: Global Market Outlook
7:30–9:00a.m.
University of Massachusetts Club, Downtown Boston
Register Here​
5/15/13​ Cutler Center Board Meeting (invitation only)​ Cutler Center update
2:00–6:00 p.m.
Babson College ​

For more event listings, see:
Finance Speaker Series Seminars
Babson Corporate Finance Association Events
Financial Services Career Affinity Group Events

For more information email Karl Honerlaw.

Date

Speaker/Group

Event/Topic

9/9/11 Finance Speaker Series Seminar:
Sunil Wahal, Arizona State University		 Topic: Investing in a Global World
10:30 a.m.–12:00 p.m.
Cutler Center, Babson College
9/21/11 Cutler Center Board Meeting
(invitation only)		 Cutler Center Update
3:30–5:00 p.m.
Thames Room, Babson Executive Conference Center
9/22/11 Cutler Center/BIMA/CCD Investments Career Panel:
Rick Spillane, CFA, Faculty Director, Babson College Fund
Mark D’Annolfo, Director, Cutler Center
David Thompson, CFA, M‘71, Managing Director of Fixed Income Management, Highmount Capital
David Lamere ’82, former Vice Chairman, BNY Mellon and CEO, BNY Mellon Wealth Management
Moderator: Don O’Connor, Associate Director, Financial Services, Graduate Center for Career Development		 Careers in Investments
4:45–6:00 p.m.
Olin Auditorium, Babson College
9/23/11 Finance Speaker Series Seminar:
Brian Rountree, Rice University		 Topic: Are individual investors influenced by the optimism and credibility of stock spam recommendations
1:30–3:00 p.m.
Cutler Center, Babson College
10/6/11 Walter C Donovan, CIO, Putnam Investments
Mr. Donovan will lead a panel discussion with the Putnam Investments’ team on the outlook for various markets.		 Topic: Global Market Outlook
4:30–5:00 p.m. registration
5:00–6:00 p.m. presentation
6:00–7:00 p.m. reception
Hyatt Regency Boston
10/13/11 Phil Rueppel, Managing Director/Sr. Research Equity Analyst, Wells Fargo Securities Topic: Equity Analysis
5:00–6:00 p.m.
Olin 101, Babson College
10/18/11 Jurrien Timmer ‘85, Director of Global Macro and Portfolio Manager, Fidelity Investments Topic: Investment Outlook
5:00–6:00 p.m. presentation
6:00–7:00 p.m. reception
Olin Auditorium, Babson College
11/10/11 New York City Speaker Series Panel:
Jason Orlosky '04, Vice President, Barclays Wealth Management
Kathryn Karlic '76, Group Vice President, M&T Bank
Henry (Chip) Dickson '75, Founder, President and DOR, DIS/CERN Investment Analytics
Tim Yantz '01, Managing Director, Meadow Partners
Moderator: Professor and Associate Dean, Bob Turner		 Topic: Market Outlook: Investing in an Uncertain Environment
6:00–6:45 p.m. registration
6:45–7:45 p.m. presentation
7:45–8:30 p.m. reception
Grand Hyatt New York
11/16/11 Raising Capital Panel:
Heather Onstott, Director, Small Businesses, LaunchCapital
Jo Tango, Partner, Kepha Partners Kevin Mulvaney, Senior Lecturer of Entrepreneurship, Babson College
Bruce Ou, Principal, Grove Street Advisors Moderator: David Pierson, Partner and venture specialist, Foley Hoag, LLC		 Topic: Raising Capital in a Global Economy – A Conversation Among Investment Professionals
4:30–5:00 p.m. registration
5:00–6:00 p.m. presentation
6:00–7:00 p.m. reception
Needham/Wellesley Room
Babson College Webinar link
12/2/11 Finance Speaker Series Seminar:
Eric Zitzewitz, Dartmouth College		 Topic: How Much Does Size Erode Mutual Fund Performance A Regression Discontinuity Approach
10:30–12:00 p.m.
Cutler Center, Babson College
2/2/12 Boston Speaker Series
Dr. Karl Case, Professor of Economics Emeritus, Wellesley College, Senior Fellow, Joint Center for Housing Studies, Harvard University		 Topic: Real Estate
7:30–8:00 a.m. registration
8:00–9:00 a.m. presentation
Harvard Club
2/3/12 Finance Speaker Series Seminar:
David McLean, MIT Sloan/Alberta School of Business		 Topic: TBD
10:30–12:00 p.m.
Cutler Center, Babson College
3/2/12 Finance Speaker Series Seminar:
Miriam Schwartz Ziv, Harvard/Hebrew U and Michael Weisbach, Ohio State		 Topic: Corporate Boards
11:30–1:00 p.m.
Cutler Center, Babson College
3/7/12 Cutler Center Board Meeting (invitation only) Cutler Center Update
12:30–2:00 p.m.
Location: Boston
3/7/12 Boston Security Analyst Society (BSAS) Cutler Center is Gold Sponsor 26th Annual BSAS Market Outlook Dinner
InterContinental, Boston
3/9/12 Cutler Center BIMA Investments Conference
Keynotes:
Len Schlesinger, President of Babson College

Daniel Clifton, Partner, Head of Policy Research, Strategas Research Partner Brian C. Kelly M’95, Shelter Harbor Capital, and frequent CNBC contributor John Campbell, Ph.D., Professor of Economics and Department Chair, Harvard University, Founding Partner, Arrowstreet Capital, LP
See current conference agenda

 Topic: Global Market Outlook - Investing in an Uncertain Environment
Olin Hall, Babson College
3/30/12 Finance Speaker Series Seminar:
Philip Strahan, Boston College		 Topic: TBD
1:30–3:00 p.m.
Cutler Center, Babson College
4/12/12 Finance Speaker Series Seminar:
G. Andrew Karolyi, Cornell University		 Topic: TBD
4/17/12 Boston Business Breakfast Forum Stewardship: Lessons Learned rom the Lost Culture of Wall Street Keynote Speaker: John Taft, CEO, RBC Wealth Management - U.S.
7:30–9:00 a.m.
Downtown Harvard Club of Boston, One Federal Street

2010–2011

Date

Speaker/Group

Event/Topic

4/7/11 HFT Panel:
Ben Marsh, Managing Director, BTIG
Christopher Rice, Senior Managing Director and Global Head of Trading, State Street Global Advisors
Moderator: Professor Michael Goldstein, Babson College, and Faculty Director, Cutler Center		 No Limits: Computers, Algorithms, and the Speed of Trading
Listen Now
3/25/11 Cutler Center BIMA Conference – Full Day
Keynotes:
Len Schlesinger, President of Babson College
Andrew Lo, Professor of Finance,
MIT Sloan School of Management
Ben Inker, Head of Asset Allocation, GMO		 The Global Outlook and Investment Strategies
3/10/11 Boston Business Breakfast Forum:
Steve Feinstein, Associate Professor of Finance, Babson College David Hanna, SVP and Director of Alternative Investments, Boston Advisors
Mark Singer, CFP President, Safe Harbor Retirement Planning
Mark Wetzel, President, Fiduciary Investment Advisors, LLC		 Tactical Asset Allocation: Latest Fad or Essential Investment
3/1/11 Ed Hyman, Chairman & Founder, ISI Group 25th Annual BSAS Market Outlook Dinner
2/16/11 Real Estate Panel:
Frederic Chartier, Economics Professor, Babson College
Gregory Dungan, Managing Partner and SVP, HHCP
David Brillembourg ’93, Chairman and CEO, Brilla Group
Sal A. Haider, SVP, Mixed Use, Majid Al Futtaim Properties
Peter Walichnowski, CEO, Majid
Al Futtaim Properties		 Dubai After the High: What Happened and What’s Next in Dubai
2/9/11 Dan Fuss, CFA, CIC, Vice Chairman, Loomis Sayles & Company Bond Market Outlook
11/18/10 Neil Smith M’02, Founder, Equity Metrics Shareholder Value: Do Business Decisions Create or Destroy it
11/3/10 VC/PE Panel:
Larry Begley ‘92, Co-Founder and Managing Director, .406 Ventures
Jean Hammond, Entrepreneur and Investor, Golden Seeds
Bill LaPoint, Partner, Halpern, Denny & Co.
Tim McMahon M’83, Managing Director, Covington Associates
Moderator: Professor Richard Bliss		 Raising Capital in Today’s Economy: A Conversation Among Investment Professionals
10/14/10 Ren Cheng, Senior Research Consultant, Fidelity Investments Understanding Tail Events: Together We Go Singular
10/21/10 Babson Professors Neal Harris, Stephen Deets and Frederic Chartier The European Debt Crisis & Its Impact on the Global Economy
10/6/10 Bruce Herring ’87, CIO, Fidelity Management & Research Company Research & Portfolio Management in a Dynamic Market
9/30/10 Jurrien Timmer ‘85, Director of Global Macro and Portfolio Manager, Fidelity Management & Research Company Market Outlook
9/16/10 Parker Gallagher, Financial Management Specialist, US Department of State Technical Analysis
9/8/10 CFO Roundtable/Foley Hoag Law School for the CFO Conference
6/10/10 David Lamere ’82, former Vice Chairman, BNY Mellon and CEO, BNY Mellon Wealth Management Boston Speaker Series:
The View Forward: Wealth Management in a New Era
6/2/10 CFO Roundtable Event:
Professor James Hoopes, Babson College		 Ethics
10/6/10 Bruce Herring ’87, CIO, Fidelity Management & Research Company Research & Portfolio Management in a Dynamic Market
9/30/10 Jurrien Timmer ‘85, Director of Global Macro and Portfolio Manager, Fidelity Management & Research Company Market Outlook
9/16/10 Parker Gallagher, Financial Management Specialist, US Department of State Technical Analysis
9/8/10 CFO Roundtable/Foley Hoag Law School for the CFO Conference
6/10/10 David Lamere ’82, former Vice Chairman, BNY Mellon and CEO, BNY Mellon Wealth Management Boston Speaker Series:
The View Forward: Wealth Management in a New Era
6/2/10 CFO Roundtable Event:
Professor James Hoopes, Babson College		 Ethics

2009–2010

Date

Speaker/Group

Event/Topic

4/15/10 Greg Miller, M’72, Wellesley Investment Advisors Investments
3/26/10 Cutler Center BIMA Conference
Keynotes:
Len Schlesinger, President of Babson College
Deborah Foye Kuenstner, CIO Wellesley College
Seth Klarman, President, Baupost Group		 What's Next: Opportunities in a time of unprecedented global stimulus
3/11/10 Robert Chow, Senior Investment Manager, Fidelity Management & Research Company Growth Stocks
2/18/10 Eric Packer, Registered Principal, Progressive Asset Management Socially Responsible Investing
2/4/10 Babson Finance Faculty Panel
Professor Richard Bliss
Professor Mark Potter		 Understanding Finance and Investments in 60 minutes
11/19/09 Jurrien Timmer ’85, Director of Global Macro and Portfolio Manager, Fidelity Management & Research Company The State of the Market
11/12/09 Harry Markopolos, Madoff scandal whistleblower and author Madoff scandal
11/10/09 Peter Brooke, Founder, Chairman, and former CEO Advent International Vision for Venture Capital

2008–2009

Date

Speaker/Group

Event/Topic

5/7/09 Finance Immersion Program (FIP) FIP reception at Babson Executive Conference Center
5/6/09 Babson College Fund BCF reception at Union Club
4/4/09 BIMA Conference Keynotes:
Len Schlesinger, President of Babson College
Karl Case, Professor Emeritus, Wellesley College and developer of the S&P/Case-Shiller Index
Erik Sirri, Professor, Babson College, and former Director, SEC Divisions of Trading and Markets		 The Acute Problem and the Long Term Perspective
3/24/09 Behavioral Finance Panel:
Professor Richard Bliss Professor Mark Potter		 Behavioral Finance
1/22/09 Marshall Carter, Deputy Chairman, NYSE Euronext, and retired Chairman and CEO State Street Corporation “The Economic Crisis-What happened, what will the New Administration do”