Financial Services Forum

Financial Literacy for All

Events

Upcoming Events

Asset Management Series

Accounting and Finance Speaker Series

"World Economy and Financial Markets"

Christopher Probyn
Chief Economist, Investment Solutions Group
State Street Global Advisors 

Monday, March 27, 5:30 - 6:45 pm
Campus Center, Third Floor, 3545

“Managing Reputation: Evidence from Biographies of Corporate Directors” 

Ian Gow, Harvard Business School
Friday, March 31, 11:00 am – 12:15 pm
Location TBD

Recent Events

Asset Management Series

Accounting and Finance Speaker Series

"Fundamental vs. Technical Analysis: 
The Ying and Yang of Equity Security Valuation"

Allen Hahn, Principal, ADH Advisors
Monday, February 27, 5:30 - 6:45 pm
Campus Center, 2nd floor, 2545

"Interactive Distraction: The Effect of Macroeconomic News on Market Reaction to Earnings News"

Linda H.Chen, George J. Jiang, Kevin X. Zhu
Monday, Mar 6, 2:00pm
Campus Center 3545

"Market Strategies in Turbulent Times"

UMB Student Managed Funds
Monday, December 12, 5:30 – 7:00 pm
Campus Center 3540

“Expectations Management and Stock Returns"

Professor Eric So, MIT
Friday, February 24, 11:00 am
Integrated Science Complex, 1st floor, 1400

"So You Want to be a Financial Advisor"

Matthew Pimental, Merrill Lynch
Senior Vice President - Wealth Management,
Wealth Management Advisor & Portfolio Manager

Monday, November 14, 5:30 - 6:45 pm
Campus Center 3545

“Going Public Privately: The Effect of the Confidential Filing Provision of the JOBS Act on IPO Issuance Likelihood and Duration”

Professor Mengyao Cheng, Boston College
Friday, February 10, 11:00 – 12:15 pm
Campus Center 3540 

"Global Macro Oil and Local E&P: The Connections Are Not What You Think"

Carl Lacey,
Energy Analyst, FactSet/StreetAccount

Monday, October 31, 5:30 - 6:45 pm
Campus Center 3545

"Non-GAAP Earnings: A Consistency and Comparability Crisis?"

Dirk Black, Dartmouth College
Friday, December 2, 11:00 am 
University Hall, 2nd floor, 2330

"Portfolio Performance Analytics"

Paras Doshi, Peter Sheppard, 
Bloomberg Inc., NYC

Monday, October 24, 5:30 - 6:45 pm
Integrated Science Complex, 3300

"Differential Risk Taking Implications of Performance Incentives from Stock and Stock Option Holdings"

Dr. Elif Sisli Ciamarra, Brandeis University
Friday, November 4, 11:00 am
Campus Center, 3rd floor, 3545

"What’s Trending in Finance?"

Andrew Matteis, Senior Investment Executive
Monday, October 17, 5:30 - 6:45 pm
University Hall, 2120

"The information content of analysts' book value per share forecasts"

Dr. Thaddeus Neururer, Univ. of Connecticut
Friday, October 28, 11:00 am 
University Hall, 2nd floor, 2330

"Fundamental and Technical Analysis"

Allen Hahn, Principal, ADH Advisors
September 26, 5:30 - 6:45 pm
University Hall, 2120

"Bank Capital and Lending: Evidence from Syndicated Loans."

Eddie Zhao, UMass Boston 
Friday, October 14, 10:00 am 
PhD seminar room (Healey Library 3rd Floor)

"The Perfect Pitch"

Andrew Uerkwitz, Executive Director and Senior Analyst, Oppenheimer & Co. Inc. 
April 25, 5:30 - 6:45 pm
Campus Center, 3rd Floor, Ballroom A

“Separating Auditor Provided Tax Compliance and Tax Planning Services: Audit Quality Implications."

Dr. Ronen Gal-Or, Northeastern University
April 29, 11:00am – 12:15pm
PhD seminar room (Healey Library 3rd Floor)

"Optimizing Portfolios for Value Creation and Future Risk Mitigation"

Paul Herman, CEO, HIP Investor Inc.
April 4, 5:30 - 6:45 pm
Integrated Sciences Complex, 3rd floor
Conference Room 3300

"Do Inflation Adjustments Lead to Inflated Earnings? Large Sample Evidence of Managerial Discretion."

Jerome Taillard, Babson College
April 1, 11:00am-12:15pm
PhD seminar room (Healey Library 3rd Floor)

"Risk Management: Applied Quantitative Techniques"

Rajiv Mallick, Senior Risk Manager, APG Asset Management US Inc.
March 28, 5:30 - 6:45 pm
Campus Center, Third Floor, 3545

"Buying Products from Whom You Know: Personal Connections and Information: Asymmetry in Supply Chain Relationships"

Ting Chen, Baruch College
March 7, 1:45-3:00pm
PhD Seminar Room (Healey Library 3rd Floor)

"The World Economy and Financial Markets"

Christopher Probyn, Chief Economist State Street Global Advisors
March 21, 5:30 – 6:45pm
Campus Center 3540

"Audit Committee-Auditor Interlocking, Auditor Turnover and Audit Quality"

Yangyang Fan, University of Pittsburgh
March 2, 2:00-3:15pm
PhD Seminar Room (Healey Library 3rd Floor)

 

"Managers' Cultural Background and Disclosure Attributes"

Dr. Gwen Yu; Harvard Business School 
February 26,  11:00am – 12:15pm
PhD Seminar Room (Healey Library 3rd Floor)

 

"Equal Opportunity? Gender Gaps in CEO Appointments and Executive Pay"

Matti Keloharju, Aalto University (currently visiting Harvard Business School)
February 12, 11:00 – 12:15
PhD Seminar Room (Healey Library 3rd Floor)