San Francisco Chapter Meeting Announcement
Meeting was held on December 1, 2008
Venue:
101 California St
San Francisco, CA 94111 (415) 788-4101 Topic: The Retirement Investing Challenge
Abstract: Investors, retirement-focused investors in particular, want equity-like upside, bond-like downside and minimal look-back regret. Can they get it? Not exactly, but product offerings that embody dynamic strategies can give them more of what they want than other current alternatives.
John O’Brien is the Faculty Director of the Master’s in Financial Engineering (MFE) program at the University of California Berkeley , Haas School of Business. John drew on his extensive experience in risk management and in creating financial market innovations to help develop the MFE program at Haas, becoming its first Executive Director in July 2000. John also is an adjunct professor of finance at Haas; he created and teaches the MFE course in financial innovation. Bio: Prior to joining Berkeley , John spent four years as a managing director of Credit Suisse Asset Management in New York where, among other responsibilities, he created and managed the risk management function, the client service function, and the e-commerce effort.
Before Credit Suisse, John was co-founder, Chairman and CEO of Leland O’Brien Rubinstein (LOR) Associates, and Chairman of the Capital Market Fund, and the S&P 500 SuperTrust – the first exchange traded fund (ETF). LOR is credited with a series of financial market innovations, including portfolio insurance and the ETF, a process that now is called “financial engineering”. In 1972, John co-founded O’Brien Associates (later renamed Wilshire Associates), and co-developed the O’Brien 5000 common stock index, later renamed the Wilshire 5000 Index. Over the years, John has received various awards, most recently the 2004 Matthew R. McArthur Award from the Investment Management Consultants Association for lifetime contributions to investment consulting. In 1987 John was named one of Fortune Magazine’s Men of the Year. Earlier John received a Graham & Dodd Scroll Award from the Financial Analysts’ Journal for his article on applications of modern finance to investing. John holds a B.S. in economics from MIT, and an M.S. in operations research from UCLA. He also served as a Lieutenant in the United States Air Force. Use the acteva link below to register for the meeting. QWAFAFEW members who have already paid their 2008 dues do not need to register. http://www.acteva.com/booking.cfm?bevaid=171207 San Francisco QWAFAFEW Steering Committee (Alphabetical Order)
Ralph Goldsticker, Mellon Capital Management
Rosy Macedo, Thomas J Watson Fellowship Program Robert Maxim, Duff & Phelps Matt O'Hara, Barclays Global Investors Jim Quinn, Quantal International - SF chapter chairman Irene Rusman, Oracle Seth Stafford, Oracle
Membership & Inquiries Annual membership fee is a $50. Members will enjoy free attendance at meetings. To be added/removed to the SF QWAFAFEW mailing list please send email to mailinglist.sf@qwafafew.org.
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