University of Virginia Investing Conference

  • 2017 UVIC

    The 10th Annual University of Virginia Investing Conference (UVIC), will take place at UVA’s Darden School of Business 9-10 November 2017.The conference provides the insights of financial analysts, portfolio managers, economists, and industry executives and attracts professional investment managers, financial officers, academics, students, private investors and industry executives as they seekt to identify and analyze the way forward.

    The conference is hosted by the Richard A. Mayo Center for Asset Management, one of Darden’s 10 research Centers of Excellence. The center works to advance the study and practice of asset management through top-quality research, regular conferences and activities, support for the MBA student club Darden Capital Management, and the development of educational programs.


     
  • Check back soon for more information on 2017.


    2016 Highlights included a Darden @Virginia Investing challenge that welcomed a record 18 schools and the first-ever Darden Capital Management (and Darden school) Facebook Live streaming interviews, and interviews with speakers conducted by students.  For those who missed the conference, some recap appeared across different channels:

    • Broad conference overview, featuring video interviews with Steve Rattner and Jerome Booth available HERE
    • A WSJ podcast featuring an interview with the winning team at the Darden @ Virginia Investing Challenge
    • An in-depth ‘Ideas to Action’ Piece recaps some of the broader global geopolitical panel takeaways
    • Facebook Live interviews with Darden Capital Management students now on the school’s FB page
    • The Role of the Active Investor Ideas to Action piece.  




    2017 University of Virginia Investing Conference Speakers

    Sonny Kalsi

      Sonny Kalsi

    Sonny Kalsi is a Founder and Partner of GreenOak Real Estate, an independent, partner-owned real estate principal investing firm that seeks to create long-term value for its investors and clients.  Formed in 2010, GreenOak Real Estate is a highly focused global platform with an experienced and cohesive senior team that possesses a long and successful track record investing in and managing real estate. The firm has offices in New York, Los Angeles, London, Madrid, Tokyo and Seoul with dedicated teams that possess local knowledge, experience and extensive networks in each market. Since inception, GreenOak has raised $6b of equity to invest in targeted strategies and assets and acquired approximately $9bn of real estate assets globally. Sonny was previously the Global Co-Head of Morgan Stanley’s Real Estate Investing business and President of the Morgan Stanley Real Estate Funds until early 2009. At its peak, the MSREI platform had approximately $100 billion of AUM in 33 countries.  From 1997 through 2006, Sonny and his team led the formation of Morgan Stanley’s property business in Asia and built the leading real estate platform in the region. Sonny was recently named by PERE as one of the 100 most influential people in private real estate from the past decade. Sonny is a graduate of Georgetown University with a degree in Business Administration and is a member of the Georgetown’s Board of Regents. 

    Michael Mauboussin

    Michael Mauboussin

    Michael J. Mauboussin is a Managing Director and Head of Global Financial Strategies at Credit Suisse. Based in New York, he provides thought leadership based on his research and writing in areas including capital markets, valuation, competitive strategy, and decision making.

    Prior to rejoining Credit Suisse in 2013, he was Chief Investment Strategist at Legg Mason Capital Management for nearly nine years. Mr. Mauboussin originally joined Credit Suisse in 1992 as a packaged food industry analyst and was Chief U.S. Investment Strategist from 1999-2004. He is a former president of the Consumer Analyst Group of New York and was repeatedly named to Institutional Investor's All-America Research Team and The Wall Street Journal All-Star survey in the food industry group.

    Mr. Mauboussin is the author of three books: The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing, Think Twice: Harnessing the Power of Counterintuition, and More Than You Know: Finding Financial Wisdom in Unconventional Places-Updated and Expanded. He is also coauthor, with Alfred Rappaport, of Expectations Investing: Reading Stock Prices for Better Returns

    Mr. Mauboussin has been an adjunct professor of finance at Columbia Business School since 1993 and is on the faculty of the Heilbrunn Center for Graham and Dodd Investing. He has received the dean’s award for teaching excellence multiple times.

    Mr. Mauboussin earned an AB from Georgetown University. He is also chairman of the board of trustees of the Santa Fe Institute, a leading research institute for the multidisciplinary study of the fundamental principles of complex adaptive systems. 

    Kate Moore

    Kate Moore

    Kate Moore, Managing Director, is Chief Equity Strategist for BlackRock and is a member of the BlackRock Investment Institute (BII). She is responsible for developing global equity market insights and actionable investment advice, as well as representing BlackRock’s market views for Equities - America across all channels.

    Prior to joining BlackRock, Ms. Moore was the Chief Investment Strategist for the Private Bank at J.P. Morgan and a member of the Global Investment Committee. In this role she set asset allocation and investment strategy for US discretionary multi-asset portfolios and managed a macro equity strategy for private clients.

    Before joining J.P. Morgan, Ms. Moore was the Senior Global Equity Strategist at BofA Merrill Lynch Global Research. In this role, she was responsible for publishing and marketing
    macro equity strategy, asset allocation and thematic investment advice for both institutional and individual investors. Prior to BofA ML, Ms. Moore was an Emerging Markets Strategist for Moore Capital Management, where she conducted macro research and developed trade ideas in equity, credit and commodity markets. Prior to Moore Capital, Ms. Moore was a member of the Global Strategy team at Morgan Stanley Investment Management (MSIM), a team which managed several asset allocation funds and published investment research. Ms. Moore began her career as a strategy consultant for both Mitchell Madison Group and Silver Oak Partners.

    Ms. Moore holds a B.A. in Political and Social Thought from the University of Virginia, and an M.A. in Political Economy from the University of Chicago.

    Ted Seides

    Ted Seides

    Ted Seides, CFA is the Managing Partner of Hidden Brook Investments, LLC, an advisory and private investment firm that works with portfolio managers and allocators across investment strategy, business strategy, and team development. 

    He is the host of Capital Allocators, a podcast available on iTunes and all other podcast platforms.

    In February 2016 Ted released his first book, So You Want to Start a Hedge Fund: Lessons for Managers and Allocators (Wiley). The publication brought him on Bloomberg TV and Invest Like the Best podcast, and received reviews in Institutional Investor, Forbes, Seeking Alpha, and Market Folly.

    From 2002 to 2015, Ted was a founder of Protégé Partners LLC and served as President and Co-Chief Investment Officer. Protégé is a leading multibillion dollar alternative investment firm that invests in small and specialized hedge funds on an arms-length and seed basis. Ted built the firm’s investment process and managed the sourcing, research, and due diligence of its portfolios.  He worked actively with each of Protégé’s 40 seed investments. In 2010, Larry Kochard and Cathleen Ritterheiser profiled Ted in the book “Top Hedge Fund Investors:  Stories, Strategies, and Advice.” 

    Ted began his career in 1992 under the tutelage of David Swensen at the Yale University Investments Office. During his five years at Yale, Ted focused on external public equity managers and internal fixed-income portfolio management.  Following business school, he spent two years investing directly at Stonebridge Partners and J.H. Whitney & Company.

    With aspirations to demonstrate the salutary benefits of hedge funds on institutional portfolios to a broad audience, Ted made a non-profitable wager with Warren Buffett that pitted the 10-year performance of the S&P 500 against a selection of five hedge fund of funds from 2008-2017.

    Ted writes extensively on the industry. His work includes a blog for the CFA Institute’s Enterprising Investor and publications for the late Peter L. Bernstein’s “Economics and Portfolio Strategy,” Harvard Business School Publishing, and Institutional Investor. 

    Ted is a Trustee and member of the investment committee at the Wenner-Gren Foundation, serves on the Board of Technoacademy, and is a Decade Rider of Cycle for Survival. He previously served on the Board of Trustees of the Greenwich Roundtable and was a Board member of Citizen Schools-New York. 

    Ted holds a BA in economics and political science, Cum Laude, from Yale University and an MBA with honors from Harvard Business School.


    To make your travel plans to the Darden School of Business for the University of Virginia Investing Conference, please consult the following information, which includes driving directions, parking information, maps and hotel accommodations.

    Directions to Darden

    From University of Virginia (Main Grounds)

    From University Avenue (US-250 Business) turn right onto North Emmet Street (US-29 Business). Continue on North Emmet Street for .4 miles and turn left onto Massie Road at the first stoplight. Follow Massie Road for .6 miles and at the second stoplight turn right to continue on Massie Road. The entrance to the Darden School of Business will be on the left at Duffy Boulevard. Estimated time: 7 minutes.

    From Charlottesville Albemarle Airport (CHO)

    Follow Airport Road straight out of the airport to U.S. Route 29 South. When U.S. Route 29 passes under the U.S. 250 Bypass in Charlottesville, it becomes Emmet Street and passes the Barracks Road Shopping Center on the right. Beyond the shopping center, turn right at the traffic signal for Arlington Boulevard. Turn left when Arlington Boulevard ends at Massie Road. The Darden School's entrance is on the right, just past the Law School. Estimated time: 15 minutes.

    From Richmond International Airport (RIC)

    Travel Interstate 64 West to Charlottesville and take Exit 118B onto U.S. Route 29 North. Stay on the Route 29 Bypass and take the Leonard Sandridge Road exit. Turn left at the traffic light at the end of the ramp. The Darden School's entrance is on the left, just past the North Grounds Recreation Center. Estimated travel time: 1.5 hours.

    From Washington Dulles International Airport (IAD)

    At the first exit after leaving the airport, take State Route 28 South to Centerville and then take Interstate 66 West to U.S. Route 29 South at the Gainesville/Warrenton exit. Follow Route 29 South to Charlottesville. When U.S. 29 passes under the U.S. 250 Bypass in Charlottesville, it becomes Emmet Street and passes the Barracks Road Shopping Center on the right. Beyond the shopping center, turn right at the traffic signal for Arlington Boulevard. Turn left when Arlington Boulevard ends at Massie Road. The Darden School's entrance is on the right, just past the Law School. Estimated travel time: 2 hours.

    From Washington National Airport (DCA)

    Follow signs to Interstate 66 West and continue to U.S. Route 29 South at the Gainesville/Warrenton exit. (This will be the second U.S. 29 exit.) Follow Route 29 South to Charlottesville. When U.S. 29 passes under the U.S. 250 Bypass in Charlottesville, it becomes Emmet Street, and passes the Barracks Road Shopping Center on the right. Beyond the shopping center, turn right at the traffic signal for Arlington Boulevard. Turn left when Arlington Boulevard ends at Massie Road. The Darden School's entrance is on the right, just past the Law School. Estimated travel time: 2.5 hours.

    - Work with high-tech signs on banner ups and outdoor sign

    Maps & Parking

    Information on Parking

    Free parking permits will be available on the day of your visit from the receptionist in the Gatehouse. The Gatehouse will be on your right after you turn into Darden off of Massie Road. Please watch for signs. Parking spots will be available on the road leading to the school as well as in Darden’s parking garage.

    - Work with high-tech signs on banner ups and outdoor sign

    Darden & Area Maps 

    Our Directions & Transportations page offers a variety of maps, including a map of Darden Grounds and an interactive Google Map view.

    - Work with high-tech signs on banner ups and outdoor sign

    Hotel Information

    Inn at Darden
    100 Darden Boulevard
    +1-434-243-5000

    Reservations in advance are recommended as space is limited.

    Other hotels in the area:

    Hyatt Place Charlottesville

    Omni Charlottesville Hotel
    235 West Main Street
    +1-434-971-5500

    Courtyard Charlottesville North
    638 Hillside Drive
    +1-434-973-7100

    Hampton Inn & Suites
    900 West Main Street
    +1-434-923-8600

    DoubleTree by Hilton Hotel Charlottesville
    Rt. 29
    +1-434-973-2121

    Comfort Inn Monticello
    2097 Inn Drive
    +1-434-977-3300

    Best Western Inn & Suites
    Rt. 29 near Charlottesville Airport
    +1-434-982-1855

    Best Western Inn & Suites
    Exit 136 off I-64
    +1-540-832-1700

    Cavalier Inn
    105 N. Emmet Street (Route 29)
    +1-434-296-8111

    Boar's Head Inn
    Route 250 West
    +1-434-296-2181

    The University of Virginia Conference Executive Committee would like to thank the following generous and loyal sponsors for their support of the University of Virginia Investing Conference.

    To become a University of Virginia Investing Conference sponsor or learn more about available sponsorship opportunities, please contact Kristen Fisher at FisherK@darden.virginia.edu or 434-982-2915.

    2016 Premier Platinum Sponsors


    Discovery


    2016 Executive Sponsors

    Fort Washington Investment Advisors, Inc.Sands CapitalQIM


    2016 Sponsors

     EisnerAmper1

    Panning Capital Management, LP          HF

    T. Rowe Price Fiera Capital2

     


     

    UVIC 2016

    A single question dominated the ninth annual University of Virginia Investing Conference: Now what?

    After an unprecedented U.S. presidential election produced Donald Trump as president-elect, conference speakers and audience members alike wanted to know what’s next for the U.S. economy, global markets and equity investments.

    2016 Highlights included a Darden @Virginia Investing challenge that welcomed a record 18 schools and the first-ever Darden Capital Management (and Darden school) Facebook Live streaming interviews, and interviews with speakers conducted by students.  For those who missed the conference, some recap appeared across different channels:

    • Broad conference overview, featuring video interviews with Steve Rattner and Jerome Booth available HERE
    • WSJ podcast featuring an interview with the winning team at the Darden @ Virginia Investing Challenge
    • An in-depth ‘Ideas to Action’ Piece recaps some of the broader global geopolitical panel takeaways
    • Facebook Live interviews with Darden Capital Management students now on the school’s FB page
    • The Role of the Active Investor Ideas to Action piece.  

    UVIC 2015

    The 8th annual University of Virginia Investing Conference (UVIC) focused on investing in a low-return world. Financial analysts, portfolio managers, economists, academics, students, private investors and industry executives joined together to hear from knowledgable speakers and panelists with diverse insights and backgrounds.

    Read more about UVIC 2015.

    UVIC 2014

    The 7th annual University of Virginia Investing Conference (UVIC) focused on the ideas needed to invest successfully in the innovation economy. As disruptive innovation shakes up industries at an accelerating pace, investors must excel at identifying true innovation and understanding its investment implications. 

    At UVIC, Darden's top-ranked faculty convened global thought leaders and hundreds of professional asset managers and discussed the following questions:

    • What factors will drive future growth?
    • What do the answers imply for the classic tasks of investors: asset selection, portfolio allocation and risk management?
    • Which new products will truly revolutionize an industry?
    • What's ahead in digital health care, cybersecurity, energy, technology and monetary policy?

    Read about what the experts had to say and why they have optimistic outlooks.