University of Virginia Investing Conference

  • The University of Virginia Investing Conference (UVIC), which is held annually at the University of Virginia Darden School of Business, is a highly anticipated event on Grounds that attracts significant interest from investors, investment managers, analysts, industry professionals, students and faculty.

    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.

    UVIC 2015 Banner Inline
  • 12-13 November 2015
    Investing in a Low-Return World

    In the past year, US equity valuations have reached new highs. For investors, these new highs and the five year run-up that preceded them were a welcome change from the great recession. Retirement account balances have recovered, home prices have rebounded, unemployment is declining and parts of the world seems far removed from those dark days. At the same time, as stock indices break new ground, and many central banks have expanded balance sheets, there is a growing chorus of investors warning that at best, low returns are ahead, and at worst, a bubble may be forming. The events of 2001 and 2008 are a painful reminder that such a warning may have merit. At the end of the day, what is an investor to do?

    The 8th Annual University of Virginia Investing Conference (UVIC), which will take place at UVA’s Darden School of Business 12-13 November 2015, will explore the current economic landscape, opportunities in a diverging global monetary setting and implications for investors and risk managers. The conference will provide 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 seek to identify and analyze the way forward.



    12 pm                     Registration
    1:30 pm                  Welcome and Introductions ● Mayo Center and Dean Scott Beardsley

    1:45 pm                  FINANCIAL TECHNOLOGY

                                        Sandra Ro, Emmin Gϋn Sirer

                                        Moderated by L. Michael Meyer, CFA

    2:40 pm                  Roger W. Ferguson Jr.

                                         with Professor Frank Warnock

    3:30 pm                  BREAK

    4:15 pm                  FUNDAMENTAL STOCK PANEL

                                          Charles de Vaulx, Billal Sikander, Greg McCrickard, CFA

                                          Moderated by Don M. Wilkinson III, CFA

    5:10 pm                   Scott Sleyster, CFA

    6:05 pm                   Closing Comments and Announcement of DVIC Winner

    6:15 pm                   Conference Reception (Upstairs in Pepsico Forum)



    7 am                         Continental Breakfast

    8 am                         Welcome and Introductions

    8:05 am                    Tobias Levkovich

                                             With Professor Rich Evans

    9 am                          John Hess

    9:50 am                     ENERGY, Robert Sinnott, Sandy Reisky de Dubnic

                                             Moderated by Elizabeth Weymouth

    10:30 am                    Tom Brown

                                             With Professor Elena Loutskina

    11:25 am                     Bill Poole

                                              With Professor Frank Warnock

    12:20 pm                     Lunch (Upstairs in Abbott Dining Room with Optional Discovery Lunch breakout in Classroom 50 – with Professor Michael Schill)


    Combining Darden's top-ranked faculty and world-class speakers, the conference will address questions, such as:

    What are the implications of (looming?) Fed rate hikes?

    What stocks are attractive on a fundamental basis?

    Is disruptive financial technology coming to the low-return rescue?

    What is the perspective of the Chief Investment Officer?

    What do energy executives think of the last year...and the future?

    What about hedge funds and the hedge fund principal's perspective on financials?

    Are the equity markets poised to rise?

    Follow conversation around the conference with #uvainvest15

    Roger W. Ferguson Jr.

    Roger W. Ferguson Jr.

    Roger W. Ferguson, Jr., is President and Chief Executive Officer of TIAA-CREF, the leading provider of retirement services in the academic, research, medical, and cultural fields and a Fortune 100 financial services organization.

    Mr. Ferguson is the former Vice Chairman of the Board of Governors of the U.S. Federal Reserve System. He represented the Federal Reserve on several international policy groups and served on key Federal Reserve System committees, including Payment System Oversight, Reserve Bank Operations, and Supervision and Regulation. As the only Governor in Washington, D.C. on 9/11, he led the Fed’s initial response to the terrorist attacks, taking actions that kept the U.S. financial system functioning while reassuring the global financial community that the U.S. economy would not be paralyzed.

    Prior to joining TIAA-CREF in April 2008, Mr. Ferguson was head of financial services for Swiss Re, Chairman of Swiss Re America Holding Corporation, and a member of the company’s executive committee. From 1984 to 1997, he was an Associate and Partner at McKinsey & Company. He began his career as an attorney at the New York City office of Davis Polk & Wardwell.

    Mr. Ferguson is a fellow of the American Academy of Arts & Sciences and a member of the Academy’s Commission on the Humanities and Social Sciences. He serves on the board of International Flavors & Fragrances Inc. and on the advisory board of Brevan Howard Asset Management LLP.

    Tobias Levkovich


    Tobias M. Levkovich is the Chief U.S. Equity Strategist for Citi Investment Research and is a member of Citi’s Investment Strategy Committee.  In this role he is responsible for assessing the direction of the market, setting the firm’s investment sector allocations, and compiling its Recommended List, a list of specific investments that he expects to appreciate in value. 

    Tobias assumed his current role in 2001. He was accorded a runner-up slot for portfolio strategy in the 2013 and 2014 Institutional Investor All-America Research Team (II) poll and, was ranked third team in the 2004 and 2007 II poll.  SmartMoney magazine has also recognized Tobias as one of its “Power 30 Thinkers” (November 2004), its “Best Market Seer” (December 2003) and its “30 Smartest People in Investing” (December 2002.)

    Prior to assuming his current role, Tobias spent 13 years analyzing the engineering, construction, and machinery industries and was recognized for his accurate investment recommendations and analysis by Institutional Investor, TheWall Street Journal, and Reuters

    Tobias began his career as an assistant vice president in the research department of L.F. Rothschild & Co.  He holds a bachelor’s in commerce from Concordia University in Montreal and attended Boston University’s Graduate School of Management.

    John Hess

    John Hess(1)John B. Hess is Chief Executive Officer of Hess Corporation, a leading independent energy exploration and production company.

    Mr. Hess has recently led the Fortune 100 Company through a strategic transformation from an integrated oil company into a pure play E&P company. Hess’ global portfolio is focused in five strategic areas: the Bakken Shale in North Dakota and the Utica Shale in Ohio; the Deepwater Gulf of Mexico; Valhall Field in Norway and South Arne Field in Denmark; offshore West Africa – Equatorial Guinea and Ghana; and offshore Malaysia in the Gulf of Thailand. In the Bakken, Hess is one of the industry leaders as well as one of the largest oil and gas producers.

    Mr. Hess currently serves on the Secretary of Energy Advisory Board Quadrennial Review Task Force. He is a member of the Board of Directors of KKR & Company and the Board of Trustees at the Center for Strategic and International Studies. He is also a member of The Business Council, the Trilateral Commission and the Council on Foreign Relations, and serves on the Executive Committee of the American Petroleum Institute. In addition, Mr. Hess serves on the Board of Directors of the Lincoln Center for the Performing Arts and on the Board of Trustees at the New York Public Library and Mount Sinai Hospital.

    Mr. Hess is a graduate of Harvard College (BA) and Harvard Business School (MBA). A member of the Board of Dean’s Advisors at Harvard Business School, he is also Chair, The Harvard Business School Campaign.

    William Poole


    William Poole is a Senior Fellow at the Cato Institute, Distinguished Scholar in Residence at the University of Delaware, Senior Advisor to Merk Investments and a Special Advisor to Market News International.

    Poole retired as President and CEO of the Federal Reserve Bank of St. Louis in March 2008. In that position, which he held from March 1998, he served on the Federal Reserve’s main monetary policy body, the Federal Open Market Committee. During his ten years at the St. Louis Fed, he presented over 150 speeches on a wide variety of economic and finance topics.

    Before joining the St. Louis Fed, Poole was Herbert H. Goldberger Professor of Economics at Brown University. He served on the Brown faculty from 1974 to 1998 and the faculty of The Johns Hopkins University from 1963 to 1969. Between these two university positions, he was senior economist at the Board of Governors of the Federal Reserve System in Washington. He was a member of the Council of Economic Advisers in the first Reagan administration, from 1982 to 1985.

    Poole received his AB degree from Swarthmore College in 1959, and MBA and Ph.D. degrees from the University of Chicago in 1963 and 1966, respectively. Swarthmore honored him with the Doctor of Laws degree in 1989. He was inducted into The Johns Hopkins Society of Scholars in 2005 and presented with the Adam Smith Award by the National Association for Business Economics in 2006. In 2007, the Global Interdependence Center presented him its Frederick Heldring Award.

    Poole has engaged in a wide range of professional activities, including publishing numerous papers in professional journals. He has published two books, Money and the Economy: A Monetarist View, in 1978, and Principles of Economics, in 1991. In 1980-81, he was a visiting economist at the Reserve Bank of Australia and in 1991, Bank Mees and Hope Visiting Professor of Economics at Erasmus University in Rotterdam. At various times, he served on advisory boards of the Federal Reserve Banks of Boston and New York, and the Congressional Budget Office. 

    Poole appears frequently on the speaking circuit and is well known for his commentary on current economic and financial developments.

    Poole was born and raised in Wilmington, Delaware. He has four sons.

    Thomas K. Brown


    Tom Brown is the founder and CEO of Second Curve Capital, a New York-based hedge fund that invests primarily in financial services companies.  Since the firm’s inception in 2000, its funds’ investment results have considerably exceeded that of the S&P 500 and the S&P Financial Index. 

    Prior to starting Second Curve, Tom spent two years at Tiger Management as head of the North American financial services team.  Before that, he worked on the sell-side for 15 years, at Donaldson, Lufkin and Jenrette, Paine Webber, and Smith Barney.  During that time, Tom was consistently ranked the #1 regional bank analyst in the annual Institutional Investor survey of investors.

    In addition, Tom is a widely regarded as a financial-services thought leader. His research-oriented website,, has a large following within the industry.

    Tom grew up in the Chicago area, holds a B.A. in accounting and finance from Miami University, Oxford, Ohio. Tom began his investment career in 1980 as an equity analyst at Kemper Financial Services.

    Elizabeth K. Weymouth


    Elizabeth Weymouth is a partner of Riverstone Holdings, a $30 billion private investment firm focusing on the energy and power sectors. As head of capital raising and limited partner relations, Elizabeth has led Riverstone’s efforts to raise $24 billion of incremental capital since 2007. Elizabeth serves on the board of Pattern Energy Group and participates as an observer on Riverstone’s Investment Committees. Prior to joining Riverstone in 2007, Elizabeth was with J.P. Morgan for 13 years, most recently as head of Northeast U.S. Investments at J.P. Morgan Private Bank, where she was responsible for overseeing over $80 billion in client assets and generating revenues of over $350 million annually.

    Before joining J.P. Morgan, Elizabeth worked in London from 1989-1992 for Willis Corroon, PLC as an associate in the Oil and Gas Division, where she was responsible for negotiating insurance coverage for Fortune 50 energy companies with underwriters primarily in Lloyd’s of London. Elizabeth earned her B.A. from the University of Virginia in 1989, where she was a Dean’s List scholar, and she earned her M.B.A. from the Darden Graduate School of Business in 1994.

    Elizabeth serves as Vice Chair of the Board of Trustees of the Darden School Foundation, of which she has been a Trustee since 2007, and she was also chair of the school’s Investment Committee from 2013-2014. Prior to that, she served on the Darden Corporate Advisory Board from 2001-2007 and was inducted into the Raven Society of the University of Virginia in 2008. In 2007, Elizabeth was named one of Crain’s New York Business “Forty Under 40,” and in 2012 she was profiled in LEADERS Magazine.  Elizabeth resides in New York City with her husband, Philip B. Weymouth III, and their three sons.

    Scott Sleyster


    Scott Sleyster is senior vice president and chief investment officer for Prudential Financial, Inc., responsible for asset/liability management, portfolio construction and investment strategy for Prudential’s International and Domestic business operations.  He also oversees the Company’s alternative asset investing and the hedging of variable annuity guarantees. Scott is a member of Prudential’s Senior Management Committee and chairs the Senior Asset Liability Committee. 

    Since joining Prudential, Scott has served in a variety of leadership positions including his current role of chief investment officer, head of Prudential’s Full-Service Retirement business, president of Prudential’s Guaranteed Products business, and chief financial officer for Prudential’s Employee Benefits Division.  Additionally, Scott has held roles in Prudential’s Treasury, Derivatives, and Investment Management units. 

    Scott has played an active role in the development of U.S. retirement policy and has supported legislative efforts to promote the formation of new retirement plans, expand coverage under existing plans and increase overall levels of retirement savings. He was appointed by President Bush and Congress as a delegate to the National Summit on Retirement Savings in 2002 and 2006. In October 2009, he testified before Congress on the Reform of the Over-the-Counter Derivative Market.  In 2003, he testified to the Congressional Committee on Education and the Workforce at a public hearing on The Pension Security Act. In 2005, he was named a delegate to the White House Conference on Aging.  

    Scott currently serves as Prudential's representative to the Institute for International Finance's (IIF) Committee on Asset and Investment Management.  In this capacity he has presented views on long term investing at several prominent international conferences including the Organization for Economic Cooperation and Development's High Level Roundtables in May 2013 and June 2014 and the IIF's G-20 Conference in February 2014.

    He holds an MBA from Northwestern University and earned a finance degree, with distinction, from the University of Missouri.  He also holds the Chartered Financial Analyst (CFA) designation and is a member of The New York Society of Security Analysts, Inc. (NYSSA).

    Don M. Wilkinson III, CFA


     Mr. Wilkinson is Chief Investment Officer and Chief Executive Office of Wilkinson O’Grady & Co., Inc.  Based in New York, NY, Wilkinson O’Grady manages investment portfolios focused on long term growth for wealthy individuals and families, endowments and foundations.  As CIO, he is Chair of the Investment Committee and directs investment policy. 

    Mr. Wilkinson also researches companies for portfolio inclusion and manages global balanced, global equity, concentrated equity and domestic equity mandates.  As CEO, Mr. Wilkinson is responsible for the day-to-day management and strategic direction of the firm.  He is also a member of the firm's Board of Directors.  He joined Wilkinson O’Grady in 1994 after working two years in the corporate finance and derivatives groups at Chase Manhattan Bank and four years in a retailing subsidiary of the CML Group.  Mr. Wilkinson is a member of the NYSSA and the CFA Institute. He received his BA from Washington and Lee University and his MBA from The Darden School of Business, University of Virginia.

    L. Michael Meyer, CFA


    Michael Meyer is co-Founder and General Partner of Middlegame Ventures where he is responsible for the overall direction and administration.  Prior to Middlegame, Michael was co-founder and General Partner of Middlegame Ventures.  Before joining R66, Mr. Meyer was President and VEO of GS2 (Goal Financial). Goal is a $7 billion student lending business with operations in Alexandria, VA and San Diego, CA. The company was founded in 2001 and grew exponentially to become the 7th largest student loan company in the US with over 350 employees. Mr. Meyer currently is Vice Chairman on the GS2 Board of Directors. 

    Mr. Meyer served as Managing Director of Imperial Capital Asset Management (ICAM), where he oversaw an operation with $200m in assets under management. Prior to ICAM he owned, operated, and eventually sold a chain of gourmet good stores which employed 250 people and rapidly expanded during his 10-year leadership. In addition he was a portfolio manager for Wellington Management, where he managed over $2 billion in equity securities, and an investment banker at Alex Brown & Sons. Mr. Meyer currently sits on the following Boards of Directors: Goal Financial, Goal Structured Solutions, Hedgeable, Vaamo, DriveWealth, 8 Securities and The American Home. His primary focus with these organizations are Strategy, Capital Planning, Investment Policy, Asset Allocation, and Risk Management. He is also a member of the Investment Committee for Sibley Memorial Hospital as well as The Corporate Advisory Board of the Darden School of Business at the University of Virginia. 

    Mr. Meyer is a member of the Young President's Organization, a +20,000 global organization of business leaders. He served as Chapter Chair of the YPO Washington DC Chapter (2013-2014). He is a Chartered Financial Analyst and a graduate of both Yale University (BA), and Darden School of Business at the University of Virginia (MBA).

    Charles de Vaulx

    C d V Charles de Vaulx joined International Value Advisers, LLC (IVA) in May 2008 as a partner and portfolio manager, and serves as chief investment officer, partner, and portfolio manager.

    Until March 2007, Charles was portfolio manager of the First Eagle Global, Overseas, U.S. Value, Gold and Variable Funds, together with a number of separately managed institutional accounts. He was solely responsible for management of the Sofire Fund Ltd. when it won an Absolute Return Award for “Fund of the Year” in the global equity category in 2005 and 2006.  In addition to sharing Morningstar's "International Stock Manager of the Year" Award in 2001 with his co-manager, Charles was runner-up for the same award in 2006.

    From 2000 to 2004, Charles was co-portfolio manager of the First Eagle Funds. He was named associate portfolio manager in August 1996. In 1987, he joined the SoGen Funds, the predecessor to the First Eagle Funds, as a securities analyst. He began his career at Societe Generale Bank as a credit analyst in 1985.

    Charles graduated from the Ecole Superieure de Commerce de Rouen in France and holds the French equivalent of a Master's degree in finance.

    Billal Sikander


    Billal Sikander is the Managing Partner at Monroe Hall Asset Management – the first investment manager engaged by Blackstone Senfina Advisors. Currently,  Monroe Hall manages capital exclusively for Blackstone. Monroe Hall is focused on global long/short equity investing in misunderstood companies undergoing structural transformation. 

    Prior to Monroe Hall he spent seven years at Serengeti Asset Management, a multi-strategy hedge fund, where he invested in public equity and debt investments across a variety of industries and ultimately served as a Senior Managing Director.  Before Serengeti, he worked in private equity at Gryphon Investors, where he was an associate.  Mr. Sikander started his career at Donaldson Lufkin Jenrette as an investment banking analyst.  He graduated with distinction from the McIntire School of Commerce at the University of Virginia and received an MBA from the Wharton School at the University of Pennsylvania.

    Sandy Reisky de Dubnic


    Sandy Reisky is the chief executive officer of Apex Clean Energy. Apex builds, owns, and operates renewable energy facilities in North America. With a team of over 180 professionals, Apex is currently building wind facilities in Oklahoma, Texas, and Illinois comprising over 1,200 MW of capacity.

    Since Mr. Reisky entered the industry in 2000, his companies have developed $4 billion of wind and solar facilities now operating or under construction in North America. He was founder and president of Greenlight Energy, a leading independent wind energy company that was acquired by BP in 2006. Mr. Reisky is also the founder of Columbia Power Technologies, a pioneer in wave energy technology, and Axio Power, a utility-scale solar energy company. In 2014, Mr. Reisky was appointed to serve on the newly created Virginia Energy Council by Virginia Governor Terry McAuliffe. He was also presented with the Leadership in Energy Award at the Keystone Center’s 20th Annual Leadership Awards dinner . Mr. Reisky has a BS in commerce from the McIntire School of Commerce at the University of Virginia.

    Robert Sinnott


    Mr. Sinnott is President, Chief Executive Officer and Chief Investment Officer of Kayne Anderson Capital Advisors.  He has over 40 years of investment experience and oversees all of the Firm’s investment teams as well as serving on each strategy’s investment committee.  Since joining in 1992, Mr. Sinnott founded and built Kayne’s energy platform into one of the largest energy investment firms in the country with more than $22 billion in energy investments.  He maintains a direct management role in the firm’s energy private equity group and serves as the portfolio manager for two of Kayne’s hedge funds.  In addition, Mr. Sinnott is a director of Plains All American Pipeline, L.P. (NYSE: PAA), a large publicly traded MLP and its parent company, (NYSE: PAGP) and a director of California Resources Corporation (NYSE: CRC), California’s largest independent oil and natural gas producer.

    From 1988 to 1992, Mr. Sinnott was a member of Citibank’s LBO Swat team concentrating on the energy and airline companies and also led its syndication loan activities in Southern California. Prior to that, Mr. Sinnott led Citi’s midstream finance efforts in Houston, Texas.   From 1981 to 1986, he worked for a large diversified pipeline company with subsidiaries in the oil and gas exploration and energy services industries. Mr. Sinnott and five others opened Bank of America’s energy lending activities in Houston in 1976 where he financed independent oil and gas companies as well as diversified pipeline companies.

    Mr. Sinnott earned a B.A. in Economics from the University of Virginia in 1971 during which time he served as Vice-chairman of the University’s Judiciary Committee, treasurer of the Interfraternity Council and a member of the varsity swimming team. Mr. Sinnott received his M.B.A. in Finance from the Graduate School of Business Administration at Harvard University in 1976. He served three years aboard the U.S.S. Forrestal as a lieutenant j.g. He also is a member of the board of visitors of UCLA’s Anderson School of Management.

    Kenneth M. Eades


    Professor of Business Administration Kenneth M. Eades teaches First Year and Second Year courses in the area of corporate finance for the fulltime program. He also teaches in the executive format programs (EMBA and GEMBA) as well as a number of Executive Education programs for practicing managers. Professor Eades has served as the faculty representative on Darden's Alumni Board and as a member of Darden's Board of Trustees. He has been head of the finance area since 1995 and currently holds the interim title of Academic Director of the Mayo Center for Asset Management. In 2014-15 he served as the chair of the Darden Dean Search Committee. Eades joined the Darden faculty in 1988 after holding faculty appointments at Purdue University, University of Michigan and Northwestern University. 

    Professor Eades' research focuses on corporate finance issues including cost of capital, mergers and acquisitions, capital investment analysis, defined benefit pensions and pricing of convertible securities. He has published a number of academic articles in the highest ranking academic journals including, The Journal of Finance and Journal of Financial Economics. He has also published practitioner based studies related to important financial decisions such as the analysis of capital investments and mergers and acquisitions. He is the author of more than 70 Darden cases, three textbooks and several computer tutorials. He has received awards for research and teaching, as well as an award for his case study writing. 

    In association with Darden's Institute for Business in Society (IBiS), Eades has served as the moderator of the Strategic CFO Roundtable since 2008. The Strategic CFO Roundtable is a quarterly, invitation only convening of leading chief financial officers in the Washington D.C. Metropolitan Area to discuss, debate and share best practices on enhancing the strategic role of the CFO. The Roundtable participants share their views on the challenges and opportunities facing their companies and discuss the lessons learned from triumphs and trials that led to their becoming recognized as strategic CFOs. After each roundtable event, IBiS publishes "Views from the C-Suite", which is written by Professor Eades and reports a synopsis of the topics discussed and the viewpoints expressed by the CFOs.

    Michael J. Schill

    schill Michael J. Schill is a professor in Darden's Finance area. His research spans empirical questions in corporate finance, investments and international finance, and he has been published in such major finance journals as the Journal of Finance, Review of Financial Studies and the Journal of Financial Economics.

    Recent research investigates the post-deal returns of acquiring firms, asset-growth effects in stock returns, and gains to foreign stock exchange listing and foreign currency borrowing. He is the author of over 30 case studies and technical notes and co-authored the case textbook Case Studies in Finance: Managing for Corporate Value Creation, published by McGraw-Hill/Irwin.

    Schill teaches the core finance course in the full-time MBA program at Darden and the Financial Trading elective. He has also taught at the University of California-Riverside, the University of Cambridge, and the University of Melbourne. Prior to teaching, he worked as a management consultant with Marakon Associates in Stamford, CT, and London. He holds a bachelor's degree from Brigham Young University, an MBA from INSEAD and a Ph.D. from the University of Washington.

    Scott C. Beardsley


    Scott C. Beardsley is the ninth dean of the University of Virginia Darden School of Business. He joined the Darden School as dean and Charles C. Abbott Professor of Business Administration 1 August 2015 after 26 years at McKinsey & Company, during which he held numerous senior roles, most recently as senior partner and, from 2011 to 2014, as an elected member of McKinsey's global board of directors.

    Beardsley was drawn to the Darden School's global focus, its unparalleled academic rigor and education experience, and the University of Virginia's Jeffersonian tradition of excellence. A values-driven leader, Beardsley is passionate about business education and Darden's mission to improve the world by developing and inspiring responsible leaders and advancing knowledge.

    A skilled leader in executive education and capability building, Beardsley is a global strategy and regulation expert, who has served leading clients in the telecom, technology, public, nonprofit and professional services arenas in places such as China, Latin America, the Middle East, Silicon Valley, Europe, India and Africa. He has a proven track record of impact, entrepreneurship, and innovation involving shared governance and private and public sector clients.

    Beardsley was based for 24 of his 26 years at McKinsey & Company in the firm's Brussels, Belgium, office. After joining in New York City in 1989, he was elected partner in 1995 and senior partner four and a half years later - putting him among the fastest to rise to senior partner.

    Before becoming Darden's dean, Beardsley led the talent development of McKinsey's more than 12,000 professionals and helped lead the launch of the technology-enabled-learning platform McKinsey Academy. He co-chaired the committees that elect partners and senior partners.

    Prior to that role, he led McKinsey's strategy practice as managing partner in Europe, the Middle East and Africa for seven years, guiding it through a period of strong growth and innovation. Working on the ground in more than 40 countries and using an impact-driven approach to improve shareholder value, he has advised top decision-makers and complex companies on areas such as: performance transformation, strategy, human capital, marketing, efficiency, alliances and mergers.

    Dean Beardsley has led major research efforts on topics such as technology trends, the knowledge economy, regulation, IT productivity, performance transformation and broadband. Through his research on business in society, he helped to incubate the McKinsey Climate Change Special Initiative, dealing with issues such as carbon abatement and sustainability. His current research interests focus on higher education leadership and leadership development architectures.

    A frequent author, speaker and media commentator, he has presented at venues such as the World Economic Forum at Davos. A passionate faculty member, he has previously lectured in the MBA program of the Belgian business school Institut d'Administration et de Gestion. He has also served on a number of boards, including eight years as chair of the board of directors of the American Chamber of Commerce in Belgium.

    In May 2015, Beardsley earned an executive doctorate in higher education management with distinction from the University of Pennsylvania. He holds an MBA from the Massachusetts Institute of Technology's Sloan School of Management, where he received highest honors as a Henry S. Dupont III Scholar and was elected to serve as editor and marketing manager of the MIT Sloan Management Review. He received a Bachelor of Science in electrical engineering magna cum laude from Tufts University, where he was awarded highest honors as the Eastman Kodak Scholar, and was elected to the national engineering honor societies Tau Beta Pi and Eta Kappa Nu, as president.

    From a family of educators, Beardsley was born in Maine and grew up in Vermont and Alaska. He is a citizen of France and the United States and is bilingual in English and French. He resides in Charlottesville, Virginia, on the Lawn at the center of the University of Virginia's Academical Village, a UNESCO World Heritage site. He and his wife Claire Dufournet of Annecy, France, have three sons.

    Sandra Ro


    Sandra Ro is Executive Director, Global Head of Foreign Exchange (FX) and Metals Research and Product Development at CME Group.  She is responsible for the development of FX and precious, base, ferrous metals solutions within listed and cleared OTC products, as well as CME Europe, a new exchange based in London, launched in April 2014. She is also responsible for leading efforts around nascent digital technologies like blockchain and cryptocurrencies for CME Group. 

    Ro brings her client advisory, structuring and trade execution experience in OTC FX forwards, options, and exotic structures to CME Group. Prior to joining CME Group in 2011, Ro led the EMEA FX and interest rates mergers & acquisitions advisory group in connection with hedging derivatives in large cross border transactions, as well as in IPOs, bond issuances, and special situations at Morgan Stanley in London. 

    Before that, Ro worked at Deutsche Bank as a FX structurer on the London trading floor, providing hedging solutions for corporates as well as REITs and private equity clients.

    Currently, Ro sits on the Board of the Yale Alumni Fund (YAF), elected to the Executive Committee for 2015-2016, as well as the Policy Committee of the Foreign Exchange Professional Association (FXPA), FIX Protocol Digital Currency and Blockchain Working Group, and several other blockchain / distributed ledger technology industry groups. 

    Ro holds a M.B.A. in Finance from London Business School and a double B.A. Degree in History and Studies in the Environment from Yale University. Her senior thesis was on the Proliferation of Chemical and Biological Weaponry in the 20th century. 

    Gregory A. McCrickard, CFA


    Gregory A. McCrickard is the lead portfolio manager for the firm's US Small-Cap Core Equity Strategy and chairman of the strategy's Investment Advisory Committee. He is also on the Investment Advisory Committees for the firm's Mid-Cap Value, Small-Cap Stock, and Small-Cap Value strategies. Mr. McCrickard is a vice president of T. Rowe Price Group, Inc., and is a member of the firm's U.S. Equity Steering Committee.

    Mr. McCrickard has 31 years of investment experience, 29 of which have been at T. Rowe Price. He started at the firm in 1986 as an investment analyst and began managing portfolios in 1992. Prior to joining T. Rowe Price, Mr. McCrickard was a trust officer at Wachovia Bank.

    Mr. McCrickard earned a B.A., with distinction, from the University of Virginia and an M.B.A. from the Tuck School of Business at Dartmouth, where he was an Edward Tuck Scholar. He also has earned the Chartered Financial Analyst designation.

    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.

    Timing and Schedule

    For your general planning purposes:  registration will open midday Thursday and the conference will begin at 1:30pm on Thursday, November 12 .

    Sessions continue until 6pm on Thursday when a reception will begin at Darden.

    Friday morning's continental breakfast begins at 7am, and the first presentation begins at 8am.

    Friday lunch and the optional Discovery lunch are at 12:20pm with adjournment thereafter.

    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.

    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.

    Darden & Area Maps 

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

    Hotel Information

    Block of Rooms Reserved for UVIC Attendees:

    Inn at Darden
    100 Darden Boulevard

    Please call to receive the group rate at the Inn at Darden. Reservations in advance are recommended as space is limited.

    Other hotels in the area:

    Hyatt Place Charlottesville

    Omni Charlottesville Hotel
    235 West Main Street

    Courtyard Charlottesville North
    638 Hillside Drive

    Hampton Inn & Suites
    900 West Main Street

    DoubleTree by Hilton Hotel Charlottesville
    Rt. 29

    Comfort Inn Monticello
    2097 Inn Drive

    Best Western Inn & Suites
    Rt. 29 near Charlottesville Airport

    Best Western Inn & Suites
    Exit 136 off I-64

    Cavalier Inn
    105 N. Emmet Street (Route 29)

    Boar's Head Inn
    Route 250 West

    The University of Virginia Conference Executive Committee would like to thank the following generous and loyal sponsors for their support of the 2015 University of Virginia Investing Conference.

    To become a 2015 University of Virginia Investing Conference sponsor or learn more about available sponsorship opportunities, please contact Kristen Fisher at or 434-982-2915.

    Premier Executive Sponsors


    Executive Sponsors

    Fort Washington Investment Advisors, Inc.

    Sands Capital

    Wilkinson O'Grady Global Asset Management


    Panning Capital Management, LP

    T. Rowe Price


    Last fall's 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. 

    2014 Speakers

    Leaders in their fields, UVIC speakers provided valuable insights and actionable strategies for investors as they seek to identify the drivers of future growth.

    Keynote Addresses

    • Kyle Bass, Chief Investment Officer, Hayman Capital Management, L.P.
    • Peter H. Diamandis, M.D., Chairman & CEO, X PRIZE Foundation, and Co-Founder & Vice Chairman, Human Longevity Inc. 
    • Ned Hooper, Partner, Centerview Capital
    • Nancy Lazar, Partner, Cornerstone Macro
    • Kathy Warden, Corporate Vice President and President, Northrop Grumman Information Systems


    Digital Health Care

    • Robert J. Hariri, M.d., Ph.D., Founder, Chairman & Chief Scientific Officer, Celgene Cellular Therapeutics
    • Robert J. Hugin, Chairman & CEO, Celgene Corporation
    • Samuel D. Isaly, Managing Partner, OrbiMed
    • Bryan Johnson, Investor & Director, Human Longevity Inc. and Founder, Braintree
    • Robert S. Craine, President & Founder, Lynx Production Company, Inc. and Lynx LNG, LLC
    • W. Barnes Hauptfuhrer, Chief Executive Officer, Chapter IV Investors


    • Charles R. Cory, Chairman of Global Technology Banking, Morgan Stanley & Co. Incorporated
    • Ned Hooper, Partner, Centerview Capital
    • John Siegel, Partner, Columbia Capital
    • Michael F. Sola, Vice President & Sector Portfolio Manager, T. Rowe Price