
Join us at the 2012 University of Virginia Investing Conference (UVIC). This year's theme is After the Election: Realities, Opportunities, and Challenges for Investors. The timing of this year's Conference affords investors a good opportunity to assess the implications of the elections and the opportunities and challenges that may lie ahead. Some of the dominant questions are these:
- Fiscal policy: how will the U.S. stimulate its economy and yet plot a course to reduce the overhang of government debt?
- Regulatory policy: major sectors of the U.S. Economy have been the focus of new and possibly onerous regulations. Will the results of the election change the investment outlook in these sectors? How do the experts handicap the prospects in various industries and economic sectors?
- Foreign policy: how will the stance of the new administration affect the presence of the U.S. In international disputes in the Middle East, South Asia, East Asia, and Europe? What does this imply for investing in developed and emerging economies?
- Incentives for innovation and business expansion: growth remains the major challenge for the U.S. Economy in the medium-term. Will the new administration promote such growth in the private sector? What does this imply for a recovery of venture capital investing and investing in growth stocks?
This Conference will feature speakers who are experts on these questions as well as prominent asset managers who will offer their outlook and assessment of opportunities. Register for the conference to gain an in-depth perspective on the new realities. Seating is limited; advance registration is encouraged.
Conference Highlights
Speakers for the 2012 conference include:
- Kyle Bass, Managing Partner of Hayman Capital Management, LP
- Porter Collins, Portfolio Manager and Analyst at Seawolf
- Richard Evans, Founder and General Manager of Secor & Sovereign Research
- Jeremy Grantham, Co-founder and Chief Investment Strategist of Grantham Mayo Van Otterloo (GMO)
- Dennis Lockhart, President and Chief Executive Officer of the Federal Reserve Bank of Atlanta
- Rebecca Patterson, Managing Director and Chief Markets Strategist at J.P. Morgan Asset Management
- Jay Venkatesan, Portfolio Manager at Ayer Capital
Speakers from the 2011 conference included:
- Liaquat Ahamed, author of the critically acclaimed best-seller, Lords of Finance: The Bankers Who Broke the World
- Kyle Bass, Managing Partner of Hayman Capital Management, LP
- Afsaneh Beschloss, President and Chief Executive Officer of The Rock Creek Group
- Daniel Clifton, Partner and Head of Policy Research at Strategas Research Partners
- Peter Fisher, Senior Managing Director and Head of Fixed Income at BlackRock
- Steve Galbraith, Partner of Maverick Capital
- Tom Keene, Editor-at-Large for Bloomberg News
- Lawrence Kochard, Chief Executive Officer and Chief Investment Officer of University of Virginia Investment Management Company (UVIMCO)
- Richard Mayo, Chairman of Mayo Capital Partners
- Vincent Reinhart, Resident Scholar at American Enterprise Institute (AEI)
- Donald Rissmiller, Founding Partner and Chief Economist at Strategas Research Partners
- Nina Scherago, Deputy Chief Investment Officer of The Investment Fund For Foundations (TIFF)
- Paul Singer, Founder, Chief Executive Officer, and Co-Chief Investment Officer, Elliott Management Corporation
- George Tenet, Managing Director at Allen & Company and Former Director of the CIA
- Jason Trennert, Managing Partner and Chief Investment Strategist at Strategas Research Partners
The University of Virginia Investing Conference is a semi-annual event hosted in the fall by the Darden School of Business and in the spring by the McIntire School of Commerce. The mission of the Conference is to assemble the investing public, professional investors, scholars, and students to highlight best practices, honor best practitioners, and discuss new trends and developments in the field. Organizations that are collaborating in the planning of the conference include CFA Institute and University of Virginia Investment Management Company (UVIMCO).