Seminars & Conferences

Darden Faculty Research - Seminars & Conferences - Academic and Practitioner Symposium on Mutual Funds and ETFs

Academic and Practitioner Symposium on Mutual Funds and ETFs

Mayo Center

On behalf of the Mayo Center for Asset Management at the UVA Darden School of Business and the Investment Company Institute, we invite you to join us for the 2023 Academic Practitioner Symposium on Mutual Funds and ETFs. Returning to its traditional, in-person format, this year the Symposium convenes academics and practitioners with a focus on fintech, cryptocurrency, and robo-advising. Please find program details below (all Eastern time), and we look forward to welcoming you to what promises to be an engaging program.


Program

"Fintech, Robo-Advising and Cryptocurrencies"

Friday, 24 February 2023

9 a.m. - 3:30 p.m. (EST)

UVA Darden Sands Family Grounds
1100 Wilson Blvd., Arlington, VA 22209

 

8 a.m. - 9 a.m. Registration and Continental Breakfast

9 a.m. - 9:20 a.m. Welcome and Opening Remarks

9:20 a.m. - 10:30 a.m. Paper Presentation
"Who Benefits from Robo-Advising? Evidence from Machine Learning"
Alberto Rossi

Presenter: Alberto Rossi, Professor of Finance, Georgetown University McDonough School of Business

 

 

Michael Reher

Discussant: Michael Reher, Assistant Professor of Finance, UC San Diego Rady School of Management

 

 

 

10:30 a.m. - 10:50 a.m. Break

10:50 a.m. - 11:50 a.m  Panel Discussion
"Robo-Advising and '40 Act Vehicles"
Joel Dickson

Panelists:

Joel Dickson, Global Head of Advice Methodology, Vanguard
 

 

Alex Michalka

 

 

Alex Michalka, Director of Investments, Wealthfront

 

 

Noon - 1:00 p.m. Keynote Luncheon
Chris Giancarlo

 

Chris Giancarlo, Chairman (fmr.), U.S. Commodities Futures Trading Commission

 

Eric Pan

 

Moderator: Eric Pan, President and CEO, Investment Company Institute

 

 

 

1 p.m. - 2:10 p.m. Paper Presentation
"Miner Collusion and the Bitcoin Protocol"
Christine Parlour

 

Presenter: Christine Parlour, Professor of Finance, UC Berkeley Haas School of Business

 

Jiasun Li

 

Discussants: Jiasun Li, Assistant Professor of Finance, George Mason University School of Business
 

 

Ananth Madhavan

 

 

Ananth Madhavan, Managing Director, BlackRock

 

 

2:10 p.m. - 2:30 p.m. Break

2:30 p.m. - 3:30 p.m. Panel Discussion
"The Future of Cryptocurrency in Asset Management"

David LaValle

 

 

Panelists: David LaValle, Global Head of ETFs, Grayscale
 

Cesar Fracassi

 

 

Cesare Fracassi, Chief Economist, Coinbase Institute

 

Simeon Hyman

 

 

Simeon Hyman, Head of Investment Strategy, ProShares





3:30 p.m. Concluding Remarks


Contacts

Aaron Fernstrom 
+1-434-982-6572 
[email protected]

Shelly Antoniewicz 
+1-202-326-5910 
[email protected]

Previous Years

  • 2022

    Climate Change and Asset Management

    11 February 2022

    Noon - 12:40 p.m.: Keynote Address with Moderated Q&A:

     

    Lisa JonesLisa JonesHead of Americas, President and CEO, Amundi US

    Moderator:

     

     

    Eric PanEric J. PanPresident and CEO, Investment Company Institute

     

     
     
    12:40 PM-2:00 PM: Paper Presentation, Industry Panel Discussion and Moderated Q&A

    Academic Presenter: 

     

    Lubos PastorLubos Pastor, Charles P. McQuaid Professor of Finance at the University of Chicago Booth School of Business

    Paper: Dissecting Green Returns

     


     

    Discussants:

    John StreurJohn Streur, President and CEO, Calvert Research and Management

    John Streur is president and chief executive officer for Calvert Research and Management. John is also president and a trustee of the Calvert Funds as well as a board director of Calvert Impact Capital and chair of its Audit and Finance Committee. He guided the creation of the Calvert Principles for Responsible Investment, the Calvert Research System and the Calvert Indices, and has placed focus on investment research and emphasis on environmental, social and governance (ESG) factors integrated with investment decisions. He joined Calvert Research and Management in 2016. Before joining Calvert Research and Management, he was president and chief executive officer with Calvert Investments. He has managed socially responsible investments at the request of institutional clients, including public funds, religious institutions, and college and university endowments since 1991. Previously, he was president, director and principal of Portfolio 21, a boutique firm specializing in global environmental investing, and spent 20 years at AMG Funds (and its predecessors), a firm he co-founded and where he served as president, CEO and chair of the Investment Committee.

     

    Jennifer WuJennifer Wu, Managing Director, J.P. Morgan Asset Management

    Jennifer Wu is responsible for leading J.P. Morgan Asset Management’s firm-wide strategic efforts in building a global sustainable investing platform across ESG and climate change research, client solutions and engagement, investment stewardship and ESG integration, and development of innovative strategies. Prior to joining J.P. Morgan, Jennifer was responsible for leading the global effort of creating innovative investment solutions and analytics at BlackRock’s Sustainable Investing team. Previously, Jennifer was BlackRock’s Head of Corporate Strategy & Development for Asia-Pacific. Prior to joining BlackRock in 2014, Jennifer worked for the Asian Development Bank (ADB) in the energy sector of the Central and West Asia Department and was responsible for project finance across power infrastructures and country-level energy sector reforms. Before ADB she served as Managing Director in the Strategic Development group of CLSA Limited responsible for acquisitions and strategic partnerships in Asia-Pacific and Europe.

    Moderator:

    Richard EvansRichard B. Evans, Associate Professor of Business Administration and Donald McLean Wilkinson Research Chair in Business Administration, UVA Darden School of Business

  • 2021

    Program

    Session 1: Diversity and Inclusion (Friday, 19 February 2021)

    View Video

    12:00PM-12:25pm: Keynote Speaker

    Mellody Hobson
    Co-CEO and President
    Ariel Investments

    12:25 PM-12:40 PM: Moderated Q&A 

    Richard B. Evans, Associate Professor of Business Administration and Donald McLean Wilkinson Research Chair in Business Administration, Darden School of Business

    12:40 PM-1:35 PM: Paper Presentation and Panel Discussion

    Academic Presenter: Renee B. Adams, Professor of Finance, University of Oxford

    Paper: Gender Discrimination as a Consequence of Team Failure

    Panel Discussion: 

    Wendy John, Fidelity, Head of Global Diversity & Inclusion 

    Laura Fergerson, President, Franklin Templeton Services 

    1:35 PM-2:00 PM: Moderated Q&A by Richard Evans 

    Session 2: Financial Fragility, Fixed Income and COVID-19 (Friday, 26 February 2021)

    View Video

    12:00 PM - 12:25 PM: Keynote Speaker

    John Hollyer
    Global Head of Fixed Income
    Vanguard

    12:25 PM - 12:40 PM: Moderated Q&A

    Sean Collins
    Chief Economist 
    Investment Company Institute (ICI)

    12:40 PM-1:35 PM: Paper Presentation and Panel Discussion

    Academic Presenter: Itay Goldstein, Professor of Finance, The Wharton School, University of Pennsylvania

    Paper: Financial Fragility in the COVID-19 Crisis: The Case of Investment Funds in Corporate Bond Markets

    Panel Discussion: 

    Gerald Pucci, Head of Global Low Touch Fixed Income Trading and Global Head of Repo, Blackrock

    Marc Seidner, PIMCO, CIO Non-traditional Strategies

    1:35 PM- 2:00 PM: Moderated Q&A 

    Davide Tomio, Assistant Professor of Business Administration, Darden School of Business