NYC | QWAFAFEW

Tuesday, February 24th, 2009
 
EARLY START TIME!
 
 Speakers:
 
Jim O'Shaughnessy, O'Shaughnessy Capital Management
Savita Subramanian, Merrill Lynch Quantitative Strategies
 
 
Time: 5:15 PM – 8:15 PM (PLEASE NOTE: VERY EARLY PROGRAM START)
 
Venue: Patrick Conway's Pub & Restaurant (downstairs), 40 E 43rd St (between Madison & Vanderbilt), NY, NY.
 
Admission:
$30 for Paid-Up Members of QWAFAFEW-NYC in 2009; $40 for members of PRMIA, SQA, CQA, CAIA, any CFA society, and/or unemployed business grad students; $50 for all other RSVPs
 
To RSVP: Please send an e-mail nyc@qwafafew.org and put date of the event you wish to attend in Subject Line along with the names, phone numbers, Organization Names, e-mails, and membership status for all attending.
 
ONLY cash or check (to QWAFAFEW) can be accepted. NO PLASTIC. Paper receipts are available upon request. NYC Membership Dues for 2009 are still just $90.
 
QWAFAFEW - NYC Chapter, e-mail: nyc@qwafafew.org website: www.qwafafew.org/New York Chapter; Administrator: Moira Hand, mhand@qwafafew.org
Please send checks for Membership Dues to:
Herb Blank, QWAFAFEW Steering Committee
c/o Rapid Ratings International, 7th Floor
86 Chambers Street, NY, NY 10007
hblank@qwafafew.org; (917) 992-7852
 
To get on Mailing List: transfer the following to your browser and click
http://www.qwafafew.org/phplist/public_html/lists/?p=subscribe
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AGENDA
 
5:15 – 5:55 PM – Registration, Networking, Refreshments, and Libations
5:55 – 6:00 PM - Chapter Business – C. Michael Carty
6:00 – 6:50 PM – Jim O'Shaughnessy, O'Shaughnessy Capital Management
6:50 – 7:40 PM - Savita Subramanian, Merrill Lynch Quantitative Strategies
7:40 – 8:15 PM – More Networking, Refreshments, and Libations
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About our speakers:
James P. O'Shaughnessyis the Chairman and CEO of O'Shaughnessy Asset Management (OSAM). Also serving as the Chief Investment Officer of the firm, Jim is involved in all portfolio management and research decisions. Prior to founding OSAM, Jim was the Director of Systematic Equity at Bear Stearns Asset Management and a Senior Managing Director of the firm. Long recognized as one of America's leading financial experts and a pioneer in quantitative equity analysis, he has been called a "world beater," a "statistical guru" and a "legendary investor" by Barron's. Jim is the author of four books on investing: Invest Like the Best, What Works on Wall Street, How to Retire Rich, and Predicting the Markets of Tomorrow. Jim was named "manager of the year" in Gordon Pape's 2004 Buyers Guide to Mutual Funds for his management of the Royal Bank (RBC) of Canada's O'Shaughnessy Funds, and the Canadian Investment Awards named the RBC O'Shaughnessy US Value Fund "US Equity Fund of the Year" in 2004 and 2005. Jim has a BA in Economics from the University of Minnesota.
 
Savita Subramanian is the Head of U.S. Quantitative Strategy within the Merrill Lynch Global Research Investment Strategy Group which encompasses investment strategy, sector strategy, small cap strategy, technical & market analysis and global quantitative analysis. She is responsible for developing and marketing the firm’s quantitative equity strategies to institutional and individual clients. She has been with the team since 2001. Prior to Merrill Lynch, Savita was an analyst at Scudder Kemper Investments.   Savita frequently appears in print and media journalism and is a regular guest speaker at financial conferences.   She is on the membership committee of the Q Group and also belongs to the Chicago Quantitative Alliance, the Society of Quantitative Analysts and Women on Wall Street. Savita received a Bachelor of Arts degree with a double major in Mathematics and Philosophy with honors from University of California at Berkeley, and an MBA degree from Columbia University, with a concentration in Finance. She remains actively involved in the Columbia Business School alumni organization.
 
 
ABOUT QWAFAFEW [quaff- a -few], the Quantitative Alliance For Applied Finance Economics & Wisdom, is an informal professional association with chapters in various states of functionality throughout the globe. A typical QWAFAFEW meeting includes topics of discussion on quantitatively oriented investment industry issues along with the opportunity to network, relax, and enjoy libations. Please visit www.qwafafew.org to learn more about the organization, its resources, and the events held by our many chapters. Our dress code, rules of “etiquette” and everything else are strictly casual.
 
 
Other Upcoming QWAFAFEW Events:
 
SPECIAL INAUGURAL QWAFAFEW in HARTFORD, CT
Wednesday, February 18, 2009: 4:45 PM – 7:30 PM
 
“The Future of Hedge Funds and Alternative Investments” –
 
Moderator:  Thomas Schneeweis, Ph.D., University of Massachusetts Isenberg School of Management; Co-Founder of U. Mass CISDM
 
Panelists:    
William Adiletta, President, TekFinancial Solutions
Sean Gill, CFA, CAIA, Partner - Alternative Assets, New England Pension Consultants;
Hossein Kazemi, Ph.D., CFA, Managing Director, Alternative Investment Analytics;
Kevin Means CFA, Managing Partner & CIO, Alpha Equity Management
 
RSVP: Please send an e-mail to Herb Blank at hblank@qwafafew.org along with a name, phone number, organization (if any), e-mail, and membership status for each attendee.
 
QWAFAFEW wishes to thank TekFinancial Solutions for underwriting a substantial portion of the cost of this event. TekFinancial Solutions offers specialized consulting to the financial services community including Enterprise Integration, Electronic Trading Systems Development, Wealth Management, SOX Compliance, Managed IT Services, Network Security, and FIX Integration, building on Tekmark Global Solutions’ strengths.
 
February, 17th, 2009 - Boston QWAFAFEW – Speaker & Topic to be announced; boston@qwafafew.org
 
February, 18th, 2009 – Denver QWAFAFEW at Marco’s Coal Fired Pizza, 2129 Larimer St, Denver CO
Admission:    $10 Members; $35 Guests; Details: Denver@qwafafew.org
Presentation: Finding Successful Strategy Managers
Speaker: C. Thomas Howard, Ph.D., Professor, Daniels College of Business, U. of Denver
 
February, 25th, 2009 – Chicago QWAFAFEW/PRMIA Joint Meeting at the CBOE – 440 S. LaSalle St.
Panel: Diversification, Portfolio Management and Use of New Volatility-based Index Products with Srikant Dash, S&P; Mark Krommenhoek, BGI; Keith Black, Ennis Knupp; Jamie Tyrell, Group One Trading: and Brett Estell, Chicago Trading Company
Admission is $10 in advance (or $15 at the door)
 
RSVP: http://www.acteva.com/go/ChicagoQWAFAFEW; Questions: Chicago@qwafafew.org