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8th Annual CFA Houston Forecast Dinner
Tuesday, May 11, 2010
Intercontinental Hotel - Houston Galleria
Visit our 2010 Event Photo Gallery.
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Panelist
Dan Fuss, CFA, CIC
Vice Chairman
Loomis, Sayles & Company
•Premier bond manager
•Chairman, Ethics Committee of Boston Security Analysts Society
•Since 1978, he has worked at Loomis Sayles, an affiliate of Natixis Global Asset Management, and runs a variety of mutual funds.
•Manages or co-manages over $10 billion (£7 billion) in fixed income assets and began his investment career in 1958.
•Graduate and post graduate degrees from Marquette University
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Panelist
James H. Furey, CFA
Managing Partner, Chief Investment Strategist
Furey Research Partners
•Founder and Managing Partner of the small cap boutique of Furey Research Partners
•Prior to FRP, Mr. Furey was a Managing Director and Head of The Furey Group at Neuberger Berman, a subsidiary of Lehman Brothers, where he managed small-cap money.
•Prior to that, Mr. Furey ran Small Cap Strategy at Lehman Brothers and was a member of the Lehman Brothers Equity Research Investment Policy Committee. Mr. Furey joined Lehman Brothers in May 2002.
•In 2006, Mr. Furey was voted Institutional Investor’s All-America Research “First Team” Small-Companies Analyst/Strategist for a second consecutive year.
•Prior to joining Lehman, Mr. Furey held positions at JPMorgan, Atlantic Capital Management, LLC, Amerindo Investment Advisors, Morgan Stanley and Bankers Trust.
•Mr. Furey received a BA in History in 1983 from Princeton University, where he was a captain of the varsity golf team and received “All-East” and “All-Ivy” honors.
•Mr. Furey received an MBA from Dartmouth's Amos Tuck School of Business Administration in 1988.
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Panelist
Dr. Jerry Webman, PhD, CFA
Senior Investment Officer and Chief Economist
Oppenheimer Fund, Inc.
•Provides strategic viewpoints on the overall financial and economic markets to investment management and the financial advisor and investor communities.
•Previously served as Director of Fixed Income, where he oversaw portfolio managers, analysts and traders managing fixed income assets.
•Prior to joining OppenheimerFunds in 1996, Dr. Webman was managing director and chief investment strategist at Prudential Mutual Funds, where he had been since 1986.
•Before Prudential, he specialized in municipal housing finance with a public finance advisory firm. Dr. Webman began his municipal finance career at Merrill Lynch Capital Markets in the municipal research department.
•Previously, he was an assistant professor of politics and public affairs at the Woodrow Wilson School of International Affairs at Princeton University.
•Dr. Webman is frequently quoted discussing his views on the economy and markets in leading media outlets including The Wall Street Journal, The New York Times, Washington Post and CNBC.
•Dr. Webman holds a B.A. in Political Science, with Honors, from the University of Chicago, where he graduated Phi Beta Kappa, and a Ph.D. in Political Science from Yale University.
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Moderator
KATHLEEN HAYS
TV ANCHOR, BLOOMBERG
Kathleen Hays is one of the top Economics reporters and anchors in the counry, having covered the U.S. economy and the Federal Reserve for more than 20 years on television and in the print and electronic media.
She joined Bloomberg Television in January 2006 to cover the economic forces driving the U.S. and global markets, and the shifts in interest rates that result.
At Bloomberg TV she specializes in the U.S. economy and the Federal Reserve, and the impact they have on interest rates and currencies. Hays has interviewed many Fed officials in live televised interviews, most recently in December of 2008 when James Bullard sat down for his first TV national interview in his new role as president of the Federal Reserve Bank of St. Louis.
Hays came to Bloomberg TV from CNN, which she joined in September 2001, where she served as Economics Correspondent for the network and appeared weekly on a weekend program, “On the Story.” She also anchored “The Flipside” and “CNN Money Morning” on CNNfn. Hays wrote a popular column called “Hayswire” and a Daily Eyeopener for CNNMoney.com.
Her TV career started at CNBC in 1990, when she was hired to be part of a three-person team on the daily business and economics talk show, “Business Insiders.” Hays became one of the key players on the morning show “Squawk Box,” known for coverage of the bond market, interest rates, and the U.S. economy. She was also Economics Editor for the network, hosting several segments throughout the day.
Hays started her career at Market News International, a financial news service, which she helped found and where she served on the board of directors. She was Economics Correspondent and New York Bureau chief from 1984 to 1986. In 1987 she joined Reuters to work on the Money Desk, covering domestic and global bond and currency markets, and central bank policy.
In 1989 Hays moved to Investors Business Daily, a national daily business newspaper, where she served as National Economics Correspondent and New York Bureau Chief.
She attended Stanford University where she earned her B.A. and M.A. in Economics. She is a past officer of the Money Marketeers of NYU.
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Your Sponsorship Company Logo can go Here!
For Sponsorship Opportunities, contact Steve Mathews, CFA
at 832.314.0600 or s_mathews_houston@yahoo.com
Click here to go to the CFAH Scholarship Contribution page,
where you can contribute using your credit card,
or print this form to mail in a personal or company check.
Visit our 2010 Event Photo Gallery.
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