BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Fordham Now - ECPv6.5.1.4//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://now.fordham.edu X-WR-CALDESC:Events for Fordham Now REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20210314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20211107T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20220313T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20221106T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20230312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20231105T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20240319T120000 DTEND;TZID=America/New_York:20240319T130000 DTSTAMP:20250301T015626 CREATED:20240123T172740Z LAST-MODIFIED:20240123T172740Z UID:10001853-1710849600-1710853200@now.fordham.edu SUMMARY:Financial Issues Forum: Mark J. Higgins on Investing in the Financial History of the United States DESCRIPTION:Investors who neglect to study the past are forced to rely primarily on their life experiences to make decisions. This often causes them to overlook powerful\, cyclical forces that repeatedly reshape economies and markets. Investing in U.S. Financial History fills this void by recounting the full financial history of the United States. It begins with Alexander Hamilton’s brilliant financial programs in 1790 and ends with the Federal Reserve’s battle to contain inflation in 2023. Mark Higgins will discuss several of the most important lessons that help contextualize the challenges that the United States currently faces. \nAbout the Speaker\nMark Higgins is the author of Investing in U.S. Financial History and is a senior vice president within Index Fund Advisors (IFA) Institutional. His written works appear regularly in the Museum of American Finance’s Financial History magazine and the CFA Institute’s Enterprising Investor. Higgins also frequently speaks on U.S. financial history and institutional investment management. He joined IFA in August 2023 to expand the firm’s footprint in the institutional investment plan market. Prior to joining IFA Institutional\, Higgins served as an institutional investment consultant for more than 12 years. In this role\, he served such clients as endowments\, pension plans\, and foundations that had aggregate assets of more than $60 billion. \nAdvance registration is required. Registered guests will receive the link prior to the program. URL:https://now.fordham.edu/event/financial-issues-forum-mark-j-higgins-on-investing-in-the-financial-history-of-the-united-states/ LOCATION:Virtual CATEGORIES:Lectures ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231201T120000 DTEND;TZID=America/New_York:20231201T130000 DTSTAMP:20250301T015626 CREATED:20230915T145838Z LAST-MODIFIED:20230915T145838Z UID:10005212-1701432000-1701435600@now.fordham.edu SUMMARY:Financial Issues Forum: Daron Acemoglu on Power and Progress DESCRIPTION:In Power and Progress\, authors Daron Acemoglu and Simon Johnson discuss how cutting-edge technological advances can become empowering and democratizing tools\, but not if all major decisions remain in the hands of a few hubristic tech leaders. With their bold reinterpretation of economics and history\, Acemoglu and Johnson fundamentally change how we see the world\, providing the vision needed to redirect innovation so it again benefits most people. \nAdvance registration is required. Registered guests will receive the link prior to the program. The first 100 guests will receive a complimentary electronic copy of the book\, courtesy of the Fordham Gabelli Center for Global Security Analysis. URL:https://now.fordham.edu/event/financial-issues-forum-daren-acemoglu-on-power-and-progress/ LOCATION:Virtual CATEGORIES:Lectures ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231102T120000 DTEND;TZID=America/New_York:20231102T130000 DTSTAMP:20250301T015626 CREATED:20231018T143734Z LAST-MODIFIED:20231018T143734Z UID:10005249-1698926400-1698930000@now.fordham.edu SUMMARY:Financial Issues Forum: George Athanassakos on Value vs. Growth Investing and the Future of Stock Prices DESCRIPTION:George Athanassakos\, Ph.D.\, founder and managing director of The Ben Graham Centre for Value Investing and the Ben Graham Chair in Value Investing at the Ivey Business School\, will argue that the hefty average nominal and real stock returns experienced over the last 30 years are not going to be repeated in the next 30 years. Profit margins will be eroded going forward. Inflation will also be higher than what prevailed in the past 30 years and so are nominal interest rates—due to both higher inflation and higher real interest rates. \nAdvance registration is required. Registered guests will receive the link prior to the program. URL:https://now.fordham.edu/event/financial-issues-forum-george-athanassakos-on-value-vs-growth-investing-and-the-future-of-stock-prices/ LOCATION:Zoom CATEGORIES:Lectures ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231024T173000 DTEND;TZID=America/New_York:20231024T190000 DTSTAMP:20250301T015626 CREATED:20230906T221350Z LAST-MODIFIED:20230906T221350Z UID:10005198-1698168600-1698174000@now.fordham.edu SUMMARY:Financial Issues Forum: Robert Arnott in Conversation with Consuelo Mack DESCRIPTION:Financial thought leader and Research Affiliates’ founder Rob Arnott identifies major market myths—on inflation\, value investing\, and the supposedly passive nature of index funds—and the investment opportunities they are creating in a wide-ranging\, in-person discussion with Consuelo Mack\, executive producer of public television’s Consuelo Mack WealthTrack. \nAbout the Speakers\nRob Arnott is the founder and chairman of the Board of Research Affiliates\, a global leader in smart beta\, factor investing\, and asset allocation. The firm creates investment strategies and tools based on award-winning research and delivers these solutions in partnership with some of the world’s premier financial institutions. Arnott plays an active role in the firm’s research\, portfolio management\, product innovation\, business strategy\, and client-facing activities. He is a member of the board’s investment and executive committees. He is also co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds and the PIMCO RAE funds. \nConsuelo Mack is the executive producer and managing editor of Consuelo Mack WealthTrack\, the only program on television devoted to helping individuals build and protect their wealth over the long term. Mack has a long and distinguished career in business journalism\, including nearly two decades as the anchor and managing editor of The Wall Street Journal Report\, which won the Overseas Press Club and Gracie awards during her tenure. She won the first Lifetime Achievement Prize for Women in Financial Electronic Journalism\, given by the Women’s Economic Round Table. She has been a member of the museum’s board of trustees since 2012. \nThe conversation will be followed by a reception. Registration is required\, and space is limited. URL:https://now.fordham.edu/event/financial-issues-forum-robert-arnott-in-conversation-with-consuelo-mack/ LOCATION:McNally Amphitheatre\, 140 W. 62nd St.\, New York\, NY\, 10023\, United States CATEGORIES:Lectures ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu GEO:40.7713958;-73.9844894 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=McNally Amphitheatre 140 W. 62nd St. New York NY 10023 United States;X-APPLE-RADIUS=500;X-TITLE=140 W. 62nd St.:geo:-73.9844894,40.7713958 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231010T170000 DTEND;TZID=America/New_York:20231010T190000 DTSTAMP:20250301T015626 CREATED:20230818T185608Z LAST-MODIFIED:20230818T185608Z UID:10005170-1696957200-1696964400@now.fordham.edu SUMMARY:Financial Issues Forum: Nobel Laureate Edmund Phelps on My Journeys in Economic Theory DESCRIPTION:Join us for an in-person event with one of the most important economists of his generation. Edmund Phelps developed a new understanding of unemployment and inflation and went on to rethink the roots of innovation. His work represents a lifelong project to put “people as we know them” into economic theory. \nIn his latest book\, Phelps tells the story of his role in reshaping economic theory\, offering a powerful personal account of a creative and rewarding career. My Journeys in Economic Theory charts two major phases of Phelps’s work\, illuminating the breadth of his contributions to the field. First\, introducing the expectations of wage setters and cofounding the “equilibrium” rate of unemployment\, he built the microeconomic foundations for the employment theory pioneered by Keynes and Hicks. More recently\, he conceived a theory of “mass flourishing” superseding Schumpeter and Solow’s conception of the process of innovating—a theory in which individuals’ creativity and society’s dynamism fuel grassroots innovation and generate job satisfaction in the process. \nPhelps recounts his vivid experiences in the world of economics—fierce arguments\, competition and collaboration\, and the good fortune of time spent among some great figures—as well as his relationships with luminaries such as John Rawls\, Thomas Nagel\, Paul Samuelson\, and Paul Volcker. At its core\, this book shares the joy of intellectual achievement: the excitement of coming up with a new idea that radically departs from prevailing views and the satisfaction of exercising one’s own ingenuity instead of applying or developing others’ models. Telling the story of a life packed with intellectual adventure\, My Journeys in Economic Theory provides a profound vision of a dynamic\, modern economy that offers lives rich with creativity and meaning. \nAbout the Speaker\nEdmund Phelps\, the winner of the Nobel Memorial Prize in Economic Sciences in 2006\, is the founding director of the Center on Capitalism and Society and McVickar professor emeritus of Political Economy at Columbia University. \nAdvance registration is required\, and space is limited. URL:https://now.fordham.edu/event/financial-issues-forum-nobel-laureate-edmund-phelps-on-my-journeys-in-economic-theory/ LOCATION:McNally Amphitheatre\, 140 West 62nd Street\, New York\, NY\, 10023\, United States CATEGORIES:Lectures ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu GEO:40.7713958;-73.9844894 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=McNally Amphitheatre 140 West 62nd Street New York NY 10023 United States;X-APPLE-RADIUS=500;X-TITLE=140 West 62nd Street:geo:-73.9844894,40.7713958 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230928T120000 DTEND;TZID=America/New_York:20230928T130000 DTSTAMP:20250301T015626 CREATED:20230818T184837Z LAST-MODIFIED:20230818T184837Z UID:10005169-1695902400-1695906000@now.fordham.edu SUMMARY:Financial Issues Forum: Joseph Calandro Jr. on 'The Credit Cycle and Corporate Strategy: Challenges and Solutions' DESCRIPTION:Joe Calandro will profile the United States credit cycle and the challenges it poses\, and he will share his perspective on where we seem to be in the cycle today. He will show the prior credit cycle wave of progressively lower inflation and interest rates began in 1982—following a historic inflationary trend—and ended in the year 2020. Calandro’s analysis suggests that the current (as of mid-2023) credit cycle of waves of progressively higher inflation and interest rates will present strategic risks and opportunities that will need to be addressed. To help facilitate this\, he will provide practical suggestions that can be addressed by executives\, investors\, and employees both today and in the years to come. \nAbout the Speaker\nJoseph Calandro Jr. is a managing director of a global consulting firm with more than 35 years of broad industry\, consulting\, teaching\, and research experience in the United States and internationally\, focusing on strategy/mergers and acquisitions\, business intelligence/analytics\, and performance/risk management. He is also a fellow of the Gabelli Center for Global Security Analysis at Fordham University\, a contributing editor of Strategy & Leadership\, and a member of the nonprofit Progress Through Business. \nAdvance registration is required. Registered guests will receive the link prior to the program. URL:https://now.fordham.edu/event/financial-issues-forum-joseph-calandro-jr-on-the-credit-cycle-challenges-solutions/ LOCATION:Zoom CATEGORIES:Lectures ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230921T120000 DTEND;TZID=America/New_York:20230921T130000 DTSTAMP:20250301T015626 CREATED:20230818T181945Z LAST-MODIFIED:20230818T181945Z UID:10005167-1695297600-1695301200@now.fordham.edu SUMMARY:Financial Issues Forum: Diana Henriques on Taming the Street DESCRIPTION:Join us for a virtual program with award-winning financial journalist Diana Henriques on her latest book\, Taming the Street: The Old Guard\, the New Deal\, and FDR’s Fight to Regulate American Capitalism. Taming the Street describes how President Franklin D. Roosevelt battled to regulate Wall Street in the wake of the 1929 stock market crash and the ensuing Great Depression. \nAbout the Speaker\nDiana B. Henriques is the author of five previous books\, including the New York Times bestseller The Wizard of Lies: Bernie Madoff and the Death of Trust\, which was adapted as an HBO film starring Robert De Niro and was cited in the widely watched Netflix documentary series\, Madoff: The Monster of Wall Street. A staff writer for The New York Times from 1989 to 2012\, she is a George Polk Award winner and a Pulitzer Prize finalist and she has received Harvard’s Goldsmith Prize for Investigative Reporting\, among other honors. \nAdvance registration is required. Registered guests will receive the link prior to the program. The first 100 guests will receive an electronic copy of the book\, courtesy of the Fordham Gabelli Center for Global Security Analysis. URL:https://now.fordham.edu/event/financial-issues-forum-diana-henriques-on-taming-the-street/ LOCATION:Virtual CATEGORIES:Lectures ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230907T170000 DTEND;TZID=America/New_York:20230907T190000 DTSTAMP:20250301T015626 CREATED:20230818T165014Z LAST-MODIFIED:20230818T165014Z UID:10005162-1694106000-1694113200@now.fordham.edu SUMMARY:Financial Issues Forum Presents Leon Cooperman in Conversation with Mario Gabelli DESCRIPTION:Join us for a fireside chat with Leon Cooperman\, founder of Omega Family Office\, and Mario Gabelli\, a 1965 graduate of Fordham and the chairman and CEO of GAMCO Investors. \nThe pair will discuss Cooperman’s recently published memoir\, From the Bronx to Wall Street: My Fifty Years in Finance and Philanthropy. The discussion will be moderated by James Russell Kelly\, director of the Gabelli Center for Global Security Analysis. \nAll attendees will receive a free copy of Cooperman’s book\, which the author will sign during a reception following the chat. \nPlease note: Guest check-in starts at 4:15 p.m. URL:https://now.fordham.edu/event/financial-issues-forum-leon-cooperman-on-from-the-bronx-to-wall-street-with-mario-gabelli/ LOCATION:McNally Amphitheatre\, 140 W. 62nd St.\, New York\, NY\, 10023\, United States CATEGORIES:Lectures ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu GEO:40.7713958;-73.9844894 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=McNally Amphitheatre 140 W. 62nd St. New York NY 10023 United States;X-APPLE-RADIUS=500;X-TITLE=140 W. 62nd St.:geo:-73.9844894,40.7713958 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20221201T120000 DTEND;TZID=America/New_York:20221201T130000 DTSTAMP:20250301T015626 CREATED:20220913T210702Z LAST-MODIFIED:20220913T210702Z UID:10004807-1669896000-1669899600@now.fordham.edu SUMMARY:Centennial Speaker Series: George Serafeim on Purpose and Profit : How Business Can Lift Up the World DESCRIPTION:Are purpose and profit mutually exclusive\, or are they complementary? What are the technological\, societal\, and market forces that reshape this relationship\, and what can we—as entrepreneurs\, managers\, consumers\, employees\, and investors—do to reshape it? Backed by cutting-edge research\, Purpose and Profit provides answers to these fundamental questions\, which are increasingly defining the competitiveness of businesses all around the world. Based on more than a decade of field and archival research\, Harvard Business School professor George Serafeim takes readers on a journey to understand: \n\nHow and why environmental and social issues are becoming increasingly relevant for businesses all around the world;\nThe ways that companies can design and implement a strategy that has more positive impact;\nThe six archetypes of value creation enabled by these new trends;\nThe role of investors in supporting companies by recognizing the value of strategic management of material ESG issues; and\nHow we can all look at our choices and our careers through the lens of these societal trends to drive impact in our lives and for our organizations.\n\nAgenda\n12 p.m.: Welcome Remarks: Sris Chatterjee\, chair\, Gabelli Center for Global Security Analysis \n12:03 p.m.: Speaker Introduction: Sris Chatterjee \n12:08: p.m.: Presentation: George Serafeim \n12:45 p.m.: Audience Q&A \n1 p.m.: Closing Remarks: Sris Chatterjee \nAbout the Author\nGeorge Serafeim is the Charles M. Williams Professor of Business Administration at Harvard Business School\, where he co-leads the Impact-Weighted Accounts Project and the Climate and Sustainability Impact AI Lab. He is currently teaching the course “Risks\, Opportunities\, and Investments in an Era of Climate Change\,” which he designed for the elective curriculum of the MBA program\, and the course “Financial Reporting and Control” in the required MBA curriculum. Previously\, he taught the elective course “Reimagining Capitalism: Business and Big Problems\,” which received the Ideas Worth Teaching Award from the Aspen Institute and the Grand Page Prize\, with Professor Rebecca Henderson. He has presented his research in more than 60 countries around the world and ranks among the top 10 most popular authors\, out of more than 12\,000 business authors\, on the Social Science Research Network. \nCopies of Purpose and Profit: How Business Can Lift Up the World will be raffled off to attendees. \nThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. URL:https://now.fordham.edu/event/centennial-speaker-series-george-serafeim-on-purpose-and-profit-how-business-can-lift-up-the-world/ LOCATION:Virtual CATEGORIES:Lectures ATTACH;FMTTYPE=image/jpeg:https://now.fordham.edu/wp-content/uploads/2022/09/23-2694-Gabelli-Newsletter_George-Serafeim.jpeg ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20221108T120000 DTEND;TZID=America/New_York:20221108T130000 DTSTAMP:20250301T015626 CREATED:20220721T143532Z LAST-MODIFIED:20220721T143532Z UID:10004775-1667908800-1667912400@now.fordham.edu SUMMARY:Centennial Speaker Series: Joseph Calandro on The Business of Personal Finance: How to Improve Financial Wellness DESCRIPTION:Join us for a lunchtime talk with author Joseph Calandro as he discusses his new book\, The Business of Personal Finance: How to Improve Financial Wellness. This book is no ordinary personal finance book. It presents\, in a highly accessible way\, how to effectively understand and manage personal finances\, avoid debt and build for the future\, and use straightforward tools and techniques developed in conjunction with business economics. \nFun to read\, the book leverages core corporate finance principles in a way that helps people become more financially literate in their personal lives. The premise of this book\, that personal and corporate finance can and should be learned together to improve financial wellness and know-how\, is considered a breakthrough. Using approaches that have been tried\, tested\, and proven to work with individuals and employees\, the authors apply common business activities like “due diligence\,” and tools\, such as “financial statement analysis\,” to personal finance. This connection has not been presented before\, either theoretically or practically. And yet it has the power to transform how individuals successfully manage their own finances and\, at the same time\, inform and educate them on the important aspects of the financial direction of the organizations in which they work. \nThis is a must-have book for those who are looking for a credible reference tool for how to manage their own finances effectively and for organizations seeking to assist their employees in sound financial management\, at every level\, both at work and at home. \nAgenda\n12 p.m.: Welcome Remarks and Speaker Introduction: James Kelly\, director\, Gabelli Center for Global Security Analysis \n12:08: p.m.: Presentation: Joseph Calandro \n12:45 p.m.: Audience Q&A \n1 p.m.: Closing Remarks: James Kelly \nAbout the Speaker\nJoe Calandro is a managing director of a global consulting firm with more than 35 years of broad industry\, consulting\, teaching\, and research experience in the United States and internationally focusing on strategy/M&A\, business intelligence/analytics\, and performance/risk management. \nHe is also a fellow of the Gabelli Center for Global Security Analysis at Fordham University\, a contributing editor of Strategy & Leadership\, and a member of the nonprofit Progress Through Business. \nCalandro is the author of The Business of Personal Finance: How to Improve Financial Wellness (Routledge\, 2022)\, Creating Strategic Value (Columbia Business School Publishing\, 2020)\, and Applied Value Investing (McGraw-Hill\, 2009). He has also published widely on financial subjects in the Journal of Investing\, Journal of Private Equity\, Strategy & Leadership\, Journal of Alternative Investments\, etc. \nCopies of The Business of Personal Finance: How to Improve Financial Wellness will be raffled off to attendees. \nThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. URL:https://now.fordham.edu/event/centennial-speaker-series-joseph-calandro-on-the-business-of-personal-finance-how-to-improve-financial-wellness/ LOCATION:Virtual CATEGORIES:Lectures ATTACH;FMTTYPE=image/jpeg:https://now.fordham.edu/wp-content/uploads/2022/07/26-2694-Gabelli-Newsletter-Header_Calandro.jpeg ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20221101T120000 DTEND;TZID=America/New_York:20221101T130000 DTSTAMP:20250301T015626 CREATED:20220719T214349Z LAST-MODIFIED:20220719T214349Z UID:10004774-1667304000-1667307600@now.fordham.edu SUMMARY:Centennial Speaker Series: Terrence Keeley on Sustainable: Moving Beyond ESG to Impact Investing DESCRIPTION:The global economy is at a crossroads. Can finance fix it? Proponents of environmental\, social\, and governance (ESG) investing say yes. They claim that new financial strategies that consider all stakeholders are essential tools for addressing runaway carbon emissions and stark income inequality\, among other ills. ESG-integrated investments already encompass more than $120 trillion in financial assets. Is this approach really leading to better social and environmental outcomes for all? If not\, how can it be improved? \nIn Sustainable\, a finance industry veteran offers an insider’s look at the promises\, prospects\, and limitations of ESG investing and provides comprehensive solutions that would promote more optimal outcomes. Terrence Keeley argues that both activist and C-suite advocates have been overly optimistic about what ESG can accomplish. Divestment threats are ineffective tools for altering corporate behavior\, and verifiably “good” companies do not systematically generate great returns. Most importantly\, business and finance cannot achieve inclusive\, sustainable growth on their own: Regulators\, public policies\, civil society\, and individuals must all play specific\, complementary roles to shape the future we need. \nAgenda\n12 p.m.: Welcome Remarks: James Kelly\, director\, Gabelli Center for Global Security Analysis \n12:03 p.m.: Speaker Introduction: David Cowen\, president and CEO\, Museum of American Finance \n12:08: p.m.: Presentation: Terrence Keeley \n12:45 p.m.: Audience Q&A \n1 p.m.: Closing Remarks: David Cowen \nAbout the Author\nTerrence Keeley has been an adviser to the world’s largest sovereign wealth funds\, national pension plans\, endowments\, foundations\, and asset managers for more than three decades as a senior client officer at BlackRock and UBS Investment Bank. In 2021\, he was named a leading global “Knowledge Broker” by Chief Investment Officer. \nCopies of Sustainable: Moving Beyond ESG to Impact Investing will be raffled off to attendees. \nThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. URL:https://now.fordham.edu/event/centennial-speaker-series-terrence-keeley-on-sustainable-moving-beyond-esg-to-impact-investing/ LOCATION:Virtual CATEGORIES:Lectures ATTACH;FMTTYPE=image/jpeg:https://now.fordham.edu/wp-content/uploads/2022/07/26-2694-Gabelli-Newsletter-Header_Keely.jpeg ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20221018T120000 DTEND;TZID=America/New_York:20221018T130000 DTSTAMP:20250301T015626 CREATED:20220720T160133Z LAST-MODIFIED:20220720T160133Z UID:10004768-1666094400-1666098000@now.fordham.edu SUMMARY:Centennial Speaker Series: Derek Lidow on The Entrepreneurs: The Relentless Quest for Value DESCRIPTION:Entrepreneurs are among the primary shapers of our culture\, yet their role in driving progress and influencing society has often been overlooked. As far back as we can trace human history\, there have been entrepreneurs. Almost five millennia ago\, copper tool manufacturers set up a factory in what today is southwest Spain\, profiting for hundreds of years from trade around the Mediterranean. Papyri document the diverse investments of an ancient Egyptian businessman\, from grain-yielding land to flax for linen cloth. What do these figures have in common with renowned modern entrepreneurs\, and how do their similarities help us achieve a deeper understanding of entrepreneurship\, as well as the potential for a healthier\, wealthier\, and more equitable and sustainable future? \nDerek Lidow delves into the deep history of innovation to deliver essential new insights into how entrepreneurs create value and bring about change. Telling the captivating stories of people from many different cultures over thousands of years\, he shows how entrepreneurs transform the world through relentless innovation. Lidow demonstrates that far from being heroic lone individuals\, they copy and then add to the inventions of others. The cumulative innovations of swarms of entrepreneurs expand the scale\, scope\, and range of products and services. Lidow emphasizes how entrepreneurship can harm society as well as benefit it\, and he underscores ways to mitigate its harmful side and harness its positive effects. By highlighting the fundamental qualities of innovation\, this book provides an indispensable new perspective on how it is shaping our present and future. \nAgenda\n12 p.m.: Welcome Remarks: James Kelly\, director\, Gabelli Center for Global Security Analysis \n12:03 p.m.: Speaker Introduction: David Cowen\, president and CEO\, Museum of American Finance \n12:08: p.m.: Presentation: Derek Lidow \n12:45 p.m.: Audience Q&A \n1 p.m.: Closing Remarks: David Cowen \nAbout the Speaker\nDerek Lidow is professor of the practice at the Keller Center for Innovation in Engineering Education at Princeton University. He is the author of Startup Leadership: How Savvy Entrepreneurs Turn Their Ideas Into Successful Enterprises (2014) and Building on Bedrock: What Sam Walton\, Walt Disney\, and Other Great Self-Made Entrepreneurs Can Teach Us About Building Valuable Companies (2018)\, as well as more than 100 articles on innovation\, entrepreneurship\, and leadership. Lidow also has practical experience as the founder of a leading market-research firm and CEO of a global semiconductor company. \nCopies of The Entrepreneurs will be distributed to attendees. \nThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. URL:https://now.fordham.edu/event/centennial-speaker-series-derek-lidow-on-the-entrepreneurs-the-relentless-quest-for-value/ LOCATION:Virtual CATEGORIES:Conferences and Symposia ATTACH;FMTTYPE=image/jpeg:https://now.fordham.edu/wp-content/uploads/2022/07/26-2694-Gabelli-Newsletter-Header_Lidow.jpeg ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20221011T120000 DTEND;TZID=America/New_York:20221011T130000 DTSTAMP:20250301T015626 CREATED:20220720T160144Z LAST-MODIFIED:20220720T160144Z UID:10004767-1665489600-1665493200@now.fordham.edu SUMMARY:Centennial Speaker Series: Bob Pisani on Shut Up and Keep Talking: Lessons on Life and Investing from the Floor of the New York Stock Exchange DESCRIPTION:Bob Pisani has spent the past 25 years working on the floor of the New York Stock Exchange. He has been on the front line of finance for all the major events of the last quarter-century\, including the Asian Financial Crisis\, the dot-com bubble and collapse\, 9/11\, and the Great Financial Crisis. What was it like to witness these events firsthand\, at the center of the financial world? \nIn Shut Up and Keep Talking\, Pisani tells captivating stories that reveal what he has learned about life and investing. These include encounters with a host of stars\, world leaders\, and CEOs\, including Fidel Castro\, Robert Downey Jr.\, Walter Cronkite\, Aretha Franklin\, Barry Manilow\, Jack Ma\, Joey Ramone\, and many more. \nPisani describes how the investment world has changed: brokers shouting on the floor of the NYSE; fully electronic trading; investment sages and superstars picking stocks for exorbitant fees; the phenomenal rise of low-cost index funds that are saving investors millions; the belief that investors make rational decisions; and the new age of behavioral finance\, which recognizes the often-irrational nature of human decision-making and seeks to understand its role in the stock market. Pisani also considers what really moves stocks up and down and tackles the big questions: Why is stock-picking so hard? Why is the future so unknowable? \nAt this program\, Bob will be interviewed by “WealthTrack” Executive Producer and Managing Editor Consuelo Mack. \nAgenda\n12 p.m.: Welcome Remarks: James Kelly\, director\, Gabelli Center for Global Security Analysis \n12:03 p.m.: Speaker Introduction: David Cowen\, president and CEO\, Museum of American Finance \n12:08: p.m.: Presentation: Bob Pisani \n12:45 p.m.: Audience Q&A \n1 p.m.: Closing Remarks: David Cowen \nAbout the Speakers\nBob Pisani is senior markets correspondent for CNBC. A CNBC reporter since 1990\, Pisani has covered Wall Street and the stock market for nearly 20 years. He covered the real estate market for CNBC from 1990-1995\, then moved on to cover corporate management issues before becoming stocks correspondent in 1997. In addition to covering the global stock market\, he also covers initial public offerings\, exchange-traded funds\, and financial market structure for CNBC. \nConsuelo Mack is the anchor and executive producer of Consuelo Mack WealthTrack” the only program on television devoted to helping individuals build and protect their wealth over the long term. Mack has a long and distinguished career in business journalism\, including nearly two decades as the anchor and managing editor of The Wall Street Journal Report\, which won the Overseas Press Club and Gracie awards during her tenure. Among her many honors\, she was awarded the first Lifetime Achievement Prize for Women in Financial Electronic Journalism\, given by the Women’s Economic Round Table. \nCopies of Shut Up and Keep Talking will be given to attendees. \nThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. URL:https://now.fordham.edu/event/centennial-speaker-series-bob-pisani-on-shut-up-and-keep-talking-lessons-on-life-and-investing-from-the-floor-of-the-new-york-stock-exchange/ LOCATION:Virtual CATEGORIES:Lectures ATTACH;FMTTYPE=image/jpeg:https://now.fordham.edu/wp-content/uploads/2022/07/26-2694-Gabelli-Newsletter-Header_Pisani-Mack.jpeg ORGANIZER;CN="Gabelli School of Business":MAILTO:gsbevents@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220922T120000 DTEND;TZID=America/New_York:20220922T130000 DTSTAMP:20250301T015626 CREATED:20220721T143242Z LAST-MODIFIED:20220721T143242Z UID:10004776-1663848000-1663851600@now.fordham.edu SUMMARY:Centennial Speaker Series: Fireside Chat with Jon Brolin and Roy Behren of the Merger Fund DESCRIPTION:Merger arbitrage\, or merger arb\, is the investment specialty focused on investing in announced mergers\, acquisitions\, takeovers\, and other corporate reorganizations. It is a practice that combines math\, judgment\, and a keen understanding of various legal\, regulatory\, and industry dynamics. \nHow do these arbitrageurs practice their craft? What skills do they require? What frameworks do they employ? How has the industry been involved in the past few decades and where is it going? How should an inspiring candidate think about opportunities in this field? \nJoin us for an afternoon webinar between Roy Behren\, co-president and co-chief investment officer at Westchester Capital Management LLC\, as he discusses his 35-year history in the investment industry\, including his expertise in merger arb and 15 years as portfolio manager of the Merger Fund\, with Jonathan Brolin\, founder and managing partner of Edenbrook Capital LLC. \nAgenda\n12 p.m.: Welcome Remarks and Speaker Introduction: Sris Chatterjee\, chair\, Gabelli Center for Global Security Analysis \n12:08: p.m.: Fireside Chat: Jon Brolin and Roy Behren \n12:45 p.m.: Audience Q&A \n1 p.m.: Closing Remarks: Sris Chatterjee \nAbout the Speakers\nJonathan Brolin is the founder and managing partner of Edenbrook Capital LLC\, which he founded in 2011. Edenbrook takes a private equity approach to public markets\, principally through concentrated\, long-term investments in small- and mid-cap companies. This approach involves identifying equities that are undervalued on a fundamental basis\, performing intensive research on companies and industries\, understanding existing and potential levers for creating value\, and collaborating with management teams and/or other constituents to unlock shareholder value over a multiyear period. Brolin currently serves on the board of directors of Frequency Electronics Inc. and CXO Nexus Inc. \nBrolin has 25 years of experience in public and private equity investing and investment banking. In addition\, he serves as a fellow at the Gabelli Center for Global Security Analysis and taught Advanced Topics in Value Investing for seven years as an adjunct professor of finance at the Gabelli School of Business. He earned his M.B.A. from Columbia Business School\, where he was a member of the Beta Gamma Sigma honor society.  Brolin earned his B.A. from the University of Pennsylvania\, where he was a Benjamin Franklin Scholar and general honors student. When he’s not searching for value\, he can be found watching\, coaching\, playing\, or thinking about baseball. \nRoy Behren is co-president and co-chief investment officer at Westchester Capital Management LLC\, an investment management affiliate of Virtus Investment Partners. Behren is also a co-portfolio manager at both Westchester and its affiliate Westchester Capital Partners LLC. \nHe was named managing partner of Westchester in 2010\, having held the role of chief compliance officer from September 2002 through June 2010. He joined Westchester in 1994 from the U.S. Securities and Exchange Commission’s New York Regional Office\, where he worked as an enforcement attorney for seven years. He also served as a member of Redback Networks’ board of directors and its audit committee from 2004 through 2006. \nBehren earned a B.S. in economics at The Wharton School\, a J.D. from the University of Miami Law School\, and an LL.M. in corporate law from the New York University School of Law. He began working in the investment industry in 1987. \nThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. URL:https://now.fordham.edu/event/centennial-speaker-series-fireside-chat-with-jon-brolin-and-roy-behren-of-the-mutual-fund/ LOCATION:Virtual CATEGORIES:Lectures ATTACH;FMTTYPE=image/jpeg:https://now.fordham.edu/wp-content/uploads/2022/07/26-2694-Gabelli-Newsletter-Header_Brehen-Brolin.jpeg ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220920T120000 DTEND;TZID=America/New_York:20220920T130000 DTSTAMP:20250301T015626 CREATED:20220720T160157Z LAST-MODIFIED:20220720T160157Z UID:10004769-1663675200-1663678800@now.fordham.edu SUMMARY:Centennial Speaker Series: Bruce Usher on Investing in the Era of Climate Change DESCRIPTION:A climate catastrophe can be avoided\, but only with rapid and sustained investment in companies and projects that reduce greenhouse gas emissions. To the surprise of many\, this has already begun. Investors are abandoning fossil-fuel companies and other polluting industries and financing businesses offering climate solutions. Rising risks\, evolving social norms\, government policies\, and technological innovation are all accelerating this movement of capital. \nBruce Usher offers an indispensable guide to the risks and opportunities for investors as the world faces climate change. He explores the role that investment plays in reducing emissions to net zero by 2050\, detailing how to finance the winners and avoid the losers in a transforming global economy. Usher argues that careful examination of climate solutions will offer investors a new and necessary lens on the future for their own financial benefit and for the greater good. Companies that reduce greenhouse gas emissions will create great wealth\, and\, more importantly\, they will provide a lifeline for humanity. \nGrounded in academic and industry research\, Usher’s insights bring clarity to a complex and controversial topic while illuminating the people behind the numbers. This book sets out a practical and actionable plan for investors to alter the course of climate change. \nAgenda\n12 p.m.: Welcome Remarks: James Kelly\, director\, Gabelli Center for Global Security Analysis \n12:03 p.m.: Speaker Introduction: David Cowen\, president and CEO\, Museum of American Finance \n12:08: p.m.: Presentation: Bruce Usher \n12:45 p.m.: Audience Q&A \n1 p.m.: Closing Remarks: David Cowen \nAbout the Speaker\nBruce Usher is professor of professional practice and the Elizabeth B. Strickler ’86 and Mark T. Gallogly ’86 Faculty Director of the Tamer Center for Social Enterprise at Columbia Business School\, where he teaches on the intersection of financial\, social\, and environmental issues. He was previously an entrepreneur and worked in financial services in New York and Tokyo. Usher is also the author of Renewable Energy: A Primer for the Twenty-First Century (Columbia\, 2019). \nCopies of Investing in the Era of Climate Change will be raffled off to attendees. \nThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. URL:https://now.fordham.edu/event/centennial-speaker-series-bruce-usher-on-investing-in-the-era-of-climate-change/ LOCATION:Virtual CATEGORIES:Lectures ATTACH;FMTTYPE=image/jpeg:https://now.fordham.edu/wp-content/uploads/2022/07/26-2694-Gabelli-Newsletter-Header_Usher.jpeg ORGANIZER;CN="Gabelli School of Business":MAILTO:gsbevents@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220914T120000 DTEND;TZID=America/New_York:20220914T130000 DTSTAMP:20250301T015626 CREATED:20220720T160210Z LAST-MODIFIED:20220720T160210Z UID:10004766-1663156800-1663160400@now.fordham.edu SUMMARY:Centennial Speaker Series: James Park on The Valuation Treadmill: How Securities Fraud Threatens the Integrity of Public Companies DESCRIPTION:Join us for a lunchtime talk with UCLA Law professor James Park\, author of the forthcoming book The Valuation Treadmill: How Securities Fraud Threatens the Integrity of Public Companies\, who will discuss the history of securities fraud regulation from the 1960s until the present. \nPublic companies now face constant pressure to meet investor expectations. The typical public company must continually deliver strong short-term performance every quarter to maintain its stock price. This valuation treadmill creates incentives for corporations to deceive investors. Published 20 years after the passage of Sarbanes-Oxley\, which requires all public companies to invest in measures to ensure the accuracy of their disclosures\, The Valuation Treadmill shows how securities fraud became a major regulatory concern. Drawing on case studies of paradigmatic securities enforcement actions involving Xerox\, Penn Central\, Apple\, Enron\, Citigroup\, and General Electric\, the book argues that corporate securities fraud emerged as investors increasingly valued companies based on their future performance. Corporations now have an incentive to issue unrealistically optimistic disclosure to convince markets that their success will continue. Securities regulation must do more to protect the integrity of public companies from the pressure of the valuation treadmill. \nAgenda\n12 p.m.: Welcome Remarks: Sris Chatterjee\, chair\, Gabelli Center for Global Security Analysis \n12:03 p.m.: Speaker Introduction: David Cowen\, president and CEO\, Museum of American Finance \n12:08: p.m.: Presentation: James Park \n12:45 p.m.: Audience Q&A \n1 p.m.: Closing Remarks: David Cowen \nAbout the Speaker\nJames Park is a professor of law at UCLA School of Law\, where he teaches securities regulation. Before becoming a law professor\, he worked as an assistant attorney general in the Investor Protection Bureau of the New York Attorney General’s Office. He is a graduate of Yale Law School and Miami University (Ohio). \nCopies of The Valuation Treadmill will be raffled off to attendees. \nThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. URL:https://now.fordham.edu/event/centennial-speaker-series-james-park-on-the-valuation-treadmill-how-securities-fraud-threatens-the-integrity-of-public-companies/ LOCATION:Virtual CATEGORIES:Lectures ATTACH;FMTTYPE=image/jpeg:https://now.fordham.edu/wp-content/uploads/2022/07/26-2694-Gabelli-Newsletter-Header_Park.jpeg ORGANIZER;CN="Gabelli School of Business":MAILTO:gsbevents@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220617T110000 DTEND;TZID=America/New_York:20220617T134500 DTSTAMP:20250301T015626 CREATED:20220615T142157Z LAST-MODIFIED:20220615T142157Z UID:10004760-1655463600-1655473500@now.fordham.edu SUMMARY:Ben Graham IX Annual Conference DESCRIPTION:*Fordham alumni\, students\, parents\, and friends are welcome to attend on a complimentary basis by using the registration link below and choosing the “Bundle…” option at the top.* \nJoin us for this five-day virtual conference\, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. \nThis year’s Ben Graham IX Annual Conference features a week of daily events focused on value investing. \nThe Ben Graham IX Annual Conference is the latest installment of CFA Society New York’s serialized\, marquee event. The panels will cover the current state of value investing—both domestic and international—and the challenges and opportunities for value investing as volatility has recently returned\, and much more! \nA diverse slate of first-rate speakers and thought leaders has been drawn from prominent investment organizations. The event is hosted by CFA Society New York’s Value Investing Group\, which is dedicated to the promotion and application of the investment principles of CFA Society New York founder Benjamin Graham and other influential value investors. The group organizes various events around the current state and future outlook of value investing\, as well as educational events. \nView the full schedule. URL:https://now.fordham.edu/event/ben-graham-ix-annual-conference/2022-06-17/ LOCATION:Zoom CATEGORIES:Conferences and Symposia ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220616T110000 DTEND;TZID=America/New_York:20220616T134500 DTSTAMP:20250301T015626 CREATED:20220615T142157Z LAST-MODIFIED:20220615T142157Z UID:10004759-1655377200-1655387100@now.fordham.edu SUMMARY:Ben Graham IX Annual Conference DESCRIPTION:*Fordham alumni\, students\, parents\, and friends are welcome to attend on a complimentary basis by using the registration link below and choosing the “Bundle…” option at the top.* \nJoin us for this five-day virtual conference\, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. \nThis year’s Ben Graham IX Annual Conference features a week of daily events focused on value investing. \nThe Ben Graham IX Annual Conference is the latest installment of CFA Society New York’s serialized\, marquee event. The panels will cover the current state of value investing—both domestic and international—and the challenges and opportunities for value investing as volatility has recently returned\, and much more! \nA diverse slate of first-rate speakers and thought leaders has been drawn from prominent investment organizations. The event is hosted by CFA Society New York’s Value Investing Group\, which is dedicated to the promotion and application of the investment principles of CFA Society New York founder Benjamin Graham and other influential value investors. The group organizes various events around the current state and future outlook of value investing\, as well as educational events. \nView the full schedule. URL:https://now.fordham.edu/event/ben-graham-ix-annual-conference/2022-06-16/ LOCATION:Zoom CATEGORIES:Conferences and Symposia ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220615T110000 DTEND;TZID=America/New_York:20220615T134500 DTSTAMP:20250301T015626 CREATED:20220615T142157Z LAST-MODIFIED:20220615T142157Z UID:10004758-1655290800-1655300700@now.fordham.edu SUMMARY:Ben Graham IX Annual Conference DESCRIPTION:*Fordham alumni\, students\, parents\, and friends are welcome to attend on a complimentary basis by using the registration link below and choosing the “Bundle…” option at the top.* \nJoin us for this five-day virtual conference\, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. \nThis year’s Ben Graham IX Annual Conference features a week of daily events focused on value investing. \nThe Ben Graham IX Annual Conference is the latest installment of CFA Society New York’s serialized\, marquee event. The panels will cover the current state of value investing—both domestic and international—and the challenges and opportunities for value investing as volatility has recently returned\, and much more! \nA diverse slate of first-rate speakers and thought leaders has been drawn from prominent investment organizations. The event is hosted by CFA Society New York’s Value Investing Group\, which is dedicated to the promotion and application of the investment principles of CFA Society New York founder Benjamin Graham and other influential value investors. The group organizes various events around the current state and future outlook of value investing\, as well as educational events. \nView the full schedule. URL:https://now.fordham.edu/event/ben-graham-ix-annual-conference/2022-06-15/ LOCATION:Zoom CATEGORIES:Conferences and Symposia ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220614T110000 DTEND;TZID=America/New_York:20220614T134500 DTSTAMP:20250301T015626 CREATED:20220615T142157Z LAST-MODIFIED:20220615T142157Z UID:10004757-1655204400-1655214300@now.fordham.edu SUMMARY:Ben Graham IX Annual Conference DESCRIPTION:*Fordham alumni\, students\, parents\, and friends are welcome to attend on a complimentary basis by using the registration link below and choosing the “Bundle…” option at the top.* \nJoin us for this five-day virtual conference\, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. \nThis year’s Ben Graham IX Annual Conference features a week of daily events focused on value investing. \nThe Ben Graham IX Annual Conference is the latest installment of CFA Society New York’s serialized\, marquee event. The panels will cover the current state of value investing—both domestic and international—and the challenges and opportunities for value investing as volatility has recently returned\, and much more! \nA diverse slate of first-rate speakers and thought leaders has been drawn from prominent investment organizations. The event is hosted by CFA Society New York’s Value Investing Group\, which is dedicated to the promotion and application of the investment principles of CFA Society New York founder Benjamin Graham and other influential value investors. The group organizes various events around the current state and future outlook of value investing\, as well as educational events. \nView the full schedule. URL:https://now.fordham.edu/event/ben-graham-ix-annual-conference/2022-06-14/ LOCATION:Zoom CATEGORIES:Conferences and Symposia ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220613T110000 DTEND;TZID=America/New_York:20220613T134500 DTSTAMP:20250301T015626 CREATED:20220615T142157Z LAST-MODIFIED:20220615T142157Z UID:10004756-1655118000-1655127900@now.fordham.edu SUMMARY:Ben Graham IX Annual Conference DESCRIPTION:*Fordham alumni\, students\, parents\, and friends are welcome to attend on a complimentary basis by using the registration link below and choosing the “Bundle…” option at the top.* \nJoin us for this five-day virtual conference\, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. \nThis year’s Ben Graham IX Annual Conference features a week of daily events focused on value investing. \nThe Ben Graham IX Annual Conference is the latest installment of CFA Society New York’s serialized\, marquee event. The panels will cover the current state of value investing—both domestic and international—and the challenges and opportunities for value investing as volatility has recently returned\, and much more! \nA diverse slate of first-rate speakers and thought leaders has been drawn from prominent investment organizations. The event is hosted by CFA Society New York’s Value Investing Group\, which is dedicated to the promotion and application of the investment principles of CFA Society New York founder Benjamin Graham and other influential value investors. The group organizes various events around the current state and future outlook of value investing\, as well as educational events. \nView the full schedule. URL:https://now.fordham.edu/event/ben-graham-ix-annual-conference/2022-06-13/ LOCATION:Zoom CATEGORIES:Conferences and Symposia ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220524T120000 DTEND;TZID=America/New_York:20220524T130000 DTSTAMP:20250301T015626 CREATED:20220420T171055Z LAST-MODIFIED:20220420T171055Z UID:10004727-1653393600-1653397200@now.fordham.edu SUMMARY:RESCHEDULED: Centennial Speaker Series: Mary Childs on The Bond King: How One Man Made a Market\, Built an Empire\, and Lost It All DESCRIPTION:Join us for a lunchtime talk with the host of NPR’s Planet Money as she uncovers the deeply investigated story of how one visionary\, dogged investor changed American finance forever. Before Bill Gross was known among investors as the Bond King\, he was a gambler. In 1966\, a fresh college grad\, he went to Las Vegas armed with his net worth ($200) and a knack for counting cards. Countless casino bans and $10\,000 later\, he was hooked: So he enrolled in business school. \nThe Bond King is the story of how that whiz kid made American finance his casino. Over the course of decades\, Gross turned the sleepy bond market into a destabilized game of high risk\, high reward; founded Pimco\, one of today’s most powerful\, secretive\, and cutthroat investment firms; helped to reshape our financial system in the aftermath of the Great Recession—to his own advantage; and gained legions of admirers and enemies along the way. Like every American antihero\, his ambition would also be his undoing. \nTo understand the winners and losers of today’s money game\, journalist Mary Childs argues\, is to understand the bond market—and to understand the bond market is to understand the Bond King. \nAgenda\n12 p.m.: Welcome Remarks: Sris Chatterjee\, chair\, Gabelli Center for Global Security Analysis \n12:03 p.m.: Speaker Introductions: David Cowen\, president and CEO\, Museum of American Finance \n12:08: p.m.: Presentation: Mary Childs \n12:45 p.m.: Audience Q&A \n1 p.m.: Closing Remarks: David Cowen \nAbout the Speaker\nMary Childs is a co-host and correspondent for NPR’s Planet Money podcast. Previously\, she was a reporter at Barron’s magazine\, the Financial Times\, and Bloomberg News. She graduated from Washington & Lee University in Lexington\, Virginia\, with a degree in business journalism. \nCopies of The Bond King will be raffled off to attendees. \nThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. URL:https://now.fordham.edu/event/centennial-speaker-series-mary-childs-on-the-bond-king-how-one-man-made-a-market-built-an-empire-and-lost-it-all/ LOCATION:Virtual CATEGORIES:Lectures ATTACH;FMTTYPE=image/jpeg:https://now.fordham.edu/wp-content/uploads/2022/04/22-2359-Gabelli-Newsletter_Mary-Childs.jpeg ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220517T120000 DTEND;TZID=America/New_York:20220517T130000 DTSTAMP:20250301T015626 CREATED:20220426T202054Z LAST-MODIFIED:20220426T202054Z UID:10004732-1652788800-1652792400@now.fordham.edu SUMMARY:Centennial Speaker Series: Gillian Tett on Anthro-Vision: A New Way to See in Business and Life DESCRIPTION:Amid severe digital disruption\, economic upheaval\, and political flux\, how can we make sense of the world? Leaders today typically look for answers in economic models\, big data\, or artificial intelligence platforms. Gillian Tett points to anthropology—the study of human culture. \nAnthropologists learn to get inside the minds of other people\, helping them not only understand other cultures but also appraise their own environment with a fresh perspective as an insider-outsider\, gaining lateral vision. Today\, anthropologists are more likely to study Amazon warehouses than remote Amazon tribes. They have done research into institutions and companies\, such as General Motors\, Nestlé\, Intel\, and more\, shedding light on such practical questions as how Internet users define themselves\, why corporate projects fail\, why bank traders miscalculate losses\, how companies sell certain products\, and why pandemic policies succeed (or not). Anthropology makes the familiar seem unfamiliar and vice versa\, giving a 3D perspective in a world where many executives are plagued by tunnel vision\, especially in fields like finance and technology. \nAgenda\n12 p.m.: Welcome Remarks: James Kelly\, director\, Gabelli Center for Global Security Analysis \n12:03 p.m.: Speaker Introduction: David Cowen\, president and CEO\, Museum of American Finance \n12:08: p.m.: Presentation: Gillian Tett \n12:45 p.m.: Audience Q&A \n1 p.m.: Closing Remarks: David Cowen \nAbout the Speaker\nGillian Tett serves as the chair of the editorial board and U.S. editor at large of the Financial Times. She writes weekly columns\, covering a range of economic\, financial\, political\, and social issues. She is also the co-founder of FT Moral Money\, a twice-weekly newsletter that tracks the ESG revolution in business and finance\, which has since grown to be a staple FT product. In 2020 and 2021\, Moral Money won the SABEW best newsletter. \nPreviously\, Tett was the FT’s U.S. managing editor from 2013 to 2019. She has also served as assistant editor for the FT’s markets coverage\, capital markets editor\, deputy editor of the Lex column\, Tokyo bureau chief\, Tokyo correspondent\, London-based economics reporter\, and a reporter in Russia and Brussels. She is the author of The Silo Effect (2016) and Fool’s Gold (2009)\, a New York Times bestseller and Financial Book of the Year at the inaugural Spear’s Book Awards\, and Saving the Sun: A Wall Street Gamble to Rescue Japan from its Trillion Dollar Meltdown (2003). Her latest book is Anthro-Vision: A New Way to See In Business and Life (2021). \nIn 2014\, Tett won the Royal Anthropological Institute Marsh Award and was named Columnist of the Year at the British Press Awards. Her 2012 article “Madoff Spins His Story” won the SABEW Award for best feature article. Before joining the Financial Times in 1993\, Tett earned a Ph.D. in social anthropology from Cambridge University based on field work in the former Soviet Union. While pursuing the Ph.D.\, she freelanced for the FT and the BBC. \nCopies of Anthro-Vision will be raffled off to attendees. \nThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. URL:https://now.fordham.edu/event/centennial-speaker-series-gillian-tett-on-anthro-vision-a-new-way-to-see-in-business-and-life/ LOCATION:Virtual CATEGORIES:Lectures ATTACH;FMTTYPE=image/jpeg:https://now.fordham.edu/wp-content/uploads/2022/04/22-2359-Gabelli-Newsletter_Gtett–v2.jpeg ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220427T120000 DTEND;TZID=America/New_York:20220427T130000 DTSTAMP:20250301T015626 CREATED:20220315T170219Z LAST-MODIFIED:20220315T170219Z UID:10004684-1651060800-1651064400@now.fordham.edu SUMMARY:Centennial Speaker Series: Roger Lowenstein on Ways and Means: Lincoln and His Cabinet and the Financing of the Civil War DESCRIPTION:Join us for a lunchtime talk with renowned journalist and master storyteller Roger Lowenstein\, as he discusses his revelatory financial investigation into how President Abraham Lincoln and his administration used the funding of the Civil War as the catalyst to centralize the government and accomplish the most far-reaching reform in the country’s history. \nLincoln inherited a country in crisis. Even before the Confederacy’s secession\, the U.S. Treasury had run out of money. The government had no authority to raise taxes\, no federal bank\, and no currency. But amid unprecedented troubles\, Lincoln saw an opportunity: the chance to legislate in the centralizing spirit of the “more perfect union” that had first drawn him to politics. With Lincoln at the helm\, the United States would now govern “for” its people: it would enact laws\, establish a currency\, raise armies\, underwrite transportation and higher education\, assist farmers\, and impose taxes. Lincoln believed this agenda would foster the economic opportunity he had always sought for upwardly striving Americans. \nSalmon Chase\, Lincoln’s vanquished rival and his new secretary of the Treasury\, waged war on the financial front\, levying taxes and marketing bonds while desperately battling to contain wartime inflation. And while the Union and rebel armies fought increasingly savage battles\, the Republican-led Congress enacted a blizzard of legislation that made the government\, for the first time\, a powerful presence in the lives of ordinary Americans. The impact was revolutionary. The activist 37th Congress legislated for homesteads and a transcontinental railroad and involved the federal government in education\, agriculture\, and eventually immigration policy. It established a progressive income tax and created the greenback—paper money. While the Union became self-sustaining\, the South plunged into financial free fall\, having failed to leverage its cotton wealth to finance the war. Founded in a crucible of anti-centralism\, the Confederacy was trapped in a static (and slave-based) agrarian economy without federal taxing power or other means of government financing\, save for its overworked printing presses. This led to an epic collapse. Though Confederate troops continued to hold their own\, the North’s financial advantage over the South\, where citizens increasingly went hungry\, proved decisive; the war was won as much (or more) in the respective treasuries as on the battlefields. \nAgenda\n12 p.m.: Welcome Remarks: Sris Chatterjee\, chair\, Gabelli Center for Global Security Analysis \n12:03 p.m.: Speaker Introductions: David Cowen\, president and CEO\, Museum of American Finance \n12:08: p.m.: Presentation: Roger Lowenstein \n12:45 p.m.: Audience Q&A \n1 p.m.: Closing Remarks: David Cowen \nAbout the Speaker\nRoger Lowenstein reported for The Wall Street Journal for more than a decade. His work also has appeared in Bloomberg\, The New York Times\, Washington Post\, Fortune\, The Atlantic\, and the New York Review of Books. In addition to Ways and Means\, his books include the NYT bestsellers Buffett: The Making of an American Capitalist\, When Genius Failed: The Rise and Fall of Long-Term Capital Management\, and The End of Wall Street\, as well as the critically acclaimed Origins of the Crash: The Great Bubble and Its Undoing\, While America Aged\, and America’s Bank: The Epic Struggle to Create the Federal Reserve. \nCopies of Ways and Means will be raffled off to attendees. \nThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. URL:https://now.fordham.edu/event/centennial-speaker-series-roger-lowenstein-on-ways-and-means-lincoln-and-his-cabinet-and-the-financing-of-the-civil-war/ LOCATION:Virtual CATEGORIES:Lectures ATTACH;FMTTYPE=image/jpeg:https://now.fordham.edu/wp-content/uploads/2022/03/22-2359_Gabelli-Newsletter_LOWENSTEIN.jpeg ORGANIZER;CN="Gabelli School of Business":MAILTO:gsbevents@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220412T120000 DTEND;TZID=America/New_York:20220412T130000 DTSTAMP:20250301T015626 CREATED:20220315T171603Z LAST-MODIFIED:20220315T171603Z UID:10004683-1649764800-1649768400@now.fordham.edu SUMMARY:Centennial Speaker Series: Stephen Foerster on In Pursuit of the Perfect Portfolio DESCRIPTION:Join us for a lunchtime talk with Stephen Foerster\, co-author of In Pursuit of the Perfect Portfolio: The Stories\, Voices\, and Key Insights of the Pioneers Who Shaped the Way We Invest\, as he discusses how the greatest thinkers in finance changed the field and how their wisdom can help investors today. \nIs there an ideal portfolio of investment assets\, one that perfectly balances risk and reward? In Pursuit of the Perfect Portfolio examines this question by profiling and interviewing 10 of the most prominent figures in the finance world: Jack Bogle\, Charley Ellis\, Gene Fama\, Marty Leibowitz\, Harry Markowitz\, Bob Merton\, Myron Scholes\, Bill Sharpe\, Bob Shiller\, and Jeremy Siegel. We learn about the personal and intellectual journeys of these luminaries―which include six Nobel Laureates and a trailblazer in mutual funds―and their most innovative contributions. In the process\, we come to understand how the science of modern investing came to be. Each of these finance greats discusses his idea of a perfect portfolio\, offering invaluable insights to today’s investors. \nAgenda\n12 p.m.: Welcome Remarks: James Kelly\, director\, Gabelli Center for Global Security Analysis \n12:03 p.m.: Speaker Introductions: David Cowen\, president and CEO\, Museum of American Finance \n12:08: p.m.: Presentation: Stephen Foerster \n12:45 p.m.: Audience Q&A \n1 p.m.: Closing Remarks: David Cowen \nAbout the Speaker\nSteve Foerster is a professor of finance at Ivey Business School\, where he has taught since 1987. He received a B.A. in business administration from Western University\, and an M.A. and Ph.D. from the Wharton School\, University of Pennsylvania. He obtained the chartered financial analyst (CFA) designation in 1997 and has taught financial management\, investments\, and portfolio management courses. He has won numerous teaching and research awards. \nIn addition to his most recent book\, Foerster has also written two textbooks: Financial Management: A Primer\, and Financial Management: Concepts and Applications. Foerster has written more than 100 cases and technical notes in the areas of investments and financial management. He has more than 50 publications\, including empirical studies in such leading academic journals as the Journal of Financial Economics\, the Journal of Finance\, and the Journal of Financial and Quantitative Analysis\, as well as in such practitioner-oriented publications as Canadian Investment Review. He also co-authored Cases in Financial Management and is editor of Finance and Money Market Cases. \nFoerster has been a consultant and executive training course designer and facilitator in portfolio management\, finance for non-financial executives\, value-based management\, risk management\, and other investment areas. Foerster is a member of the advisory board of Financial Economics Network Courses\, Cases and Teaching Abstracts Journal and is a former member of the editorial board of Financial Analysts Journal and Pacific-Basin Finance Journal. Foerster is currently a member of Western’s joint pension board\, was formerly a director and chair of the investment committee of Foundation Western (Western’s alumni endowment fund)\, and was on the advisory board of Tremont Capital Opportunity Trust. \nCopies of In Pursuit will be raffled off to attendees. \nThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. URL:https://now.fordham.edu/event/centennial-speaker-series-stephen-foerster-on-in-pursuit-of-the-perfect-portfolio/ LOCATION:Virtual CATEGORIES:Lectures ATTACH;FMTTYPE=image/jpeg:https://now.fordham.edu/wp-content/uploads/2022/03/22-2359_Gabelli-Newsletter_FOERSTER.jpeg ORGANIZER;CN="Gabelli School of Business":MAILTO:gsbevents@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220216T180000 DTEND;TZID=America/New_York:20220216T190000 DTSTAMP:20250301T015626 CREATED:20220112T204215Z LAST-MODIFIED:20220112T204215Z UID:10004594-1645034400-1645038000@now.fordham.edu SUMMARY:The Investment Stewardship Series: A Conversation with Catherine Winner\, Global Head of Stewardship at Goldman Sachs Asset Management DESCRIPTION:Join us for an evening panel discussion with Catherine Winner\, global head of stewardship at Goldman Sachs Asset Management\, and Dianne McKeever\, chief investment officer and co-founder of Ides Capital Management LP. \nAgenda\n6 p.m.: Welcome Remarks: Donna Rapaccioli\, dean\, Gabelli School of Business \n6:05 p.m.: Discussion: Catherine Winner and Dianne McKeever \n6:45 p.m.: Audience Q&A \n7 p.m.: Closing Remarks: Donna Rapaccioli \nAbout the Speakers\nCatherine Winner leads the Global Stewardship Team for Goldman Sachs Asset Management. In this role\, she manages the firm’s global proxy voting policy\, which informs nearly 10\,000 annual votes across 71 different markets. She also oversees approximately 400 annual company engagement meetings\, covering such key topics as diversity and inclusion and disclosure of material ESG data. Through these programs\, Winner promotes the adoption of best practices in corporate governance and amplifies Goldman Sachs’ commitment to accelerating the climate transition and driving inclusive growth. Winner is a One Million Black Women Ambassador\, helping to drive the strategic direction of the initiative. She further contributes to industry stewardship by serving on the Investor Advisory Group for the Sustainability Accounting Standards Board\, as well as chairing the Corporate Governance Advisory Council within the Council of Institutional Investors. Winner joined Goldman Sachs in 2018 as a vice president and was named managing director in 2021. \nPrior to joining Goldman Sachs Asset Management\, Winner was a vice president in corporate governance at Morgan Stanley Investment Management\, where she was a member of its Proxy Review Committee\, ESG Working Group\, and Morgan Stanley’s Women in Business Alliance. She started her career at Lord Abbett\, where she built and grew the corporate governance team. Winner earned an M.B.A. from the Fordham University Gabelli School of Business in 2009 and a B.A. from Colgate University in 2002. \nDianne K. McKeever is chief investment officer\, managing member\, and co-founder of Ides Capital Management LP\, a New York-based activist investment adviser that engages with management teams and corporate boards to improve ESG policies and practices and to implement operational\, capital\, and strategic improvements that drive long-term\, sustainable value for the benefit of all stakeholders. Prior to Ides\, McKeever was a partner at Park Row Capital. McKeever began her career at Barington Capital Group\, a New York-based small-cap activist fund\, in 2001 as a partner. She has served as a public company director of LQ Corporation Inc. and Sielox Inc.\, where she chaired the nominating and governance committee and serves as a member of the Council of Institutional Investors’ Corporate Governance Advisory Council. \nMcKeever holds a J.D. from Fordham Law\, a bachelor’s degree in chemical engineering from Stevens Institute of Technology\, and a B.S. in chemistry from New York University. McKeever serves on the Women’s Board of City Year New York and is a founding board member of Pyroclastic Arts Inc. She was recently named to Fortune Magazine’s 40 Under 40\, Marie Claire’s New Guard\, Crain’s New York Business’s 40 Under 40\, and American Swiss Foundation’s 2018 Young Leaders\, and she received the 2018 Stevens Distinguished Alumni Award in business and finance. \nThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. URL:https://now.fordham.edu/event/the-investment-stewardship-series-a-conversation-with-catherine-winner-global-head-of-stewardship-at-goldman-sachs-asset-management/ LOCATION:Virtual CATEGORIES:Lectures ATTACH;FMTTYPE=image/jpeg:https://now.fordham.edu/wp-content/uploads/2022/01/22-2359_Gabelli-Newsletter_McKeever_Winner.jpeg ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220208T120000 DTEND;TZID=America/New_York:20220208T130000 DTSTAMP:20250301T015626 CREATED:20220120T221710Z LAST-MODIFIED:20220120T221710Z UID:10004613-1644321600-1644325200@now.fordham.edu SUMMARY:Centennial Speaker Series: Daniel Peris on Why Modern Portfolio Theory Fails Investors DESCRIPTION:We are in a time of enormous risk. Economic growth is anemic\, and political risk to the capital markets is on the rise. In the U.S.\, a generation of white-collar baby boomers is heading into retirement with insufficient assets in their 401(k) programs\, and industrial workers are stuck with materially underfunded pension plans. Against that backdrop\, the investing industry’s current set of practices and assumptions―modern portfolio theory (MPT)―is based on a half-century-old formula that is supposed to deliver the maximum amount of return for a given amount of risk. The trouble is that it doesn’t work very well. \nIn Getting Back to Business: Why Modern Portfolio Theory Fails Investors and How You Can Bring Common Sense to Your Portfolio\, dividend-investing guru Daniel Peris proposes a radical new approach―radical in that it does away with MPT in favor of a more intuitive\, common-sense approach practiced by business people in their own affairs every day: cash returns on cash investments. \nPeris will also discuss being a historian in a profession with a notably low historical sensibility. How did a historian of the early Soviet period end up as a portfolio manager with $25 billion under advisement\, a management team of 12\, and author of three books on dividend investing? \nAgenda\n12 p.m.: Welcome Remarks and Introductions: Sris Chatterjee\, professor and chair\, Gabelli Center for Global Security Analysis; and James Kelly\, professor and director\, Gabelli Center for Global Security Analysis \n12:05 p.m.: Presentation: Daniel Peris \n12:45 p.m.: Audience Q&A \n1 p.m.: Closing Remarks: James Kelly \nAbout the Speaker\nDaniel Peris\, Ph.D.\, is senior vice president and senior portfolio manager at Federated-Hermes Inc.\, in Pittsburgh\, where he oversees $25 billion in dividend-focused portfolios. He is the author of three books on capital markets. \nBefore transitioning into asset management\, Peris was a historian focused on modern Russian history. In that capacity\, Peris was a Fulbright-Hays scholar in the former Soviet Union from 1991 to 1992 and held a post-doctoral fellowship at the Hoover Institution of Stanford University in 1995. Follow him on Twitter at @historyinvestor\, and visit his website at strategicdividendinvestor.com. \nCopies of Getting Back to Business will be raffled off to attendees. \nThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. URL:https://now.fordham.edu/event/centennial-speaker-series-daniel-peris-on-why-modern-portfolio-theory-fails-investors/ LOCATION:Virtual CATEGORIES:Lectures ATTACH;FMTTYPE=image/jpeg:https://now.fordham.edu/wp-content/uploads/2022/01/22-2359_Gabelli-Newsletter_Peris.jpeg ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20211215T120000 DTEND;TZID=America/New_York:20211215T130000 DTSTAMP:20250301T015626 CREATED:20211110T181912Z LAST-MODIFIED:20211110T181912Z UID:10004552-1639569600-1639573200@now.fordham.edu SUMMARY:Centennial Speaker Series: Robin Wigglesworth on Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever DESCRIPTION:Join us for a lunchtime program with Robin Wigglesworth\, the Financial Times‘ global finance correspondent and author of Trillions\, as he discusses the incredible true story of the iconoclastic geeks who defied conventional wisdom and endured Wall Street’s scorn to launch the index fund revolution\, democratizing investing and saving hundreds of billions of dollars in fees. \nFifty years ago\, the Manhattan Project of money management was quietly assembled in the financial industry’s backwaters\, unified by the heretical idea that even many of the world’s finest investors couldn’t beat the market in the long run. The motley crew of nerds—including Gene Fama\, Jack Bogle\, John McQuown\, and Nate Most—succeeded beyond their wildest dreams. Passive investing now accounts for more than $20 trillion\, equal to the entire gross domestic product of the U.S.\, and today is a force reshaping markets\, finance\, and even capitalism itself in myriad subtle but pivotal ways. \nAgenda\n12 p.m.: Welcome Remarks: Sris Chatterjee\, chair\, Gabelli Center for Global Security Analysis \n12:03 p.m.: Speaker Introductions: David Cowen\, president and CEO\, Museum of American Finance \n12:08: p.m.: Presentation: Robin Wigglesworth \n12:45 p.m.: Audience Q&A \n1 p.m.: Closing Remarks: David Cowen \nAbout the Speaker\nRobin Wigglesworth is the FT’s global finance correspondent\, based in Oslo\, Norway. He focuses on the biggest forces reshaping the financial system\, with a particular focus on technological disruption and quantitative investing\, writing longer-form features\, analyses\, profiles\, and columns. He was previously the U.S. markets editor\, spearheading the outlet’s coverage of financial markets and asset management across the Americas\, deputy head of FastFT\, capital markets correspondent\, and Gulf correspondent. \nCopies of Trillions will be raffled off to attendees. \nThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. URL:https://now.fordham.edu/event/centennial-speaker-series-robin-wigglesworth-on-trillions-how-a-band-of-wall-street-renegades-invented-the-index-fund-and-changed-finance-forever/ LOCATION:Virtual CATEGORIES:Lectures ATTACH;FMTTYPE=image/jpeg:https://now.fordham.edu/wp-content/uploads/2021/11/Gabelli_Newsletter-Wigglesworth.jpeg ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20211207T170000 DTEND;TZID=America/New_York:20211207T181500 DTSTAMP:20250301T015626 CREATED:20211110T181118Z LAST-MODIFIED:20211110T181118Z UID:10004549-1638896400-1638900900@now.fordham.edu SUMMARY:SPACs: The New IPO? DESCRIPTION:In this program\, industry leaders involved in different aspects of taking companies public will discuss the role of SPACs as an increasingly popular alternative to the more traditional IPO\, including: \n\nAddressing upcoming regulatory and legislative scrutiny\nTrends in SPAC structures (e.g.\, anchor investors\, trust accounts\, and redemptions)\nOutlook in 2022 and beyond for the SPAC vs. traditional IPO path to the public markets\nAlignment of incentives among different constituencies in a SPAC\nSPACs as an investment opportunity\n\nThe program will begin with a welcome from David Cowen\, president and CEO\, Museum of American Finance\, followed by an introduction to the program by Michael Harris\, head of capital markets and business development\, Citadel Securities. \nThe moderated panel discussion will feature: \nAndrew Cohen: Founder and CIO\, Difesa Capital Management\nE. Ramey Layne: Partner\, Vinson & Elkins LLP\nDavid Panton: Managing Partner\, SPAC Operations\, Navigation Capital Partners\, LP\nEklavya Saraf: Global Head of SPAC Listings and Managing Director of Listing Services\, Nasdaq \nRead more about the speakers. \nThe panel discussion will be followed by an audience Q&A. This event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. URL:https://now.fordham.edu/event/spacs-the-new-ipo/ LOCATION:Virtual CATEGORIES:Conferences and Symposia,Lectures ATTACH;FMTTYPE=image/jpeg:https://now.fordham.edu/wp-content/uploads/2021/11/Gabelli_5-guys1-lady_v3.jpeg ORGANIZER;CN="Gabelli School of Business":MAILTO:gsbevents@fordham.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20211202T120000 DTEND;TZID=America/New_York:20211202T130000 DTSTAMP:20250301T015626 CREATED:20211022T183501Z LAST-MODIFIED:20211022T183501Z UID:10004477-1638446400-1638450000@now.fordham.edu SUMMARY:Centennial Speaker Series: Campbell R. Harvey on DeFi and the Future of Finance DESCRIPTION:Govern­ments bailed out the very institutions that let the economy down\, spurring a serious rethink of our financial system. Does it make any sense that it takes two days to settle a stock transaction? Why do retailers\, operating on razor-thin margins\, have to pay 3% for every customer credit card swipe? Why does it take two days to transfer money from a bank account to a brokerage—or any other company? Why are savings rates minuscule or negative? Why is it so difficult for entrepreneurs to get financ­ing at traditional banks? \nIn DeFi and the Future of Finance\, Campbell R. Harvey\, Ashwin Ramachandran\, and Joey Santoro introduce the new world of decen­tralized finance. The book argues that the current financial landscape is ripe for dis­ruption and we are seeing\, in real time\, the reinvention of finance. \nAgenda\n12 p.m.: Welcome Remarks: Sris Chatterjee\, chair\, Gabelli Center for Global Security Analysis \n12:05 p.m.: Presentation: Campbell R. Harvey \n12:45 p.m.: Audience Q&A \n1 p.m.: Closing Remarks: Sris Chatterjee \nAbout the Speaker\nHarvey is a professor of finance at the Fuqua School of Business at Duke University and a research associate at the National Bureau of Economic Research in Cambridge\, Massachusetts. He served as president of the American Finance Association in 2016. He serves as a partner and senior advisor at Research Affiliates LLC\, overseeing more than $180 billion in client funds\, as well as investment strategy adviser to the Man Group PLC\, the world’s largest\, publicly listed\, global hedge fund provider. \nOver the past seven years\, Harvey has taught a course titled Innovation and Cryptoventures at Duke University. The course focuses on blockchain technology and decentralized finance. He also teaches Tech Driven Transformation of Business\, as well as International Finance. He offers a Coursera called Blockchain Business Models\,” and his book DeFi and the Future of Finance was released this fall. From 2006 to 2012\, Harvey edited the Journal of Finance—the leading scientific journal in his field and one of the premier economics journals. \nHarvey received the 2016 and 2015 Best Paper Awards from The Journal of Portfolio Management for his research on distinguishing luck from skill. He has also received eight Graham and Dodd Awards/Scrolls for excellence in financial writing from the CFA Institute. He has published more than 150 scholarly articles on topics spanning investment finance\, emerging markets\, corporate finance\, behavioral finance\, financial econometrics\, and computer science. \nProfessor Harvey obtained his doctorate at the University of Chicago in business finance. He has served on the faculties of the Stockholm School of Economics\, the Helsinki School of Economics\, and the Booth School of Business at the University of Chicago. He has also been a visiting scholar at the Federal Reserve Board of Governors\, was awarded an honorary doctorate from Svenska Handelshögskolan in Helsinki\, and is a fellow of the American Finance Association. Harvey is a founding director of the Duke-CFO Survey\, a widely received quarterly survey that polls more 1\,500 CFOs worldwide. \nCopies of DeFi and the Future of Finance will be raffled off to attendees. \nThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. URL:https://now.fordham.edu/event/centennial-speaker-series-campbell-r-harvey-on-defi-and-the-future-of-finance/ LOCATION:Virtual CATEGORIES:Lectures ATTACH;FMTTYPE=image/jpeg:https://now.fordham.edu/wp-content/uploads/2021/10/Gabelli_Newsletter-Cam-Harvey3.jpeg ORGANIZER;CN="Gabelli Center for Global Security Analysis":MAILTO:gabellicenter@fordham.edu END:VEVENT END:VCALENDAR