Wharton’s Investment Management Conference

October 26, 2007

The Wharton Investment Management Conference is an annual fall event for students, faculty, alumni and finance professionals from across the United States. The Conference provides an opportunity to meet and discuss critical topics with some of the most successful individuals in the investment management industry. The all-day event will include panels on business of investing, investing in emerging markets, value investing, growth investing, hedge funds, fixed income and quantitative investing

Register today at:
www.WhartonInvestmentConference.com

Conference Address:

The Union League of Philadelphia, 140 S Broad Street, Philadelphia, PA

Keynote Speaker

John A. Gunn
Chairman and Chief Executive Officer
Dodge & Cox, Investment Managers

Mr. Gunn graduated from Stanford University in 1966 and received his M.B.A. from the Stanford Graduate School of Business in 1972. He joined Dodge & Cox in 1972. He is a Trustee of the Dodge & Cox Funds. Mr. Gunn is a CFA® charterholder, and a Chartered Investment Counselor.

Mr. Gunn was a member of the Board of Governors of the Association for Investment Management and Research from 1993 to 1996. He is currently Chairman of the Advisory Council for the Stanford Institute for Economic Policy Research and is a member of the Board of Trustees of Castilleja School.

Panels

• Business of Investing
• Investing In Emerging Markets
• Value Investing
• Growth Investing
• Hedge Funds
• Fixed Income
• Quantitative Investing

Business of Investing

• David Antonelli, Executive Vice President, MFS Investment Management
• Bruce Herring, Chief Investment Officer, Fidelity Investments
• Paige Scott, Partner, Sextant Search Partners
• David Silvera, Managing Director, Rosemont Investment Partners

[ Back to Top ]

Investing In Emerging Markets

• Seth Freeman, Chief Executive Officer and Managing Director, EM Capital Management
• Richard Marston, Professor, The Wharton School
• Andy Sassine, Portfolio Manager, Fidelity Investments
• Harvey Sawikin, Co-founder, Firebird Management

[ Back to Top ]

Value Investing

• Lloyd Khaner, General Partner, Khaner Capital
• Lisa Rapuano,CFA, Portfolio Manager, Lane Five Capital
• Guy Spier, Principal, Aquamarine Fund
• Whitney Tilson, Managing Partner, Tilson Funds
• Paul E. Viera, Chief Executive Officer, Earnest Partners

[ Back to Top ]

Growth Investing

• Edward Antoian, Portfolio Manager, Chartwell Investments
• Jeffrey Constantino, Portfolio Manager - Large Cap Growth, MFS Investment Management
• Robert Hagstrom, Portfolio Manager - Growth Trust, Legg Mason
• David Wessels, Professor, The Wharton School

[ Back to Top ]

Hedge Funds

• Scott Lupkas, Chief Investment Officer, Verdis Investments
• Hal Schroeder, Director of Relative Value Arbitrage, Carlson Capital
• Dan Sobol, Portfolio Manager, Loews Corporation

[ Back to Top ]

Fixed Income

• David Beers, High Yield Analyst, T. Rowe Price
• Roger Lehman, Managing Director, Merrill Lynch
• Edward B. Marrinan, Director North America Credit Strategy, JP Morgan Securities
• Valerie Mosley, Senior Vice President, Fixed Income Portfolio Manager, Wellington Management

[ Back to Top ]

Quantitative Investing

• Dr. David M. Magerman, Ph.D., Principal, Renaissance Technologies Corporation
• Keith P.R. Quinton, CFA, Portfolio Manager, Fidelity Investments
• Gita R. Rao, Ph.D. Portfolio Manager, MFS Investment Management
• Seavan Sternheim, Chief Operating and Marketing Officer, QMHF Capital Management
• Stefan Tang, Managing Partner, QMHF Capital Management
• Vadim Zlotnikov, Chief Investment Strategist - Institutional Services, Sanford Bernstein

[ Back to Top ]