Mayo Center - Events - NYC Financial Panel

Previous Financial Panels

2024 Financial Panel

 The annual UVA Financial Panel was held at the NYC Yale Club. The event was sponsored by the Virginia Club of New York, the Darden New York Alumni Chapter, and the Mayo Center for Asset Management. The panel was moderated by Tyler Mathisen (CNBC Business News) joined by distinguished panelists. The event shared valuable insights for investing in a highly uncertain and challenging environment for today and beyond, including:

• What are investors to do with their money now as investors face the headwinds from higher rates for longer than expected, sticky inflation, slowing economic growth, and continued uncertainty abroad?
• The upcoming U.S. elections and what next for the Magnificent 7 stocks?

Date: Thursday, June 6th, 2024

Panelist Discussion: 6:30pm-8:30pm EST

Location: The Yale Club of New York City

Topic: Investing for Today and Beyond

Sponsors: Virginia Club of New York, Darden New York Alumni, and Mayo Center for Asset Management

Moderator: Tyler Mathisen, Managing Editor, CNBC Business News

Panelists: 

• Andy Bugas (MBA '86), Partner at Radar Partners
• Lazetta Rainey Braxton (UVA '95), Founder & CEO at Lazetta & Associates
• Joao Rotta (MBA '04), CFA, Senior Vice President of Wealth Management at Bentevi Asset Management of Raymond James
• Nicholas P. Sargen, Senior Economic Advisor at Fort Washington Investment Advisors

This event was open by registration to all alumni, parents, and friends.



 

2023 Financial Panel

2023 Financial Panel



Theme: Investing in a World of Slowing Economic Growth and Bank Volatility

Our expert panel discussed topics including the collapse of regional banks, interest rates, the volatility of "big tech," and more. The panel included:

• Moderator: Elena Loutskina, Professor of Business Administration at Darden 
• John McCann (MBA '08), Managing Director, Global Industrials Group at Barclays
• Josiah Lindsay (MBA '03), Managing Director, Co-Head of Alternative Investments, Energy Sector at Fortress Investment Group
• Michael Koslow (UVA '09), Associate Director, Secured Money Markets at Federal Reserve Bank of New York
• Nicholas P. Sargen, Senior Economic Advisor at Fort Washington Investment Advisors

This event was open by registration to all alumni, parents, and friends.

2022 Financial Panel

2022 Financial Panel

Theme: Investing in a world of rising rates, inflation and geopolitical stress

Tyler Mathisen (CLAS’ 76), co-anchor of CNBC’s "Power Lunch," returns as our esteemed moderator for the 2022 Financial Panel, hosted by the Virginia Club of New York and the Richard A. Mayo Center for Asset Management. This year, our expert panelists will discuss topics including uncertainty in Europe, the rise of energy prices and its impact on sustainable investing, interest rates, the "cooling off" of crypto, and more. Join to learn, whether you're new to investing or an expert!

Panel:

•     Jennifer Baker (MBA '10), Senior Vice President at Silvercrest Asset Management
•     Kinda Hachem, Morris Plan Associate Professor of Consumer Credit at Darden
•     Pedro Matos, John G. Macfarlane Family Chair and Professor of Business Administration at Darden and Academic Director of Richard A. Mayo Center for Asset Management
•     Stephen Parker (COM '02), Managing Director and Head of Advisory Solutions at J.P. Morgan

 

2021 Financial Panel

Theme: Pandemic, Recovery, and Investing Fever: What to do Now?

The virtual edition of the 2021 Financial Panel was hosted by the Virginia Club of New York and UVA Darden’s Richard A. Mayo Center for Asset Management.

Tyler Mathisen (CLAS’ 76), co-anchor of CNBC’s Power Lunch, returned as our esteemed panel moderator.

Our expert panelists discussed investing during the wake of the global pandemic, including how investors might best position themselves following the rapid recovery in stocks and the economy over the past 12 months. Panelists discussed topics including the rise of retail trading, the explosion of SPAC issuance, the crypto craze, and financial literacy.

Panel:

•     Betina Dowdell (COM ’95), Head of Sales for UHNW, Wealth Management USA at UBS
•     Caitlin Fitzmaurice (DAR ’11), Managing Director, University of Virginia Investment Company
•     Nina F. Scherago (DAR ’86), Managing Partner, Edgehill Endowment Partners

2020 Financial Panel

Theme: How to Grow and Protect Your Money Now

The virtual edition of the 2020 Financial Panel was hosted by the Virginia Club of New York and UVA Darden’s Richard A. Mayo Center for Asset Management. Tyler Mathisen (CLAS’ 76), co-anchor of CNBC’s Power Lunch, returns as our esteemed panel moderator.

Our expert panelists discussed investing during the global pandemic, including how investors might best position themselves during this period of unprecedented uncertainty and volatile markets. Panelists discussed the path forward for the economy and markets and opportunities to succeed for investing across an array of asset classes to include stocks, bonds, and private equity.

Panel:

• Susan Chaplinsky, Tipton R. Snavely Professor of Business Administration, UVA Darden School of Business
• Celia Dallas (DAR ’96), Chief Investment Strategist, Cambridge Associates
• Kate Moore (CLAS ’99), Chief Equity Strategist, BlackRock Investment Institute
• Debbie DeVito (COM ’05), Director, Citi Private Bank

2019 Financial Panel

Theme: Investing in Uncertain Times

The 19th Annual Financial Panel, hosted by the Virginia Club of New York and UVA Darden’s Richard A. Mayo Center for Asset Management. Tyler Mathisen (CLAS’ 76), co-anchor of CNBC’s Power Lunch, returned as our esteemed panel moderator.

Our expert panelists discussed investing in the current period of heightened uncertainty and volatile markets. They addressed questions such as: what’s behind the seeming rise in market volatility over the past year? How should investors position themselves across asset classes, including developed and emerging markets and private equity? Are there lessons and ideas from the endowment model that might be relevant to individual investors?

Panel:

• Robert Harris, C. Stewart Sheppard Professor of Business Administration at the Darden School of Business
• Ashleigh Oakes Hart (COMM ’00), Managing Director at TD Securities
• Stephen Parker (COMM ’02), Managing Director and Head of Thematic Equity Solutions at J.P. Morgan

2018 Financial Panel

The Virginia Club of New York and Darden’s Richard A. Mayo Center for Asset Management hosted the Annual Financial Panel. The theme of the panel was “Adapting to Change: Volatility, Disruptive Opportunities, Optical Allocations, and the Search for Alpha Now”. Tyler Mathisen (CLAS ’76), co-anchor of CNBC’s Power Lunch, was our panel moderator.

Panelists include:

• Celia Dallas (DAR ’96) – Chief Investment Strategist at Cambridge Associates
• Pedro Matos – Academic Director of Mayo Center and Professor at Darden
• Nina Scherago (DAR ’86) – Managing Partner at Edgehill and former CIO of TIFF
• Tad Smith (DAR ’87) – Vice Chairman of JPM’s Private Bank

2017 Financial Panel

The Virginia Club of New York, Darden School of Business and the Richard A. Mayo Center for Asset Management hosted the Annual Financial Panel. Our Financial Panel was moderated once again by Tyler Mathisen who co-anchors CNBC’s “Power Lunch” one of the network’s longest running program franchises, as well as “Nightly Business Report,” an award-winning evening business news program produced by CNBC for U.S. public television. The panel explored the following questions: has investor optimism gone too far? What’s next for stocks, bonds, alternatives, and active management?

Panel:

Richard B. Evans, Associate Professor of Business Administration at the Darden School of Business                     

Catherine Keating, President and CEO of Commonfund
Lawrence E. Kochard, Chief Executive Officer / Chief Investment Officer of UVIMCO
Venu Krishna, Deputy Head, U.S. Equity Research at Barclays

2016 Financial Panel

The Virginia Club of New York Financial Panel was held in collaboration with the Darden School of Business and the Richard A. Mayo Center for Asset Management. The Finance Panel was moderated once again by Tyler Mathisen who co-anchors CNBC’s “Power Lunch” one of the network’s longest running program franchises, as well as “Nightly Business Report,” an award-winning evening business news program produced by CNBC for U.S. public television.

The topic: Where to put your money today, tomorrow and for the next ten years. An all-star panel gave you their best insights on where the US and global economy was headed over the next months and years, and how you could position your portfolio to make money and dampen risk over the next decade. We discussed trade, interest rates, fiscal policy, demographics, disruptive technologies and, yes, politics – all with an eye to help you become a better, smarter, more successful investor.

Panelists

David MacFarlane (COMM ’84)

Managing Director, Drake Capital Advisors LLC

Henry H. McVey (CLAS ’91) 

Head of Global Macro & Asset Allocation, KKR

Meryl Witmer (COMM ’83) 
General Partner, Eagle Capital Management

Frank E. Warnock
James C. Wheat, Jr. Professor of Business Administration, Darden School of Business