Richard A. Mayo Center for Asset Management

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Virtual 20th Annual Financial Panel

Virtual 20th Annual Financial Panel

Theme: How to Grow and Protect Your Money Now

Join us for a virtual edition of the 20th 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, returns as our esteemed panel moderator.

This year, our expert panelists will discuss investing during the global pandemic, including how investors might best position themselves during this period of unprecedented uncertainty and volatile markets. Panelists will discuss 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

Registrants will be emailed a Zoom webinar link prior to the event. We ask that participants register by 12:00 p.m. the day of the event.

If you have questions, feel free to email us at uvanyc@uvanyc.org.

Important Note: Out of respect for panelist privacy, this session may not be recorded in any fashion. The views and opinions expressed during this session are those of the speakers and do not necessarily reflect the official policy or position of the companies they are associated with.

RSVP here

Details

Date: June 17

Time: 3:30 pm - 4:30 pm

Website: https://www.eventbrite.com/e/virginia-club-of-new-york-20th-annual-financial-panel-tickets-106268903150

  • 19th Annual Financial Panel

    19th Annual Financial Panel: 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
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    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
  • 17th Annual 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” (M-F, 1PM-3PM ET) 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

  • 16th Annual Finance Panel

    Annual Virginia Club of New York Finance Panel 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” (M-F, 1PM-3PM ET) 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