Conference Agenda

Thursday, October 28, 2010
Time Event Location
4:00pm – 4:45pm Registration and Networking Cabell Hall
University of Virginia
4:45pm – 5:00pm Welcome
- Robert F. Bruner, Dean and Charles C. Abbott Professor of Business Administration and Distinguished Professor of Business at the Darden Graduate School of Business, University of Virginia
- Carl P. Zeithaml, Dean and Professor at McIntire School of Commerce, University of Virginia
Cabell Hall
University of Virginia
5:00pm – 5:15pm Introduction of Module 1 theme: Reset Versus Recovery? Contrasting Points of View of the Economic Outlook Facing Investors
Introduction of Keynote Speaker - Dean Robert F. Bruner
Cabell Hall
University of Virginia
5:15pm – 6:15pm Keynote Address and Q & A: Economic Policy Makers Cannot Solve Problems By Using the Same Kind of Thinking They Used When They Created Them
- Marc Faber, Editor of the Gloom Boom & Doom Report
Cabell Hall
University of Virginia
6:15pm – 7:15pm Keynote Address and Q & A: When the Macro Trumps the Micro
- James Grant, Founder, Grants Interest Rate Observer
Cabell Hall
University of Virginia
7:15pm – 7:30pm Closing Comments and Recognition - Dean Robert F. Bruner Cabell Hall
University of Virginia
Friday, October 29, 2010
Time Event Location
7:00am – 7:45am VIP Breakfast
Discussion of Darden Center for Asset Management
- Host: John MacFarlane, Vice Chairman and Managing Director, Tudor Investments Corporation
By Invitation Only
Abbott Center Dining Room, Darden School of Business
Darden and McIntire Student Breakfast
“Hedge Funds: The Road Ahead”
- Host: Robert Carraway, Associate Dean, MBA Programs, Darden School of Business
- Keynote Speaker: Bill Richards, Senior Client Relationship Manager in Hedge Funds, UBS
Classroom 50, Darden School of Business
8:00am - 8:10am Module 2 Kickoff: Key Macro Issues Facing Investors:
Moderators: Kenneth M. Eades, Professor of Business Administration; Area Coordinator, Finance, Darden School of Business, University of Virginia
Yiorgos Allayannis, Professor of Business Administration, Darden School of Business, University of Virginia
Abbott Center Auditorium, Darden School of Business
8:10am - 8:55am Keynote Address: Global Sovereign Stress – What’s Happening, Where It’s Going and the Implications for Value Investing
- J. Kyle Bass, Managing Member and a Principal of Hayman Advisors
Abbott Center Auditorium,
Darden School of Business
8:55am - 9:40am Keynote Address: Regulatory Reform, the Political Landscape and Implications for Fund Managers
- Richard Baker, President and Chief Executive Officer of Managed Funds Association
Abbott Center Auditorium,
Darden School of Business
9:40am - 10:00am Break Abbott Center Auditorium Foyer, Darden School of Business
10:00am - 10:50am Keynote Address and Q & A: The Next China: Implications for Asia and the Global Economy
- Stephen Roach, Non-Executive Chairman of Morgan Stanley Asia
Abbott Center Auditorium,
Darden School of Business
10:50am - 11:40am Keynote Address and Q & A: Understanding and Profiting from the Next Banking Crisis
- Chris Whalen, Co-Founder of Institutional Risk Analytics
Abbott Center Auditorium,
Darden School of Business
11:40am - 12:30pm Keynote Address and Q & A: Our Macro View and How It Impacts Our Portfolio Construction
- Whitney Tilson, Founder and Managing Partner of T2 Partners LLC
Abbott Center Auditorium,
Darden School of Business
12:30pm - 1:15pm Lunch Abbott Center Auditorium Foyer, Darden School of Business
1:30pm - 2:15pm Keynote Address: Value Investing, Contrarian Investing and the Influence of Current Macro Issues
- Brian Rogers, Chairman of the Board and Chief Investment Officer of T. Rowe Price Group
Abbott Center Auditorium, Darden School of Business
2:15pm – 4:15pm Investor Roundtable
Moderator: Richard B. Evans, Assistant Professor of Business Administration, Darden School of Business, University of Virginia
Panelists:
- Lisa O'Dell Rapuano, CFA, Founder and Portfolio Manager of Lane Five Capital Management
- Richard A. Mayo, Founder and Chairman of Mayo Capital Partners
- Donald M. Wilkinson, III, CFA, President and CEO and a Director of Wilkinson O’Grady & Co, Inc.
- Frank M. Sands, Jr., CFA, Chief Executive Officer and Chief Investment Officer of Sands Capital Management, LLC.
- Robert W. Smith, Portfolio Manager for International Equity Strategy at T. Rowe Price 
Abbott Center Auditorium, Darden School of Business
4:15pm – 4:30pm Closing Remarks - Dean Robert F. Bruner Abbott Center Auditorium, Darden School of Business
4:30pm – 5:30pm Reception Abbott Center Auditorium Foyer, Darden School of Business