Conference Archives
| March 26-28, 2023 UC San Diego |
Agenda |
| October 17 – 18, 2022 UC San Diego |
Summaries Agenda |
| May 23-24, 2021 Santa Clara University |
Climate Chang & Retirement Investing Agenda |
| October 12 – 14, 2021 / Virtual Conference |
Climate Change: Investment Management Implications Summaries Agenda |
| May 17 – 19, 2021 Virtual Conference |
The Promises & Challenges of ESG Summaries Agenda |
| October 5 – 7, 2020 Virtual Conference |
Applications of Data Science in Investment Management COVID-19 Investment Implications Agenda |
| September 8-10, 2019 Cambridge, MA |
Retirement Investing: The State of the Art Part II Summaries Agenda |
| May 14-15, 2019 New York, NY |
AI in Finance plus Retirement Investing: The State of the Art Part I Summaries Agenda |
| Sept 30 – Oct 2, 2018 Cambridge, MA |
FinTech Summaries Agenda |
| March 11-13, 2018 Los Angeles, CA |
Behavioral Finance Summaries Agenda |
| September 24-26, 2017 Cambridge, MA |
FinTech & Big Data Summaries Agenda |
| March 12-14, 2017 San Diego, CA |
Legacy of Jack Treynor, the Future of Active Management and China Investing Summaries Agenda |
| September 25-27, 2016 Chicago, IL |
Long-run Risks, Returns, and ESG Investing Summaries Agenda |
| September 11-13, 2016 Oxford, UK |
JOIM-Oxford-EDHEC, Retirement Investing Agenda |
| March 6 – 8, 2016 Rohnert Park, CA |
Behavioral Finance Summaries Agenda |
| October 4-6, 2015 Cambridge, MA |
Challenges and Opportunities in Retirement and Other Long-Horizon Investing Summaries Agenda |
| April 26-28, 2015 La Jolla, CA |
Return and Risk Revisited Summaries Agenda |
| September 21-23, 2014 Rohnert Park, CA |
Data Science and Institutional & Personal Investing Summaries Agenda |
| March 16-18, 2014 San Diego, CA |
Individual and Institutional Investment Management Issues Summaries Agenda |
| September 8-10, 2013 Napa, CA |
Asset Allocation Summaries Agenda |
| March 10-12, 2013 Stanford, CA |
Private Equity: The Science and Practice co sponsored with Stanford University, Graduate School of Business Summaries Agenda |
| Sept. 30-Oct. 2,2012 Chicago, IL |
Co-sponsored by the Kellogg School of Management, Northwestern University Summaries Agenda |
| March 11-13, 2012 San Francisco, CA |
Topics of Special Interest to Plan Sponsors, Endowments and Sovereign Wealth Funds Agenda |
| March 6-8, 2011 San Diego, CA |
Modern Portfolio Theory: The Evolution & Future” and celebrating 60 years of contribution by Harry M. Markowitz Agenda |
| October 2-4, 2011 Boston, MA |
Market Microstructure with an emphasis on High Frequency Trading and Neuroeconomics Summaries Agenda |
| March 7-9, 2010 San Francisco, CA |
Behavioral Finance Summaries Agenda |
| October 3-5, 2010 Boston, MA |
Systemic Risk & Asset Allocation Agenda |
| March 8-10, 2009 San Francisco, CA |
Liquidity and Leverage Summaries Agenda |
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October 4-6, 2009 |
Future of Risk Management Summaries Agenda |
| April 14-15, 2008 New York, NY |
Hosted at the New York Stock Exchange Summaries Agenda |
| October 5-7, 2008 Boston, MA |
Hedge Funds and Risk Management Summaries Agenda |
| March 11-13, 2007 San Francisco, CA |
Featured presenters: Myron S. Scholes, Andrew W. Lo, Peter Carr, Mark Seasholes, Kenneth J. Singleton Summaries Agenda |
| September 23-25, 2007 Boston, MA |
Featured presenters: Paul A. Samuelson, Robert Engle, John Campbell, Thomas Ho, Jan Loeys, Marti Subrahmanyam Summaries Agenda |
| March 26-29, 2006 San Francisco, CA |
Featured presenters: George Chacko, Mark Rubinstein, William F. Sharpe, Andrew Lo, Josef Lakonishok Summaries Agenda |
| September 17-19, 2006 Boston, MA |
Featured presenters: Michael Jensen, Jason MacQueen, Robert C. Merton, Stephen A. Ross, Zvi Bodie, Sanjiv R. Das Summaries Agenda |