Conference History
| Location | Details | |
|---|---|---|
| Upcoming | ||
|
Spring 2026 March 22 - 24, 2026 |
Haas School of Business, University of California Berkeley, CA |
View Details |
| 2025 | ||
|
Fall 2025 October 26 - 28, 2025 |
McCombs School of Business Austin, TX |
— |
|
Spring 2025 April 21 - 23, 2025 |
AI in Finance II Santa Clara University |
Summaries Agenda |
| 2024 | ||
|
Fall 2024 October 2 - 4, 2024 |
AI in Finance MIT |
Agenda |
|
Spring 2024 March 24 - 26, 2024 |
Honoring Harry Markowitz UC San Diego |
Agenda |
| 2023 | ||
|
Fall 2023 October 16 - 17, 2023 |
Behavioral Finance and Crypto/Data Science Sonoma, CA |
Summaries Agenda |
|
Spring 2023 March 26 - 28, 2023 |
UC San Diego |
Summaries Agenda |
| 2022 | ||
|
Fall 2022 October 17 - 18, 2022 |
UC San Diego |
Summaries Agenda |
|
Spring 2022 May 23 - 24, 2022 |
Climate Chang & Retirement Investing Santa Clara University |
Agenda |
| 2021 | ||
|
Fall 2021 October 12 - 14, 2021 |
Climate Change: Investment Management Implications Virtual Conference |
Summaries Agenda |
|
Spring 2021 May 17 - 19, 2021 |
The Promises & Challenges of ESG Virtual Conference |
Summaries Agenda |
| 2020 | ||
|
Fall 2020 October 5 - 7, 2020 |
Applications of Data Science in Investment Management COVID-19 Investment Implications Virtual Conference |
Agenda |
| 2019 | ||
|
Fall 2019 September 8 - 10, 2019 |
Retirement Investing: The State of the Art Part II Cambridge, MA |
Summaries Agenda |
|
Spring 2019 May 14 - 15, 2019 |
AI in Finance plus Retirement Investing: The State of the Art Part I New York, NY |
Summaries Agenda |
| 2018 | ||
|
Fall 2018 September 30 - October 2, 2018 |
FinTech Cambridge, MA |
Summaries Agenda |
|
Spring 2018 March 11 - 13, 2018 |
Behavioral Finance Los Angeles, CA |
Summaries Agenda |
| 2017 | ||
|
Fall 2017 September 24 - 26, 2017 |
FinTech & Big Data Cambridge, MA |
Summaries Agenda |
|
Spring 2017 March 12 - 14, 2017 |
Legacy of Jack Treynor, the Future of Active Management and China Investing San Diego, CA |
Summaries Agenda |
| 2016 | ||
|
Fall 2016 September 25 - 27, 2016 |
Long-run Risks, Returns, and ESG Investing Chicago, IL |
Summaries Agenda |
|
Fall 2016 September 11 - 13, 2016 |
JOIM-Oxford-EDHEC, Retirement Investing Oxford, UK |
Agenda |
|
Spring 2016 March 6 - 8, 2016 |
Behavioral Finance Rohnert Park, CA |
Agenda |
| 2015 | ||
|
Fall 2015 October 4 - 6, 2015 |
Challenges and Opportunities in Retirement and Other Long-Horizon Investing Cambridge, MA |
Summaries Agenda |
|
Spring 2015 April 26 - 28, 2015 |
Return and Risk Revisited La Jolla, CA |
Summaries Agenda |
| 2014 | ||
|
Fall 2014 September 21 - 23, 2014 |
Data Science and Institutional & Personal Investing Rohnert Park, CA |
Summaries Agenda |
|
Spring 2014 March 16 - 18, 2014 |
Individual and Institutional Investment Management Issues San Diego, CA |
Summaries Agenda |
| 2013 | ||
|
Fall 2013 September 8 - 10, 2013 |
Asset Allocation Napa, CA |
Summaries Agenda |
|
Spring 2013 March 10 - 12, 2013 |
Private Equity: The Science and Practice co sponsored with Stanford University, Graduate School of Business Stanford, CA |
Summaries Agenda |
| 2012 | ||
|
Fall 2012 September 30 - October 2, 2012 |
Co-sponsored by the Kellogg School of Management, Northwestern University Chicago, IL |
Summaries Agenda |
|
Spring 2012 March 11 - 13, 2012 |
Topics of Special Interest to Plan Sponsors, Endowments and Sovereign Wealth Funds San Francisco, CA |
Agenda |
| 2011 | ||
|
Fall 2011 October 2 - 4, 2011 |
Market Microstructure with an emphasis on High Frequency Trading and Neuroeconomics Boston, MA |
Summaries Agenda |
|
Spring 2011 March 6 - 8, 2011 |
Modern Portfolio Theory: The Evolution & Future” and celebrating 60 years of contribution by Harry M. Markowitz San Diego, CA |
Agenda |
| 2010 | ||
|
Fall 2010 October 3 - 5, 2010 |
Systemic Risk & Asset Allocation Boston, MA |
Agenda |
|
Spring 2010 March 7 - 9, 2010 |
Behavioral Finance San Francisco, CA |
Summaries Agenda |
| 2009 | ||
|
Fall 2009 October 4 - 6, 2009 |
Future of Risk Management Boston, MA |
Summaries Agenda |
|
Spring 2009 March 8 - 10, 2009 |
Liquidity and Leverage San Francisco, CA |
Summaries Agenda |
| 2008 | ||
|
Fall 2008 October 5 - 7, 2008 |
Hedge Funds and Risk Management Boston, MA |
Summaries Agenda |
|
Spring 2008 April 14 - 15, 2008 |
New York Stock Exchange New York, NY |
Summaries Agenda |
| 2007 | ||
|
Fall 2007 September 23 - 25, 2007 |
Boston, MA | Summaries |
|
Spring 2007 March 11 - 13, 2007 |
San Francisco, CA |
Summaries Agenda |
| 2006 | ||
|
Fall 2006 September 17 - 19, 2006 |
Boston, MA |
Summaries Agenda |
|
Spring 2006 March 26 - 29, 2006 |
San Francisco, CA |
Summaries Agenda |