Hawk Center Fall Investment Conference 2014

Hawk Center Fall Investment Conference 2014

Join Us! The Hawk Center Fall Investment Conference 2014 will take place on October 9 - 11, 2014, at Union South.

We believe this year's conference will be one of the best events we’ve ever put together, as you will have an opportunity to:
• Hear nationally renowned speakers address critical investment topics.
• Get an update on the current state of ASAP and the Hawk Center and participate in a discussion of our vision for the future.
• Reunite with other ASAP alumni.
• Watch the Badger football team take on the Fighting Illini.

Hawk Center Fall Investment Conference 2014

Click Here to view the Agenda as a pdf

October 10th, 2014
Union South – Varsity Hall (2nd Floor)
1308 W. Dayton Street
Madison, WI

Thursday, October 9th

7:00 – 9:00 pm     Welcome Reception  (Fluno Center)

               Drinks & appetizers provided 

Friday, October 10th


8:30 – 9:15 am      Check-in / Breakfast  

9:15 – 9:30 am      Opening Message

                                 Brian A. Hellmer, CFA 


9:30 - 10:30 am    The Success Equation - Untangling Skill and Luck

                                Michael J. Mauboussin

                                Director of Global Strategy – Credit Suisse

10:30– 11:30 am    Fixed Income Market Outlook

                                 Jeff Rosenberg

                                Chief Investment Strategist, Blackrock

11:30 – 12:45 pm   Lunch Presentation: Changing Dynamics within Equity Research

                                 Robert van Brugge 

                                 CEO, Bernstein Research

1:00 – 2:00 pm      Global Demographic Trends and Their Implications for Investors

                                 Dick Hokenson

                                 ISI Group

2:00 – 2:15 pm      Coffee Break                                                                                    

2:15 – 2:45 pm      Wisconsin School of Business Update

                                  Dean François Ortalo-Magné

                                  Wisconsin School of Business

2:45 – 3:30 pm       Hawk Center Update

                                Prof.  Mark Ready

                                Academic Director – Hawk Center


                                Brian Hellmer, CFA

                                Director – Hawk Center

3:30 – 4:15 pm        Refreshment Break 

4:15 – 4:30 pm        UW Foundation Update

                                   Michael Knetter

                                   Chief Executive Officer – UW Foundation

4:30 –5:30 pm         A Consistently Winning Process / Q&A    

                                   Bo Ryan 

                                   Head Coach – Wisconsin Men’s Basketball

5:30 – 6:15 pm       Cocktail Reception  

6:15 – 7:30 pm       Dinner   

                                   Class Attendance Awards                                              


8:00 – Midnight       Social Reception

BrickHouse BBQ
408 West Gorham
(1 block from Fluno)

Saturday, October 11th 


2½ hrs before game  Optional Event: Tailgate Party

                                    Fluno Center: Food/Beverages Provided

TBD                          Optional Event: Badgers vs. Illinois      

Hawk Center Fall Investment Conference 2014

Speakers will include:

Speaker Bios and Headshots (click here to access as a pdf)

Michael Mauboussin - Director of Global Strategy, Credit Suisse
Mauboussin Headshot

Michael J. Mauboussin is a Managing Director of Credit Suisse in the Investment Banking division, based in New York. He is the Head of Global Financial Strategies, providing thought leadership and strategy guidance to external clients and internally to Credit Suisse professionals based on his expertise, research and writing in the areas of valuation and portfolio positioning, capital markets theory, competitive strategy analysis, and decision making.

Prior to rejoining Credit Suisse in 2013, he was Chief Investment Strategist at Legg Mason Capital Management. Mr. Mauboussin originally joined Credit Suisse in 1992 as a packaged food industry analyst and was named Chief U.S. Investment Strategist in 1999. He is a former president of the Consumer Analyst Group of New York and was repeatedly named to Institutional Investor's All-America Research Team and The Wall Street Journal All-Star survey in the food industry group.

Mr. Mauboussin is the author of The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing, Think Twice: Harnessing the Power of Counterintuition, and More Than You Know: Finding Financial Wisdom in Unconventional Places-Updated and Expanded. He is also co-author, with Alfred Rappaport, of Expectations Investing: Reading Stock Prices for Better Returns.

Mr. Mauboussin has been an adjunct professor of finance at Columbia Business School since 1993 and is on the faculty of the Heilbrunn Center for Graham and Dodd Investing.

Mr. Mauboussin earned an A.B. from Georgetown University. He is also chairman of the board of trustees of the Santa Fe Institute, a leading center for multi-disciplinary research in complex systems theory.

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Jeff Rosenberg - Chief Fixed Income Investment Strategist, Blackrock
Rosenberg Headshot

Jeffrey Rosenberg, Managing Director, is BlackRock's Chief Investment Strategist for Fixed Income. His responsibilities include working closely with the Chief Investment Officer of Fundamental Fixed Income, Fundamental Portfolios and Team to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodities.

Prior to joining BlackRock, Mr. Rosenberg spent nearly 10 years at Bank of America Merrill Lynch as the Chief Credit Strategist. His most recent role included coordination of strategy across all Fixed Income, Securitized Assets, Credit, FX and Commodities and formulating tactical and strategic risk-taking recommendations for external clients and internal trading desks. He brought innovation to his credit strategy work producing the first commercialized quantitative corporate credit analytics system from a dealer firm. At BAML, he and his team were consistently ranked in the top Institutional Investor High Grade Strategy Teams and General and High Yield Strategy Teams. The highly regarded Situation Room report, for which he was editor and contributor, continues to be ranked among the top research reports in our industry.

Mr. Rosenberg earned a MS degree in computational finance from Carnegie Mellon, a BA degree in mathematics from the University of Minnesota, and a BA degree in finance from the University of Wisconsin. He has been a Chartered Financial Analyst since 1997.

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Robert van Brugge - CEO, Bernstein Research
van Bruggee Headshot
Robert van Brugge is the Chairman and CEO of Sanford C. Bernstein, a position he assumed in December 2011. Prior to that, he served as global director of research for SCB. Van Brugge was formerly a senior research analyst, and was named to Institutional Investor’s All-America Research team. Prior to joining the firm in 2002, he was an associate principal with McKinsey & Company, where he focused on corporate finance and the consumer goods sector for six years, and prior to graduate school, he served as a commercial lender with First Colonial Bankshares Corp. Van Brugge earned a BA (with honors) in political science and economics from Roosevelt University and an MBA from the Wharton School of the University of Pennsylvania, where he was recognized as a Palmer Scholar. 

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Dick Hokenson - Global Demographics Analyst, ISI Group
Hokenson Headshot
Dick Hokenson is a Senior Managing Director and heads ISI’s Global Demographics Research Team. Prior to joining ISI in 2012, Dick founded Hokenson & Company in 2002, an independent consulting firm. Dick spent most of his career at DLJ as their chief economist and then at CSFB, and was a pioneer in applying demographics to economics and markets.

Dick graduated from the University of California at Berkeley in 1967 and received an MA in Economics from the University of Michigan in 1973. Dick did his PhD research at New York University. Dick is a member of the International Union of Social Science Professionals, the Population Association of America, the Society of Labor Economists and is a trustee of the Population Reference Bureau (PRB). Dick is a member of the Executive Committee of PRB and chairs the Investment Committee.

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Bo Ryan - Head Coach, Wisconsin Badgers basketball team
Ryan HeadshotSince being hired as the head coach at Wisconsin, Bo Ryan has elevated the program to heights previously unseen in Madison. In 2014, Ryan and the Badgers climbed even higher, reaching the program's first Final Four since 2000 and winning 30 games for just the third time in school history.

With over 700 wins, 17 championships and countless conference and national coach of the year accolades, there is little doubt that Ryan is among the great coaches in college basketball history.

Now as Ryan enters his 31st season as a head coach in 2014-15 - his 14th atop the Wisconsin program - it's difficult to decide which is more impressive, his incredible longevity or his unparalleled success. It is, however, safe to say that the combination of the two is what elevates Ryan among college basketball's elite.

Owning the most wins in UW annals (321 entering 2014-15), Ryan became the 40th NCAA coach to reach the 700-win plateau and is one of just five active Division I coaches to reach that hallowed ground. Ryan's career winning percentage of .759 (704-224) is seventh all-time among coaches with 700 career wins. Among Div. I coaches in the 700-win club, Ryan's win percentage trails only John Wooden, Roy Williams, Jerry Tarkanian, Dean Smith and Mike Krzyzewski.

A member of five Halls of Fame, Ryan has been enshrined into the Wilkes College Athletic Hall of Fame (2003), the Delaware County Chapter of the Pennsylvania Sports Hall of Fame (2008), the Pennsylvania Sports Hall of Fame (2011), the Wisconsin Basketball Coaches Association Hall of Fame (2011) and the Wisconsin Intercollegiate Athletic Conference Hall of Fame (2012).

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François Ortalo-Magné - Dean, Wisconsin School of Business
Dean Ortalo Magne HeadshotFrançois Ortalo-Magné became the Albert O. Nicholas Dean of the Wisconsin School of Business on September 1, 2011. Building on the school’s tradition of innovation and expertise in applied learning, Ortalo-Magné is positioning the school to transform business education, advancing a bold strategy that redefines the partnership between universities and the business community, in order to address business challenges, inspire leadership, and improve lives.

Prior to his current role, Ortalo-Magné served as the Robert E. Wangard Professor of Real Estate and chaired the school’s Department of Real Estate and Urban Economics. In his role as department chair, he developed an innovative partnership between the school and three leading international business schools—HEC Paris, Hong Kong UST School of Business, and INCAE Costa Rica—to deliver a new degree, the Global Real Estate Masters (GREM).

Ortalo-Magné’s research focuses on the determinant of housing prices and housing market fluctuations, and his academic papers have been published in top economics and real estate journals. He has also published books and monographs targeted at policymakers and general audiences on housing, agricultural, and environmental issues.

Ortalo-Magné has advised the French government on land use and housing policy issues as a member of the Conseil Economique du Dévelopement Durable. He was awarded the distinctions of Counselor of Real Estate (United States) and Fellow of the Royal Institution of Chartered Surveyors (United Kingdom). He has been a regular keynote speaker at international real estate conferences, including MIPIM and AFIRE.

Prior to joining the Wisconsin School of Business in 2001, Ortalo-Magné was a tenured faculty member of the Economics Department at the London School of Economics. He received a Ph.D. in economics from the University of Minnesota in 1995 and a Masters in Agricultural Engineering and Management (Ingénieur Agricole) from France’s Ecole Supérieure d’Agriculture de Purpan in 1990.

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Mike Knetter, Ph.D - President & Chief Executive Officer, UW Foundation
Knetter Headshot Michael M. Knetter joined the University of Wisconsin Foundation as president and chief executive officer on October 16, 2010 after eight years as dean of the Wisconsin School of Business. As dean, he orchestrated the novel $85 million Wisconsin Naming Gift, the expansion of Grainger Hall and the restructuring and improved national standing of the full-time MBA. In addition to leading the business school, Knetter worked with the campus leadership team to develop strategies to increase revenue as vice chancellor for advancement beginning in 2010.

Prior to joining the UW-Madison in 2002, he was associate dean of the MBA program and professor of international economics in the Amos Tuck School of Business at Dartmouth College. He also served as senior staff economist for the President’s Council of Economic Advisors for former presidents George H.W. Bush and Bill Clinton.

A native of Wisconsin, Knetter is a director of American Family Insurance and serves as a trustee of Neuberger Berman Funds. Recently he chaired the capital campaign for The Road Home Dane County, a non-profit that assists in finding housing and work solutions for homeless families in Dane County.

Knetter completed his undergraduate studies in economics and mathematics at the University of Wisconsin-Eau Claire and his Ph.D. in economics at Stanford University.

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Brian Hellmer
Hellmer Headshot

Brian Hellmer is the currently the Director of the Hawk Center for Investment Analysis at the University of Wisconsin-Madison’s School of Business (a CFA Program Partner).   As part of this role, Mr. Hellmer trains future professional investors within a year-long class where MBA students manage over $50 million.  Mr. Hellmer also oversees the admissions process, employer relationship development and alumni relations for the Hawk Center.    

From 1996 to 2009, Mr. Hellmer served as a Senior Portfolio Manager and Director of Research at Northern Capital Management, an employee owned high-net worth and institutional investment manager located in Madison Wisconsin.    During his tenure, Mr. Hellmer helped grow the firm to over $2.3 billion in assets under management, and was co-portfolio manager of the firm’s growth fund that was named the Lipper’s “Growth Fund of the Year” in 2000.   Mr. Hellmer and also managed various private wealth and institutional accounts invested in mid-cap equities and fixed income securities.   

Prior to 1996, Mr. Hellmer worked for Bank of America’s investment subsidiary in Boston and Hartford as both an analyst and investment strategist.    During his time at Bank of America, Mr. Hellmer covered various industries such as Retail, Media & Entertainment, Restaurants, Medical Devices and Financial Services. 
Mr. Hellmer is a Chartered Financial Analyst and has a Certificate in Investment Performance Measurement from the CFA Institute.   He holds both an MS and BBA degree in Finance from the Wisconsin School of Business.   He currently serves on various charitable Boards of Directors, and recently served as Chairman of Care Wisconsin, Inc., a managed care organization based in Madison.  

Mr. Hellmer is currently working to improve financial literacy through changes in educational standards and curriculum redesign for students throughout Wisconsin.     One recent project was serving as a financial consultant to the animated children’s series “Secret Millionaire’s Club” featuring Warren Buffett, which originally aired on “The Hub” cable network and is now available for purchase from Amazon.com or iTunes.

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Mark Ready, Ph.D - Academic Director, Hawk Center for Investment Analysis

Ready HeadshotMark Ready holds the Jeffrey Diermeier Chair in the Department of Finance, Investment, and Banking at the Wisconsin School of Business. He is also the department chair of Finance. He came to the University of Wisconsin-Madison in 1990, after completing his PhD at Cornell University.

From the outset, he has been able to bring a practical dimension to his courses, having spent seven years in various finance positions at Ford Motor Company before pursuing his Ph.D.

Ready’s research focus is in investments and he is well known and highly regarded in the academic community. His work has been cited in more than 450 separate articles published in finance and accounting journals, and he has served as associate editor for both the Review of Financial Studies and Financial Management. He has published studies examining risk and return of a variety of trading strategies, ranging from technical trading rules for timing market returns, to strategies that select individual stocks based on various fundamental measures.

Ready has taught both corporate and investments courses in the undergraduate, MBA, and executive programs, and he has served as chair of both the Finance Ph.D. program and the Quantitative Masters of Finance (QMF) program.

Ready’s work has drawn the attention and respect of practitioners and regulators.

He served on NASDAQ’s Economic Advisory Board from 1998-2000, and he was the chief economist and director of the Office of Economic Analysis at the U.S. Securities and Exchange Commission from April 2000 through January 2001.

Ready earned his Ph.D. from Cornell University.

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Hawk Center Fall Investment Conference 2014

Football Game & Tailgate Party
Cheer on the Badgers as they take on the Fighting Illini! We have booked the Fluno Center Courtyard (weather permitting) for a pregame tailgate party. In the event of inclement weather, we will be inside the Fluno Center, in the Oros Executive Dining Room.

You can purchase tailgate and game tickets when you register for the conference. Game time is still currently TBD; we will update with the official tailgate party timing (2.5 hours prior to kickoff) once game time has been set. Tickets will once again be located in the South Endzone.

Hawk Center Fall Investment Conference 2014

Blocks of rooms have been secured at the following locations. Please note that because it is a home football weekend, most hotels have a 2 night minimum.

Please note, we will be running bus service between the Fluno Center(to serve those staying at hotels in that area) and Union South on Friday. All meetings on Friday take place at Union South.

Fluno Center Area Hotels

The Campus Inn
601 Langdon St.
Room release date: 9/2/14
Call to reserve: 800-589-6285
Group name: Hawk Center Investment Conference, Group Reservation Number: 129808
Room Rate Range: $139-229

The Fluno Center - sold out
601 University Ave.
Room release date: 8/25/14
Call to reserve: 608-441-7117
Group name: ASAP

The Hampton Inn  - sold out
440 W. Johnson St.
Room release date: 9/9/14
Reserve Online: http://hamptoninn.hilton.com/en/hp/groups/personalized/M/MSNBJHX-USB-20141009/index.jhtml
Call to reserve: 608-255-0360

The DoubleTree by Hilton
525 W. Johnson St.
Room release date: 9/9/14
Call to reserve: 608-251-5511
Group code: HCI
Room Rate Range: $169-299

Union South Area Hotels

HotelRed - sold out
1501 Monroe St.
Room release date: 9/9/14
Call to reserve: 608-819-8228
Group name: ASAP/Hawk Center

Union South
- Sold Out


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