Jeffry Haber, Inc
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Presentations
New York State Society of CPAs - Exempt Organizations Conference Presenter, “Private Foundations,” December 14, 2022, virtual presentation
Foundation Financial Officers Group Co-Presenter, “Administrative Costs Survey,” November 4, 2022, Boston, Massachusetts
The Economics, Finance, Global Management, Accounting, IT, Marketing, MIS, and Healthcare Management Research Conference, Hawaii Paper presentation, “Market Crashes: Should We Care,” June 3, 2022, Honolulu, Hawaii
Foundation, Endowment & Not For Profit Investment Summit Fireside chat, “Respond to the Changing ESG Landscape to Meet Globally Accepted Standards”, May 13, 2022, Toronto, Canada Co-Presenter, “Deliver on Your Sustainability Mandate by Responding to Greenwashing Risks,” May 13, 2022, Toronto, Canada
ABEAI 2021 Conference Paper presentation, “Market Crashes: Is There a Port in the Storm?” November 22, 2021, Maui, Hawaii
Foundation Financial Officers Group Co-Presenter, “Administrative Costs Survey,” October 20, 2021, virtual presentation
19th Annual Foundation, Endowment and Not For Profit Summit Panelist, “Refine and Optimize Your ESG Investment Strategy for Sustained Mission Advancement,” October 13, 2021, virtual presentation
ESG and Impact Investing Summit Panelist, “Optimizing Environmental, Social and Governance (ESG) Factors to Enhance Your Investment Process,” April 14, 2021, virtual presentation
6th Annual Mastering Client Services and RFPs for Institutional Investors Presenter, “Pre-Conference Workshop: Keys to Well-written & Well-Structured RFPs,” April 13, 2021, virtual presentation
Portfolio Summit Virtual ESG Summit Panelist, “ESG & Sustainability in a Post-Crisis World,” March 25, 2021, virtual presentation
Portfolio Summit Virtual Equities Summit Panelist, “US Equities Update,” January 14, 2021, virtual presentation
Foundation, Endowment & Not for Profit Investment Summit Panelist, “Navigate Through Risk with Passive and Active Approaches to Investment,” December 3, 2020, virtual presentation
Portfolio Summit Year End Round Up Panelist, “Portfolio Summits Round Up & Interactive Q&A”, December 3, 2020, virtual presentation
Foundation Financial Officers Group Co-Presenter, “Administrative Costs Survey,” November 16, 2020, virtual presentation
The Evolution of OCIO Panelist, “How Do You Make the OCIO Decision?” November 4, 2020, virtual presentation
The 11th Asian Conference on the Social Sciences Paper presentation, “Managing Small Institutional Portfolios: ETFs as a Viable Alternative to Managers,” May 26, 2020, virtual presentation
Mastering Client Services and RFPs for Institutional Investors Co-Presenter, “Strategies to Enhance the Client Service Customer Journey,” May 15, 2020, virtual presentation
Mastering Client Services and RFPs for Institutional Investors Co-Presenter, “Strategies to Generate Overall Success with Your RFP Production,” May 14, 2020, virtual presentation
NYSSCPA Not-For-Profit Town Hall Teleconference Moderator, COVID-19 Government Programs, April 24, 2020
12th Annual Private Foundations Executive Symposium (PKF O’Connor Davies) Presentation, “Implementing Enterprise Risk Management,” December 10, 2019, New York, New York
ABEAI 2019 Conference Paper presentation, “Passively Active Investing – A Five Year Test,” November 17, 2019, Kauai, Hawaii
The Evolution of OCIO Panelist, “How to Structure a Successful OCIO Agreement and Avoid Problems,” October 29, 2019, Boston, Massachusetts
The Evolution of OCIO Panelist, “Examining Options, Structures and Selecting a Model,” October 29, 2019, Boston, Massachusetts
Foundation Financial Officers Group 2019 Fall Meeting Co-Presenter, “Administrative Costs Survey,” October 4, 2019, San Francisco, California
OCIO Solutions Summit Co-Presenter, “Structuring the OCIO Agreements for Tomorrow,” June 12, 2019, Stamford, Connecticut
The Asian Conference on the Social Sciences (ACSS2019) Paper presentation, “Passively Active Investing – The Case of the University Endowment,” May 21, 2019, Tokyo, Japan
8th Annual Private Equity US Spring Forum Panelist, “Allocation Plans,” May 7, 2019, New York, New York
5th Responsible Investing Summit Panelist, “Investor Panel – Defining and Achieving RI Goals,” April 9, 2019, New York, New York
Mastering Client Services and RFPs for Institutional Investors Workshop Co-Leader, “Pre-Conference Workshop: RFP 101,” March 28, 2019, New York, New York
OCIO & Investment Outsourcing Summit Panelist, “In Today’s World What Constitutes an OCIO and The Value They Can Bring to Your Organization?” March 25, 2019, New York, New York
2019 Wealth Management Impact Investing Forum Moderator and panelist, “The Fantastic Four: An Institution, RIA, MFO and SFO Define “Impact,” March 19, 2019, Boston, Massachusetts
Generating Alpha: ESG as a Core Driver of Institutional Portfolio Performance Presentation, “Investing in Alternatives: Diversifying your Portfolio, Expanding Your Returns, and Understanding your Risks,” February 13, 2019, New York, New York
ABEAI 2018 Conference Paper presentation, “The Omniscience Model: A Test to Determine the Lag Time,” November 17, 2018, Kona, Hawaii
Foundation Financial Officers Group 2018 Fall Meeting Co-Presenter, “Administrative Costs Survey,” October 26, 2018, Santa Barbara, California
Roundtable for Consultants & Institutional Investors Moderator, “Hacking Your Portfolio Via Behavioral Approaches,” October 3, 2018, Chicago, Illinois
13th Annual Alternative Investment Consultants Summit Presenter, “The Role of Real Assets/PE/ESG in Today’s Portfolios”, September 27, 2018, Stamford, Connecticut
OCIO Solutions Summit Panelist, “Why Institutions are Embracing OCIO,” June 13, 2018, Stamford, Connecticut
Endowment & Foundations Roundtable Panelist, “The Great Debates – The Divestment Debate,” June 6, 2018, Boston, Massachusetts
Maximum Results for RFPs and Client Services for Institutional Asset Managers Panelist, “Seeing Into the Future – Adjusting and Adapting to Market Trends,” May 17, 2018, New York, New York
Maximum Results for RFPs and Client Services for Institutional Asset Managers Panelist, “Here’s What We’re Really Looking For: Investors Sound Off,” May 16, 2018, New York, New York
Maximum Results for RFPs and Client Services for Institutional Asset Managers Moderator and Panelist, “ESG and Mission-Driven Investing – The Role of Client Services,” May 16, 2018, New York, New York
7th Annual Private Equity US Forum Panelist, “Limited Partner Roundtable,” May 9, 2018, New York, New York
19th Annual National Business and Economics Society Conference Paper presentation, “The Omniscience Model: Determining the Lag Time,” March 8, 2018, Honolulu, Hawaii XVII International Business and Economy Conference Paper presentation, “The Omniscience Model: Reconciling the Processing Capability With the Processing Need,” January 6, 2018, San Francisco, California ABEAI 2017 Conference Paper presentation, “The Omniscience Model: Determining the Processing Power,” November 16, 2017, Maui, Hawaii. Also served as session chair
Foundation Financial Officers Group 2017 Fall Meeting Co-Presenter, “Administrative Costs Survey,” October 20, 2017, Boston, Massachusetts
Foundation Financial Officers Group 2017 Fall Meeting Moderator, “The Role of the Chief Financial Officer When There is No Internal Chief Investment Officer,” October 19, 2017, Boston, Massachusetts
11th Annual Alternative Investment Consultants Summit Panelist, “Why Private Equity, Commodities and Other Alternative Opportunities Are Gaining Investor Momentum,” July 20, 2017, Stamford, Connecticut
Client Servicing for Institutional Asset Managers and Mastering RFPs and Consultant Databases East Panel presentation, “Investors and Consultants Share Insider Insights on What Makes a Winning RFP Response – And What Doesn’t,” June 27, 2017, Boston, Massachusetts
Client Servicing for Institutional Asset Managers and Mastering RFPs and Consultant Databases East Presentation, “Client Communications That Add Value – Providing Information Clients Need When They Need It,” June 26, 2017, Boston, Massachusetts
The Economics, Finance, Global Management, Accounting, IT, Marketing, MIS, and Healthcare Management Research Conference, Hawaii Paper presentation, “The Omniscience Model: Lagged Correlation,” June 2, 2017, Honolulu, Hawaii
The Economics, Finance, Global Management, Accounting, IT, Marketing, MIS, and Healthcare Management Research Conference, Hawaii Keynote presentation, “Truth in the Age of Trump,” June 2, 2017, Honolulu, Hawaii
The RFP and Client Servicing Boot Camp West Panelist, “Investors Share Insider Insights on What Makes a Winning RFP Response – and What Doesn’t,” April 18, 2017, San Francisco, California
3rd Annual OCIO Outsourcing Solutions Conference Panelist, “Investing in the New Investment World,” February 23, 2017, Stamford, Connecticut 14th Annual Foundation, Endowment & Not for Profit Investment Summit Presenter, “Investment Policy Statement (IPS): Set the Right Investment Objectives and Strategy to Fit Your Organization Needs,” January 17, 2017, Toronto, Canada
XVI International Business and Economy Conference Paper presentation, “The Omniscience Model: Equation Selection,” January 5, 2017, Puerto Montt, Chile
Endowment & Foundation Forum Panelist, “Investment Office Roundtable: Endowments and Foundations Over $500 Million,” November 14, 2016, Boston, Massachusetts
Foundation Financial Officers Group 2016 Fall Meeting Co-Presenter, “Administrative Costs Survey,” November 11, 2016, San Francisco, California
Valuation of Hard‐to‐Value Securities & Portfolios Panelist, “The Due Diligence Process and Beyond: What Investors are Looking For When Analyzing Valuation Procedures,” September 26, 2016, New York, New York
Annual Conference on Management and Social Sciences Paper presentation, “Preparing the Statement of Cash Flows Using the Direct Method,” August 10, 2016, Honolulu, Hawaii. Also served as session chair.
29th Annual Endowments and Foundations Summer Forum Moderator, “Leveraging … For Fee Concessions,” August 1, 2016, Manchester Village, Vermont
Marketing & Sales for Institutional Asset Managers Moderator, “Investor/Consultant Panel: Decision-Makers Explain How You Can Put Your Firm in the Best Possible Position to Get the Mandate,” July 25, 2016, New York, New York
The 5th Annual OCIO and Investment Outsourcing Summit Panelist, “Understanding Fees Relative to Your Provider’s Value Proposition,” May 24, 2016, New York, New York
Spring ETP Forum Panelist, “Institutional Asset Owners Roundtable,” April 6, 2016, New York, New York
Investment Consultants Forum Moderator, “A Look at Today’s Consultant Industry: What’s New and Where Are We Headed?” March 8, 2016, New York, New York
Alternative Investment Consultants Summit Panelist, “Institutional Investors Explain Why They Are Embracing Alternatives,” February 25, 2016, Greenwich, Connecticut
Global Conference on Business and Finance Presentation, “Spliced Correlation – Theory Development,” December 6, 2015, Honolulu, Hawaii
Aksia Lunch & Learn Presentation, “Unconventional Thinking,” November 20, 2015, New York, New York
Manager Selection, Due Diligence and Oversight Speaker, “Opening Institutional Investor Panel: How Can We Know if We’re Hiring & Retaining the Right Advisors & Managers?” November 9, 2015, New York, York
Hawaii International Conference on Business Paper presentation, “Forecasting Portfolio Balance Using Return Mean, Standard Deviation and Spending,” October 12, 2015, Honolulu, Hawaii. Also served as session chair
Foundation Financial Officers Group 2015 Fall Meeting Co-Presenter, “Administrative Costs Survey,” October 9, 2015, New York, New York
EisnerAmper & Blue River Partners Industry Event Panelist, “Trends in Outsourcing of Alternative Investment Managers Back-Office Operations and Regulatory Compliance Functions From an Institutional Investors Perspective,” September 30, 2015, Dallas, Texas
28th Annual Endowments and Foundations Summer Forum Moderator, “Smart Beta,” July 27, 2015, Manchester Village, Vermont
2015 Maui International Business Conference Paper presentation, “Assessing The Relevancy Of The “Real” Component Used In An Investment Return Target,” January 5, 2015, Maui, Hawaii. Also served as session chair.
Emerging Market Forum Symposium Chairman, May 13, 2015, New York, New York
Emerging Market Forum Benchmarking Session Leader, May 13, 2015, New York, New York
Emerging Market Forum Moderator, “Private Markets Strategies and Your EM Portfolio,” May 13, 2015, New York, New York
EisnerAmper Panelist, “The State of the Fund of Hedge Fund (FOHF) Industry,” April 8, 2015, New York, New York
Foundation Financial Officers Group 2014 Fall Meeting Co-Presenter, “Administrative Costs Survey,” October 24, 2014, Boston, Massachusetts
Foundation Financial Officers Group 2014 Fall Meeting Panelist, “Valuation and Opportunity, FFOG CIO Panel,” October 23, 2014, Boston, Massachusetts
India Investment Forum Moderator, “Plenary Session: Funding India’s Infrastructure,” September 24, 2014, New York, New York
India Investment Forum Moderator, “Panel Session: Power, Coal and Renewable Energy,” September 24, 2014, New York, New York
27th Annual Endowments and Foundations Summer Forum Moderator, “What is Inflation in an Endowment and Foundation Context,” July 28, 2014, Manchester Village, Vermont
8th Annual Summer Alternative Investment Consultants Summit Speaker, “Institutional Investors’ Changing Attitude,” July 9, 2014, Greenwich, Connecticut
Endowments and Foundations Roundtable Presenter, “Food for Thought: Interactive Brain Teaser,” June 4, 2014, Boston, Massachusetts
Hawaii International Conference on Business Paper presentation, “Can Active Management Outperform a Benchmark: Let’s Stop the Madness – The Benchmark is an Unattractive Investment,” May 22. 2014, Honolulu, Hawaii. Also served as session chair
Global-west Government Funds Roundtable Debater, “In the Spotlight – Do Fees Matter? Featured Debate,” May 9, 2014, London, England
Financial Research Associates Presenter, “From Start to Finish: A Detailed Case Study on Launching and Executing an Outsourced Strategy,” April 29, 2014, Chicago, Illinois
Foundation Financial Officers Group 2014 Spring Meeting Moderator, “Risk and Insurance – A Tour de Force,” April 25, 2014, Chicago, Illinois
Saudi Arabia Institutional Investor Forum Moderator, “Current Opportunities in World Markets: The Investor’s View,” March 11, 2014, Riyadh, Saudi Arabia
Saudi Arabia Institutional Investor Forum Panelist, “Fed Policy and US Economic Prospects: Ramifications for Saudi Arabia’s Investors,” March 11, 2014, Riyadh, Saudi Arabia
Intellectbase International Consortium Paper presentation, “At What Level Do Manager Fees Start to Matter?” December 19, 2013, Las Vegas, Nevada
HFMWeekOnline Panelist, “Operational Innovation: Emerging Trends in Operational Best Practice,” November 13, 2013, New York, New York
Foundation Financial Officers Group 2013 Fall Meeting Co-Presenter, “Administrative Costs Survey,” October 11, 2013, New York, New York
The Outsourced CIO Summit Panelist, “On-going Monitoring and Performance Evaluation,” September 25, 2013, Boston, Massachusetts
The Outsourced CIO Summit Panelist, “An In-depth Examination of Various Outsourcing Models,” September 24, 2013, Boston, Massachusetts
San Francisco Private Investment Fund Forum Keynote Address, “Endowments and Foundations: How Institutional Investors View and Use Alternative Investments,” October 17, 2013, San Francisco, California
Endowment and Foundation Forum Moderator, “Challenges Facing Endowments and Foundations,” October 7, 2013, Boston, Massachusetts
Foundation Financial Officers Group Webinar presenter, “Investment Related Accounting Issues,” August 20, 2013
26th Annual Endowments and Foundations Summer Forum Moderator, “Outsourcing Investment Policy Statements – Direction for Portfolio Construction,” July 29th, 2013, Manchester Village, Vermont The Outsourced CIO Summit Panelist, “An In-depth Examination of Various Outsourcing Models,” June 24, 2013, Miami Beach, Florida
The Outsourced CIO Summit Panelist, “How to Hire an Outsourcer: RFP, RFI, or Specialized Search Firm?” June 24, 2013, Miami Beach, Florida
Hawaii International Conference on Business Paper presentation, “Resolving the Dichotomy Between Investors and Managers About Whether Active Management Beats the Index,” May 25, 2013, Honolulu, Hawaii. Also served as session chair
Endowments & Foundations Roundtable Moderator, “Opportunistic Investing vs. Eight Percent Guaranteed – What Would You Do?” June 5, 2013, Boston, Massachusetts
HFMWeekOnline Speaker, “US Breakfast Briefing: Institutional Investors Playing a More Active Role in Portfolio Management and Investing in Direct Investment Strategies,” May 21, 2013, New York, New York
3rd Annual Emerging Markets Forum Moderator, “Frontier Markets: The Why, the Where, and the How Panel,” May 7, 2013, New York, New York
Foundation Financial Officers Group 2013 Spring Meeting Session Chair, “International Financial Reporting Standards,” April 17, 2013, London, England
New York State Society of CPAs Co-Presenter, “International Activities,” 2013 Nonprofit Conference, January 10, 2013, Rochester, New York and January 17, 2013, New York, New York
Intellectbase International Consortium Paper presentation, “The Failure of Equity Managers to Beat Their Benchmark: Lord, is it I (Or is it the Benchmark)? December 14, 2012, Las Vegas, Nevada. Also served as session chair
Foundation Financial Officers Group 2012 Fall Meeting Co-Presenter, “Administrative Costs Survey,” October 12, 2012, San Francisco, California
The 18th Annual Institutional Investment Conference Panelist, “An Inevitable Convergence of Returns?” September 10, 2012, San Francisco, California
25th Annual Endowments and Foundations Summer Forum Moderator, “Investment Benchmarking: Purpose and Techniques,” July 23rd, 2012, Manchester Village, Vermont
The 12th Annual Valuation of Hard-to-Value Securities and Portfolios Panelist, “Successfully Addressing Key Testing and Auditing Issues that Pertain to Valuations,”, June 11, 2012, New York, New York
New York Real Estate Opportunity & Private Fund Investing Forum Panelist, “Emerging Managers: Are Institutional Investors Increasingly Making Allocations to These Managers,” May 31, 2012, New York, New York
3rd Annual Alternative Investments Summit Panelist, “Investor Roundtable: Current Attitudes and Allocations to Alternatives,” May 30th, 2012, New York, New York
Hawaii International Conference on Business Paper presentation, “Fooled by Correlation: How Blind Acceptance of Correlation Dogma Destroys Diversification,” May 26, 2012, Honolulu, Hawaii. Also served as session chair
The 18th Annual Global Hedge Fund Summit Panelist, “Best Practices in Risk Management: Perspectives throughout the Trade Cycle,” April 16, 2012, Southampton, Bermuda
Emerging Markets Forum Moderator, “Consultants’ Panel: How Much?” March 28, 2012, New York, New York
6th Real Estate Private Equity Summit Panelist, “Real Estate Specific Investment Focus,” March 7, 2012, New York, New York
Investment Consultants Forum Moderator, “The Evolving Role of Investment Consultants,” March 2, 2012, New York, New York
New York State Society of CPAs Panelist, “Ask the Experts,” 2012 Nonprofit Conference, January 12, 2012, Rochester, New York and January 19, 2012, New York, New York
International Business and Economy ConferencePaper presentation, “Correlations in an Investing Context: Prices or Returns?” January 7, 2012, Kona, Hawaii. Also served as session chair
Intellectbase International Consortium Paper presentation, “Of “Real” Investment Returns,” December 16, 2011, Las Vegas, Nevada
CIO Summit Panelist, “What is an Opportunistic Portfolio?” October 27, 2011, New York, NY
The 17th Annual Institutional Investment Conference Panelist, “Between a Rock and a Hard (Asset) Place,” September 27, 2011, San Francisco, California
Endowment and Foundation Forum Panelist, “Investment Styles and Strategies … The Endowment Model,” September 21, 2011, Boston, Massachusetts
The Foundations and Endowments Summit Panelist, “The Risk-Return Tradeoff,” September 19, 2011, Miami Beach, Florida
24th Annual Endowments and Foundations Summer Forum Co-Moderator, “International Equities: Volatility, Opportunities and Risks,” July 25, 2011, Manchester Village, Vermont
Hedge Fund Accounting, Auditing, and Administration Forum Panelist, “Successfully Addressing Key Valuation Issues,” July 18, 2011, New York, New York
Endowments and Foundations Roundtable Co-Moderator, “Asset Allocation,” June 7, 2011, Boston, Massachusetts
The 12th Annual US Real Estate Opportunity & Private Fund Investing Forum Panelist, “Measuring Fund Performance,” June 2, 2011, New York, New York
Hawaii International Conference on Business Paper presentation, “A New Normal for Portfolios: Construction, Assessment & Design,” May 26, 2011, Honolulu, Hawaii. Also served as session chair
17th Annual Global Hedge Fund Summit Panelist, “Expanding the Borders of Active Investing,” May 2, 2011, Southampton, Bermuda
Alternative Investing Forum Spring 2011 Panelist, “How to Identify and Select Alpha Managers,” April 12, 2011, New York, New York
Real Estate Investment & Search Consultants Congress Panelist, “Choosing Among Real Estate Vehicles: What Are You Recommending and Why,” March 30, 2011, New York, New York. Also served as moderator
The Middle East Investment Management Summit Panelist, “Emerging Markets: A New Classification Needed?” March 2, 2011, Abu Dhabi, United Arab Emirates
Investment Management Institute Presenter, “The New Endowment Model and the Use of Hedge Funds,” January 27, 2011, Greenwich, Connecticut
International Business and Economy Conference Paper presentation, “The Financial Crisis: Did the Market Go to 1?” January 7, 2011, Guadalajara, Mexico
New York State Society of CPAs Panelist, “Ask the Experts,” 2011 Nonprofit Conference, January 6, 2011, Rochester, New York and January 13, 2011, New York, New York
Strategic Investments Forum Panelist, “The Future of the Hedge Fund Industry: Returns, Fees, and the New Transparency Imperative,” December 7, 2010, Dallas, Texas
12th Annual Endowment & Foundation Forum Panelist, “Challenges Facing Endowments and Foundations, past, present and future.” November 1, 2010, Boston, Massachusetts
4th Real Estate Private Equity Summit Panelist, “Comparing Performance Among Real Estate Private Equity Funds,” October 20, 2010, New York, New York
Asset Allocation Forum in Alternatives 2010 Panelist, “Asset Liability Management for Different Investors and the Role of Alternatives,” October 18, 2010, New York, New York
The International Business and Economic Research Conference Paper presentation, “Under-reporting of Returns by Alternative Asset Funds,” October 11, 2010, Las Vegas, Nevada
The 16th Annual Institutional Investment Conference Panelist, “Balancing Liquidity Needs with Alpha Generation,” September 28, 2010, San Francisco, California
Alternative Investment Summit Panelist, "How Institutional Investors are Approaching the Hedge Fund Market," September 21, 2010, San Diego, California
2010 Investment Forum for Endowments, Foundations and Pension Funds Panelist, “Investor Outlook,” September 14, 2010, New York, New York
23rd Annual Endowments and Foundations Summer Forum Co-Moderator, “What Risks are Embedded in Your Portfolio?” July 27, 2010, Manchester Village, Vermont
Hedge Fund Investor Symposium Panelist, “Finding the Right Solutions for Effective Transparency,” June 22, 2010, New York, New York
US Real Estate Opportunity & Private Fund Investing Forum Panelist, “The Limited Partner Roundtable,” June 4, 2010, New York, New York
SuperReturn US Panelist, “Investor Due Diligence of Private Equity Funds: Changing Investor Expectations of Transparency, Reporting, Fund Infrastructure & Valuation Process,” June 3, 2010, Boston, Massachusetts
Hawaii International Conference on Business Paper presentation, “Does the Market go to 1?” May 30, 2010, Honolulu, Hawaii
Argyle Executive Forum Panelist, “Investor Outlook,” Endowment & Foundation Spotlight: Investing in Hedge Funds May 26, 2010, New York, New York
16th Annual Global Hedge Fund Summit Panelist, “Separating Talent from Luck (or Leverage),” May 3, 2010. Also served as moderator, Southampton, Bermuda
GAIMOps Cayman Panelist, “Renegotiating the Industry Standard – What are the New Fee Structures Being Put into Place to Align Liquidity Terms & Lock-Up Periods to Underlying Securities,” March 1, 2010, Grand Cayman, Cayman Islands
New York State Society of CPAs Panelist, “Ask the Experts,” 2010 Nonprofit Conference, January 14, 2010, New York, New York
International Business and Economy Conference Paper presentation, “Do the Unrealized Gains In Alternative Assets Ever Become Realized?” January 8, 2010, Prague, Czech Republic. Also served as session chair
New York State Society of CPAs Co-Chair, 2010 Nonprofit Industry Conference, Rochester, NY, January 7, 2010 and New York, New York, January 14, 2010
11th Annual Endowment & Foundation Forum Panelist, “Challenges Facing Endowments and Foundations, past, present and future,” October 25, 2009, Boston, Massachusetts
GAIM Plan Panelist, “Transparency and Risk Management – Resolving the Conflict Between Investors’ Need for Information and Independent Risk Management and Managers’ Need for Flexibility and Efficiency,” October 19, 2009, New York, New York
The International Business and Economic Research Conference Paper presentation, “Does the Market Go to 1?” October 5, 2009, Las Vegas, Nevada
6th Annual India Investment Forum Panelist, “Institutional Investors Perspectives – The Brave New World of Investment,” September 18, 2009, New York, New York
22nd Annual Endowments and Foundations Summer Forum Co-Moderator, “The Myth of Diversification in the Market Implosion of 2008,” July 27, 2009, Manchester Village, Vermont
Annual Hedge Fund Investor Symposium Panelist, “Madoff and Beyond – The Impact and Meaning of Blowups, Frauds and Mismanagement,” June 24, 2009, New York, New York
Hawaii International Conference on Business Paper presentation, “The Problems in Quantifying Risk,” June 12, 2009, Honolulu, Hawaii
Council on Foundations “Emerging Liquidity Issues for Foundations,” May 5, 2009, Atlanta, Georgia
Global Commodities Investment Forum Panelist, “Recognizing and Defining Investment Risk: Possibilities and Pipe Dreams,” February 2, 2009. Also served as moderator, New York, New York.
New York State Society of CPAs Panelist, “Ask the Experts: Audit and Accounting, Tax and Governance Issues Affecting Nonprofit Organizations,” January 7, 2009 Rochester, New York and January 14, 2009 New York, New York
New York State Society of CPAs Co-Chair, 2009 Nonprofit Industry Conference, Rochester, New York, January 7, 2009 and New York, New York, January 14, 2009
Opal Financial Group Panelist, “Manager Selection,” December 15, 2008, New York, New York
15th Annual MARHedge Global Hedge Fund Summit Panelist, “Still the Right Time for Commodities?” October 28, 2008, Southampton, Bermuda
Foundation Financial Officers Group 2008 Fall Meeting Panelist, “Risk: Questions You Should be Asking Your Managers,” October 16, 2008, Boston, Massachusetts
The International Business and Economic Research Conference Paper presentation, “Optimal Spending in a Private Foundation: Using Confidence Intervals,” October 1, 2008, Las Vegas, Nevada. Also served as session chair
Kazakhstan Investment Forum Panelist, “The Continuing Jewel in the Crown: The Extractive Industries,” September 19, 2008. Also served as moderator, New York, New York
Commodities Portfolio Management 2008 Panelist, “Clarifying Asset Correlation to Achieve Maximum Diversification,” September 17, 2008, Boston, Massachusetts.
13th Annual European Conference on Alternative Investments Keynote Speech, “The Correlation of Uncorrelated Asset Classes,” June 2, 2008, Dublin, Ireland
Hawaii International Conference on Business Paper presentation, “Correlation of Uncorrelated Asset Classes: Near Term Issues, May 23, 2008, Honolulu, Hawaii. Also served as session chair
Asian Commodities Investment Forum Keynote Speech, “Beyond Simple Index Investing?” April 30, 2008, Singapore
Asian Commodities Investment Forum Panelist, “Commodities as Part of Asset Allocation: Cyclic Opportunistic Market to Genuine Asset Class?” April 30, 2008, Singapore
Foundation Financial Officers Group 2008 Spring Meeting Moderator and panelist, “Endowment Investments – Dealing With the Unknowns,” April 17, 2008, London, England International Business and Economy Conference Paper presentation, “Correlation of Uncorrelated Asset Classes,” January 11, 2008, San Francisco, California. Also served as session chair
14th Annual MARHedge Global Hedge Fund Summit Panelist, “Commodities in Institutional Portfolios – Supply & Demand Dynamics: Where are the Opportunities and the Risks?” October 30, 2007, Southampton, Bermuda
The International Business and Economic Research Conference Paper presentation, “The Optimal Level of Spending in a Private Foundation Given Known Parameters,” October 3, 2007, Las Vegas, Nevada. Also served as session chair
Foundations and Endowments Summit Panelist, “Navigating the Alternative Landscape: What is an Alternative?” September 2007, Hot Springs, Virginia
Infrastructure Investment Forum Panelist, “An Exercise in Comparisons and Contrasts: Infrastructure Investments v. Alternative Investments,” June 28, 2007, New York, New York
International Quality and Productivity Center Panelist, “Opportunities and Risks in Increasing the Role of Commodities in Your Portfolio,” June 26, 2007, Chicago, Illinois
Endowments and Foundations Roundtable Panelist, “Commodities: Will the Boom Continue and for How Long,” Endowments and Foundations Roundtable, June 5, 2007. Also served as moderator, Boston, Massachusetts
4th Annual China Investment Forum Panelist, “Metals and Mining Sector,” June 1, 2007, New York, New York
Hawaii International Conference on Business Paper presentation, “A Primer on Investment Vehicles for Non-Profits, Foundations and Endowments,” May 25, 2007, Honolulu, Hawaii. Also served as session chair
Investment Management Institute Moderator, “Anticipating Your Audit of Allocations to Alternative Investments to Comply With New Guidelines,” April 24, 2007, Greenwich, Connecticut
The Search for Alpha Forum Panelist, “Managing the Cycles in Alternative Investments,” March 22, 2007. Also served as moderator, San Francisco, California
Global Commodities Conference Panelist, “Evaluating the Role of Commodities in an Institutional Portfolio: The Investors’ Perspective,” January 29, 2007, New York, New York
International Business and Economy Conference Paper presentation, “Earnings Quality Ratings and Corporate Governance: Do Companies with Good Governance Have Financial Statements that Better Reflect Reality?” January 5, 2007, San Francisco, California
Investment Management Institute Moderator, “New AICPA Guidelines for Auditing Your Allocations to Alternative Investments,” November 8, 2006, Greenwich, Connecticut
The International Business and Economic Research Conference Paper presentation, “The Myth of Teaching Ethics at the Cure for Business Scandal, and the Solution”, October, 2006, Las Vegas, Nevada
Asia-Pacific Conference Paper presentation, “Earnings Quality Ratings,” October 17, 2006, Maui, Hawaii
Hawaii International Conference on Business Paper presentation, “New Accounting for a New World,” May 25, 2006, Honolulu, Hawaii
International Business and Economy Conference Panel presentation, “Why Ethics is Not Optional for the 21st Century,” January 7, 2006, Honolulu, Hawaii
American Association of Accounting and FinancePaper presentation, “Cases in Managerial Accounting,” December 10, 2005, New Orleans, Louisiana
The International Business and Economic Research Conference Paper presentation, “The Irrelevance of the Literature Review in Academic Papers,” October 2005, Las Vegas, Nevada. Chosen Best Paper
Hawaii International Conference on Business Paper presentation, “Rating the Quality of Corporate Earnings: Krispy Kreme Doughnuts,” May 28, 2005, Honolulu, Hawaii. Also served as session chair
International Business and Economy Conference Paper presentation, “Quality of Earnings Ratings,” January 8, 2005, Honolulu, Hawaii
American Association of Accounting and Finance Paper presentation, “Development of a New Framework for Evaluating Bankruptcy Prediction Models,” December 11, 2004, New Orleans, Louisiana. Also served as session chair
The International Business and Economic Research Conference Paper presentation, “Evaluating Bankruptcy Prediction Models,” October 5, 2004, Las Vegas, Nevada. Chosen Best Paper. Also served as session chair
Hawaii International Conference on Business Paper presentation, “Theoretical Development of Bankruptcy Prediction Variables”, June 22, 2004, Honolulu, Hawaii
American Association of Accounting and Finance Paper presentation, “Graphic Depiction of Financial Statements,” December 2003, New Orleans, Louisiana
The International Business and Economic Research Conference Paper presentation, “Graphic Depictions in Annual Reports: A New Schema for Presentation,” October 8, 2003, Las Vegas, Nevada. Chosen Best Paper
Hawaii International Conference on Business Paper presentation, “The Future of Accounting Education: Evidence for Specialization”, June 19, 2003, Honolulu, Hawaii
American Society of Business and Behavioral SciencesPaper presentation, “Can Accounting Education Get Any Less Relevant: Re-Inventing the Introductory Course In Accounting,” February 21, 2003, Las Vegas, Nevada
American Association of Accounting and Finance Paper presentation, “The Increasing Irrelevance of Accounting, Financial Statements and Auditors,” December 5, 2002, New Orleans, Louisiana
Hawaii International Conference on Business Paper presentation, “Negative Interest: Uses and Applications in Accounting Education,” June 19, 2002, Honolulu, Hawaii. Also served as session chair
American Society of Business and Behavioral Sciences Paper presentation, “Dow Jones Industrial Average: Simply a Media Darling or a True Reflection of the Stock Market?” February 8, 2002, Las Vegas, Nevada
Hawaii International Conference on Business Paper presentation, “Re-Defining Accounting Concepts: A New Definition of Land,” June 14, 2001, Honolulu, Hawaii American Society of Business and Behavioral Sciences Paper presentation, “Theoretical Inconsistencies in Accounting: Where is the Salvage Value?” February 23, 2001, Las Vegas, Nevada. Also served as session chair
American Society of Business and Behavioral Sciences Paper presentation, “Theoretical Inconsistencies in Accounting: Why Don’t We Depreciate Land?” February 25, 2001, Las Vegas, Nevada
New York State Society of CPAs Co-Chair, 1998 Nonprofit Industry Conference, Rochester, New York, January 13, 1998 and New York, New York, January 20, 1998
New York State Society of CPAs Co-Chair, 1997 Nonprofit Industry Conference, Rochester, New York, January 7, 1997 and New York, New York, January 14, 1997
New York State Society of CPAs Evening technical session, "Solving Implementation Issues: SFAS 116 and 117," New York, New York, May 16, 1996
New York State Society of CPAs Co-Chair, 1996 Nonprofit Accounting Conference, Rochester, NY, January 10, 1996 and New York, New York, January 17, 1996
American Accounting Association Paper reviewer, Government and Nonprofit Section, Northeast Regional Meeting, Binghamton, New York, April 25, 1997
American Accounting Association Paper Presentation: "Quantification of the Nonprofit Advantage: A Case Study", Northeast Regional Meeting, Hartford, Connecticut, April 20-22, 1995
American Accounting Association Paper Presentation:
"Nonprofit Competition with Small Business: A Roadmap Leading to Answers", Northeast Regional Meeting, Buffalo,
New York, April 28-30, 1994
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