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Presentations

 

 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, HI

 

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, HI

 

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, Massachussetts

 

Foundation Financial Officers Group

Presenter, “Administrative Costs Survey,” Fall Meeting, November 11, 2016, San Francisco, California

 

Valuation of HardtoValue 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.

 

Financial Research Associates

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

Co-Presenter, “Administrative Costs Survey,” Fall Meeting, 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

 

Investment Management Institute

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.

 

Institutional Investor

Symposium Chairman, Emerging Market Forum, May 13, 2015, New York, New York

 

Institutional Investor

Benchmarking Session Leader, Emerging Market Forum, May 13, 2015, New York, New York

 

Institutional Investor

Moderator, “Private Markets Strategies and Your EM Portfolio,” Emerging Market Forum, 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

Co-Presenter, “Administrative Costs Survey,” Fall Meeting, October 24, 2014, Boston, Massachusetts

 

Foundation Financial Officers Group

Panelist, “Valuation and Opportunity, FFOG CIO Panel,” Fall Meeting, October 23, 2014, Boston, Massachusetts

 

Institutional Investor

Moderator, India Investment Forum, September 24 and 25, 2014, New York, New York

 

Institutional Investor

Moderator, “Plenary Session: Funding India’s Infrastructure,” India Investment Forum, September 24, 2014, New York, New York

 

Institutional Investor

Moderator, “Panel Session: Power, Coal and Renewable Energy,” India Investment Forum, September 24, 2014, New York, New York

 

Investment Management Institute

Moderator, “What is Inflation in an Endowment and Foundation Context,” 27th Annual Endowments and Foundations Summer Forum, July 28, 2014, Manchester Village, Vermont

 

Investment Management Institute

Speaker, “Institutional Investors’ Changing Attitude,” 8th Annual Summer Alternative Investment Consultants Summit, July 9, 2014, Greenwich, Connecticut

 

Institutional Investor

Presenter, “Food for Thought: Interactive Brain Teaser,” Endowments and Foundations Roundtable, 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

 

Institutional Investor

Debater, “In the Spotlight – Do Fees Matter? Featured Debate,” Global-west Government Funds Roundtable, 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

Moderator, “Risk and Insurance – A Tour de Force,” Spring Meeting, April 25, 2014, Chicago, Illinois

 

Institutional Investor

Moderator, “Current Opportunities in World Markets: The Investor’s View,” Saudi Arabia Institutional Investor Forum, March 11, 2014, Riyadh, Saudi Arabia

 

Institutional Investor

Panelist, “Fed Policy and US Economic Prospects: Ramifications for Saudi Arabia’s Investors,” Saudi Arabia Institutional Investor Forum, 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

Co-Presenter, “Administrative Costs Survey,” Fall Meeting, October 11, 2013, New York, New York

 

Financial Research Associates

Panelist, “On-going Monitoring and Performance Evaluation,” The Outsourced CIO Summit, September 25, 2013, Boston, Massachusetts

 

Financial Research Associates

Panelist, “An In-depth Examination of Various Outsourcing Models,” The Outsourced CIO Summit, 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

 

Opal Financial Group

Moderator, “Challenges Facing Endowments and Foundations,” Endowment and Foundation Forum, October 7, 2013, Boston, Massachusetts

 

Foundation Financial Officers Group

Webinar presenter, “Investment Related Accounting Issues,” August 20, 2013

 

Investment Management Institute

Moderator, “Outsourcing Investment Policy Statements – Direction for Portfolio Construction,” 26th Annual Endowments and Foundations Summer Forum, July 29th, 2013, Manchester Village, Vermont

 

Financial Research Associates

Panelist, “An In-depth Examination of Various Outsourcing Models,” The Outsourced CIO Summit, June 24, 2013, Miami Beach, Florida

 

Financial Research Associates

Panelist, “How to Hire an Outsourcer: RFP, RFI, or Specialized Search Firm?” The Outsourced CIO Summit, 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

 

Institutional Investor

Moderator, “Opportunistic Investing vs. Eight Percent Guaranteed – What Would You Do?” Endowments & Foundations Roundtable, 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

 

Institutional Investor

Moderator, “Frontier Markets: The Why, the Where, and the How Panel,” 3rd Annual Emerging Markets Forum, May 7, 2013, New York, New York

 

Foundation Financial Officers Group

Session Chair, “International Financial Reporting Standards,” Spring Meeting, 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

Co-Presenter, “Administrative Costs Survey,” Fall Meeting, October 12, 2012, San Francisco, California

 

Institutional Investor

Panelist, “An Inevitable Convergence of Returns?” The 18th Annual Institutional Investment Conference, September 10, 2012, San Francisco, California

 

Investment Management Institute

Moderator, “Investment Benchmarking: Purpose and Techniques,” 25th Annual Endowments and Foundations Summer Forum, July 23rd, 2012, Manchester Village, Vermont

 

Financial Research Associates

Panelist, “Successfully Addressing Key Testing and Auditing Issues that Pertain to Valuations,” The 12th Annual Valuation of Hard-to-Value Securities and Portfolios, June 11, 2012, New York, New York

 

IMN

Panelist, “Emerging Managers: Are Institutional Investors Increasingly Making Allocations to These Managers,” New York Real Estate Opportunity & Private Fund Investing Forum, May 31, 2012, New York, New York

 

iGlobalForum

Panelist, “Investor Roundtable: Current Attitudes and Allocations to Alternatives,” 3rd Annual Alternative Investments Summit, 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

 

Institutional Investor

Panelist, “Best Practices in Risk Management: Perspectives throughout the Trade Cycle,” The 18th Annual Global Hedge Fund Summit, April 16, 2012, Southampton, Bermuda

 

Institutional Investor

Moderator, “Consultants’ Panel: How Much?” Emerging Markets Forum, March 28, 2012, New York, New York

 

iGlobalForum

Panelist, “Real Estate Specific Investment Focus,” 6th Real Estate Private Equity Summit, March 7, 2012, New York, New York

 

Opal Financial Group

Moderator, “The Evolving Role of Investment Consultants,” Investment Consultants Forum, 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 Conference

Paper 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

 

Alpha Institutes

Panelist, “What is an Opportunistic Portfolio?” CIO Summit, October 27, 2011, New York, NY

 

Institutional Investor

Panelist, “Between a Rock and a Hard (Asset) Place,” The 17th Annual Institutional Investment Conference, September 27, 2011, San Francisco, California

 

Opal Financial Group

Panelist, “Investment Styles and Strategies … The Endowment Model,” Endowment and Foundation Forum, September 21, 2011, Boston, Massachusetts

 

IMN

Panelist, “The Risk-Return Tradeoff,” The Foundations and Endowments Summit, September 19, 2011, Miami Beach, Florida

  

Investment Management Institute

Co-Moderator, “International Equities: Volatility, Opportunities and Risks,” 24th Annual Endowments and Foundations Summer Forum, July 25, 2011, Manchester Village, Vermont

 

Financial Research Associates

Panelist, “Successfully Addressing Key Valuation Issues,” Hedge Fund Accounting, Auditing, and Administration Forum, July 18, 2011, New York, New York

 

Institutional Investor

Co-Moderator, “Asset Allocation,” Endowments and Foundations Roundtable, June 7, 2011, Boston, Massachusetts

 

IMN

Panelist, “Measuring Fund Performance,” The 12th Annual US Real Estate Opportunity & Private Fund Investing Forum, 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

 

Institutional Investor

Panelist, “Expanding the Borders of Active Investing,” 17th Annual Global Hedge Fund Summit, May 2, 2011, Southampton, Bermuda

 

Catalyst Financial Partners

Panelist, “How to Identify and Select Alpha Managers,” Alternative Investing Forum Spring 2011, April 12, 2011, New York, New York

 

IMN

Panelist, “Choosing Among Real Estate Vehicles: What Are You Recommending and Why,” Real Estate Investment & Search Consultants Congress, March 30, 2011, New York, New York. Also served as moderator

 

Institutional Investor

Panelist, “Emerging Markets: A New Classification Needed?” The Middle East Investment Management Summit, 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

 

Connex

Panelist, “The Future of the Hedge Fund Industry: Returns, Fees, and the New Transparency Imperative,” Strategic Investments Forum, December 7, 2010, Dallas, Texas

 

Opal Financial Group

Panelist, “Challenges Facing Endowments and Foundations, past, present and future.” 12th Annual Endowment & Foundation Forum, November 1, 2010, Boston, Massachusetts

 

iGlobalForum

Panelist, “Comparing Performance Among Real Estate Private Equity Funds,” 4th Real Estate Private Equity Summit, October 20, 2010, New York, New York

 

Catalyst Financial Partners

Panelist, “Asset Liability Management for Different Investors and the Role of Alternatives,” Asset Allocation Forum in Alternatives 2010, 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

 

Institutional Investor

Panelist, “Balancing Liquidity Needs with Alpha Generation,” The 16th Annual Institutional Investment Conference, September 28, 2010, San Francisco, California

 

IMN

Panelist, "How Institutional Investors are Approaching the Hedge Fund Market," Alternative Investment Summit, September 21, 2010, San Diego, California

 

Argyle Executive Forum

Panelist, “Investor Outlook,” 2010 Investment Forum for Endowments, Foundations and Pension Funds, September 14, 2010, New York, New York

 

Investment Management Institute

Co-Moderator, “What Risks are Embedded in Your Portfolio?” 23rd Annual Endowments and Foundations Summer Forum, July 27, 2010, Manchester Village, Vermont

 

Institutional Investor

Panelist, “Finding the Right Solutions for Effective Transparency,” Hedge Fund Investor Symposium, June 22, 2010, New York, New York

 

IMN

Panelist, “The Limited Partner Roundtable,” US Real Estate Opportunity & Private Fund Investing Forum, 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

 

Institutional Investor

Panelist, “Separating Talent from Luck (or Leverage),” 16th Annual Global Hedge Fund Summit, May 3, 2010. Also served as moderator, Southampton, Bermuda

 

GAIM

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,” GAIMops Cayman, 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

 

Opal Financial Group

Panelist, “Challenges Facing Endowments and Foundations, past, present and future,” 11th Annual Endowment & Foundation Forum, October 25, 2009, Boston, Massachusetts

 

GAIM

Panelist, “Transparency and Risk Management – Resolving the Conflict Between Investors’ Need for Information and Independent Risk Management and Managers’ Need for Flexibility and Efficiency,” GAIM Plan, 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

 

Institutional Investor

Panelist, “Institutional Investors Perspectives – The Brave New World of Investment,” 6th Annual India Investment Forum, September 18, 2009, New York, New York

 

Investment Management Institute

Co-Moderator, “The Myth of Diversification in the Market Implosion of 2008,” 22nd Annual Endowments and Foundations Summer Forum, July 27, 2009, Manchester Village, Vermont

 

Institutional Investor

Panelist, “Madoff and Beyond – The Impact and Meaning of Blowups, Frauds and Mismanagement,” Annual Hedge Fund Investor Symposium, 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

  

Institutional Investor

Panelist, “Recognizing and Defining Investment Risk: Possibilities and Pipe Dreams,” Global Commodities Investment Forum, 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

 

Institutional Investor

Panelist, “Still the Right Time for Commodities?” 15th Annual MARHedge Global Hedge Fund Summit, October 28, 2008, Southampton, Bermuda

 

Foundation Financial Officers Group

Panelist, “Risk: Questions You Should be Asking Your Managers,” Fall Meeting, 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

 

Institutional Investor

Panelist, “The Continuing Jewel in the Crown: The Extractive Industries,” Kazakhstan Investment Forum, September 19, 2008. Also served as moderator, New York, New York

 

Worldwide Business Research

Panelist, “Clarifying Asset Correlation to Achieve Maximum Diversification,” Commodities Portfolio Management 2008, September 17, 2008, Boston, Massachusetts.

 

Institutional Investor

Keynote Speech, “The Correlation of Uncorrelated Asset Classes,” 13th Annual European Conference on Alternative Investments, 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

 

Institutional Investor

Keynote Speech, “Beyond Simple Index Investing?” Asian Commodities Investment Forum, April 30, 2008, Singapore

 

Institutional Investor

Panelist, “Commodities as Part of Asset Allocation: Cyclic Opportunistic Market to Genuine Asset Class?” April 30, 2008, Singapore

  

Foundation Financial Officers Group

Moderator and panelist, “Endowment Investments – Dealing With the Unknowns,” Spring Meeting, 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

 

Institutional Investor

Panelist, “Commodities in Institutional Portfolios – Supply & Demand Dynamics: Where are the Opportunities and the Risks?” 14th Annual MARHedge Global Hedge Fund Summit, 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

 

Institutional Investor

Panelist, “An Exercise in Comparisons and Contrasts: Infrastructure Investments v. Alternative Investments,” Infrastructure Investment Forum, 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

 

Institutional Investor

Panelist, “Commodities: Will the Boom Continue and for How Long,” Endowments and Foundations Roundtable, June 5, 2007. Also served as moderator, Boston, Massachusetts

 

Institutional Investor

Panelist, “Metals and Mining Sector,” 4th Annual China Investment Forum, 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

 

Institutional Investor

Panelist, “Managing the Cycles in Alternative Investments,” The Search for Alpha Forum, March 22, 2007. Also served as moderator, San Francisco, California

 

Institutional Investor

Panelist, “Evaluating the Role of Commodities in an Institutional Portfolio: The Investors’ Perspective,” Global Commodities Conference, 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 Finance

Paper 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 Sciences

Paper 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