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Course Outline B40.3124.30 M 6:00-9:00 INVESTMENT PHILOSOPHIES Kerschner, E. The class will offer perspectives on: 1) techniques for managing investments for mutual funds, institutional funds and not-for-profits, as well as 2) the current economic and market environment. Each session will have one or more guest speakers. Each class will begin with the speaker making a presentation, during which active class interaction is encouraged. Students will be expected to have read materials provided by speakers in advance as well as other relevant materials obtained on your own. Active class participation is encouraged. Speakers: (Note: unforeseeable commitments could lead to a change in speakers) April 4, 2005 Ed Kerschner – Citigroup Global Markets Inc./Smith Barney Edward M. Kerschner, CFA, is the chief investment officer and chairman of the investment policy committee for Smith Barney. He has more than 30 years of experience in the securities industry, beginning his career in 1974 with Cowen & Co. He joined PaineWebber in 1982 as chief investment strategist and chairman of the investment policy committee. Upon the UBS AG acquisition of Paine Webber in 2000, Mr. Kerschner was the chief global strategist for UBS Investment Research. Since 2001, Mr. Kerschner has been adjunct professor of finance at New York University, Leonard N. Stern School of Business. Institutional Investor magazine has called Mr. Kerschner "one of the deans of thematic investing." As Mr. Kerschner explains it, thematic investing analyzes how demographic, technological and political trends will affect financial markets, and identifies market sectors and individual securities that will benefit. Mr. Kerschner received a B.S. degree from the New York University School of Engineering and Science and an M.B.A. degree from the New York University Graduate School of Business Administration April 11, 2005 Jack Laporte – T Rowe Price Jack Laporte joined the firm in 1976 as a research analyst. He served as T. Rowe Price’s director of research from 1982 to 1987 and began managing portfolios in 1984. He has been the New Horizons Fund portfolio manager since 1987. Jack earned an A.B. from Princeton University and an M.B.A. from Harvard Business School.April 18, 2005 Richard Hoey -- Dreyfus Funds Richard B. Hoey is chief economist and chief investment strategist of The Dreyfus Corporation, as well as chief economist and senior vice president of Mellon Financial Corporation. Mr. Hoey joined Dreyfus in 1991 as chief economist. He was appointed chief economist of Mellon Financial Corporation and chief investment strategist for Dreyfus in July 1999. Earlier in his career at Dreyfus, Mr. Hoey started and managed three equity mutual funds, which grew to over $2 billion in size. Mr. Hoey is responsible for monitoring all aspects of the economic environment for Mellon and Dreyfus including the U.S. economy, the global economy and currencies. He works closely with the heads of various specialized equity and fixed income teams at Mellon and Dreyfus. Mr. Hoey also serves as a principal spokesman for Mellon and Dreyfus on economic and investment issues. Previously, Mr. Hoey spent nearly two decades as a chief economist, portfolio strategist and a member of both the investment policy and stock selection committees of a number of leading investment firms, including Prudential-Bache, A.G. Becker and Drexel Burnham Lambert. At the beginning of his career on Wall Street, he was co-owner and portfolio manager at an investment counsel firm which managed balanced accounts investing in blue chip stocks, special situations, convertible securities and growth stocks and acted as advisor on private placement financing. Mr. Hoey is a familiar face on financial news networks. He is a frequent guest co-host of CNBC's Squawk Box, and can be seen regularly on CNN, Fox News and Bloomberg. Mr. Hoey graduated from Yale College where he earned a B.A. in politics and economics in 1965 and from New York University Graduate School of Business Administration where he earned an M.B.A. in investments in 1967. April 25, 2005 Jaine Mehring /Charles Boorady – Smith Barney/Citigroup Jaine Mehring is the Associate Director of Research for the Consumer, Retailing, Financials and Healthcare sectors of the US Equity Research division of Smith Barney/Citigroup. Over the past 15 years Jaine has developed extensive industry experience. Beginning in 1988, when she was employed with Sanford Bernstein as a Research Associate in the Beverage and Tobacco sector and then following on to Prudential Securities from 1990-1994 as the Specialty Chemicals Analyst. In 1994, Jaine joined Smith Barney as the Specialty Chemicals Analyst and after only two years with the company was promoted to Managing Director and became Smith Barney’s US Food Analyst. Jaine received her Bachelor of Arts degree in English Literature from Yale University in 1983 and later received her MBA in Finance from Cornell University in 1988. Charles Boorady is the Managed Care investment research analyst with Smith Barney specializing in the employee benefits sector with a focus on health insurance. Charles ranked No. 1 in two of the last three years in the All-America Institutional Investor magazine survey of analysts and ranked runner-up or above since 1999. He joined Smith Barney in July 2002 from Goldman Sachs. Charleshas over ten years of health care equity research experience on Wall Street. Prior to business school, Charles was a consultant with Accenture in the Financial Services Group, where he provided operations reengineering and computer systems related consulting services to financial services corporations. Charles received his Bachelor of Science degree in Engineering from Cornell University in 1986 and an M.B.A. degree in Analytic Finance and Statistics from the University of Chicago Graduate School of Business in 1994. May 2, 2005 Thomas Luddy – J.P. Morgan Chase Thomas Luddy, managing director, is a portfolio manager in the U.S. Equity Group with 26 years of industry experience. An employee since 1976, Tom has held numerous key positions in the firm, including Global Head of Equity, Head of Equity Research and Chief Investment Officer. He began as an equity research analyst, becoming a portfolio manager in 1982 and has managed portfolios in his various roles for most of the past 18 years. Tom holds a B.S. in economics and mathematics from St. Peter's College and an M.B.A. from


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NYU FINC-GB 3124 - FINC-GB 3124 Outline

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