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Duke University Financial Partners

a partnership between Leaders in the Financial Services Industry and Leaders at Duke


Events


Upcoming Panels:
  • The Evolving Role of the Independent Investment Bank
    Wednesday, November 18, 2009 — 7:30 a.m. - 9:00 a.m.
    • Ken Berliner T’81 (Moderator), Peter J. Solomon
    • Chris Ryan T’83, Moelis & Company
    • Dhiren Shah, Greenhill & Company
    • Alex Stern T’88, Lazard Ltd and Lazard Group, LLC
    • Kathy Reiland T'86, Evercore
Past Events:

(The job titles and company affiliations were current as of the program dates.)

    Individual speakers:
    • Russell Reynolds, RSR Partners (June 2008)
    • Neal Triplett, President of DUMAC (May 2008)
    • Jamie Dimon, CEO of J.P. Morgan (November 2006)
    • Richard Brodhead, President of Duke University, with John Mack, CEO of Morgan Stanley (March 2006)
    • Thrus Morton, President of DUMAC (March 2004)
    • Julian Robertson, Tiger Fund (May 2003)
    • John Mack T'68, CEO of Credit Suisse First Boston (July 2002)
    • Nannerl Keohane, President of Duke University (November 2001)
    • Gene McDonald, President of Duke University Management Company (DUMAC) (May 2000)
    • Mike Krzyzewski, Head Coach of Duke Men's Basketball (September 1999)
    Panel programs:

    Alternative Energy Investments in the Current Economic Climate
    (September 2009)

    • Bill Chameides (Moderator), Dean of the Nicholas School of the Environment at Duke
    • Jeff Johnson P’06, P’09, EDF Trading
    • Dave Gendell T’83, Broadwind
    • Russell Sherrill B’90, Global Energy Capital
    • TC Maslin N'08, North America Solar Power Advisory

    Amidst the Panic: Assessing Risk in a Reshaping Financial System
    (November 2008)

    • Mike Alix T'83, former Senior Managing Director and Chief Risk Officer, Bear Stearns
    • Rob Jankowitz B'81, Senior Vice President, Moody's Investors Service
    • Ron Temple T'90, Managing Director, Lazard Asset Management
    • John Walker T'74, L'77, Attorney, Simpson, Thacher & Bartlett
    • Moderated by Steve Schwarcz, Duke Professor of Law & Business and Co-Director of the Duke Global Capital Markets Center

    Greening of Wall Street (October 2007)

    • Mike Lenox, Fuqua School, Director of Duke Corporate Sustainability Initiative
    • Perry Offutt T'94, Vice President, Morgan Stanley
    • Richie Prager T'81, Head of Global Rates, Currencies & Commodities, Bank of America
    • Simon Rich T'67, Investor, Sustainable Energy Development
    • Richard Sandor, Chairman & CEO, Chicago Climate Exchange

    Hiring the Best:  Leveraging the Duke-Wall Street Connection  (June 2007)

    • Sheila Curran, Executive Director of Duke Career Center                 
    • Meg Flournoy, Associate Director of Fuqua Career Management
    • Emma Rasiel, Director of Undergraduate Studies, Economics Department

    Real Estate  (February 2006)                                    

    • Steve Clark T'77, Chairman, Cypress Real Estate Advisors
    • Peter Hauspurg T'75, Chairman, Eastern Consolidated Properties
    • Ken Hubbard T'65, Executive Vice President, Gerald D. Hines Interests
    • Derrick Mashore T'79, Chief Executive Officer, Coda Capital
    • Bruce Mosler T'79, President and CEO, Cushman & Wakefield
    • Thor Orndahl T'80, Managing Director, Prudential Mortgage Capital Company

    Wealth Management (December 2004)                                              

    • Jeff Davis T'80, Chief Investment Officer, Rockefeller & Co.
    • Diane Lotti T'74, Managing Director, Circle Financial Group
    • Donovan Moore T'71, Managing Director, Bessemer Trust Co. N.A.
    • Eric Osserman T'81, Managing Director, CSFB
    • Jay Pelosky T'81

    Hedge Funds (July 2004)                                                      

    • Curt Brockelman T'91, Managing Partner, Perch Bay Partners LLC
    • Alice Hicks W'69, Executive Vice President, Iridian Asset Management LLC
    • Tom Hill P'04, General Partner, The Blackstone Group
    • Neal Triplett T'93, B'99, Investment Manager, Duke University Management Company
    • David Topper T'79, Managing Director, CSFB

    Private Equity  (December 2003)

    • Andy Armstrong T'79, Private Equity Investor, Spire Capital Partners
    • Charlie Ayres T'82, Global Head, Merchant Banking, Lehman Brothers Inc.
    • Tom Burger E'88, Managing Partner, Gridiron Capital LLC    
    • David Collier T'91, Managing Director, The Chart Group LP
    • Tom Lister T'86, General Partner, Forstmann Little
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