Attention, Boston area families

The heat and sun of Commencement have left us.  Campus today is cool, misty, and grey.  And very empty.  Big Commencement stage?  It’s gone, as seen on the Quad Cam.

Things are slow on campus right now.  Summer school doesn’t start for a couple more weeks, and the university will be closed this coming Monday for Memorial Day.  But we do have some fun things happening in other parts of the country, and today I want to let you know about an event the first week of June in Boston.

There will be a financial outlook event on June 3rd, featuring several Deac parents as well as Jim Dunn, our outstanding CEO and CIO of Verger Capital Management.  Jim’s a remarkable guy and a great speaker; he worked for Wake Forest managing the endowment and then the university spun off the endowment management function into its own company.  If you live in Boston (or if your Deac is there working or interning over the summer), you really should go.

Full details and RSVP info is below.

— by Betsy Chapman

 

Outlook 2015/2016 Panel & Networking Event

Wednesday, June 3, 2015

You are invited to join fellow Boston-area Wake Forest alumni, parents, and friends working in the business, finance, and related fields for a panel and networking event featuring several prominent Deacs!

Beer, wine, non-alcoholic beverages, and light hors d’Registeroeuvres are included in the $10 registration fee. Friends and colleagues are also welcome. Please R.S.V.P. in advance.

Moderator: Neil Moses, P ’14, EnerNOC – CFO & COO. Neil has nearly 30 years of experience in financial operations and management in the retail and technology sectors. He previously worked at Dunkin Brands as their CFO & Chief Strategy Officer as well as PTC serving as EVP & CFO.

Panelists:

Bill Boyle ’80, P ’08, P ’09, P ’10, P ’13, D.A. Davidson – Managing Director, Institutional Sales. Bill has over 30 years of experience in both the Domestic and International equity capital markets. He joined D.A. Davidson in 2008 after working with Needham & Company, NationsBanc Montgomery Securities and Lehman Brothers.

David Carroll P ’18, P ’19, Financial Architects Partners – CEO. David specializes in wealth transfer life insurance and the design, implementation and monitoring of large life insurance portfolios. David started his career at John Hancock Life Insurance Company and has over 20 years experience specializing in advising high net worth families in the area of estate planning and generational wealth transfer.

Jon Jacobson P ’19, Highfields Capital Management – CEO & CIO. Jon is the founder of Highfields Capital, a Boston-based investment management firm which invests globally on behalf of endowments, foundations, pension funds and other institutional investors. Jon founded Highfields in 1998, following eight years as senior portfolio manager at Harvard Management Company.

Jim Dunn, Verger Capital Management – CEO & CIO. Jim oversees all investment decisions and is responsible for setting the course for the company, including corporate strategy. Previously, Jim was VP & CIO at Wake Forest University, responsible for investment of the University’s endowment, working capital and life income.

Timeline:

Registration & Reception: 6 – 6:45 p.m.

Panel: 6:45 – 7:30 p.m.

Networking: 7:30 – 8 p.m.

EVENT DETAILS
DATE: Wednesday, June 3, 2015
TIME: 6 – 8 p.m.
LOCATION:  EnerNOC Offices, One Marina Park Drive, Suite 400, Boston, MA 02210
COST: $1
0

Register now

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