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.
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.
Registration & Reception: 6 – 6:45 p.m.
Panel: 6:45 – 7:30 p.m.
Networking: 7:30 – 8 p.m.