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Institutional Investor

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

 

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

 

Panelist, “Emerging Markets: A New Classification Needed?” The Middle East Investment Management Summit, March 2, 2011, Abu Dhabi, United Arab Emirates

 

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

 

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

 

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

 

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

 

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

 

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.

 

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

 

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

 

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

 

Panelist, “An Exercise in Comparisons and Contrasts: Infrastructure Investments v. Alternative Investments,” Infrastructure Investment Forum, June 28, 2007, New York, New York

 

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

 

Panelist, “Metals and Mining Sector,” 4th Annual China Investment Forum, June 1, 2007, New York, New York

 

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

 

Panelist, “Evaluating the Role of Commodities in an Institutional Portfolio: The Investors’ Perspective,” Global Commodities Conference, January 29, 2007, New York, New York

 

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

 

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

 

Financial Research Associates

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

 

Council on Foundations

“Emerging Liquidity Issues for Foundations,” May 5, 2009, Atlanta, Georgia

 

Investment Management Institute

Presenter, “The New Endowment Model and the Use of Hedge Funds,” January 27, 2011, Greenwich, Connecticut

 

Moderator, “What Risks are Embedded in Your Portfolio?” July 27, 2010, Manchester, Vermont

 

Co-Moderator, “The Myth of Diversification in the Market Implosion of 2008,” July 27, 2009, Manchester, Vermont

 

Moderator, “Anticipating Your Audit of Allocations to Alternative Investments to Comply With New Guidelines,” April 24, 2007, Greenwich, Connecticut

 

Moderator, “New AICPA Guidelines for Auditing Your Allocations to Alternative Investments,” November 8, 2006, Greenwich, Connecticut

 

Opal Financial Group

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

 

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

 

Panelist, “Manager Selection,” December 15, 2008, New York, New York

 

Argyle Executive Forum

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

 

Panelist, “Investor Outlook,” Endowment & Foundation Spotlight: Investing in Hedge Funds

May 26, 2010, New York, New York

 

IMN

Panelist, “Measuring Fund Performance,” The 12th Annual US Real Estate Opportunity & Private Fund Investing Forum, June 2, 2011, New York, New York

 

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.

 

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

 

Panelist, “The Limited Partner Roundtable,” US Real Estate Opportunity & Private Fund Investing Forum, June 4, 2010, 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

 

Worldwide Business Research

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

 

International Quality and Productivity Center

Panelist n, “Opportunities and Risks in Increasing the Role of Commodities in Your Portfolio,” June 26, 2007, Chicago, Illinois

 

Foundations and Endowments Summit

Panelist, “Navigating the Alternative Landscape: What is an Alternative?” September 2007, Hot Springs, Virginia

 

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

 

Catalyst Financial Partners

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

 

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

 

iGlobalForum

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

 

Foundation Financial Officers Group

Panelist, “Risk: Questions You Should be Asking Your Managers,” Fall Meeting, October 16, 2008, Boston, Massachusetts

 

Moderator and panelist, “Endowment Investments – Dealing With the Unknowns,” Spring Meeting, April 17, 2008, London, England

 

The International Business and Economic Research Conference

Paper presentation, “Under-reporting of Returns by Alternative Asset Funds,” October 11, 2010, Las Vegas, Nevada

 

Paper presentation, “Does the Market Go to 1?” October 5, 2009, Las Vegas, Nevada

 

Paper presentation, “Optimal Spending in a Private Foundation: Using Confidence Intervals,” October 1, 2008, Las Vegas, Nevada. Also served as session chair

 

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

 

Paper presentation, “The Myth of Teaching Ethics at the Cure for Business Scandal, and the Solution”, October, 2006, Las Vegas, Nevada

 

Paper presentation, “The Irrelevance of the Literature Review in Academic Papers,” October 2005, Las Vegas, Nevada.  Chosen Best Paper

 

Paper presentation, “Evaluating Bankruptcy Prediction Models,” October 5, 2004, Las Vegas, Nevada.  Chosen Best Paper.  Also served as session chair

 

Paper presentation, “Graphic Depictions in Annual Reports: A New Schema for Presentation,” October 8, 2003, Las Vegas, Nevada. Chosen Best Paper

 

International Business and Economy Conference

Paper presentation, “The Financial Crisis: Did the Market Go to 1?” January 7, 2011, Guadalajara, Mexico

 

Paper presentation, “Do the Unrealized Gains In Alternative Assets Ever Become Realized?” January 8, 2010, Prague, Czech Republic. Also served as session chair

 

Paper presentation, “Correlation of Uncorrelated Asset Classes,” January 11, 2008, San Francisco, California. Also served as session chair

 

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

 

Panel presentation, “Why Ethics is Not Optional for the 21st Century,” January 7, 2006, Honolulu, Hawaii

 

Paper presentation, “Quality of Earnings Ratings,” January 8, 2005, 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

 

Paper presentation, “Dow Jones Industrial Average: Simply a Media Darling or a True Reflection of the Stock Market?” February 8, 2002, Las Vegas, Nevada

 

Paper presentation, “Theoretical Inconsistencies in Accounting: Where is the Salvage Value?” February 23, 2001, Las Vegas, Nevada.  Also served as session chair

 

Paper presentation, “Theoretical Inconsistencies in Accounting: Why Don’t We Depreciate Land?” February 25, 2001, Las Vegas, Nevada

 

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

 

Paper presentation, “Does the Market go to 1?” May 30, 2010, Honolulu, Hawaii

 

Paper presentation, “The Problems in Quantifying Risk,” June 12, 2009, Honolulu, Hawaii

 

Paper presentation, “Correlation of Uncorrelated Asset Classes: Near Term Issues, May 23, 2008, Honolulu, Hawaii. Also served as session chair

 

Paper presentation, “A Primer on Investment Vehicles for Non-Profits, Foundations and Endowments,” May 25, 2007, Honolulu, Hawaii.  Also served as session chair

 

Paper presentation, “New Accounting for a New World,” May 25, 2006, Honolulu, Hawaii

 

Paper presentation, “Rating the Quality of Corporate Earnings: Krispy Kreme Doughnuts,” May 28, 2005, Honolulu, Hawaii.  Also served as session chair

 

Paper presentation, “Theoretical Development of Bankruptcy Prediction Variables”, June 22, 2004, Honolulu, Hawaii

 

Paper presentation, “The Future of Accounting Education: Evidence for Specialization”, June 19, 2003, Honolulu, Hawaii

 

Paper presentation, “Negative Interest: Uses and Applications in Accounting Education,” June 19, 2002, Honolulu, Hawaii.  Also served as session chair

 

Paper presentation, “Re-Defining Accounting Concepts: A New Definition of Land,” June 14, 2001, Honolulu, Hawaii

 

American Association of Accounting and Finance

Paper presentation, “Cases in Managerial Accounting,” December 10, 2005, New Orleans, Louisiana

 

Paper presentation, “Development of a New Framework for Evaluating Bankruptcy Prediction Models,” December 11, 2004, New Orleans, Louisiana.  Also served as session chair

 

Paper presentation, “Graphic Depiction of Financial Statements,” December 2003, New Orleans, Louisiana

 

Paper presentation, “The Increasing Irrelevance of Accounting, Financial Statements and Auditors,” December 5, 2002, New Orleans, Louisiana

 

Asia-Pacific Conference

Paper presentation, “Earnings Quality Ratings,” October 17, 2006, Maui, Hawaii

 

New York State Society of CPAs

Panelist, “Ask the Experts,” 2010 Nonprofit Conference, January 6, 2011 Rochester, New York and January 13, 2011, New York, New York

 

Panelist, “Ask the Experts,” 2009 Nonprofit Conference, January 14, 2010, New York, New York

 

Co-Chair, 2010 Nonprofit Industry Conference, Rochester, NY, January 7, 2010 and New York, New York, January 14, 2010

 

Panelist, “Ask the Experts: Audit and Accounting, Tax and Governance Issues Affecting Nonprofit Organizations,” Rochester, New York, January 7, 2009

 

Panelist, “Ask the Experts: Audit and Accounting, Tax and Governance Issues Affecting Nonprofit Organizations,” New York, New York, January 14, 2009

 

Co-Chair, 2009 Nonprofit Industry Conference, Rochester, New York, January 7, 2009 and New York, New York, January 14, 2009

 

Co-Chair, 1998 Nonprofit Industry Conference, Rochester, New York, January 13, 1998 and New York, New York, January 20, 1998

 

Co-Chair, 1997 Nonprofit Industry Conference, Rochester, New York, January 7, 1997 and New York, New York, January 14, 1997

 

Evening technical session, "Solving Implementation Issues: SFAS 116 and 117," New York, New York, May 16, 1996

 

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

 

Paper Presentation: "Quantification of the Nonprofit Advantage: A Case Study", Northeast Regional Meeting, Hartford, Connecticut, April 20-22, 1995

 

Paper Presentation: "Nonprofit Competition with Small Business: A Roadmap Leading to Answers", Northeast Regional Meeting, Buffalo, New York, April 28-30, 1994