The Burridge Center for Finance annual conference brings thought leaders from industry and higher education together at the foot of the Rockies. Each year, the Burridge Center collaborates with leading academics, practitioners, and regulators to host a conference where participants discuss and debate pressing issues for security investors and money managers.
2019 Burridge Conference
Check back for details on this year's conference.
Bragging About our Past Speakers
CNBC features Burridge Conference speaker Nancy Davis on 13 February 2018, on the exact topic she presented at the conference back in November 2017, where she correctly predicted the market spike in volatility.
2018 Burridge Conference Recap
The 2018 Burridge Conference took place on October 25-26
The conferece saw presentations and panels by professionals in the finance industry. See below for more info.
2018 Guest Speakers
Roman Family Professor of Finance
University of Chicago, Booth School of Business.
Roman Family Professor of Finance at the University of Chicago, Booth School of Business.
Pietro Veronesi is also a research associate of the National Bureau of Economic Research and a research fellow of the Center for Economic and Policy Research. Additionally, he is a former director of the American Finance Association and co-editor of the Review of Financial Studies.
Veronesi conducts research that focuses on asset pricing, stock and bond valuation under uncertainty, bubbles and crashes, return predictability and stochastic volatility. Most recently, he has been interested in studying, both theoretically and empirically, the interaction between government interventions and the behavior of asset prices. His work has appeared in numerous publications, including the Journal of Political Economy, American Economic Review, Quarterly Journal of Economics, Journal of Finance, Journal of Financial Economics, and Review of Financial Studies. He is the recipient of several awards, including the 2015 AQR Insight award, the 2012 and 2003 Smith Breeden prizes from the Journal of Finance; the 2008 WFA award; the 2006 Barclays Global Investors Prize from the EFA; the 2006 Fama/DFA prizes from the Journal of Financial Economics; and the 1999 Barclays Global Investors/Michael Brennan First Prize from the Review of Financial Studies.
Professor Veronesi teaches both masters- and PhD-level courses. He is the recipient of the 2009 McKinsey Award for Excellence in Teaching.
His undergraduate work was in economics at Bocconi University where he received a laurea magna cum laude with honor in 1992. He earned a master's degree with distinction in 1993 from the London School of Economics. He joined the Chicago Booth faculty upon obtaining his PhD in Economics from Harvard University in 1997.
Barry Knapp is a Macro strategist with a unique/differentiated background in investment management, capital markets & economic research, principal trading and equity derivatives. Acknowledged for this unconventional path to strategy and taken in combination with a strong focus on economic and policy history and analysis, provides a unique approach to forecasting macroeconomic and corporate trends and what they imply for securities prices across a broad range of assets.
Senior Vice President, Head of Transfer Agent Services
Trust Company Operations President, Shareholder Services Inc
Senior Vice President, Head of Transfer Agent Services and Trust Company Operations President, Shareholder Services Inc
Lori Taylor has over 20 years of experience within the Financial Services Industry, serving in a variety of transfer agent, operations and sales leadership roles. Over her tenure she and her teams have supported clients within the International, Institutional, Broker/Dealer, RIA, Private Bank, Retirement Plan channels across a wide range of investment vehicle types including mutual funds, variable annuities, 529s, separate accounts, sub advisory, collective investment trusts, limited partnerships, and UCITS.
Throughout her career Lori has gained expertise in client engagement, operations and infrastructure, contract sponsorship, vendor partnership, trust company operations, team formation & development and corporate and industry committee participation.
Most recently, Lori became the Head of Transfer Agent Services and Trust Company Operations leading a team of over 450 people dedicated to servicing clients. These teams support retail, high net worth and institutional US and international clients across a spectrum of vehicles and products by providing client service, account processing, intermediary support, operations oversight, and books and records management. Her leadership teams are focused on employee engagement and process optimization yielding the highest quality client experience possible for their customers.
Previously, as the Head of Distribution Client Service, Lori built a team of professionals dedicated to supporting multi-channel sales and relationship managers through the sales, onboarding, relationship management and business development processes. This includes fulfilling legal contractual requirements, delivering on client reporting needs, supporting data and analytical reporting, RFP delivery, client meeting preparation & execution, client advocacy within the firm, client retention & growth, and championing product & process enhancements.
Lori serves on the Investment Company Institute (ICI) Operations Committee, the ICI International Operations Advisory Committee, the DTCC Wealth Management Advisory Council and locally on the Colorado Investment Services Coalition an industry affiliate to the Metro Denver Economic Development Corporation. She has her security licenses (Series 7, 63) and the applicable securities principle and MSRB principle licenses (Series 24 and 51). Lori has an unyielding reputation as an innovative, compassionate, results oriented leader with a core value system anchored in unwavering commitment to service excellence with clients and the organization.
Founded in 1959, the firm has a proven track record of identifying rewarding opportunities for clients by following these four principles that make up The Right Way to Invest: make global connections, look to the long term, take intelligent risks and invest with experience. The firm’s investment staff comprises 17 independent but collaborative teams that specialize in equity, fixed income, alternatives and multi-asset investment strategies, and smart beta solutions..
Slides From our 2018 Speakers
- IHS Commodity Tracker
- OppenheimerFunds brief facts
Interesting Readings and Charts Ahead of the 2018 Conference
- Hi my name is Deed Title, is Home Mortgage available?
- The race for clean energy
- US energy consumption in one chart
- World economy in one chart
- Click here for more
2018 Continuing Education Credits
CFA 7 hours of Continuing Education Credits
CFP 10 hours of Continuing Education Credit