When

Wednesday May 1, 2013 from 5:30 PM to 9:30 PM EDT
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Schedule

5:30 - 6:30 PM - Reception with Appetizers

6:45 - 8:00 PM - Presentation / Dessert Bar / Coffee

Open Bar for Beer and Wine

Where

Burlington Country Club 
568 S Prospect Street
Burlington, VT 05401
 

 
Driving Directions 

Contact

Diane Sullivan 
Vermont CFA Society 
 
802-864-3669 
Presents
 

Panel Discussion:  Equities, Fixed Income and A Macro Policy Perspective  

 

Featuring:

Craig Behnke, CFA - Equity Analyst

Maple Capital Management

Craig BehnkePrior to joining Maple Capital Management, Inc. in August of 2010, Craig was a Senior Investment Analyst at Prima Capital. Before joining Prima Capital, Craig worked as a Portfolio Manager at Lexicord Capital from 2007-2009. Prior to Lexicord Capital, he was a Senior Equity Analyst at Founders Asset Management in Denver, Colorado and a Corporate Finance Associate with Stern, Steward & Co. in New York. Craig received a BS in Economics from Rutgers University, and an MBA in Finance and Accounting from the SIMON Graduate School of Business at the University of Rochester. Craig is a CFA charterholder.

Josh Kruk, CFA, CFP - Head of Stable Value Portfolio Management

Dwight Asset Management

Josh KrukJosh is head of Stable Value Portfolio Management at Dwight Asset Management (Dwight), a Goldman Sachs Company. Previously, he was head of Portfolio Construction and Risk Management at Dwight for three years. Prior to that, Josh was a structured product portfolio manager specializing in the residential mortgage sector from 2003 to 2008. Earlier in his career, he was a quantitative analyst for two years. Josh joined Dwight in 1999 as an assistant client portfolio manager. He joined Goldman Sachs as a managing director through the acquisition of Dwight in 2012. Prior to joining Dwight, Josh was a member of the Finance department at Bain Capital, Inc. from 1997 to 1999. While at Bain, he provided accounting and analytical support for the company’s small cap hedge fund, CBO/CLO portfolios and private equity funds. Josh began his career in 1994 as a financial statement auditor for Price Waterhouse LLP, specializing in audits of mutual funds and other investment vehicles. Josh serves on the boards of the Vermont CFA Society and the Humane Society of Chittenden County. Josh earned a BS in Business Administration from the University of Vermont in 1994.

Albert A. Gross - Economist


Al is currently an economist providing his services on a consulting basis to hedge funds, bank trading desks and others from his home office in South Burlington.  Previously he served as Senior Vice President, Global Macro Trading, at RBS Greenwich Capital where he supported the internal hedge fund with long and short ideas in treasuries, energy, gold and foreign exchange. Al also worked at Refco, Inc. as the Chief Economist until 2002.  He began his career with Salomon Brothers in the bond market research department.  Al received an M.B.A. degree with honors from New York University, and was presented the "Best Thesis Award."

Remember to check in at registration to pick up your name tags and be marked off for any education credits.

Also NOTE that if you attend three events a year, it makes sense to become a VCFAS member. To learn more about membership opportunities, please contact Jane Haugh at janeahaugh@comcast.net.