2017 Annual Dinner
The CFA Society of Austin
The 13th Annual Dinner
Thursday, February 23, 2017 • 5:30pm – 8:30pm
“Central Bank Policy and the Effect on the Markets”
Four Seasons Hotel
98 San Jacinto Blvd.
Austin, TX 78701
Danielle DiMartino Booth
Money Strong, LLC
Danielle DiMartino Booth makes bold predictions based on meticulous research and her years of experience in central banking and on Wall Street. Known for sounding an early warning about the housing bubble in the 2000s, Danielle offers a unique perspective to audiences seeking expertise in the financial markets, the economy, and the intersection of central banking and politics.
Called “The Dallas Fed’s Resident Soothsayer” by D Magazine, Danielle is a well-known speaker who can tailor her message to a myriad of audiences, once spending a week crossing the ocean to present to groups as diverse as the Portfolio Management Institute in Newport Beach, the Global Interdependence Center in London and the Four States Forestry Association in Texarkana. Her success has always been based on her ability to translate the arcane language of Wall Street thinkers and Fed insiders to the man on the street.
Danielle spent nine years as a Senior Financial Analyst with the Federal Reserve of Dallas and served as an Advisor on monetary policy to Dallas Federal Reserve President Richard W. Fisher until his retirement. Fisher called on Danielle to serve at the Fed after becoming a loyal reader of her financial column in the Dallas Morning News. She began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity and private equity markets.
Today, as President of Money Strong, LLC, an economics consultancy, Danielle writes a newsletter that is regularly read by 100,000 in any given week. She continues to speak and consults hedge funds, pensions, endowments and family offices on where she believes the economy and financial markets are headed with an eye to the effect monetary policy will have. Danielle is regularly featured on Fox News, CNBC, Fox Business News and Bloomberg as well as a broad range of radio programs and financial network podcasts nationwide. She contributes to written media internationally as well.
Danielle earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. She lives in University Park, Texas with her husband and four children.
W. Ben Hunt, Ph.D.
Chief Risk Officer
Ben Hunt is the chief risk officer at Salient and the author of a newsletter and website followed by over 100,000 professional investors and allocator a called Epsilon Theory, which examines the markets through the lens of game theory and history. Dr Hunt is frequently a featured contributor to a wide range of investment publications, from Institutional Investor to ZeroHedge.
Dr. Hunt received his Ph.D. In Government from Harvard University. He taught political scientist for 10 years at New York University and Southern Methodist University. Dr. Hunt began is investment carrier in 2003, first in venture capital and subsequently as a portfolio manager of two long/short equity funds. He worked at Iridian Asset Management from 2006 until 2011 and TIG Advisors from 2012 to 2013, at which time he joined Salient. Dr. Hunt provides his practical experience as a portfolio manager, risk manager and entrepreneur with academic expertise in game theory and economics to provide a unique perspective on investment risk and reward.
Pat Dorsey, CFA
Dorsey Asset Management
Pat is the founder of Dorsey Asset Management. Prior to starting Dorsey Asset, Pat was Director of Research for Sanibel Captiva Trust, an independent trust company serving high net worth clients.
From 2000 to 2011, Pat was Director of Equity Research for Morningstar, where he led the growth of Morningstar’s equity research group from 10 to over 100 analysts. Pat was instrumental in the development of Morningstar’s economic moat ratings, as well as the methodology behind Morningstar’s framework for analyzing competitive advantage. Pat is also the author of two books — The Five Rules for Successful Stock Investing and The Little Book that Builds Wealth.
Pat holds a Master’s degree in Political Science from Northwestern University and a bachelor’s degree in government from Wesleyan University. He is a CFA charterholder.
University of Texas
Gregory Alves serves as the President and Chief Investment Officer of the MBA Investment Fund at the University of Texas. Mr. Alves also serves as a lecturer at the McCombs School of Business to undergraduate and graduate students in the field of finance with specific responsibilities for the investment analysis and portfolio management courses. Mr. Alves is a published author on the subject of investments with research interests in the areas of factor modeling and robust portfolio optimization. Since 1993, Mr. Alves has served in a number of capacities in the industry ranging from research analyst to managing director.