Client Events; Expanding Horizons and Relationships
In connection with the firm's personal planning activities for our clients, during the past 10 years a number of evening presentations have been mounted in such comfortable surroundings as the Metro Meeting Center, the Langham Hotel, and more recently, the Brae Burn Country Club. At each event, an attempt has been made to inform, entertain, and socialize while exploring subjects useful to clients contemplating their own and their family's financial future.
Since 2009, when Weston Wellington of DFA regaled us with his irreverent rendering of the financial media's foibles, a number of notable academic and investment professional spokespersons have spent an evening with many of us in an informal setting. The goal has been to expand our horizons in such diverse fields as the Chinese economy, frontier country investment fundamentals, artificial intelligence, behavioral economics and finance, as well as alternative electric power generation and storage. A complete list of those instructive occasions follows:
WHO | TOPIC | WHEN |
Weston Wellington - Dimensional Fund Advisors | The Financial Market Media | January 2009 |
Liz Ann Sonders - Schwab | Investment Market Outlook | June 2009 |
Dr. David Kelley - JP Morgan | Investment Market Outlook | June 2010 |
John Tamny - Forbes / RealClearMarkets.com | Is the Fed Necessary? | February 2011 |
Prof. Edward Steinfeld, MIT (Playing Our Game) |
China's Threat to the West | June 2011 |
Charley Ellis - Greenwich Associates and author (Winning the Loser's Game) |
The Individual's Chances of Beating the Market | October 2012 |
Keith Whitaker & Susan Massenzio | Intra-Family Giving | December 2013 |
Prof. David Laibson - Harvard University | Aging and Investment Decision Making | June 2015 |
Larry Speidell - Frontier Market Asset Management | Frontier Market Correlation Patterns | June 2016 |
Nathan Wilson - Nara Logics
Prof. John Dowling - Harvard |
AI In Our Lives | November 2016 |
Prof. Donald Sadoway - MIT
Prof. Randy Davis - MIT Michael Goldberg, PhD - Dana-Farber Cancer Institute &Harvard Medical School |
Electrical Storage; The Key to Alternative Energy Power & Generation. AI, and Microbiology and the Treatment of Cancer | June 2017 |
Ryder Cup | Brookline Country Club | 1999 |
1988 US Open | Brookline Country Club | 1988 |
But the thematic thread throughout hasn't been entirely instructional; in 1988, we arranged for our golfing enthusiast clients to attend the US Open at the Brookline Country Club. And in 1999, a very exciting Ryder Cup competition attracted 35-40 of the firm's clients, a tournament which was won by the US when Justin Leonard sunk a 45 foot putt on the 17th green of the Brookline Country Club course in the last round of the final day.

Jack Bogle honored at Lown Dinner, May 17, 2012

Renée with Charley Ellis at our October, 2012 Behavioral Finance Reception. (Although a card-carrying Yale grad, note Charley's HBS tie.)

David Laibson, PhD presents "The Aging Investor: Challenge and Opportunity," June 11, 2015 at Brae Burn County Club, Newton, MA.
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