Capital IQ Investor Leadership Series
produced by Argyle Executive Forum
Agenda

8:00am – 8:40am

Breakfast

8:40am – 8:45am

Argyle Executive Forum Opening Remarks

8:45am – 8:55am

Capital IQ Opening Remarks

Kevin Spolidoro
VP Client Development
Capital IQ

8:55am – 9:35am

“State of the Markets”

Moderator:
John Krowas
Vice President, Product Development
Capital IQ

Panelists:
Douglas S. Butler, CFA, CFP
Vice President & Director of Research
Rockland Trust

Chris Cao, Ph.D., CFA
Managing Director
Babson Capital Management LLC

Eric S. Connerly, CFA
Equity Research, Director of Research
Robeco Investment Management

Kevin W. Shea, CFA
Director of Quantitative Research
Cadence Capital Management, LLC

*This session is off the record

9:35am – 10:05am

Coffee Break

10:10am – 10:50am

“Investor Outlook”

Moderator:
John Krowas
Vice President, Product Development
Capital IQ

Panelists:
Arup Datta, CFA
Managing Director
Numeric Investors LLC

Kevin Divney
Chief Investment Officer
Beaconcrest Capital Management, LLC

John J. Perkins
Chairman
City of Boston Pension Fund

10:50am – 10:55am

Closing Remarks

*Please note agenda is subject to change