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• Howard Marks, CFA: 'Navigating the Sea Change'

  • When
    1 Oct 2024
  •  
    4:45 PM - 7:30 PM
  • Location
    The University of Massachusetts Club, One Beacon St., Boston, MA 02108 in the Amherst Room, 32nd Floor

  Register

  This is an in-person event only. Members are invited to register a guest after Friday, September 13th. Please email admin@becboston.org or call Marisha at 617-958-3628. Please note the time and location change. 

  Howard Marks, CFA

  Co-Chairman at Oaktree Capital Management

  Sea change (idiom): a complete transformation, a radical change of direction in attitude, goals . . . (Grammarist)

  In my 55 years in investing, I’ve seen a number of economic cycles, pendulum swings, manias and panics, bubbles and crashes, but I remember only two real sea changes. We may be in the midst of a third one today, bringing a significant and possibly lasting change in the investment environment. The environment since 1980 — when the fed funds rate peaked at 20% before beginning a 40-year downtrend — was great for equity ownership and the use of leverage. But if the environment will be quite different in the years ahead, as I believe, the favored strategies are likely to be different as well. That means a reappraisal of portfolio construction is called for.
  

  

  Howard Marks, CFA

  Co-Chairman

  Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s

  adherence to its core investment philosophy; communicating closely with clients concerning

  products and strategies; and contributing his experience to big-picture decisions relating to

  investments and corporate direction. From 1985 until 1995, Mr. Marks led the groups at The

  TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and

  convertible securities. Previously, Mr. Marks was with Citicorp Investment Management for 16

  years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of

  convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst

  and, subsequently, Citicorp's Director of Research. Mr. Marks holds a B.S.Ec. degree cum laude

  from the Wharton School of the University of Pennsylvania with a major in finance and an

  M.B.A. in accounting and marketing from the Booth School of Business of the University of

  Chicago. He is a CFA® charterholder. Mr. Marks is an Emeritus Trustee and Advisory Member

  of the Investment Committee at the Metropolitan Museum of Art. He is a member of the

  Investment Committee of the Royal Drawing School in London. He also serves on the Shanghai

  International Financial Advisory Council and the Advisory Board of Duke Kunshan University

  and is an Emeritus Trustee of the University of Pennsylvania, where from 2000 to 2010 he

  chaired the Investment Board.

  

  About the Event:

  • 4:45 p.m. – Registration opens and passed hors d'oeuvres begin
  • 5:00 p.m. – Cash bar opens
  • 5:30 p.m. to 6:30 p.m. – Presentation
  • 6:30 p.m. to 7:30 p.m. – Cash bar and networking

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• Dr. Peter Fox-Penner: 'Building Tomorrow's Energy Grid'

  • When
    16 Oct 2024
  •  
    12:00 PM - 1:30 PM
  • Location
    600 Atlantic Avenue, Boston, Paul Connolly Center 4th Fl

  Register

  Dr. Peter Fox-Penner

  Senior Fellow and Founding Director at Boston University Institute for Global Sustainability

  
  

  
  

  

  Dr. Fox-Penner is an expert in energy and climate policy, regulated industries, and sustainable finance. He was the founding Director of Boston University’s multidisciplinary Institute for Global Sustainability (IGS) and a Professor of Practice at the university’s Questrom School of Business. He is a frequent public speaker on energy topics and the author of numerous published articles and books, including Smart Power: Climate Change, the Smart Grid, and the Future of Electric Utilities (Island Press, 2010).
  

  

  Please note that for security reasons, you will be asked to present a government issued photo identification to gain entrance into the Federal Reserve Bank. 

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• Debby Kuenstner, Chief Investment Officer at Wellesley College

  • When
    30 Oct 2024
  •  
    12:00 PM - 1:30 PM
  • Location
    600 Atlantic Avenue, Boston, Paul Connolly Center 4th Fl

  Register

  Debby Kuenstner

  Chief Investment Officer at Wellesley College

  

  
  

  

  Please note that for security reasons, you will be asked to present a government issued photo identification to gain entrance into the Federal Reserve Bank. 

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• Virtual Event Only: David Paleologos, Director, Suffolk University Political Research Center (SUPRC)

  • When
    1 Nov 2024
  •  
    12:00 PM - 1:00 PM
  • Location
    Virtual Event Only (Zoom)

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  **This will be a virtual event only hosted on Zoom**

  David Paleologos

  Director at Suffolk University Political Research Center (SUPRC)

  

  
  

  

  Please note that for security reasons, you will be asked to present a government issued photo identification to gain entrance into the Federal Reserve Bank. 

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• Fireside Chat with Jon McNeill, former President at Tesla and COO of Lyft & Moderated by Boston Consulting Group

  • When
    6 Nov 2024
  •  
    12:00 PM - 1:30 PM
  • Location
    600 Atlantic Avenue, Boston, Paul Connolly Center 4th Fl

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  Jon McNeill

  Co-Founder & CEO, DVx Ventures

  & Former President, Tesla & COO, Lyft
  

  

  The former COO of Lyft and President at Tesla, Jon is a six-time serial entrepreneur, delivering 9x returns to investors. He grew revenue run-rate at Tesla from $2B to $20B in 30 months before becoming the COO at Lyft, where revenues doubled and he helped take the company through IPO. Now as CEO & Co-Founder of venture studio DVx Ventures, Jon has founded and scaled six companies, led teams creating tens of thousands of jobs and delivered multi-billion dollar returns for investors. In addition to this role, he serves on the boards of General Motors, Cruise, CrossFit, Asurion, and Lululemon.

  

  Please note that for security reasons, you will be asked to present a government issued photo identification to gain entrance into the Federal Reserve Bank. 

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• Jared A. Ellias: 'The Credit Markets Go Dark'

  • When
    21 Nov 2024
  •  
    12:00 PM - 1:30 PM
  • Location
    600 Atlantic Avenue, Boston, Paul Connolly Center 4th Fl

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  Jared A. Ellias

  Scott C. Collins Professor of Law at Harvard Law School

  

  **Please note that this luncheon will take place on a Thursday, instead of our regular luncheon date of Wednesdays**
  

  

  Please note that for security reasons, you will be asked to present a government issued photo identification to gain entrance into the Federal Reserve Bank. 

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• Professor John Coates: "The Power of Twelve: When a Few Financial Institutions Control Everything"

  • When
    4 Dec 2024
  •  
    12:00 PM - 1:30 PM
  • Location
    600 Atlantic Avenue, Boston, Paul Connolly Center 4th Fl

  Register

  Professor John Coates

  John F. Cogan, Jr. Professor of Law and Economics at

  Harvard Law School

  

  John Coates is the John F. Cogan, Jr. Professor of Law and Economics at Harvard Law School, where he also serves as Deputy Dean and Research Director of the Center on the Legal Profession. Professor Coates served as General Counsel and as Acting Director for the Division of Corporation Finance for the SEC. Before joining Harvard, he was a partner at Wachtell, Lipton, Rosen & Katz, specializing in financial institutions and M&A. At HLS and at HBS, he teaches corporate governance, M&A, finance, and related topics. He has testified before Congress, advised the U.S. Department of Justice (DOJ), the U.S. Department of Treasury, and the New York Stock Exchange, and served as the Chair of the Investor-as-Owner Subcommittee of the Investor Advisory Committee of the SEC.

  Professor Coates’s most recent publication is The Problem of Twelve: When a Few Financial Institutions Control Everything

  

  Please note that for security reasons, you will be asked to present a government issued photo identification to gain entrance into the Federal Reserve Bank. 

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• Scott Clemons, CFA®, Partner & Chief Investment Strategist, Brown Brothers Harriman

  • When
    8 Jan 2025
  •  
    12:00 PM - 1:30 PM
  • Location
    600 Atlantic Avenue, Boston, Paul Connolly Center 4th Fl

  Register

  Scott Clemons, CFA®

  Partner & Chief Investment Strategist at Brown Brothers Harriman

  

  
  

  

  Please note that for security reasons, you will be asked to present a government issued photo identification to gain entrance into the Federal Reserve Bank. 

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• Professor Bengt Holmström, Nobel Prize Winner for Economics in 2016 and Paul A. Samuelson Professor (Emeritus), MIT

  • When
    22 Jan 2025
  •  
    12:00 PM - 1:30 PM
  • Location
    600 Atlantic Avenue, Boston, Paul Connolly Center 4th Fl

  Register

  Professor Bengt Holmström

  Nobel Prize Winner for Economics in 2016 and Paul A. Samuelson Professor (Emeritus) at MIT

  

   

  

  Please note that for security reasons, you will be asked to present a government issued photo identification to gain entrance into the Federal Reserve Bank. 

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• Ed McLaughlin, President & Chief Technology Officer, Mastercard

  • When
    12 Feb 2025
  •  
    12:00 PM - 1:30 PM
  • Location
    600 Atlantic Avenue, Boston, Paul Connolly Center 4th Fl

  Register

  Ed McLaughlin

  President & Chief Technology Officer at Mastercard

  

   

  

  Please note that for security reasons, you will be asked to present a government issued photo identification to gain entrance into the Federal Reserve Bank. 

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• The Boston Economic Club Luncheon

  • When
    26 Feb 2025
  •  
    12:00 PM - 1:30 PM
  • Location
    600 Atlantic Avenue, Boston, Paul Connolly Center 4th Fl

  Register

  The Boston Economic Club Luncheon

  

  
  

  

  Please note that for security reasons, you will be asked to present a government issued photo identification to gain entrance into the Federal Reserve Bank. 

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• James Poterba, Mitsui Professor of Economics, MIT

  • When
    12 Mar 2025
  •  
    12:00 PM - 1:30 PM
  • Location
    600 Atlantic Avenue, Boston, Paul Connolly Center 4th Fl

  Register

  James Poterba

  Mitsui Professor of Economics at MIT

  

   

  

  Please note that for security reasons, you will be asked to present a government issued photo identification to gain entrance into the Federal Reserve Bank. 

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• Professor Claudia Goldin, Henry Lee Professor of Economics at Harvard University and Nobel Memorial Prize Winner in Economic Sciences

  • When
    26 Mar 2025
  •  
    12:00 PM - 1:30 PM
  • Location
    600 Atlantic Avenue, Boston, Paul Connolly Center 4th Fl

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  Professor Claudia Goldin

  Henry Lee Professor of Economics
  

  Lee and Ezpeleta Professor of Arts and Sciences

  Harvard University

  
  

  Recipient of the 2023 Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel

  

  
  

  

  Please note that for security reasons, you will be asked to present a government issued photo identification to gain entrance into the Federal Reserve Bank. 

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• Professor Andrei Shleifer, John L. Loeb Professor of Economics at Harvard University

  • When
    9 Apr 2025
  •  
    12:00 PM - 1:30 PM
  • Location
    600 Atlantic Avenue, Boston, Paul Connolly Center 4th Fl

  Register

  Professor Andrei Shleifer

  John L. Loeb Professor of Economics at Harvard University

  

   

  

  Please note that for security reasons, you will be asked to present a government issued photo identification to gain entrance into the Federal Reserve Bank. 

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• The Boston Economic Club Luncheon

  • When
    30 Apr 2025
  •  
    12:00 PM - 1:30 PM
  • Location
    600 Atlantic Avenue, Boston, Paul Connolly Center 4th Fl

  Register

  The Boston Economic Club Luncheon

  

  
  

  

  Please note that for security reasons, you will be asked to present a government issued photo identification to gain entrance into the Federal Reserve Bank. 

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• The Boston Economic Club Luncheon

  • When
    7 May 2025
  •  
    12:00 PM - 1:30 PM
  • Location
    600 Atlantic Avenue, Boston, Paul Connolly Center 4th Fl

  Register

  The Boston Economic Club Luncheon

  

  
  

  

  Please note that for security reasons, you will be asked to present a government issued photo identification to gain entrance into the Federal Reserve Bank. 

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• The Boston Economic Club Annual Dinner Meeting

  • When
    21 May 2025
  •  
    5:00 PM - 8:30 PM
  • Location
    600 Atlantic Avenue, Boston, Harborview Dining Room, 31st Floor

  The Boston Economic Club Annual Dinner Meeting

  

  
  

  

  Please note that for security reasons, you will be asked to present a government issued photo identification to gain entrance into the Federal Reserve Bank. 

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