Mr Wendell Weakley, speaking at ETF & Indexing Investments USA 2011

Mr Wendell Weakley,
President and Chief Executive Officer
University of Mississippi Foundation

Chief Executive Officer for the Ole Miss Foundation overseeing an endowment of over $500 million. Extensive SEC filing experience with PwC including numerous initial public offerings, secondary offerings, debt offerings, mergers and acquisitions and special SEC filings. 29+ years of public accounting experience serving clients in the manufacturing, distribution, retail and financial services industries. International two-year tour-of-duty with an emphasis on global clients. Served as a Consumer and Industrial Products and Services Leader, Office Managing Partner and as a PwC Regional Risk Management Partner.

Appearing:

Asset Allocation Summit USA: Monday, May 16, 2011

12.00

Panel session: Traditional asset allocation models - give them a facelift or scrap them altogether?

• Impact of the 2008 breakdown on current models
• Understanding asset class correlation to effectively manage risk in your portfolio
• Re-balancing your percentages: how often should you do this?
• Examining quantitative methodologies
• Looking forward: will there be a place for the traditional models in institutional portfolios?

Mr Wendell Weakley,

President and Chief Executive Officer,
University of Mississippi Foundation

Mr Jack Hansen,

Chief Investment Officer,
The Clifton Group

Mr Steve Plake,

Vice President,
Riverside Risk Advisors

Mr Vittorio Lacagnina,

Director,
SteelRiver Partners

Sponsor ETF & Indexing Investments USA 2011 ›

Gold sponsor