Investing and the U.S. Economic Outlook Focus of 2005 Investment Forum Hosted by the UNH Whittemore School Friday, Sept. 30

By Lori Wright, Media Relations

Four UNH alumni will discuss investing and the U.S. economy at the Atkins Investment Center’s 2005 Investment Forum Friday, Sept. 30, 9 a.m. to 12:30 p.m. at the Dimond Library Reading Room.

The sessions and speakers are:

“Equity Markets: Mid-Cap Value Stocks,” Joe Zock (’77), president and portfolio manager, Capital Management Associates (CMA). Zock has been involved with finance and real estate for more than 20 years. He is a founding partner of Capital Management Associates in New York City. Zock received his bachelor’s in political science and economics from UNH. He holds a JD from Western State University College of Law, San Diego (1980) and a Certificate in International Law, University of London, Kings College School of Law.

Zock and CMA have hosted competitive internships for UNH and Whittemore School students for several years.

“The U.S. Economic Outlook: Is There Life after Greenspan?” David Greenlaw (’80), chief U.S. fixed-income economist, Morgan Stanley. Greenlaw’s primary duties involve analysis of the U.S. economy and credit markets, including Federal Reserve and Treasury activity. He also is responsible for the projections of key economic indicators. He holds an M.B.A. from New York University and a bachelor’s in economics from UNH.

“Large Company Value Investing – A Practitioner’s Perspective,” David King (’78), managing director and senior portfolio manager, Putnam Investments. King is the portfolio leader for the New Value Fund, Convertible Growth & Income Fund and the High Income Bond Fund. He graduated summa cum laude from UNH with a bachelor’s in business administration. He received his M.B.A from Harvard Business School in 1983.

As an undergraduate, King was a member of the UNH jazz ensemble and played with Clark Terry, Dizzy Gillespie and Joe Williams. King established the Dr. Clark Terry and David Seiler Endowed Fund for the Perpetuation of the Jazz Language, which helps UNH students and faculty have access to exceptional jazz artists and scholars.

“The Hedge Fund Business,” Morgan Rutman (’84), founder and managing director, Harvest Capital (a NYC-based hedge fund co.). Rutman founded Harvest Capital and Harvest Management in 1993, and is a managing member of Harvest Management, L.L.C. and Harvest Advisors, L.L.C. in New York City. Rutman graduated with honors from the Whittemore School in 1984.

Rutman and his wife Tara established the Rutman Family Graduate Fellowship in History to honor Rutman’s parents, Darrett and Anita Rutman, and to provide resources that will strengthen academic programming and enhance faculty development within the History Department. Darrett B. Rutman was a distinguished scholar and served on the faculty of the UNH History Department from 1968-1984. Rutman is a member of the UNH Foundation’s Board of Directors.