Investing And The U.S. Economic
Outlook Focus Of 2005 Investment Forum Hosted By The UNH Whittemore
School Friday, Sept. 30
Contact: Lori Wright
UNH Media Relations
Sept. 26, 2005
WHAT: 2005 Investment Forum hosted by the Atkins Investment
Center at the University of New Hampshire Whittemore School of Business
WHEN: Friday, Sept. 30, 9 a.m. to 12:30 p.m.
WHERE: Dimond Library Reading Room, Durham campus
BACKGROUND: Four UNH alumni will discuss investing and the
U.S. economy at the Atkins Investment Center’s 2005 Investment
Forum. 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.