Wharton Boston Business Exchange

The Wharton Boston Business Exchange is a forum for the exchange of ideas, information, and leads/business contacts. The meetings have something of interest for every participant: presentations by fellow alums on topics of interest, discussion of current important business issues, guest speakers, panel discussions, networking, and the exchange of business leads and contacts. 

Wharton Alumni only.  Primarily for Wharton Club members.  Limited to a single visit for alumni non-members.  Coffee and bagels are served.

Attendance is free, but registration is required.  

This month's meeting will feature a presentation by Kimball Halsey, WG96, on Risk-Parity Investing – Does it actually work? 
 
The discussion will focus on Risk-Parity investment strategies: what they are, what the underlying economic/financial assumptions are upon which they are based, and how risk-parity portfolios are constructed. It will touch upon MBA topics we covered at Wharton such as asset pricing (i.e., the present value of future cash flows), efficiency of financial markets, modern portfolio theory, and the impact on financial markets of unexpected news/information.

About Kimball
Kimball Halsey is the President and founder of Radius Capital Management, a registered investment advisory company based in Concord, MA. Radius was initially established on the strength of the Radius Risk-Adjusted Return Investment Strategy (Radius Strategy), a proprietary set of quantitative portfolio optimization and management tools developed by Mr. Halsey. Subsequently, Mr. Halsey created two additional quantitative strategies: The Radius Index Strategy (a predominantly passive mean-reversion strategy) and The Balanced Risk Strategy (an alternative risk-parity strategy).

Mr. Halsey graduated from Dartmouth College in 1983 with a B.A. in Mathematics and Economics. In 1996 he earned his M.B.A. (with high honors) in Finance from the Wharton School of the University of Pennsylvania, graduating in the top 5% of his class (Palmer Scholar). At the same time he also earned a M.A. (with honors) in International Studies from the Lauder Institute (School of Arts and Sciences) of the University of Pennsylvania. In addition to his native English, Mr. Halsey is fluent in German and French and is conversant in Russian.

Location: 20 William Street in Wellesley, office of Wilchins Cosentino & Friend LLP, first floor (up the steps), turn right and go down the hall to the right, past the elevators.

Contact Craig James at [email protected].

“I have found the Wharton Boston Business Exchange to be a valuable new Club resource. After just two monthly meetings, I’ve already made one job contact, witnessed a presentation by a fellow member that was both interesting and actionable, and initiated several new relationships. I would definitely recommend that other Wharton alum join an exchange. In fact, I’ve already invited a close friend of mine and fellow alum to join!” – LAURA WG’99 

"While I have attended other Wharton Networking events in the past, the new Wharton Boston Business Exchange is a much stronger networking venue. It's the continuity of having the same core members, as well as the opportunity to meet outside of the group, which strengthens the networking opportunities. I've attended both meetings of our group and have enjoyed the opportunity to meet a new group of Wharton alums. The meetings have been informative and I've made several referrals to other attendees already. I look forward to our next meeting and the opportunity to build mutual relationships that will help both develop business and create value added relationships. It's a great way to leverage our Wharton connections. I would highly recommend joining if you are interested in growing your business and developing valuable contacts." – KEN WG’68 

"The Business Exchange affords the opportunity to meet other Wharton grads one-to-one without having to travel into the city, and in doing so get an in-depth understanding of each other's businesses. The hope is that the insights we gain will help us all develop stronger relationships and refer business to each other." - BARBARA, Wh '81 

"I have attended the first three Wharton Boston Business Exchange meetings of 2010.  The events are well-organized and have a purpose......networking with fellow alums.  The meetings allow for  introductions to fellow alums, after which I have met one-on-one to talk about opportunities or share ideas with those who have similar interests.  I highly recommend attending one of the upcoming meetings.  The more who attend, the more valuable for all involved."   -  Jeff Stought  WG '98 
 
"I have been motivated to tolerate a 5:00am wake-up call & 90-minute commute to regularly attend the Wharton Boston Business Exchange.  The Exchange’s objectives are clear and extremely well managed, namely:  Networking for business leads,  "advice, or a new position - for about 45 minutes. This interchange is followed by a brief guest speaker or discussion topic of common interest. Additionally, the Exchange meetings afford a convenient venue for 1-on-1 idea and referral follow-ups, from which I have acquired both valuable contacts and exceptionally enjoyable friends!"   -  Kathryn Davis Cadigan  WG '89  
 
"As a first-timer, and late to that first meeting too, I was welcomed as though I’d been a long-time member.  I gave a brief intro that people actually listened to and when it came time for networking, useful ideas came pouring in my direction.  It was a most useful, smart and engaging group of talented folk and I look forward to our next gathering." Kendall Dudley, W'65
 
"This is a great group.  The people are nice and down to earth with a wide assortment of skills and experience and interests.  People are interested and interesting.  This is well worth your time." Jeanne Blauner WG'78


Register by completing the RSVP form!