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Event Detail

Distinguished Speakers Series: Tim Walsh, CIO, NJ Division of Investments (Ended)

Date, Time, and Location:
Monday, October 15, 2012 (add this event to your Outlook Calendar)
12:00 PM
University Club, 76 E. Monroe Street, Chicago, IL  60603   (Driving Directions)

Date, Time, and Location:
Mon., Oct. 15, 2012
12:00 - 1:00 pm
University Club, 76 E. Monroe Street, Chicago, IL 60603

Program Description:
Public Pension Funds
Tim Walsh will focus on the assets and asset allocation of US Public Pension Funds. Walsh is the chief fiduciary for the $70 billion New Jersey Pension Fund as well as approximately $15 billion in money markets funds, deferred compensation plan, college savings plan, etc.

Fee:
Members - $45
Non-Members - $55
Student-Members - $10
(payable by cash, check, credit card or function ticket)*

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Chef's Choice (Vegetarian meal available upon request)

For Reservations: Register below

Agenda:
11:30 am - 12:00 pm - Registration & Networking
12:00 pm - 1:00 pm - Luncheon Presentation

Hosted by: Luncheon Program Advisory Group

Tim Walsh Presenter:
Tim Walsh was appointed the Director (CIO) for the State of New Jersey Pension fund in August 2010, Walsh has a deep and diverse background in the capital markets and portfolio management area. He is the chief fiduciary for the $70 billion New Jersey Pension Fund as well as approximately $15 billion in money markets funds, deferred compensation plan, college savings plan, etc. In his 26 year career in the investment industry, Walsh has spent much of his career working in Boston and Chicago for various commercial banks, hedge funds, and investment advisory firms. He has managed money through a variety of challenging and volatile economic conditions and considers his success through these times as one of his strengths.

Prior to joining the State of New Jersey, he was the Chief Investment Officer for the Indiana Teachers Retirement fund, where he managed this $8 billion pension fund. Before joining the Indiana teachers’ fund, Walsh was the Vice President and senior trader in fixed income securities and foreign currencies for several large money center banks. He ran his own investment advisory firm, Walsh Financial Services that provided wealth management services for individuals, private trusts and corporate clients. Walsh also has gained experience in the hedge fund area when he served as an investor relations executive with a Chicago based global macro hedge fund. He has been an active public servant throughout his career with positions as trustee of the Indiana Teachers Retirement fund, a commissioner of the Indiana Gaming commission, and a member of various non-profit and business boards.

Walsh has a Bachelor of Science degree from Merrimack College in N. Andover, MA and his MBA from the Kellogg School of Management at Northwestern University. He has been married for 18 years and has two teenage children.

*Special Notes Regarding Fees:
Student rate only available to students approved as a Student-Member of CFA Chicago for 2012-2013. Regular, Candidate, and Affiliate Members may apply function tickets as payment for Non-member or Student-Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, Oct. 10.

Passport Program
Members of any CFA society may attend at the CFA Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.