Saturday, April 5, 2025, 10.00am to 11.30pm EDT
Cambridge Judge Business School is hosting a stimulating day of classroom style session with a finance focus for you to participate in. This conference is open to all Cambridge alumni and there will be priority booking for Master of Finance alumni.
Following the conference will be a black-tie gala dinner and reunion.
For any queries please contact Samantha Davies in the Alumni Relations team on alumni@jbs.cam.ac.uk.
Topic Summaries
- The Geopolitics of the Energy Transition (by Simon Taylor)
The transition from a fossil fuel based economy to a low carbon one will change the role of key suppliers and users of energy. We will look at who wins and loses, the big differences from the oil based economy, and the potential for a world of cheaper and more secure local energy sources.
- The Key Global Economic Relationship: the USA and China (by Simon Taylor)
We will look at the history of US-China relations, and whey they have gone from benign, to competitive to tense and even hostile. We'll explore how far the two can decouple and what it means for the world economy. We'll invite the class to consider the two different points of view: that of the US, and of China, and see if we can come up with any ways to improve relations or at least reduce the risk of all out conflict.
- Value vs. Virtue: Framing the ESG Debate Rationally (by Pedro Saffi)
Adopting ESG policies is a highly controversial topic. Do they create value, or are they simply posturing? Prof Saffi will discuss the trade-offs behind adopting ESG policies and the need to be honest with stakeholders about their costs and objectives.
- The search for alpha: how to identify good investment managers (by Pedro Saffi)
Prof Saffi will discuss how to find skilled investment managers, if they even exist, and the debate between active versus passive asset management.
Date: Saturday, April 5, 2025
Conference: 10:00am - 5:45pm ET
Reception: 7:00pm ET
Gala Dinner: 8:00pm - 11:30pm ET
Location: The Yale Club (Saybrook Room & Trumbull Room), 50 Vanderbilt Ave New York, NY 10017
Speakers
Management Practice Professor of Finance
Director of the Global Executive MBA Programme
Fellow of St Catharine’s College
MA (University of Cambridge), MPhil (University of Oxford), PhD (University of London)
My research interests include economics and financing of energy infrastructure, especially nuclear power. I was previously Deputy Head of European Equity Research at JPMorgan where I had responsibility for the technical and quantitative research teams and the technology, media, and telecoms sectors. I’m also a Fellow in Management at St Catharine’s College, where I chair the investment committee.
I’m part of the Finance subject group at Cambridge Judge Business School, and the Cambridge Energy Policy Research Group. Read more here.
Professor of Financial Economics
Director of the Master of Finance (MFin) Programme
BA (IBMEC Business School), MSc (Fundação Getulio Vargas (EPGE)), PhD (London Business School)
My research interests include security lending markets, short selling, liquidity risk, and how differences of beliefs affect trading volume. My consulting experience is centred on valuation, including work as an expert to international arbitration courts, and the analysis of pharmaceutical firms’ value.
I’m a member of the Finance subject group at Cambridge Judge Business School, which focuses on the investment and financial decisions of firms and institutions. Read more here.
Booking information
There are various ticket options available to you based on your preference. Priority booking for MFin alumni, this will then be opened to the wider Cambridge Judge Business School alumni community.
Conference only - $170pp
Dinner only - $135pp
Conference and dinner - $290
