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Thu, Oct 26



2023 Index Investing Jamboree

The 2023 Four Corners Index Investing Jamboree will be held Thursday, October 26, 2023 in the Bogle Building at Vanguard's Headquarters. Vanguard Headquarters is located in Paoli, PA (about 40 minutes from the Philadelphia airport).

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2023 Index Investing Jamboree
2023 Index Investing Jamboree

Time & Location

Thu, Oct 26

Vanguard, Admiral Nelson Dr, Paoli, PA, USA

About the event

THURSDAY, October 26, 2023

Location: the conference will be held at The Vanguard Group Inc, located at the John C. Bogle Building, 700 Admiral Nelson Drive, Malvern, PA 19355.

8:30 am – 9:00 am: Coffee and Light Breakfast

9:00 am – 9:20 am: Welcome remarks

Session #1

9:30 am – 10:30 am: The Disappearing Index Effect

Authors: Robin M. Greenwood (Harvard Business School) and Marco Sammon (Harvard Business School)

Academic Discussant: Ian Appel (University of Virginia - Darden)

Practitioner Discussant: Phil Mackintosh (NASDAQ)

10:30 am – 11:30 am: Panel Discussion

Panel Moderator: Elisabeth Kashner (FactSet)

Panelist #1: Craig Lazzara (S&P Global)

Panelist #2: Catherine Yoshimoto (FTSE Russell)

Panelist #3: Raman Aylur Subramanian (MSCI)

11:30 am – 1:00 pm: Lunch

Session #2

1:00 pm – 2:00 pm: Market Power in the Securities Lending Market

Authors: Shuaiyu Chen (Purdue University), Ron Kaniel (University of Rochester), and Christian C. Opp (University of Rochester)

Academic Discussant: Edward Van Wesep (University of Colorado, Boulder)

Practitioner Discussant: Chris Reardon (Vanguard)

2:00 pm – 3:00 pm: Panel Discussion

Panel Moderator: Matthew Ringgenberg (University of Utah)

Panelist #1: Nick Hay (BlackRock)

Panelist #2: Todd Zerega (Perkins Coie)

Panelist #3: Tom Poppey (Brown Brothers Harriman & Co.)

3:00 pm: Conference concludes.  Optional social hour afterwards (location TBD)

Chatham House Rule

To encourage free discourse, the conference will operate under Chatham House Rule: participants are free to use the information received during the conference, but neither the identity nor the affiliation of the speaker(s) may be revealed.

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