The XXV Round Table
October 27, 2022 9:30 AM to 3:30 PM
The President’s Room, The Harvard Club of Boston
374 Commonwealth Ave, Boston, MA
After a series of successful remote round table discussions over the past 18 months, we are meeting in person for the first time (and with a slightly larger group)
There are no paid speakers. We have scheduled four topics before lunch and two after. It’s up to each of us to decide whom to question, hang with, or have a beer or coffee. Plenty of room and space for planned and impromptu breakouts and discussions exist throughout the Club
Provocative Topics for This Round Table
“The Tail-to-Tooth Ratio T3R applied to Ukraine, Russia, and Value Chains”
“Disruptive, Episodic Investing e.g. Cross-Capital Portfolio Protection Strategies”
“Valuation Impact of Companies with High % Workforce Independents.”
“Re-Breakthroughs in Immunotherapy of Alzheimer’s Disease.”
“Global Macro Through Paxes, Axes, Sexes, and Taxes”
Confirmed Attendees
Miles Everson, CEO of MBO partners, fmr. Global Head of PwC Advisory
Dan McCollum, Deputy CIO, Hirtle Callaghan
Colonel Jon Shaffner, Pentagon, Army Chief of Staff Planning Office
David Daglio, CEO BC GUMPS Capital, fmr. CIO, BNY Mellon Global Equities
Jeff Madden, CEO, ADvantage Therapeutics, fmr. Partner, Ironbridge Capital at RMB
Corey Griffin, fmr. CEO Boston Company Asset Management and Boston Private
Jamison Miller, GM, Stansberry Research
Professor Joel Litman, CEO, Valens Research
Dr. Emmett Tracy, Emory & Henry College
Rob Spivey, President, COO & Director of Research, Valens Research
John Maxwell, JGM Associates, fmr. Partner PwC
Kyle Pinkerton, Director of Research, BC-GUMPS
Kaan Koker, Chief Legal Officer, Transcend10
Tony Leness. Managing Partner at Lincoln Peak Capital Management
Matt Mund, Chief Operating Officer at Total Brain
Henry Desai, COO Transcend10
Douglas Suliman, President of Breton Capital Management
Dale Dutile, Investor, fmr. CFO at aptihealth
John Miller, CFO at eProdigy Financial
Andrew Carlson, Partner, PwC Consulting
Gennady Podolsky, Worldwide Travel Expert, Founder of WikiMiles
Dr. Param Dedhia, Sleep and Wellness Expert
Location
The Club is located at 374 Commonwealth Ave in Boston
Parking is available in the Club’s lot, located directly behind the Clubhouse at 415 Newbury Street
Please be sure to indicate that you are here for Joel Litman’s round table event to ensure that you are not charged for parking
Here to help
We understand that many people are traveling to be able to attend the round table and we want to be sure that all logistical needs are taken care of. Should you require assistance with anything including:
Travel arrangements
Hotel recommendations and bookings
Car services
Parking information
Office or work space in Boston before, after, or during the event
Restaurant recommendations and reservations
Anything else that might make things easier
Please do not hesitate to reach out directly to MaryAnn Enriquez (menriquez@transcend10.com) or use the form below to get in touch.