18 Palmer St., Lowell, MA
|1:30-2:00||Registration - Networking|
|2:00-2:10||Annual Business Meeting - Election of Officers|
|2:10-3:00||Liquidity Dynamics after Money Fund Reform|
|3:00-4:00||Interest Rates and the Impact on Corporate Investment Portfolios|
President- Jeannine Hardy, Santander Bank
Vice President- Jeanne Keane, CTP, Staples, Inc.
Treasurer- Kent Wittler, AEW Capital Management
Secretary- Margie Vose, Fidelity Investments
UMass Lowell is a national research university located on a high-energy campus in the heart of a global community. The university, which offers its 17,000 students bachelor’s, master’s and doctoral degrees in many academic areas, has undergone a significant transformation in recent years. Dr. Jacqueline Moloney will speak on the role of entrepreneurship in leading change in a complex organization.
Global economic growth has been positive, but uneven. This session will address themes that impact growth including energy price realignment, complex political forces, and how expected changes in central bank policy will impact the markets.
Members: No Charge
Closest parking garage at 100 Market St.
Jacqueline Moloney, Ph.D.
Executive Vice Chancellor; Professor, Curriculum & Instruction
University of Massachusetts Lowell
Jacqueline Moloney was appointed executive vice chancellor for the University of Massachusetts Lowell in April 2007 and is the first woman to serve in this role in the history of the institution. As executive vice chancellor she has played a vital role in developing the university’s strategic plan which has led to a dramatic transformation of the institution. In addition, she oversees the university’s engagement in economic development and entrepreneurship initiatives, Student Affairs and the Division of Online and Continuing Education.
Dr. Moloney is known for her entrepreneurial and collegial leadership style. She has previously served in numerous capacities at the university, including dean of Continuing Studies, Corporate and Online Education and the founding director of the Centers for Learning. Under her leadership, the Continuing Studies Division became a $40 million operation which has achieved a national reputation for excellence and is the recipient of three Sloan-C awards. Working with the Deshpande Foundation, Dr. Moloney has launched numerous initiatives around Innovation and Entrepreneurship and was a co-chair of the 2012 Deshpande Symposium for Entrepreneurial Colleges and Universities at UMass Lowell.
Dr. Moloney was named to the Sloan Consortium’s inaugural class of Sloan-C Fellows for her distinguished service and leadership in the field of online education in 2010. In 2009, she was recognized with the Most Outstanding Achievement in Online Learning by an Individual from Sloan-C. She is also the recipient of the Girls Inc. of Lowell’s Woman of the Year, the Lowell Sun’s inaugural Salute To Women and the House of Hope Volunteer Award. She remains active in the community and is a member of the Board of Directors of Lowell General Hospital, the Greater Lowell Community Foundation and Enterprise Bank.
Dr. Moloney is a member of the Graduate School of Education faculty, where she received her doctorate in 1992. She has authored numerous scholarly articles on the development of online programs, the use of technologies in the classroom; cross-disciplinary approaches to curriculum reform; and the organizational reform of higher education.
Jeffrey L. McDonald, MBA®
Senior Vice President, Chief Investment Officer
Enterprise Investment Advisors
Jeffrey McDonald is a Senior Vice President and Chief Investment Officer at Enterprise Investment Advisors located in Lowell, MA. Mr. McDonald joined Enterprise Investment Advisors in August 2009 as a Portfolio Manager working closely with Relationship Managers to deliver world class investment advice and strategies to clients. He is responsible for in-depth analyses of investment portfolios, research coverage of individual stocks, bonds, mutual funds and alternative investments. Mr. has over 23 years of investment management experience.
Prior to joining Enterprise Investment Advisors, Mr. McDonald was a portfolio manager at Sovereign Bank’s Wealth Management Group in Boston where he managed over $1 billion in client assets. In addition, he served as a fixed income manager for a $3 billion pension fund in New York, worked on the institutional fixed income trading desk at Fidelity, and developed a wealth management practice at Merrill Lynch. He is currently a candidate for Level II of the CFA designation. Mr. McDonald is actively involved in various fundraising events such as the Swim Across America and the Connecticut Challenge cycling event. He is also involved in community building associations such as Habitat for Humanity and has served as a member of the fundraising committee and orchestra for South Church in Andover. In addition, Mr. McDonald is a coach for the North Andover soccer and baseball leagues.