2018 - 2019 Speakers

Speaker:

Tom Tzitzouris is a Director at Strategas, directing the Firm's fixed income research efforts. His work touches on all aspects of broad market fixed income strategy, as well as clients' asset/liability management needs. His focus includes interest rate and credit term structure strategies, callable bond analysis, sector relative value research, and valuation analysis for Treasury, Agency, and high grade corporates.. ...

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Speaker:

Tapan V. Gandhi, CFA is Principal at BroadBranch Advisors. Prior to that at ASK Pravi Capital, he was part of the team that has raised a mid-market private equity fund focused on investing in businesses across industries benefiting from the consumption theme in India. Before raising the fund, he had founded a strategy consulting and investment banking firm in India called Forward Thinking. Prior to that he was the Head of Strategy and Corporate Development at Lehman Brothers in India ...

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Speaker:

Eddy Elfenbein, MBA is the Owner, Publisher and Editor of the Crossing Wall Street Investment Newsletter, an investment analysis and research blog on the global stock market expressing opinions on individual securities and publishing the crossing Wall Street buy list since 2006 while working as an educator and evangelist for stock investing in the financial services industry, former editor at InvestorPlace.

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Speaker:

Mr. Crawford is Chief Executive Officer of MicroVest. He is responsible for leading the company’s investment operations and strategy since MicroVest’s founding in 2003. As MicroVest’s CEO, he led the launch of MicroVest I, LP, the first commercial private equity vehicle focused on microfinance in North America. Mr. Crawford has over 25 years experience with microfinance institutions and capital markets across the globe.

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Speaker:

Scott Sacknoff, is the CEO of SerenityShares Investments, an RIA and ETF fund sponsor focused on democratizing and expanding impact investing using public equities. At SerenityShares, we believe it is possible to achieve a market return or better while investing in a manner consistent with your values. The key begins with defining the issues affecting society and the planet and identifying the companies that offer products and services that address those challenges.

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Speaker:

Diane Keefe is Director of Business Development for BeneStream, a business services company that enables large employers to realize savings on corporate tax and health insurance overhead. BeneStream offers win win solutions so both employers and employees benefit.

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Speaker:

Jessica Milano is a vice president and director of ESG research for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global markets. She is responsible for overseeing the firm’s environmental, social and governance (ESG) research on global securities, which focuses on identifying and analyzing ESG factors most critical to company performance and whose societal impact is most significant.

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Speaker:

Isaac Boltansky is the Director of Policy Research for Compass Point Research & Trading, Mr. Boltansky coordinates the firm’s Washington policy analysis and follows financial services policy issues with a particular focus on mortgage finance, consumer lending, education services, capital formation measures, and tax policy.

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Speaker:

Ed Mills joined Raymond James in November 2017 as a managing director and Washington policy analyst, bringing more than 15 years of Washington, D.C., experience. Mr. Mills concentrates on the impact of Wall Street reform and housing finance policy on the financial markets and provides in-depth analysis of student lending, budget, and corporate taxation policy.

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Speaker:

Gina Martin Adams, CFA, CMT, is the Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy. Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis.

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Speaker:

David Wertheim is a Senior Client Portfolio Manager focused on real asset securities. In this capacity, he works with Invesco’s real assets investment management team, serving as its representative to clients and prospects.

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Speaker:

James Glassman is managing director with JPMorgan Chase and head economist for Chase Commercial Banking, he provides market insights to help clients better understand the changing economy and its impact on their business. Mr. Glassman also works closely with the firm’s Corporate Sector, including the Chief Investment Office and Investor Relations, as well as the Investment Bank and Government Relations groups, providing financial analysis and research. ...

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Speaker:

David Meier has served as a portfolio manager for Motley Fool since 2014 at the Global Opportunities Fund, Small-Mid Cap Growth and Emerging Markets Fund. He specializes in identifying investing opportunities in today’s and tomorrow’s great growth companies and the technology sector. Mr. Meier began his career at Motley Fool in 2005, having served as an analyst, mission leader and associate adviser.

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