2019 - 2020 Speakers

Speaker:

Darrell L. Cronk is president of Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially.

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Speaker:

Chris Versace is the Chief Investment Officer at Tematica Research. At the start of his career, Mr. Versace spent 13 years in the equity research departments of Salomon Brothers; DLJ and Friedman Billings Ramsey.

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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.

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Speaker:

Michael Olsen joined The Motley Fool, LLC in 2005, where he had recently served as Advisor for their sister company’s dividend-oriented stock-picking products, and Co-Advisor for PRO UK, a UK-focused investment service offered by their affiliate, The Motley Fool Ltd.

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Speaker:

Erin Boeke Burke joined S&P Global Ratings on the U.S. Public Finance team in November of 2016. In this position, she rates municipal and cooperative utilities as well as debt issued by State Revolving Funds and bond banks, and has done several Green Evaluations in U.S. Public Finance.

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Speaker:

Brendan Sheehan is based in New York and leads Moody's corporate governance analysis efforts globally as part of the global ESG team. He plays a leading role in designing and implementing non-credit rating assessments and was responsible for the worldwide release of the Moody's Governance Assessment Framework in 2019.

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Speaker:

Jessica Milano is a vice president and director of ESG Investment Research for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global markets.

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Speaker:

Chris Lyons, CFA is the head of the private credit group where he is responsible for the sourcing, underwriting and management of all private debt securities Voya Investment Management invests on behalf of its clients. Chris has focused exclusively on the private debt markets for the firm since 1993, originally joining the team at the analyst level.

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Speaker:

Tom Emmons is a senior vice president, co-head direct infrastructure at Voya Investment Management, focusing on renewable energy infrastructure debt investments. Prior to joining the firm, Tom was a partner at Pegasus Capital Advisors where he focused on debt investments in renewable energy and sustainable infrastructure.

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Speaker:

Ellen Safir is Chief Investment Officer of New Century Advisors and founded the firm in 2002. She is responsible for the overall investment and business strategies of New Century Advisors. An early adopter of TIPS, she has helped advance the firm's reputation as an expert in inflation-linked securities. ...

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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:

Merrill Ross joins Compass Point as a Managing Director and Senior Research Analyst covering equity REITs. Ms. Ross has over 29 years’ experience as a sell-side analyst covering financial and real estate stocks.

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Speaker:

Michael Joyce is Senior Vice President, Acquisitions at American Real Estate Partners (AREP). Michael joined AREP in 2011 and is responsible for sourcing, underwriting, diligencing, financing and closing new acquisitions.

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Speaker:

Katie founded Sandhill Strategy with Stefanie Miller in 2019 to provide institutional investors with predictive, rigorous, and unbiased regulatory and political risk analysis. The firm is registered as an investment advisor in the District of Columbia, New York, and Texas

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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:

Mark Zandi is chief economist of Moody’s Analytics, where he directs economic research. Moody’s Analytics, a subsidiary of Moody’s Corp., is a leading provider of economic research, data and analytical tools. Dr. Zandi is a cofounder of Economy.com, which Moody’s purchased in 2005.

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Speaker:

Ira Jersey is the Chief U.S. Interest Rate Strategist at Bloomberg Intelligence, a division of Bloomberg LP, and is based in Princeton, NJ. He provides both top-down and bottom-up perspectives on U.S. Treasury, money market and related derivative markets including the impact of the Federal Reserve, Congressional policy, the Federal budget, and Treasury issuance. He regularly appears on Bloomberg TV and radio.

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Speaker:

Bert Ely has specialized in deposit insurance and banking structure issues since 1981. As the S&L situation worsened, he became in 1986 one of the first persons to publicly predict a taxpayer bailout of the FSLIC. In 1991, he was the first person to correctly predict the non-crisis in commercial banking; in 1992, he predicted the forthcoming taxpayer bailout of the Japanese banking system...

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Speaker:

Gerard S. Cassidy is a Managing Director, Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst, with RBC Capital Markets. Gerard S. Cassidy was a Managing Director of Equity Research with Tucker Anthony Sutro Capital Markets, which was acquired by the Royal Bank of Canada in 2001.

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Speaker:

Ethan Heisler has been talking to bank treasurers and CFOs of large and small since the early 1980s, when he began his career on Wall Street doing overnight repo specials on the Government Trading desk at Dillon Read, & Co ...

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Speaker:

Steven N. Stein is a Co-Founder and the Chief Executive Officer of FSI Group, LLC, where he serves as co-portfolio manager of FSI’s flagship long/short equity hedge fund. During his career he has served as a director of several banks and financial services companies.

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