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David M. Darst, CFA - Featured Speaker
Managing Director & Chief Investment Strategist, Morgan Stanley Smith Barney
David Darst is responsible for Asset Allocation and Investment Strategy at MSSB, and was the founding President of the Morgan Stanley Investment Group. Darst is the author of seven books, including The Complete Bond Book, The Handbook of the Bond and Money Markets, The Art of Asset Allocation, Benjamin Graham on Investing, and New York Times' bestseller, The Little Book That Saves Your Assets, all of which have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, and Vietnamese. A popular pundit on CNBC, Bloomberg, FOX, and PBS, he has also contributed numerous articles to Barron's, Euromoney, The Money Manager, Forbes.com, and The Yale Economic Review, and has lectured extensively at Wharton, Columbia, INSEAD, and NYU business schools.
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Robert C. Doll, CFA - Featured Speaker
Chief Equity Strategist, BlackRock
Bob Doll is Chief Equity Strategist for Fundamental Equities at BlackRock, a premier provider of global investment management, risk management and advisory services with $3.345 trillion of assets under management. In addition, he heads the U.S. Large Cap Series equity team and has primary portfolio management responsibility for those products. Doll was President and Chief Investment Officer of Merrill Lynch Investment Managers at the time of its merger with BlackRock in 2006. Prior to joining MLIM, he served as the Chief Investment Officer of Oppenheimer Funds, Inc. Doll is both a Certified Public Accountant and a Chartered Financial Analyst.
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Ben Mezrich - Featured Speaker
Best-selling Author
Author Ben Mezrich has created his own highly addictive genre of nonfiction, chronicling the amazing stories of young geniuses making tons of money on the edge of impossibility, ethics and morality. Mezrich has written 12 books, two of which — after having enjoyed New York Times best-seller status — were developed into Hollywood films: Bringing Down the House inspired "21" starring Kevin Spacey and Laurence Fishburne; The Accidental Billionaires was adapted into the Oscar-winning "The Social Network." A third adaptation — this time of his latest book, Sex on the Moon — is in the works. Some of Mezrich’s other titles, also New York Times best-sellers, include Ugly Americans and Rigged.
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Kathleen Hays - Featured Speaker
Host, The Hays Advantage, Bloomberg Radio
Kathleen Hays is one of the top Economics reporters and anchors in the country, having covered the U.S. economy and the Federal Reserve for more than 20 years on television, radio, and in the print and electronic media. In her latest venture since joining Bloomberg Television in 2006, she covers all the economic, market, and policy issues for which she is nationally known on The Hays Advantage, a weekday program on Bloomberg Radio. Hays came to Bloomberg TV from CNN, where she served as Economics Correspondent and an anchor for the network. Her TV career started at CNBC, where she became one of the key players on the morning show Squawk Box and served as the network's Economics Editor. Prior to that, Hays helped found Market News International, worked on Reuters' Money Desk, and was New York Bureau Chief for Investors Business Daily.
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Richard Yamarone - Economy Panel Moderator
Senior Economist, Bloomberg
Richard Yamarone focuses on monetary & fiscal policy, economic indicators, fixed income, commodities, and general macroeconomic conditions for Bloomberg Brief: Economics, a daily newsletter available to Bloomberg Professional® service subscribers that features analysis, data and news on the forces shaping the global economy. Yamarone and the Bloomberg Briefs economics team provide in-depth analysis of macroeconomic data, policy, and trends, and their impact on financial markets. Yamarone forecasts U.S. economic statistics and trends, builds macroeconometric models, and analyzes possible outcomes. Creator of the Bloomberg Orange Book and author of Trader's Guide to Key Economic Indicators, Yamarone is a highly respected economist with more than two decades of experience.
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David Crowe, Ph.D. - Economy Panel
Chief Economist & Senior Vice President, National Association of Home Builders
David Crowe is responsible for NAHB's forecast of housing and economic trends, survey research, and analysis of the home building industry and consumer preferences as well as microeconomic analysis of government policies that affect housing. He is also responsible for the development and implementation of an innovative model of the local economic impact and fiscal cost of new home construction, which has estimated the net impact of new housing in over 500 local markets. Crowe's past research has concentrated on home ownership trends, tax issues, demographics, government mortgage insurance, local land use ordinance impacts and the impacts of housing on local economies.
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Milton Ezrati - Economy Panel
Partner, Senior Economist & Market Strategist, Lord, Abbett & Co. LLC
With more than 30 years of experience in the financial services industry, Milton Ezrati is responsible for economic research and strategy at Lord, Abbett. A recognized authority on a range of global and domestic financial issues, Ezrati speaks to audiences across the United States, Europe, and Asia. He frequently contributes to and is quoted in a variety of publications, including The Wall Street Journal, Barron's, and the Financial Times, and appears on financial television providing market commentary. Ezrati is the author of Kawari, one of the foremost books detailing the economic changes in Japan. He was Senior VP and Head of Investing for the Americas at Nomura Asset Management before joining Lord, Abbett in 2000.
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Hugh Johnson - Economy Panel
Chairman - Hugh Johnson Advisors, LLC
In his capacity as Chairman, Hugh Johnson manages $956 million in equity, fixed income, and cash investments for individual and institutional clients, and serves as a consultant to $1 billion in institutional assets. To manage these assets effectively, Johnson formulates a broader outlook for the stock and bond markets by combining his knowledge of financial markets and economic history with an understanding of how market cycles work. Highly published in financial and other leading newspapers and periodicals, he has been a frequent guest on financial television news programs and currently serves as an economic advisor to the Chairman of the New York State Assembly Committee on Ways and Means.
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Dr. Jerry Webman, CFA - Economy Panel
Senior Investment Officer & Chief Economist, OppenheimerFunds
Jerry Webman provides strategic viewpoints on the overall financial and economic markets to investment management and the financial advisor and investor communities of OppenheimerFunds. For over 25 years, Webman has been involved in the investment and economic markets — as a researcher, a financial advisor and a portfolio manager. Prior to joining OppenheimerFunds in 1996, he was managing director and chief investment strategist at Prudential Mutual Funds. Before Prudential, he specialized in municipal housing finance with a public finance advisory firm after having begun his municipal finance career at Merrill Lynch Capital Markets. Formerly an assistant professor of politics and public affairs at Princeton University, Webman's views on the economy and markets are often quoted in leading media outlets.
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Danielle Hughes - Domestic Markets Panel Moderator
CEO & Founder, Divine Capital Markets LLC
Danielle Hughes has extensive proven expertise in the areas of proprietary and agency equity trading and investment banking as evidenced by frequent requests for appearances on CNBC, FOX News, and FOX Business. She founded Divine Capital in 2001 after having served as Vice President of Trading at M.H. Meyerson & Co. where she established the firm's IPO and secondary trading desk. Today, Divine Capital is recognized for providing high quality equity and option execution, research and trading strategies, investment banking services and capital introduction. Divine Capital's clients include leading institutional fund managers, pension plan sponsors, major corporations, family offices and high net worth individuals.
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Barry R. James, CFA, CIC - Domestic Markets Panel
President/CEO & Portfolio Manager with James Investment Research
President of the James Advantage Funds
Barry James is President of the James Advantage Funds in addition to being President/CEO and Portfolio Manager with James Investment Research. James received his undergraduate degree from the United States Air Force Academy and his master's degree from Boston University. He joined James Investment Research in its beginning years before a tour of duty as an instructor/fighter pilot with the United States Air Force. James returned to the company in 1986. He currently oversees the management of James Investment Research and is a senior member of the Investment Committee. As company spokesman, he is often interviewed on TV and radio and quoted in print.
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David Kudla - Domestic Markets Panel
CEO & Chief Investment Strategist, Mainstay Capital Management, LLC
As CEO and Chief Investment Strategist of Mainstay Capital Management, LLC, David Kudla oversees all operations of the firm and directs investment policy. He is also a contributing writer for Forbes and Dow Jones, regularly speaks at national conferences and has conducted retirement educational programs for thousands worldwide. In addition to wealth management, Kudla's firm specializes in retirement planning and has a patent pending for Mainstay's proprietary Waypoint Retirement Planning System. He has been named by Barron's as one of the "Top 100 Independent Advisors" in the country for the past three years, and Mainstay is currently ranked by Investment News as a "Top 30 Financial Planning Firm." Kudla often appears on CNBC and other business news programs and is frequently quoted in the financial press.
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Sam Peters - Domestic Markets Panel
Senior Vice President & Portfolio Manager, Legg Mason Capital Management
Sam Peters joined Legg Mason Capital Management in 2005. He currently serves as the Portfolio Manager of the LMCM Special Investment Trust mutual fund and manages the Mid-Cap equity for institutional investors. As of November 1, 2010, Peters also serves as the co-portfolio manager of the LMCM Value Trust mutual fund with Bill Miller, CFA and Mary Chris Gay. Additionally, he oversees the LMCM Research team. Prior to joining Legg Mason, Peters held positions with Fidelity Management & Research and Eppler, Guerin & Turner, as well as Samuel M. Peters Investment Advisors, an independent advisory firm he founded in 1996.
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John W. Rogers, Jr. - Domestic Markets Panel
Founder, Chairman & Chief Investment Officer, Ariel Investments
John W. Rogers, Jr. is Founder, Chairman and CIO of Ariel Investments, a Chicago-based money management firm that serves institutional clients, individual investors, and defined contribution plans. Rogers' passion for investing started when, at age 12, his father began buying him stocks every birthday and Christmas instead of toys. After two and a half years as a stockbroker at William Blair & Company, Rogers founded Ariel Investments in 1983 to focus on undervalued small and medium-sized companies. He majored in economics and played basketball under Hall of Fame coach Pete Carril at Princeton University, and was that institution’s recipient of the coveted Woodrow Wilson Award in 2008. In 2010, President Obama appointed Rogers as chair of the President’s Advisory Council on Financial Capability.
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Aaron Brown - Alternative Investments Panel Moderator
Risk Manager, AQR Capital Management
Aaron Brown is risk manager at AQR Capital Management and the author of The Poker Face of Wall Street (Wiley 2006, picked as one of the ten best books of 2006 by Business Week) and A World of Chance (Cambridge University Press 2008, with Reuven and Gabrielle Brenner). In his 30-year Wall Street career, he has been a portfolio manager, trader, head of mortgage securities and risk manager for firms including Morgan Stanley and Citigroup; he also did a stint as a finance professor. He holds degrees in applied mathematics from Harvard and finance from the University of Chicago.
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Adam B. Blitz, CFA - Alternative Investments Panel
Chief Investment Officer & Principal, Evanston Capital Management, LLC
Adam Blitz is a member of the Investment Committee and the Board of Managers of Evanston Capital, which specializes in providing investment advisory services in the area of alternative investments. Blitz has over ten years of institutional investment management experience, with emphases in quantitative analysis, trading and risk management. Prior to helping establish Evanston Capital Management, Blitz worked in the Prime Brokerage area at Goldman, Sachs & Co. where he was responsible for developing, selling, and managing funding and financing products to offer to hedge funds. Before joining Goldman Sachs, he was Head Trader at AQR Capital Management, with responsibility for implementing all of AQR's market-neutral strategies and trading a wide variety of financial instruments.
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Daryl Dewbrey - Alternative Investments Panel
Executive Director & Head of Business Development for Alternative Investments US, UBS Financial Services, Inc.
Daryl Dewbrey has recently joined UBS as Head of Business Development for Alternative Investments US. Prior to joining UBS, Dewbrey was an Executive Director with Morgan Stanley Smith Barney Alternative Investments and the Head of Product Development for the Hedge Fund Management Group of Citigroup Alternative Investments. He was also a member of the Board of Directors for Ceres Managed Futures LLC, formerly known as Citigroup Managed Futures LLC. Dewbrey began his career in the futures markets on the floor of the Chicago Board of Trade with the Rosenthal Collins Group, LLC in 1990.
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Christopher Greer - Alternative Investments Panel
Global Head of Capital Introduction, Citi Prime Finance
Chris Greer, a registered investment advisor specializing in arbitrage, relative value and event-driven investment strategies, joined Citi Prime Finance in 2008. Over his career, Greer has built an impressive track record in sales and marketing for investment management firms throughout the country. As managing director of Forest Investment Management's Sales, Marketing and Investor Relations, he developed relationships with investors across the United States, Europe and Asia. As the first marketing professional for Stark Investments from 2000-2003, he more than doubled assets under management to more than $2 billion. He created, staffed and managed the firm's London and Tokyo offices while developing Stark's sales/marketing approach, industry brand and investor relations platform.
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John Schaefer - Alternative Investments Panel
Principal & Portfolio Manager, The Townsend Group
John Schaefer recently joined The Townsend Group as a Principal and Portfolio Manager in the Fund of Funds group. He is responsible for investment strategy, portfolio construction, portfolio management and fund due diligence. Previously, Schaefer was a founding member of UBS Wealth Management's real estate group where he sat on an investment committee responsible for the creation of a $10 billion global portfolio of direct properties, commingled funds and REITs. Prior to joining UBS, Schaefer was with Deutsche Bank's real estate private equity group where he was responsible for structuring, underwriting, negotiating, and closing real estate investments. He began his career as a research analyst with Lend Lease Rosen.
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Kate Moore - International & Emerging Markets Panel Moderator
Global Equity Strategist, BofA Merrill Lynch Research
Kate Moore's professional history prior to her affiliation with BofA Merrill Lynch includes Emerging Markets Strategist at Moore Capital Management, member of the Investment and Economics team at Morgan Stanley Investment Management and consultant for leveraged buyout portfolios. Moore is known for her analysis in identifying top-down investment themes with a special focus on resource sectors and financials within emerging markets. She has a profound knowledge of China and Russia and a deep understanding of Brazil, Korea and South Africa. Her particular areas of focus include energy, infrastructure, agriculture, shipping, metals and mining, and banks.
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Bruno Bertocci - International & Emerging Markets Panel
Sr. Portfolio Manager & Managing Director, UBS Global Asset Management
Bruno Bertocci is a member of the Global Equity Team, which is responsible for constructing and managing global equity portfolios worldwide. He also has specific responsibilities for key U.S. client relationships in addition to being a member of the Sustainable and Responsible Investments (SRI) Team. He is the lead portfolio manager of the global equity SRI strategy. Prior to joining UBS Global Asset Management in 1998, Bertocci managed the global equity investment group at Stein Roe & Farnham. Previous positions include regional portfolio manager, global equity portfolio manager, and manager of the London and Hong Kong offices at Rockefeller & Co. Bertocci began his career at T. Rowe Price Associates as a U.S. equity analyst.
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Thomas Leventhorpe - International & Emerging Markets Panel
Executive Director, J.P. Morgan Asset Management
Thomas Leventhorpe is a client portfolio manager with the Global Emerging Markets Team, responsible for product management, portfolio management communications and client servicing across institutional and fund relationships. His client coverage includes corporations, public funds, endowments and foundations Prior to joining J.P. Morgan in 2007, he was director of Foreign Institutional Sales at ABN Amro.
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Peter Newell - International & Emerging Markets Panel
Managing Director & Senior Portfolio Adviser, Vontobel Asset Management, Inc.
Peter Newell joined Swiss-based Vontobel Asset Management, Inc. in 1990 and holds the position of Managing Director and Senior Portfolio Adviser. He is also a member of the Investment Review Committee, where he specializes in the investment process employed by the firm. Before joining Vontobel, Newell held positions at Sanford C. Bernstein and Citigroup. With 27 years of industry experience, Newell is a frequent contributor to TheStreet.com, CNBC’s Power Lunch, The Wall Street Journal, and Barron’s Magazine.
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