Washington Association of Money Managers

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2011 - 2012 Speakers

Tuesday, September 27, 2011

Matthew McLennan

Speaker:

Matthew McLennan is Portfolio Manager of First Eagle Global Fund. Born in Rabaul, Papua New Guinea, Mr. McLennan grew up in Queensland, Australia, received his Bachelor of Commerce with first-class honors from the University of Queensland and holds the Chartered Financial Analyst (CFA) designation. He started his career with Queensland Investment Corporation in 1991, where he subsequently managed over one billion dollars in international equity portfolios. In 1994 Mr. McLennan joined Goldman Sachs in Sydney, where he worked for a year before moving to New York to join Goldman Sachs Asset Management’s (GSAM) U.S. Value Team as a Small Cap Research Analyst.

Full Bio Available . . . [ READ MORE ]

 

Thursday, October 20, 2011

Thomas G. Doe

 

Speaker:

Mr. Doe is Founder and CEO of Municipal Market Advisors (MMA), an independent research and strategy firm serving leading participants in the fixed income industry. Founded in 1995, MMA provides consulting services, benchmark data and subscription research reports to a diverse client base of dealers, investors and issuers engaged in the tax-exempt market. MMA also counsels and advises trade associations, US and foreign central banks, regulators and Congressional leaders in order to improve industry operations.

More than 200 media outlets have cited MMA for its definitive, independent
and credible assessment of market conditions and issues as well as its crea-
tive ideas for solutions and improvement.

The firm’s main location is in Concord, MA and has offices in Bradenton, FL,
Chatham, NJ, Westport, CT and Washington, DC.

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Tuesday, November 8, 2011

Preston Athey

 

Speaker:

Preston Athey is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc., and a small-company portfolio manager in the U.S. Equity Division. He is president of the Small-Cap Value Fund and chairman of the fund’s Investment Advisory Committee. Preston is also a vice president and Investment Advisory Committee member of the Small-Cap Stock Fund.

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Tuesday, December 6, 2011

Ellen Zentner

 

Speaker:

Ellen Zentner, Executive Director, is a Senior Desk Economist for the US at Nomura, the global investment bank. She provides in-depth analysis and research on US macro-economic trends and identifies anomalies in market data which signal important economic shifts. Ellen works with the US economics team to monitor and provide forecasts for the US economy. She is also responsible for providing timely and instantaneous updates on market moving indicators to Nomura’s sales and trading desks as well as clients.

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Wednesday, January 11, 2012

Mark Adelson

Speaker:

Mark Adelson is Senior Research Fellow at Standard and Poor’s.  He was the former Chief Credit Officer of Standard & Poor's.   He joined S&P in May 2008.

Before joining S&P, Adelson was a founding member of Adelson & Jacob Consulting, LLC.  The firm specialized in the areas of securitization and real estate consulting and operated from July 2007 to May 2008.

Until July 2007, Adelson was a managing director and head of structured finance research at Nomura Securities.  At Nomura he authored numerous reports on a wide variety of securitization topics and worked closely with other members of the fixed income division toward enhancing Nomura's securitization activities.


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Tuesday, February 28, 2012

Paul Miller

Speaker:

Managing Director and Head of Financial Institutions Research Paul Miller is well known in the investment community for providing in-depth, fundamental analysis and investment recommendations on thrifts and mortgage finance companies. Mr. Miller covers large-cap banks, mortgage banking companies, and small-cap thrifts, including Bank of America, Wells Fargo & Co., JPMorgan Chase & Co., PNC Financial Services, and U.S. Bancorp. In 2010, Mr. Miller was named the top overall stock analyst among 2,700 analysts by Forbes.com. He also received the Forbes.com Blue Chip Analyst Award as the leading analyst covering banks & thrifts in 2008, 2009, and 2010; he received the same award for coverage of finance companies in 2009. Mr. Miller was recognized by the Financial Times/StarMine in 2008 and 2009 as the leading earnings estimator in thrifts & mortgage finance. He was also named The Wall Street Journal’s Best on the Street in 2006 and 2007 for coverage of thrifts. In 2008, Bloomberg Markets ranked Mr. Miller No. 1 for Bearish Best Calls from among more than 3,000 analysts worldwide


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Thursday, March 15, 2012

Nathan Sheets

Speaker:

Nathan Sheets recently joined Citi as Global Head of International Economics.  In that role, he will help lead the Firm’s team of economists around the world, with a special focus on coordinating the international forecast.  His own research will focus on global themes, with a particular emphasis on the position of the United States in the world economy.

Previously, Mr. Sheets worked at the Federal Reserve Board for 18 years in a variety of positions.  From September 2007 to August 2011, he served as the Director of the Board’s Division of International Finance.  In this capacity, he supervised the monitoring of the global economy and other analysis, research, and forecasting done in the division.  He also served as one of three Economists to the Federal Open Market Committee.  He advised the Committee on macroeconomic and financial developments in foreign economies and discussed the outlook for U.S. trade, the dollar, and commodity prices.  He played a key role in the design and implementation of the Fed’s swap line program that was implemented during the financial crisis.  Mr. Sheets also represented the Federal Reserve at many international meetings and was a member of the Committee on the Global Financial System sponsored by the Bank for International Settlements.


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Tuesday, April 17, 2012

Tom Kellerman

Speaker:

Tom is a Commissioner on The Commission on Cyber Security for the 44th Presidency and serves on the board of the International Cyber Security Protection Alliance (ICSPA). Tom sits on many boards including: the National Board of Information Security Examiners Panel for Penetration Testing, the Information Technology Sector Coordinating Council, and the Information Technology Information Sharing and Analysis Center (IT-ISAC) subcommittee on International Cybersecurity policy. Tom is a Professor at American University's School of International Service and is a Certified Information Security Manager (CISM).


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Tuesday, May 15, 2012

Matthew J. Eagan

Speaker:

Matt Eagan is a vice president of Loomis, Sayles & Company and portfolio manager for the Loomis Sayles fixed income group. He has 21 years of investment industry experience as a portfolio manager and fixed income analyst. Matt is a co-portfolio manager of the firm's flagship Loomis Sayles Bond Fund—which won the 2009 Morningstar Fund Manager of the Year award in the fixed income category—as well as the Absolute Strategies, Strategic Income, High Income, Institutional High Income, Investment Grade Bond, Fixed Income and Investment Grade Fixed Income funds.


Full Bio Available . . . [ READ MORE ]

 

Tuesday, June 26, 2012

John Silvia

Speaker:

John Silvia is a managing director and the chief economist for Wells Fargo. Based in Charlotte, N.C., he has held his position since he joined Wachovia in 2002 as the company’s chief economist.

Prior to his current position, John worked on Capitol Hill as senior economist for the U.S. Senate Joint Economic Committee and chief economist for the U.S. Senate Banking, Housing, and Urban Affairs Committee. Before that, he was chief economist of Kemper Funds and managing director of Scudder Kemper Investments, Inc. John was awarded a National Association of Business Economics (NABE) Fellow Certificate of Recognition in 2011 for outstanding contributions to the Business Economics Profession and Leadership Among Business Economists to the Nation. In 2010, he was recognized for the Best Overall Forecast, Best Inflation Forecast, and Best Personal Consumption Expenditures Forecast by the Federal Reserve Bank of Chicago. John is on the Bloomberg Best Forecast list for his forecasts of GDP, the Institute of Supply Management (ISM) manufacturing index, housing starts, and the unemployment rate


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2003, WAMM