Washington Association of Money Managers

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2015 - 2016 Speakers

Thursday, September 17, 2015

Eric Shirbini
"Smart Beta 2.0: Bringing Clarity to the Smart Beta Offering"

Speaker:

Eric Shirbini is Global Product Specialist with ERI Scientific Beta. Prior to joining EDHEC-Risk Institute, Eric was a quantitative analyst at UBS, BNP Paribas and Nomura International. During this time he worked on a diverse range of topics including multi-factor models, fundamental stock valuation, equity market indices, portfolio construction and portfolio trading. At BNP Paribas Eric managed a team of analysts who were responsible for the Global Equity Research Database.

Mr. Shirbini holds a BSc and PhD from University College London and an MBA from CASS Business School...

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Wednesday, October 14, 2015

Wilkes Graham
"Small Cap REITs"

Speaker:

Wilkes Graham is the Director of Research and a Senior Analyst covering the Real Estate sector at Compass Point Research & Trading, LLC, a full-service investment bank focused on the financial services industry and headquartered in Washington, DC. Mr. Graham joined Compass Point in 2010 to spearhead the firmís Real Estate research coverage. Mr. Graham works with the research team to create differentiated research on the Real Estate Investment Trust (REIT) sector, Home Builders and other Real Estate Operating Companies (REOCs). ...

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Thursday, November 19, 2015

Joe Kalish
"Global Investment Opportunities"

Speaker:

Joseph Kalish is the Chief Global Macro Strategist for Ned Davis Research Group. As Chief Global Macro Strategist of the Macro Group, he has been following and studying financial and economic trends for over 30 years. He and his team are responsible for all of the firmís bond and economic analysis...

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Thursday, December 3, 2015

Adam Sieminski
"US Energy Outlook"

Speaker:

Adam Sieminski was sworn in on June 4, 2012, as the eighth administrator of the U.S. Energy Information Administration (EIA). From March 2012 to May 2012, while awaiting confirmation as EIA administrator, Mr. Sieminski served as senior director for energy and environment on the staff of the National Security Council. From 2005 until March 2012, he was the chief energy economist for Deutsche Bank, working with the Bank's global research and trading units. ...

Full Bio Available . . . [ READ MORE ]

 

Thursday January 14, 2016

Tom Tzitzouris
"Fixed Income Outlook"

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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Monday February 22, 2016

Paul Miller
"Banking Outlook"

Speaker:

Paul Miller is Managing Director and Head of Financial Institutions Research at Friedman Billings Ramsey and 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. ...

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Wednesday March 23, 2016

Gina Martin Adams
"US Equity Outlook"

Speaker:

Gina Martin Adams CFA CMT, is a Director and Senior Institutional Equity Strategist for Wells Fargo Securities, LLC based in New York, NY. Gina provides a top-down perspective on the equity market and sectors for Wells Fargo Securitiesí institutional equity clients, and frequently presents her views at industry conferences, professional associations, and investment organizations. ...

Full Bio Available . . . [ READ MORE ]

 

Wednesday April 20, 2016

Marc Chandler
"Global Currency Outlook"

Speaker:

Marc Chandler joined Brown Brothers Harriman in October 2005 as the Global Head of Currency Strategy. Previously he was the Chief Currency Strategist for HSBC Bank USA and Mellon Bank. A prolific writer and speaker, Chandler's essays have been published in the Financial Times, Barron's, Euromoney, Corporate Finance, and Foreign Affairs. ...

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Wednesday May 18, 2016

Lydia Miller
"SRI: Sustainable, Responsible Investing"

Speaker:

Lydia Miller joined Dana Investment Advisors in January 2015 and is currently a Senior Vice President, Portfolio Specialist. She is a specialist on SRI/ESG Team and responsible for marketing Danaís investment strategies.. ...

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Wednesday June 15, 2016

Nela Richardson
"US Housing Outlook"

Speaker:

Nela Richardson joined Redfin most recently from Bloomberg LP, where she was a Senior Economist with Bloomberg Government. She has also held research economist positions at the Commodity Futures Trading Commission, Harvard University's Joint Center for Housing Studies and Freddie Mac ...

Full Bio Available . . . [ READ MORE ]

 

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