Washington Association of Money Managers
 
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2016 - 2017 Speakers

  • Bill Mann - Motley Fool - Thursday, September 29 2016
  • Peter Tertzakian - ARC Financial - Wednesday, October 26 2016
  • Andrew Palmer - Maryland State Retirement & Pension System - Wednesday, November 9 2016
  • Kristi Craig - Georgetown University Endowment - Wednesday, January 11, 2017
  • Niall O'Malley - Blue Point Investment Management - Wednesday, February 15, 2017
  • Dana Telsey - Telsey Advisory Group - Wednesday March 1, 2017
  • Kathy Bostjancic - Oxford Economics - Wednesday April 12, 2017
  • Charles Peabody - Compass Point Research - Thursday May 11, 2017
  • Roger Horn - Emerging Markets Investors Forum - Thursday June 8, 2017

Thursday, September 29, 2016

Bill Mann
"Emerging Markets"

Speaker:

Bill Mann has served as Chief Investment Officer and Senior Portfolio Manager for the Independence Fund, since June 2009, the Great American Fund since 2010 and the Epic Voyage Fund since 2011. He was the senior investing analyst for The Motley Fool from 2001 to 2008. Before coming to the Advisor, Mr. Mann served as co-advisor for the Motley Fool Hidden Gems and Hidden Gems Pay Dirt small-cap investment newsletters and was the founding advisor for the Motley Fool Global Gains international-stock newsletter. Mr. Mann became Chief Investment Officer for Motley Fool Asset Management in 2013. ...

Full Bio Available . . . [ READ MORE ]

 

Wednesday, October 26, 2016

Peter Tertzakian
"Investment Considerations During Periods of Energy Transition"

Speaker:

Peter is Chief Energy Economist and Managing Director and responsible for ARC's strategic investment research and oversees publication of the ARC Energy Charts, a journal of energy trends. Peter provides analysis on technology and energy-related businesses to ARC's fund investors and portfolio companies. He is a member of ARC's Executive, Investment and Strategy committees. ...

Full Bio Available . . . [ READ MORE ]

 

Wednesday, November 9, 2016

Andrew C. Palmer
"Public Pension Systems"

Speaker:

Since June 2015 Andrew C. Palmer has been the Chief Investment Officer of the Maryland State Retirement & Pension System. Previously he served as the Deputy CIO of the Tennessee Office of the Treasurer. Mr. Palmer has experience in the public & private sectors. His private sector experience began in 1985 at ASB Capital Management. ...

Full Bio Available . . . [ READ MORE ]

 

Wednesday, January 11, 2017

Kristi Craig
"Private Equity Market Overview"

Speaker:

Kristi Craig is the Director of Private Markets at the Georgetown University Investment Office, where she is responsible for the endowment’s private equity, real estate, infrastructure and energy portfolio.

Prior to joining Georgetown, Craig led business development for the Small Business Investor Alliance, the premier organization of lower middle market private equity funds and investors. Craig was the Senior Investment Officer in the Investment Division of the U.S. Small Business Administration, where she was primarily responsible for due diligence and review of private equity and mezzanine funds on behalf of the Small Business Investment Company (“SBIC”) Program, a public-private investment fund with $9 billion under management.

Full Bio Available . . . [ READ MORE ]

 

Wednesday, February 15, 2017

Niall O'Malley
"Market Structure and Where to Invest?"

Speaker:

Niall O’Malley founded Blue Point Investment Management, LLC, in 2006. As Blue Point’s Portfolio Manager, he leverages a keen understanding of the creative/destructive cycle that governs innovation, 12-years of international experience, and his understanding of the capital markets to add value for clients.

Niall earned a B.A. in Political Science from Acadia University in Nova Scotia, Canada. He studied for a year at the Institute for European Studies Vienna, Austria, and received an MBA in Finance and Investments with minors in Business Law and Taxation from George Washington University. He passed Level II of the CFA examination in 2005, and holds FINRA’s Series 65 License.

Full Bio Available . . . [ READ MORE ]

 

Wednesday March 1, 2017

Dana Telsey
"Retail Roundup"

Speaker:

Dana Telsey is the CEO and Chief Research Officer of Telsey Advisory Group (TAG). TAG’s research team covers U.S. and international companies across all market caps in the following sectors: advertising, apparel manufacturers, children’s and teen retailers, consumer electronics retailers, cosmetics, department stores, discounters, footwear, gaming and lodging, home furnishings retailers, home improvement retailers, luxury goods, media, office supply retailers, off-price retailers, pay TV companies, restaurants, specialty apparel retailers, sporting goods retailers, and supermarkets. ...

Full Bio Available . . . [ READ MORE ]

 

Wednesday April 12, 2017

Kathy Bostjancic
"US Macro and Interest Rate Outlook"

Speaker:

Kathy Bostjancic is the Head of US Macro Investor Services at Oxford Economics. Kathy has extensive experience providing insightful global economic and financial market analysis and forecasts to institutional and retail investors and Fortune 500 business leaders and professionals. She has a deep understanding of U.S. monetary and fiscal policy and its impact on the economy and markets, acquired through her years as a financial market economist. Kathy has worked at Citicorp Investment Bank, Union Bank of Switzerland, and Merrill Lynch as the Senior Director, U.S. economist. ...

Full Bio Available . . . [ READ MORE ]

 

Thursday May 11, 2017

Charles Peabody
"Financial Services Review"

Speaker:

Charles W. Peabody is a Managing Director and Analyst at Compass Point Research & Trading, LLC, Research Division. Most recently, Mr. Peabody served as a Founding Partner since 2001 and Partner in Charge of Research at Portales Partners, LLC, an independent research boutique focused on the financial services sector. ...

Full Bio Available . . . [ READ MORE ]

 

Thursday June 8, 2017

Roger Horn
"Emerging Market Corporate Debt"

Speaker:

Roger K. Horn is founder of Emerging Markets Investors Forum and served most recently as the director of Global Fixed Income for MacKay Shields LLC. He joined MacKay Shields in September 2012 as director and senior analyst in Global Fixed Income. Prior to joining MacKay, Horn was head of Credit Sector Research for the Americas at SG Americas Securities, the broker-dealer subsidiary of Société Générale. ...

Full Bio Available . . . [ READ MORE ]

 

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