Washington Association of Money Managers

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2018 - 2019 Speakers

Thursday, October 11, 2018

Tom Tzitzouris
"US 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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Tuesday, November 13, 2018

Tapan V. Gandhi, CFA
"Generating Alpha in India - Opportunities and Challenges"

Speaker:

Tapan V. Gandhi, CFA is Principal at BroadBranch Advisors. Prior to that at ASK Pravi Capital, he was part of the team that has raised a mid-market private equity fund focused on investing in businesses across industries benefiting from the consumption theme in India. Before raising the fund, he had founded a strategy consulting and investment banking firm in India called Forward Thinking. Prior to that he was the Head of Strategy and Corporate Development at Lehman Brothers in India ...

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Tuesday, December 11, 2018

Eddy Elfenbein
"Market year-end wrap up and investment outlook for 2019"

Speaker:

Eddy Elfenbein, MBA is the Owner, Publisher and Editor of the Crossing Wall Street Investment Newsletter, an investment analysis and research blog on the global stock market expressing opinions on individual securities and publishing the crossing Wall Street buy list since 2006 while working as an educator and evangelist for stock investing in the financial services industry, former editor at InvestorPlace.

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Thursday, January 24, 2019

Gil Crawford and Scott Sacknoff
"ESG (Environmental, Social and Governance criteria) Investing Panel"

Speaker:

Mr. Crawford is Chief Executive Officer of MicroVest. He is responsible for leading the companyís investment operations and strategy since MicroVestís founding in 2003. As MicroVestís CEO, he led the launch of MicroVest I, LP, the first commercial private equity vehicle focused on microfinance in North America. Mr. Crawford has over 25 years experience with microfinance institutions and capital markets across the globe.

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Speaker:

Scott Sacknoff, is the CEO of SerenityShares Investments, an RIA and ETF fund sponsor focused on democratizing and expanding impact investing using public equities. At SerenityShares, we believe it is possible to achieve a market return or better while investing in a manner consistent with your values. The key begins with defining the issues affecting society and the planet and identifying the companies that offer products and services that address those challenges.

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Speaker:

Diane Keefe is Director of Business Development for BeneStream, a business services company that enables large employers to realize savings on corporate tax and health insurance overhead. BeneStream offers win win solutions so both employers and employees benefit.

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Speaker:

Jessica Milano is a vice president and director of ESG research for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global markets. She is responsible for overseeing the firmís environmental, social and governance (ESG) research on global securities, which focuses on identifying and analyzing ESG factors most critical to company performance and whose societal impact is most significant.

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Tuesday, February 12, 2019

Isaac Boltansky and Ed Mills
"Investing Themes, Opportunities, and Concerns in the 116th Congress"

Speaker:

Isaac Boltansky is the Director of Policy Research for Compass Point Research & Trading, Mr. Boltansky coordinates the firmís 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:

Ed Mills joined Raymond James in November 2017 as a managing director and Washington policy analyst, bringing more than 15 years of Washington, D.C., experience. Mr. Mills concentrates on the impact of Wall Street reform and housing finance policy on the financial markets and provides in-depth analysis of student lending, budget, and corporate taxation policy.

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Wednesday, March 20, 2019

Gina Martin Adams
"Equity Market Outlook"

Speaker:

Gina Martin Adams, CFA, CMT, is the Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy. Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis.

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Wednesday, May 22, 201

James Glassman
"Economic Outlook"

Speaker:

James Glassman is managing director with JPMorgan Chase and head economist for Chase Commercial Banking, he provides market insights to help clients better understand the changing economy and its impact on their business. Mr. Glassman also works closely with the firmís Corporate Sector, including the Chief Investment Office and Investor Relations, as well as the Investment Bank and Government Relations groups, providing financial analysis and research. ...

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Tuesday, June 11, 2019

Chris Versace
"How Demographics Interact with Investing Opportunities and Risks"

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; Donaldson, Lufkin & Jenrette and Friedman Billings Ramsey (FBR). At these institutions, Mr. Versace analyzed the wireless, display and machinery/ capital goods as well as homebuilding/building product industries to bring clarity, understanding and returns for both domestic and foreign mutual funds, hedge funds, and other institutional investors.

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