Washington Association of Money Managers

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2018 - 2019 Speakers

  • Chris Versace - Tematica Research, LLC - Wednesday, September 12, 2018
  • Tom Tzitzouris - Strategas Research Partners - Thursday, October 11, 2018
  • Tapan Gandhi - BroadBranch Advisors. - Thursday, November 8, 2018

Wednesday, September 12, 2018

Chris Versace
"How Demographics Interacts 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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Tuesday, October 11, 2018

Tom Tzitzouris
"Fixed Income Market Outlook in a Rising Rate Environment"

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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Wednesday, November 8, 2018

Tapan Gandhi
"TBA"

Speaker:

Tapan Gandhi is Principal of BroadBranch Advisors. He is experienced in structuring investments across various industries. President, Forward Thinking (India). Former Principal, ASK Pravi Capital (India). Former Head of Strategy and Corporate Development, Lehman Brothers (India), and Director of Corporate Development, Capital One. MA, Mumbai University. MBA, Yale University. CFA charter holder. ...

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2003, WAMM