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2019 - 2020 Speakers

Wednesday, Septemberber 18, 2019

Darrell Cronk
"Eyes Forward "

Speaker:

Darrell L. Cronk is president of Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially.

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Wednesday , October 23, 2019

Chris Versace, David Meier and Michael Olsen
"A Conversation about the Markets in 2019 and Beyond"

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; DLJ and Friedman Billings Ramsey.

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Speaker:

David Meier has served as a portfolio manager for Motley Fool since 2014 at the Global Opportunities Fund, Small-Mid Cap Growth and Emerging Markets Fund. He specializes in identifying investing opportunities in today’s and tomorrow’s great growth companies and the technology sector.

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Speaker:

Michael Olsen joined The Motley Fool, LLC in 2005, where he had recently served as Advisor for their sister company’s dividend-oriented stock-picking products, and Co-Advisor for PRO UK, a UK-focused investment service offered by their affiliate, The Motley Fool Ltd.

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Wednesday , November 20, 2019

Erin Boeke Burke, Brendan Sheehan and Jessica Milano
"Rating Agency Perspectives on ESG (Environmental, Social and Governance) Investments"

Speaker:

Erin Boeke Burke joined S&P Global Ratings on the U.S. Public Finance team in November of 2016. In this position, she rates municipal and cooperative utilities as well as debt issued by State Revolving Funds and bond banks, and has done several Green Evaluations in U.S. Public Finance.

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Speaker:

Brendan Sheehan is based in New York and leads Moody's corporate governance analysis efforts globally as part of the global ESG team. He plays a leading role in designing and implementing non-credit rating assessments and was responsible for the worldwide release of the Moody's Governance Assessment Framework in 2019.

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Speaker:

Jessica Milano is a vice president and director of ESG Investment Research for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global markets.

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Thursday , December 12, 2019

Chris Lyons, CFA and Thomas Emmons
"Investment Opportunities in Renewable Energy"

Speaker:

Chris Lyons, CFA is the head of the private credit group where he is responsible for the sourcing, underwriting and management of all private debt securities Voya Investment Management invests on behalf of its clients. Chris has focused exclusively on the private debt markets for the firm since 1993, originally joining the team at the analyst level.

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Speaker:

Tom Emmons is a senior vice president, co-head direct infrastructure at Voya Investment Management, focusing on renewable energy infrastructure debt investments. Prior to joining the firm, Tom was a partner at Pegasus Capital Advisors where he focused on debt investments in renewable energy and sustainable infrastructure.

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Tuesday, January 14, 2020

Ellen Safir
"Fixed Income Market Update"

Speaker:

Ellen Safir is Chief Investment Officer of New Century Advisors and founded the firm in 2002. She is responsible for the overall investment and business strategies of New Century Advisors. An early adopter of TIPS, she has helped advance the firm's reputation as an expert in inflation-linked securities. ...

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Wednesday, February 19, 2020

David Wertheim
"Real Estate Investing"

Speaker:

David Wertheim is a Senior Client Portfolio Manager focused on real asset securities. In this capacity, he works with Invesco’s real assets investment management team, serving as its representative to clients and prospects.

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Wednesday, March 18, 2020

Ben Phillips and Isaac Boltansky
"How the 2020 Elections will Impact Investments and Markets?"

Speaker:

Ben Phillips serves as the Chief Investment Officer overseeing portfolio management and chairs the Investment Committee. Previously, Mr. Phillips was with Goldman Sachs Asset Management (GSAM), where he had portfolio management responsibilities across several multi-sector total return funds. Prior to GSAM, he held senior investing roles at Providence Equity Partners and Lord Abbett. Mr. Phillips is a CFA charterholder and received an MBA and BSBA in Finance from the University of Missouri.

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Speaker:

Isaac Boltansky is the Director of Policy Research for Compass Point Research & Trading, Mr. Boltansky coordinates the firm’s 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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Wednesday , June 17, 2020

Bert Ely
"Investing Financial Services"

Speaker:

Bert Ely has specialized in deposit insurance and banking structure issues since 1981. As the S&L situation worsened, he became in 1986 one of the first persons to publicly predict a taxpayer bailout of the FSLIC. In 1991, he was the first person to correctly predict the non-crisis in commercial banking; in 1992, he predicted the forthcoming taxpayer bailout of the Japanese banking system...

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