Washington Association of Money Managers
 
WAMM on Linked IN
Subscribe Now!
 
 

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. Darrell leads global investment strategy and research — including equity, fixed income, real assets, and alternative investments. He also serves as chief investment officer for Wealth & Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing.

Full Bio Available . . . [ READ MORE ]

 

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; 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.

Full Bio Available . . . [ READ MORE ]

 

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. Mr. Meier began his career at Motley Fool in 2005, having served as an analyst, mission leader and associate adviser.

Full Bio Available . . . [ READ MORE ]

 

Speaker:

Michael Olsen joined The Motley Fool, LLC in 2005, where he had recently served as Advisor for our 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. Previously, he worked as an analyst on the company’s international, small-cap, value newsletters, among others. But for the diversity of his experience, his investment approach is singularly focused—buying high-quality enterprises at reasonable prices.

Full Bio Available . . . [ READ MORE ]

 

Wednesday , November 20, 2019

Michael Ferguson, Brandon Sheehan and Jessica Milano
"ESG (Environmental, Social and Governance criteria) Panel
Rating Agency Policy Development and Impact on the Financial Markets"

Speaker:

Michael Ferguson is a Director in the Sustainable Finance group at S&P Global Ratings in New York City. He recently has been involved in the development of our ESG Evaluation tool, and is responsible for the inclusion of ESG risks into our credit ratings. He also supports our Green Evaluation efforts. Much of his thought leadership research revolves around environmental regulation and energy policy

Full Bio Available . . . [ READ MORE ]

 

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. Heads the company's governance research efforts and plays an important role in integrating governance and other ESG considerations into credit analysis.

Full Bio Available . . . [ READ MORE ]

 

Speaker:

Jessica Milano is Vice President and Director of ESG Research for Calvert Research and Management, an investment management firm based in Washington, DC that invests across global capital markets. She is responsible for overseeing the firm’s environmental, social and governance (ESG) research on global securities, which focuses on identifying issuers that create value for long-term investors in a positive manner that is sustainable to our environment and inclusive of all people and communities.

Full Bio Available . . . [ READ MORE ]

 

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. ...

Full Bio Available . . . [ READ MORE ]

 

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.

Full Bio Available . . . [ READ MORE ]

 

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.

Full Bio Available . . . [ READ MORE ]

 

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.

Full Bio Available . . . [ READ MORE ]

 

Click here to view speakers from previous years.

©2003, WAMM