Washington Association of Money Managers
 
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2020 - 2021 Speakers

Wednesday, September 23, 2020 (Virtual)

Candice Tse
"Market & Economic Perspectives from Goldman Sachs"

Speaker:

Candice Tse is the US Head of Market Strategy within Strategic Advisory Solutions at Goldman Sachs Asset Management. She is responsible for economic and market strategy, along with client engagement on investment solutions.

Full Bio Available . . . [ READ MORE ]

 

Wednesday, October 14, 2020

Isaac Boltansky, Ed Mills, Jaret Seiberg and Stefanie Miller
"Markets, Policy and Upcoming Presidential Election Panel"

Speaker:

Isaac Boltansky is the Director of Policy Research for Compass Point Research & Trading

Full Bio Available . . . [ READ MORE ]

 

Speaker:

Stefanie Miller Managing Director, FiscalNote Markets

Full Bio Available . . . [ READ MORE ]

 

Speaker:

Ed Mills, Managing Director and Washington Policy Director, Raymond James

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Tuesday November 10, 2020

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 ]

 

Thursday December 10, 2020

Sam Stovall
"Equity Investing in 2021"

Speaker:

As Chief Investment Strategist, Sam Stovall serves as analyst, publisher, and communicator of CFRA’s outlooks for the economy, market, and sectors. He is the author of The Seven Rules of Wall Street and writes weekly “Sector Watch” and “Investment Policy” reports on CFRA’s MarketScope Advisor platform ...

Full Bio Available . . . [ READ MORE ]

 

Speaker:

Michael Sheridan, CFA is a seasoned equity portfolio manager with a strong track record of alpha generation in long-only and long/short portfolios. Most recently with Abu Dhabi Investment Authority (ADIA) as Deputy Head of U.S. Equities. ...

Full Bio Available . . . [ READ MORE ]

 

Speaker:

Joe Rabil started Rabil Stock Research in 2005. He works closely with institutional money managers to help them identify changes in market, sector, and individual stock trends. He has built a reputation as a trusted advisor to some of the best performing money managers on Wall Street by successfully identifying portfolio holdings that are technically improving or deteriorating. ...

Full Bio Available . . . [ READ MORE ]

 

Monday, January 25, 2021

"Taxable and Tax-Exempt Fixed Income Investment 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.

Full Bio Available . . . [ READ MORE ]

 

Speaker:

Tom Kozlik is the Head of Strategy and Credit at Hilltop Securities’ where he works with the firm’s underwriters, investment bankers, retail advisors, traders, and sales desk. He publishes regular commentary and is a presence on social and traditional media for the firm.

Full Bio Available . . . [ READ MORE ]

 

Speaker:

Michael Decker serves as the Senior Vice President for Federal Policy and Research at Bond Dealers of America. Called “the leading lobbyist for the US bond market” by Asia Times,

Full Bio Available . . . [ READ MORE ]

 

Wednesday, February 17, 2021

"Real Estate Investing After COVID-19 Panel"

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 ]

 

Speaker:

Michael Joyce is Senior Vice President, Acquisitions at American Real Estate Partners (AREP). Michael joined AREP in 2011 and is responsible for sourcing, underwriting, diligencing, financing and closing new acquisitions.

Full Bio Available . . . [ READ MORE ]

 

Speaker:

Josh Barber, CFA, is as a Research Analyst for Diamond Hill Capital Management and joined the firm in 2015. Prior to joining Diamond Hill, he was a Senior Vice President and Senior Securities Analyst with HGI Capital from 2013 to 2015.

Full Bio Available . . . [ READ MORE ]

 

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