2020 - 2021 Speakers

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.

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

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Stefanie Miller Managing Director, FiscalNote Markets

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

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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. ...

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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 ...

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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. ...

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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. ...

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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.

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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.

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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,

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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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Michael Joyce is Managing Partner at Oranswell Realty Partners, a tightly-held apartment investment and management firm with properties along the East Coast. In this role, Michael oversees the operation and management of approx. 1,500 multifamily units, and actively solicits opportunities to grow the business.

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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.

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Matt Hougan is one of the world’s leading experts on crypto, ETFs, and financial technology. He is Chief Investment Officer for Bitwise Asset Management, a pioneer in cryptoasset index funds.

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Stephen Mathai-Davis is the Founder and CEO of Q.ai - Investing Reimagined, a Forbes Company. Q.ai is helping individuals invest and save better through the use of AI and advanced quantitative investing

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Matthew J. Diserio, is Co-Founder and President of Water Asset Management, LLC (WAM). WAM invests globally in companies and assets that ensure water quality and water supply.

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Daniela V. Fernandez is Founder and CEO of Sustainable Ocean Alliance, award-winning social entrepreneur, thought leader, and international speaker on the entrepreneurial mindset, ocean innovation, and technology, youth empowerment, and sustainability.

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Olivia C Hipkinsis the Founder and Principal of Green Atlas Consulting, helping companies integrate sustainability alongside their commercial mandates, with a current focus on the intersection of technology, sustainability, and capital raising.

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Robert Robotti is the President and Chief Investment Officer of Robotti & Company. Prior to forming Robotti & Company, Incorporated in 1983, Bob was a vice president and shareholder of Gabelli & Company, Inc. He worked in public accounting before coming to Wall Street and is currently an inactive CPA. Bob holds a BS from Bucknell University and an MBA in Accounting from Pace University. Some of Bob's areas of coverage include Special Situations, Energy Industry and Home Building. Bob is the principal of the managing member or general partner of several investment vehicles. ...

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Speaker:

Gargi Pal Chaudhuri, Managing Director at Black Rock, is Head of iShares Investment Strategy, Americas. Based in New York, she and her team focus primarily on delivering global macro thought leadership, investment insights and content to both retail and institutional clients of the firm.

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Speaker:

Kieran Kirwan joined ProShares in 2013 and currently serves as Director, Investment Strategy. His responsibilities include portfolio analysis, education, product research and development, and the presentation of investment strategies using the company’s ETFs.

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Todd Rosenbluth is Senior Director of ETF and Mutual Fund Research at CFRA where he leads the firm’s holdings-based research efforts. Todd publishes regular thought leadership content on equity and fixed income products, supports the quantitative fund models and interacts with clients.

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Speaker:

Shaun Wurzbach, Managing Director at S&P Dow Jones Indices (S&P DJI), is responsible for wealth manager and financial advisor channel management globally. His team focuses on increasing wealth manager and financial advisors’ awareness of and preference for index-based solutions.

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