Washington Association of Money Managers

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Speakers

Thursday, May 28, 2009

Speaker:

Richard W. Fisher assumed the office of president and CEO of the Federal Reserve Bank of Dallas on April 4, 2005. In this role, Fisher serves as a member of the Federal Open Market Committee, the Federal Reserve’s principal monetary policymaking group.

Fisher is former vice chairman of Kissinger McLarty Associates, a strategic advisory firm chaired by former Secretary of State Henry Kissinger.

Fisher began his career in 1975 at the private bank of Brown Brothers Harriman & Co., where he specialized in fixed income and foreign exchange markets. He became assistant to the secretary of the Treasury during the Carter administration, working on issues related to the dollar crisis of 1978–79. He then returned to Brown Brothers to found their Texas operations in Dallas.

Full Bio Available . . . [ READ MORE ]

 

Thursday, May 14, 2009

Speaker:

Mariarosa Verde is a Managing Director and Head of Credit Market Research at Fitch Ratings. Her responsibilities include examining rating and credit quality trends, conducting corporate and structured finance default and recovery studies, and commenting on developments in the loan and bond markets. Mariarosa has published articles on default risk and other credit topics in professional magazines and books. Credit Market Research data and analysis is often cited in national and trade publications.

Prior to joining Fitch in 1998, Mariarosa worked as a high yield analyst at the Chase Manhattan Bank. Mariarosa completed Chase’s corporate credit training program.

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Thursday, April 16, 2009

Speaker:

Lynnette Kelly Hotchkiss is the Executive Director of the Municipal Securities Rulemaking Board (MSRB). As Executive Director, she is responsible for its rulemaking activities, information dissemination systems, education and outreach efforts and market leadership activities with the goal of fulfilling its mission of investor protection and promoting a fair and efficient market.

Full Bio Available . . . [ READ MORE ]

Tom Doe is Founder and CEO of Municipal Market Advisors (MMA), an independent research and strategy firm for leading investment institutions involved in the fixed-income industry. Founded in 1995, MMA provides consulting services, benchmark data and subscription research reports to a diverse client base of more than 150 dealers, investors and issuers engaged in the tax-exempt market.

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John Mousseau is Vice President, Portfolio Manager of Cumberland Advisors. From 1993 to 2000 John was Portfolio Manager and Director of Municipal Bond
Investments for Lord Abbett & Company. Prior to that he served as First Vice President and Director of Municipal Portfolio Analysis for Shearson Lehman Brothers and a predecessor firm, E.F. Hutton, from 1981 to 1993.

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Wednesday, March 11, 2009

Speaker:

Stephen M. Sachs is Director of Trading At Rydex

Steve has more than 12 years of experience trading securities in the financial markets. In 2002, he began at Rydex as director of trading, where he oversees all securities and derivatives trading. Steve is a member of the Rydex’s senior management team and the Rydex investment strategy committee.

Prior to joining Rydex, Steve spent two years as senior equity trader at Eagle Asset Management, where he was responsible for the planning and execution of trading strategies for $3 billion in growth, technology and hedge fund portfolios. Previously, he was senior equity trader at Banc One Investment Advisors; account executive, institutional custody services at Banc One Investment Management Group; securities trader at Nationwide Insurance; vice president/partner at Winand, Platt and Sachs Investments, Inc.; and a registered representative at Diversified Capital Markets, Inc. He holds a bachelor’s of science degree in finance from Franklin University in Ohio and studied international relations and economics at The Ohio State University.

Due to the breadth of his industry and market knowledge, Steve has become a regular resource for market commentary for The Wall Street Journal, Bloomberg News and the Associated Press. Steve has also spoken at industry events on topics involving equity trading including “best execution.”

Tuesday, January 27, 2009

Speaker:

Dan Fuss began his investment career in 1958 and has been with Loomis, Sayles & Company, L.P. since 1976. He is Vice Chairman of the firm and co-manager of numerous institutional accounts for the $58 billion fixed income group.

Mr. Fuss also manages and co-manages a variety of mutual funds with assets over $10 billion – including the flagship Loomis Sayles Bond Fund, Loomis Sayles Strategic Income Fund, Loomis Sayles Institutional High Income Fund, Loomis Sayles Global Markets Fund and Loomis Sayles Investment Grade Bond Fund.

Full Bio Available . . . [ READ MORE ]

Tuesday, December 2, 2008

Speaker:

Andrew Kalotay, president of Andrew Kalotay Associates, is a leading authority on debt management. He has written widely on the valuation of bonds, interest rate derivatives, and mortgage-backed securities. His innovations include refunding efficiency (a widely used tool for managing callable debt) and the Ratchet Bond (a surrogate for conventional callable bonds).

Before founding AKA in 1990, Dr. Kalotay was with Salomon Brothers in the Bond Portfolio Analysis Group. Prior to that he was at Bell Laboratories and AT&T.

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Wednesday, November 12, 2008

Speaker:

Laurie S. Goodman is head of Global Fixed Income Research and Manager of U.S. Securitized Products Research at UBS. Her Securitized Products Team is responsible for publications and relative value recommendations across the RMBS, ABS, CMBS and CDO markets. As a mortgage analyst, Laurie has long dominated Institutional Investor’s MBS categories, placing first in multiple categories 44 times over the last eleven years.

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Wednesday, October 22, 2008

Speaker:

Paul J. Miller, Jr. CFA, managing director and head of financial institutions research, is well-known in the financial services investment community for providing in-depth, fundamental analysis and investment recommendations on mortgage finance companies. Mr. Miller’s coverage list includes mortgage-banking companies, mortgage insurance, small-cap thrifts, and large-cap banks. Some of Mr. Miller’s coverage includes First Horizon National Corp., Wells Fargo & Co., and National City Corp. Mr. Miller also has proven successful in his coverage of thrifts that convert from mutual to stock form and thrifts that have adopted the mutual holding company structure.

Full Bio Available . . . [ READ MORE ]

Wednesday, September 17, 2008

Speaker:

Mr. James E. Glassman is a Managing Director and Senior Economist with J.P. Morgan Chase & Co. He works closely with the firm’s chief investment officer, commercial banking, and government relations groups. He publishes independent research on the principal forces shaping the economy and financial markets. Mr. Glassman’s views are widely cited in the financial media, where he is a frequent commentator on economic policy issues.

 

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2003, WAMM