Washington Association of Money Managers

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Speakers

Tuesday, September 15, 2009

Speaker:

Richard E. Cripps is the Chief Investment Officer and Senior Portfolio Manager of EquityCompass Strategies, a research and investment advisory unit of Choice Financial Partners, a wholly owned subsidiary of Stifel Financial Corp. (SF-NYSE). Mr. Cripps joined Stifel Financial through the acquisition of Legg Mason’s Capital Markets Group from Citigroup in December 2005. Mr. Cripps directed the Portfolio Strategy Group of Stifel Nicolaus Equity Research prior to his current role, where he also served as a senior member of the investment committee with responsibilities for equity market analysis and portfolio strategy. .

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Wednesday, October 7, 2009

Speaker:

Frank E. Nothaft was appointed to the position of chief economist in December 2001 and vice president in March 2004. In this position, Nothaft is responsible for primary and secondary mortgage market analysis and research, macroeconomic analysis and forecasting. Nothaft is also involved in the analysis of affordable lending activities and policy issues affecting the housing industry.

Prior to being named chief economist, Nothaft served as deputy chief economist for Freddie Mac from 1988, and as a senior economist from November 1986. Nothaft was an economist with the Board of Governors of the Federal Reserve System from 1983 until 1986, where he served in the mortgage and consumer finance section and as the assistant to Governor Henry C. Wallich.

A widely quoted expert on housing and economic issues, Nothaft makes frequent guest appearances in both local and national media outlets.

 

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Tuesday, November 3, 2009

Speaker:

Thomas D. Gallagher is a Senior Managing Director of International Strategy and Investment Group Inc. (ISI). (ISI specializes in economic and political research; the firm was founded by perennial Institutional Investor #1 All-Star economist, Ed Hyman.) ISI’s policy research team in Washington, which is run by Mr. Gallagher, analyzes the implications of global political developments for financial markets.

Tom Gallagher has been ranked in the Institutional Investor’s Washington research category for each of the past 12 years, and was ranked #1 in 3 of the last 4 years. Prior to joining ISI in 1999, Tom spent 13 years at Lehman Brothers and 8 years in the federal government.

 

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Thursday, December 3, 2009

Panel of Leading Executive Recruiters:

Speaker:

Pyramind benefits from the leadership of President and Founder Hope Johnson. A leader in the executive search business since 1987, she has conducted search assignments for a wide range of clients – from Fortune 100 companies to start-ups, non-profits and government agencies.

Today, Ms Johnson leverages a wide network of searchconsultants and industry contacts to deliver quality senior-level talent to leading enterprises and organizations.

 

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Speaker:

Paul Rothenburg specializes in searches for executives for companies in a wide range of industries. With a diverse professional background and a deep involvement in the community, he offers clients a wealth of business experience and access to his extensive network of contacts. He establishes long-lasting relationships with both clients and candidates and often serves as a trusted business advisor.

Responsible for marketing and business development for The McCormick Group, Paul also manages the government contracting and emergency management group, which places executives with government contractors. He is active in conducting search assignments in a variety of practice areas, including legal, sales and marketing, information technology, government and professional services, finance and operations, real estate and construction, and not-for-profits and associations. In addition, he has consulted on the mergers of numerous professional service companies. Consistently a top performer, Paul continually earns multiple top producer honors in the company and has been named National Account Executive of the Year and Arlington Account Executive of the Year.

 

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Speaker:

Andrew Reese specializes in searches for finance executives for a wide range of companies and financial services firms. He is known by clients and colleagues for being driven, creative, and willing to go the extra mile to succeed with challenging projects. In addition to deep knowledge of his areas of expertise, Andrew offers clients and candidates the benefit of business consulting in compensation, negotiation, strategy, and the development of new markets.

Dedicated to building a practice in the investment field, Andrew conducts searches for a broad spectrum of finance professionals, from C-level executive positions to supporting roles. His client roster consists of financial services and asset management firms, private equity firms, and larger companies across multiple industries. Representative engagements include: Chief Executive Officer of a prominent private equity firm’s portfolio company, managing directors for investment advisory firms, corporate controllers for a variety of companies, Managing Director of Sales and Marketing for an investment advisory firm, and Vice President of Corporate Development and Strategy for an asset management/mutual fund company. He has been recognized as one of The McCormick Group’s top producers.

 

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Wednesday, December 9, 2009

Speaker:

Chris Varvares is President of Macroeconomic Advisers, a company he co-founded with Joel Prakken and Laurence Meyer as Laurence H. Meyer & Associates in 1982. The firm became Macroeconomic Advisers in June of 1996 when Dr. Meyer joined the Board of Governors of the Federal Reserve System.

Mr. Varvares has over 25 years of experience in macroeconomic forecasting and policy analysis, both as a principal of Macroeconomic Advisers (1982 to present) and as a member of the staff of the President's Council of Economic Advisers (1981-1982). While at the Council, he served as a member of the U.S. delegation to the OECD in April 1982.

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Tuesday, January 12, 2010

 

Speaker:

"Where are we in the Financial Regulatory Reform Discussion: Are "Earnings" Becoming the Forgotten Element of Bank Stability"

Wayne A. Abernathy joined the American Bankers Association in February of 2005, and serves in the newly created position of Executive Vice President for Financial Institutions Policy and Regulatory Affairs.  Mr. Abernathy oversees ABA groups that deal with policy development, regulatory issues, bank general counsels, economics, securities and investment, and risk management.

Before joining ABA, Mr. Abernathy served two years as Treasury Assistant Secretary for Financial Institutions under President George W. Bush, receiving the Alexander Hamilton Award in recognition of his service.  In that office he was also a member of the Board of Directors of the Securities Investor Protection Corporation.  Prior to his work in the Treasury, Mr. Abernathy served as Staff Director of the Senate Banking Committee, under Chairman Phil Gramm.

 

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Wednesday, February 17, 2010

Speaker:

John Guinee joined the Stifel Nicolaus Research Team in connection with Stifel's acquisition of Legg Mason's Capital Markets Group in December of 2005. He joined Legg Mason in February 2005. From 2003 to 2005, Mr. Guinee was executive vice president and chief investment officer of Duke Realty, a $8 billion company that is the largest office and industrial real estate investment trust in the United States. He was responsible for leading the company's acquisition and disposition efforts.

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Thursday, March 11, 2010

Speaker:

Sean McShea joined Ryan Labs in 1993 and subsequently rose to the position of President in 2004.  Prior to taking on his current role, he spent time in asset management, research and indexes. Sean continues to develop liability driven investment solutions for the Insurance and Pension markets utilizing Ryan Labs investment grade fixed income capabilities.  He is a frequent speaker at financial seminars involving surplus optimization, asset allocation, custom indexes, performance attribution, and risk management.

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Thursday, April 15, 2010

Speaker:

Larry Adam is a Managing Director and Chief Investment Strategist for Deutsche Bank Private Wealth Management in the U.S. He is a member of the U.S. Investment Committee, the management team responsible for investment strategy and asset allocation for U.S. discretionary client portfolios and the Global Investment Committee that formalizes and establishes the global house view.

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Wednesday, May 12, 2010

Emerging Market Panel:

 

Speaker:

Joe Kogan is Head of Emerging Markets Strategy at Scotia Capital in New York.   From 2004 to 2009, he was a senior strategist for emerging markets at Barclays Capital and at Lehman Brothers.  Prior to that, he was a professor at Universidad Católica in Santiago, Chile, where he taught MBA classes and conducted research on business strategy in developing countries. 


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Speaker:

Larry Speidell is founding Partner and Chief Investment Officer of Frontier Market Asset Management, LLC.

From 2003 to 2006 he was Executive Vice President at Laffer Associates, an investment management and economic research firm. Prior to joining Dr. Laffer, Larry was a Partner and Director of Global Research and Management at Nicholas Applegate where he launched the firm’s emerging markets products and developed and enhanced the firm's international and global quantitative disciplines.

Larry also spent eleven years as a Trustee at Batterymarch Financial Management where he was a portfolio manager for domestic and international strategies, was responsible for one of the first equity funds in China and worked on the development of a fund for Russia. As Senior Vice President and portfolio manager at Putnam Management Company, Larry served as a member of that firm's Investment Policy Committee.

 

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Thursday, June 17, 2010

Speaker:

Commissioner Paredes was appointed by President George W. Bush to the U.S. Securities and Exchange Commission and was sworn in on August 1, 2008.


Before joining the SEC, Commissioner Paredes was a tenured professor at Washington University School of Law in St. Louis, Missouri. He also held a courtesy appointment at Washington University’s Olin Business School. Commissioner Paredes primarily taught and researched in the areas of securities regulation and corporate governance.

 

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2003, WAMM