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2018 Speakers


Editor and Publisher, Cook Political Report, Political Analyst, National Journal Group
cookCharlie Cook’s prodigious writing is a direct line to the heart of politics. He writes weekly for National Journal magazine and National Journal Daily, and he also pens a regular column for the Washington Quarterly. Once deemed “the Picasso of election analysis” by the Wall Street Journal, Cook produces the sharpest political handicapping in the business, serving as the one-man, go-to-source for Americans who want to be truly informed. His expertise has been featured on the ABC, CBS, and NBC evening news programs, as well as Good Morning America, TODAY, Nightline, Meet the Press and This Week.

Editor and Publisher, The Gartman Letter
gartmanDennis Gartman has been publishing The Gartman Letter, his daily commentary on the global capital markets, since 1987. Gartman has lectured on capital market creation to central banks and finance ministries around the world, and has taught classes for the Federal Reserve Bank's School for Bank Examiners on derivatives. He often appears on CNBC Television and Bloomberg Radio, discussing commodities and the capital markets.

President, Yardeni Research Inc.
yardeniDr. Ed Yardeni is the president of Yardeni Research Inc., a provider of global investment strategy and asset allocation analyses and recommendations. Yardeni previously served as chief investment strategist of Oak Associates, Prudential Equity Group and Deutsche Bank’s U.S. equities division in New York City. He was also the chief economist of CJ Lawrence, Prudential-Bache Securities and EF Hutton. He taught at Columbia University’s Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He also held positions at the Federal Reserve Board of Governors and the U.S. Treasury Department in Washington, D.C.

Chief Executive Officer and Chief Investment Officer, Morgan Creek Capital Management LLC
yuskoPrior to forming Morgan Creek, Mark Yusko served as the CEO for the University of North Carolina at Chapel Hill (UNC). He, and his team, founded the UNC Management Company (UNCMC) in 2002 to provide comprehensive investment advisory services to the university, including strategic and tactical asset allocation, investment manager selection, manager performance evaluation, spending policy management and performance reporting.


Founder and Chief Investment Officer, Tarbox Family Office
Laura Tarbox, CFP, founded Tarbox Family Office in 1985. She has played a leadership role in financial education and taught investment, financial planning and insurance classes in a variety of programs. Sought after to serve on professional boards throughout her career, Tarbox is presently a Trustee of the Board of the Foundation for Financial Planning.

President and Chief Investment Officer, Cognios Capital
angristJonathan Angrist co-founded Cognios Capital in 2008. Angrist has over 20 years of investment experience with 12 years managing long/short hedge fund strategies. His educational background includes an M.B.A. and a B.S. (Summa Cum Laude and Phi Beta Kappa) from Tulane University.

President and Chief Investment Officer, 3EDGE Asset Management LP
cucchiaroStephen Cucchiaro has been managing investment portfolios since 1994 and is considered a pioneer in the field of ETF asset management. Cucchiaro founded Windward Investment, which continued as Windhaven Investment Management after its acquisition by Charles Schwab in 2010. He is a regularly sought after speaker for his views on global capital markets.

Founder and Chief Executive Officer, Parnassus Investments
dodsonJerome L. Dodson is the lead portfolio manager of the Parnassus Multi-Cap Equity strategy and the Parnassus Asia Pacific Equity strategy and is the sole portfolio manager of the Parnassus Endeavor Equity strategy. Prior to founding Parnassus Investments in 1984, Dodson served as president and CEO of Continental Savings of America, where he started the “Solar T-Bill” program to finance solar energy installations.

Portfolio Manager, Vivaldi Asset Management LLC
murphyBrian Murphy joined Vivaldi in 2014 as a senior research analyst on the investment side with a focus on Vivaldi’s alternative portfolios. Murphy is responsible for all aspects of the investment process including investment sourcing, evaluation and monitoring. He is also a member of the firm’s investment committee and has over a decade of alternatives investment experience.

Founder and Chief Executive Officer, PagnatoKarp
pagnatoFor more than two decades, Paul A. Pagnato has successfully advised business owners on pre-sale planning with emphasis on cash-flow strategies and protecting capital. Pagnato consults with advisors around the country on effective asset management strategies. He consistently ranks on Barron’s, Forbes, Financial Times and Washington, D.C. Area top advisor lists.

Founder and Chief Executive Officer, Dakota Wealth Management
raimondiPeter Raimondi began his career as a financial advisor at Ayco. In 1986, Raimondi founded The Colony Group, an RIA overseeing $5.3 billion today. In 2006, he left The Colony Group to launch Banyan Partners, which was sold in 2014 for $60 million. He believes in designing customized portfolios for clients and often uses option overlays to protect capital gains and generate income.

Founder and Chief Investment Officer, BlueStar Indexes
schoenfeldSteven Schoenfeld is a 33-year veteran of the investment management industry, having served at Northern Trust, Barclays Global Investors and at the International Finance Corporation/World Bank. Schoenfeld is the editor of Active Index Investing, co-founder of IndexUniverse.com (now ETF.com) and co-author of The Pacific Rim Futures and Options Markets.