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2018 Speakers


Founder and Editor, Inside Philanthropy
callahanDavid Callahan is founder and editor of Inside Philanthropy, a digital media site covering charitable giving. Callahan is also author of The Givers: Wealth, Power, and Philanthropy in a New Gilded Age, published last year.

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.

Managing Partner and Portfolio Manager, FPA
romickSteven Romick, CFA, joined FPA in 1996. Romick serves as portfolio manager for the FPA Crescent Fund, Source Capital Inc. and the FPA Multi-Advisor Strategy. Prior to joining FPA, he was chairman of Crescent Management and a consulting security analyst for Kaplan, Nathan & Co. He earned a Bachelor’s degree in Education from Northwestern University.

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.


Chief Executive Officer and Portfolio Manager, Parnassus Investments
allenBenjamin E. Allen is a portfolio manager of the Parnassus Core Equity Fund. Allen joined Parnassus Investments in 2005 as a senior research analyst and was previously a Parnassus research intern. In 2008, he was promoted to director of research and subsequently became portfolio manager of the Parnassus Core Equity Fund in 2012. Prior to joining the firm, he worked at Morgan Stanley.

Co-Founder and Chief Operating Officer, EquBot
amadorArt Amador spent eight years serving as a vice president at Fidelity Investments, where he was responsible for over $1.3 billion in assets. In 2012, Amador was recognized as Fidelity’s #1 consultant in the United States. He holds the professional designation of Certified Financial Planner and an MBA from the Haas School of Business at UC Berkeley.

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.

Managing Member and Portfolio Manager, Westchester Capital Management LLC
behrenRoy Behren came to WCM in 1994 and became a managing partner in 2010. Behren is co-portfolio manager for Westchester Capital Management LLC and affiliates and Westchester Capital Partners LLC. He earned a J.D. degree from the University of Miami Law School and an LL.M. degree in corporate law from the New York University School of Law.

Founding Partner and Managing Director, Swytch
caronEvan Caron co-founded Swytch, a blockchain platform that tracks and verifies the impact of sustainability efforts and actions on the worldwide level of C02 emissions. Caron has over 15 years of experience in energy and commodity markets, management and trading. He has an entrepreneurial focus on business strategy and development for information technology, user experience and sustainable and renewable energy globally.

Director, Financial Advisor Education, The Options Industry Council
cottAs a representative for The Options Industry Council and serving as director of financial advisor education, Eric Cott endeavors to help advisors and their firms to use options more effectively. Cott is responsible for expanding OIC’s outreach to financial advisors. Additionally, he participates in conference panel discussions and presents advisor-oriented educational seminars.

Executive Vice President of National Sales, Sprott
coyneEd Coyne joined Sprott in January 2016 and has more than 25 years of investment management and sales experience. Previously, Coyne was a principal and investment specialist for 18 years at Royce & Associates. He earned his Bachelor of Science in Architectural Studies from the University of Missouri.

Chairman, Spouting Rock Asset Management
coyneJohn Coyne joined Spouting Rock Asset Management in 2018 and has been in the financial services industry for 36 years, the last 30 years at Brinker Capital. Coyne is responsible for distribution and firm development. At Brinker, he had many roles and served on multiple committees, most recently as the Interested Trustee to the Destinations mutual fund family.

Vice President of Global Women’s Strategies, Impax Asset Management LLC, Pax Ellevate Management LLC
coyneKelly Coyne is responsible for national sales and marketing initiatives related to the Pax Ellevate Global Women’s Index Fund. Coyne also helps financial advisors build their practices and better engage and serve the next generation of clients through the firm’s Millennials & Money practice management initiative.

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.

Partner and Portfolio Manager, Balter Liquid Alternatives
deschaineBen Deschaine is responsible for managing the firm’s mutual fund products and is a portfolio manager of each BLA fund. Deschaine has experience working for hedge fund allocators as well as directly within a hedge fund, which provides him a differentiated perspective of seeing hedge funds from both sides of the business.

Chief Investment Officer, Centerstone Investors
deshpandeAbhay Deshpande, CFA, founded Centerstone Investors. Deshpande has more than 25 years of experience researching and investing in businesses globally. Prior to establishing Centerstone, he was a portfolio manager at First Eagle Investment Management. During his 15-year tenure, he spearheaded the research efforts during both the 2001 technology and 2008 credit crises, which helped clients minimize losses, and ultimately thrive.

Chairman and Portfolio Manager, Parnassus Investments
dodsonJerome L. Dodson is the lead portfolio manager of the Parnassus Endeavor Fund. Prior to founding Parnassus Investments in 1984, Dodson served as president and chief executive officer of Continental Savings of America, where he started the "Solar T-Bill" program to finance solar energy installations and also developed innovative programs to finance low and moderate income housing.

Research Analyst and Portfolio Manager, Saturna Capital
drumPatrick T. Drum, M.B.A., CFA, CFP, joined Saturna Capital in October 2014. Drum is the portfolio manager for the firm’s institutional subsidiary, Saturna Sdn. Bhd. in Kuala Lumpur, Malaysia. He is a select member of the United Nation’s Principles for Investment (UNPRI) Fixed Income Outreach Subcommittee and an adjunct professor at Pinchot University.

Research Analyst and Portfolio Manager, Capital Dynamics
ernbergJens Ernberg has 20 years of industry experience and is a member of the Private Credit Investment Committee, as well as the Executive Committee. Previously, Ernberg was the portfolio manager and co-chief investment officer of the Credit Suisse Park View BDC. He was a founding member of Legacy Partners Group, a middle market M&A advisory firm, where he served as a senior vice president.

Director, Strategic Relationships Team, Artivest
finnBrendan Finn has over 15 years of industry experience and is currently director of the strategic relationships team at Artivest, where he is focused on the overall distribution efforts within the wire houses and independent broker dealers. Prior to joining Artivest, Finn was most recently an assistant vice president with BNY Mellon Asset Management.

Director of Investment Strategy, Aberdeen Standard Investments
goldMaxwell Gold is the director of investment strategy at ETFS by Aberdeen Standard Investments providing research and insights on commodities, precious metals and ETFs. Gold has held previous roles with the CIO office at Bank of America Merrill Lynch, the World Gold Council and JP Morgan Private Bank. His insights are frequently featured in the press and media including Bloomberg, WSJ, Barron’s and Kitco.

Senior Associate, Equity Division, Time Equities Inc. (TEI)
goldbergJack Goldberg is a member of TEI’s Equity Division, which is responsible for distributing TEI’s investment programs through both private and institutional networks. Goldberg has extensive underwriting and acquisition experience with a variety of asset classes in central and tertiary markets for private and public firms, and graduated from Tulane University’s A.B. Freeman School of Business.

Managing Partner, Digital Bridge Partners LP
granetDusty Granet is the managing partner of Digital Bridge Partners LP, a multi manager and strategy investment fund, focused in the blockchain and cryptocurrency sector. Granet has done due diligence on over 180 crypto-focused funds. Prior to Digital Bridge, he was a managing director at BGC Partners, the publicly traded arm of Cantor Fitzgerald.

Chief Investment Officer, First Affirmative Financial Network
gusmanTheresa Gusman is chief investment officer of First Affirmative Financial Network, an affiliate of FOLIOfn Inc., and is chair of First Affirmative’s investment committee. Gusman is responsible for developing, maintaining and implementing First Affirmative’s investment philosophy and strategies and executing its investment protocols, policies, reviews, reporting and other critical processes.

Managing Director, Cliffwater LLC
hasbrouckPhilip Hasbrouck is a Managing Director with Cliffwater LLC. Cliffwater provides investment advisory services to a variety of clients, primarily institutions, such as endowments, foundations, retirement systems and financial institutions. The firm is best known for its alternative investment research. In 2015, Cliffwater introduced the Cliffwater Direct Lending Index, which has been adopted broadly by institutional investors seeking to track performance of middle market corporate loans.

Vice President and Investment Director, Wellington Management
horowitzJason Horowitz is an investment director in Wellington Alternative Investments. In his role, Horowitz works closely with investment teams to help ensure the integrity of their investment approaches and represents the funds both internally and externally. Prior to joining Wellington Management in 2007, he was a senior analyst at the economic, financial and strategy consulting firm Analysis Group Inc.

Head of Private Wealth, Pantheon
kellerDoug Keller focuses on the origination and marketing of registered and unregistered offerings to wealth management clients globally. Keller previously worked in the Merrill Lynch alternative investments group, where he was involved in screening, structuring and offering private equity and private real estate investments through the Bank of America Merrill Lynch Private Wealth Management platform.

Co-Chairman, Lake Partners
lakeRick Lake is co-chairman of Lake Partners. As a pioneer in liquid alternatives, the firm launched its LASSO Long and Short Strategic Opportunities portfolio of alternative mutual funds nearly 20 years ago. As an innovator in liquid alternatives, the firm launched the LASSO “Spectrum” Alternative ETF Portfolio in 2017. With over 35 years of investment experience, Lake serves as portfolio manager of both strategies.

Partner and Chief Investment Strategist, BlueStar Indexes
levinJoe Levin has over 18 years of experience in investment and philanthropic planning, most notably as chief development officer at the SF-based Jewish Community Federation and Endowment Fund and as a vice president at Bernstein Global Wealth Management.

Washington Editor, Financial Advisor Magazine
Tracey Longo is Financial Advisor magazine’s Washington editor. Longo is a veteran journalist who began her career in the nation’s capital writing about personal finance and policy initiatives for American Banker, Kiplinger Personal Finance magazine and the Washington Post. She is the author of three books, and has taught journalism and media relations at American University’s School of Communication.

Principal, Portfolio Manager—High Yield, Aristotle Credit Partners
lopezDouglas Lopez is a member of the Aristotle Credit research team. Lopez is a member of both the executive management team and the investment committee responsible for the overall management and strategic direction of Aristotle Credit Partners and the investment process. Prior to joining Aristotle Credit, he was senior portfolio manager—global credit at Bradford & Marzec LLC.

Portfolio Manager, Water Island Capital/The Arbitrage Funds
lopreteGregg Loprete has held various positions focused on convertible and merger arbitrage at firms including Keefe, Bruyette & Woods and Ramius Capital. Loprete received an M.B.A. from New York University and a B.A. from the University of Delaware.

Senior Portfolio Manager, Goldman Sachs
lvoffChristopher Lvoff is a senior portfolio manager focusing on co-mingled investment funds within the Global Portfolio Solutions (GPS) Group in Goldman Sachs Asset Management (GSAM). Previously, Lvoff was a member of the Multi-Product Investment Group in GSAM. He joined Goldman Sachs in 2007 as an analyst and was named managing director in 2015.

Client Portfolio Manager, Alternatives Investment Team, First Trust Advisors L.P.
manfrediMario Manfredi, CFA, has over 15 years of investment experience on both the asset manager and advisory side. Prior to joining First Trust, Manfredi was a vice president at Aston Asset Management, where he was responsible for business development in the broker/dealer channel of the Central Region of the United States. He is a member of the CFA Institute and CFA Society of Chicago.

Industry Consultant, The Maselli Group
maselliFrank Maselli is a former U.S. Army officer and a 35-year Wall Street executive. Maselli’s been a top advisor, senior manager and is now a best-selling author and renowned speaker. He brings audiences the modern skills, tools, genuine passion and joy needed to thrive in today’s profession.

Founding Partner and Chief Investment Officer, Arca Funds
mcclurgSteven McClurg is a founding partner and CIO at Arca Funds, a crypto asset management firm that creates and manages institutional and retail investment products investing in and utilizing blockchain technology. Prior to Arca Funds, McClurg was a managing director and portfolio manager at Guggenheim Partners.

President and Chief Investment Officer, SpiderRock Advisors
metzEric Metz, CFA, oversees all investment strategies and portfolio management activities at the firm. Prior to joining SRA, Metz was the derivatives strategist and portfolio manager at RiverNorth Capital Management, managing both mutual fund and hedge fund assets. He began his career with the Chicago Trading Company on the floors of the Chicago Mercantile Exchange and the Chicago Board Options Exchange.

Founder and Managing Partner, Invenomic Capital Management LP
motamedPrior to forming Invenomic, Ali Motamed, CFA, was a senior analyst and a portfolio manager with Robeco Investment Management Inc., specializing in fundamental research of stocks held in the Boston Partners Long/Short Equity Fund and related strategy. Motamed previously held positions at Deutsche Bank and BT Wolfensohn, where he was a member of the global mergers and acquisitions teams.

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 Investment Officer, IPS Strategic Capital; Portfolio Manager, IPSAX
paoloniDominick Paoloni, CIMA, is a nationally known writer, facilitator, radio host and adjunct professor with over 35 years of experience. Paoloni frequently lectures on the real-world use of options to protect portfolios. He is recognized for his risk management expertise and is the guiding force behind IPSAX, an innovative, long volatility, options-based mutual fund.

Director of ETF Product Management and Chief Portfolio Strategist, IndexIQ
petersenDan Petersen, CAIA, is responsible for developing actionable content as it pertains to the competitive landscape, analyzing fund usage in the latest market environment, and portfolio positioning for both individual portfolios and broader-based applications. Additionally, Petersen acts as a liaison between IndexIQ’s CIO and distribution partners to deliver timely product and market insights.

Chief Investment Officer, EventShares
phillipsBen Phillips, CFA, oversees research analysis and portfolio management. Phillips was previously with Goldman Sachs Asset Management (GSAM), where he had portfolio management responsibilities across several multi-sector total return funds. Prior to GSAM, he held senior investing roles at Providence Equity Partners and Lord Abbett.

Analyst, Trillium Asset Management
prasadMitali Prasad, CFA, covers industrials and materials as a research analyst at Trillium. Prasad previously held analyst and portfolio manager positions at Washington Capital Management, OFI Institutional Asset Management and Babson Capital Management. She has a graduate degree from Columbia University and previously served on CFA Society Boston’s SRI committee.

Founder and Chief Executive Officer, Dakota Wealth Management
Dakota Wealth Management is the third RIA created by acclaimed investment manager Peter Raimondi. With Dakota Wealth, Raimondi has assembled a team of dedicated professionals who balance art with science to build customized investment portfolios. Over a 35-year career, he has been the founder and guiding force behind two other ventures: Banyan Partners and The Colony Group.

Managing Director, Black Creek Group
recknorScott Recknor currently serves as managing director and head of asset management. During Recknor’s tenure at Black Creek Group, the industrial franchises have acquired, managed and developed an approximate $8B/105 million square foot industrial portfolio, including approximately 550 buildings with over 1,000 customers, located in 25 top U.S. industrial markets.

Senior Editor, Financial Advisor Magazine
robbinsChristopher Robbins’ journalism career spans a variety of media, genres and audiences. Robbins is senior editor of Financial Advisor magazine. He has also been nationally recognized for his work as a newspaper reporter with the Watertown Daily Times. When not writing, he enjoys music, gardening and cooking.

Vice President, Client Solutions & Strategy, BlackRock Private Equity Partners (PEP)
rockChris Rock, CFA, is responsible for product development, capital raising and client coverage for BlackRock PEP's direct co-investment, separate account and fund-of-funds business. Rock focuses primarily on the single-family office and HNW segment. He has been with BlackRock for 12 years.

Founder and Managing Partner, Entoro Capital
rowJames C. Row has over 25 years of experience in deal structuring, energy finance, A&D, securities and risk management. Row is a chartered financial analyst and maintains Series 7, 24, 28, 63, 79 and 99 FINRA securities licenses.

Co-Chief Investment Officer and Portfolio Manager, RiverPark Funds
rubinMitch Rubin received a B.A. in economics and political science from the University of Michigan and a J.D. from Harvard Law School. Prior to co-founding RiverPark, Rubin was a portfolio manager at Baron Funds for 10 years, an equity analyst with Smith Barney and an associate with Latham & Watkins.

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.

Vice President and Chief Investment Strategist, Thrivent Financial
simenstadMark Simenstad, CFA, oversees the investment management of all Thrivent Financial and Thrivent Mutual Fund assets. Simenstad also serves as a co-manager of Thrivent’s four asset allocation funds and the Thrivent Diversified Income Plus Fund and Multidimensional Income Fund.

Editor-in-Chief and Editorial Director, Financial Advisor
simonoffEvan Simonoff is a founding partner of Charter Financial Publishing Network (CFPN). Simonoff has spent more than 20 years as an editor and reporter covering the financial services industry. He is a widely recognized expert on personal finance and investments.

Artivest, Portfolio Strategist
sosaMiguel Sosa came to Artivest from Wellington Management. Sosa joined Wellington in 2011 as a fund analyst, and most recently was an assistant vice president, hedge fund portfolio specialist. In that role, he was part of the team responsible for investment and business oversight of hedge fund private placements and liquid alternatives across a variety of strategies.

Chief Investment Strategist, Chequers Financial Management
tanenbaumNicole Tanenbaum oversees all aspects of portfolio strategy and investment management at Chequers, integrating the firm’s investment philosophy throughout the organization, and is responsible for investment and manager selection, asset allocation recommendations and portfolio implementation. Tanenbaum is frequently quoted in national publications, including The Wall Street Journal and US News.

Chief Investment Officer, LedgerPrime
tangShiliang Tang currently serves as the chief investment officer for LedgerPrime, a quantitative investment firm focused on cryptocurrencies. Prior to LedgerPrime, Tang was co-founder and COO of WorldCover, a global fintech company. He also spent more than eight years as a quantitative trader within the proprietary trading groups of UBS and Merrill Lynch.

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.

Founder, Life + Liberty Indexes
tollePrior to forming Life + Liberty Indexes, Perth Tolle was a private wealth advisor at Fidelity Investments. Tolle grew up in both China and the United States. Through her China experience, she gained a high level of conviction regarding the impact of human and economic freedoms on markets.

Co-Founder and Managing Partner, iCapital Network
veronisNick Veronis oversees research, due diligence and investment monitoring for private equity funds and hedge funds. Previously, Veronis was a managing director at middle market private equity firm Veronis Suhler Stevenson, where he spearheaded investment strategy in the financial software and data sector and specialized in origination and structuring investment opportunities in the business information services sector.

Founder and Chief Executive Officer, Entrex Capital Market LLC
watkinsStephen H. Watkins is an experienced entrepreneur founding a series of successful information and business services companies—two of which grew to billion dollar market cap companies. At Entrex he is responsible for overall team development and business strategy.