Posted on

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.

Chief Executive Officer, 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. He received his master's degree in business administration from the University of California, 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.

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.

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.

Founder and Chairman, 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.

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.

Chief Investment Officer, Impax Asset Management LLC, Executive Vice President, Pax World Funds
falciSteve Falci, CFA, oversees the investment management of Pax World Funds, the development of fund strategy and the collaboration between investment analysis and environmental, social and governance-based research to enhance the firm’s sustainable investing strategy. Falci has 30 years of experience in investment management. Prior to joining the firm, he was head of strategy development, sustainable investment at Kleinwort Benson Investors.

Partner and Portfolio Manager, Trillium Asset Management
hiltonPrior to joining Trillium Asset Management, Paul Hilton, CFA, was vice president of sustainable investment business strategy at Calvert Investments. Hilton also previously held senior positions within Calvert’s equities and marketing departments. He started his career in the field of SRI in 1995.

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.

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.

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.

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.

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 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.

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.

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.

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.