Confirmed Keynote Speakers
The Quinnipiac G.A.M.E. V Forum will feature the following keynote speakers:
|RALPH ACAMPORA, CMT
Senior Managing Director, Altaira Ltd.
Ralph Acampora is senior managing director of Altaira Ltd. and a pioneer in the development of market analytics. He has a global reputation as a market historian and a technical analyst, providing unique insights on market timing and related investment strategy issues. Acampora was previously the New York Institute of Finance's director of technical analysis studies. He taught at the institute for nearly 40 years. Before joining NYIF, he was director of technical research at Knight Equity Markets and also worked for 15 years at Prudential Equity Groups as director of technical analysis. As one of Wall Street's most respected technical analysts, he has consistently been ranked by Institutional Investor for more than 10 years. He is regularly consulted for his market opinion by the major business news networks as well as national financial publications. He is a chartered market technician (CMT), a designation he helped create and which is now recognized by the National Association of Securities Dealers as the equivalent of a chartered financial analyst (CFA).
Chief Marketing Strategist, Private Advisor Group
Fast Money Contributor, CNBC
Guy Adami is an independent trader and one of the original "Fast Money Five" on CNBC's "Fast Money" and chief market strategist and director of advisor advocacy for Private Advisor Group. PAG serves the unique needs of almost 500 independent advisors. Adami, a veteran financial services leader, has held numerous key leadership roles in the financial services industry. He began his career at Drexel Burnham Lambert in 1986 and was promoted to vice president and head gold trader. He joined Goldman Sachs in 1996 as the head gold trader and one of many proprietary traders within the fixed income currency and commodity division. In the spring of 2000, he moved to the U.S. equities division of Goldman Sachs, where he headed the firm's industrial/basic material group. Adami also served as executive director at CIBC World Markets in 2003 in the U.S. equities division, where he led the sector in charge of the industrial/basic material group. He earned a BS from Georgetown University.
Chief Executive Officer
Richard Bernstein Advisors, LLC
Richard Bernstein is chief executive officer of Richard Bernstein Advisors, LLC, an investment firm specializing in longer-term, client-focused investments. Previously, he was head of the Investment Strategy Group at Merrill Lynch & Co., and also held positions at E.F. Hutton and Chase Econometrics/IDC. Prior to Merrill Lynch, he worked on Wall Street for more than 25 years. He is the author of "Style Investing: Unique Insight into Equity Management," and "Navigate the Noise: Investing in the New Age of Media and Hype." Bernstein was named to Institutional Investor magazine's "All-America Research Team" 18 times, and to the "First Team" 10 times. He was twice named to both Fortune magazine's "All-Star Analysts" and SmartMoney magazine's "Power 30." He earned his BA from Hamilton College and his MBA from New York University.
|ABBY JOSEPH COHEN, CFA
Senior Investment Strategist & President
Global Markets Institute, Goldman Sachs
Abby Joseph Cohen is president of the Global Markets Institute and senior investment strategist at Goldman Sachs, where she serves on the firm's U.S. retirement investment committee and has served on the partnership committee. She joined Goldman Sachs in 1990 and was named partner in 1998. She previously specialized in quantitative strategy and economics at other major financial firms. Outside of work, Cohen serves on the White House-appointed Innovation Advisory Board for economic competitiveness. She chairs the board of trustees of the Jewish Theological Seminary and serves as a presidential councillor at Cornell University and on the boards of the Weill Cornell Medical College, the Brookings Institution and The Economic Club of New York. She is a former board chair of the Chartered Financial Analyst Institute. Cohen earned degrees in economics from Cornell University and George Washington University.
|DOUGLAS COTÉ, CFA
Chief Market Strategist
Voya Investment Management
Douglas Coté, CFA, is the Voya Investment Management chief market strategist and the senior portfolio manager for the Global Perspectives funds, a group of global tactical asset allocation strategies. With more than 20 years of active money management experience as a portfolio manager and hedge fund chief investment officer, Coté delivers hands-on interpretations of the forces driving capital markets and effective ways to respond. In his former role as a portfolio manager with ING, he managed more than $14 billion in equity assets. Coté is featured regularly on CNBC's "Closing Bell," Bloomberg TV's "In the Loop with Betty Liu," Fox Business, and other media outlets. A recognized authority on trading cost, impact and timing risk, he has been published in the International Journal of Managerial Finance and other publications, coining the term "Honest EPS" as a way of identifying high-quality stocks.
|DAVID M. DARST, CFA
Former Managing Director & Chief Investment Strategist
Morgan Stanley Wealth Management
David M. Darst was a managing director and chief investment strategist at Morgan Stanley for 17 years, founding president of the Morgan Stanley Investment Group and founding chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. He is now senior adviser to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held senior management posts within the equities division and also served as resident manager of its private bank in Zurich. Darst has written eight books including the bestselling "The Little Book That Saves Your Assets." He appears frequently on CNBC, Bloomberg, FOX and other networks and has contributed numerous articles to Barron's, Euromoney and The Money Manager. Darst earned his MBA from Harvard Business School and has a bachelor's in economics from Yale University. He has lectured extensively at Wharton, Columbia, INSEAD and New York University business schools, and was a visiting faculty member at Yale College, Yale School of Management and Harvard Business School. He is a CFA charterholder and a member of the New York Society of Security Analysts and the CFA Institute.
Senior Canada and US Economist
BofA Merrill Lynch Global Research
Emanuella Enenajor is the senior Canada and U.S. economist at BofA Merrill Lynch Global Research. In this role, she covers Canadian data and economic news for the firm's trading floor and clients, runs the Canadian macro model and is responsible for the Canadian growth, inflation and monetary policy calls. Enenajor also supports U.S. economics as a trading floor and research economist, providing rapid analysis of high-frequency data and publishing research on key economic themes. She worked previously as an economist at CIBC and an analyst in the financial markets group at the Bank of Canada, where she published research on the impact of monetary policy on financial markets. Enenajor received her bachelor of science and master of financial economics degrees from the University of Toronto.
|DR. BOB FROEHLICH
Board of Directors
American Realty Capital
Bob Froehlich brings more than 35 years of Wall Street experience where he chaired investment committees for multiple global asset management organizations including Deutsche Bank, Hartford and Kemper Funds. He was elected to three "All American" institutional research teams. Froehlich has delivered investment speeches in 107 different countries, as well as having six investment books published and translated into 10 different languages. Since his retirement from Wall Street, he has begun a new chapter in his professional career by building a portfolio of boards of directors. He currently serves on the boards of three public companies: ARC Daily NAV Trust, Inc.; ARC Healthcare Trust II, Inc.; and ARC Realty Finance Trust, Inc. He also serves as a trustee for two mutual fund companies--Highland Capital Mutual Funds and Realty Capital Income Funds. Froehlich also serves on the board of Davidson Investment Advisors and is the owner of the Kane County Cougars Baseball Club, the Class A affiliate of the Arizona Diamondbacks.
President & Chief Executive Officer
International Securities Exchange
Gary Katz is president and chief executive officer of the International Securities Exchange and a co-founder of the company. Prior to his current position, he served as CEO. He is one of the principal developers of the unique options market structure--an auction market on an electronic platform--used by both ISE and ISE Gemini. Before ISE, Katz served from 1997-98 as president and co-founder of K-Squared Research, a financial services consulting firm. From 1986-97, he held several positions in the options and index products division at the New York Stock Exchange, where he became managing director. During his tenure at NYSE, Katz also was a co-founder of the Options Industry Council. Before 1986, Katz was an actuary with the Equitable Life Assurance Company and an associate of the Society of Actuaries. Katz taught business mathematics applications as an adjunct professor of statistics at the Stern School of Business, New York University, and also taught options strategies and pricing at the New York Institute of Finance. He earned an MS in statistics from New York University and a BA from Queens College.
Tom Keene is an editor-at-large at Bloomberg News and host of "Bloomberg Surveillance," the morning program featuring economic, finance and investment news. He can be heard on the program starting at 6 a.m. across Bloomberg TV, radio, Bloomberg.com and Bloomberg's devices for mobile and tablets. In addition, Keene provides economic and investment perspective to Bloomberg TV and to its various news divisions. He also founded the "Chart of the Day" article, available on the Bloomberg Professional Service. Keene is the editor of "Flying on One Engine: The Bloomberg Book of Master Market Economists" (2005). He is a graduate of the Rochester Institute of Technology and is enrolled in courses at the external programme of the London School of Economics & Political Science. A chartered financial analyst, Keene is a member of the CFA Institute, the National Association for Business Economics, the American Economic Association and the Economic Club of New York.
|DR. DAVID KELLY, CFA
Managing Director & Chief Global Strategist
J.P. Morgan Funds
Dr. David Kelly is the chief global strategist and head of the Global Market Insights Strategy Team for J.P. Morgan Funds. With more than 20 years of experience, he provides valuable insight and perspective on the economy and markets to thousands of financial advisers and their clients. Kelly is known for his ability to explain complex economic and market issues in a language that financial advisers can use to communicate to their clients. He is a keynote speaker at many national investment conferences. Kelly is also a frequent guest on CNBC and other financial news outlets and is widely quoted in the financial media. Prior to joining J.P. Morgan Funds, he was an economic adviser to Putnam Investments. He also has served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill. Kelly earned a PhD and MA in economics from Michigan State University and a BA in economics from University College Dublin. He is a CFA charterholder.
Joe Kinahan, chief strategist for TD Ameritrade, began his career as a Chicago Board Options Exchange market maker in 1985, trading primarily in the S&P 100 and S&P 500 pits. While mainly an independent market maker, he also worked for ING Bank, Blue Capital and was managing director of option trading for Van Der Moolen, USA. In 2006, Kinahan joined the thinkorswim group, which eventually was acquired by TD Ameritrade. He led the Educational Events Team, working to implement the instructional path for thousands of investors throughout the United States. In 2009 he became the managing director of active trader services. Kinahan, a 25-year trading veteran, is a frequent CNBC commentator, a Forbes contributor and is often quoted in the Wall Street Journal, the Financial Times and many other media outlets. He is also a member of the board of directors at NYSE Arca and is a member of the Arbitration Committee at the Chicago Board Options Exchange.
|ROBERT H. MCCOOEY JR.
Senior Vice President, Listing Services
Robert H. McCooey Jr. is a senior vice president of Nasdaq's Listing Services unit. He is responsible for relationship management with Nasdaq's 3,400 listed companies and leads the firm's global key account management program. Previously, he ran new listings and the capital markets group at Nasdaq. In this role, McCooey managed Nasdaq's new listings efforts domestically, in the Americas and throughout the Asia Pacific region. Before joining Nasdaq, McCooey founded and served as the chief executive officer of The Griswold Company, a brokerage company, from 1988 to 2006. He was a member of the New York Stock Exchange Board of Executives from 2003-06.
|JOSEPH M. TERRANOVA
Chief Market Strategist, Virtus Investment Partners
Fast Money Contributor, CNBC
Joe Terranova is chief market strategist for Virtus Investment Partners. He works with the regional sales teams and financial advisers who sell the company's investment products, providing insight into the domestic and global investing landscape. Terranova has represented Virtus as a keynote speaker and is a member of the firm's Investment Oversight Committee. Before joining Virtus in 2008, he spent 18 years at MBF Clearing Corp., rising to the position of director of trading for the company and its subsidiaries. He is known for his risk-management skills, honed while overseeing MBF's proprietary trading operations during some of the most calamitous times for the U.S. markets, including the first Gulf War, the 1998 Asian Crisis and 9/11. He is a panelist on CNBC's "Fast Money" and a frequent panelist on "Fast Money Halftime Report." He has a bachelor's degree in finance from the Peter J. Tobin College of Business at St. John's University.