Confirmed Keynote Speakers
|RALPH ACAMPORA, CMT
Senior Managing Director
Ralph Acampora, CMT, 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.
Chief Market Strategist & Director of Advisor Advocacy, 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.
Corporate Turnaround Expert
Al Angrisani is one of the top corporate turnaround experts in the U.S. Over the past 20 years, he has rescued several large public companies that stood on the brink of disaster. His proven track record, time-tested model for change, and reputation for expertise and integrity have prompted boards of directors of companies to place their trust in him. In 2014 Angrisani completed, for the second time, an 18-month turnaround of Harris Interactive Corporation with a sale to media giant Nielsen. His ability to dissect complex economic issues have made him a sought-after guest commentator on nationally broadcast news outlets, including CNBC and Fox Business News. Recently, Angrisani further proved his expertise as a turnaround executive and shareholder advocate by writing the well-received "Win One for the $hareholders," a description of his proven model for corporate change and an exploration of current key economic issues. Serving in the public sector, he was President Reagan's assistant secretary of labor and chief of staff from 1980-84.
FOX Business Network
David Asman joined FOX Business Network as an anchor in September 2007. He co-hosts "After the Bell" weekdays with Melissa Francis. Asman also serves as host of "Forbes on FOX," a weekend half-hour program on FOX News Channel. He has been with FNC since 1997, when he joined the network as a weekday anchor for "Fox News Live." In 2005, he was named head of FNC's documentary unit, where he hosted a series of investigative specials including "Global Warming: The Debate Continues" and "U.N. Blood Money," a series that examined the oil-for-food controversy. Prior to joining FNC, Asman served as The Wall Street Journal's award-winning editorial features editor. He joined the newspaper in 1983 as an editorial writer, where he edited the Manager's Journal and the Americas columns in addition to writing editorials and more than 100 articles from Latin America and elsewhere. In 1994, he was named senior editor for the paper's editorial page.
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, CFA, 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.
|DR. ASWATH DAMODARAN
Kerschner Family Chair in Finance Education & Professor of Finance
New York University Stern School of Business
Aswath Damodaran holds the Kerschner Family Chair in Finance Education and is professor of finance at New York University Stern School of Business. Before coming to Stern, he lectured in finance at the University of California, Berkeley. In addition to numerous publications in academic journals, Damodaran is the author of several highly regarded academic textbooks on valuation, corporate finance and investment management. Damodaran has been the recipient of Giblin, Glucksman, and Heyman Fellowships; a David Margolis Teaching Excellence Fellowship; and the Richard L. Rosenthal Award for Innovation in Investment Management and Corporate Finance. His skill and enthusiasm in the classroom garnered him the School of Business Excellence in Teaching Award and the Distinguished Teaching Award from NYU. Damodaran received a BA in accounting from Madras University and an MS in management from the Indian Institute of Management. He earned an MBA and a PhD, both in finance, from the University of California, Los Angeles.
|DAVID M. DARST, CFA
Former Managing Director & Chief Investment Strategist
Morgan Stanley Wealth Management
David M. Darst, CFA, 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.
|BOB DOLL, CFA
Chief Equity Strategist & Senior Portfolio Manager
Nuveen Asset Management LLC
Bob Doll is chief equity strategist and senior portfolio manager at Nuveen Asset Management. He manages Nuveen's large cap equity series, which includes traditional large cap equities, specialty categories and alternative strategies. He is a well-respected authority on the equities markets among investors, advisors and the media. As the author of popular weekly commentaries and annual market predictions, Doll provides ongoing, timely market perspectives. Prior to joining Nuveen Asset Management, he held similar roles at other large asset management firms, including serving as chief equity strategist at Blackrock; president and chief investment officer of Merrill Lynch Investment Managers; and chief investment officer of OppenheimerFunds. Doll appears regularly on CNBC, Bloomberg TV and Fox Business News discussing the economy and markets. He earned a BS in accounting and a BA in economics from Lehigh University and an MBA from the Wharton School of the University of Pennsylvania.
Senior Canada and U.S. 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.
President & Chief Executive Officer
Federal Reserve Bank of Chicago
Charles L. Evans is the ninth president and chief executive officer of the Federal Reserve Bank of Chicago. In that capacity, he serves on the Federal Open Market Committee, the Federal Reserve System's monetary policymaking body. As head of the Chicago Fed, Evans oversees the work of roughly 1,400 employees in Chicago and Detroit who conduct economic research, supervise financial institutions and provide payment services to commercial banks and the U.S. government. Before becoming president in September 2007, Evans served as director of research and senior vice president, supervising the bank's research on monetary policy, banking, financial markets and regional economic conditions. His personal research has focused on measuring the effects of monetary policy on U.S. economic activity, inflation and financial market prices. He has been published in the Journal of Political Economy, American Economic Review, Journal of Monetary Economics, Quarterly Journal of Economics and the Handbook of Macroeconomics. Evans earned a bachelor's degree in economics from the University of Virginia and a doctorate in economics from Carnegie-Mellon University in Pittsburgh.
|DR. BOB FROEHLICH
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 chairman, chief executive officer, president and owner of the Kane County Cougars Baseball Club, the Class A affiliate of the Arizona Diamondbacks.
Host, "Taking Stock"
Kathleen Hays is the host of Bloomberg Radio's "Taking Stock," a weekday program that covers the forces driving the U.S. and global markets, from broad macroeconomic forces to the latest investment trend. Recognized as one of the top economics reporters and anchors in the country, Hays has covered the U.S. economy and the Federal Reserve for more than 20 years. She joined Bloomberg in 2006 after years as an on-air and online economics correspondent at CNN, CNNfn, and CNBC, where she served as a host, correspondent and commentator for numerous programs including "Squawk Box." Hays began her career as a print journalist, initially serving as a founder, director, economics correspondent and New York bureau chief at Markets News International, a financial news service. From there, she joined Reuters, where she covered domestic and global bond and currency markets as well as central bank policy. She later worked as an economics correspondent and New York bureau chief for Investor's Business Daily. Hays attended Stanford University where she earned both a bachelor's degree and a master's degree in economics. She is based in New York City.
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, CFA
Tom Keene, CFA, 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.
JJ 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.
| JEFFREY KLEINTOP, CFA
Chief Global Investment Strategist
Charles Schwab & Co.
Jeffrey Kleintop, chief global investment strategist at Charles Schwab, analyzes and discusses international markets, trends and events to help U.S. investors understand their significance and financial implications. Prior to Schwab, he served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC Wealth Management and senior investment strategist at ARIS Corporation of America. He has been cited in a range of national media outlets including The Wall Street Journal, which labeled him one of "Wall Street's best and brightest," and he has been a featured or keynote speaker at dozens of industry events annually. He is the author of "Market Evolution: How to Profit in Today's Changing Financial Markets." He has a BS in business administration from the University of Delaware and an MBA from Pennsylvania State University. He also studied at the London School of Economics and is a chartered financial analyst.
| DAVID KUDLA
Founder, CEO & Chief Investment Strategist
Mainstay Capital Management, LLC
David Kudla is founder, CEO and chief investment strategist of Mainstay Capital Management, LLC. He has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the country for the past seven years, and in the top 25 for the past two years. Kudla is a contributing writer for Dow Jones and Forbes. He regularly speaks at national conferences, publishes articles about retirement planning and investing, and advises thousands of workplace savings plan participants. He regularly appears on CNBC, Bloomberg, Fox Business, and other networks and is frequently quoted in the financial press. Kudla has earned his certificate in financial planning and two postgraduate degrees, including a master's in management at Stanford University. He is an adjunct professor, serves on several university advisory councils, and sponsors student-managed portfolios, including the largest at Stanford University.
|BENJAMIN A. PACE
Chief Investment Officer & Partner
HPM Partners LLC
Benjamin A. Pace is chief investment officer and a member of HPM Partners Investment Committee. He has more than 25 years of experience in investment management. Prior to joining HPM Partners, he was chief investment officer and head of global investment solutions for Deutsche Bank Private Wealth Management in the U.S. In his role as CIO, he sat on the PWM Global Investment Committee, providing input on the U.S. economy and capital markets and overseeing the investment strategy and asset allocation for PWM clients in the U.S. Prior to joining Deutsche Bank in 1994, he managed equity income funds for two investment organizations and served as a securities analyst with particular emphasis on the financial services and health care industries. Pace has been featured in the Wall Street Journal and is a frequent commentator on Bloomberg TV and radio, Fox TV and CNBC, appearing regularly on programs such as "Power Lunch," "The Closing Bell" and "Squawk Box." He earned a BA in economics from Columbia University and an MBA in finance from New York University.
|PAUL SMITH, CFA
President & Chief Executive Officer
Paul Smith leads CFA Institute and its more than 130,000 members worldwide in promoting the highest standards of education, ethics and professional excellence in the investment profession. He joined the institute in 2012 as managing director for Asia Pacific and later assumed leadership of its institutional partnerships division. He was appointed president and CEO in January 2015. Smith started his career in asset management at Ermitage International, an alternative funds management company, and serving as its CEO for seven years. He moved to Asia in 1996 to join Bank of Bermuda in Hong Kong as Asia head of securities services. In 2001, Smith was promoted to global head of funds services. After HSBC's acquisition of the bank in 2004, he served as HSBC's global head of alternative funds administration, working in Hong Kong and New York. Smith also has pursued entrepreneurial roles, most recently as founder and CEO of the Hong Kong-based hedge fund investment management firm Asia Alternative Asset Partners for six years. He has a master's degree in history from Oxford University.
Richard Yamarone is an economist with three decades of experience. He focuses on monetary and fiscal policy, economic indicators, fixed income and general macroeconomic conditions for "Bloomberg Brief: Economics," a daily newsletter. He is the creator of the Bloomberg Orange Book, a compilation of macroeconomic anecdotes gleaned from comments CEOs and CFOs made on quarterly earnings conference calls. He travels extensively to speak to clients and corporate executives on the economic outlook and career and management coaching. Earlier in his career, Yamarone was director of economic research at Argus Research and a member of the firm's investment policy committee. He has been a consultant to monetary and fiscal policymakers, served as an economic adviser to major U.S. corporations and has held senior positions for several international and domestic money centers and investment banks. Yamarone has taught courses on macroeconomics and economic indicators at several colleges and is the author of the "Trader's Guide to Key Economic Indicators" (Bloomberg Press, 2012).