3rd Annual ETF Investing Summit

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About The Conference

iGlobal Forum is pleased to announce the upcoming 3rd Annual ETF Investing Summit due to take place September 12th, 2012 in New York City.  The event will focus on the latest growth trends in the US and internationally with this asset class as well as core strategies in investing, buying and selling (trading), top ETF products and how to overcome technical ETF pitfalls. The 3rd Annual Investing ETF Summit will be the premier opportunity to meet face-to-face and exchange hands-on experience with some of the worlds’ leading ETF experts, Institutional Investors, RIAs, Portfolio Analysts, Individual Investors, High-Net-Worth Individuals, Fund Managers, ETF Researchers, Index Providers, Traders, Investment Consultants and more.

Key Topics Covered

  • Institutional Investors: Using ETFs in a Managed Portfolio
  • The role of ETF products in Asset Management Allocation for 2013?
  • ETF sector performance results for all asset classes
  • ETF Portfolio protection techniques
  • Proposed regulatory and market reforms for ETFs
  • Investment Patterns in Institutional ETF Investing
  • Insight into Institutional Investor ETF Investment Solutions
  • How are Financial Institutions using ETFs
  • Employing Best Practices for ETF Trading

Network With Leading

  • RIA
  • Asset Managers
  • ETF Issuers
  • Pension Funds
  • Financial Advisors & Consultants
  • Broker-Dealers
  • Index Providers
7:45 am - REGISTRATION AND NETWORKING BREAKFAST
8:30 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
8:45 am - THE ROLE OF ETF PRODUCTS IN ASSET MANAGEMENT ALLOCATION FOR 2013?
  • What are key ETF statistics and cost factors showing investors about their holdings?
  • Realizing net benefits and curtailing drawbacks using ETF managed portfolios
  • What are the next groups of ETF products going to mean for today’s active investors?
  • Discussing prime ETF choices for institutional investors going into 2013?
  • Describing new ETF market changes for 2013 and the evolution of fund activity overall
Paul Ingersoll

Paul Ingersoll

CEO

GOOD HARBOR FINANCIAL

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Axel Merk

Axel Merk

President & CIO

MERK INVESTMENTS

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Kevin D. Mahn

Kevin D. Mahn

President & CIO

HENNION & WALSH ASSET MANAGEMENT

View More

Oliver Pursche

Moderator:

Oliver Pursche

Co-Portfolio Manager & Managing Partner

MONTEBELLO PARTNERS

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9:30 am - ETF SECTOR PERFORMANCE RESULTS FOR ALL ASSET CLASSES
  • Special Equity ETFs – Themed investing, sector rotation strategies, leveraged ETFs and short funds
  • Fixed Income ETFs – Govt., Corporate bonds and preferred stock
  • Alternative ETFs – Gold, Oil, Indexed Commodities, Currencies
  • Emerging Market ETF structures - Achieving lower investment costs and increased efficiency
  • Analyzing the year-to-date performance evaluations of Actively Managed ETFs for 2012
  • Understanding roadblocks and implications of a funds route to market
Scott Rothbort

Scott Rothbort

President

LAKEVIEW ASSET MANAGEMENT, LLC

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Janet Flanders Johnston, CFA

Janet Flanders Johnston, CFA

CIO

MADRONA PARTNERS, INC.

View More

Roop Chand Betala

Roop Chand Betala

Chief Executive Officer

VOLVIE CAPITAL MANAGEMENT

View More

Ashmead Pringle

Ashmead Pringle

President

GREENHAVEN LLC

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Tom Conner

Moderator:

Tom Conner

Partner

REED SMITH

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10:15 am - MORNING NETWORKING BREAK
10:45 am - ETF PORTFOLIO PROTECTION TECHNIQUES:
  • Discovering when and how to use volatility ETFs to hedge risk and gain market exposure
  • Examining the performance aspects of portfolio-insurance strategies
  • Using tail risk hedging and volatility as risk management tools
  • Protecting a portfolio against sudden, unexpected market actions and increased volatility
  • How to use tail risk strategies to address specific portfolio hedging needs
Jim Pritchard

Jim Pritchard

Managing Directo

SWAN WEALTH ADVISORS

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Patrick Smith

Patrick Smith

CEO

GRANITE SPRINGS ASSET MANAGEMENT LLC

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Mitchell D. Eichen JD, LLM

Mitchell D. Eichen JD, LLM

CEO

THE MDE GROUP, Inc.

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Maneesh Deshpande

Moderator:

Maneesh Deshpande

Managing Director, Global head of Equity Derivatives Strategy

BARCLAYS CAPITAL

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11:30 am - CASE STUDY: SOURCING LIQUIDITY FOR ETFs
  • Common misconceptions and lessons learned from the marketplace
  • Pros and cons of conventional execution methods
  • Market participants in the ETF liquidity spectrum
  • Best practices for best execution
J. Kolman Estreicher

J. Kolman Estreicher

Director, ETF Execution

WOLVERINE EXECUTION SERVICES (WEX)

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11:50 am - PROPOSED REGULATORY AND MARKET REFORMS FOR ETFs:
  • Scrutinizing the most popular ETFs that use derivatives to give investors exposure to commodities
  • Classifying ETFs for better clarity in understanding their various structures
  • Following up on the SEC Examination of Exchange Traded Funds and their oversight in the US
  • SEC Regulatory focus - Enterprise Risk Management
  • Recent examples of problems created largely by portfolio transparency
Yvonne Pytlik

Yvonne Pytlik

Chief Compliance Officer

DREMAN VALUE MANAGEMENT LLC

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Gary L. Gastineau

Gary L. Gastineau

Principal

ETF CONSULTANTS LLC

View More

J. Stuart Thomas

J. Stuart Thomas

Principal

PRECIDIAN INVESTMENTS

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Kathleen H. Moriarty

Moderator:

Kathleen H. Moriarty

Partner

KATTEN MUCHIN ROSENMAN, LLP

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12:30 pm - NETWORKING LUNCHEON
1:30 pm - INVESTMENT PATTERNS IN INSTITUTIONAL ETF INVESTING:
  • How can institutions use ETFs to implement a management transition strategy?
  • Using ETFs to implement a periodic rebalancing of a portfolio
  • Building a portfolio with broad exposure to traditional asset classes, international equities as well as fixed income
  • How plan sponsors and other institutional investors are exploring new uses and benefits of ETFs
  • Uses and benefits of Exchange Traded Funds for tax-exempt institutional investors
Richard Kang

Richard Kang

Chief Investment Officer & Director of Research

EMERGING GLOBAL ADVISORS

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Joe DeSipio

Joe DeSipio

Co-Founder & Chief Market Strategist

ARIN RISK ADVISORS, LLC

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Ken Dolan

Ken Dolan

Senior Vice President, ETF Trader

JEFFERIES & COMPANY INC.

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Matthew D. McCall

Moderator:

Matthew D. McCall

President

PENN FINANCIAL GROUP LLC

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2:00 pm - INSIGHT INTO INSTITUTIONAL INVESTOR ETF INVESTMENT SOLUTIONS:
  • How are institutional investors using exchange-traded products?
  • What investment strategies are available to institutional investors via exchange-traded wrappers?
  • How do leading DB & DC plan sponsors, endowments & foundations realize cost savings using ETFs?
  • Methods traditional institutional investors use in integrating ETFs into their portfolios?
  • Why do ETF providers need to maintain direct contact with their institutional investors?
Michael Dieschbourg, CIMA

Michael Dieschbourg, CIMA

Managing Director

BROADMARK ASSET MANAGEMENT

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Alex Depetris

Alex Depetris

Director, db-X Group

DEUTSCHE BANK

View More

Marvin Appel

Marvin Appel

CEO

APPEL ASSET MANAGEMENT CORP.

View More

Alex Gurvich

Moderator:

Alex Gurvich

Co-Founder and Managing Partner

THE ROCKLEDGE GROUP

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2:45 pm - AFTERNOON REFRESHMENTS AND NETWORKING BREAK
3:15 pm - HOW ARE FINANCIAL INSTITUTIONS USING ETFs:
  • How do financial institutions strategically use ETFs as effective portfolio management tools?
  • Developing short and long term exposure to ETFs to provide for the correct exposure
  • Managing portfolio risk with ETFs and hedging against potential losses in the portfolios
  • Using ETFs as a transition management tool with excess cash on hand
  • Breakdown of the U.S. institutional investor base in the exchange-traded marketplace
Jordan Balkany

Jordan Balkany

Managing Director

LARKIN CAPITAL

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Michael Gayed

Michael Gayed

Chief Investment Strategist

PENSION PARTNERS LLC

View More

Diane Garnick

Moderator:

Diane Garnick

CEO

CLEAR ALTERNATIVES LLC

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4:00 pm - EMPLOYING BEST PRACTICES FOR ETF TRADING
  • ETF Trading tips investors can use to assist them in accessing ETF liquidity
  • Confirming quoted prices are within margin of the value of the fund’s underlying portfolio
  • Differentiating one ETF from another by indexing and looking at portfolio holdings
  • Insight into how ETFs are shorted or bought on margin, and redeemed
  • Using pre trade analytics to properly gage fair market value and NAV of ETF trading
Robert Holderith

Robert Holderith

President & Founder

EMERGING GLOBAL ADVISORS

View More

Daniel K. Weiskopf III

Daniel K. Weiskopf III

Principal

GLOBAL ETF STRATEGIES

View More

Douglas Wolfe

Douglas Wolfe

Co-founder & CIO

SADDLE RIVER CAPITAL MANAGEMENT

View More

Elliot Noma

Moderator:

Elliot Noma

Managing Director

GARRETT ASSET MANAGEMENT

View More

4:40 pm - COCKTAIL RECEPTION & NETWORKING

Speakers

Michael Dieschbourg, CIMA

Michael Dieschbourg, CIMA

Managing Director

BROADMARK ASSET MANAGEMENT

Michael Dieschbourg is the former CEO and Global Head of ESG for Global Currents Investment Management LLC, a

View More

Yvonne Pytlik

Yvonne Pytlik

Chief Compliance Officer

DREMAN VALUE MANAGEMENT LLC

Yvonne I. Pytlik is a senior executive and one of industry’s most highly regarded strategists in compliance

View More

J. Kolman Estreicher

J. Kolman Estreicher

Director, ETF Execution

WOLVERINE EXECUTION SERVICES (WEX)

Kol Estreicher is responsible for all business development and marketing activities relating to WEX’s ETF

View More

Jim Pritchard

Jim Pritchard

Managing Directo

SWAN WEALTH ADVISORS

Jim received his degree from Columbia University in 1982 where he studied Economics. He became an investment

View More

Richard Kang

Richard Kang

Chief Investment Officer & Director of Research

EMERGING GLOBAL ADVISORS

Richard Kang has served as Chief Investment Officer and Director of Research at Emerging Global Investors since

View More

Robert Holderith

Robert Holderith

President & Founder

EMERGING GLOBAL ADVISORS

Robert Holderith founded Emerging Global Shares in September 2008.  He previously held several executive

View More

Jordan Balkany

Jordan Balkany

Managing Director

LARKIN CAPITAL

Jordan Balkany is a Managing Director at Larkin Capital where he advises asset managers, hedge funds, and other

View More

Daniel K. Weiskopf III

Daniel K. Weiskopf III

Principal

GLOBAL ETF STRATEGIES

Mr. Weiskopf is the ETF Strategist and the co-portfolio manager.  Mr. Weiskopf was the Founder and Portfolio

View More

Patrick Smith

Patrick Smith

CEO

GRANITE SPRINGS ASSET MANAGEMENT LLC

Patrick L. Smith is the founder and CEO of Granite Springs Asset Management, an independent registered investment

View More

Gary L. Gastineau

Gary L. Gastineau

Principal

ETF CONSULTANTS LLC

Gary Gastineau is a recognized expert on exchange-traded funds. He is the Principal of ETF Consultants, a firm

View More

Eric W. Falkeis, CPA

Eric W. Falkeis, CPA

CFO/Senior Vice President

U.S. BANCORP FUND SERVICES, LLC

Eric Falkeis optimizes the use of technology to meet the data reporting needs of his mutual fund customers. U.S.

View More

Elliot Noma

Elliot Noma

Managing Director

GARRETT ASSET MANAGEMENT

Dr. Noma is the founder of Garrett Asset Management, a systematic trading firm that uses technical systems to

View More

Douglas Wolfe

Douglas Wolfe

Co-founder & CIO

SADDLE RIVER CAPITAL MANAGEMENT

Douglas Wolfe is Principal and CIO of Saddle River Capital Management. SRCM manages five all ETF portfolios it

View More

Michael Gayed

Michael Gayed

Chief Investment Strategist

PENSION PARTNERS LLC

Michael A. Gayed, CFA is Chief Investment Strategist at Pension Partners, LLC, an investment management firm

View More

Diane Garnick

Diane Garnick

CEO

CLEAR ALTERNATIVES LLC

Ms. Garnick is CEO of Clear Alternatives and oversees  its research and  investment activities. She founded the

View More

Alex Gurvich

Alex Gurvich

Co-Founder and Managing Partner

THE ROCKLEDGE GROUP

Mr. Alex Gurvich is founding member and a Managing Partner at The Rockledge Group, which is a money management

View More

Alex Depetris

Alex Depetris

Director, db-X Group

DEUTSCHE BANK

Alex Depetris is a Director of Deutsche Bank’s db-X Group, the exchange-traded products division. At Deutsche

View More

Joe DeSipio

Joe DeSipio

Co-Founder & Chief Market Strategist

ARIN RISK ADVISORS, LLC

As Co-Founder and Chief Market Strategist, Joseph DeSipio leads strategy design, risk management, and

View More

Marvin Appel

Marvin Appel

CEO

APPEL ASSET MANAGEMENT CORP.

Marvin Appel originally trained as an anesthesiologist at Harvard Medical School and Johns Hopkins Hospital.  He

View More

Kathleen H. Moriarty

Kathleen H. Moriarty

Partner

KATTEN MUCHIN ROSENMAN, LLP

Instrumental in the development of SPDRs, Kathleen is a financial services lawyer with extensive experience

View More

Maneesh Deshpande

Maneesh Deshpande

Managing Director, Global head of Equity Derivatives Strategy

BARCLAYS CAPITAL

Maneesh S. Deshpande joined Barclays Capital in September 2008 and is currently a Managing Director and global

View More

Janet Flanders Johnston, CFA

Janet Flanders Johnston, CFA

CIO

MADRONA PARTNERS, INC.

Janet is an industry veteran with over 25 years of experience.  Formerly, she was a Senior Vice President and

View More

Roop Chand Betala

Roop Chand Betala

Chief Executive Officer

VOLVIE CAPITAL MANAGEMENT

Mr.Roop Betala is joined Volvie Capital in 1995. Volvie Capital has office in Mumbai, Singapore and New York. 

View More

Matthew D. McCall

Matthew D. McCall

President

PENN FINANCIAL GROUP LLC

Matt McCall is founder and president of Penn Financial Group, an investment advisory firm that specializes in

View More

Mitchell D. Eichen JD, LLM

Mitchell D. Eichen JD, LLM

CEO

THE MDE GROUP, Inc.

In 1987, Mitch founded The MDE Group, a pioneering and nationally recognized wealth management firm, with more

View More

Tom Conner

Tom Conner

Partner

REED SMITH

Tom is a member of Reed Smith's Financial Industry Group. The focus of Tom's practice is on the representation of

View More

Oliver Pursche

Oliver Pursche

Co-Portfolio Manager & Managing Partner

MONTEBELLO PARTNERS

Mr. Pursche is a Managing Partner for Montebello Partners LLC, as well as being the co-portfolio manager of the

View More

Paul Ingersoll

Paul Ingersoll

CEO

GOOD HARBOR FINANCIAL

Paul R. Ingersoll, Managing Partner of Goof Harbor Financial, co-founded NES, a business services company grown

View More

Axel Merk

Axel Merk

President & CIO

MERK INVESTMENTS

Axel Merk is the President and CIO of Merk Investments, manager of the Merk Funds. An authority on currencies, he

View More

Kevin D. Mahn

Kevin D. Mahn

President & CIO

HENNION & WALSH ASSET MANAGEMENT

Kevin D. Mahn joined Parsippany, NJ based Hennion & Walsh as a Managing Director in 2004. Serving as its Chief

View More

Ashmead Pringle

Ashmead Pringle

President

GREENHAVEN LLC

Mr. Pringle spent first ten years as controller for several companies in the timber, land, fertilizer, and grain

View More

Scott Rothbort

Scott Rothbort

President

LAKEVIEW ASSET MANAGEMENT, LLC

View More

J. Stuart Thomas

J. Stuart Thomas

Principal

PRECIDIAN INVESTMENTS

Mr. Thomas began his career on Wall Street in 1989 with Merrill Lynch. He spent his first 10 years there working

View More

Sponsors

Media Partners

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Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
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iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
Park Lane Hotel Park Lane Hotel

Park Lane Hotel

36 Central Park S

New York, NY

 

(212) 371-4000

http://www.parklanenewyork.com

 

iGlobal Forum is pleased to be hosting the Summit at the luxury Park Lane Hotel in New York. Located on Central Park in the Midtown business district, the Helmsley Park Lane hotel is just steps from Fifth Avenue shopping, Broadway theaters, Museum Mile, Radio City Hall, and Lincoln Center.

 

Michael Dieschbourg, CIMA

Michael Dieschbourg, CIMA

Managing Director

BROADMARK ASSET MANAGEMENT

Michael Dieschbourg is the former CEO and Global Head of ESG for Global Currents Investment Management LLC, a global

View More

Yvonne Pytlik

Yvonne Pytlik

Chief Compliance Officer

DREMAN VALUE MANAGEMENT LLC

Yvonne I. Pytlik is a senior executive and one of industry’s most highly regarded strategists in compliance risk

View More

J. Kolman Estreicher

J. Kolman Estreicher

Director, ETF Execution

WOLVERINE EXECUTION SERVICES (WEX)

Kol Estreicher is responsible for all business development and marketing activities relating to WEX’s ETF Execution

View More

Jim Pritchard

Jim Pritchard

Managing Directo

SWAN WEALTH ADVISORS

Jim received his degree from Columbia University in 1982 where he studied Economics. He became an investment

View More

Richard Kang

Richard Kang

Chief Investment Officer & Director of Research

EMERGING GLOBAL ADVISORS

Richard Kang has served as Chief Investment Officer and Director of Research at Emerging Global Investors since its

View More

Robert Holderith

Robert Holderith

President & Founder

EMERGING GLOBAL ADVISORS

Robert Holderith founded Emerging Global Shares in September 2008.  He previously held several executive positions at

View More

Jordan Balkany

Jordan Balkany

Managing Director

LARKIN CAPITAL

Jordan Balkany is a Managing Director at Larkin Capital where he advises asset managers, hedge funds, and other

View More

Daniel K. Weiskopf III

Daniel K. Weiskopf III

Principal

GLOBAL ETF STRATEGIES

Mr. Weiskopf is the ETF Strategist and the co-portfolio manager.  Mr. Weiskopf was the Founder and Portfolio manager

View More

Patrick Smith

Patrick Smith

CEO

GRANITE SPRINGS ASSET MANAGEMENT LLC

Patrick L. Smith is the founder and CEO of Granite Springs Asset Management, an independent registered investment

View More

Gary L. Gastineau

Gary L. Gastineau

Principal

ETF CONSULTANTS LLC

Gary Gastineau is a recognized expert on exchange-traded funds. He is the Principal of ETF Consultants, a firm

View More

Eric W. Falkeis, CPA

Eric W. Falkeis, CPA

CFO/Senior Vice President

U.S. BANCORP FUND SERVICES, LLC

Eric Falkeis optimizes the use of technology to meet the data reporting needs of his mutual fund customers. U.S.

View More

Elliot Noma

Elliot Noma

Managing Director

GARRETT ASSET MANAGEMENT

Dr. Noma is the founder of Garrett Asset Management, a systematic trading firm that uses technical systems to invest

View More

Douglas Wolfe

Douglas Wolfe

Co-founder & CIO

SADDLE RIVER CAPITAL MANAGEMENT

Douglas Wolfe is Principal and CIO of Saddle River Capital Management. SRCM manages five all ETF portfolios it offers

View More

Michael Gayed

Michael Gayed

Chief Investment Strategist

PENSION PARTNERS LLC

Michael A. Gayed, CFA is Chief Investment Strategist at Pension Partners, LLC, an investment management firm which

View More

Diane Garnick

Diane Garnick

CEO

CLEAR ALTERNATIVES LLC

Ms. Garnick is CEO of Clear Alternatives and oversees  its research and  investment activities. She founded the firm

View More

Alex Gurvich

Alex Gurvich

Co-Founder and Managing Partner

THE ROCKLEDGE GROUP

Mr. Alex Gurvich is founding member and a Managing Partner at The Rockledge Group, which is a money management firm.

View More

Alex Depetris

Alex Depetris

Director, db-X Group

DEUTSCHE BANK

Alex Depetris is a Director of Deutsche Bank’s db-X Group, the exchange-traded products division. At Deutsche Bank,

View More

Joe DeSipio

Joe DeSipio

Co-Founder & Chief Market Strategist

ARIN RISK ADVISORS, LLC

As Co-Founder and Chief Market Strategist, Joseph DeSipio leads strategy design, risk management, and intermediary

View More

Marvin Appel

Marvin Appel

CEO

APPEL ASSET MANAGEMENT CORP.

Marvin Appel originally trained as an anesthesiologist at Harvard Medical School and Johns Hopkins Hospital.  He

View More

Kathleen H. Moriarty

Kathleen H. Moriarty

Partner

KATTEN MUCHIN ROSENMAN, LLP

Instrumental in the development of SPDRs, Kathleen is a financial services lawyer with extensive experience

View More

Maneesh Deshpande

Maneesh Deshpande

Managing Director, Global head of Equity Derivatives Strategy

BARCLAYS CAPITAL

Maneesh S. Deshpande joined Barclays Capital in September 2008 and is currently a Managing Director and global

View More

Janet Flanders Johnston, CFA

Janet Flanders Johnston, CFA

CIO

MADRONA PARTNERS, INC.

Janet is an industry veteran with over 25 years of experience.  Formerly, she was a Senior Vice President and

View More

Roop Chand Betala

Roop Chand Betala

Chief Executive Officer

VOLVIE CAPITAL MANAGEMENT

Mr.Roop Betala is joined Volvie Capital in 1995. Volvie Capital has office in Mumbai, Singapore and New York.  Roop

View More

Matthew D. McCall

Matthew D. McCall

President

PENN FINANCIAL GROUP LLC

Matt McCall is founder and president of Penn Financial Group, an investment advisory firm that specializes in ETFs and

View More

Mitchell D. Eichen JD, LLM

Mitchell D. Eichen JD, LLM

CEO

THE MDE GROUP, Inc.

In 1987, Mitch founded The MDE Group, a pioneering and nationally recognized wealth management firm, with more than

View More

Tom Conner

Tom Conner

Partner

REED SMITH

Tom is a member of Reed Smith's Financial Industry Group. The focus of Tom's practice is on the representation of

View More

Oliver Pursche

Oliver Pursche

Co-Portfolio Manager & Managing Partner

MONTEBELLO PARTNERS

Mr. Pursche is a Managing Partner for Montebello Partners LLC, as well as being the co-portfolio manager of the GMG

View More

Paul Ingersoll

Paul Ingersoll

CEO

GOOD HARBOR FINANCIAL

Paul R. Ingersoll, Managing Partner of Goof Harbor Financial, co-founded NES, a business services company grown from

View More

Axel Merk

Axel Merk

President & CIO

MERK INVESTMENTS

Axel Merk is the President and CIO of Merk Investments, manager of the Merk Funds. An authority on currencies, he is a

View More

Kevin D. Mahn

Kevin D. Mahn

President & CIO

HENNION & WALSH ASSET MANAGEMENT

Kevin D. Mahn joined Parsippany, NJ based Hennion & Walsh as a Managing Director in 2004. Serving as its Chief

View More

Ashmead Pringle

Ashmead Pringle

President

GREENHAVEN LLC

Mr. Pringle spent first ten years as controller for several companies in the timber, land, fertilizer, and grain

View More

Scott Rothbort

Scott Rothbort

President

LAKEVIEW ASSET MANAGEMENT, LLC

View More

J. Stuart Thomas

J. Stuart Thomas

Principal

PRECIDIAN INVESTMENTS

Mr. Thomas began his career on Wall Street in 1989 with Merrill Lynch. He spent his first 10 years there working as a

View More

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