2012 Keynote Speakers

Steve Forbes Steve Forbes
Chairman and Editor-in-Chief
of Forbes Media
Steve Forbes is chairman and editor-in-chief ofForbes Media. The company's flagship publication, Forbes, has a circulation of more than 900,000. Under Steve Forbes' leadership, the company has launched a variety of new publications and businesses. The companyalso publishes a number of investment newsletters.  In 1996, the company launched Forbes.com, which now averages 18 million unique monthly visitors.
In both 1996 and 2000, Steve Forbes campaigned vigorously for the Republican nomination for the Presidency. Key to his platform were a flat tax, medical savings accounts, a new Social Security system for working Americans, parental choice of schools for their children, term limits and astrong national defense.  He continues to energetically promote this agenda.

 

 
 Peter Ricchiuti Peter Ricchiuti
Professor Tulane University
A.B. Freeman School of Business
Peter Ricchiuti teaches courses on the financial markets at Tulane University's A.B. Freeman School of Business. He has been the school's top professor twice. He started his career with the investment firm of Kidder Peabody and later managed over three billion dollars as the assistant treasurer for the state of Louisiana. In 1993 he founded Tulane's highly acclaimed Burkenroad Reports stock research program. He has been featured on CNN and CNBC as well as in The New York Times, Barron's, The Washington Post and The Wall Street Journal.

2012 Conference Speakers

Keith Alliare Keith Allaire
Managing Director
Robert A. Stanger & Co., LLC
Keith Allaire is a managing director with Robert A. Stanger & Co., LLC, a nationally recognized investment banking firm specializing in REITs and real estate investment programs. He provides strategic planning and financial advisory services in connection with accessing public capital markets, structuring institutional and retail programs, obtaining equity and debt financing, and executing sales, mergers and acquisitions. He currently serves as chairman of the Investment Program Association's Non-traded REIT Committee and REIT Financial Standards Subcommittee.

 

 
Thomas Balcom Thomas Balcom CFP, CAIA, MBA,
Founder 1650 Wealth Management
Tom Balcom is the founder of 1650 Wealth Management in Boca Raton, Fla., and is currently serving as the 2012 Chairman of the Financial Planning Association of Greater Fort Lauderdale. He is also an adjunct professor for the Certified Financial Planner program at Barry University and received the 2008 Structured Product Association's Leading Edge Advisor Award for his innovative work with structured notes.

 

 
Daniel H. Bathon Daniel H. Bathon, Jr.
Founder and CEO of VineBrook Partners a distressed REO to rental high income funds group.  Also Founded and is General Partner of  Windspeed Ventures three funds which are early stage technology funds that  have averaged  a 25% annualized net return.  Mr .Bathon was an SVP at Drexel Burnham Lambert for 7 years and is active in various charities.

 

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