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2014 Speakers

Hurley Mark P. Hurley
Chairman and Chief Executive Officer, Fiduciary Network
Mark P. Hurley co-founded Fiduciary Network in 2006 and serves as its CEO. He was chairman and CEO of Undiscovered Managers, LLC, a mutual fund company he founded in 1998 and sold to J.P. Morgan/Chase in 2004. He was a managing director at Merrill Lynch and Co., a vice president at Goldman Sachs & Co. and served as a presidential appointee at a bureau of the United States Treasury Department from 1990 to 1992. He is a graduate of the United States Military Academy at West Point and received an M.B.A. from the Stanford Graduate School of Business

Nick Alonso Nicholas Alonso, CFA
Portfolio Manager, Multi Asset, PanAgora Asset Management
Nicholas Alonso is a portfolio manager within the multi asset group. He is responsible for quantitative model research, development and enhancements for PanAgora’s multi asset strategies. Alonso joined PanAgora from Mellon Capital Management (formerly Franklin Portfolio) where he was a quantitative analyst primarily responsible for research and management of market neutral equity portfolios. He is a CFA charterholder.


Bradley Isaac Braley
President, Director of BTS and Portfolio Analyst
Isaac Braley joined BTS Asset Management in 1999 and has served as a significant contributor to portfolio analysis, the creation of the popular Alpha Strategic Asset Allocation Portfolios, and Multi-Strategy Portfolios at BTS. Braley is head of distribution for the organization. He actively attends industry investment and research conferences speaking on topics regarding portfolio design and behavioral finance.


Brody Browe Brody J. Browe
Executive Director, Portfolio Specialist, Franklin Square Capital Partners
Brody J. Browe served as a managing director at Stark Investments, a global alternative investment firm. He spent nine years as an executive director at Morgan Stanley Investment Management. Browe is a Chartered Alternative Investment Analyst (CAIA). He has a B.A. in economics from Miami University.


Michael J. Cuggino
President and Portfolio Manager, Permanent Portfolio Family of Funds, Inc.
Michael J. Cuggino is the President and Portfolio Manager of Permanent Portfolio Family of Funds, Inc., an investment company consisting of four distinct mutual funds. He was a director of the Fund since 1998, Chairman of the Board and President since 2003, Secretary since 2006 and Treasurer from 1993 through 2007. Mr. Cuggino is a Certified Public Accountant and received his undergraduate degrees in accountancy and management from Bentley University. He frequently appears on Bloomberg TV and Radio, CBS Radio, CNBC, FOX News and MarketWatch.   Distributed by Quasar Distributors, LLC.


Jeremy DeGroot Jeremy DeGroot, CFA
Partner, Chief Investment Officer, Litman Gregory Asset Management
Jeremy DeGroot is responsible for overseeing Litman Gregory’s manager of due diligence, asset class research, and portfolio construction. He is co-portfolio manager of the Litman Gregory Masters Funds, and is the portfolio manager of the Litman Gregory Masters Alternative Strategies Fund, a multi-manager, multi-strategy fund. DeGroot is frequently quoted in the national media in the areas of asset allocation and manager selection.


Anthony Fischer
Senior Vice President, Business Development, UMB Fund Services
Tony Fischer oversees business development for UMB Fund Services. Fischer has held management positions in sales, client service, distribution, accounting and transfer agent operations with such firms as Brandywine Asset Management, SEI Investments, BISYS Fund Services and Delaware Investments. He understands the issues money managers face and approaches clients from an owner’s perspective.


Carl Garnier Carl Gardiner, CFA
Vice President / Portfolio Manager, Schafer Cullen Capital Management
Carl Gardiner is a vice president and portfolio manager on the Small Cap Value Equity strategy for Schafer Cullen Capital Management. Gardiner was an investment analyst and portfolio manager at Copper Arch Capital and North Sound Capital and a director at Merrill Lynch as an investment banker in New York and London. Gardiner received an M.A. in international economics from Johns Hopkins School of Advanced International Studies and a B.A. with high honors from the University of Virginia where he was inducted into Phi Beta Kappa.


Gong_David David Gong
Senior Portfolio Manager, The Stanley-Laman Group
David Gong is a senior portfolio manager at The Stanley-Laman Group. Gong has over 25 years of experience in global asset management including nine years spent in Hong Kong and Singapore. He received a B.A. from the University of California, Berkeley, a J.D. from the University of California, Davis where he earned Order of the Coif honors, and an M.B.A. from Stanford University’s Graduate School of Business.


Alex Graham Alexander R. Graham, CAIA
Longfellow Investment Management Co., Portfolio Manager and Senior Analyst
Alex Graham is a leading member of the portfolio management team for the Merger Arbitrage strategy and is portfolio manager for the Touchstone Merger Arbitrage Fund and the Touchstone Arbitrage Fund. Graham held positions at Boston Safe Deposit & Trust and Pioneer Group and earned a B.S. in finance from the University of Massachusetts at Lowell. He is a CAIA charterholder and member of the CAIA Association.


Bernard Horn Bernard R. Horn Jr.
President and Portfolio Manager, Polaris Capital Management, LLC
Bernard R. Horn Jr. is president and portfolio manager of Polaris Capital Management, LLC, a leading Boston-based global value equity firm. He founded Polaris in April 1995. He is frequently profiled in national publications and serves as a TV commentator and guest conference lecturer. Horn worked for MDT Advisers, Inc., Freedom Capital Management and Horn & Company. Horn is a graduate of Northeastern University and holds a master’s degree in management from M.I.T.


George Kellner Elisabeth Kashner, CFA
Director of Research,
Elisabeth Kashner, CFA, is's senior vice president of analytics. She designs the quantitative and qualitative tools that run the company's Analytics product, and supervises our team of analysts. Kashner received a master’s of financial analysis and is a CFA charter holder. She gained experience with ETF analysis as a quantitative analyst building portfolios for high-net-worth clients. 

George Kellner George Kellner
Founder, Chief Executive Officer and Chief Investment Officer
George Kellner has been in the hedge fund business for over 30 years and founded Kellner DiLeo & Co., LP, the predecessor entity to Kellner Capital, in 1981. He was a senior vice president and founded the arbitrage department of Donaldson, Lufkin & Jenrette. Kellner was a vice president and house counsel of the Madison Fund where he had broad responsibilities as a financial analyst and portfolio manager.


Rick Ledbury, CFA
Vice President, Research & Data Services, Money Management Institute
Rick Ledbury manages MMI’s data research services and sales data initiative with Albridge Analytics, a BNY Mellon Company. He oversees the production of its proprietary data collection and distribution efforts as well as targeted research on developing industry trends which are of interest to membership. Ledbury has held leadership roles at BlackRock, Fidelity Investments, and State Street Research.


Catherine Legraw Catherine LeGraw, CFA
Member of GMO's Asset Allocation Team
Catherine LeGraw is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2013, she worked as a director at BlackRock. Previously, LeGraw was an analyst at Bear, Stearns & Co. She received her B.S. and her B.A. in Economics from the University of Pennsylvania. She is a CFA charterholder.


Magoon Christian Magoon
Chief Executive of YieldShares
Christian Magoon is chief executive of YieldShares, an ETF Sponsor focused on income strategies. The YieldShares High Income ETF (YYY) is listed on the NYSE ARCA platform. Magoon has been referred to as an “ETF Pioneer” for his role in the growth of the ETF marketplace. Magoon is a Wall Street Journal Expert Panelist and noted investment author. Magoon served as president of Claymore Securities, now Guggenheim Investments.


Michael Miller Michael Miller
Co-Chief Investment Officer, Wellesley Investment Advisors, Inc.
Michael Miller, co-chief investment officer of Wellesley Investment Advisors, Inc. and co-manager of the firm’s convertible bond mutual fund, is responsible for convertible research and product development, analyzing and monitoring portfolio holdings, and communicating performance, portfolio and fund data. Miller frequently speaks at national investment conferences educating investors about the convertible bond asset class.


Ian Mortimer Dr. Ian Mortimer, CFA
Portfolio Co-Manager, Guinness Atkinson
Dr. Ian Mortimer, CFA, is portfolio co-manager of the Guinness Atkinson Inflation Managed Dividend Fund and the Guinness Atkinson Global Innovators Fund, and has been with the firm since 2006. Mortimer graduated from Christ Church, University of Oxford, with a doctor of philosophy in physics.


John Osterweis John Osterweis
Chairman & Chief Investment Officer, Osterweis Capital Management
John Osterweis, chairman & chief investment officer, graduated from Bowdoin College and Stanford Graduate School of Business. He served as a senior analyst concentrating on the forest products and paper industry for several regional brokerage firms and later for E.F. Hutton & Company, Inc. Osterweis served as director of research for two firms and managed equity portfolios for over ten years. He launched Osterweis Capital Management in April 1983


Eric Schoenstein Eric H. Schoenstein
Portfolio Manager, Jensen Investment Management
Eric H. Schoenstein joined the firm in 2002 and heads the fundamental research conducted across the investment team. He spent nearly fourteen years with Arthur Andersen LLP as a senior audit manager. He earned a B.S. in business administration, with a focus in accounting, from Oregon State University. He is currently serving as a trustee for the Oregon State University Foundation and is a past president of the Oregon State University Alumni Association.


Simonoff Evan Simonoff
Editor-in-Chief and Editorial Director, Financial Advisor and Private Wealth magazines
Evan Simonoff is editorial director of Financial Advisor and Private Wealth magazines and is a founding partner of Charter Financial Publishing Network (CFPN). He has spent more than 20 years as an editor and reporter covering the financial services industry. Simonoff is a widely recognized expert on personal finance and investments.


Kevin Tanner Kevin Tanner
Founder, President and Chief Investment Officer, Saratoga Research & Investment Management
Kevin Tanner is founder, president and chief investment officer of Saratoga Research & Investment Management. He earned his B.S. degree in economics from Santa Clara University. He was a portfolio manager with Prudential Securities and Smith Barney and built SaratogaRIM and its investment team.


Paul Touchstone Paul R. Touchstone
Partner, Fort Point Capital Partners
Paul R. Touchstone is a CFA charterholder and joined Fort Point Capital Partners in March 2012. Touchstone was the senior investment strategist with Stone & Youngberg and served as a vice president and portfolio manager at First Bank. Touchstone began his career in the financial industry at Schroeder Capital Management, LLC as a securities analyst and director of operations.


James Wilhelm James Wilhelm, Jr.
Vice President and Senior Portfolio Manager, Focused Equity, Fort Washington Investment Advisors, Inc.
James Wilhelm, Jr. is vice president for Fort Washington and senior portfolio manager for the Touchstone Focused Fund. Wilhelm joined the firm in 2002. He served as a research analyst for Riggs Investment Management, First Union Securities, Evergreen Funds and as a financial consultant for Salomon Smith Barney. He earned a B.S. in business administration from Wingate University and an MBA in finance from Johns Hopkins University.



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