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Featuring Ric Edelman's Post-Conference Workshop Practice Management Secrets

2014 Speakers


Ric Edelman
Ric Edelman

Chairman and CEO, Edelman Financial Services, LLC
Three times ranked the #1 Independent Financial Advisor in the nation by Barron’s, is Chairman and CEO of Edelman Financial Services. Ric hosts weekly radio and television shows that air nationwide. He is also a #1 New York Times best-selling author, having published seven books on personal finance. His eighth book, The Truth About Retirement Plans and IRAs, a #1 national bestseller, was published in April 2014. Edelman Financial Services manages more than $12.75 billion for more than 24,000 individuals and families. To learn more about Ric visit

Robert Eisenbeis
Dr. Robert A. Eisenbeis

Vice Chairman and Chief Monetary Economist, Cumberland Advisors
Dr. Robert A. Eisenbeis advises Cumberland's asset managers on developments in US financial markets, the domestic economy and their implications for investment and trading strategies.
Dr. Eisenbeis was formerly executive vice president and director of research at the Federal Reserve Bank of Atlanta, where he advised the bank's president on monetary policy for FOMC deliberations and was in charge of basic research and policy analysis.
He is currently a member of the Shadow Financial Regulatory Committee and Financial Economist Roundtable and a fellow member of both the National Association of Business Economics and Wharton Financial Institutions Center. He holds a Ph.D. and M.S. degree from the University of Wisconson and a B.S. degree from Brown University.

Bill Miller
William H. Miller

CIO, Brinker Capital
As chief investment officer of Brinker Capital, Mr. Miller chairs the company’s investment committee and sets the investment philosophy and process for Brinker Capital. He is responsible for asset allocation, manager selection and review and alternative investments for Brinker Capital. He holds a B.A. in Economics from Trinity College.

Steven Wallman
Steven M.H. Wallman

Founder & CEO, FOLIOfn, Inc.
Mr. Wallman is founder and CEO of FOLIOfn, Inc. Through the Folio Institutional division of its self-clearing broker-dealer subsidiary FOLIOfn Investments, Inc., Folio provides advanced brokerage, custody, and clearing services to advisors, introducing broker dealers (IBDs), and securities issuers. Folio also runs a state-of-the-art web-based private placement and public offering platform for capital raises.
From 1994-1997, Mr. Wallman was a Commissioner of the SEC, and currently serves on the SEC’s Investor Advisory Committee. He was previously a partner at the law firm of Covington & Burling, holds a law degree from Columbia University, and holds two degrees from the Massachusetts Institute of Technology.

Don Yacktman
Donald Yacktman

Mr. Don Yacktman is Partner and Portfolio Manager of Yacktman Asset Management. Prior to founding the firm in April, 1992, Don served as Senior Portfolio Manager of Selected Financial Services, Inc. and was also Portfolio Manager of the Selected American Shares mutual fund. Don was named "Portfolio Manager of The Year" by Morningstar for his performance in 1991. Before joining Selected Financial Services, Don was a Portfolio Manager and Partner at Stein Roe & Farnham. Mr. Yacktman holds a B. S. Magna Cum Laude in economics from The University of Utah and an MBA with distinction from Harvard University. Don began his career at Yacktman founding the company as its President, Portfolio Manager, and Chief Investment Officer.   Don has been a Portfolio Manager for the AMG Yacktman Fund and AMG Yacktman Focused Fund since inception.



Nicholas 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.

Isaac Braley
Isaac Braley

President, Director of BTS and Portfolio Analyst
Isaac Braley joined BTS Asset Management in 1999. He has served as a significant contributor to portfolio analysis, to 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, CAIA

Executive Director, Portfolio Specialist, Franklin Square Capital Partners
As an Executive Director and Portfolio Specialist for Franklin Square’s current offerings Mr. Browe is a subject matter expert. He serves as a key member of Franklin Square’s investment team and is involved in fund development and management. In his role he works closely with GSO / Blackstone. Mr. Browe brings extensive knowledge of the capital and credit markets from his previous roles. 
Prior to joining Franklin Square, Mr. Browe served as a Managing Director at Stark Investments, a $14 billion global alternative investment firm. At Stark he was a member of the investment team for their direct lending strategy. Prior to Stark Investments, he spent nine years as an Executive Director at Morgan Stanley Investment Management.

John Collins
John Collins, CIMA®, ChFC®

National Key Accounts Director, Advisor Sales, Oberweis Asset Management
John Collins joined Oberweis Asset Management in June 2011. With over 20 years financial service experience, John earned a BS in economics with honors from Rockford College and holds the Certified Investment Management Analyst and Chartered Financial Consultant professional designations.

Mark E. Eveans
Mark E. Eveans

CFA, CIC, President, Chief Investment Officer, Senior Portfolio Manager, Meritage
Mark leads the Meritage Value Equity investment style. He has over 40 years of experience managing institutional and private portfolios, preceded by four years as an institutional security analyst.  Prior to founding Meritage (formerly Eveans Bash Klein, Inc), Mark served for 11 years as a Managing Director for Reimer and Koger Associates, Inc., where he led the Core Value Group.  Prior to this, he was the Chief Portfolio Manager and Chairman of the Stock Selection Committee for Continental Illinois National Bank of Chicago. He is past President of the Kansas City Society of Financial Analysts. He received his B.A. and M.B.A. in Finance from Wichita State University with Honors.

William Faulkner
William Faulkner

William Faulkner, before joining Rixtrema, co-founded Nascent Strategies, a long/short market-neutral hedge fund where he was the COO. Faulkner's responsibilities at Nascent Strategies included oversight of risk management, trading strategies and operations. Previously, he was SVP and director of product development at FactSet Research Systems. Faulkner received a BA from Boston University and an MS degree from Rutgers University.

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.

Ed Lynch
Ed Lynch

Senior Vice President, National Sales, Pax World Investments
Ed Lynch has more than 25 years of experience in the asset management business, including positions in product management, sales, marketing and strategic planning for companies such as Fidelity Investments, Citigroup, Van Kampen Funds, J&W Seligman and XShares Advisors. Ed has broad experience in both intermediary and institutional markets working with a wide range of financial products. He is a graduate of Union College and the Columbia University Graduate School of Business.

Pablo Marino
J. Pablo Mariño

Chief Executive Officer and Co-Chief Investment Officer, Savile Finance Group.
From April 2002 until April 2005, Pablo was head of Maple Commercial Finance desk at Maple Finance Group.  Prior to that, Pablo was part of the Latin American origination team at New York City-based International Investor Group LLC (“IIG”) from 1999.  Prior to joining IIG, Pablo headed the Emerging Markets Equities business at Bank of America for three years.  At Bank of America, Pablo was responsible for asset allocation and risk management account and consistently outperformed in-house investment performance guidelines.

Todd McMullen
Todd McMullen

Internal Sales, Orion Advisor Services
With more than a decade of sales and customer service expertise, Todd McMullen takes pride in the amount of service that he offers his clients. As an energetic young professional, Todd has garnered the tools necessary to successfully help customers increase their profits or simply bring value to their daily business activities. Couple Todd’s service philosophy with his desire to satisfy the customer, you have a top-notch professional dedicated to his clients.
Todd is a graduate from the University of Nebraska - Lincoln with a degree in Business Management and an emphasis in Marketing. Todd has been a part of the Orion sales team for nearly 3 years helping advisors enjoy their business.

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.

Charlie Schoenherr

Managing Director Lehman Brothers
Charlie Schoenherr has over 25 years of real estate investment experience, executing a combined $17.5 billion in transactions during his time as managing director in Lehman Brothers' Global Real Estate Group and prior to that, at GE Capital and GE Investments, where he received the Chairman's Award for Excellence.

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.

James H. Stone
James H. Stone
Vice President, Portfolio Manager, Baron
Jamie joined Baron in 2009 as a research analyst and was named portfolio manager in 2011. He has 26 years of research experience. From 2007 to 2009, Jamie worked at Cambridge Investments as a principal and director of research. From 2000 to 2007, Jamie worked at UBS Securities as a managing director and senior analyst. From 1993 to 2000, Jamie worked at Schroder & Co. as a senior research analyst and was named managing director in 1998. From 1988 to 1993, Jamie worked at Kidder, Peabody & Co. as a senior research analyst. Jamie graduated from the University of Michigan with a B.A. in English Literature in 1987.

Dan Thibeault
Dan Thibeault

CIO and CEO, GL Capital Partners
Dan leads GL’s Investment Committee and serves as a Portfolio Manager for its alternative income mutual fund (GLBFX).  Before founding GL, Dan worked in Fixed Income at Goldman Sachs and in GE Capital’s Private Equity Group. Dan received his MBA from Harvard University and BA from Dartmouth College.

Dan Thibeault
Bryant H. VanCronkhite, CFA

Portfolio Manager, Wells Fargo Special Mid Cap Equity
Bryant VanCronkhite is a portfolio manager for the Special Global Equity team at Wells Capital Management. VanCronkhite is co-portfolio manager for the Special U.S. Small Cap and Special U.S. Mid Cap Values, Special Global Small Cap, Special International Small Cap, and Special Divident Focused Equity portfolios. He earned a bachelor's and master's degree in professional accountancy from the University of Wisconsin, Whitewater, and is a certified public accountant.

Oscar Vasquez
Oscar Vasquez

Chief Operating Officer, Encore Capital Management
Encore Capital Management is a real estate investment firm with three funds and over $1.5B in AUM.  Mr. Vasquez is responsible for fund operations including structuring, legal, compliance, technology, fundraising and investor relations.  Prior to Encore, Mr. Vasquez worked in as a management consultant leading business organizational change and technology implementation initiatives at Fortune 500 companies.  Mr. Vasquez’s 20+ year career in management consulting included such firms as Accenture, Deloitte, and EMC.

Michael Winchell

CIO and Managing Member, Larkin Point Investment Advisors LLC
Michael Winchell is CIO and managing member of Larkin Point Investment Advisors LLC. He was portfolio manager and principal of Mariner VCL Asset Management, served as managing partner of Hunter Partners LLC and COO of Bear Wagner Specialists LLC. Winchell graduated from UNC Greensboro in 1978 and earned an M.A. in English in 1980 and an MA in economics from North Carolina State University in 1982.



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