Quinnipiac G.A.M.E. Forum

Senior Managing Director
Altaira Capital Partners LLP
Ralph Acampora, CMT, is senior managing director of Altaira Capital Partners LLP 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 a chartered market technician (CMT), a designation he helped create.

Founder & CEO
Angrisani Turnarounds LLC &
TurnVest Partners LLC
Al Angrisani is a leading expert on corporate turnarounds and the former assistant U.S. secretary of labor under President Ronald Reagan, as well as an author and business media personality. His decades of experience and recognized expertise in both the private and public sector make him a sought-after, regular commentator on national news programs including CNBC, Fox Business News and Bloomberg TV. Television producers have utilized his background and knowledge of the economy and labor markets to put economic and financial data into perspective for a lay audience of business people and consumers. He was a regular commentator during the recent presidential election cycle, bringing intelligence and common sense to discussions about the economy and job market. He oversees Angrisani Turnarounds, which serves as an operator and adviser to the boards of directors of distressed companies, and TurnVest Partners, which focuses on investing in public and private distressed companies. His work in the turnaround/investment world led Angrisani to develop a proprietary Value Creation Model that also served as the foundation for his book, “Win One for the $hareholders.”

Chief Investment Officer
Huntington Bank
John Augustine, CFA, has spent nearly 30 years as an investment manager, investment strategist and economic strategist for various financial institutions. In May 2014, he became the chief investment officer at Huntington Bank, headquartered in Columbus, Ohio, which has more than $17 billion in assets under management. Previously, Augustine was with Fifth Third Bank in Cincinnati for 16 years holding various roles. He also worked with Star Banc in Ohio; Heritage Trust and Asset Management in Colorado; and IDS Financial Services in Colorado. He is a former president and board member for the Dayton Society of Financial Analysts and was a long-time adjunct professor in the graduate school at the University of Dayton. Augustine has a bachelor’s degree from the Ohio State University and is a graduate of the Midwest Bankers Association Trust School. He has appeared frequently in the national media—including Fox News, CNBC and Bloomberg.

Chief Executive Officer
Richard Bernstein Advisors LLC
As CEO and chief investment officer of Richard Bernstein Advisors LLC, Richard Bernstein heads the 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 35 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 Smart Money magazine’s “Power 30.” He earned his BA from Hamilton College and his MBA from New York University.

Managing Director, Americas
First State Investments
Heather Brilliant, CFA, is managing director Americas at First State Investments, responsible for managing the business in the Americas and further expanding First State Investment’s market presence across the region. She is also a member of the firm’s Global Executive Committee. Brilliant has worked in the industry more than 20 years. Prior to joining First State Investments in 2017, she spent 14 years at Morningstar, most recently as chief executive officer of Morningstar Australasia. In this role, she devised and drove various initiatives based on functional and local market priorities, including the development and implementation of a 10-year strategy to accelerate business growth. Preceding this, she led the equity and corporate credit research teams at Morningstar. Brilliant also spent several years as an equity research analyst for Coghill Capital Management and Driehaus Capital Management. She earned a bachelor’s degree in economics from Northwestern University and a master’s in business administration from the University of Chicago Booth School of Business.

Senior Managing Director
Cantor Fitzgerald
Reginald M. Browne is a senior managing director overseeing the Exchange Traded Funds business at Cantor Fitzgerald. ETFs now account for about 30 percent of the daily trading value on U.S. stock exchanges. Browne’s team is one of the biggest market makers in the ETF industry, facilitating about $1 trillion in trades annually for global pension funds, asset managers, wealth managers and broker dealers. Browne is widely known as “The Godfather of ETFs” because of his influence helping bring to market nearly 25 percent of the ETFs listed in the U.S. Browne has been prominently featured in major business publications, including a cover story in Bloomberg Markets and regularly speaks at leading industry conferences. Prior to joining Cantor Fitzgerald, he was managing director, co-global head of the ETF Group at Knight Capital Group. Earlier he was a senior vice president and co-head of the ETF Group at Newedge USA. He has more than three decades of Wall Street experience. Browne earned his bachelor of business administration from La Salle University.

Senior Investment Strategist
Goldman Sachs
Abby Joseph Cohen, CFA, is senior investment strategist at Goldman Sachs. She has served as president of the Global Markets Institute, the partnership committee, the investment committee for the firm’s U.S. retirement plans and is a senior champion for the Disability Interest Forum. She joined Goldman Sachs in 1990 and was named partner in 1998. Cohen began her career as an economist at the Federal Reserve Board in Washington, D.C. She is a presidential councillor at Cornell University, where she chairs the steering committee for the Jacobs Technion-Cornell Institute at Cornell Tech and serves on the board of Weill Cornell Medicine. She is a board member of the Brookings Institution, Economic Club of New York and the Jewish Theological Seminary and a former board chair of the Chartered Financial Analyst Institute, which awarded her the Distinguished Service Award. A guest lecturer at several graduate schools of business, she was a member of the White House-appointed Innovation Advisory Board for Economic Competitiveness. She earned degrees in economics from Cornell University and George Washington University. 

Chief Market Strategist & Senior Portfolio Manager  
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 26 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 Bloomberg TV, CNBC and CNN and is frequently quoted in The Wall Street Journal and Reuters. 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.

Global Chief Economist
Vanguard
Joseph Davis is the global chief economist and global head of Vanguard Investment Strategy Group. It’s research and client-facing team develops asset allocation strategies and conducts research on the capital markets, the global economy, portfolio construction and related investment topics. Davis also chairs the firm’s Strategic Asset Allocation Committee for multi-asset class investment solutions. As Vanguard’s global chief economist, Davis is a member of the senior portfolio management team for Vanguard Fixed Income Group. He is a frequent keynote speaker, has published white papers in leading academic and practitioner journals, and helped develop Vanguard Capital Markets Model® and the firm’s annual economic and capital markets outlook. Davis earned his BA summa cum laude from Saint Joseph’s University and his MA and PhD in economics from Duke University.

Chief Equity Strategist & Senior Portfolio Manager
Nuveen Asset Management LLC
Bob Doll, CFA, 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, advisers 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 Oppenheimer Funds. 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 Economist
Manulife Asset Management
Frances Donald is a senior economist at Manulife Asset Management. As part of the economic team in Toronto, she forecasts global macroeconomic and financial trends and analyzes the potential opportunities and impact on the company’s individual business lines and investments. Prior to joining Manulife, she worked as a financial economist for Scotiabank in Toronto, where she produced a variety of daily and weekly publications with a focus on financial markets and economic strategy, emphasizing the implications for fixed-income and equity markets. Before that, she was a global macro analyst for Pavilion Global Markets in Montreal. Earlier in her career, she held various positions at Deloitte, Roubini Global Economics and Bank of Canada. Donald earned a BA in economics from Queen’s University and a master’s in economics from New York University.

Chief Commercial Officer
S&P Dow Jones Indices
Jamie Farmer is chief commercial officer at S&P Dow Jones Indices, responsible for the firm’s global data and product licensing business, exchange relationships and outreach to strategic user channels. Prior to this, he served as managing director, Index Data Services, overseeing S&P DJI’s commercial index data strategy and relationships with market data vendors. In addition, he oversaw capital markets outreach. Farmer’s analysis of the Dow Jones Industrial Average®, indexing, securities industry and multi-asset classes has been widely quoted in the business press, including the Wall Street Journal, Financial Times and other media. He previously led the Index Investment Strategy and Communications teams at S&P DJI. Before joining the firm, Farmer was executive director of Dow Jones Indexes and head of global business development and communications. He also was a senior associate of strategic relationships at Susquehanna International Group, focusing on the development of new products. He began his career as vice president of marketing at the Philadelphia Stock Exchange.

Independent Director
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, The 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 AXAR Acquisition Corporation, Inc., Galen Robotics, Inc., NEXPOINT Capital, Inc., and Highland Capital Mutual Funds. Froehlich also is the chairman, chief executive officer, president and owner of the Kane County Cougars Baseball Club, the Class A affiliate of the Arizona Diamondbacks.

Portfolio Manager, Equities
S&P Investment Advisory Services (SPIAS)
Erin oversees all equity portfolio strategies, which include both North American and International jurisdictions. These strategies focus on risk-adjusted returns: attempting to maximize returns while minimizing volatility. She is also responsible for developing the equity advisory business and quantitative portfolio research globally. She is a voting member of the Portfolio Strategy Committee, the group responsible for SPIAS’ asset allocation recommendations. Prior to joining S&P in 2006, Erin held positions at Liberty Ridge Capital, Citigroup, and Sanford Bernstein. She has over 15 years of industry experience. She holds a bachelor’s degree in international management with a focus in finance from Pace University. She is a board member of the Society of Quantitative Analysts, a not-for-profit organization focused on education and communication to support members of the quantitative investment practitioner community.

Global Economics & Policy Editor
Bloomberg Television & Radio
Kathleen Hays is global economics and policy editor for Bloomberg television and radio focusing on the Fed and central banks around the world, with a special emphasis on the Pacific Rim. Prior to her current role, Hays hosted Bloomberg Radio’s “Taking Stock,” a program that covered the forces driving the U.S. and global markets. 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.” She 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. She earned both a bachelor’s degree and a master’s degree in economics from Stanford University.

President & CEO
Federal Reserve Bank of Dallas
Robert Steven Kaplan has served as the 13th president and CEO of the Federal Reserve Bank of Dallas since September 8, 2015. He represents the Eleventh Federal Reserve District on the Federal Open Market Committee in the formulation of U.S. monetary policy and oversees the 1,200 employees of the Dallas Fed. He was previously the Martin Marshall Professor of Management Practice and a Senior Associate Dean at Harvard Business School. Prior to joining Harvard in 2006, Kaplan was vice chairman of The Goldman Sachs Group, Inc. with global responsibility for the firm's Investment Banking and Investment Management Divisions. He was at Goldman Sachs for 23 years in various capacities. He became partner in 1990, and upon joining Harvard in 2006 became a senior director of the firm. He received a BS in business administration from the University of Kansas and a master’s in business administration from Harvard Business School.

Editor-At-Large
Bloomberg News
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 5 a.m. across Bloomberg TV, radio, Bloomberg.com and Bloomberg’s devices for mobile and tablets. In addition, Keene provides economic and investment perspectives 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. 

Founder & Former Executive Director
United Nations Global Compact
Chairman, Arabesque Partners
As founder and former executive director, Georg Kell helped establish the United Nations Global Compact as the foremost platform for the development, implementation and disclosure of responsible and sustainable corporate policies and practices. It is the world’s largest voluntary corporate sustainability initiative with over 9,000 corporate signatories in more than 160 countries. In a career of more than 25 years at the United Nations, he also oversaw the conception and launch of the Global Compact’s sister initiatives: the Principles for Responsible Investment, and the Principles for Responsible Management Education, together with the Sustainable Stock Exchanges initiative. Kell is chairman of Arabesque Partners, an Anglo-German asset management firm that integrates environmental, social and governance data with quantitative investment strategies. He started his career as a research fellow in engineering at the Fraunhofer Institute for Production Systems and Design Technology in Berlin. He then worked as a financial analyst in various countries in Africa and Asia. A native of Germany, he holds advanced degrees in economics and engineering from the Technical University of Berlin.

Chief Global Strategist
J.P. Morgan Funds
David Kelly, CFA, is chief global strategist and head of the Global Market Insights Strategy Team for J.P. Morgan Funds. With more than 20 years of experience, Kelly provides valuable insight and perspective on the economy and markets to thousands of financial advisers and their clients. Throughout his career, Kelly has developed a unique ability to explain complex economic and market issues in a language that financial advisers can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC and other financial news outlets. Prior to joining J.P. Morgan Funds, he served as economic adviser to Putnam Investments. He also has served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill. Kelly is a CFA® charterholder. He also has an MA and PhD in economics from Michigan State University and a BA in economics from University College Dublin in Ireland.

Chief Strategist
TD Ameritrade
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.

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 Advisers” in the country for the past ten years, and in the top 25 for the past five 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 Bloomberg, CNBC, 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.

Managing Director, Head of Global Equities Research
Nuveen
Stephanie Link is the head of global equities research at Nuveen. She also manages a large-cap U.S. equities strategy for Nuveen’s largest affiliate, TIAA Investments. Prior to joining the firm in 2015, she spent seven years at TheStreet as Chief Investment Officer and co-portfolio manager of Jim Cramer’s Charitable Trust. Before that, she served for 10 years at Prudential Equity Group as managing director of institutional sales and director of research. She earned a BS in finance at Boston College. She currently serves as chairperson for the Investment Advisory Council at the Basking Ridge Presbyterian Church in Basking Ridge, New Jersey. As an investment professional with over 20 years of experience managing money, her expert insights are frequently sought after for industry events and by the media. She is a CNBC contributor, appearing regularly on Closing Bell and Fast Money Halftime.

Chairman & Chief Investment Officer
Miller Value Partners
Bill Miller is the chairman and chief investment officer of Miller Value Partners, LLC and is the Portfolio Manager for MVP1, LP. During his tenure as sole manager of the Legg Mason Value Trust, its performance exceeded its S&P 500 benchmark index for 15 consecutive years. He was named Fund Manager of the Year in 1998 by Morningstar, The Greatest Money Manager of the 1990s by Money Magazine, selected as Fund Manager of the Decade by Morningstar.com, was named by Barron’s to its All-Century Investment Team (1999), and received the Sauren Golden Award in 2015. Bill earned his economics degree from Washington and Lee University where he graduated with honors in 1972. He served as a military intelligence officer overseas and then pursued graduate studies in philosophy in the PhD program at The Johns Hopkins University. He is chairman emeritus of the Board of Trustees of the Santa Fe Institute, one of the world’s leading scientific research laboratories, conducting multidisciplinary research in complex systems theory.

Managing Director & Chief Equity Strategist
BlackRock
Kate Moore, managing director, is chief equity strategist for BlackRock and a member of the BlackRock Investment Institute (BII). She is responsible for developing and delivering thought leadership on asset allocation and global equity markets as well as formulating tactical investment recommendations. She is a member of the Human Capital Committee. She represents BlackRock's macro and market views across all channels and in the media. Prior to joining BlackRock, Moore was the chief investment strategist for the Private Bank at J.P. Morgan and a member of the Global Investment Committee. She holds a BA in political and social thought from the University of Virginia, where she currently serves on the Board of Managers of the Alumni Association. She also holds an MA in political economy from the University of Chicago.

Former Managing Director & Chief Economist
Wells Fargo Securities LLC
John Silvia is a former managing director and chief economist for Wells Fargo, based in Charlotte, North Carolina. He held his position since he joined Wachovia, a Wells Fargo predecessor, in 2002 as the company’s chief economist. Previously, he worked on Capitol Hill as senior economist for the U.S. Senate Joint Economic Committee and as chief economist for the U.S. Senate Banking, Housing and Urban Affairs Committee. Before that, he was chief economist of Kemper Funds and managing director of Scudder Kemper Investments. Silvia is a certified business economist. He serves as a member of the Blue Chip Panel of Economic Forecasters and on an informal advisory group for the Federal Reserve Bank of Philadelphia. He has BA and PhD degrees in economics from Northeastern University in Boston and a master’s degree in economics from Brown University. He has published several books on economic decision making, forecasting and modeling.

President & CEO
CFA Institute
Paul Smith, CFA, leads CFA Institute and its more than 130,000 members worldwide in promoting the highest standards of education, ethics and professional excellence for the ultimate benefit of society. Smith has more than 30 years of leadership experience in the asset management industry, including over 18 years in Asia. He joined Bank of Bermuda in Hong Kong as Asia head of securities services in 1996. After HSBC’s acquisition of the bank in 2004, he served as global head of securities services and global head of alternative funds administration based in New York, where he was responsible for the delivery of services to 2,000 investment funds with over $250 billion of assets. Before joining CFA Institute in October 2012 as managing director for Asia Pacific, Smith was chairman and CEO of Asia Alternative Asset Partners. He is a fellow of the Institute of Chartered Accountants of England and Wales and an executive committee member of the Alternative Investment Association, Hong Kong. Smith holds a master’s degree in history from Oxford University.

Chief Investment Strategist
CFRA
As chief investment strategist, Sam Stovall serves as analyst, publisher and communicator of CFRA’s outlooks for the economy, market and sectors. He is chairman of the CFRA Investment Policy Committee, where he focuses on market history and valuations as well as industry momentum strategies. Prior to joining CFRA, Stovall was managing director and chief investment strategist at S&P Global for more than 27 years, and served as editor-in-chief at Argus Research. Stovall is the author of “The Seven Rules of Wall Street” and writes weekly “Sector Watch” and “Investment Policy Committee meeting notes” on CFRA’s MarketScope Advisor platform. His work is also found in CFRA’s flagship weekly newsletter, “The Outlook.” He received an MBA in finance from New York University and a BA in history/education from Muhlenberg College. He is also a certified financial planner. Stovall is a board member of W!SE (Working in Support of Education), and a trustee of Muhlenberg College and of the Securities Industry Institute.

Managing Director, Co-Head of Multi-Asset & Head of U.S. Equity
Lazard Asset Management LLC
Ronald Temple has developed a reputation as an authority on the global financial crisis and the secular changes under way in the global economy since joining Lazard in 2001. He oversees Lazard’s multi-asset and U.S. equity strategies as well as several global equity strategies. Temple also engages extensively with Lazard’s investment professionals across the equity and debt arenas to leverage the firm’s insight broadly. He speaks frequently on economic and market-related topics, offering differentiated analysis and insights. Prior to joining Lazard, Temple was a director and buy-side equity analyst at Deutsche Bank AG. In a previous role at Deutsche Bank, he oversaw the implementation of merger-related synergies on behalf of the bank’s CEO of the Americas after Deutsche acquired Bankers Trust. He earned a master in public policy degree from Harvard University and a BA in economics and public policy studies from Duke University.