Quinnipiac GAME 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.

Managing Partner
AEGIS Wealth Partners
Brett M. Amendola has successfully leveraged his more than two decades of experience at some of the world’s largest investment firms. He has attracted successful financial industry professionals to work side-by-side with some of the brightest minds graduating colleges and universities, creating a team with extensive knowledge and experience while providing world-class financial advice and continuity of service to professionals and multi-generational business owner clients. Amendola holds the Series 6, 7, 9, 10, 24, 63, 65 and state life and health licenses and is a member of GAMA International. He has been the recipient of numerous awards and honors including Quinnipiac University’s Outstanding Business Alumni Inaugural Recipient – 2008 and the Hartford Business Journal 40 Under 40 Award in 2008. He earned a bachelor’s degree in financial management from Quinnipiac University and serves as vice president of Quinnipiac’s Alumni Association Board of Governors.

Director of Investment Research
World Gold Council
Juan Carlos Artigas is the director of investment research at the World Gold Council, where he and his team provide insights on gold’s drivers and its role as an integral part of investor portfolios. Since 2009, he has reshaped the organization’s approach to investment research through robust and comprehensive financial analysis, combining findings from physical and derivatives markets to better inform investors. Artigas previously worked at JP Morgan Securities as a U.S. and emerging markets fixed income strategist developing sovereign- and corporate-debt valuation frameworks. Artigas has a BS in actuarial sciences from ITAM (Mexico), and an MBA and MS in statistics from the University of Chicago. 

Chief Compliance Officer
Hartford Investment Management
Tim Brennan is chief compliance officer at Hartford Investment Management Company (HIMCO), where he oversees the company’s regulatory compliance program in areas including safeguarding material, non-public in-formation, trading practices, conflicts of interest, regulatory filings, anti-money laundering, privacy and cybersecurity. He was previously managing assistant general counsel in The Hartford’s Investment Law Group. When he joined The Hartford in December 2000, Brennan led the practice group of attorneys working on private placements, private equity and hedge funds. He also previously worked on a number of investment-related international matters with clients in Japan, England and Ireland. Prior to joining The Hartford, Brennan worked in the Capital Markets Group of Bingham McCutchen LLP. He received his BA in history and Spanish in 1992 from Providence College, and his JD in 1995 from Washington University School of Law. He is a fellow of the American College of Investment Counsel. 

Senior Portfolio Manager, Head of Global Perspectives
Voya Investment Management
Douglas Coté, CFA, is a senior portfolio manager and head of global perspectives at Voya Investment Management. He previously served as chief market strategist. He is also the founder and portfolio manager of the Voya Global Perspectives Funds and separately managed accounts, a group of global tactical asset allocation strategies with $1 billion in assets under management. Drawing on his many 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. Previously, he was a portfolio manager with the firm and managed over $14 billion in equity assets. He is regularly featured on Bloomberg TV, CNBC and CNN and frequently quoted in the Wall Street Journal and Reuters. In addition, he has been published in the International Journal of Managerial Finance, coining the term “Honest EPS” as a way of identifying high quality stocks.

Chief Investment Officer
Americana Partners
David Darst is the chief investment officer for Americana Partners. He previously served for 17 years as a managing director and chief investment strategist at Morgan Stanley Wealth Management, was the founding president of the Morgan Stanley Investment Group, and founding chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. Prior to Morgan Stanley, he held senior management posts within the equities division at Goldman Sachs and served for six years as resident manager of its private bank in Zurich. Darst has written 12 books on bonds, money markets, asset allocation and investing, including a best-seller, “The Little Book that Saves Your Assets.” He earned his MBA from Harvard Business School and his BA in economics from Yale University. In 2011, he was inducted into the Quinnipiac University Business Leader Hall of Fame. 

Director of Research, Global Asset Allocation
Fidelity
Lisa Emsbo-Mattingly leads the asset allocation research team in conducting economic, fundamental and quantitative research to develop asset allocation and macro investment recommendations for Fidelity’s portfolio managers and investment teams. Prior to her current position, Emsbo-Mattingly was head of economic research, where she built a winning track record of combining economic insight with investment recommendations. Previously, she served as an economic analyst responsible for developing econometric models of industry performance in the market. Before joining Fidelity in 1996, Emsbo-Mattingly was an economic analyst at Eastern Research Group and an economic analyst in the international forecasting division at DRI/McGraw-Hill (now IHS Global Insight). She has been in the financial industry since 1990. She earned her bachelor of arts degree in economics and government from Oberlin College and her master’s degree in economics from Boston University.

Chief Global Strategist
J.P. Morgan Asset Management
David Kelly, CFA, is chief global strategist and head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. 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 Asset Management, 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 has an MA and PhD in economics from Michigan State University and a BA in economics from University College Dublin in Ireland.

Chief Market Strategist and Managing Director
TD Ameritrade
JJ Kinahan 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. A 30+-year industry veteran, Kinahan also worked for ING Bank, Blue Capital and was managing director of option trading for Van Der Moolen, USA. In 2006, he joined the thinkorswim Group, which was eventually acquired by TD Ameritrade. Kinahan is a CNBC regular, and is frequently quoted in the Wall Street Journal, Financial Times and Reuters News. He is the author of “Essential Options Strategies.” Kinahan earned a BA in finance from Aurora University and an MBA from the Illinois Institute of Technology with concentrations in financial markets and trading.

Deputy Finance Editor for the Americas
Reuters
Lauren Tara LaCapra is deputy finance editor for the Americas at Reuters. She is also senior editor at Fusion, an ABC-Univision joint venture. She has been a financial journalist since 2007, and before becoming an editor had covered big banks, hedge funds, insurers and mortgage finance. Prior to joining Reuters, LaCapra wrote for TheStreet.com as a banking and personal-finance reporter. Prior to that, she covered airlines and energy for The Associated Press. She has also written for The Wall Street Journal and interned at The New York Times and New York Daily News. She received a bachelor’s degree in journalism from Hofstra University.

Senior Writer
Yahoo Finance
Julia La Roche is a senior writer at Yahoo Finance, where she covers Wall Street culture, investing, hedge funds, banks and private equity. Her on-camera interviews have included CEOs, COOs, founders and presidents of major companies including Aetna, Goldman Sachs, Starbucks, Walmart and many more. She previously spent five years at Business Insider covering the same beat. La Roche joined Business Insider in August 2011 after working at CNBC.com. She studied broadcast journalism at the University of North Carolina at Chapel Hill, where she competed on the university’s equestrian team. 

Managing Director and Global Chief Economist
Citibank
Catherine L. Mann has served as global chief economist at Citibank since February 2018. She is responsible for thought leadership and research guidance of a global team of economists, and cross-fertilization of research across macroeconomics, fixed income, and equities. Prior to this position, she was chief economist at the OECD, where she also was director of the economics department and was finance deputy to the G20 (2014–17). Prior to the OECD, she was the Barbara ’54 and Richard M. Rosenberg Professor of Global Finance at the International Business School, Brandeis University, where she also directed the Rosenberg Institute of Global Finance (2006–14). Mann earned a PhD in economics from the Massachusetts Institute of Technology and an undergraduate degree from Harvard University. Her written work includes more than 85 scholarly articles and seven books on the topics of U.S. external imbalances, trade, international capital flows and the dollar; and information technology and services trade in global markets.

Managing Director and Head of Marketing
Clarion Capital Partners LLC
Doug Mellinger is managing director and head of marketing for Clarion Capital Partners, responsible for Clarion’s sourcing and investor relations. He joined the firm in 2013 from Palm Ventures where he was a managing director. An avid entrepreneur, Mellinger is a founder of numerous groups and organizations, including Foundation Source, the nation’s leading provider of out-sourced services for private foundations, and Enherent, a global software development company. He graduated from Syracuse University, where he created his own degree in entrepreneurship and afterward founded the Young Entrepreneurs Organization. He is a longtime member of Young President’s Organization. Mellinger enjoys lecturing on: “Deploying Capital to Make a Difference” and using “The Practice of Philanthropy to Make a Difference with Families.”

Chief U.S. Economist
Bank of America Merrill Lynch
Michelle Meyer is a managing director and head of U.S. economics at BofA Merrill Lynch Global Research, where she provides timely analysis of economic data and Federal Reserve policy announcements to the sales force and traders. She is responsible for providing the firm’s U.S. economic forecasts, including the outlook for GDP, inflation and Federal Reserve policy. Meyer’s broad research interests include macroeconomics, public policy and the housing market. Before joining BofA Merrill Lynch Global Research in May 2010, Meyer was a senior U.S. economist at Barclays Capital. She started her career on the U.S. economics team at Lehman Brothers, where she developed a strong following for her housing outlook, warning about the risks of excess in the housing market. She is a frequent commentator on news media outlets, including CNBC and Bloomberg TV, and is often cited in print and online media. She earned a bachelor’s degree (magna cum laude) and a master’s degree, both in economics, at Boston University.

Chief Strategy Officer
MassPRIM
Eric Nierenberg serves as chief strategy officer for the Massachusetts Pension Reserves Investment Management Board (MassPRIM). Prior to his current role, he was PRIM’s director of hedge funds and low volatility strategies. Before joining MassPRIM in 2012, Nierenberg was an equity portfolio manager at Lee Munder Capital Group and Independence Investments. He was recognized as an Institutional Investor “Most Wanted Allocator” in both 2018 and 2019 and was named to CIO Magazine’s “Forty Under 40” list of investment professionals in 2014. Nierenberg also serves as adjunct professor of finance at Brandeis International Business School in Watham, Massachusetts, where he teaches graduate level courses in options and derivatives and behavioral finance. He received his PhD in business economics from Harvard University, and earned an MA in economics from Harvard, where he also did his undergraduate studies, graduating with an AB in economics, magna cum laude.

Head of Global Multi-Asset 
T. Rowe Price
Sébastien Page, CFA, is head of global multi-asset at T. Rowe Price, where he oversees a team of investment professionals dedicated to a broad set of multi-asset portfolios. He is a member of the asset allocation committee, which is responsible for tactical investment decisions across asset allocation portfolios. He is also a member of the management committee. Prior to joining the firm in 2015, Page was an executive vice president at PIMCO, where he led a team focused on research and development of multi-asset solutions. Prior to that, he was a senior managing director at State Street Global Markets. Page is the coauthor of the book, “Factor Investing and Asset Allocation” (CFA Institute Research Foundation, 2016) and a member of the editorial board of the Financial Analysts Journal. He earned his MS in finance and his bachelor’s degree in business administration from Sherbrooke University in Quebec, Canada.

Managing Director
Citi Futures, Clearing and Collateral
Christopher Perkins is the global head of OTC clearing and foreign exchange prime brokerage for Citi. In the aftermath of the global financial crisis, Perkins founded Citi’s globally acclaimed OTC clearing business and is a recognized international authority and “thought leader” on central clearing. He oversees an FX prime brokerage business that is widely regarded as a top industry provider. Prior to joining Citi in 2008, Perkins served as the U.S. head of derivatives prime brokerage at Lehman Brothers. An Iraq war veteran, Perkins founded the Citi Military Veteran’s Networks. He earned a BS from the U.S. Naval Academy, with distinction, and an MA from Georgetown University. 

Managing Director and Chief Investment Officer of Global Fixed Income
BlackRock
Rick Rieder, managing director, is BlackRock’s chief investment officer of global fixed income, head of the global allocation investment team in the multi-asset strategies group, a member of BlackRock’s Global Operating Committee and chairman of the firm-wide BlackRock Investment Council. Previously, he was president and chief executive officer of R3 Capital Partners. He served as vice chairman and member of the borrowing committee for the U.S. Treasury and is currently a member of the Federal Reserve Bank of New York’s Investment Advisory Committee on Financial Markets. He currently serves on the Alphabet/Google Investment Advisory Committee and the UBS Research advisory board. From 1987 to 2008, Rieder was with Lehman Brothers, most recently as head of the firm’s global principal strategies team. He earned a BBA in finance from Emory University in 1983 and an MBA from The Wharton School of the University of Pennsylvania in 1987.

Managing Director
RBC Capital Markets
Joshua Rosenbaum is a managing director at RBC Capital Markets in the Industrials and Diversified Services Group, where he originates, structures and advises on mergers and acquisitions, corporate finance and capital markets transactions. Rosenbaum is the author of “Investment Banking: Valuation, Leveraged Buyouts, and Mergers & Acquisitions” and is also a frequent speaker on corporate finance, capital markets and investment banking, providing unique and timely insight on sector trends, valuation and outlook. Previously, he was a managing director at UBS Investment Bank for 13 years and, prior to that, he was a manager at the International Finance Corporation, the direct investment division of the World Bank. He received his AB from Harvard and his MBA with Baker Scholar honors from Harvard Business School.

Dean, School of Communications
Quinnipiac University
Chris Roush began as dean of the School of Communications at Quinnipiac University in July 2019. Before coming to Quinnipiac, he was the Walter E. Hussman Sr. Distinguished Professor in Business Journalism at the University of North Carolina at Chapel Hill and director of its Carolina Business News Initiative. Previously, he taught business journalism at Washington and Lee University and the University of Richmond. The Scripps Howard Foundation and the Association for Education in Journalism and Mass Communication named him “Journalism Teacher of the Year” in 2010. He also was chosen the “North Carolina Professor of the Year” by the Carnegie Foundation for the Advancement of Teaching and the Council for Advancement and Support of Education. Roush has worked for various publications, including the St. Petersburg Times, the Sarasota Herald-Tribune, BusinessWeek, the Atlanta Journal-Constitution and Bloomberg News. He has authored or co-authored 10 books, including "Show me the Money: Writing Business and Economics Stories for Mass Communication." He earned a master’s degree in mass communication from the University of Florida and a bachelor’s degree in history and journalism from Auburn University.

Economics Editor 
The New York Times
Since 2017 Deborah Solomon has been economics editor of The New York Times, overseeing coverage of tax, trade, Fed, economic policy and anything else that involves numbers, people and policy. Previously, she was a director at the Brunswick Group in Washington, where she provided strategic advice to senior executives on crisis situations, litigation and regulatory matters. From 2000–15, she was at The Journal, where she oversaw the financial regulatory and law enforcement teams as a news editor in the paper’s Washington bureau. As a reporter, Solomon was part of a team that won the 2009 Gerald Loeb Award for “The Day That Changed Wall Street.” In 2003, she was a member of a team of Wall Street Journal reporters awarded the Pulitzer Prize in explanatory reporting for the paper’s coverage of the WorldCom scandal. She has worked at a range of media outlets, including Bloomberg View, USA Today and the San Francisco Chronicle.

SVP & Chief Investment Strategist 
Charles Schwab & Co. 
Liz Ann Sonders has a range of investment strategy responsibilities reaching from market and economic analysis to investor education, all focused on the individual investor. She is a regular contributor to Schwab’s publications and videos, and the keynote speaker at many of the company’s corporate and client events, as well as outside conferences. Sonders makes regular TV appearances on CNBC, Bloomberg TV, and Fox Business News, and is regularly quoted in publications such as The Wall Street Journal, Barron’s, and The New York Times. Sonders earned a BA in economics and political science from the University of Delaware and an MBA in finance from Fordham University’s Gabelli School of Business.

U.S. Managing Editor
Financial Times
Peter Spiegel is the U.S. managing editor for the Financial Times, managing the U.S. bureau network, taking the lead on stories and deploying newsroom resources to expand the American subscriber base. Based in London, Spiegel has been FT news editor for the past three years, during which he successfully transformed the FT’s publishing schedule and helped embed a culture of innovation across the newsroom. He was key to the Financial Times being named newspaper of the year at the 2018 British Press Awards. He previously spent six years in Brussels as the FT’s bureau chief, leading coverage of the European economic crisis and Europe’s role in global affairs. In 2012 and 2013, Spiegel and his team won back-to-back Society of American Business Editors and Writers awards for their coverage of the eurozone debt crisis. Earlier in his career, he worked at the Wall Street Journal, Los Angeles Times and Forbes.

Finance Reporter
Bloomberg News
Jennifer Surane is a reporter at Bloomberg News, where she writes about banking and major news in the payments industry. She covers Citigroup in addition to a portfolio of payments companies and U.S. regional lenders. Her other interests include financial technology stories and Wall Street hiring trends. She also tracks Barclays and its U.S. card business. Prior to joining Bloomberg in June 2015, Surane was editor-in-chief at the Daily Tar Heel, an independent student newspaper at the University of North Carolina at Chapel Hill, where she earned her BA in business journalism. 

Chief U.S. Equity Strategist & Chief Investment Officer
Morgan Stanley
Mike Wilson is chief U.S. equity strategist and chief investment officer for Morgan Stanley. As CIO and chair of the global investment committee, he offers a unique perspective on markets to both institutional and wealth management clients, leveraging best-in-class research. He began his career with the firm in 1989 as an investment banker. During his 30-year career at Morgan Stanley, Wilson performed a variety of roles, including investment banker, salesman, trader, strategist and product manager. Between 1995 and 2012, Wilson held various positions within Morgan Stanley’s Institutional Equity Division, including the head of content distribution for North American equities. In 2012, he was appointed CIO of wealth management. Wilson earned a BBA from the University of Michigan and an MBA from the Kellogg Graduate School of Management at Northwestern University.

Global Head of Investments, Alternative Investment Strategies
Aberdeen Standard Investments
Darren Wolf is a senior investment manager and global head of investments, alternative investment strategies, at Aberdeen Standard Investments, which provides its clients with access to a breadth of alternative investment strategies and opportunities. Wolf joined Aberdeen in 2015 via the acquisition of Arden Asset Management LLC, where he was the director of research and a member of Arden’s investment committee. At Arden, Wolf was responsible for managing the day-to-day research activities of the firm. Previously, he was on the investment committee and the head of research at Robeco-Sage Investment Management, where he joined as a member of the investment team in 2001. Wolf earned his BS in finance from Yeshiva University.