Investment Solutions Conference
 
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Speaker List::
Distinguished Faculty:
Keynote Speakers:
Stuart Varney
Financial and Economic Journalist, TV Host
Stuart Varney, who joined the Fox News Channel in December 2003, is best known for his role as former host of CNBC's Wall Street Journal Editorial Board with Stuart Varney and as co-anchor of CNN's The Moneyline Newshour.
Maribeth Kuzmeski, MBA, RFC
President
Red Zone Marketing, LLC
Maribeth Kuzmeski has worked with and studied successful financial advisors for 10 years. She is author of 3 books including 85 - Million Dollar Tips for Financial Advisors.
Speakers, Panelists and Roundtable Participants:
Amy Scupham
American Century Investment Management

Andrew Rose
Evare

Anne Farro
Deutsche Asset Management

Annie Lo
Franklin / Templeton Worldwide

Anthony Reale, CIMA
The JP Morgan Consulting Group

Ashley Rabun
InvestorReach

Barry Schwartz
Adviser Compliance Associates, LLC

Brian R. Lauzon, CFA
Merganser Capital Management LP

Christopher Travers
Rothschild Asset Management

Clayton Young
ITT Industries, Inc.

Conor Sullivan
Putnam Investments

Eric Vatne
Applera Corporation

Farrukh Zafar
Bernstein Investment Research & Management
A Division of Alliance Capital Management, L.P.

Frederick F. Schaefer
Evaluation Associates
A Milliman Company

Glenn Skidmore
Informa Investment Solutions

Grant Kalson, CFA
Kalson & Associates

Gregg M.S. Berger
Gilford Securities

Halvard Kvaale
Deutsche Bank

Henry Shilling
Moody's Investor Service

Henry Yegerman
ITG Analytical Products

Herbert D. Blank
QED International Assoc., Inc.

James T. Vanasek
VN Capital Management

Jeff Negrete
Bullrun Financial

John H. (Casey) Roach
Jamison Prince Asset Management

John Troise
ForstmannLeff

Karyn D. Vincent
Vincent Performance Services, LLC

Keitha Kinne
Citigroup

Lawrence M. Sinsimer, J.D.
Eaton Vance

Lester Brol
The Plexus Group

Lisa Gamboa
MacKay Shields

Margaret E. Tobiasen
Informa Investment Solutions

Paul B. Kieffer, CPA, CFP
M&T Bank

Philip Edwards
Standard & Poor's Investment Services

Randy Bullard
Placemark Investments

Richard Michaud
New Frontier Advisors

Robert L. Padgette, CFA, CIMA
Klein Decisions, LLC

Roger S. Williams, CFA
CRA RogersCasey

Ron Surz
PPCA, Inc.

Russ Hovanec
Northfield Information Services, Inc.

Scarlett Mendoza
Mutual of America Capital Management Corp.

Sol Waksman
Barclay Trading Group, Ltd.

Stacey Berkman
Hyperion Capital Management, Inc.

Steve Deutsch
Morningstar, Inc.

Steve Sobhi
Ashland Partners & Company, LLC

T. Neil Bathon
Financial Research Corporation

Thomas O`Shea
Fidelity Registered Investment Advisor Group

William O’Rielly, CFA, CFP
Alexander Key