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Mark W. Guthner is a veteran of the financial services industry. His skills and experience stretch across multiple disciplines including trading, portfolio and risk management, securities analysis and valuation, investment banking and financial technology. Mark is currently an Associate Professor of Practice at Rutgers Business School where he teaches classes in Corporate Finance, Investment Analysis & Valuation, Investment Banking, Financial Modeling, Fixed income & Portfolio Theory. He also conducts academic research. Mark served as a Principal, Portfolio Manager, Proprietary Trader and Equity Derivative Strategist at Banc of America Securities, CRT Capital Group LLC, and Dash Financial LLC. In these roles, Mark advised institutional investors on the use of options to express market views and to hedge or eliminate unwanted risks. In addition, he managed a proprietary trading book at BofA Securities, generating returns on equity of over 35% Mark has significant international “in-country” experience. He held senior investment banking and risk management positions at Standard Chartered Bank and the Australian New Zealand Investment Banking Group. In these roles, he managed a $3.5 billion project finance loan portfolio and developed the group’s competitive and asset writing strategies. Furthermore, he served as a Senior Consultant with KPMG/Barents LLC where he developed the investment operations and trained the staff of Indonesia’s oldest and largest insurance company. He began his career at Prudential Fixed Income Advisors and Hong Kong Shanghai Banking Corporation where he was a Senior Portfolio Manager and Bond Trader. In these roles, he managed and traded over $5 billion in fixed-income securities (both public and private placements, investment grade and high yield) for corporate pension, Taft-Hartley and financial institutions. Mark is the author of 2 books. (1) His first book, “Quantitative Analytics in Debt Valuation & Management” was published by McGraw-Hill in 2012. The book presents a breakthrough method for the analysis, pricing, and hedging of corporate debt obligations. It enables the arbitrageur to replicate corporate bonds using a combination of equity, equity options, and US Treasury Securities. In addition, it enables portfolio & risk managers to aggregate corporate bonds and equities into one common risk measure. (2) His second book, "The Options Edge" was published by Wiley in 2016. It provides "An Intuitive Approach to Generating Consistent Profits for the Novice to the Experienced Practitioner." The book reveals unconventional methods for hedging and position trading based on a scientific study on the performance of Index options, that systemically improve investment outcomes. Mark holds a BSE in Mechanical Engineering and an MBA in Finance from the University of Michigan, Stephen M. Ross School of Business. Finally, he volunteers his time and expertise in various capacities to the CFA Institute.
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I recently completed my PhD in Neuroscience, I am now in the process of starting to be a speaker to help share as much knowledge as I can in the fields I have gained experience in over the years. I think my path of life has truly given me a platform not only to connect with others, but to help them actualize, work towards and achieved their goals. In my 28 years to date I have: 1) Obtained my Bachelors degree in Biology, 2 Masters Degrees (Health Sciences and Neurosciences) and my PhD in Neuroscience 2) Play Division 1 Volleyball, Professional Volleyball in Poland and played for my National Team of Jamaica 3) Started my own Non profit since I was an undergraduate student at the University of Louisville (2008), and I am also on the boards and committees of 2 other non profits Bridge Kids International and The SoSA 4) Travelled the world not only for personal reasons but for research, philanthropy, and cultural interactions Because of my very diverse experiences, I do believe I can make an impact on wide range of individuals but also topics . My experiences throughout this time have really put me in a unique place to speak to a wide range of individuals and of all ages including. - Athletes - Scientists/Science Majors - Philanthropists - Avid Travelers - Business Owners - Entrepreneurs See more at my website: http://www.lambinc.org
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Possessing broad experience in both the military and civilian worlds coupled with an MBA from a top-tier business school, I bring a wealth of leadership and management knowledge to my presentations. I also possess solid job hunting and interviewing skills which produce results! An Iraq War veteran and advocate for veterans. A firm believer in higher education as the great social equalizer. I am located in the DFW area and eager to speak at your event. Presentations Recently Given: Job Hunting and Interview Techniques Translating Veteran Skills to the Civilian Workplace Organizational Culture and Influencing Others Being Your Own Career Advocate Performance Reviews and Goal Setting Customer Service Management in the Age of Social Media Leaders and Managers - How to be Both
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I'm the founder of Champion 3D, a small but fast growing 3D print studio in London. I'm very interested in the growth of local manufacturing and additive manufacturing technologies. Previously, I founded Babelverse which took me on quite an entrepreneurial journey around the world from Chile to Japan, but that's another story. I am sure you would love to hear about the ups and downs of that startup.
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Ed is a highly experienced improvement leader working across finance & legal sectors, with particular emphasis on business strategy, process re-engineering, operational excellence, business analysis and customer experience. Ed has successfully delivered reams of improvement projects, developed and led change teams and is a company founder. Particular expertise is around: Leadership, strategic management and direction setting capability Change management Customer experience & insights analysis User centred service design Operations Management Lean / Sigma Black Belt (professional services) Change management & stakeholder engagement Customer Journey Mapping Business Process Model & Notation & Universal Process Notation Innovation Business analysis
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Speak about investments, personal finance and private wealth management for both professional and retail audiences. LinkedIn TopVoice and PowerProfile for Finance. More than 20 years experience in financial services, mostly setting up online tools for investment research and consulting for the wealth management industry. Set up and led the wealth management segment for Mercer’s Investment Consulting business, based in Australia and Singapore. Also led a number of projects in India including design of the investment options for the New Pension System (NPS).
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Vineet is a seasoned financial services professional, with three decades of experience across wealth management- buy and sell side, banking- private client and retail banking, and insurance- pensions and life. He has a distinguished track-record in driving sustainable business growth, spearheading strategic transformation, and establishing effective business governance regimes, at country, regional and global levels. Vineet has held roles with HSBC, ANZ and ING, and Citibank, both in direct and matrix settings. Vineet was formerly global head of wealth advisory, HSBC; regional head of wealth management, ANZ; country CEO of investment management, ING; and Asia head of consumer investments, Citibank. Vineet currently leads the wealth management practice for a management consulting boutique, offering M&A, Strategy & Digital advisory services to financial institutions, across Asia. He writes and speaks extensively and is a thought leader in wealth management, on matters such as behavioural finance, robo-advisory, risk culture, sales management, customer engagement, product design and business strategy. Vineet is a CFA charter holder, with an MBA and a degree in Engineering. A Singapore national, he is a member of the Singapore Institute of Directors, CFA Society Singapore, and CFA Institute, USA.
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Ask her today and Ms. Keck would categorize herself as a data-driven marketing professional who helps brings products to life through a series of curated experiences both online and in real life. But it wasn't always like that... At 21, Hannah began her career at the Musee du Louvre in Paris and has continued to view life as a series of global experiences worth curating. After seeing how produced art exhibitions could ignite passion, break language barriers, and contribute to global learnings, she decided she wanted to bring this mentality into business and corporate growth. She firmly believes that curating a museum collection is more similar to brand marketing than people realize. Today she combines those early years in the art world with the expertise gained from navigating marketing, sales, and business development in Silicon Valley. The unique leadership and vision she brings with her, offers a singular approach to communicate product value, activate brand loyalty, and extend ownership to the community. Specialties: Brand Consulting, Product Marketing, Client Acquisitions, Strategic Partnerships, Retention, Experience Curation, Event Planning, Program/Educational Development
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TEN related topics define my professional interests: 1. Macro Investing: How has it fundamentally changed? 2. Emerging Markets: Same-same but different - how do we cluster them & foster south-south flows? 3. Risk Management or Resilience: how do we frame this? "I'm OK, You're OK" versus systemic/endogenous risk. 4. Capital and Currency Markets + Financial Regulation & Policy: what's the interplay here? 5. Monetary policy: Please get off the stage and let others do some work. 6. Bank Management, Business-model transformations: "Ask not what needs to be done; ask why is it that what needs to be done, does not get done". 7. Securitizing Infrastructure finance: saviour of the pension puzzle? 8. Inclusive Finance, Impact Investing: the mainstream needs it more than it needs the mainstream? 9. Constructive conflict and Diversity: True diversity, not the cosmetic kind. And let's fight more. 10. Non-executive governance: challenge & influence without command-and-control. --- Governor, Investment Committee member, Board of Systemic Risk Centre, Visiting Professor-in-Practice (CIS) at LSE. Adjunct Professor at the National University of Singapore (Risk Management Institute), World Economic Forum Global Agenda Council (Financing) & Young Global Leader. Bretton Woods Committee and FT Non-Exec Directors’ club. Former MD & Global Head of Emerging Markets (FX, Rates & Credit) at UBS Investment bank. Former board member of CFA Singapore. British-Bangladeshi, married to a Singaporean – two boys.
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In 2018, Mr. Boersma joined with 4 seasoned professionals to form ZiAsset Consulting. Based in Shanghai, Hong Kong, Switzerland, and the US, ZiAsset Consulting provides strategic business consulting and customized technology solutions to serve the Chinese and international Investment Management, Wealth Management, Pension and Securities Services community. Mr. Boersma founded Basis Point Solutions (BPS) in 2017 and offers consulting, training, and subject matter expertise on investment performance, the Global Investment Performance Standards (GIPS®), the CFA Institute Asset Manager Code (AMC), and business ethics. BPS offers services to investment management companies and asset owners. Previously, Mr. Boersma served as the Executive Director of the GIPS standards and Head of Professional Standards at CFA Institute. He was responsible for the oversight of all aspects of the CFA Institute Professional Standards, including the CFA Institute Code of Ethics and Standards of Professional Conduct, the GIPS standards, the Asset Manager Code of Professional Conduct, and the Pension Trustee Code. His responsibilities included managing a global team of senior investment professionals and volunteers and managing the creation of solutions and practices to improve the integrity and ethical practices within the financial services industry. Mr. Boersma is a frequent speaker on ethics in the investment industry, is often quoted in the financial press, and has appeared on CNN, CNBC, ABC World News, and PBS. Mr. Boersma testified before the United States Senate Judiciary Committee on the need for independence between investment analysts, hedge funds, and corporate issuers. Mr. Boersma was the 2014 winner of the Portfolio Institutionell (www.portfolio-institutionell.de) Reader's Choice Award for Industry Achievement. Specialties: Ethical Conduct in the Investment Industry Conflicts of Interest Insider Trading Performance Measurement Asset Allocation Risk Investment Policy Portfolio Strategy Investment Manager Selection
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A seasoned and professional speaker and facilitator, Paul Donehue has made a life's study out of working with and motivating people. In his highly interactive style, he shares unique stories of perseverance and success, presenting new ideas in a positive way that inspires listeners to adopt fresh perspectives and an optimistic spirit of self-improvement. Each presentation is tailored to best-fit each client organization's interests and goals, and to include just the right amount of humor, anecdotes, relevant examples and supporting data. This customized approach brings about high-levels of understanding and buy-in, consistently providing audiences of all types in virtually every business sector with many practical ideas and take-aways. As President of Paul Charles & Associates, Paul consults with business owners and senior level managers to help establish and implement the most effective sales, business development, client retention, communication, engagement, and practice management strategies. He regularly conducts training and coaching programs, and has spoken at many corporate and association events. He is a Certified Engagement Practitioner (CEP) and a Founding Partner of the Engagement Agency, a member of the National Writer's Union, has served as an adjunct faculty member at NH Community College, and is Chairman of the Londonderry Housing & Redevelopment Authority; Paul is also on MakingTheNumbers.com's advisory board, and is a former director of the Smaller Business Association of New England (SBANE) and the Met Children's Museum, and is an active member of the Greater Manchester NH Chamber of Commerce.
$1,501 - $5,000
A Wall Street veteran and entrepreneur, Charlotte Beyer has been identifying changes in the culture and dynamics of wealth management since 1992. After selling her company, Beyer turned her attention to philanthropy with the creation of the Principle Quest Foundation whose mission is women’s empowerment. Beyer's career spans 40+ years, first on Wall Street, and then as founder of the Institute for Private Investors [IPI] in 1992. A pioneer in social media, IPI hosted the first online community for investors when it went live in 1998. For two decades Beyer earned the trust of the 1500 UHNW investor members by protecting the safe harbor, education and community inside that very private membership organization. An Aresty Fellow of the Wharton School, Beyer continues to teach in Wharton’s Private Wealth Management program, a five-day residential curriculum she co-created with Wharton in 1999. Nearly 1000 UHNW investors have attended from 41 countries. Contributing a most original addition to the industry’s body of knowledge, in 2017 Beyer wrote Wealth Management Unwrapped Revised and Expanded. Instead of prescribing a one-size-fits-none solution, Beyer encourages investors with her own unique humor and straight talk to find their own GPS – discover if they might be better off being a do-it-yourself investor or should partner with a trusted financial advisor. Beyer then walks the reader through a series of steps to first find, and then work with a financial advisor, including the tricks of a ‘beauty contest,’ ten Principles of Principal, and benchmarks for measuring advice. A graduate of Hunter College, Beyer is the recipient of a Lifetime Achievement citation from Family Wealth Report for her 'tangible legacy [that] championed the interests of private investors,' and has been recognized by IWI® (formerly IMCA®) for key innovations and thought leadership with the J. Richard Joyner award. Upon retiring as CEO of IPI in 2012, Beyer founded the Principle Quest Foundation, a 501c3 foundation whose mission is to support innovative education and mentoring programs for women of all ages. Currently serving on the global association board of 100 Women in Finance and on the Ambassador Board of Institutional Investor's Journal of Wealth Management, Beyer continues to remain active in various industry groups, including the CFA Institute’s Security Analyst Seminar Board of Regents and the Women’s Initiative (WIN) Council of the CFP board. Her articles have appeared in industry publications over the years, and her most recent book describes key trends in the wealth management industry, including robo-advisors, the aging private client and ‘women with wallets.’
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