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The Investment Management Summit
Speakers

Wednesday, November 9, 2011

Joe Amato
President and CIO
Neuberger Berman
Nathan Bachrach
Managing Partner
Financial Network Group
Top Ranked Advisor in Ohio
Lauren Boyman
Director of Social Media
Morgan Stanley Smith Barney
David Canter
EVP, Practice Management and
Consulting Fidelity Institutional
Wealth Services
Roger Coleman
Managing Director
Morgan Stanley Smith Barney
Top Ranked Advisor in New York
Sanjan Dhody
Managing Director
Deutsche Bank
Todd Estabrook
Chief Marketing Officer
Commonwealth Financial Network
Milton Ezrati
Senior Economist and Market
Strategist, Lord Abbett
Ned Gray
CIO, Global and International
Value Equity Delaware Investments
Dr. David Kelly
Chief Market Strategist
JPMorgan Funds
Peter Marber
Chief Emerging Markets
Business Strategist
HSBC
Stewart Massey
CIO and Founding Partner
Massey Quick
Dr. Jeffrey Miron
Director of Undergraduate Studies,
Department of Economics
Harvard University
Grant Rawdin
President and CEO
Wescott Financial Advisory Group
Lisa Shalett
Managing Director
CIO, Merrill Lynch Global
Wealth Management
Luciano Siracusano
EVP, Director of Sales and
Chief Investment Strategist
WisdomTree
Martha Staniford
Managing Director
Sontag Advisory
Dan Trosch
Director, Equity
Investments Fortigent
Invesco
John Walsh
Partner
Sutherland Asbill & Brennan
Invesco
Scott Wolle
CIO, Global Asset Allocation
Invesco
Michael Yoshikami
CEO and Founder
YCMNET
Dave Zier
EVP, Convergent
Wealth Advisors
Top Ranked Advisor in Maryland


 
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