2018 Calendar

2018 Schedule

Tuesday, January 23rd – Ronald J Ryan, CFA, CEO, ALM Inc and Professor Seddik Meziani, Montclair State University and Elliott Noma, Columbia

Tuesday, February 27th – Dan diBartolomeo, President, Northfield Information Services & TBA

Tuesday, March 27th – Dick Michaud, President and CEO, New Frontier Advisors & TBA

Tuesday, April 24th – Matt Moran, VP, Business Development, CBOE & Patrick Gelshenen, TOBAM North America

Tuesday, May 22nd – Moderator: Jesse Noel, Panelists: Jan F. van Eck, Gabor Gurbacs, Warrick FitzGerald, Mike Venuto & Christopher Meredith, CFA, Director of Research, O’Shaughnessy Asset Management, LLC

Tuesday, June 26th – Leigh Sneddon PhD CFA, President, Mayfield Investment Solutions, Inc. & Moderator: Julie Abbett, Panelists: Toby Loftin, Matt Markiewicz, Jonathan Shelon, Peg DiOrio, Todd Rosenbluth

Tuesday, July 24th – Mary Ann Bartels, Managing Director, Head of Merrill Lynch Wealth Management & Sam Stovall, US Equity Strategist, S&P Global Market Intelligence

Tuesday, August 28th – speaker invited, awaiting confirm & TBA

Thursday, September 6th – TBA

Tuesday, September 25th – TBA

Tuesday, October 30th – TBA

Tuesday, November 27th – TBA

2017 Schedule in Review:

Tuesday, January 24th – Dan diBartolomeo, President, Northfield Information Services & Prof. Dr. Jérôme Kreuser, CEO/Founder RisKontroller Global LLC, Senior Researcher ETH Zurich Risk Center

Tuesday, February 21st – Dick Michaud, President and CEO, New Frontier Advisors & Eric S. Smith, Chairman & CEO, Consulting Services Support Corporation, Decision Technologies Corporation

Tuesday, March 28th – Matt Moran, VP, Business Development, CBOE & Herb Blank, Director of Global Benchmark System, S-Network Global Indexes and ESG Solutions

Tuesday, April 25th – Ronald J Ryan, CFA, CEO, ALM Inc & Nathan Tidd, CFA, President, Windfactor Investment Research

Tuesday, May 23rd – ETF Panel: “ETFs Bring new Life to Quant Investing”, moderated by Linda Zhang, Ph.D., founder of Purview Investments; Panelists: Joanne Hill, Ph.D, Proshares, Dave Nadig, CEO at ETF.COM,  Sebastian Mercado, CFA, ETF Strategist, Deutsche Bank   & Mike Venuto, Chief Investment Officer, Toroso Investments

Tuesday, June 20th (note the date change) – Chris Meredith, CFA, Director of Research at O’Shaughnessy Asset Management, LLC and Robo Advisor panel  with: Adam Grealish, Quantitative Analyst, Betterment: Dan diBartolomeo, President, Northfield Information Services; David Edwards, President & Wealth Advisor, Heron Wealth; Kevin R. Kelly, Chief Investment Officer, Portfolio Manager, Recon Capital Partners

Tuesday, July 25th – Mary Ann Bartels, Managing Director, Head of Merrill Lynch Wealth Management Portfolio Strategy, Global Wealth & Investment Management (GWIM), Bank of America Corporation & Sam Stovall, US Equity Strategist, S&P Global Market Intelligence

Tuesday, August 22nd- Diane Garnick, Chief Income Strategist, TIAA “Mental Accounting in Retirement: Retire Using Buckets of Money” https://www.tiaa.org/public/offer/insights/tiaa-perspectives/income-insights
& Mark Kritzman, CEO, Windham Capital Management, LLC

Wednesday, September 6th – Sharon French, Executive Vice President, Head of Beta Solutions – Oppenheimer & Mikhail Samonov, Senior Portfolio Manager at Forefront Analytics and GKFO

Tuesday, September 26th – Indrani De, Senior Director – Risk Management, TIAA

& Jason MacQueen, Managing Director, R-Squared Risk Management

Tuesday, October 24th – Marvin Appel, Ph.D., M.D., President, Signalert Asset Management LLC, & Dr. David Esch, Managing Director of Research, New Frontier Advisors

Tuesday, November 28th – Stock Returns on Customer SatisfactionDr. Forest Morgeson & Kevin Quigg, ACSI Funds &
Smart Beta Meets Big Data – Rick Davis, Consumer Metrics Institute