Brendan Wagner is a portfolio manager at Spectrum Advisory Services in Atlanta. In addition to managing portfolios for private individuals, families and corporations, Spectrum is the advisor for the Marathon Value Portfolio (MVPFX) mutual fund. After graduating with a finance degree from Boston College in 2000, Brendan has worked in equity research and portfolio management ever since. www.spectrumadvisory.com
I'm a professor and data scientist who has developed scorecards to detect fraudulent bank transactions. As an investor I look for fraudulent stocks and other stocks that aren't what they seem.
Spectrum Advisory Services,inc. manages money for high net worth individuals and retirement funds. We are both values based and value oriented. I am the portfolio manager of Marathon Value Portfolio, a very highly ranked mutual fund which I took over in 2000. We have succeeded in achieving high risk adjusted returns by dint of hard work and substantial experience.
Currently a Junior majoring in Finance at SDSU. First investment started with silver in early 2009 and started trading equities in 2010 with a combination of technical, fundamental, and intermarket analysis. 2010 YTD return of 70%. Want to eventually be in Asset Management.
Mordecai Rosenberg has been interested in trading for seven years and has been trading for the last six. He trades stocks, futures, bonds, options and currencies.
He lives in Ireland with his wife and four children.
At GSMI we are more than a conference company. We go out of our way to create rich environments for learning, networking and ensuring our customers have great experiences. You will go back to the office with new ideas, insights, skills and contacts. We develop executive conferences, exhibitions, and leadership trainings for the world's leading business decision-makers. These dynamic and innovative services initiate and develop business relationships between director and C-level practitioners from the most influential organizations, for a stimulating environment to discuss key industry issues and mutually beneficial solutions. Our areas of focus include:
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An individual who has advised families the last thirty years, FAMCO started as a lawyer representing regional commercial bank and trust companies back when they still existed, then investment partnerships back when they were still profitable, and more recently with large multi-national money center banks back before TARP.
FAMCO's prominent theme is that the current financial intermediaries, (commercial banks, insurance companies and investment banks) have concerned themselves so much with the pursuit of scale, that they offer advice which does not benefit or suit their clients. In the case of all three financial intermediary entities, we have seen the disasterous outcomes in no uncertain terms caused by the gradual disconnect between the mega firm and its family clients.
The commercial banks switch to fee-based models the last 15 years has brought forth a new generation of bankers who are completely unskilled in credit analysis and risk management, as we have seen quite clearly the last three years. The number of investment firms that now depend mostly upon trading profits from their large instituitional clients is unequivovally pitting the needs of those large insitutional clients against the family office and individual client.
Finally, insurance underwriters have become fixated on the origination fees of their products, rather than the viability of the products themselves. That fact that a derivative is only as good as its counterparty's credit worthiness should never have been an issue, but in fact became the dominant theme of the 2008- 2009 meltdown.
Today's family cannot not rely upon the advise of the large financial intermediaries. The conflicts have expanded, the quality of the judgment has diminished and there are simply not enough common goals and mutual interests betweeen the corporate culture and its individual clients for the objectivite counsel to fulfill the fiduciary obligations required from a trusted advisor.
DC Finance is Israel's leading financial conference organizer reaching high net worth individuals, institutional investors, senior officers of leading firms, and senior executives in Israel's eminent business community.
DC Finance has established seven of Israel’s top branded financial conferences - "The Semi-Annual Economic Conference", "The Going Public Abroad Annual Conference", "The Annual Securities Offering Convention", "The Kibbutz Industries Annual Economic Conference", The Annual Family Office & Wealth Management Conference, "The Annual Corporate Finance Conference" and "The Tel Aviv Annual Institutional Investors Conference".
DC Finance provide its clients and sponsors with a unique way to access Israel's elite business sector. Our services include business development, branding, planning and production of business events and marketing strategy ramp-up for firms seeking to tap into Israel’s elite business and public sectors.
DC Finance represents the Israeli Provident Funds Coalition, The Israeli Bar Association, TheAssociation of Publicly Traded Companies and the Israeli Management Center.
The audiences attending DCF's conferences comprise of chairmen, CEOs, CFOs, private investors, institutional investors, lawyers, tax advisers, affluent individuals and other influential figures.