Gary Townsend - Founding member and Chairman, GBT Capital Management, LLC, a macro long/short fund based in Chevy Chase, Maryland. Also, 2007-2013, a founding partner, CEO and Portfolio Manager of Hill-Townsend Capital LLC, a long/short equity financial sector fund. Mr. Townsend has 35 years banking, regulatory, and investment experience. He started his business career in 1978, as a consultant and advisor on anti-dumping trade issues primarily to foreign manufacturers based in Asia. In 1982, he began a 15 year career as a U.S. government banking regulator. In 1990, he was recruited to build out a new, independent federal regulatory agency, the Federal Housing Finance Board, regulator of the Federal Home Loan Bank System. As Chief Examiner and Director of Supervision and Examination, Mr. Townsend organized and implemented supervisory examinations of the 12 FHLBanks and Office of Finance with particular emphasis on their funding activities, use of derivatives, safety and soundness and regulatory compliance. In 1998, Townsend joined FBR Capital Markets as a sell-side analyst, applying his banking and regulatory experience to the investment analysis of commercial banks of all market capitalizations. In 2007, Forbes.com named him as "Best Brokerage Analyst" for commercial banks; also Starmine ranked him the #2 earnings estimator (out of 109 analysts) and in the top 10% of analysts for stock picking and earnings accuracy. Townsend left FBR in November 2007 to launch Hill-Townsend Capital LLC. He holds a CPA designation (1999) and a MBA from George Washington University (1979).
Phil Timyan is a private investor and hedge fund manager with over 25 years professional experience in community bank stock investment and shareholder activism.
Over the years, Timyan has filed 13-Ds in ALGC, HRTB, FSVB, GSLA, RFSV, COMB, and RYFL. In 2003, he helped recap COMB by buying a 9.9% stake and joining their Board until its sale in 2006 to SUPR. He is currently serving on the boards of RYFL and Royal Bank.
Since his graduation in the 1980s with a BA in General Business Administration and an MBA in Finance from Michigan State University, Timyan's career has included stints as a:
Registered Representative for Oppenheimer & Co in Chicago, IL
Securities Analyst for Feshbach Bros./Stockbridge Partners in Palo Alto, CA
Securities Analyst/Portfolio Manager for GW Ringoen & Co in San Francisco, CA
Founder of two hedge funds, Sands Point Partners LLC and Riggs Qualified Partners LLC
Glenn founded GDS Investments in 2012. From 2001 to 2012, he worked for Alsin Capital Management, Inc. as an equity research analyst (2001-2003), co-portfolio manager (2003-2008), and portfolio manager (2008-2012). Before joining ACM, Glenn worked for Enron Corp. as a derivatives structuring manager, and for Commerce Bancorp (now TD Bank) as a real estate credit analyst.
He currently serves as an advisory board member of Value Conferences – an online-only conference featuring some of the most prestigious value investors across the globe.
Glenn has a B.A. in management (accounting concentration) from Gettysburg College and an MBA (finance concentration) from Southern Methodist University. He graduated in the top 10% of his MBA class and participated in study abroad programs both as an undergraduate (Seville, Spain) and graduate student (Melbourne, Australia). Glenn’s interests include running, cycling, golfing and youth coaching.
Lots of school, lots of work. Doing the "internet thing". Making a few bucks. Wish I could spell as fast as I type. Wish I had more time to read. Key DNA markers: 1 - US Army brat 2 - Jesuit Private University in an Ultra-Liberal city (Berkeley is an amateur by comparison) 3 - Still working for the man, hating the man, but not sure I want to be the man 4 - "Safeway" Republican, or Reagan Republican - that is: I shop both from sides of the political aisle. Economic conservative, social moderate, small federal gov't, stronger local gov't. Willing to call b*llsh*t on either side. Currently suffering from: Compassion Fatigue -- Outrage Fatigue Symptoms: Inability to empathize with victims (especially self-espoused victims) Numbness to outrageous behavior (whether from the pulpit, a hotel in Washington, or on the campaign trail).
Hagen Geissler has worked at a value based hedge fund,
at quant equity desk and senior Solutions Consultant ,
for various technologys & trading infrastructur.
His experience and passion runs deeply across multiple technologys
used in the automated tradding world
Currently Chief Analytics Officer of Digital Risk, a mortgage industry loss mitigation service. Formerly head of Advanced Analytics at CoreLogic and prior to that head of Products and Analytics at Loan Performance, a boutique mortgage analytics company located in San Francisco.
Education: BA, Rutgers University, MA, University of Virginia and MBA, Stanford Univestiry.
Kevin Feldman, CFP® is an investment professional with 20 years experience in asset management. He was most recently Managing Director in the iShares® unit of BlackRock, the world's largest asset manager where he had responsibility for iShares marketing, analytics and education efforts.
Prior to BlackRock, Kevin held senior roles at Vanguard and Charles Schwab.
Kevin earned a BA degree from the University of California, Los Angeles and an MPA degree from Harvard University.
Christopher (Chris) Versace is widely referred to as The Thematic Investor because of the unique way he examines the intersection of economics, demographics, psychographics, technology and regulatory mandates on the global stage. Mr. Versace uses those intersections to identify key themes and structural shifts, as well as those companies best positioned to benefit from them, which provides a differentiated clarity and understanding to investors and executives. His insights are the culmination of more than 20 years analyzing industries and companies in a variety of roles as an equity analyst, portfolio manager, investment banker and strategic consultant.
The Thematic Investor moniker originated as an institutional investment newsletter that Mr. Versace developed to showcase his research insights and investment acumen. His firm, Versace Management, created thematic based investing portfolios for Agile Capital Management and the VZN Group, as well as advised on mergers and capital raises for many other firms. Mr. Versace now is the editor of the newsletter The Growth & Dividend Report, which brings his industry insights and investment recommendations to the investment community. Versace is also the editor of the PowerTrader and PowerOptions Trader services that utilize his thematic framework to trade options, stocks and exchange traded funds (ETFs). In addition, each week, Versace shares his latest thoughts on the stock market, economy and latest financial news in his PowerTrend Bulletin e-letter with more than 115,000 investors.
The Growth & Divided Report, The Thematic Investor and Versace Management as well as his written columns all leverage his more than 13 years experience in the equity research departments of Salomon Brothers; Donaldson, Lufkin & Jenrette and Friedman Billings Ramsey (FBR). At these institutions, Mr. Versace analyzed the wireless, display and machinery/ capital goods as well as home building/building product industries to bring clarity, understanding and returns for both domestic and foreign mutual funds, hedge funds and other institutional investors.
His fresh insights on investing led to his August 2014 appointment an Assistant Professor at the New Jersey City University School of Business, as well as the faculty advisor to the school’s award winning Student Investment Management Group.
Mr. Versace is a featured columnist at The Street.com, as well as a contributor to FoxBusiness.com, Forbes.com and Newsmax. He is a frequent guest on radio and TV programs including Making Money with Charles Payne and Cavuto on the FOX Business Network, TheStreetTV, One American News Network, The Sam Sorbo Show, America’s Morning News each Friday and several others. He is a frequent speaker and panel facilitator at The Money Show, Freedom Fest, and the American Association of Individual Investors. He has also been quoted in the Wall Street Journal, NY Times, Investors Business Daily and other publications, and has also appeared on CNBC, CNBC Europe and CNNfn, and being given an honorable mention in Institutional Investor Magazine. He also previously authored the weekly Corner of Wall & Main for The Washington Times.
Mr. Versace also hosted PowerTalk, a weekly podcast that looked at key issues across a range of industries and in the economy with guests such as Steve Forbes, former Secretary of Defense Donald Rumsfeld, Stephen Moore, former Secretary of Commerce, Carlos Gutierrez and others. On the program, he also conducted long format interviews with executives from General Motors, Visa, Qualcomm, IBM, Cisco Systems and scores of others to inform and enlighten investors as well as corporate America.
Mr. Versace earned a B.S. in Economics, a B.A. in Mathematics and an MBA in Finance from Fordham. University. He currently holds the Series 65 designation.