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Founder of the first ever event-driven mutual fund that invests using several hedge fund strategies (primarily merger arbitrage, capital structure arbitrage, distressed securities, proxy fights, special situations). Author of the book "Merger Arbitrage: How To Profit From Event-Driven Arbitrage." John Wiley Finance, 2009, ISBN 0470371978. Specialties: Investment management in merger arbitrage, proxy fights, distressed securities and other special situations.
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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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Wes is a professional music producer, songwriter and entrepreneur. In addition to owning two businesses, his credits can be heard on MTV, VH1, Oxygen, E! Etc. and he recorded the #1 best selling audio book “13 Hours In Benghazi.” His journey has not been easy, and his stories and philosophies are sure to resonate with his audience.
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Paul Bouchey, CFA, is the Chief Investment Officer at Parametric, an investment firm based in Seattle, Washington, with more than $200 billion under management, and is responsible for investment, research, and strategy development. Prior to joining Parametric in 2006, he was a senior researcher at Russell Investment Group, where he focused on simulation, optimization, and quantitative decision models for institutional and private clients. He holds a patent on cross-sectional volatility indexing and has authored numerous academic and practitioner articles in journals such as The Journal of Portfolio Management, The Journal of Wealth Management, and The Journal of Index Investing. Paul earned a B.A. in Mathematics and Physics from Whitman College and an M.S. in Computational Finance and Risk Management from the Applied Mathematics Department at the University of Washington. He holds the Chartered Financial Analyst designation. Recent research includes titles such as "Systematic Diversification Using Beta" and "Core Versus Satellite: How much should a taxable investor allocate to the core equity portfolio?" and "The Role of ETFs in Tax Management." Paul is an accomplished and engaging speaker, focusing on topics relevant to investment advisors: indexing, factor-based portfolios, tax management, quantitative equity portfolio management, rebalancing, and volatility harvesting. His research and strategies revolve around the idea that the investment industry can be transformed through increased transparency, lower costs, and higher return-to-risk efficiency.
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Dynamic, passionate, motivated Strategic Global Account and Program Management professional with 20+ years of experience with Fortune 500 companies leading, and consulting on, complex change management, communication, process improvement, operational and project efforts for business and IT organizations that demonstrate the greatest impact on the company’s strategic and financial goals. Respected for cultivating and maintaining excellent working relationships with all levels of a company’s organization (C-Level to Interns) by embracing an upfront, candid, we are in this together, and often humorous leadership and communication style. Results and performance-driven leader with recognized success in leveraging resources to meet diverse business demands to successfully achieve company-wide performance targets. SIGNATURE STRENGTHS • Trusted Business Advisor • Account & Vendor Management • Leading large, complex global business and technology programs and teams • Navigating organizations to achieve results • Truly connecting with people • Great at cutting through noise to focus on what is required • Writer • Story Telling Communication Style • Strategic Planning& Tactical Execution • Change & Adoption Management • Project Management • Process Improvements • Team Building • Coaching & Mentoring
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When I learned to meditate in 1996, my intuition switched on like a searchlight. This enabled me to become an executive search consultant with Heidrick & Struggles. In 2002 my colleagues and I founded Purkiss&Company. I'm the co-author of 'Brand You', which is published by Pearson and available in five languages. The new book is about letting go. It starts with mindfulness and ends with surrender / enlightenment. Education: economics degree (Cambridge University), MBA (INSEAD). Languages: French, German and Spanish.
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Joachim (PhD, MBA) is the founder of the Earth Resource Investment Group and advisor to the Earth Exploration Fund UI and the Earth Gold Fund UI. He is a geologist by training and worked for eleven years in the South African gold and platinum mining industry in operations and applied research. Following his occupation in the mining industry, he worked for six years in investment banking where he was rated best South African gold analyst (2001 and 2002). Before launching the ERIG funds in 2006, he co-founded the funds boutique, Craton Capital in 2003 and has since been in fund management and company analysis. He has a substantial network of high level contacts in the international mining and investment industries. He is a guest lecturer at the mining school in Freiberg/Germany and at the University of Münster/Germany where he teaches project valuation in the natural resources sector and economic geology.
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Aaron Riley is an Intelligence Analyst with the Cofense Intelligence team. His responsibilities within this team include incident and malware research which require extensive analytical and technical skills. He is formerly an employee of the State of Missouri Cyber Security department and understands local and government issues. Aaron is an avid proponent of cyber security. He has degrees in networking and programming. Aaron shows great insight within all domains of the cyber security realm and presents regularly on multiple security topics. He is a member of many local and national cyber security groups, and enjoys connecting with other peers in the industry.
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Tom is an Award-Winning Speaker and expert Presentation Trainer ready to educate, motivate, and entertain your audience members. Twice advancing to the World Stage of the World Championship of Public Speaking, Tom is a featured speaker at Toastmasters Leadership Institute, teaching leadership and presentation skills to the officers of Toastmasters International. Tom is available for Keynotes, Motivational Speeches, After Dinner Entertaining as well as Seminars, Panel Discussions, Breakouts, Workshops, and Specialized Presentations. Tom is also available to give uplifting and inspiring presentations to High School, College and Youth Audiences. Tom has over thirty years of progressive Executive Management experience in the Consumer Products Industry, with a wide-ranging expertise in the areas of Leadership, Presentation, Branding and Brand Management, Product Innovation and Development, Sales/Marketing, Licensing, and Sales & Marketing Management. Tom lives in Scottsdale, Arizona.
$5,001 - $10,000
