RISE 2009 Keynote Speakers |
Experience a part of Wall Street, live and in person, at the Ninth Annual University of Dayton and United National Global Compact R.I.S.E. Forum keynote presentations on Thursday, March 26, 2009. At R.I.S.E. IX, internationally renowned industry leaders will discuss the Economy; Markets; Federal Reserve Perspective; Corporate Governance & Responsibility; Global Investment Issues & Opportunities; and Leadership Perspective. Click here to view a list of previous keynote speakers or read about the R.I.S.E. IX keynote speakers listed below. |
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Richard BernsteinChief U.S. Strategist & Chief Quantitative Strategist, Merrill LynchRichard Bernstein is Merrill Lynch’s Chief U.S. Strategist and Chief Quantitative Strategist in Merrill Lynch’s global securities research and economics group. Bernstein is the author of "Style Investing - Unique Insight into Equity Management" published by John Wiley & Sons, which has previously been required reading for CFA Level II, and “Navigate the Noise: Investing in the New Age of Media and Hype.” Richard donates his profits from these books to charity. Bernstein is also a regular panelist on PBS’s Consuelo Mack’s WealthTrack. He has been voted to the Institutional Investor All-American Research team for the past 15 years in the Quantitative Strategy and Portfolio Strategy categories. He was also one of Fortune Magazine’s 2001 and 2002 All-Star Analysts, and was listed as one of SmartMoney Magazine’s 2002 and 2004 “Power 30.” Bernstein is a member of the Board of Trustees of Hamilton College and is a member of the committee that oversees the College’s Endowment Fund. Bernstein also sits on the Executive Committee of NYU’s Stern School of Business. [top] |
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Patrick Dorsey, CFADirector of Equity Research, Morningstar, Inc.Patrick Dorsey is the Director of Equity Research for Morningstar, a leading provider of independent investment research in the United States and major international markets. Dorsey leads Morningstar's equity research initiative and manages a team of 90 equity analysts who cover more than 2,000 stocks across 130 industries. He is the author of the book “The Five Rules for Successful Stock Investing: Morningstar's Guide to Building Wealth and Winning in the Market.” He played an integral part in the development of the Morningstar Rating for stocks, as well as Morningstar's economic moat ratings. He also leads the company's selection of its annual CEO of the Year Award. Dorsey appears weekly on the Bulls & Bears financial show on the FOX News Channel. Dorsey is widely quoted in the media, and also appears on CNBC, the NBC Nightly News and National Public Radio. [top] |
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Roger W. Ferguson, Jr.President & Chief Executive Officer, TIAA-CREFDr. Roger W. Ferguson, Jr. is President and Chief Executive Officer of TIAA-CREF. Ferguson joined TIAA-CREF from Swiss Re in April 2008. At Swiss Re, Ferguson was head of financial services, a member of the executive committee and Chairman of Swiss Re America Holding Corporation. Previously, Ferguson served as Vice Chairman of the Board of Governors of the U.S. Federal Reserve System. He was a voting member of the Federal Open Market Committee, served as Chairman of the Financial Stability Forum, and chaired Federal Reserve Board committees on banking supervision and regulation, payment system policy and reserve bank oversight. In 2001, Ferguson led the Federal Reserve's immediate response to the terrorist attack on September 11. Prior to joining the Federal Reserve Board, Ferguson was an Associate and Partner at McKinsey & Company from 1984 to 1997. From 1981 to 1984, he was an attorney at the New York City office of Davis Polk & Wardwell, where he worked on syndicated loans, public offerings, mergers and acquisitions, and new product development. Ferguson holds a B.A., J.D. and a Ph.D. in economics, all from Harvard University. He is a member of the Board of Overseers of Harvard University and of the Board of Trustees of the Institute for Advanced Study. Ferguson is also a member of the Council on Foreign Relations and the Group of Thirty. [top] |
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Richard W. FisherPresident & Chief Executive Officer, Federal Reserve Bank of DallasRichard W. Fisher assumed the office of President and CEO of the Federal Reserve Bank of Dallas on April 4, 2005. In this role, Fisher serves as a member of the Federal Open Market Committee, the Federal Reserve’s principal monetary policymaking group. Fisher is former Vice Chairman of Kissinger McLarty Associates, a strategic advisory firm chaired by former Secretary of State Henry Kissinger. Fisher began his career in 1975 at the private bank of Brown Brothers Harriman & Co., where he specialized in fixed income and foreign exchange markets. He became assistant to the secretary of the Treasury during the Carter administration, working on issues related to the dollar crisis of 1978–79. He then returned to Brown Brothers to found their Texas operations in Dallas. In 1987, Fisher created Fisher Capital Management and a separate funds-management firm, Fisher Ewing Partners. Fisher Ewing’s sole fund, Value Partners, earned a compound rate of return of 24 percent per annum during his period as managing partner. He sold his controlling interests in both firms when he rejoined the government in 1997. From 1997 to 2001, Fisher was Deputy U.S. Trade Representative with the rank of Ambassador. He oversaw the implementation of NAFTA, negotiations for the Free Trade Area of the Americas, and various agreements with Vietnam, Korea, Japan, Chile and Singapore. He was a senior member of the team that negotiated the bilateral accords for China's and Taiwan's accession to the World Trade Organization. [top] |
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Dr. Bob FroehlichChairman, Investor Strategy Committee, Deutsche Asset ManagementDr. Bob Froehlich has an illustrious professional career that includes both the public and private sectors. When he was the Director of Investment Research, he was selected to several “All-American” Institutional Research Teams. He now chairs the firm’s Investor Strategy Committee. He is the mutual fund industry’s most mediagenic strategist, where he regularly appears on a variety of financial television programs. He has delivered investment speeches on six different continents and in all 50 states. He is a prolific writer; his weekly market commentary has gained him acclaim with the brokerage community as one of the most important strategist of our day. He has also authored 4 books on investing, one of which reached #1 best seller. Froehlich currently serves on the Board of Trustees of the University of Dayton. [top] |
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Thomas D. Gallagher, CFASenior Managing Director & Chief Political Strategist, International Strategy and Investment Group, Inc.Thomas D. Gallagher is a Senior Managing Director of International Strategy and Investment Group Inc. ISI is a broker-dealer specializing in economic and political research for institutional investors. Gallagher runs ISI’s Washington office, which analyzes the financial market implications of policy actions and political developments. He joined ISI in February 1999. Prior to that, he was a Managing Director at Lehman Brothers, where he worked as a Political Economist for 13 years. Gallagher has been ranked on the Institutional Investor's All-Star Team for Washington research for the past 15 years, and ISI’s Washington team has been ranked #1 the last five years. Before his Wall Street jobs, Gallagher worked in the federal government for eight years. He served as a senior staff member at the U.S. International Trade Commission, as a Legislative Assistant to Senator George Mitchell, as an Economist for the Senate Budget Committee, and as an Analyst in Public Finance for the Congressional Research Service. [top] |
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Dr. Andreas HöfertChief Global Economist, UBS Wealth Management ResearchDr. Andreas Höfert studied economics, specializing in international macroeconomics and econometrics, at the University of St. Gallen, Switzerland, where he received his doctoral degree. During his doctoral studies, Höfert was also a research fellow at the University of Rochester in New York. Höfert is the Chief Global Economist and the Deputy Head of Global Investment Recommendations within UBS Wealth Management Research (WMR). As Chief Global Economist, Höfert leads a research organization dedicated to serving the investment needs of private clients. He began working at UBS in 1999 as a Senior Economist at the corporate center in Zurich and later served as Head of Swiss Macroeconomic Research at UBS Warburg (now UBS Investment Research). Before moving into his current role, Höfert joined WMR within UBS Wealth Management & Business Banking as the first Head of Economic Research. Andreas has appeared on CNN, CNBC and Bloomberg Television. [top] |
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Roger G. IbbotsonChairman & CIO, Zebra Capital Management, LLCDr. Roger G. Ibbotson is Professor of Finance at Yale School of Management and is an expert on capital market returns, cost of capital, and international investment. He is the former Chairman and Founder of Ibbotson Associates, a financial research and information firm that was acquired by Morningstar, Inc. in 2006. He is also the Chairman, Founder, and CIO of Zebra Capital Management, LLC, which manages equity market neutral and long/short hedge fund strategies. His book with Rex A. Sinquefield, “Stocks, Bonds, Bills and Inflation,” updated in annual Yearbooks, serves as the standard reference for information on investment market returns. Professor Ibbotson received a Ph.D. from the University of Chicago, an MBA from Indiana University, and a B.S. from Purdue University. [top] |
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Georg KellExecutive Head, United Nations Global CompactGeorg Kell is the Executive Head of the United Nations Global Compact, the world's largest voluntary corporate citizenship initiative with more than 2,400 participants from more than 80 countries. Following extensive experiences in Africa and Asia as a financial analyst, Kell began his career at the UN in Geneva, where he worked from 1987 to 1990 with the UN Conference on Trade and Development (UNCTAD). In 1990, he joined the New York office of UNCTAD, which he headed from 1993 to 1997. In 1997, Kell became a senior officer in the Executive Office of UN Secretary-General Kofi Annan, responsible for fostering cooperation with the private sector. He has served as head of the UN Global Compact since 2000. A native of Germany, Kell holds advanced degrees in economics and engineering from the Technical University of Berlin. [top] |
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Edward M. Kerschner, CFAChief Investment Strategist, Citigroup/Smith Barney.Edward M. Kerschner, CFA is the Chief Investment Strategist for Citi Global Wealth Management. He began his investment career in 1974 with Cowen & Co., and then joined PaineWebber in 1982 as Chief Investment Strategist and Chairman of the Investment Policy Committee. Upon the 2000 UBS AG acquisition of PaineWebber Incorporated through 2003, Kerschner was the Chief Global Strategist for UBS Investment Research. Since 2001, Kerschner has been Adjunct Professor of Finance at New York University, Leonard N. Stern School of Business. Kerschner is perennially viewed as a top strategist on Wall Street, and has garnered praise for his market calls, and his thematic approach to investing. Kerschner has been called "the true visionary of the great bull market of the 90s.” Consider that Kerschner called the 1987 stock market correction . . . . During the 1991 recession, he argued that consumers would start spending again, and he recognized early on that baby boomers would start saving for retirement and that there would be a big shift into equities. [top] |
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Jeffrey Kleintop, CFAChief Market Strategist, LPL Financial ServicesJeffrey Kleintop is Chief Market Strategist at LPL Financial. In this role, Kleintop leads the development and articulation of LPL Research’s market and investment strategies, leveraging his expertise in the analysis of global financial markets and asset allocation strategy. Prior to LPL, he served as Chief Investment Strategist of PNC Wealth Management and Institutional Investments, a member of the PNC Financial Services Group, guiding the investment of assets totaling approximately $50 billion. He also served as Vice-Chairman of the Investment Policy Committee and co-manager of their core, growth and value model portfolios of large capitalization U.S. stocks. Kleintop is also responsible for identifying, evaluating, and commenting on significant risks and opportunities in the capital markets vital to investment decision-making. Cited by The Wall Street Journal as one of “Wall Street’s Best and Brightest” and known for his keen market insights, he is regularly quoted in many national publications, such as Business Week and The New York Times, and is a frequent guest on national business television and radio, including CNBC, Bloomberg TV, PBS, and FOX News. He is the author of the popular investment book, “Market Evolution: How to Profit in Today’s Changing Financial Markets,” published in May 2006. [top] |
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Steve LiesmanSenior Economics Reporter, CNBCAs CNBC’s Senior Economics Reporter, Steve Liesman reports on all aspects of the economy including the Federal Reserve Bank and major economic indicators. He appears on Squawk Box, as well as other CNBC programs throughout the Business Day. Liesman joined CNBC from The Wall Street Journal where he served as a Senior Economics Reporter covering monetary policy, international economics, academic research and productivity. At the WSJ, Liesman previously worked as an energy reporter and, from 1996-98, as the WSJ’s Moscow bureau chief. He was a member of the reporting team recognized with a Pulitzer Prize for stories chronicling the crash of the Russian financial markets. Prior to joining the WSJ in 1994, Liesman was the Business Editor for The Moscow Times, where, as the founding Business Editor for the country’s first English language daily newspaper, he helped create the publication’s stock index, which was the country’s first. Liesman has also worked as a business reporter for both the St. Petersburg Times in St. Petersburg, Florida, and The Sarasota Herald-Tribune in Sarasota, Florida. [top] |
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Robert D. McTeer, JrDistinguished Fellow, National Center for Policy Analysis (NCPA)Robert D. McTeer is a Distinguished Fellow at the National Center for Policy Analysis (NCPA), covering macroeconomic issues, including monetary policy, fiscal policy, tax and education policy. NCPA is a nonprofit, nonpartisan market-oriented public policy institute headquartered in Dallas, Texas, with offices in Washington, D.C. Prior to joining the NCPA in January 2007, McTeer was Chancellor of the Texas A&M University System from November 4, 2004 through November 22, 2006. The Texas A&M University System is composed of nine universities, seven state agencies and a statewide health science center. Before becoming Chancellor of the Texas A&M University System, McTeer had a 36-year career with the Federal Reserve System, including 14 years as President of the Federal Reserve Bank of Dallas and member of the Federal Open Market Committee (FOMC). While at the Federal Reserve Bank of Richmond in the 1970s, McTeer taught economics as an adjunct faculty member at the University of Richmond and Virginia Commonwealth University. While he ran the Richmond Fed’s Baltimore Branch in the 1980s, McTeer taught two classes per semester in the evening program of The Johns Hopkins University. [top] |
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John W. SnowFormer Secretary of the Treasury, United States of AmericaPresident George W. Bush nominated John W. Snow to be the 73rd Secretary of the Treasury on January 13, 2003. The United States Senate unanimously confirmed Snow to the position on January 30, 2003 and he was sworn into office on February 3, 2003. As Secretary of the Treasury, Snow worked closely with President Bush on a broad array of economy policy issues. Before coming to Treasury, Snow was Chairman and Chief Executive Officer of CSX Corporation, where he successfully guided the global transportation company through a period of tremendous change. During Snow’s twenty years at CSX, he led the Corporation to refocus on its core railroad business, dramatically reduce injuries and train accidents, and improve its financial performance. Snow’s previous public service includes having served at the Department of Transportation as Administrator of the National Highway Traffic Safety Administration, Deputy Undersecretary, Assistant Secretary for the Governmental Affairs, and Deputy Assistant Secretary for Policy, Plans and International Affairs. Snow served as Chairman of the Business Roundtable, the foremost business policy group comprised of 250 Chief Executive Officers of the nation's largest companies. During his tenure as Chairman from 1994 through 1996, Snow played a major role in supporting passage of the North American Free Trade Agreement and working on the deficit reduction agreement. [top] |
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John P. SurmaChairman & CEO, United States Steel CorporationJohn P. Surma began his career with Waterhouse LLP in 1976, and in 1981 he served in the Manchester, England office of the Price Waterhouse United Kingdom firm. In 1987, he was admitted to the partnership. In 1983, Surma participated in the President’s Executive Exchange Program in Washington, D.C., where he served as Executive Staff Assistant to the Vice Chairman of the Federal Reserve Board. In 1997, Surma joined Marathon Oil Company as Senior Vice President, Finance & Accounting. He was appointed President, Speedway SuperAmerica LLC in 1998, and Senior Vice President, Supply & Transportation for Marathon Ashland Petroleum LLC (MAP) in 2000. He was named President of MAP on January 1, 2001. Effective with the separation from USX Corporation, he became Vice Chairman and Chief Financial Officer of United States Steel Corporation on January 1, 2002. He was named President in March 2003, and President and Chief Operating Officer in June 2003. He was elected President and Chief Executive Officer in 2004, and Chairman of the Board of Directors and Chief Executive Officer in February 2006. Surma is a member of the Board of Directors of The Bank of New York Mellon Corporation and Calgon Carbon Corporation. [top] |
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Gary ThayerSenior Economist, Wachovia SecuritiesGary Thayer is a Director and Senior Economist at Wachovia Securities. Prior to the merger of AG Edwards and Wachovia Securities in October 2007, Thayer was a Vice President and Chief Economist of AG Edwards for more than eight years. He was also the Vice Chairman of the firm’s Investment Strategy Committee. Thayer joined AG Edwards in 1986 as a foreign currency, energy and interest rate futures analyst. Before joining AG Edwards, he was a portfolio manager and bond trader at a major Midwest bank and earlier served as a market analyst at a commodity brokerage firm in St. Louis. Thayer uses quantitative methods to analyze economic growth, interest rates, exchange rates and stock market activity. He offers analysis to the firm’s retail financial advisors and their clients. In addition, Thayer’s input is used to help determine areas of focus for long-term investment portfolios as well as asset allocation guidelines for the firm’s clients. [top] |
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Durmus YilmazGovernor, Central Bank of the Republic of TurkeyBorn in the western Anatolian city of Uşak in 1947, Durmuş Yılmaz obtained a B.A. degree at Cass Business School in London, UK and received his M.A. degree from the University College, London. Yılmaz joined the Central Bank of Turkey in 1980 and started to work in the Foreign Debt Rescheduling Division. Then he served in the area of Exchange Rates and Reserve Management. He was promoted to the post of Deputy Director of Foreign Exchange Transactions Division in 1993, Director of Interbank Money Market Division in 1995, and Director of Balance of Payments Division in 1996. Yılmaz became Deputy Executive Director of the Markets Department in 1996 and was responsible for the Foreign Exchange Risk Management, Credits, Foreign Exchange and FX Banknotes Markets and Open Market Operations. He was appointed Executive Director of the Workers’ Remittances (Non-Resident FX Deposits) Department in 2002. Yılmaz became Member of the Board on May 1, 2003, and re-elected to this position in April 2006. Yılmaz was appointed Governor of the Central Bank of the Republic of Turkey on April 18, 2006 following the approval of President Ahmet Necdet Sezer. [top] |