The CQA Institute program will feature the many guest speakers from various professions.
While the faculty will be focused on specific investment topics and lectures, the guest speakers will cover a variety of topics relative to professional development.
Sample topics include:
- Public Speaking
Speaker, Consultant & Leading Business Development Coach for Professional Service Firms.
Dennis is a business development advisor and executive coach to leaders and practitioners in professional service firms. Dennis has provided proven tools and processes for achieving objectives, sales leadership, client service, strategic account management and business development through customized workshops and ongoing coaching programs. Dennis is a former Managing Director at PWC.
Keith Brown is a world-class magician, public speaker, and entertainer.
For the last 15 years, he has been in demand across the globe at corporate functions, private parties, and educational institutions. Keith has shared his magic across Canada, the United States, Argentina, Costa Rica, Peru, France, Italy, Belgium, Sweden, Norway, the Czech Republic, Switzerland, Holland, and Finland. He has performed in every environment from beautiful theatres, corporate offices, and conferences, on TV, Stanley Cup parties, and even cruise ships sailing the Mediterranean. In 2013, Keith was chosen as Toronto’s Best Magician… and he’s not even from Toronto! He also received the “People’s Choice” award the same year. He recently spoke at TEDx about Magical Thinking and how magicians approach creativity. Keith Brown holds a double major in Dramatic Art and Communication Media & Film from the University of Windsor. He spent the third year of his undergrad studying abroad in Sweden at Jönköping University. Keith has formally studied magic with the world leading practitioners and has taught many up-and-coming magicians at Canada’s Premier Magic Camp Sorcerers Safari. When he’s not entertaining at corporate or private events, or when he’s not touring his award-winning show across North America to sold-out houses or rave reviews, Keith trains MBA students and business executives in effective communication and high-impact presentational skills.
Bob Jones, CFA
Bob is the CIO and Chairman of System Two Advisors, where he focuses on design and implementation of the investment process.
Prior to founding System Two, he founded the Global Quantitative Equity Group at Goldman Sachs Asset Management in 1989, which he ran until his retirement from GS as a partner in 2010. Prior to joining GSAM, Bob was a quantitative analyst at Brignoli Models, Lehman Brothers, and in the Global Investment Research department at Goldman Sachs. He graduated with a BA in American Civilization from Brown University in 1978, and an MBA in Finance from the University of Michigan in 1980. Bob has written many articles on investing for major publications, including The Financial Analysts Journal, The Journal of Investing, and The Journal of Portfolio Management. He has also contributed chapters to many books, including Modern Investment Management: An Equilibrium Approach. Mr. Jones is on the Investment Advisory Board at the University of Michigan, and is a member and Past President of the Society of Quantitative Analysts (SQA)
Melissa Brown, CFA
As Senior Director of Applied Research, Melissa Brown generates unique insights into risk trends by consolidating and analyzing the vast amount of data on market and portfolio risk maintained by Axioma.
Brown’s perspectives help both clients and prospects to better understand and adapt to the constantly changing risk environment. As author of Axioma Insight: Quarterly Risk Review, Brown reports on the state of risk in publicly traded equity markets around the globe. In addition, Brown produces periodic special reports on a broad range of topics of interest to investors and asset owners. Brown is a frequent speaker on the subject of market risk and is often quoted by the financial media. Prior to joining Axioma in 2011, Brown was Managing Director and head of the institutional business at Wintrust Capital Management. Before that she spent 10 years at Goldman Sachs Asset Management, most recently as a Partner in the Quantitative Investment Strategies (QIS) Group. At Goldman Sachs Asset Management, Brown worked closely with clients as the senior portfolio manager for GSAM’s US Equity Strategy, before becoming co-head of Client Portfolio Management in the QIS Group. She was previously Director of Quantitative Research at Prudential Securities, where among other things she popularized the idea of the “cockroach theory” of earnings surprise and appeared on Institutional Investor’s “All-Star” list for 10 straight years. Brown is a Chartered Financial Analyst. She holds a BS in economics from The Wharton School of the University of Pennsylvania, and an MBA in finance from New York University.
An FBI Agent for 27 years Andrew Bringuel is a thought leader & Balance Agent available for lectures, training, and consultations.
An author, supervisor, program manager, researcher, instructor, policy writer, with extensive investigative experience in criminal and intelligence matters. A veteran of the FBI’s Behavioral Science Unit his proven methods will help you understand human motivation, cognition, and behavior whether you want to improve your analytic skills, improve relationships, or understand terrorist motivation. Mr. Bringuel’s evidence-based approaches will improve your ROI. Mr. Bringuel mixes academic theory with practical application in a challenging & fun learning environment. His methods will help you influence and sway behavior while creating pro-social environments promoting behavior with positive intent. Mr. Bringuel established the Terrorism Research and Analysis Program in 2005, and the Behavioral Informatics Technology Studies (BITS) program in 2012 producing two field tested analytic tools. He is a published author, links to publications are on his profile. An experienced researcher he researched insider threats with Carnegie Mellon and as the Program Manager of the BITS studied motives of cyber hackers and studied innovation as a member of the FBI’s Futures Working Group. He taught 8,500+ FBI Agents/Analysts, 3,000+ police, military & Intel officers as well as over 1,000 private/public sector partners. He is a sought-after lecturer on topics including terrorist threat indicators, ethics, leadership, negotiations, psychology of intelligence analysis, conflict resolution, crisis management, resiliency, human factors in security, emerging technologies, relational policing processes, human intelligence, and motivation/cognition.
Frederick W. Herrmann, CFA
As the Managing Director of Public Equities at the New York State Teachers’ Retirement System (NYSTRS), Mr. Herrmann is responsible for the domestic and international public equity portion of NYSTRS’ portfolio.
He oversees internal portfolio management, trade execution and the hiring and monitoring of external public equity managers. He is a voting member of NYSTRS’ Internal Investment Committee. Prior to joining NYSTRS in 2011, Mr. Herrmann was managing director and co-head of BlackRock’s active quantitative Equity team responsible for a variety of domestic and international quantitatively driven equity strategies. Prior to joining BlackRock in 2003, he served as managing director, portfolio manager and co-head of the Quantitative Equities Group at Weiss, Peck & Greer in New York. Mr. Herrmann earned a bachelor’s degree with a major in accounting from Wilkes University and master’s degree from Seton Hall University. He is a CFA charter holder and a CPA. NYSTRS is one of the 30 largest retirement funds in the world and one of the 10 largest in the nation, it has more than 430,000 members and assets greater than $100 billion.
Pankaj Patel, CFA
Pankaj Patel is a Managing Director, Head of Quantitative Research and Co-Manager of Investment Advisory Business.
Pankaj has been named to Institutional Investor’s All America Research Team in most years since 2003. In addition to being ranked in Quantitative Research, he has also been ranked in Small Cap Strategy and Derivatives. He provides high quality, in-depth research using fundamental, macro-economic and technical signals to help institutional investors in their investment process. Prior to joining Cirrus Research, Pankaj was Global Head of Quantitative Research and Small Cap Research at Evercore ISI and Credit Suisse for more than 15 years. Before joining Credit Suisse he was a Portfolio Manager at Weiss Peck & Greer, where he helped manage $1.5 billion using quantitative models. Prior to that role, he worked at General Electric in various positions starting from Corporate Audit Staff. Pankaj holds the CFA designation and received his MBA from Rensselaer Polytechnic Institute and Bachelors in Mechanical Engineering from the Gujarat University, India.
Ed Keon is a Managing Director and Portfolio Manager for QMA, as well as a member of the asset allocation team.
He leads a team of portfolio managers who manage a diverse mix of asset allocation funds encompassing US International and Emerging Markets stocks and bonds as well as real estate, commodities, volatility and other asset classes. Ed has also served as Chief Investment Strategist and Director of Quantitative Research at Prudential Equity Group, LLC, and he was a Senior Vice President at I/B/E/S International Inc. Ed is a member of the Board of Directors of the Chicago Quantitative Alliance where he heads the committee to develop Sound Practices in Quantitative Investment Management. Ed appears regularly on CNBC’s Squawk Box as well as other media outlets. He graduated summa cum laude with a BS in industrial management from the University of Massachusetts/Lowell and an MBA in Finance and Marketing from the Sloan School of Management at the Massachusetts Institute of Technolo
Mr. diBartolomeo is President and founder of Northfield Information Services, Inc. Based in Boston since 1986, Northfield develops quantitative models of financial markets.
He sits on boards of numerous industry organizations include IAQF and CQA, and is a director and past president of the Boston Economic Club. His publication record includes thirty books, book chapters and research journal articles. In addition, Dan had an extensive tenure as a Visiting Professor at Brunel University. He has been admitted as an expert witness in litigation matters regarding investment management practices and derivatives in both US federal and state courts.