2011 - 2012 Speakers

Speaker:

Matthew McLennan is Portfolio Manager of First Eagle Global Fund. Born in Rabaul, Papua New Guinea, Mr. McLennan grew up in Queensland, Australia, received his Bachelor of Commerce with first-class honors from the University of Queensland and holds the Chartered Financial Analyst (CFA) designation. He started his career with Queensland Investment Corporation in 1991, where he subsequently managed over one billion dollars in international equity portfolios. In 1994 Mr. McLennan joined Goldman Sachs in Sydney, where he worked for a year before moving to New York to join Goldman Sachs Asset Management’s (GSAM) U.S. Value Team as a Small Cap Research Analyst.

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Speaker:

Mr. Doe is Founder and CEO of Municipal Market Advisors (MMA), an independent research and strategy firm serving leading participants in the fixed income industry. Founded in 1995, MMA provides consulting services, benchmark data and subscription research reports to a diverse client base of dealers, investors and issuers engaged in the tax-exempt market. MMA also counsels and advises trade associations, US and foreign central banks, regulators and Congressional leaders in order to improve industry operations.

More than 200 media outlets have cited MMA for its definitive, independent
and credible assessment of market conditions and issues as well as its crea-
tive ideas for solutions and improvement.

The firm’s main location is in Concord, MA and has offices in Bradenton, FL,
Chatham, NJ, Westport, CT and Washington, DC.

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Speaker:

Preston Athey is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc., and a small-company portfolio manager in the U.S. Equity Division. He is president of the Small-Cap Value Fund and chairman of the fund’s Investment Advisory Committee. Preston is also a vice president and Investment Advisory Committee member of the Small-Cap Stock Fund.

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Speaker:

Ellen Zentner, Executive Director, is a Senior Desk Economist for the US at Nomura, the global investment bank. She provides in-depth analysis and research on US macro-economic trends and identifies anomalies in market data which signal important economic shifts. Ellen works with the US economics team to monitor and provide forecasts for the US economy. She is also responsible for providing timely and instantaneous updates on market moving indicators to Nomura’s sales and trading desks as well as clients.

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Speaker:

Mark Adelson is Senior Research Fellow at Standard and Poor’s.  He was the former Chief Credit Officer of Standard & Poor's.   He joined S&P in May 2008.

Before joining S&P, Adelson was a founding member of Adelson & Jacob Consulting, LLC.  The firm specialized in the areas of securitization and real estate consulting and operated from July 2007 to May 2008.

Until July 2007, Adelson was a managing director and head of structured finance research at Nomura Securities.  At Nomura he authored numerous reports on a wide variety of securitization topics and worked closely with other members of the fixed income division toward enhancing Nomura's securitization activities.

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Speaker:

Managing Director and Head of Financial Institutions Research Paul Miller is well known in the investment community for providing in-depth, fundamental analysis and investment recommendations on thrifts and mortgage finance companies. Mr. Miller covers large-cap banks, mortgage banking companies, and small-cap thrifts, including Bank of America, Wells Fargo & Co., JPMorgan Chase & Co., PNC Financial Services, and U.S. Bancorp. In 2010, Mr. Miller was named the top overall stock analyst among 2,700 analysts by Forbes.com. He also received the Forbes.com Blue Chip Analyst Award as the leading analyst covering banks & thrifts in 2008, 2009, and 2010; he received the same award for coverage of finance companies in 2009. Mr. Miller was recognized by the Financial Times/StarMine in 2008 and 2009 as the leading earnings estimator in thrifts & mortgage finance. He was also named The Wall Street Journal’s Best on the Street in 2006 and 2007 for coverage of thrifts. In 2008, Bloomberg Markets ranked Mr. Miller No. 1 for Bearish Best Calls from among more than 3,000 analysts worldwide

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