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Michael Mauboussin: explains how to “Untangle Skill and Luck in Business, Sports, and Investing.” (He is author of The Success Equation, Managing Director and head of Global Financial Strategies at Credit Suisse, and Adjunct Professor of finance at the Columbia University Business School.
Art Cashin, UBS Art Cashin has been working the floor of the NYSE for over 40 years. Well known to CNBC viewers for his pithy updates, Art is one of the finest raconteurs you will ever hear. Many of my favorite Wall Street tales trace back to Art. I look forward to sitting down with him for a fascinating fireside chat.
Jack Brennan, Chairman, Vanguard: Jack was CEO of Vanguard, helping to build the firm to over $1.2 trillion in assets. He is now Chairman, and will discuss the state of Wall Street as it affects the average investor. There are not more than 3 people in the world as knowledgeable about this subject as Jack is.
Stephanie Pomboy, Macro Mavens: one of the most respected economists in finance, her clients include billionaires, government agencies, and major corporations. Randall Forsyth, editor-in-chief of Barron’s, sits down with Stephanie to discuss the state of the economy.
James O’Shaughnessy, OSAM: One of the best known Quants on the street, Jim spoke at the 2012 conference, surprising everyone with his explanation as to why equities were undervalued and poised to rally. He was dead on, and I look forward to his analysis this year.
Josh Brown, Ritholtz Wealth Management: Josh has become well known to investors as one of the few people to listen to on CNBC. His insight and wit make his investing commentary a delight to read. Josh is moderating a panel of Market Strategists, including Art Hogan of Lazard Capital, Jeffrey Kleintop, LPL Financial and Dan Greenhaus, BTIG.Mike Santoli, Yahoo Finance: Longtime market watcher is moderating called The Big Shrink: The New Realities of Wall Street for Capital Markets, Securities Research and Investors.
The financial crisis, ensuing regulatory pressure and constant technological shocks have stressed the old business models of brokerage firms, asset managers, exchanges and investment banks. These veteran Wall Street professionals will offer an historical perspective on the business and discuss what the new realities mean for the capital markets, securities research and investors.
Mike's panelists will be Mark Boyar, Robert Matthews and Richard Repetto.
Mark A. Boyar, President of Boyar Asset Management, Inc. a Registered Investment Adviser has worked as a securities analyst since 1968. He began actively managing money in 1975 and formed Boyar Asset Management in 1983. In October 1987 a group headed by Mark A. Boyar acquired control of American Corporate Ltd., a closed end fund listed on the Sydney Stock Exchange, which was trading at a deep discount to its net asset value. Five years later he liquidated the fund at a premium to net asset value. In May 1998, Mr. Boyar launched his first mutual fund, The Boyar Value Fund (BOYAX). In addition, Mr. Boyar has published a monthly research report since 1975 entitled Asset Analysis Focus (AAF). This publication (which is currently published by Boyar’s Intrinsic Value Research LLC.) identifies and evaluates companies Mr. Boyar feels are intrinsically undervalued.
Since joining Fieldpoint Private in 2010, Mr. Matthews has led the firm to wealth management asset growth of over 300%, and status as one of the most-watched new players in wealth management. Prior to joining Fieldpoint Private, he led Citigroup's Global Wealth Advisory Services, where he was responsible for a $120 billion balance sheet and served as a member of the firm's Executive Committee. There, he oversaw a global team of thousands of professionals, responsible for Global Lending, Global Wealth Planning, Financial Planning Services, Executive Financial Services, Domestic and International Trust and Middle Market Investment Banking.
Prior to his Global Wealth Advisory Services role, Mr. Matthews served in a series of positions for Smith Barney, including Divisional Manager for the Northeast Division, Regional Director for New England, and Branch Office Manager. He began his career as a Financial Advisor in 1981.
Richard Repetto is a Principal of Sandler O’Neill + Partners, L.P. His research coverage includes the eBrokerage, Execution Venues and eSpecialty Finance Sectors. Mr. Repetto has received numerous accolades for his equity research. He has earned numerous industry awards, including Analyst of the Year in 2010 by Financial Times/Starmine.
Mr. Repetto was previously a Managing Director at Putnam Lovell NBF. This position followed his work at Lehman Brothers, where he established the firm’s research coverage of the Internet Financial Services Sector. Mr. Repetto holds a B.S. in General Engineering from the United States Military Academy, and an MBA in Finance from the Wharton School of the University of Pennsylvania. He holds the Chartered Financial Analyst designation.