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Mary Ann Bartels is CIO of Portfolio Strategies for Bank of America Merrill Lynch’s Investment Management and Guidance. She is responsible for leading the Portfolio Strategies Desk, ETF strategies, and marketing and communications for IMG’s content platform, product launches and publications. Bartels appears on CNBC and Bloomberg, and is often quoted in such publications as the Wall Street Journal, Financial Times and Barron’s. She has a B.S. and M.A. in economics from Fordham University.
Richard Bernstein is CEO and CIO of Richard Bernstein Advisors. The firm uses a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. He is also an adjunct professor of finance at the NYU/Stern Graduate School of business, and a member of the Journal of Portfolio Management's Advisory Committee. Bernstein holds an MBA in finance from New York University and a B.A. in economics from Hamilton College.
Joshua Brown is CEO of Ritholtz Wealth Management, which helps people align their investments with their financial goals and manage portfolios for them. Our clients include high net worth households, corporations, retirement plans and charitable foundations. For younger investors and those just getting started, we offer the Liftoff automated advisor—a simple, low-cost way to access a professionally managed, customized portfolio.
Stephen Dubner is an award-winning author, journalist and radio and TV personality, best known as co-author of the book “Freakonomics.” He is also the host of the Freakonomics Radio podcast, which gets 5 million downloads a month. “Freakonomics,” published in 2005, was an instant international best-seller and cultural phenomenon. In 2010, a documentary film version of “Freakonomics” was chosen as the closing film of the Tribeca Film Festival. He holds an MFA in writing from Columbia University.
Jeffrey Gundlach is CEO and CIO of DoubleLine. He is recognized as an expert in bond and fixed-income investments. Gundlach's investment strategies have been featured in such publications as the New York Times, the Financial Times, the Wall Street Journal, Barron's, Forbes and Fortune. In 2010, he was named to the SmartMoney Power 30. Gundlach holds a B.A. in mathematics and philosophy from Dartmouth College and attended Yale University as a Ph.D. candidate in mathematics.
John Mauldin is a renowned financial expert, New York Times best-selling author and publisher of Thoughts from the Frontline, a widely read investment newsletter. He is chairman of Mauldin Economics, an economics publishing firm; president of Millennium Wave Advisors, LLC, an investment advisory firm registered with multiple states; and president and a registered principal of Millennium Wave Securities, LLC, a registered broker dealer.
Kevin O’Leary founded a computer software company that was acquired for over $4 billion. He has since appeared on television, becoming a sought-after host and personality on several shows. O’Leary launched O’Leary Funds, an investment fund company; O’Leary Fine Wines; and a best-selling book series on financial literacy. In 2014, he founded O’Leary Financial Group, a group of brands and services that share O’Leary’s guiding principles of honesty, directness, convenience, and great value.
Rob O’Neill is a highly decorated combat veteran. He was a team leader with the Naval Special Warfare Development Group, and is a highly trained Navy SEAL. O’Neill brings his unique expertise to organizations, translating his elite SEAL training into high-impact insights on leadership, decision-making and how to become the “best of the best.” He is now a co-founder of Your Grateful Nation, which provides individualized transition support for Special Operations heroes and their families.
Liz Ann Sonders is SVP and chief investment strategist for Charles Schwab. Her investment strategy responsibilities include market and economic analysis, and investor education. Sonders regularly appears on many programs including PBS NewsHour, CNN and Bloomberg TV & Radio. She is quoted in such financial publications as the Wall Street Journal and the New York Times. Sonders holds a B.A. in economics and political science from the University of Delaware and an MBA from Fordham University.
Mark Yusko is the CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek, Mr. Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Mark received his Bachelor of Science Degree, with Honors, in Biology and Chemistry from the University of Notre Dame and a Masters of Business Administration in Accounting and Finance from the University of Chicago.