Thomas J. Dorsey is President and co-founder of Dorsey, Wright & Associates (DWA). He holds a B.S. in business administration and a B.S. in economics from Virginia Commonwealth University. Mr. Dorsey is the author of various books that include Point & Figure Charting: The Essential Applications For Forecasting and Tracking The Markets (John Wiley & Sons); Thriving As A Stockbroker In the 21st Century (Bloomberg Press); Tom Dorsey's Trading Tips: A Playbook for Stock Market Success (Bloomberg Press) and Point & Figure Charting The Second Edition (John Wiley). Mr. Dorsey has also had various articles published in The Wall Street Journal, Barron's, Fortune, Bloomberg Personal, Futures, and Technical Analysis of Stocks & Commodities. As a speaker, Mr. Dorsey frequently holds technical analysis seminars and speeches around the world. His list of awards include Alumni of the Year 2000 Virginia Commonwealth University; Citizens Community Award from Governor Charles Robb; Runner-up Ernst & Young Entrepreneur Of The Year Award 1999; Runner-up Best Small Business of Richmond Va. and the Business Leadership Award from Virginia Military Institute. In addition, Mr. Dorsey has been a regular monthly guest on CNBC Taking Stock Program, Bloomberg Television Station and Bloomberg Radio Station, TFNN Radio, Yahoo Finance Vision TV program as well as DWA TV. He has also appeared on NBC Today Show.
Gail Dudack, Managing Director, Dudack Research Group
Gail M. Dudack is a Managing Director of Dudack Research Group (DRG), a
division of Midwood Securities Inc., an independent institutional
research firm that provides economic, fundamental, quantitative, and
technical strategy and tools to institutional money managers. Prior to forming DRG, Gail was the Managing Director of Research and the Chief
Investment Strategist for SunGard Institutional Brokerage Inc. and the
Chief US Investment Strategist for UBS AG and its predecessor S.G.
Warburg PLC. She began her career at Pershing & Co., which became a
division of Donaldson, Lufkin & Jenrette.
Gail is a frequent guest on CNBC, PBS's “Nightly Business Report,” Bloomberg TV, and a popular speaker at many business forums. She is a past President of the Market Technicians Association (MTA), a founding member of the International Federation of Technical Analysts, Chair Emeritus of the Securities
Industry Association's Institute, a past arbitrator for FINRA, and an
ex-member of the Department of Labor's Business Research Advisory
Council (BRAC) for consumer and producer price indices.
Gail received an MTA award for best price analysis and market forecasting in 1997, a Special Achievement Award from Skidmore College in June 2001, and is
featured in the book Bull! A History of the Boom, 1982-1999 by Maggie
Mahar (Harpur Business 2003). She earned the Chartered Market Technician
(CMT) designation in 1990.
Professor Samuel L. Hayes, Harvard Business School
Samuel L. Hayes holds the Jacob H. Schiff Chair in Investment Banking, at the Harvard Business School, Emeritus. He received a B.A. in Political Science at Swarthmore College in 1957 and an MBA (with Distinction) and D.B.A. from Harvard Business School in 1961 and 1966, respectively. Professor Hayes' research has focused on the capital markets and on the corporate interface with the securities markets. He has written numerous articles on related topics in journals such as the Harvard Business Review, The Accounting Review, the Financial Analysis Journal, The Economic Review, and Financial Management, and has contributed chapters to a number of books. Professor Hayes is the co-author or editor of seven books, including Competition in the Investment Banking Industry (Harvard University Press, 1983), Investment Banking and Diligence (Harvard Business School Press, 1986), Wall Street and Regulation (Harvard Business School Press, 1987), Investment Banking: A Tale of Three Cities (Harvard Business School Press, 1990), Managing Financial Institutions (The Dryden Press/HBJ, 1992), Financial Services: Perspectives and Challenges (Harvard Business School Press, 1993), and Islamic Law and Finance: Religion, Risk, and Return (Kluwer Press, 1997). Professor Hayes has consulted for a number of corporations, financial institutions, and government agencies, including the Justice Department, the Treasury Department, the Federal Trade Commission, and the Securities and Exchange Commission. For twelve years, he was Chairman of the Finance Advisory Board of the Commonwealth of Massachusetts. He now serves on the Board of Managers of Swarthmore College, the Board of Trustees of the New England Conservatory of Music, and also serves on a number of corporate boards.
Professor Roger Ibbotson of Yale University, chairman and founder of Ibbotson Associates
Roger Ibbotson is Professor in the Practice of Finance at the Yale University School of Management. An expert on capital market returns, cost of capital, and international investing, Professor Ibbotson is the author of numerous books and articles, including the annual Stocks, Bonds, Bills and Inflation Yearbook, and the co-author of Global Investing. He is Chairman and Founder of Ibbotson Associates in Chicago, New York, and Tokyo, which provides consulting services, software, data, and financial publishing for financial institutions and investment advisers. Professor Ibbotson has received many awards for his work in economics and finance, including the AIMR's James R. Vertin Award in 2001 and the Distinguished Service Award in the Field of Economics in 1986. He is also a member of the Indiana University Academy of Alumni Fellows. Professor Ibbotson received his B.S. from Purdue University, his M.B.A. from Indiana University, and his Ph.D. from the University of Chicago.
Alexandra Lebenthal
Alexandra Lebenthal is the President and CEO of Alexandra & James Inc. The company was formed in partnership with Israel Discount Bank of New York in 2006 and focuses on financial services and wealth management.
Ms. Lebenthal comes from a storied Wall Street family. Her grandparents, Louis and Sayra Lebenthal, founded Lebenthal & Co., Inc, a municipal bond specialist, in 1925. Her grandmother worked until age 93. She joined Lebenthal in 1988 and became President and CEO in 1995 at the age of 31.
As a recognizable woman on Wall Street, Ms. Lebenthal is a frequent commentator on television and makes regular appearances on CNBC, CNN-FN, and The Fox Network .
Ms. Lebenthal is a member The Committee of 200, the leading organization for female businesswomen. A passionate supporter of women in business, in 1999 she was named one of New York’s 100 most influential women by Crain’s New York Business.
She is also the Co-founder and a current board member of “The Women’s Executive Circle,” a group of high-profile Jewish Women that mentor other women under the auspices of United Jewish Appeal.
A graduate of Princeton University, Ms. Lebenthal lives in New York City with her husband, Jay Diamond and their children, Benjamin, Charlotte and Eleanor.
Dwight P. Robinson, Senior Vice President, Corporate Relations, Freddie Mac
Dwight P. Robinson is Senior Vice President of Corporate Relations at Freddie Mac, overseeing Industry Relations, Corporate Communications, and Community Relations. Freddie Mac is a stockholder-owned corporation chartered by Congress in 1970 to create a continuous flow of funds to mortgage lenders. By supplying lenders with money to make mortgages and packaging the mortgages into marketable securities, Freddie Mac sustains a stable mortgage credit system and reduces the mortgage rates paid by homebuyers. Mr. Robinson began his career at the Michigan State Housing Development authority. He first joined Freddie Mac 12 years ago, as Director of Expanding Markets. He later became President of Ginnie Mae, and subsequently was appointed Deputy Secretary of the U.S. Department of Housing and Urban Development. Mr. Robinson returned to Freddie Mac in 1998 to act as Vice President of Industry Relations, where he was responsible for coordinating the corporation's relationships with trade associations and other key industry groups and for developing strategies on issues of importance to the housing finance industry. A graduate of Michigan State University with a B.S. in urban planning and community development, Mr. Robinson also attended graduate school at Central Michigan University.
Jeffrey Rosensweig, Associate Dean for Corporate Relations, Goizueta Business School, Emory University
Jeffrey A. Rosensweig is the Associate Dean for Corporate Relations at the Goizueta Business School of Emory University. An international business and finance professor, his research, teaching, and consulting focus is business in the global economy. He also specializes in financial, macroeconomic, and business forecasting. Dr. Rosensweig directs the Global Perspectives Program at Emory’s business school and is Chairman of the university’s Center for Ethics in Public Policy and the Professions. He also serves on the faculty of SIA's Securities Industry Institute at the Wharton School. A frequent keynote speaker on topics related to global strategy and economic trends, Dr. Rosensweig is frequently quoted in the national business press. He has appeared nationally on ABC World News Tonight and Good Morning America, the NBC Today Show, NBC Nightly News, and often appears live on CNN and CNN International. He has published numerous papers in academic and business publications, and authored the acclaimed book, Winning the Global Game: A Strategy for Linking People and Profits. Dr. Rosensweig was recently elected to the Council on Foreign Relations. Dr. Rosensweig received his M.A. and B.A. in economics (summa cum laude) from Yale University and a Ph.D. in economics from Massachusetts Institute of Technology. Further, he received a master's degree in philosophy, politics, and economics as a result of two years of study at Oxford University as a Marshall Scholar.
Anthony Santomero, Federal Reserve Bank of Philadelphia
Anthony M. Santomero is the ninth President of the Federal Reserve Bank of Philadelphia. Prior to joining the Federal Reserve, Dr. Santomero taught for 28 years at the Wharton School, where he was the Richard K. Mellon Professor of Finance. Also during his tenure there, he served in numerous managerial positions, including co-Chairman of the Finance Department, and Director of the Wharton Financial Institutions Center. A leading authority on financial risk management and financial structure, Dr. Santomero has been a consultant to major financial institutions and Regulation throughout North America, Europe and the Far East. His studies into the effects of capital regulation have influenced the way regulators around the world control the industry, and his examination of risk management systems continues to lead to new approaches and techniques. He has written more than 100 articles, books and monographs on financial sector regulation and economic performance. His two most recent books are Financial Markets, Instruments, and Institutions, co-authored with David Babbel, and Changes in the Life Insurance Industry: Efficiency, Technology, and Risk Management with J. David Cummins. Dr. Santomero holds an B.A. in economics from Fordham University, a Ph.D. in economics from Brown University, and an honorary degree from the Stockholm School of Economics.
Jeremy Siegel, The Wharton School
Jeremy Siegel is the Russell E. Palmer Professor of Finance at The Wharton School of the University of Pennsylvania, where he joined the faculty in 1976. He graduated from Columbia University in 1967, received his Ph.D. in Economics from the Massachusetts Institute of Technology in 1971, and spent one year as a National Science Foundation Post-Doctoral Fellow at Harvard University. Prof. Siegel has written and lectured extensively about the economy and financial markets, has appeared on CNN, CNBC, and Wall $treet Week, and has been quoted extensively in the financial media. He served for 15 years as head of economics training at JP Morgan and is currently the academic director of the U.S. Securities Industry Institute. Prof. Siegel is the author of numerous professional articles and two books. His latest, Stocks for the Long Run, was named by Business Week magazine as one of the top ten business books published in 1994 and by James Glassman of the Washington Post as one of the ten best investment books of all time. A third expanded edition of Stocks for the Long Run will be published in 2002. Prof. Siegel has received many awards and citations for his research and excellence in teaching. In 1994 Professor Siegel received the highest teaching rating in a worldwide ranking of business school professors conducted by Business Week magazine.
Sam Stovall, Chief Investment Strategist, Standard & Poor's
Sam Stovall is Chief Investment Strategist at Standard & Poor’s, serving as analyst, publisher, and communicator of Standard & Poor’s outlooks for the economy, market, sectors, and stocks. He is a member of the S&P Investment Policy Committee, where he focuses on market history and valuations, as well as sector and industry recommendations. Mr. Stovall is also the author of The Standard & Poor’s Guide to Sector Investing and “Stovall’s Sector Watch,” a page on BusinessWeek Online that identifies sector top-outs and turnarounds. Mr. Stovall joined Standard & Poor’s in April 1989. Prior to S&P, he served as Editor In Chief at Argus Research, an independent investment research firm in New York City. Sam Stovall received an M.B.A. in Finance from New York University and a B.A. in History/Education from Muhlenberg College, in Allentown, Pa. He is also a Certified Financial Planner.
Louise Yamada, Managing Director, Louise Yamada Associates
Louise Yamada
is Managing Director of Louise Yamada Associates, founded October 2005. Louise was Managing Director and Head of Technical Research for Smith Barney (Citigroup). Louise is a perennial leader in the Institutional Investor poll and was the top-ranked market technician in 2001, 2002, 2003, and 2004.
At Smith Barney for 25 years, Louise authored a weekly flagship report "Market Interpretations". It was here in 1999-2000 that she identified the developing structural bear market and the technology decline, the lift in gold in 2001, the small and mid-cap outperformance leadership in 2002, the emerging structural Energy bull in 2003, a multi-year low interest rate trading range environment, and other major 20 plus-year structural shifts taking place into 2005.
Additionally, Louise penned several notable reports, including "Bull Market Extension: There is Historic Precedent" (1994) and "New Horizons for the 21st Century" (1996). She is also the author of Market Magic, published by John Wiley & Sons and reviewed as "a monumental book, one that all serious and professional investors should read."
Louise is a Chartered Market Technician and a member of the Market Technicians Association, the American Association of Professional Technical Analysts, the Financial Women’s Association, and the New York Society of Security Analysts. She appears frequently on Bloomberg, CNBC, and in other media. Louise received a B.A. from Vassar College and an M.S. from Bank Street College of Education.
