Photo credit: Colonial Williamsburg Foundation

2010 Annual Conference
Williamsburg, Virginia
August 22 - 25, 2010


 
Welcome
Register
Agenda
Accommodations
Travel
Guest Program

 

Speaker Spotlight

 


Greg Allen photo
Gregory C. Allen, President and Director of Research, is responsible for overseeing Callan’s Fund Sponsor Consulting Group, the Trust Advisory Group, and all of the firm’s research groups which include: Global Manager Research, Alternative Investment Research, Capital Market Research, Database, Client Report Services, and Operations. Greg is also a member of Callan’s Management Committee, the Alternatives Review Committee, and the Client Policy Review Committee. He is also a member of the Investment Committee which has oversight responsibility for all of Callan’s discretionary multi-manager solutions. Mr. Allen joined the San Francisco Office of Callan Associates in 1988 as an analyst in the Capital Markets Research Group where he focused on capital market research, quantitative analysis, product development, and asset allocation liability analysis. After holding several other positions with the firm, he was promoted to the role of president in 2007.


Joseph Besecker photo
Joseph E. Besecker is Chairman, President and CEO of Emerald Asset Management, Inc., which he founded in 1991. He has over twenty years experience in the money management business, starting his career as an investment professional with Merrill Lynch and E. F. Hutton. Mr. Besecker has been a key investor and provided expertise to a number of early-stage venture capital projects. He was an initial investor and provided advisory support to BlackLight Power, Inc., The Investor Broadcast Network, and Auction Inn. He has been recognized for his achievements in the venture capital community with nominations as a finalist of both the Ernst & Young Entrepreneur of the Year Award and Enterprise Entrepreneur of the Year Award. Mr. Besecker has received national recognition for his work as an investment analyst, and appears frequently in the national financial media.


Lowell Catlett photo
Lowell Catlett is a Regent's Professor in Agricultural Economics and Agricultural Business and Extension Economics and the Dean of the College of Agriculture and Home Economics at New Mexico State University. In his presentation, The Economic Behemoth, he will address how, despite dire warnings for the last 18 months about recession and economic collapse, the U.S. economy has chugged along, albeit slowly. Hear about what got us here as well as Dr. Catlett’s forecast concerning sectors that will grow and those that will become obsolete in an economy that is labeled by many as “too big to fail,” but one that is certainly not “too big to radically change.” This presentation focuses on the importance of viewing emotional market issues on a more fundamental, factual basis which essentially is this—it may seem bad, and it certainly is unpleasant but, historically, the markets have weathered worse and will emerge stronger for having gone through the purge.


Jeanna Cullins photo
Jeanna Cullins joined EnnisKnupp in September 2008. She is the practice co leader for the firm’s Fiduciary Service practice.  Ms. Cullins has over 20 years of pension fund experience across a wide range of fiduciary, governance, investment, and pension fund operational matters. Prior to joining the EnnisKnupp she served as Managing Director and Operational Review Practice Leader at Independent Fiduciary Services. During her 10-year tenure at IFS, Ms. Cullins worked on more than 30 operational reviews (a.k.a. fiduciary audits), advising the leadership of some of the largest pension funds in the country to develop effective, efficient, practical ways to enhance their operations. She served as Executive Director to the District of Columbia Retirement Board from 1993 to 1997, and as the Board’s General Counsel from 1985 to 1993.


DJ Gribbin photo
D.J. Gribbin is Managing Director with Macquarie Capital in Washington, D.C. Prior to joining Macquarie in 2006, he served as Chief Counsel for the Federal Highway Administration, where he worked with state and local government transportation attorneys and other customers to enhance their understanding of federal laws and procedures relating to highway transportation. Mr. Gribbin's tenure at FHWA was characterized by a focus on advancing PPPs. Prior to joining FHWA, he served as the Director of Public Sector Business Development at Koch Industries. In that role, he worked with state leaders to develop public-private transportation ventures. In addition, he worked on a policy level with Congress and the Administration to make it easier for states to use innovative financing and contracting techniques when building highways.


Martin J Gruenberg photo
Martin J. Gruenberg was sworn in as Vice Chairman of the Federal Deposit Insurance Corporation Board of Directors on August 22, 2005. Mr. Gruenberg joined the FDIC Board after broad congressional experience in the financial services and regulatory areas. He served as Senior Counsel to Senator Paul S. Sarbanes on the staff of the Senate Committee on Banking, Housing, and Urban Affairs from 1993 to 2005.  Mr. Gruenberg advised the senator on issues of domestic and international financial regulation, monetary policy and trade. He also served as Staff Director of the Banking Committee’s Subcommittee on International Finance and Monetary Policy from 1987 to 1992. On November 2, 2007, Mr. Gruenberg was named Chairman of the Executive Council and President of the International Association of Deposit Insurers.


Alan Krueger photo
Alan B. Krueger was confirmed by the U.S. Senate as Assistant Secretary for Economic Policy of the Treasury Department on May 6th, 2009.  He advises the Secretary on all aspects of economic policy, including current and prospective macroeconomic developments and the development and analysis of the Administration’s economic policy initiatives.  He is currently on leave from Princeton University, where he is the Bendheim Professor of Economics and Public Affairs at Princeton University.  He has held a joint appointment in the Economics Department and the Woodrow Wilson School at Princeton since 1987.


Rumi Masih, Managing Director, is the Head of the Strategic Investment Advisory Group with JP Morgan. An employee since 2007, Mr. Masih previously spent 10 years at Goldman Sachs. He was the global econometrician for both the Global Economics Research Group and the Quantitative Equity Strategy Group, where he was responsible for developing various quantitative models and supporting Goldman Sachs trading and strategy research. He also developed tailor-made products and performed bespoke services for key quantitative institutional equity and fixed income clients. Prior to joining Goldman Sachs, Mr. Masih worked in several government research departments in Australia for over a decade.


Amy Walter photo
Amy Walter is one of the nation's top political forecasters. As the editor-in-chief of The Hotline, Washington's premier daily briefing on American politics, she is the publication's primary voice. Her reliably accurate analysis of the national political environment is featured in her weekly National Journal.com column, "On The Trail." She also serves as a regular contributor to the NewsHour with Jim Lehrer (PBS). Named one of the top-50 journalists by Washingtonian magazine, Walter frequently appears on CNN as a political analyst and has served as a panelist and commentator on Face the Nation (CBS).