Charles I. Plosser

President and CEO, Federal Reserve Bank of Philadelphia

Dr. Charles Plosser is president and chief executive officer of the Federal Reserve Bank of Philadelphia. In his current role, he participates on the Federal Reserve System’s Federal Open Market Committee, which is responsible for conducting our nation’s monetary policy.

Bill Dunkelberg

Professor of Economics at Temple University's School of Business and Management

William Dunkelberg is currently professor of economics at the School of Business and Management, Temple University, where he served as dean from 1987 through 1994 and as director of the Center for the Advancement and Study of Entrepreneurship.

Eric Rosengren

President and CEO of the Federal Reserve Bank of Boston

Eric S. Rosengren became President and Chief Executive Officer of the Federal Reserve Bank of Boston on July 23, 2007. Previously, Rosengren was executive vice president and head of the Bank’s department of supervision, regulation, and credit.

Frank Hatheway

Frank M. Hatheway is Chief Economist of the NASDAQ OMX Group Inc., the world’s largest exchange company, and is responsible for a variety of projects and initiatives to support the markets and improve market structure. Since joining NASDAQ OMX, he has carried out a number of studies on the role of stock markets in the economy, developed NASDAQ’s opening and closing auctions, and advised on major corporate initiative. His current projects include evaluating the impacts of regulatory reform proposals on OTC derivatives and of high frequency trading on equity markets.

Prior to joining NASDAQ OMX, Dr. Hatheway was a finance professor at Penn State University and a researcher in market microstructure. He has authored academic articles in the Journal of Finance, Journal of Financial Intermediation and other leading finance journals. Dr. Hatheway has served as an Economic Fellow and Senior Research Scholar with the U.S. Securities and Exchange Commission and received his Ph.D. in Economics from Princeton University.

Scott Garrett

On January 5, 2011, Congressman Scott Garrett was sworn in to the United States House of Representatives, representing New Jersey’s 5th Congressional District. Since his election to Congress in 2002, Scott has burnished himself with a reputation as a leading advocate of tax relief and pro-growth economic policies, earning him awards and accolades from a number of national taxpayer and small business groups.

As the Vice Chairman of the House Budget Committee, Scott is on the frontline of House Republican efforts to reign in runaway government spending and shrink our country’s ballooning national debt. In addition to his senior position on the Budget Committee, Scott is also the Chairman of the Budget and Spending Task Force for the Republican Study Committee (RSC), which advances conservative solutions to address our country’s fiscal challenges.

A member of the House Financial Services Committee since his election to Congress (Financial Services Bio), Scott has been at the forefront of public policy deliberations dealing with issues related to the financial services industry, developing considerable expertise in areas ranging from securities and finance to insurance and regulatory oversight.

At the beginning of the 112th Congress, Scott was selected to serve as the Chairman of the Financial Services Subcommittee on Capital Market and Government-Sponsored Enterprises. In this role, Scott presides over the subcommittee with jurisdiction over the Securities and Exchange Commission (SEC) and government-sponsored enterprises (GSEs) Fannie Mae and Freddie Mac. In addition, the subcommittee also handles all matters related to capital markets activities such as business capital formation and venture capital, as well as derivative instruments.

As founder and Chairman of the Congressional Constitution Caucus, Scott is highly respected among his House colleagues as an authority on constitutional issues. Founded in 2005, the Constitution Caucus provides an effective forum for education on constitutional principles and discussion on the appropriate limitations of congressional action.

Born Englewood, Scott has spent much of his life living in North Jersey, which has instilled in him a great appreciation for the outdoors. He is a leading proponent of preserving open space and protecting such natural treasures as the Highlands, the Musconetcong River and the Wallkill River National Wildlife Refuge.

Prior to his election to Congress, Scott served in the New Jersey General Assembly from 1990 to 2002, as the senior Assemblyman for the 24th Legislative District, Assistant Majority Leader, and Chairman of the Banking and Insurance Committee. During his tenure, he also served on the Education, Transportation, Agriculture & Natural Resources Committees, as well as the Joint Committee on Public Schools.

Scott earned his Bachelor of Arts degree from Montclair State University and his Juris Doctor from Rutgers School of Law – Camden.

Scott resides in Wantage Township in Sussex County with his wife, Mary Ellen, and their two daughters, Jennifer and Brittany.

Joe Sestak

SESTAK, Joe, a Representative from Pennsylvania; born in Secane, Delaware County, Pa., December 12, 1951; graduated from Cardinal O’Hara High School, Springfield, Pa.; B.S., United States Naval Academy, Annapolis, Md., 1974; M.P.A., Harvard University, Cambridge, Mass., 1980; Ph.D., Harvard University, Cambridge, Mass., 1984; United States Navy, 1974-2005; elected as a Democrat to the One Hundred Tenth and to the succeeding Congress (January 3, 2007-January 3, 2011); not a candidate for reelection to the One Hundred Twelfth Congress, but was an unsuccessful candidate for the United States Senate in 2010.

Peter A. Gold

Principal, TheGoldGroup LLC

In 2007, Peter A. Gold, Esq., a resident of Philadelphia, PA and Phoenix, AZ (former resident of Cherry Hill, NJ) formed TheGoldGroup, LLC, a consultancy to universities, colleges, business, not for profits and others. The Firm visions and advances initiatives centered on identifying and leveraging resources and assets accelerating innovation to marketplace through creation of value driven public-private partnerships and other means.

Vincent Farrell

Prior to joining Soleil Securities, Vince was a Principal at Scotsman, Chairman of Victory Capital Management of Cleveland and Chairman of Victory SBSF Capital Management in New York. He was a founding partner of Spears, Benzak, Salomon & Farrell, which was acquired by KeyCorp in 1995. Vince held a variety of positions in his 23 years at SBSF, including Chief Investment Officer, and he served as the portfolio manager on a number of the firm’s largest client relationships. He is a regular guest on the cable network CNBC as well as other national print and broadcast media.

Prior to joining SBSF, Vince spent nine years at Smith Barney, Inc. as a Vice President-Sales.

Farrell graduated from Princeton University in 1969 and received his M.B.A. from the Iona College Graduate School of Business in 1972.

Farrell is a Vice President and member of the Class Board of Governors for Princeton University – Class of 1969, and is co-Chairman of its Special Gifts Committee. He is also on the Academic Advisory Board for the history Department at Princeton. Vince is actively involved with the Westchester Putnam Special Olympics/Association of Retarded Citizens. He was named to the Hall of Fame at Archbishop Stepinac High School, White Plains, NY in 1998, and was honored by Iona College in 2003 with the Trustees’ Award for Lifetime Achievement. Irish American Magazine named him as one of the 50 most influential Irish Americans in Finance in 2003. He is a Trustee of The Buonoconti Fund to Cure Paralysis.

John D. Rogers

John Rogers joined CFA Institute in January 2009 after more than two decades of global experience as an investment practitioner and executive in the Asia-Pacific region and the United States.

Mr. Rogers worked with Citibank and CIGNA in Japan and Australia prior to joining INVESCO. He served as president and chief investment officer of Invesco Asset Management Ltd., Japan, CEO and Co-Chief Investment Officer of Invesco Global Asset Management, N.A., and as CEO of Invesco’s worldwide institutional division, with over $200 billion in assets under management and 2,500 employees. After leaving Invesco in 2007, he founded Jade River Capital Management.

Mr. Rogers is a director of numerous boards, endowment, and advisory committees in both the not-for-profit and in the corporate sectors. He earned a BA in history from Yale University and an MA in East Asian studies from Stanford University. Mr. Rogers earned his CFA charter in 1992.

Expertise

• CFA Institute

• CFA Program

John Staley

Mr. John Adolphus Staley IV is the Founder, Chief Executive Officer, and President and also a Director at Staley Capital Advisers Inc. Mr. Staley has been the Chief Executive Officer at the firm since November 1996. He is also an Investment Partner at 3Point Capital Partners, LLC. Prior to founding Staley Capital Advisers, Mr. Staley had a 25-year career with Pittsburgh-based Federated Investors. He served as the Chief Executive Officer at Federated Research Corp, from 1984 through November 1994 when he retired. Mr. Staley held various positions during his career including Director, President, and the Chief Executive Officer at Federated Research Corp. and affiliated investment advisory companies. Upon his retirement he worked as a self-employed financial advisor from November 1994 to November 1996. Mr. Staley has been a Director at Superior Well Services, Inc. since June 2005 and is a Member of Audit Committee, Compensation Committee, Nominating, and Corporate Governance Committee of the firm. He is also a Director of several private companies. Mr. Staley served as a Director of Boron Lepore & Associates Inc. since May 1997 until 2002. He is a Trustee Emeritus e of Duquesne University, the Children’s Hospital of Pittsburgh, several other community boards and committees, and a Member of the World Presidents’ Organization and the Chief Executives’ Organization. He is a C.P.A. and Licensed Investment Advisor and NASD Registered Principal. Mr. Staley holds a Bachelor of Science degree from the Duquesne University and an M.B.A. degree in Finance from the Northwestern University’s Kellogg Graduate School of Business.

Mark Zandi

Mark M. Zandi is chief economist of Moody’s Analytics, where he directs economic research. Moody’s Analytics, a subsidiary of Moody’s Corp., is a leading provider of economic research, data and analytical tools. Dr. Zandi is a cofounder of Economy.com, which Moody’s purchased in 2005.

Dr. Zandi’s broad research interests encompass macroeconomics, financial markets and public policy. His recent research has focused on foreclosure mitigation policy and the determinants of mortgage foreclosure and personal bankruptcy; he has analyzed the economic impact of various tax and government spending policies and assessed the appropriate monetary policy response to bubbles in asset markets.

A trusted adviser to policymakers and an influential source of economic analysis for businesses, journalists and the public, Dr. Zandi frequently testifies before Congress on topics including the economic outlook, the nation’s daunting fiscal challenges, the merits of fiscal stimulus, financial regulatory reform, and foreclosure mitigation.

Dr. Zandi conducts regular briefings on the economy for corporate boards, trade associations, and policymakers at all levels. He is often quoted in national and global publications and interviewed by major news media outlets, and is a frequent guest on CNBC, NPR, CNN, Meet the Press, and various other national networks and news programs.

Dr. Zandi is the author of Financial Shock: A 360º Look at the Subprime Mortgage Implosion, and How to Avoid the Next Financial Crisis, described by the New York Times as the “clearest guide” to the financial crisis. His forthcoming book, Paying the Price, provides a road map for meeting the nation’s daunting fiscal challenges.

Dr. Zandi earned his B.S. from the Wharton School of the University of Pennsylvania and his M.A. and Ph.D. at the University of Pennsylvania. He lives with his wife and three children in the suburbs of Philadelphia.

Larry Kantor

Larry Kantor is a Managing Director and Head of Research at Barclays Capital. Based in New York, Mr. Kantor is responsible for the firm’s global research, including commodities, credit, economics, emerging markets, equities, FX and interest rates. He is a member of the firm’s Executive Committee and Global Partnership Committee.

Mr. Kantor joined the firm in 2003 as Head of Economics and Market Strategy from JPMorgan Chase where he was a Managing Director and Global Head of Foreign Exchange Strategy. Prior to JPMorgan Chase, he spent seven years with Normandy Asset Management as Chief Market Strategist and Economist, where he was responsible for determining trading strategies. Prior to that he was Chief Economist for Europe at JP Morgan and before that was an Economist with the Federal Reserve Board.

He began his career as an Assistant Professor of Economics at Lehigh University.

Mr. Kantor received his PhD and MA in economics from Ohio State University.

David Kotok

CIO of Cumberland Advisors and GIC Vice Chair of the Central Banking Series

David R. Kotok co-founded Cumberland Advisors in 1973 and has been its chief investment officer since inception.