Financial Literacy Day: Session III – Outlook for the US Stock MarketVIDEO April 7, 2018
Speaker / Author
A disciple of the markets for more than 46 years, Jeff possesses a breadth of experience in the field few can match. He was managing director of research at Roney & Co. when it became part of Raymond James in 1999. Prior to that, he was managing director of equity capital markets for Sterne, Agee & Leach. His responsibilities there included equity research, investment banking, institutional sales and syndicate. After graduating from St. Andrews in early 1971, Jeff began his career on a trading desk in New York, becoming a trading desk manager in 1972. In 1973, he joined E.F. Hutton ... Read More
Jeremy Schwartz has served as our Executive Vice President, Global Head of Research since November 2018 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and helped with the research and writing of Stocks for the Long Run and The Future ... Read More
Adam Johnson is Founder and Author of Bullseye Brief, an investment letter which presents thematic and actionable stock ideas twice each month. Previously he anchored several business programs at Bloomberg Television, interviewing CEOs, heads of state, and prominent investors. He has also traded global risk assets for ING Furman Selz Asset Management, Louis Dreyfus Energy Corporation and Merrill Lynch. He graduated from Princeton University with a degree in economics. ... Read More
Matt McAleer serves as the Executive Vice President and Director of Equity Strategies. He is also a member of Cumberland’s Board of Directors and Executive Committee. Matt is also the Chairman of the firm’s Investment Committee and has over 25 years of investment management experience.
Matt is responsible for overseeing all aspects of Cumberland Advisors’ equity group, including portfolio management, research, and trading. With a focus on quantitative research, Matt uses detailed trend, price, and relative strength analysis to manage portfolio construction and to identify ... Read More
Bill Kennedy co-founded RiskBridge Advisors, an Outsourced Chief Investment Officer (OCIO) firm providing tailored investment management and unconflicted guidance and implementation to endowments & foundations, insurers, family offices, and their principals. As Chief Executive Officer and Chief Investment Officer, he oversees and is responsible for RiskBridge’s strategic course and all investment decisions. Mr. Kennedy has over 30 years of industry experience. He previously served as Chief Investment Officer with Fieldpoint Private from 2012-2019, where he was responsible for investment policy, asset allocation, and investment manager selection. Mr. Kennedy also chaired the bank’s Investment Committee and served on the bank’s Board of ... Read More