Individual Investor Conference 2013
John Ameriks
Principal,The Vanguard Group
John leads Vanguard's Investment Counseling & Research group, which provides portfolio recommendations along with topical commentary and investment counseling. As one of Vanguard's thought leaders on retirement issues, John has conducted studies on a wide range of personal financial decisions, including saving, portfolio allocation, and retirement income strategies. John came to Vanguard in 2003 from the TIAA-CREF Institute, the research and education arm of TIAA-CREF.
Session: How to Build Your Income Stream
Charles K. Bobrinskoy
Vice Chairman,
Director of Research,
Ariel Investments
Charlie oversees Ariel Investments’ investment and trading teams as well as all of the firm’s propriety research. He is also co-portfolio manager of Ariel Focus Fund, a concentrated portfolio investing in mid-to-large cap companies, and a member of Ariel Investments board of directors. Previously, Charlie was with the Global Corporate and Investment Bank of Citigroup, Inc., serving as a managing director and head of North American Investment Banking Branch Offices.
Session: Deciphering the Big Picture
Harold Evensky, CFP
President,Evensky & Katz Wealth Management
Harold has been a featured speaker on investment topics at numerous national and international conventions, has served as Chair of the TIAA-CREF Institute Advisory Board, and is a member of the Financial Planning Association, the Academy of Financial Services, and the Association for Investment Management and Research. He has received the Dow Jones Investment Advisor Portfolio Management Award for Lifetime Achievement, was named one of the "25 Power Elite" in the financial services industry by InvestmentNews, and has been recognized by Worth as one of the, "Top 100 Wealth Managers" for five consecutive years.
Session: Deciphering the Big Picture
Mary Beth Franklin
Contributing Editor,InvestmentNews
Mary Beth a frequent public speaker on retirement issues. Prior to joining InvestmentNews she was a senior editor with Kiplinger’s Personal Finance Personal Finance magazine, specializing in retirement planning, tax planning, and Social Security, and editor of Kiplinger’s Personal Finance annual Retirement Planning Guide. Earlier in her career, she was a political correspondent for United Press International, covering some of the crucial tax law and Social Security changes that we are grappling with today.
Mark Miller
Columnist,
Morningstar
Mark writes about trends in retirement, aging, and the economy. He is the author of The Hard Times Guide to Retirement Security: Practical Strategies for Money, Work and Living, writes a syndicated column for Reuters, and blogs about retirement planning and saving strategies at RetirementRevised.com.
Katherine Nixon
Chief Investment Officer,
Personal Financial Services,
Northern Trust
Katie leads the national investment management practice for Northern Trust’s Personal Financial Services (PFS) business, and her responsibilities include investment policy development with a particular focus on portfolio construction and implementation. She also directs the investment management activities of more than 200 Northern Trust portfolio managers across the firm’s 79-office PFS franchise. Katie sits on the firm’s Investment Policy Committee and Tactical Asset Allocation Committee and chairs the PFS Investment Advisory Committee.
Session: Deciphering the Big Picture
Christine Benz
Director,Personal Finance
Christine is author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and co-author of Morningstar Guide to Mutual Funds: 5-Star Strategies for Success, a national bestseller. Before assuming her current role in 2010, she served as editor of Morningstar® Practical Finance, Morningstar® Mutual Funds, and Morningstar FundInvestor.
Matthew Coffina, CFA
Editor,
Morningstar StockInvestor
In his role as editor of Morningstar’s flagship stocks newsletter, Matt manages two real-money, market-beating model portfolios: the Tortoise and the Hare. Previously, he was a senior equity analyst, covering managed care and pharmaceutical services companies. He also developed the discounted cash flow model used by Morningstar analysts to assign fair value estimates.
Robert Johnson, CFA
Director,Economic Analysis
Bob has more than 20 years of investment industry experience, including both buy-side and sell-side assignments as a research analyst. Prior to assuming his current role in 2008, he was an associate director of equity analysis for the technology team at Morningstar. He has covered various technology names throughout his career at Morningstar as well as at Stein Roe & Farnham, Rotan Mosle, and ABN AMRO, and has been consistently ranked in the Reuters US Mid to Smaller Company Survey in the software arena.
Session: Deciphering the Big Picture
Russel Kinnel
Director,Mutual Fund Research
Russ is editor of Morningstar FundInvestor and writes the "Fund Spy" column for Morningstar.com. He helped develop the Morningstar Rating™ for funds and the Morningstar Style Box™ methodology. He authored Fund Spy: Morningstar's Inside Secrets to Selecting Mutual Funds That Outperform and is co-author of The Morningstar Guide to Mutual Funds: 5-Star Strategies for Success.
Samuel Lee
ETF Analyst
Sam is the editor of Morningstar ETFInvestor, a monthly investment newsletter. Prior to becoming the editor for ETFInvestor, he was an ETF analyst for Morningstar, covering alternative, North and South American ex-U.S., and actively managed ETFs. He also covers some small-cap emerging-markets ETFs and performs quantitative modeling of ETF strategies. Sam joined Morningstar in 2008 as a data analyst.
Marta Norton, CFA
Investment Manager,Morningstar Investment Services, Inc.
Marta is responsible for equity, alternative, and fixed-income research, asset allocation, and portfolio management. Previously, she was a senior mutual fund analyst for Morningstar's Fund Research group, where she led coverage of long-short, small-value, and telecom funds. Prior to joining Morningstar in 2005, Marta was an economist for the Bureau of Labor Statistics and a research analyst at LECG, LLC.
Patricia Oey
Senior Fund Analyst,Passive Funds Research
Patty covers primarily international-equity exchange-traded funds. Prior to joining Morningstar in 2007, she was an equity research analyst at Morgan Joseph.
Session: Smarter International Investing
Josh Peters, CFA
Equity-Income Strategist
Josh edits the monthly newsletter Morningstar DividendInvestor. As part of his role as editor, he manages the newsletter's Dividend and Harvest Portfolios, comprised of individual stocks targeted to generate above-average income and superior total returns. He is also the author of The Ultimate Dividend Playbook: Income, Insight and Independence for Today's Investor.
Daniel Rohr, CFA
Senior Securities Analyst
In his role as senior securities analyst, Daniel covers the mining and timberland industries, and also serves as Morningstar's credit analyst for the basic materials sector. Before 2007, he worked as a consultant for Mercer Investment Consulting.
Session: Smarter International Investing
Miriam Sjoblom
Associate Director,
Active Funds Research
Miriam is a member of the global fund research team's fixed-income ratings committees in the United States and Australia and manages a team of fixed-income specialists. She focuses on world bond, multisector bond, and municipal-bond funds and covers funds run by Fidelity, Franklin Templeton, Loomis Sayles, PIMCO, and TCW/MetWest. Before Morningstar, Miriam worked as an analyst in Citigroup's investment banking division.