Martin Beaulieu is an Investment Management Executive with over 31 years experience in the financial services industry. His career is focused on business development and revenue growth for asset management solutions offered to US and non-US investors in the retail and institutional market segments. He was CEO of MFS/McLeanBudden, Head of Global Distribution for MFS Investment Management and was recently head of the BlackRock/iShares ETF retail business in the US.
Joshua Morgan Brown is one of the top financial bloggers in the world, creator and author of The Reformed Broker, weekly contributor to the Wall Street Journal, Fortune, Forbes, Christian Science Monitor, Business Insider, StockTwits, and a regular guest on CNBC. Josh is one of the most respected and influential people in financial services today. Josh always knew he wanted to work on Wall Street and help people with their money - he was educated at the University of Maryland and attained his Series 7 license in 1997 while still in school. He began his career at a regional broker-dealer and gradually worked his way up to branch office manager, the youngest supervisor in his firm's history. During the financial crisis of 2008, Josh began to question the brokerage model and eventually broke away and converted to an entirely fee-based practice. Today, he is the CEO of Ritholtz Wealth Management, a New York City-based financial planning and asset management firm. He currently holds the Series 65 Uniform Investment Adviser designation. He married his high school sweetheart and they're raising two children in the Long Island town where they grew up.
You can view Josh's Advisor Page on BrightScope here: http://www.brightscope.com/financial-planning/advisor/103985/Joshua-Morgan-Brown/
Michael E. Kitces, is a partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1 billion of client assets. In addition, he is the practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning. Michael has two Master’s degrees (one in Financial Services, and the other in Taxation), holds numerous designations, and has also co-authored numerous books, including “The Advisor’s Guide To Annuities” with John Olsen (now in 3rd edition), the first balanced and objective book on annuities written for attorneys, accountants, and financial planners, and “Tools & Techniques of Retirement Income Planning” with Steve Leimberg and others. For his work and dedication to advancing the financial planning profession, Michael has been variously recognized as an “Influencer,” a “Mover & Shaker,” part of the “Power 20,” and was one of the 2010 recipients of the Financial Planning Association’s national “Heart of Financial Planning awards.”
You can view Michael’s Advisor Page on BrightScope here: http://www.brightscope.com/financial-planning/advisor/104358/Michael-Ernest-Kitces/
Dr. Coggeshall is currently the CTO of ID Analytics, an identity fraud prevention company based in San Diego. He was the founding CTO in 2002 where he built the analytics team and helped design the powerful fraud solution. He left in 2003 to continue his work as CEO of the Los Alamos Computational Group which he also cofounded in 2002 and which was brought in to Morgan Stanley in 2004.
Prior to ID Analytics Coggeshall worked as a researcher in nuclear fusion at the Los Alamos National Laboratory from 1982 through 1995 and then cofounded the spinoff CASA, which provided advanced analytical solutions to intractable business problems. CASA was bought by HNC Software in 2000 where Coggeshall worked as the Group VP of Technology Development until ID Analytics was formed.
His expertise is in forming and managing teams of world-class scientists to attack complex business problems using advanced algorithms on big data. He has deep expertise in consumer behavior modeling, optimization, forecasting and financial engineering. Dr. Coggeshall holds undergraduate degrees in math, music and a physics minor from Southern Illinois University at Edwardsville. He has a masters in music and a masters and Ph.D. in nuclear engineering from the University of Illinois. He is co-inventor on 7 patents and recently won the San Diego Technology Executive of the Year award in 2008 and the Lifetime Achievement award in 2012.
Allan is a full Professor of Finance and serves as the Atkinson/Epstein Endowed Chair of Management Leadership at the UCSD Rady School of Management. Dr. Timmermann is a very productive and visible scholar in finance and applied econometrics. He serves as an associate editor on leading journals in finance, economics and forecasting. He uses a mix of theory, data and sophisticated econometric techniques to understand the behavior of financial markets. Of particular interest to BrightScope is Allan's research on mutual fund performance and the extent to which mutual fund "star" managers exist. Allan's research and knowledge of mutual funds and investment selection form the core of the company's analysis of 401k investment menus.
Yannis is a full Professor of Computer Science and Engineering at the University of California, San Diego. His research is on the intersection of database and web technologies. Yannis has published over seventy research articles in scientific conferences and journals, and served on journal editorial boards and program committees for numerous international conferences. In 2000 Yannis founded Enosys Software, which built one of the first generally available distributed XQuery processors, along with software for XML-based integration of distributed sources, and was sold in 2003 to BEA Systems. In 2006 Yannis founded app2you.com, a web service that allows anyone to build within minutes custom, interactive, database-driven applications. Yannis holds a Diploma of Electrical Engineering from the National Technical University of Athens and MS and Ph.D. degrees in Computer Science from Stanford University. Of particular interest to BrightScope is Yannis' extensive knowledge of database architecture and the ability to use collective intelligence to effectively leverage the company's data.
Bill is a Managing Director at RA Capital Advisors, a premier investment banking firm in San Diego. He heads the firm's defense industry team developing strategies for clients and executing all facets of M&A transactions and financings. Bill was previously a senior shareholder with a law firm, Klinedinst PC. During the 15 years that he practiced law, Bill worked with a broad variety of corporations throughout southern California, advising executives and business leaders on numerous issues involving their companies. Bill served as an artillery officer on active duty in the Army from 1983-1987, followed by a position commanding a firing battery in the Virginia National Guard. Bill was the Republican Party nominee for U.S. Congress, 53rd Congressional District, in 2002. He earned his bachelor's degree at Princeton University, and his law degree at the Marshall-Wythe School of Law at the College of William and Mary.
Michael Falcon is Managing Director and Head of Retirement in the U.S. and Canada for JP Morgan Asset Management. Michael is a recognized leader in the Retirement Industry with over 20 years of experience in Financial Services, Consumer Products and Banking. Previously, Michael led the Retirement Group at Merrill Lynch, providing 401(k), IRA, Equity Award and Retirement Planning solutions to more than 39,000 businesses, 6 million individuals, and $440 billion of assets. Michael is actively involved in promoting savings and shaping retirement policy in the U.S. He has presented at numerous industry and government forums, including briefings with members of Congress, Treasury, the DOL and the IRS. He serves on the Executive Committee and as a Trustee of the Employee Benefit Research Institute (EBRI), a non-partisan, research based think-tank focused on retirement and healthcare. Michael is a strong advocate for increasing the utilization and performance of workplace savings programs as a key tool to help Americans build financial security for life.
Scott David is Director of US Investment Services at T. Rowe Price and responsible for all business aspects of the distribution of T. Rowe Price asset management services to retail investors, defined contribution plan participants, financial institutions, broker dealers, registered investment advisors, insurance companies, defined contribution plan sponsors and 529 plan sponsors. Scott was President of Workplace Investing at Fidelity Investments until 2010. In that role, he was responsible for all aspects of Fidelity's defined contribution, defined benefit and stock plan administration businesses. Scott joined Fidelity in 2003 and held several leadership positions within Fidelity Employer Services Company (FESCo). Prior to joining Fidelity, Mr. David was president of U.S. Retirement Services at Scudder Investments for Deutsche Bank in New York. Mr. David received a bachelor of science degree in business administration from Miami University in 1988. He has been the keynote speaker at various pension conferences and serves as a board member of the Employee Benefit Research Institute. He has also appeared on National Public Radio, CNBC, the Wall Street Journal, NY Times, Business Week and other major media outlets.