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Thursday Speakers

Joseph F.  Hunter - Opening
President and Chief Executive Officer
EQIS Capital Management, Inc.


Kenneth Kim, PhD
Chief Economist and
Chief Financial Strategist
EQIS Capital Management, Inc.


Marc Odo
Client Portfolio Manager
Swan Global Investments


Jay Kaeppel
Vice President and Director of Research
Alpha Investment Management, Inc.


Andre Minassian
Senior Investment Analyst
EQIS Capital Management, Inc.


Bill Baker
Founder
Gaineswood Investment Management


Money Manager Panel Discussion
Arno Mayer, Financial Trust
• Bill Baker, Gaineswood
• Jay Kaeppel, Alpha


Arno Mayer
Chief Executive Officer
Financial Trust Asset Management


Mike Matthews
Managing Partner and President
Financial Trust Asset Management


Jonathan Shiffer
Chief Investment Officer
EQIS Capital Management, Inc.


Lisa Curran
Chief Administrative Officer
EQIS Capital Management, Inc.

 
 

Friday Speakers

 

Greg Vigrass
President
Folio Institutional


 
 

Phillip Martin
Principal
Martin Investment Management, LLC


 
 

Tim Parkinson
Chief Distribution Officer
EQIS Capital Management, Inc.


Financial Adviser Panel Discussion
Gary Bedford
• Kurt Cambier
• Kelly Slaught


 

Eben Burr
Managing Director
Toews Corporation


 
 

Jay Handy
Co-Founder and Senior Portfolio Strategist
SignalPoint Asset Management, LLC


 
 

Vanessa Knightly
Vice President, Operations
EQIS Capital Management, Inc.


 
 

Money Manager Panel Discussion
• 
Rob Swan, Swan Global Investments
• Phillip Martin, Martin
• Jay Handy, SignalPoint


Joseph F.  Hunter - Closing
President and Chief Executive Officer
EQIS Capital Management, Inc.