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Intelligent Investment Advising in the Fintech Era
 

Speaker Profiles

Brian Domitrovic is author most recently of “JFK and the Reagan Revolution: A Secret History of American Prosperity” (2016), co-authored with Larry Kudlow of CNBC television. His other books include the standard history of supply-side economics Econoclasts (2009) and the standard document collection of the economist Arthur Laffer, The Pillars of Reaganomics (2014).  He has written for The Wall Street Journal and Investor’s Business Daily and has appeared frequently on television and radio, from The Kudlow Report to Lou Dobbs Tonight to PRI’s The World. His biweekly column appears on Forbes.com.

Brian holds a Ph.D. in history from Harvard University, he is chairman of the department of history at Sam Houston State University, in 2015-16 he was the Visiting scholar in Conservative Thought & Policy at the University of Colorado, and he is senior associate at the Laffer Center for Supply-Side Economics. He lives in The Woodlands, Texas.

Joseph Egbulefu is a Data Scientist at Northwestern Mutual/LearnVest, Data Product R&D group. He is primarily responsible for research and developing data-driven analytics (using MCMC and Machine Learning) that improve financial planning, insurance, and investment sales and client experience. Prior to this he was Assistant Vice President for Credit Risk Quant Analytics at Barclays Investment Bank, Credit Risk division, where he developed a credit risk library for loss given default probability of default exposure in default and related statistical models using institutional loan and credit derivative products. He has been a currency trading consultant and widely followed blogger. In addition to his doctorate in Statistics from Rice University, he is also a graduate of Cornell University with a BS in Computer Science.

Harrison Hicks is the CEO of Nominis, LLC. He graduated from Indiana University-Purdue University, Indianapolis with an undergraduate degree in Mathematics. He is currently a student at University of Tennessee, Knoxville pursuing a Ph.D. in Business Analytics. Harrison’s initial work was in applying traditional analytics techniques toward blockchain data, leading him to found, Nominis, a boutique blockchain consulting company for solving issues of identity, and fraud detection on blockchain. Nominis provided the core business logic and also peripheral analytics tools for the Shyft blockchain, helping them standardize customer verification processes while providing a high level of personal data protection.

Along with consulting on analytics and reputation scoring, Nominis also implements various findings in the field of applied cryptography to the blockchain setting in order to provide post-hoc privacy solutions for blockchain networks which may not have inherent privacy features.

David Koenig is Vice President and Chief Investment Strategist for Schwab’s digital advice solutions. In this role, his responsibilities include helping oversee Schwab Intelligent Portfolios and providing research and analysis about automated investment advisory services and how they can help investors with their financial goals. Prior to joining Schwab, David served as an investment strategist for Russell Investments. He was a member of the research team at Russell Indexes and was responsible for providing research and analysis on indexing and exchange-traded funds (ETFs).

He was a frequent speaker at industry conferences on topics such as indexing, smart beta, and ETFs. David served as a Russell Indexes and Russell ETFs spokesperson and was quoted in leading publications such as the Wall Street Journal, Bloomberg, USA Today, Morningstar and others. Previously, he worked for Wells Fargo Funds Management and Franklin Templeton Investments. David earned a Bachelor of Arts degree from the University of California, San Diego, is a Chartered Financial Analyst (CFA®) charterholder and holds a Financial Risk Manager (FRM®) designation.

Kim Raath is Head of Financial Engineering at Topl LLC. She came to the United States as a Divison I Track and Field Student-Athlete and has an undergraduate degree in Mathematics. She is currently the first student at Rice University to simultaneously pursue an M.A. in Economics and a Ph.D. in Statistics. Growing up in South Africa during the 1990’s, Kim witnessed much inequality and poverty. After backpacking through 18 developing countries and while working for various NGO’s by rebuilding and strengthening communities around the world Kim was frequently made aware of the financial burdens, lack of adequate resources, and need for access to low-cost capital throughout the developing world.

As part of the Center for Computational Finance and Economic Systems and as a National Science Foundation Graduate Research Fellow, she conducts interdisciplinary research allowing her to contribute to the larger economic issues that impact the availability of and the accessibility to basic needs.  Recently, she co-founded, Topl, a blockchain startup focused on empowering growth by enabling investment.

Mark Radulovich founded Prota Financial in 2016 after working with a billion-dollar team at Merrill Lynch. He brings with him not only the skills honed there, but his strong planning and finance skills from his consulting background. Prior to that, Mark spent 20 years helping executive teams shape their competitive capabilities. He combined a pragmatic view of the world with a continuous improvement approach to create lasting results. Mark received a Bachelors degree in 1993, and an MBA in 1998, both from Texas A & M.

He has been certified in information security by the NSA, has four patents pending, and has been published by Time Digital Daily. Mark is a member of The Association of Former Students, and of the Investment Management Consultants Association (IMCA). Mark is a SmartVestor Pro, recommended by Dave Ramsey and the Ramsey Solutions organization to help people with retirement, college savings and other investments.

Donald P. Richards‘ research interests include multivariate statistical analysis, reliability theory, combinatorics, probability inequalities, representation theory, and harmonic analysis. He applies these methods to questions in topics ranging over astronomy and astrophysics, finance, and actuarial science.

Richards was elected a Fellow of the Institute of Mathematical Statistics in 1998 and was elected a member of the inaugural class of Fellows of the American Mathematical Society in 2012. He has served on the editorial boards of several statistics journals, and is currently an associate editor of The Journal of the American Statistical Association, and of Statistics and Probability Letters.

Prior to joining the faculty at Penn State, Richards held positions at the University of the West Indies, the University of North Carolina, the University of Wyoming, and the University of Virginia. He earned a bachelor?s degree in mathematics in 1976 and a doctoral degree in statistics in 1978 at the University of the West Indies.

Cullen Rogers is the Chief Investment Officer at Qapital, an app-based banking and investing solution. In this role, he sets the investment direction of the firm, designing and monitoring the strategies and services that Qapital provides its users.

Cullen began his career as an analyst of private debt and mortgage-backed securities during the financial crisis. Following this, he joined Salient Partners where he managed family office relationships and began focusing on public equity and debt markets. Subsequently, he worked for Ascendant Advisors as a Portfolio Manager where he oversaw the investment team and managed the firm’s four mutual funds. Cullen earned a Bachelor’s degree from the University of Texas.

Jeffrey D. Saut is Raymond James’ chief investment strategist and a managing director of the firm’s Equity Research department. 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 & Company, where he began following equities and providing research commentary. He subsequently worked as a securities analyst for Wheat First Securities, and then Branch Cabell & Co., where he was director of research and acted as portfolio manager for the firm’s affiliate, Exeter Capital Management. Jeff was also director of research for the regional brokerage firm Ferris, Baker Watts, Inc., where he developed the firm’s research and institutional sales efforts.

Jeff is well known for his insightful and colorful stock market commentary when appearing on various programs on PBS, NPR, CNBC, Bloomberg TV, USA Network and Fox News, as well as various local radio and television networks. He is often quoted in publications such as The Wall Street Journal, The New York Times, Barron’s, The Washington Post, BusinessWeek, U.S. News & World Report, Fortune and SmartMoney, as well as on websites including thestreet.com and msnbc.com.

 Daniel Zales is the founder of the startup Accrue Investments & Consulting (Accrue). Accrue’s current phase of its business plan focuses on building an investment track record through proprietary arbitrage investing. Over the past year-and-a-half, Accrue’s investment portfolio has exceeded 35% annualized gross ROI and has not lost money on any investments (44/44).

From 2014 until June 2016, Daniel was a research associate for Fisher Investments, an investment advisor with $65B assets under management. At Fisher, he conducted qualitative and quantitative research focusing on global capital markets trends for portfolio managers and the Investment Policy Committee. His primary responsibility when he left Fisher was quantitative portfolio strategy development and testing. This involved using machine learning to build algorithmic portfolio management systems that made stock buy/sell decisions.

Daniel joined Fisher’s Research Department after graduating with distinction from Rice University where he received a BA in Political Science and a Masters of Statistics in 4.5 years. While at Rice, he did microgravity research with NASA.