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Alan Anderson, PhD, FRM, is one of Wall St. Training’s resident experts on quantitative finance and risk management. He has over twenty years of combined teaching and working experience in credit and portfolio risk management as well as derivatives and complex option pricing models. He currently teaches at numerous universities in the areas of applied mathematics, risk management, and quantitative finance. In addition, he has previously worked at institutions such as TIAA-CREF and Reuters in quantitative risk and analyzing credit spreads. Anderson holds a PhD from Fordham University and has an MS from Polytechnic University.
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Michael Ashton, CFA, is managing principal at Enduring Investments LLC, a boutique consulting and investment management company that offers focused inflation-market expertise. Prior to founding Enduring Investments, Ashton worked as a trader, strategist, and salesman at some of the most prestigious financial institutions in the world, including Natixis, Deutsche Bank, Bankers Trust, Barclays Capital, and J.P. Morgan. Since 2003 he has played an integral role in developing the US inflation derivatives markets and is widely viewed as a premier subject matter expert on inflation products and inflation trading. Ashton has written extensively about the use of inflation-indexed products for hedging real exposures. He has been quoted on Bloomberg and in the Wall Street Journal, Institutional Investor, Risk Magazine, MarHedge, HedgeWorld, Dow Jones Newswires, Market News, Alternative Universe, and Derivatives Week, among other places. He runs the Inflation-Indexed Investing Association. Ashton received a Bachelor of Arts degree in economics from Trinity University in 1990 and was awarded his CFA charter in 2001.
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H. Kent Baker, PhD, CFA, is a university professor of finance at the Kogod School of Business at American University in Washington, DC. He has consulting and training experience with more than 100 organizations including the Comptroller of the Currency, the American Bankers Association, and the National Association of Securities Dealers. Baker has presented more than 700 training programs, including various CFA® prep courses in the U.S. and Europe. He has more than 175 publications in academic and professional journals and has co-authored or edited several books, including Understanding Financial Management: A Practical Guide.Baker received his PhD from American University.
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Mark K. Bhasin, CFA, FRM, CAIA, is currently a vice president for Basis Investment Group, LLC, a multi-strategy commercial real estate finance platform that is an affiliate of JEMB Realty Corporation. He has spent more than 12 years in the financial and real estate sectors, most recently serving as a senior director of origination for Palisades Financial and as a CMBS/CDO loan officer for CWCapital in New York. Prior to CWCapital, he worked as an associate at GMAC Commercial Mortgage and as a financial analyst at Paine Webber while also participating in PaineWebber’s Investment Banking Training Program. He is an adjunct professor of real estate development at Columbia University where he lectures on real estate capital markets. A graduate of Columbia University, he earned an MS in real estate development.
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John Paul Broussard is an associate finance professor at Rutgers University where he teaches investments and corporate finance courses. His academic research has been published in Financial Management, Management Science, Journal of Financial Services Research, Quarterly Review of Economics and Finance, European Journal of Operational Research and other journals. He received his BS and PhD from Louisiana State University and an MBA from Millsaps College. He has won various teaching awards in his career, and has taught CFA® study review courses since 1999 in Europe, Asia and the US. He is a CFA charterholder, a certified Financial Risk Manager, and a Professional Risk Manager. Dr. Broussard’s current efforts relate to option market microstructure, high frequency trading, and XBRL implementation.
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Vincent C. Catalano is president and global investment strategist with Blue Marble Research and author of Sectors and Styles. A leading investment strategist, asset manager and global economic and capital markets expert, he conducts numerous events with various CFA societies throughout the US including the popular Market Forecast series. He appears regularly in the media (CNBC, Bloomberg Radio, foxbusiness.com) and is frequently quoted in various professional publications (The Wall Street Journal, Barron’s, Financial Times, Investors Business Daily). He is a past president of NYSSA and a senior fellow at the Information Technology and Innovation Foundation.
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Charles R. Gates is a managing director at Grammer and Co. and has more than 30 years of experience in investment and commercial banking, derivatives, foreign exchange, fixed income capital markets and risk management consulting. Prior to joining Grammer and Co., Gates was a senior vice president at Financial Risk Management, a premier global fund of hedge funds. He began his career as a credit officer for Citibank, where he was also a founder of Citi’s derivatives business. Gates helped the World Bank develop its swap program and helped establish the credit derivatives business at Rabobank. Previously he was co-head of the Credit Risk Management practice of Deloitte & Touche. He holds an MBA from Columbia Business School.
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David Kovacs, principal and lead instructor at Wall St. Training, specializes in investment banking, private equity, and venture capital with extensive experience in both mature and emerging markets. He focuses on a variety of industries and has analyzed hundreds of deals, executing both sell-side (M&A) and buy-side (PE & VC) engagements. He has held positions at Hinduja Group, one of the largest diversified groups in the world with over $50 billion under management; Samarian Partners, a venture capital firm focusing on real estate, entertainment, energy, and healthcare; Blackstone Private Equity Division and at Citigroup’s Investment Banking Division. He earned a bachelor’s degree in economics and finance at the College of Staten Island (CUNY).
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Paul Krikler currently coaches sell-side analysts in written and oral presentation skills. During his 21-year career at Goldman Sachs he worked mostly in research and spent nine years as an analyst covering the pharmaceutical sector. He was global head of content management as well as director of product marketing in Europe. He has extensive experience crafting reports and notes with analysts in all regions. Prior to Goldman Sachs, he was a chartered accountant with PricewaterhouseCoopers. He graduated from Cambridge University.
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Susan C. Lakatos, CFA, CFP, has more than two decades of experience in finance, as both practitioner and trainer. Her background as a practitioner encompasses a variety of investment areas, including sell-side research, merchant/investment banking, private wealth, private equity and the hedge fund industry. She began her focus on fi nancial training and instruction during her tenure as global director, securities at the NYIF. She earned an MBA from Columbia University and a BA in economics from Georgetown University.
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Hamilton Lin, CFA, President and Founder of Wall St. Training, has a broad background in investment banking, mergers and acquisitions, and leveraged buyouts. Wall St. Training is a corporate training firm that teaches hands-on, practical financial modeling, valuation, and analytic skills to investment banks, research firms, asset managers, private equity shops, commercial banks, and credit firms. Prior to founding his firm, he was at a boutique investment bank specializing in the financial institutions industry. He has also worked at Hales & Co., a boutique merchant bank focused on the middle-market insurance industry, Bank of America's Mergers and Acquisitions group, Ryan Labs, and Goldman Sachs Investment Banking. He graduated from New York University Stern School of Business and also teaches there.
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Joel Litman is a managing director with Equity Analysis & Strategy, an international investment analysis firm that focuses on systematic methods for developing superior risk-adjusted returns. Previously he was with the HOLT group at Credit Suisse working with institutional money managers and hedge funds. Before that, he spent ten years in management consulting. He is a founder of The Center for Strategy, Execution, and Valuation in Chicago where he researched and co-developed the Return Driven Strategy™ business analysis framework, now employed in corporate planning, investment firms, and executive education programs around the world. He is a clinical professor of business strategy in DePaul University's Kellstadt Graduate School of Business where he was awarded the title of Daniel H. Seiden Adjunct Professor of the Year. He is co-author of the book, DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth.
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Michael J.T. McMillen is a partner of the international law firm of Fulbright & Jaworski L.L.P. He is currently resident in the Dubai and New York offices, but also works in the Riyadh and London offices. His practice focuses on Islamic finance, project finance and structured finance. He is a two-time recipient of the award for Best Legal Advisor in Islamic Finance by Euromoney Magazine. He teaches Islamic finance at the University of Pennsylvania Law School and the Wharton School of Business. He was the founding chair and has served two terms as chair of the Islamic Finance Section of the American Bar Association. He publishes and speaks frequently on Islamic finance and project finance topics.
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Susan Mach, PhD, is a communication coach, trainer and strategist. She is a partner in Mach Creative Services, a full-service communication firm. She has extensive corporate and global experience with clients such as AT&T, Center for Financial Training, Ford, Prudential, IBM, GE, Medco, U.S. Army Fort Monmouth, The Conference Board, Time Warner and Logical Design Solutions. She is also a communication career coach and teaches MBAs from all over the world at NYU Stern, Rutgers Business School and City University of New York.
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Michael Martin is a proprietary trader. Previously, he was the chief investment officer of Cordova Capital Holdings, LLC, where he oversaw the trading and risk management portfolio of domestic and international equities, derivatives, and commodities. Featured on CNBC and Fox Business News, he is a frequent lecturer and consultant for tax exempt investors, associate editor of Trader Monthly, and contributing author to India Journal and TurtleTrader.com. He sits on the UCLA Department of Business and Accounting Advisory Board and teaches commodities and personal financial planning courses. He is also the author of The Inner Voice of Trading.
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Stephen G. Moyer, JD, CFA, a portfolio manager and analyst at PIMCO, has more than 18 years of experience in high yield and distressed securities. Before joining PIMCO, he was director at Tennenbaum Capital Partners, LLC and prior to that, director of research at Imperial Capital. During his career he has been affiliated with Banc of America Securities, Kemper Securities, Drexel Burnham Lambert, and The First Boston Corporation. Frequently called upon to speak at various industry events, he is the author of the reference book Distressed Debt Analysis.
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Cecil K. Nazareth, CPA is a partner with IFRS Partners in New York City, which specializes in IFRS education, training, consulting and conversion. He has conducted numerous IFRS training sessions, including sessions for the ICAI and the Bombay Stock Exchange, CCH Wolters Kluwer, the AICPA, the NYS Society, Indian Chamber of Commerce and CFO magazine. He currently advises the largest Japanese CPA firm in the US on conversion to IFRS. A recognized leader in the IFRS space, he has conducted several sessions all over the world. Previously he was the director of the AICPA’s Internal Audit and Strategy. He is an Indian Chartered Accountant and a US CPA and has trained and practiced in both the IFRS and US GAAP arenas. He earned an MBA in finance from Fordham University and information technology from Columbia University.
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Izzy Nelken, PhD, is president of Super Computer Consulting, Inc., which specializes in exotic options, convertible bonds and other complex derivatives. He teaches numerous courses and seminars around the world, is a lecturer in the mathematics department at the University of Chicago and has authored six books on finance. Nelken holds a PhD in computer science from Rutgers University and served on the faculty at the University of Toronto.
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Ehsan Nikbakht has more than 18 years of professional corporate training in capital markets, equity, fixed income, risk management and derivatives. He has trained more than 1000 CFA and FRM candidates in the US, Canada, and Europe. He has conducted numerous workshops at leading institutions in the US and abroad and several hedge funds. Nikbakht was a regional director of a CFA and FRM Review Program in New York. He designed and taught advanced curriculum in capital markets, risk analysis, and investment banking at executive graduate and MBA levels. Nikbakht holds full professorship in finance at the Zarb School of Business of Hofstra University. He currently serves on the editorial board of Global Finance Journal. He has published books and journal articles, and presented research papers at national and international finance conventions. His research book on foreign loans received a Stessin Prize for Outstanding Scholarly Publication. Nikbakht received his doctoral degree in finance from George Washington University in Washington DC. He is a CFA charterholder, a certified Financial Risk Manager, a certified Professional Risk Manager, and a Certified Risk Manager.
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Peter Olinto, CPA, JD, has taught CPA and CFA Exam Review courses for the past ten years. Previously he worked as an auditor for Deloitte & Touche, was a tax attorney for Ernst and Young, and later spent nearly ten years teaching law, accounting, fi nancial statement analysis, and tax at both the graduate and undergraduate levels at Fordham University’s business school. He earned his JD degree from Fordham University School of Law.
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Ronald G. Quintero, CPA, CFA is a consultant and financial advisor who has conducted and overseen public and in-house seminars at locations around the world for more than 25 years. He is the author of more than 10,000 pages of proprietary training content. Prior to founding Chartered Capital Advisers and R. G. Quintero & Co., Quintero was a member of the Corporate Finance Department of Bear, Stearns & Co. Inc. Previously, he was a turnaround consultant at Zolfo, Cooper & Co. and a senior manager responsible for the corporate finance consulting practice of the New York office of KPMG. He has served more than 1,000 clients of all sizes in a variety of industries. Quintero has an AB in economics and Spanish from Lafayette College, an MS in accountancy and an APC in investment management from the New York University Stern School of Business. He is a Certified Public Accountant, Certified Management Accountant, Certified Fraud Examiner, Chartered Financial Analyst, Certified Financial Planner, Certified Insolvency and Restructuring Advisor, Certified Turnaround Professional, and he has an Accreditation in Business Valuation, a Certification in Distressed Business Valuation, and is Certified in Financial Forensics.
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Barry M. Sine, CFA, CMT, is the director of research of CapStone Investments. Sine has also held positions with JP Morgan, Prudential Securities, and Oppenheimer. He has frequently been a top-ranked analyst in the Wall Street Journal Best on the Street analyst rankings. Sine is a director of the New York Society of Security Analysts, a past director of the Market Technicians Association, and founded and was the first director of the CMT Institute. He holds an MBA in finance and international business from New York University Stern School of Business.
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Andrew Spieler, PhD, CFA, FRM, CAIA is associate professor of finance at the Frank G. Zarb School of Business at Hofstra University, where he was named Distinguished Teacher of the Year and Researcher of the Year. His teaching experience includes graduate and undergraduate courses in finance, economics and statistics; and executive education programs. He also serves as Director for the Financial Engineering program at Hofstra University. He is the former research director at the Investors’ Rights Association of America, a shareholder advocacy group, where he served on corporate governance committees at the SEC. Andrew currently serves as chair of NYSSA’s Derivatives Committee. He holds a PhD in Finance and earned his CFA charter in 2006.
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Savita Subramanian, is the head of US Quantitative Strategy within the Investment Strategy Group at Merrill Lynch. She is responsible for developing and marketing the firm’s quantitative equity strategies to institutional and individual clients. Prior to Merrill Lynch, she was an analyst at Scudder Kemper Investments in New York and San Francisco. She frequently appears in television and print journalism and is a regular guest speaker at financial conferences. She is on the membership committee of Q Group, on the board of Georgia Tech Mathematics & Finance Program, and is a member of the Chicago Quantitative Alliance, the Society of Quantitative Analysts and Women on Wall Street. She received an MBA from Columbia University.
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Richard Taddonio has a broad background in sales and trading, investment banking, and private equity, with extensive experience in distressed debt and restructuring defaulted loans to gain equity control. He focuses on industries requiring high capital investment and offering substantial collateral, including agriculture, chemicals, gaming and leisure, industrial production, media, and technology. Taddonio has analyzed hundreds of firms on both the sell-side and buy-side, and has executed diverse deal structures ranging from a single firm requiring a highly complex analysis of all verticals at every level to large-scale multi-industrial deals including many securities requiring rapid top-level analysis.
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Jack Yurkiewicz, PhD, is a professor in the Management Sciences Department at Pace University, where he has taught MBA quantitative courses since 1985. Yurkiewicz also taught quantitative methods courses at the Zarb School of Business at Hofstra University. He was voted Distinguished Professor for Teaching at Hofstra and received the Kenan Award for Teaching Excellence at Pace. Yurkiewicz received his PhD in operations research from Yale University.
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