NYSSA Instructors

CFA Instructors

Professional Development

 
Anderson

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.

Bhasin

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.

Mark Bieber, CFA, is vice president in the Real Estate Group of New York Life Investments, an associate member of the Appraisal Institute, and a state-certified general real estate appraiser. He is on the faculty of New York University’s School of Continuing and Professional Studies, and holds an MBA in finance from New York University’s Stern School of Business.

Vinny 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 U.S., including the popular “Market Forecast” series. Catalano is a past president of NYSSA and a senior fellow at the Information Technology and Innovation Foundation.

Dr. Carl Crego, CFAhas been helping his students reach their goal of earning the coveted CFA charter for the past 24 years. Crego has extensive experience in teaching all three levels of the CFA curriculum, including CFA exam review courses for the New York Society of Security Analysts (NYSSA), the Abu Dhabi Investment Authority, and Kaplan Schweser (Hong Kong). He also served as a technical editor for the content development of Kaplan Schweser CFA Level I Study Notes. Crego received his MBA and PhD from the George Washington University and taught undergraduate and graduate finance courses at Pace University for seven academic years. Crego received the Kenan Award for Teaching Excellence after only three years of teaching at Pace. He successfully got tenure in his sixth year at Pace. In the following year, he took a leave of absence to join the New York Society of Security Analysts (NYSSA) as Educational Consultant. Crego was one of the most popular instructors at NYSSA and helped develop their educational programs from short preview courses to a full range of continuing education and review courses, including the popular CFA review program. Prior to beginning his academic career, he served for six years as vice president for Rinfret Associates, an international economic intelligence firm headed by prominent economist Pierre Rinfret. He was deeply involved with country risk analysis studies whose content he then presented to clients.

Charles Gates is a managing director at Grammer and Co., and has over 30 years experience in investment and commercial banking, derivatives, foreign exchange, capital markets, hedge funds, 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 and a BA from Yale University.

Edward Ha, CFA, CIPM, is a senior business consultant at BI-SAM, a performance and attribution solutions company. Ha has an extensive background in the field of performance and risk attribution where he worked closely with fixed income portfolio managers at both GE Asset Management and PineBridge Investments. He led major projects such as the automation and daily reconciliation of hundreds of fixed income portfolios using Barclay’s POINT, but also the creation of a scorecard that is still being used by portfolio managers to discuss and promote their portfolios. Prior to joining the financial industry, Ha was a lean product/manufacturing engineer at Delphi Automotive, and an associate director in R&D Operations for Taro Pharmaceuticals. Ha holds an MBA from NYU Stern School of Business, a master’s in mechanical engineering from the University of Colorado, Boulder and a bachelor’s degree in thermoenergetics and propulsion from the Institut National Des Sciences Appliquées (INSA Rouen, France). Ha is a CFA charterholder and a CIPM certificant. He is the author of “A Case for Fixed Income Holdings-Based Attribution: Techniques for Achieving Cleaner Results” published in the Journal of Performance.

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.

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.



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.

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.

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

Olinto

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.

 

Merav Ozair, PhD, CPA, CQF, has over 12 years of business and consulting experience. Her work and expertise center on portfolio and risk management, volatility modeling, market microstructure, and execution risk. Her previous business experience includes developing business strategies to enhance business growth; evaluating the viability of potential public offerings; estimating the market value of business for M&A; performing fundamental and valuation analysis; developing models for performance attribution; and analyzing operating risk and risk management on a company’s level. Ozair has over 15 years of teaching experience and currently she teaches at the Finance and Risk Engineering (FRE) program at NYU – Market Microstructure, Econometrics, and Portfolio Management.  She earned her PhD in accounting and finance from Stern Business School at NYU, and her research interests include market microstructure and volatility modeling. She is also the founder of Mackabie Capital a consultancy that bridges fundamental and quantitative methods to enable money managers in their pursuit for better alpha generating strategies, risk control, and execution.


 

Christian Pichlmeier, CFA, is a senior vice president in corporate treasury at Citi's Institutional Clients Group.
Through his work he is exposed to the management of liquidity for Citi's broker/dealer operations, in particular identifying the liquidity position and improving the liquidity transfer pricing methodology used to allocate liquidity across all trading segments. Previously, he was treasurer of the New York branch for a large European bank. He was awarded the Chartered Financial Analyst designation in 2011.

O. Nathan Ronen, CFA, is the lead CFA instructor at NYSSA and has helped over 20,000 candidates to pass the CFA exams. He has been teaching CFA Levels I, II and III for over 16 years and has a unique understanding of each level. Ronen’s knowledge and real-world finance experience helps bring the theory to life. Ronen worked as a supervisory analyst training government regulators, an accounting analyst, and a corporate finance analyst. His professional experience encompasses well-known organizations such as New York Life, NASD, and Salomon Brothers. Ronen has taught courses in finance and other investment-related subjects in Johns Hopkins University’s MBA program and at Strayer College. In addition to teaching CFA exam preparatory courses for NYSSA, he has taught for the Washington Society of Security Analysts and the Study Seminar for Financial Analysts (SSFA). Ronen has also taught in-house CFA seminars at Goldman Sachs, Merrill Lynch, Citigroup, and many other major financial institutions. He holds an MBA in finance and accounting from the University of Chicago.
Taddonio

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.


Michael Vermillion leads the Third Party Risk Management Solutions group at NAVEX Global. He works with the firm's 8,000+ clients to manage the risk of doing business globally by conducting due diligence on business partners and implementing systems to uncover, mitigate and monitor business relationship risk. Vermillion has over 25 years of operational and financial experience including roles as head of product management for Dun & Bradstreet's flagship credit report business, EVA implementation associate at Stern Stewart & Company, and global strategy analyst for Procter & Gamble. He has an MBA in corporate finance from the University of Chicago and has been a member of NYSSA since 2006. 

  John (Jack) Wagner was a managing director and portfolio manager at MJX Asset Management, LLC (“MJX”) between 2007 and 2012. He was responsible for investing in syndicated leveraged loans and high yield bonds through collateralized loan obligation (“CLO”) vehicles with total assets under management in excess of $4.4 billion. He presented investment recommendations and trading opportunities in the following industries: Aerospace & Defense, Consumer, Containers, Food & Beverage, General Corporate, Healthcare, and Oil & Gas. Prior to joining MJX in 2007, Wagner was a senior portfolio manager for Societe Generale. In this role, he managed an $11 billion global portfolio for the Americas division covering a broad range of industries in the US and Latin America. In 1998, he was involved in the launch and management of Societe Generale’s first collateralized loan obligation with $2.7 billion of assets. During his tenure at Societe Generale, he performed various functions in both the credit and controller departments. While working in the banking sector, Wagner was an adjunct professor of accounting, finance, and public policy at Long Island University and an adjunct professor of accounting, business mathematics, and finance at the American Institute of Banking. Currently, Wagner is an adjunct professor at Queens College and at Molloy College teaching corporate finance. Wagner received a BA in mathematics and MBA in accounting from Iona College.

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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