 |
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.
|
 |
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 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.
|
 |
Dr. Greg Filbeck, CFA, FRM, CAIA, joined the faculty of Penn State Erie as professor of finance in 2006 and holds the Black Family Endowed Professorship of Insurance and Risk Management. He has published more than 55 articles in refereed journals and authored two books. His research studies are focused within the investments, portfolio management, and behavioral finance areas. In addition to 10 years of experience in academia (Miami University and the University of Toledo), he has seven years of experience as senior vice-president of Schweser, a division of Kaplan, Inc., where he headed the content and curriculum areas and started and led the marketing and sales areas. He has trained candidates for the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA) designations on a worldwide basis. |
 |
David M. Hetherington, CFA, has over 30 years of experience in the investment management field. During his professional career he has worked as an equity analyst, portfolio manager, and fixed income specialist. As managing director of fixed income securities for Nations Bank he was responsible for the management of the fixed income and derivatives in the firm’s mutual funds and institutional portfolios. Prior to specializing in the fixed income area, he spent 10 years as an equity analyst and portfolio manager with an emphasis on fundamental research, financial statement analysis, and cash flow modeling. Before entering investment management, he was an economist with the Bureau of Labor Statistics. Hetherington received his degree in economics from Duke University. Hetherington has over 20 years of experience teaching classes for the CFA exam as lecturer and workshop leader for the Study Seminar for Financial Analyst at the University of Windsor and as a national instructor for Stalla, twice winning their award as Best Instructor.
|
 |
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.
|
 |
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.
|
 |
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.
|
|
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.
|