Luncheon Segment Speakers

Marc Chandler joined Brown Brothers Harriman in October 2005 as the global head of currency strategy. Previously he was the chief currency strategist for HSBC Bank USA and Mellon Bank. A prolific writer and speaker, Chandler’s essays have been published in the Financial Times, Corporate Finance, Barron’s, Euromoney, and Foreign Affairs. Additionally he is called upon frequently by newspapers and wires to provide insight into the developments of the day. Chandler is also a contributing economic editor for Active Trader magazine and TheStreet.com. Chandler is a regular guest on CNBC and often appears on business television. He frequently presents to business groups and investors. Chandler holds a master’s degree in American history from Northern Illinois University and a master’s in international political economy from the University of Pittsburgh (1984). He has taught classes on international political economy at New York University since the early 1990s. In 2009, his first book Making Sense of the Dollar was published by Bloomberg Press. 

Mark R. Freeman, CFA, is Executive Vice President and Chief Investment Officer at Westwood Holdings Group, where he oversees the firm’s investment and research functions.  Mr. Freeman serves as a Senior Portfolio Manager and is responsible for developing the firm’s economic outlook.  Additionally, he is a member of the firm’s Asset Allocation and Business Management Committees.  Mr. Freeman graduated Cum Laude from Millsaps College, where he was a United Methodist Bicentennial Scholar, with a BA in Economics.  He also earned his MS in Economics from Louisiana State University.  Mr. Freeman began his career with the U.S. Peace Corps where he served as a Program Director for two years in Togo, West Africa.  Prior to joining Westwood in 1999, Mr. Freeman worked for KPMG and First American Corp., as Senior Economist and Fixed Income Strategist.  Mr. Freeman achieved the designation of Chartered Financial Analyst in 1998 and is a member of the American Economic Association, the CFA Institute, and the CFA Society of Dallas-Fort Worth.  He is a member of the Board of Trustees of Millsaps College and serves as a board member for the Wilson Fund and Capital for Kids, an organization comprised of members of the investment management business dedicated to meeting the needs of at-risk children in North Texas.

Glenn Reynolds, CFA, is the CEO of CreditSights, Inc., an independent credit research firm that primarily focuses on the credit markets but also serves a wide range of equity-oriented clients. The company has grown to over 100 employees since its founding in October 2000, with main offices in New York and London. Previously, Reynolds was a managing director at Deutsche Bank, serving in a number of roles including director of global credit research and head of global credit strategy. Before joining Deutsche Bank, he was a managing director at Lehman Brothers, where he worked in variety of positions including director of global credit research and chief credit officer. Reynolds has testified before various Senate and House Committees and the SEC on credit-related topics including the Enron collapse and credit rating agency reform.

Chair & Moderator

Vincent Catalano is president and global investment strategist with Blue Marble Research and author of Sectors and Styles (Wiley 2006). A leading investment strategist and asset manager, Catalano appears regularly in the media (Bloomberg TV and Radio, foxbusiness.com, BNN TV, CNBC, New Delhi TV, CCTV America), is frequently quoted in various professional publications (The Wall Street JournalBarron’sFinancial Times, Reuters), and is a guest speaker at various major forums. Catalano also produces and conducts timely topical and educational programs with many CFA Societies and other groups, including the highly acclaimed “Market Forecast Series.” Prior to forming Blue Marble Research, Catalano was a senior financial advisor with Merrill Lynch providing investment advice and counseling to high-net-worth individuals. During this time, he also provided educational and informational instruction to senior- and mid-level corporate executives of publicly-traded and privately held companies. Catalano is a past president of the New York Society of Security Analysts and a nonresident senior fellow at the Information Technology and Innovation Foundation.

  
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