Keith Ashton
Portfolio Manager
Ares Management
Keith Ashton is a Portfolio Manager in the Tradable Credit Group at Ares Management, a leading global alternative asset manager with approximately $74 billion of assets under management as of December 31, 2013. He serves as one of the two portfolio managers for ARDC and ARMF, publically listed investment funds...more

Eric Balchunas
ETF Analyst

Eric Balchunas is an ETF analyst at Bloomberg, where he oversees ETF data for the Bloomberg terminal. He appears in weekly on-air "Exchange-Traded Friday" segments for Bloomberg TV and Radio, and is a regular contributor to's personal finance blog. Before joining Bloomberg in 2000, he was a reporter for Institutional Investor. Balchunas holds a bachelor's degree in journalism and economics from Rutgers University...more

Oscar Bleetstein
Head of Commodity Investor Product Sales
Credit Suisse

Oscar Bleetstein is the Head of Commodity Investor Product Sales in the Americas for the Investment Bank at Credit Suisse. He has 20 years of hands on-experience trading and marketing precious and base metals, energy, index and related commodity derivatives. His primary focus is on commodity indices and other structured products that harness the performance of commodities...more

Thomas Bohjalian
Executive Vice President
Cohen & Steers

Executive Vice President, is a portfolio manager for the firm's real estate securities portfolios and oversees the research process for U.S. real estate securities. He has 24 years of experience. Prior to joining Cohen & Steers in 2002, Mr. Bohjalian was a vice president and REIT analyst for five years at AEW Capital Management. Mr. Bohjalian holds both a BS and an MBA from Northeastern University...more

Douglas Bond
Executive Vice President, Portfolio Manager
Cohen & Steers

Douglas Bond, Executive Vice President, is Portfolio Manager for Cohen & Steers' Closed-End Opportunity Fund and other portfolios investing in closed-end funds. Before joining Cohen & Steers in 2004, Mr. Bond worked at Merrill Lynch for 23 years. Between 1992 and 2004, he ran their closed-end fund new origination effort and was involved in all closed-end funds underwritten by Merrill Lynch...more

Nicolas Bornozis
President and CEO
Capital Link, Inc.

Since 1996 Mr. Nicolas Bornozis is the founder, President and CEO of Capital Link, Inc., an international investor relations and financial advisory group. It assists listed companies and capital markets related organizations to develop and maintain access to European and North American investors. Capital Link has offices in New York, London and Athens and is a leader in investor relations for listed shipping companies, U.S. Closed-End Funds and ETFs and international companies accessing the U.S. and European markets...more

Robert Bush
Senior Vice President
Calamos Investments

Mr. Bush joined Calamos Investments in 2012, contributing nearly three decades of investment industry experience. As director of closed-end fund products, he is responsible for optimizing the firm's closed-end fund business. He acts as a liaison for the firm, communicating with the investor, research and brokerage communities about the Calamos closed-end funds...more

Samir Charnalia
National Account Executive

Samir joined the ETF Group as a National Account Executive with the FlexShares Sales and Servicing team in September 2011 with more than 15 years of experience in the investment management industry. Prior to joining Northern Trust, Samir was a National Accounts Manager for State Street Global Advisors. In this role he cultivated strategic business partnerships across the intermediary space focusing on the Independent Broker-Dealer and RIA channels. Samir has worked extensively on an array of financial products, specifically mutual funds, separately managed accounts and ETFs..more

Steve Cornelius
Head of Distribution

Steve Cornelius leads the marketing and distribution team as Head of Distribution for RevenueShares. In his role, he manages and guides team of external and internal Advisor Consultants, builds and maintains relationships with key contacts at our partner firms, and works to develop ideas for communicating our core message and the effective utilization of ETFs and the revenue-weighted methodology in portfolios to enhance investor results. Steve has a proven track record of leadership and experience...more

Steve Darby
Director, ETF Investment Specialist
Deutsche Asset & Wealth Management

Steve Darby is an ETF Investment Specialist for Deutsche Asset and Wealth Management covering the New York Metropolitan Region. Prior to joining Deutsche Bank, Steve worked at Russell Investments as a Business Development Officer in their ETF Group. Steve spent the majority of his career at UBS Wealth Management where he worked for 14 years in a variety of sales and consulting roles...more

Rose F. DiMartino
Willkie Farr & Gallagher LLP

Rose F. DiMartino is a partner in Willkie's Asset Management Department. An expert on the Investment Company Act of 1940, she has over 30 years of experience counseling registered investment companies and their advisers in all aspects of fund organization and operation. She focuses on both open-end and closed-end funds, advising them, their Boards and advisers on a full range of matters, including regulatory and compliance, contract approvals, disclosure issues, restructuring and financing...more

John Duggan
Executive Director, Closed-End Fund and ETF Strategy
Oppenheimer & Co.

John Duggan is an Executive Director at Oppenheimer & Co., where he provides guidance to that firm's financial advisors on taxable bond, municipal and equity closed-end funds and ETFs and manages a taxable income and total return UMA strategy. Prior to joining Oppenheimer & Co., he performed buyside closed-end fund research at Cohen & Steers, and sellside research in the closed-end fund, ETF and telecom areas at Morgan Stanley. He received an MBA and MA in journalism from New York University...more

Grier Eliasek
President and Chief Operating Officer
Prospect Capital Corporation

Mr. Eliasek is President and Chief Operating Officer of Prospect Capital Corporation (PSEC) and a Managing Director of Prospect Capital Management (PCM) and Prospect Administration. He also serves on the Board of Directors for Prospect Capital Corporation. At Prospect Capital, Mr. Eliasek is responsible for leading the Prospect team of professionals in the origination and assessment of investments...more

Bart Farinholt
Director of RIA Sales
RiverFront Investment Group

Bart serves as Director of RIA Sales bringing over two decades experience in the financial services industry in institutional equity sales and investment banking. Prior to joining RiverFront in May of 2012, Bart was on the Board of Directors and managed the Institutional Equity Sales & Trading efforts for Davenport & Company for six years. Before Davenport, Bart spent nine years at BB&T Capital Markets as a producing sales manager of the Institutional Equity Sales Group helping to grow the business six fold. In addition, Bart also served on the Engagement and Commitment Committees of BB&T Capital Markets...more

Scott Fleming
President and CIO

Prior to founding Stonebridge, Mr. Fleming co-founded Spectrum Asset Management, Inc., an investment advisor that specializes in preferred securities asset management for institutional clients and mutual funds. During his 13-year tenure there, he served as Chairman of the Board of Directors, Chief Financial Officer and Chief Investment Officer. Under his leadership, Spectrum grew to be the largest preferred securities manager in the country. Mr. Fleming previously served as Vice President, Portfolio Manager for DBL Preferred Management, Inc. in New York City...more

Deborah A. Fuhr
Partner & Co-founder

Deborah Fuhr a partner at ETFGI, an independent research and consultancy firm. ETFGI's annual paid subscription service provides 1) a monthly global report which includes over 200 pages of charts and analysis on the global ETF and ETP industry covering fund flows, provider, index provider, exchange and broker rankings basis, 2) a monthly directory of ETFs and ETPs and 3) the ETFGI database web tool on a country, regional or global basis to allow investors to find and compare ETFs and ETPs across various characteristics...more

John Gambla
Senior Portfolio Manager
Alternatives Investment Team
First Trust

Mr. Gambla, CFA, FRM, PRM, is a Senior Portfolio Manager and co-head of the Alternatives Investment Team at First Trust. Mr. Gambla John has more than 20 years of investment experience, most recently as co-Chief Investment Officer at the Nuveen HydePark Group LLC, a wholly-owned subsidiary of Nuveen Investments. While at Nuveen HydePark Group LLC, Mr. Gambla co-directed investment activities including research, product development, trading, portfolio management, and performance attribution...more

Cecilia L. Gondor
Executive Vice President and Chief Investment Officer
Thomas J. Herzfeld Advisors

Cecilia L. Gondor is Executive Vice President and Chief Investment Officer of Thomas J. Herzfeld Advisors, Inc., and Secretary, Treasurer & CCO of The Herzfeld Caribbean Basin Fund. Ms. Gondor is registered with the NASD as a Financial and Operations Principal, Options Principal, and Registered Representative. She joined the firm in 1984. She holds a B.A. in Business Administration from the University of Miami...more

Joseph Harvey
President & Chief Investment Officer
Cohen & Steers

Joseph Harvey, President and Chief Investment Officer, joined the firm in 1992 as a REIT analyst and became a portfolio manager in 1998. Prior to joining the firm, Mr. Harvey was a vice president with Robert A. Stanger & Co., where he was an analyst specializing in real estate and related securities for the firm's research and consulting activities. Mr. Harvey holds a BSE from Princeton University...more

R. Scott Henderson
Vice President, Portfolio Specialist
Calamos Investments

Scott Henderson, CFA, CIMA®, CMFC, is a Vice President and Portfolio Specialist on the Investment Team. He joined Calamos in 1991 and has 22 years of industry experience. As a Portfolio Specialist, his responsibilities include the monitoring of investment portfolio activity, current positioning and risk attribution. He also represents the Investment Team in market and strategy reviews with institutional investors and financial advisors...more

Christopher G. Huemmer
Senior Investment Strategist - Equity
Exchange Traded Funds Group
Northern Trust Global Asset Management

Christopher Huemmer, CFA, is a Vice President at The Northern Trust Company, Chicago. Christopher is currently responsible for equity strategy in NTGI's Exchange Traded Funds Group and providing equity product development, investment strategy and related activities for NTGI's FlexShares ETF products. He serves as the catalyst and conduit for turning NTGI's investment thought leadership into successful ETF products...more

Jonathan G.G. Isaac
Vice President
Eaton Vance Distributors

Jonathan G.G. Isaac is a Vice President of Eaton Vance Distributors, where he is Director of Product Management which includes oversight of all of Eaton Vance's open -end, closed-end fund and SMA products, and the firm's research and analytics team. In addition to being responsible for the product management team he is responsible for the company's relationships with closed-end fund research analysts, specialist firms and all fund communications as well being involved in new product development. ...more

John A. Key
Managing Director
UBS Investment

John Key is a Managing Director in UBS Investment Bank's Global Financial Institutions Group. Mr. Key specializes in working with asset management and related companies. Mr. Key has extensive experience in the origination, structuring and capital raising of investment products on behalf of asset management companies. Mr. Key's responsibilities also include new business origination and transaction execution for asset management companies including the full spectrum of merger and acquisition advisory assignments...more

Yuriy Layvand
Fitch Ratings

Yuriy Layvand, CFA, is a director in Fitch Ratings' Fund and Asset Manager Group. His primary areas of expertise are closed-end funds and money market funds. Yuriy has primary analytical responsibilities on over 60 funds, helping develop and improve fund rating criteria and publish fund-specific as well as market-wide research. Before joining Fitch, Yuriy was a senior at Ernst & Young's asset management practice performing advisory and assurance services on hedge funds, private equity funds and asset managers...more

Kyri Loupis
Managing Director, Lead Portfolio Manager
Goldman Sachs

Kyri is a Managing Director in GSAM, where he is the portfolio manager and head of the Energy & Infrastructure Team. Prior to joining Goldman Sachs in 2009, Kyri spent over eight years at Lehman Brothers covering the energy sector in various capacities. From 2000 to 2006, he worked in the Investment Banking Division. During that period, he executed over 100 lead transactions for energy companies across all sub-sectors and structures, with a particular focus in MLPs...more

Dominic Maister
Head of iShares ETF Due Diligence

Dominic Maister, Director, joined BlackRock in 2010 and is the Head of the iShares ETF Due Diligence Team. The team reviews models, recommended lists and platforms for partner firms and delivers collaborative implementation guides and timely new product, product enhancement, educational and competitive intelligence content. Previously, Dominic was an Executive Director at Morgan Stanley and head of Exchange-Traded Fund (ETF) and Closed-End Fund (CEF) Research. He led a team that provided research commentary on the ETF industry and over 900 ETFs listed in the United States. ...more

Rennie McConnochie
Senior Business Development Manager-Closed-End Funds
Aberdeen Asset Management Inc.

Rennie joined Aberdeen Asset Management in February 2013 as a Senior Business Development Manager working in the Closed End Fund area. Rennie has worked in the investment industry for 29 years. Previously, he was responsible for the European Equity business and, later, for investment research in the region for Merrill Lynch. He then became CEO of Bridgewell PLC, an investment bank in London...more

Jody Meraz
Vice President
Kayne Anderson

Mr. Meraz is a Vice President of Kayne Anderson's closed-end funds (NYSE: KYN, KYE, KMF and KED) and a managing director for Kayne Anderson Capital Advisors, L.P. He is responsible for providing analytical support for the energy investments of Kayne Anderson MLP Investment Company (KYN), Kayne Anderson Energy Total Return Fund (KYE), and Kayne Anderson Energy Development Company (KED)...more

Dietrich Moor
Senior Vice President
Raymond James & Associates

Mr. Moor joined Raymond James in 2012 from the Wells Fargo Financial Institutions Group where he was active in mergers and acquisitions, public offerings, and private placements in the asset management, closed-end fund, financial exchange and broker dealer sectors. In all, Mr. Moor has more than 12 years' experience in the investment banking and corporate finance industry, including positions with Credit Suisse and Lazard. Before receiving his M.B.A. degree from the University of Chicago in 2001, Mr. Moor was a consultant at McKinsey & Company...more

Matthew T. Moran
Vice President, Business Development
Chicago Board Options Exchange

Matthew T. Moran is Vice President, Business Development, for the Chicago Board Options Exchange (CBOE), and is responsible for many of the exchange's marketing and educational efforts for pension funds, mutual funds, and other institutional investors. Mr. Moran also has served as Trust Counsel at Harris Bank and as Vice President at Chicago Mercantile Exchange. He is an Associate Editor of The Journal of Trading and is on the advisory boards of the Chartered Alternative Investments Analyst Association (CAIA) and The Journal of Indexes...more

Kathleen H. Moriarty
Katten Muchin Rosenman LLP

Kathleen H. Moriarty has extensive experience representing investment companies with the creation, structuring and development of new exchange-traded products. Kathleen was actively involved in the development of Standard & Poor's Depository Receipts (SPDRs) and has since advised on the creation of many more exchange-traded funds (ETFs), including iShares, Vanguard Exchange-Traded Funds (VIPERS), ProShares, WisdomTree and IndexIQ...more

Laura V. Morrison
Senior Vice President
Global Index and Exchange Traded Products
NYSE Euronext

Laura V. Morrison is Senior Vice President of Global Index and Exchange Traded Products for NYSE Euronext. In this capacity, Laura is responsible for driving the expansion of trading and listing services for Exchange Traded Products (ETP) in the United States. Laura and her team maintain relationships with current and prospective exchange traded fund (ETF) issuers to drive the expansion of our NYSE Arca listing and trading platform alongside our Index development and calculation services offered in the US...more

Alberto Osorio
President and CEO
The Mexico Fund, Inc.

Mr. Osorio is President and Chief Executive Office of The Mexico Fund, Inc. and Director General of the investment adviser, Impulsora del Fondo México, which he joined in May 1991. He oversees the investment strategy and portfolio structure of The Mexico Fund. Mr. Osorio has a Degree in Accounting and special courses on Financial Engineering and Business Management at the IPADE Business School in Mexico City...more

Maria Eugenia Pichardo (Maru)
Senior Portfolio Manager
Mexico Equity and Income Fund, Inc.

Eugenia is responsible for the systematic factors of the investment strategies, in-house investment valuation methodology, and portfolio management in PAM. She meets with companies on site and attends CEO's conferences. She is a member of the Investment Committee. Mrs. Pichardo was Managing Director of Acciones y Valores de Mexico, S.A. de C.V., from 1983 to 1993 acting as head and portfolio manager of the International Area. Mrs. Pichardo was also appointed General Director of AcciWorldwide S.A. de C.V. a wholly owned subsidiary of Acciones y Valores de Mexico S.A. de C.V...more

Steven Pikelny
Fund Analyst

Steven Pikelny is a fund analyst on the active funds research team for Morningstar. He specializes in fixed income closed-end funds, covering a variety of taxable and tax-exempt fixed-income strategies from BlackRock, Nuveen, PIMCO, Vanguard, MFS, and Western Asset Management. He joined Morningstar in 2011. Pikelny holds a bachelor's degree in economics from Bard College...more

Kevin W. Quigg , CIMA
Intermediary Business Group
State Street Global Advisors

Kevin is Global Head of SPDR ETF Strategy. In this role Kevin is responsible for increasing SPDR ETF's footprint globally by overseeing the creation of industry leading investment content and institutional ETF consulting services. Kevin previously headed SPDR ETFs Global Capital Markets Group responsible for working with market participants in the primary and secondary markets in the Americas, Europe, Asia, and Australia. Additionally, Kevin oversees SPDR ETFs expansion into new markets in the Americas...more

Jerry Raio
Managing Director & Head of Retail Origination
Wells Fargo Securities

Jerry Raio is a managing director and head of Retail Origination in the Equity Capital Markets group at Wells Fargo Securities. He is based in New York. Jerry joined Wells Fargo in 2005 as a Director in Equity Capital Markets. Prior to joining Wells Fargo, he was a director and the head of Closed-End Funds at Citigroup Asset Management. Jerry has more than 15 years of experience in Equity Capital Markets...more

Ian Rasmussen
Senior Director
Fitch Ratings

Ian Rasmussen is a senior director in Fitch Ratings' fund and asset manager ratings group. His primary areas of expertise are closed-end funds and other managed funds. Ian is responsible for rating and reviewing debt and preferred stock issued by closed-end funds, and rating money market funds and local government investment pools. He also contributes to periodic research reports and to the development of Fitch's rating approach for funds.From 2003 to 2008, Ian worked in Fitch's credit policy group, where he supported the corporate, municipal, and structured finance rating groups and conducted research on credit default swaps and structured finance...more

Alexander Reiss
Director, Closed-End Fund Research
Stifel Nicolaus

Alexander Reiss is a Vice President for the Closed-End Fund Research at Stifel Nicolaus. He joined the Stifel Nicolaus Research Team in March 2007 in connection with Stifel Financial Corp.'s acquisition of Ryan Beck & Co., Inc. Previously; Mr. Reiss had been an analyst with Ryan Beck and Company and an associate analyst with Gruntal and Co. His coverage universe includes both fixed-income and equity Closed-End Funds...more

William Rhind
Managing Director, Institutional Investment
World Gold Council

William Rhind is Managing Director and Head of Institutional Investment for the World Gold Council in the US & Europe. In this role, Will leads gold investment activities focused on institutional investors. He is also responsible for developing educational campaigns to build greater understanding of the role of gold in portfolio construction for pension funds, endowments and asset managers. Prior to joining the World Gold Council, Will was a Managing Director and head of the US business of ETF Securities...more

Tyler Rosenlicht
Research Analyst
Cohen & Steers

Tyler Rosenlicht is a research analyst on the infrastructure team. He has four years of investment experience. Prior to joining the firm in 2012, Mr. Rosenlicht was a summer intern at Cohen & Steers on the infrastructure team. Previously, he was an investment banking associate with Keefe, Bruyette & Woods and an investment banking analyst with Wachovia Securities...more

Edward Russell
Managing Director
Tortoise Capital Advisors

Mr. Edward Russell joined Tortoise Capital in 2006. Since joining the firm, Mr. Russell has participated in marketing all of Tortoise's new closed- and open-end funds. He served as president of Tortoise Capital Resources (TTO) from April 2007 to June 2012. Previously, Mr. Russell was a managing director at Stifel, Nicolaus & Company Inc., where he headed the energy and power group. At Stifel, he was responsible for all energy and power transactions, including all of the debt and equity transactions for the Tortoise funds...more

Gary Russell
Managing Director
Head of U.S. High Yield Bonds: New York
Deutsche Asset & Wealth Management

Joined the Company in 1996 with 4 years of industry experience. Prior to his current role, Gary served as the Head of the High Yield Group and as an Emerging Markets Portfolio Manager. Before joining, he worked as a Research Analyst and CMO Structurer on the MBS trading desk at Citicorp. Previously, he was an Officer in the U.S. Army BS from the United States Military Academy at West Point; MBA from New York University, Stern School of Business; CFA Charterholder...more

William Scapell
EVP, Portfolio Manager & Director of Fixed Income
Cohen & Steers

William Scapell, CFA, Executive Vice President, is Director of Fixed Income and Portfolio Manager for the firm's preferred securities portfolios. He has 22 years of investment experience. Prior to joining Cohen & Steers in 2003, Mr. Scapell worked in the fixed income research department at Merrill Lynch, where he was their chief strategist for preferred securities for three years, and a vice president in corporate finance and treasury department for two years...more

Jerome M. Schneider
Managing Director

Mr. Schneider is a managing director in the Newport Beach office and head of the short-term and funding desk. Prior to joining PIMCO in 2008, Mr. Schneider was a senior managing director with Bear Stearns. There he most recently specialized in credit and mortgage-related funding transactions and helped develop one of the first "repo" conduit financing companies. Additionally, during his tenure at Bear Stearns he held various positions on the municipal and fixed income derivatives trading desks...more

Darren Schuringa
Managing Partner
Yorkville Capital Management

Mr. Schuringa is a globally recognized authority on investing in U.S. energy infrastructure and U.S. energy assets through the MLP structure. He makes regular appearances on CNBC, Bloomberg, Fox, and BNN and is often quoted by major financial publication as an expert on the asset class. Prior to founding Yorkville Capital Management, Mr. Schuringa was a Partner with the energy-focused investment firm of Estabrook Capital Management...more

Ben Slavin
Head of Product & Business Development

Ben Slavin joined WisdomTree as the Director of Product Development in January 2007. Prior to joining WisdomTree, Ben was a Vice President at Morgan Stanley Investment Management responsible product management and development for the open and closed-end mutual business. Ben was also the Director of Product Development at ProFund Advisors, LLC and was responsible for the early development of the ProShares leveraged and inverse ETF products in addition to other funds and projects at the Company. He also held a position as Senior Consultant in the Financial Services Practice at PriceWaterhouseCoopers...more

Daniel L. Spears
Swank Capital

Daniel L. Spears has 19 years of investment management and investment banking experience in the natural resource sector. He was an investment banker in the Natural Resources Group at Bank of America Securities LLC for eight years. He also worked in the Global Energy and Power Investment Banking Group at Salomon Smith Barney. Mr. Spears serves on the boards of Central Energy, LP and Lonestar Midstream, L.P. Mr. Spears received his B.S. in Economics from the Wharton School of the University of Pennsylvania...more

Patrick (Jay) Spinola, Jr
Willkie Farr & Gallagher LLP

Patrick (Jay) Spinola, Jr. is a partner in the Asset Management Group of Willkie Farr & Gallagher LLP in New York. Mr. Spinola specializes in the organization and offering of registered investment companies, and counseling funds and their sponsors in all aspects of their operations. He has significant experience advising clients that offer specialized investment funds, such as exchange-traded funds (ETFs), registered funds of hedge funds, principal protected funds and novel investment products. He provides advice to clients on the full range of issues that funds...more

Jerry V. Swank
Founder, Managing Partner, Chief Investment Officer
Swank Capital & The Cushing Funds

Jerry V. Swank founded Swank Capital in 2001. He has 39 years of experience in investment management and research analysis. Mr. Swank was President and CEO of John S. Herold, Inc., an oil and gas research/consulting company. He spent 14 years with CS First Boston, where he was a Director and Southwestern Regional Sales Manager. He worked seven years as a buy-side analyst and portfolio manager. Mr. Swank holds a B.A. in economics (University of Missouri) and an M.B.A. (University of North Texas)...more

Mike Taggart, CFA
Vice President, Director of Closed-End Fund Research Closed-End Funds & Global Structured Products
Nuveen Investments

Mike Taggart is responsible for providing secondary market research support for Nuveen's family of closed-end funds. Taggart has more than 16 years of financial industry experience. Before assuming his current role, he was the head of U.S. closed-end fund research at Morningstar. Prior to that, he was a senior equity analyst, providing research on consumer goods and retail companies at Morningstar. During his time on the equity research team, he also covered capital markets and IT services firms. Before joining Morningstar, Taggart worked in institutional equity sales and had previously pursued a doctorate degree in Russian history...more

Leonard Tannenbaum
Chief Executive Officer
Fifth Street Management LLC

Leonard Tannenbaum, CFA, founded Fifth Street in 1998 and is Chief Executive Officer of Fifth Street Management LLC, a leading alternative asset manager with over $3 billion of assets under management. Fifth Street Management is the investment adviser of two publicly-traded business development companies (BDCs), for which Mr. Tannenbaum also serves as Chief Executive Officer -- Fifth Street Finance Corp. (NASDAQ:FSC) and Fifth Street Senior Floating Rate Corp. (NASDAQ:FSFR)...more

Bryan P. Turley
Managing Director
MLV & Co.

Mr. Turley is a managing director in the firm's investment banking group and brings over 20 years of industry experience to MLV & Co. Prior to joining the company, Mr. Turley headed a private equity business. He has previously worked at Anglo Irish Bank as a senior investment manager, where he traded both equities and debt. He was also a member of the bank's product structuring team. Earlier in his career, Mr. Turley spent 8 years as an equity and debt trader...more

William T. White
Managing Director - Head of Private Placements Distribution
Bank of America Merrill Lynch

Bill is a Managing Director in the Private Placements Group and heads the team responsible for the execution of domestic and international private securities. Bill's team is also responsible for institutional investor coverage and development. Bill joined Continental Bank in 1980 and held various commercial lending positions prior to joining Continental Bank's Capital Markets Group in 1986. Bill joined the Private Placements Group in 1989, when it was established as a stand-alone group...more

Gaston Yordan
Vice President - Product Development
Nuveen Investments

Mr. Yordan is a member of the product development team. He is involved in all stages of new closed-end fund development from idea generation to product launch. Prior to joining the team in June 2007, Mr. Yordan spent five years working as a Product Manager in Banco Popular's marketing and product development group. Previously, he spent three years in investment banking at Credit Suisse and Deutsche Bank, working on both corporate finance and M&A deals. Mr. Yordan earned his MBA from the University of Chicago Booth School of Business in 2006 and his BA from Hamilton College in 1998...more