Banco Popular de Puerto Rico

As the Chief Investment Officer for Iron Point Capital Management, Jeff chairs the Investment Committee, which is responsible for the research and investment policy functions for the firm’s managed programs. Jeff oversees the firm’s macro analysis as well as a specialization in U.S. economic and bond market data.Jeff earned a Bachelor of Business Administration degree with a major in Finance from Miami University in Oxford, Ohio. He also holds a Master of Science degree in Management with specialization in Banking and Financial Services Management from Boston University. He is a Chartered Financial Analyst (CFA) Charterholder, a Certified Fund Specialist (CFS), and holds a Series 7 securities license. Articles authored by Jeff have appeared in Personal Financial Planning and The Ohio CPA Journal.In his personal time, Jeff enjoys traveling, working out and spending time with his familyAreas of Expertise:Investment Management; U.S. Economic Markets; Bond AnalysisEducation\/Certification:B.A., Miami University, Ohio, Finance;\nM.S., Boston University, Management: Banking and Financial Services; CFA Charterholder; Certified Fund Specialist (CFS); Series 7 licenseFeatured in Publications: Personal Financial Planning; Ohio CPA JournalBoards\/Organizations: CFA Institute;CFA Society of Cincinnati\n

Christian Magoon is CEO of Magoon Capital, a consulting firm founded to provide strategic counsel and initiate business development in the financial industry. An experienced strategist, Christian has helped raise more than $40 billion for asset managers since the mid-1990s in various product structures including ETFs, separately managed accounts, closed– end funds (CEFs) and unit investment trusts (UITs). A widely recognized thought leader on finance and market issues, Christian’s two fold mission is to support industry growth by making new investment opportunities accessible for investors and to provide insight into today’s changing investment landscape.Prior to forming Magoon Capital in 2010, Christian was President of Claymore Securities, where he built one of the fastest growing and most innovative ETF businesses in the country. He launched more than 40 ETFs and 100 UITs, introducing many “firsts” to the U.S. market, including the first Sector Rotation, Timber, BRIC and suite of China focused ETFs. At the time of Christian’s departure from Claymore in late 2009, the firm’s ETF, CEF and UIT product lines contained more than $15 billion of investor assets.Christian consistently provides his industry insights and knowledge as a commentator in the U.S. media speaking publicly on macro investment issues and ETF related topics. In 2008, he was named by Institutional Investor News as one of the five people to watch in the U.S. ETF marketplace. Christian has had the honor of ringing the opening bell to begin the trading day at the NYSE Euronext multiple times. He obtained his Bachelor of Arts and Master’s degree from Wheaton College in Illinois and has held the Series 7, 24, 63 and 65 securities license.

Sanjay Arya is the Director of Morningstar Indexes and leads the Global Index Group. He is responsible for business strategy, product development, and distribution of the indexes. In this capacity, Arya oversees research that supports methodologies underlying the indexes and works with clients to build partnerships to enhance the usage and applications of Morningstar Indexes.He started the Global Index Group in 2001 and has led the development of a broad suite of equity, bond, commodity and asset allocation indexes. Arya has made numerous presentations on index-related topics at professional conferences, meetings of professional organizations, and professional education programs. His opinions have been quoted in the industry and in trade publications, and he currently sits on the review board of the Journal of Indexes.Prior to his current position, he was the director of equity data analysis and has been with Morningstar for 16 years.Arya holds a bachelor's degree in chemical engineering, and has a master’s of business administration in finance from Cleveland State University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Investment Analysts Society of Chicago.

Tom Lydon is editor and publisher of ETF Trends, a website with daily news and commentary about the fast-changing trends in the exchange traded fund (ETF) industry. Mr. Lydon is also president of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net worth individuals. He has been involved in money management for more than 25 years.Mr. Lydon began his career with Fidelity Investments and was a founding member of Charles Schwab's Institutional Advisory Board. He serves on the Board of Directors for U.S. Global Investors, Inc. and Rydex | SGI; and is also on the Pacific Investment Management Co., LLC (PIMCO) Advisory Board for RIAs.In early 2010, Mr. Lydon helped create the CNBC Model ETF Portfolios. He is a regular contributor to major print, radio, and television media and is invited to speak to audiences at financial conferences around the world. Mr. Lydon is the author of The ETF Trend Following Playbook, as well as iMoney: Profitable Exchange-Traded Fund Strategies for Every Investor.

Kevin D. Mahn joined Parsippany, NJ based Hennion & Walsh as a Managing Director in 2004. Serving as its Chief Investment Officer, Mr. Mahn is responsible for the Asset Management activities of the Firm. Mr. Mahn also serves as the Portfolio Manager for the SmartGrowth family of mutual funds and directs the creation and supervision of the various portfolios within the SmartTrust™ series of Unit Investment Trusts.Mr. Mahn is the author of the quarterly “ETF Insights” newsletter as well as a co-author of the book, Exchange Traded Funds: Conceptual and Practical Investment Approaches, © 2009 Riskbooks. Mr. Mahn is also a a frequent contributor to the Forbes Intelligent Investing blog.Prior to Hennion & Walsh, Mr. Mahn was a Senior Vice President at Lehman Brothers where he held the positions of CAO of the High Net Worth Product and Services Group as well as COO of Lehman Brothers Bank.Mr. Mahn received his Bachelor's degree in Business Administration from Muhlenberg College and his M.B.A. in Finance from Fairleigh Dickinson University. Mr. Mahn has also served as an adjunct professor at Fairleigh Dickinson University within the Department of Economics, Finance and International Business.Mr. Mahn was the recipient of the 2009 Institutional Investor Rising Stars of Mutual Funds Award.Interviews with, as well as byline articles and insights from, Mr. Mahn have appeared in\/on CBS News, CNBC, Fox Business News, Wall Street Journal, Investor’s Business Daily, Fortune, Forbes, Business Week, New York Times, CNNMoney.com, Investment Advisor Magazine, SmartMoney, The Star-Ledger, The Daily Record, Reuters, Fund Action, The Street.com, CNBC.com, Fox Business.com, Dow Jones Newswires, MarketWatch, Ignites, Ticker Magazine, Money Management Executive, Wall Street Transcript, Financial Planning, Risk Magazine, Financial Times and Investment News.

Michael McGlone is senior director, commodity indices, at S&P Indices. In his role, Mike oversees day-to-day management of the S&P commodity business and the S&P GSCI„µ, widely regarded as the leading measure of general commodity price movements and inflation in the world economy. Additionally, Mike authors the monthly publications, Market Attributes: Commodities, highlighting developments in the commodity markets as measured by the S&P GSCI, and Market Attributes: Strategic Futures, monitoring trends in the managed futures market as measured by the S&P Dynamic Futures Index.Prior to joining Standard & Poor¡¦s in 2007, Mike was chief strategist at Lyford Group International Ltd., a global macro hedge fund. Mike began his career at Discount Corporation of N.Y. Futures on the Chicago Board of Trade, and has over 20 years of derivatives trading experience. Mike left the Chicago trading pits in 1993 to become the OTC options trader for Aubrey G. Lanston & Co. Inc, based in New York. He subsequently joined ABN AMRO as Head of North American Futures Research.Mike is a CFA charter holder and certified FRM. He holds a B.S. and B.A. from Illinois State University, and an MBA from Depaul University in Chicago.

In 2006, Dr. Gregory Salsbury published his award-winning retirement planning guide, But What If I Live? The American Retirement Crisis®. In addition to being an indispensable resource for the millions of Baby Boomers preparing to exit the workforce, the book also brought to light a host of challenges that posed a serious threat to Americans’ retirement security.\nThree years later, the nation is contending with the worst economic crisis since the Great Depression, and the issues Dr. Salsbury described in The American Retirement Crisis have taken on a whole new dimension.\n“The original concept for my next book was to examine retirement planning through the lens of behavioral finance,” said Dr. Salsbury. “When the crisis hit, it amplified the very issues I intended to discuss, and had a profound impact on the financial security of millions of Americans. My new premise became: Investor psychology meets retirement planning in the midst of a once-in-a-lifetime financial meltdown.”\nRetirementology is Dr. Salsbury’s term for the new way of thinking he believes we must adopt in order to address the fundamental changes in our economic environment.\n“In this market, managing emotions is just as important as managing investments,” Dr. Salsbury said. “The essential questions I try to answer in the book are, ‘How has the new environment impacted spending and saving habits?’ and ‘What can we do to get back on track for our retirement?’”\nDr. Salsbury has spent more than 20 years researching and writing about retirement planning and investor psychology. While gathering material for Retirementology, he conducted focus groups with dozens of couples and families at various stages of their financial journeys. These revealing “man-on-the-street” interviews are sprinkled throughout the book, providing a valuable glimpse into the real-life challenges Americans are facing.\nHe is also a frequent keynote speaker and widely published author in the areas of employee motivation and marketing communications. He earned his doctorate from the University of Southern California and received Master’s degrees from both the University of Illinois and USC’s Annenberg School for Communications.\nDr. Salsbury is currently executive vice president of Jackson National Life Distributors LLC, the sales and marketing organization of Jackson National Life Insurance Company® (Jackson®). He lives in Denver, Colorado, with his wife and three children.

Brian Gaffney is a Managing Director and Chief Executive Officer of Allianz Global Investors Distributors (AGID). Based in New York City, the company is responsible for retail distribution and marketing for Allianz-owned asset managers in the U.S. including PIMCO, RCM, NFJ Investment Group and Allianz Global Investors Capital.Prior to joining AGID in July of 2008, Mr. Gaffney was a Managing Director and Head of Retail Distribution for Neuberger Berman, a position he held since 1999. Mr. Gaffney joined Neuberger Berman in 1993, having started as a regional vice president in the Institutional Mutual Funds division and subsequently as a senior vice president and National Sales Manager. Prior to joining Neuberger Berman, Mr. Gaffney was a regional vice president for Cigna Retirement Services from 1988 to 1993. He holds a BA in Sociology from Stonehill College.\n\n

Hugh Massie, is an international Wealth Mentor and the author of “Financial DNA® – Discovering Your Unique Financial Personality for a Quality Life” published by John Wiley & Sons in February 2006.Hugh introduces a very different approach to wealth creation and how you can build a quality life. This “understanding people before numbers” approach has evolved with his own personal development and experiences through a very diverse career initially as a tax specialist with Arthur Andersen in Sydney, Singapore and Thailand, then in 1996 starting his own financial services firm in Sydney, Australia and then in 1999 commencing the development of Financial DNA with an experienced team. Since its full commercialization in 2003 Financial DNA has become an international financial behavior consulting business, with Hugh now based in Atlanta, Georgia.Hugh and his team have trained over 4000 advisors worldwide in the Financial DNA® Discovery Process to position them as wealth mentors. Financial DNA Resources also conducts a range of comprehensive wealth mentoring programs for investors, families, and business owners to help them with their wealth creation and building a quality life aligned to the core of who they are.