Banco Popular de Puerto Rico

Clients seek the industry expertise of principal coach Cynthia Harrington who is regarded as a prominent authority in the investment field. She has thirty years experience in asset management and is an award winning journalist.\n As founder and principal, Cynthia uses a coaching process that helps clients grow within their work context, focusing primarily on high performance individuals in finance and entrepreneurs in fast growth trajectories. She achieves measured success with coaching clients with 100% meeting or exceeding goals.\n Previously, she founded and managed Harrington Capital Management, an SEC-registered large cap value manager; Cynthia also advised the high net worth and small institution market at Piper Jaffray and Bear Stearns before founding Harrington Capital Management.\n Cynthia is a distinguished thought leader in behavioral finance. Her article “Common Hedge Fund Biases” has accomplished the 4th most read entry at Finance Professionals’ Post of the NY Society Security Analysts. She was also on the Board of the Applied Behavioral Finance Group, a special interest group affiliated with CFALA. She holds the designation of chartered financial analyst (CFA) and Certified Fraud Examiner (CFE).\n As an award winning journalist, she published over four hundred of her articles in publications such as CFA Magazine, Fraud Magazine, Accounting Today, Financial Engineering News, and Journal of Accountancy.\n She is a member of the CFA Institute and started the 100 Women in Hedge Funds group in Los Angeles. She has 300 skydives and credits her instinctive sense of risk management to the sport.

Ms. Russell leads the compliance department at Hearsay Social, an enterprise technology solution that empowers financial services companies and their thousands of local reps to minimize regulatory and brand risk and grow revenue on social media. A lawyer and early adopter of social media, Ms. Russell has consulted on drafting effective social media policies and plans for financial services companies. She has also authored white papers that aid compliance officers with interpreting FINRA, SEC, and state insurance social media regulations. Ms. Russell has been featured as a guest contributor for Financial Advisor Magazine, Insurance & Technology, Banc Investment Daily, and as a SIFMA and CEFLI conference speaker. She is a member of the Illinois Bar.

Jim Carroll is chief technology officer at Mobica.

Zvi Bodie is the Norman and Adele Barron Professor of Management at Boston University. He holds a PhD from the Massachusetts Institute of Technology and has served on the finance faculty at the Harvard Business School and MIT's Sloan School of Management. \nProfessor Bodie has published widely on pension finance and investment strategy in leading professional journals. His books include The Future of Life Cycle Saving and Investing and Foundations of Pension Finance. His textbook, Investments, coauthored by Alex Kane and Alan Marcus is the market leader and is used in the certification programs of the CFA Institute and the Society of Actuaries. His textbook Financial Economics is coauthored by Nobel Prize winning economist, Robert C. Merton. His latest book is Worry Free Investing: A Safe Approach to Achieving Your Lifetime Financial Goals. In 2007 the Retirement Income Industry Association gave him their Lifetime Achievement in Applied Retirement Research Award. \n

Heather L. Locus, CPA, CFP® is a Principal of the firm and leads the Women’s Service Team. She was selected as one of The Business Ledger’s 2004 Influential Women in Business. She has been quoted in various publications including the AARP Bulletin, and Crain’s Chicago Business. She has taught many investment and financial planning classes during the past 15 years including the topic of Raising Financially Intelligent Children. She enjoys teaching second graders as a volunteer through Junior Achievement and learning something new every day from her son and daughter.