2017 Speakers

Jaimi Goodfriend

Jaimi Goodfriend

Director, Point72 Academy

Jaimi Goodfriend is the Director of the Point72 Academy, Point72’s initiative to recruit and train new college graduates as long/short (L/S) equities investment professionals on an accelerated schedule. The Academy also conducts a summer internship for undergraduate students.

Prior to joining Point72, Ms. Goodfriend was an adjunct lecturer at the University of Illinois in Urbana-Champaign and DePaul University in Chicago. In 2012, she developed, launched, and was named the Director of the University of Illinois’ Investment Banking Academy. Before teaching collegiately, Ms. Goodfriend was an equity research analyst in the hedge fund industry, most recently at Citadel Investment Group and Balyasny Asset Management. Before joining Balyasny, Ms. Goodfriend worked as an equity research analyst at First Analysis Corporation. She has served as a manager of absolute returns and fixed income at the John D. and Catherine T. MacArthur Foundation and began her career in Mergers and Acquisitions at Bank of America.

Ms. Goodfriend received her BA in Economics from University of Michigan and her MBA from the J. L. Kellogg School of Management at Northwestern University. She is a Chartered Financial Analyst.

Bill Miller

Bill Miller

Founder, Miller Value Partners

Bill Miller, CFA is the founder of Miller Value Partners, and currently serves as the Chairman and Chief Investment Officer1, and the Portfolio Manager for Opportunity Equity and Income Opportunity Strategy. Prior to Miller Value Partners, Bill and his partner, Ernie Kiehne, founded Legg Mason Capital Management and served as portfolio managers of the Legg Mason Capital Management Value Trust from its inception in 1982. Bill took over as sole manager in December 1990 and served in this role for the next 20 years.

Bill was the director of research for Legg Mason from October 1981 through June 1985 and assumed overall responsibility for Legg Mason’s equity funds management division in 1990. Prior to joining Legg Mason in 1981, he served as treasurer of the JE Baker Company, a major manufacturer of products for the steel and cement industries.

Bill earned his economics degree from Washington and Lee University, where he graduated with honors in 1972. Subsequent to graduation, he served as a military intelligence officer overseas and then pursued graduate studies in philosophy in the Ph.D program at The Johns Hopkins University. He received his CFA designation in 1986. Bill is Chairman Emeritus of the Board of Trustees of the Santa Fe Institute, where he served as Chairman from 2005 to 2009. Bill owns Jake (the world’s smartest bulldog), is an avid Ravens and Orioles fan, and collects books.

Andrew Wellington

Andrew Wellington

Founder, CIO, Lyrical Asset Management
Andrew Wellington co-founded Lyrical Asset Management and serves as the firm’s Chief Investment Officer and Managing Partner. Mr. Wellington has been involved with active portfolio management for almost twenty years. He was a founding member of Pzena Investment Management, where he was the original equity research analyst, and later became a principal and portfolio manager. He then went on to Neuberger Berman where he became the sole portfolio manager for their institutional mid‐cap value product, growing that product from $1 billion to $3.3 billion in AUM, and earning a five-star Morningstar rating. He also was a managing director at New Mountain Capital, where he played a key role in establishing and managing the $1.2 billion New Mountain Vantage Fund, a value‐oriented, long‐only, activist hedge fund. Early in his career Mr. Wellington worked as a management consultant at Booz Allen & Hamilton and First Manhattan Consulting Group. Mr. Wellington graduated summa cum laude from the University of Pennsylvania’s Management & Technology Program, earning both a Bachelor of Science from the Wharton School and a Bachelor of Science from the School of Engineering.
Navid Mahmoodzadegan

Navid Mahmoodzadegan

Co-President and Co-Founder, Moelis & Co.

Navid Mahmoodzadegan is Co-President and a Founding Partner of Moelis & Company. Mr. Mahmoodzadegan was most recently the Global Head of Media Investment Banking at UBS and a member of the UBS Investment Banking Department Americas Executive Committee and previously an investment banker at Donaldson, Lufkin & Jenrette. Mr. Mahmoodzadegan’s expertise is rooted in a deep understanding of the broadcasting, cable, publishing, entertainment, satellite and digital media sectors, significant experience working with financial sponsors and broad knowledge of all aspects of the capital structure. The New York Times recently included Mr. Mahmoodzadegan in the “Facebook of Wall Street’s Future” and Dealmaker, a U.S. investment banking and private equity magazine, named Mr. Mahmoodzadegan to the “Top 40 Under 40” dealmakers in 2007 and the top “rainmaker” in the media sector in 2006.

Mr. Mahmoodzadegan serves on the Carlthorp School Board of Trustees and the National Board of Directors of Jumpstart. Mr. Mahmoodzadegan holds an A.B. from the University of Michigan (Phi Beta Kappa) and a J.D. from Harvard Law School (magna cum laude).

Mellody Hobson

Mellody Hobson

President, Ariel Investments
Mellody is responsible for firm-wide management and strategic planning, overseeing all operations outside of research and portfolio management. Additionally, she serves as chairman of the board of trustees for Ariel Investment Trust.
Beyond her work at Ariel, Mellody has become a nationally recognized voice on financial literacy and investor education. She is a regular contributor and analyst on finance, the markets and economic trends for CBS News. She also contributes weekly money tips on the Tom Joyner Morning Show and pens a column for Black Enterprise magazine. As a passionate advocate for investor education, she is a spokesperson for the Ariel/Hewitt Study: 401(k) Plans in Living Color and the Ariel Black Investor Survey, both of which examine investing patterns among minorities. Mellody is a director of The Estée Lauder Companies Inc. and Starbucks Corporation. Her community outreach includes serving as chairman of After School Matters, a non-profit that provides Chicago teens with high-quality, out-of-school time programs. She is a board member of The Chicago Public Education Fund, George Lucas Education Foundation, Lucas Museum of Narrative Art, and Sundance Institute, where she has been appointed emeritus trustee. She is also a member of the American Academy of Arts and Sciences and serves on the executive committee of the Investment Company Institute’s board of governors.
In 2015, Mellody was named to Time Magazine’s annual list of the one hundred most influential people in the world. Mellody earned her AB from Princeton’s Woodrow Wilson School of International Relations and Public Policy. She has also received honorary doctorate degrees from Howard University, St. Mary’s College and the University of Southern California.
James H.M. Sprayregen

James H.M. Sprayregen

Partner, Kirkland & Ellis LLP

James H.M. Sprayregen is a Restructuring partner in the Chicago and New York offices of Kirkland & Ellis LLP and serves on Kirkland’s worldwide management committee. Mr. Sprayregen is recognized as one of the outstanding restructuring lawyers in the United States and around the world and has led some of the most complex Chapter 11 filings in recent history. Mr. Sprayregen has extensive experience representing major U.S. and international companies in restructurings out of court and in court around the globe. He has handled matters for clients in industries as varied as manufacturing, technology, transportation, energy, media, and real estate. He has extensive experience advising boards of directors, and generally representing debtors and creditors in complex workout, insolvency, restructuring, and bankruptcy planning matters worldwide.

Chambers & Partners has praised Mr. Sprayregen for his “outstanding reputation for complex Chapter 11 cases” noting he is a “great clients’ lawyer, admired for his unflustered ways.” Chambers said that clients it spoke to noted that he is “probably the best restructuring lawyer in the world.” Most recently, the 2015 edition of Chambers USA described Mr. Sprayregen as “a world-class practice leader,” one of the “deans of the Bar,” and “one of the guys you would go to if you have one of the biggest cases.” In 2014, Mr. Sprayregen was described by Chambers USA as “the godfather of restructuring” and “one of the major stars of the industry.”  Prior editions of Chambers recognized Mr. Sprayregen as “a restructuring genius and one of the best strategists in the country” noting that clients look to him as someone who is “providing leadership and strategic guidance on the big issues.”  Sources commended Mr. Sprayregen for his “incredible work ethic and skill” and for his ability to “bring a mastery of the law to practical application.” Clients are “impressed by his boundless energy to work on issues” and note that Mr. Sprayregen is “very good in complicated and difficult situations.”

In March 2010, Mr. Sprayregen was selected by The National Law Journal as one of “The Decade’s Most Influential Lawyers.” Mr. Sprayregen was named “Global Insolvency & Restructuring Lawyer of the Year” in 2013 by Who’s Who Legal Awards, receiving more votes from clients and peers than any other individual worldwide. In October 2013, Mr. Sprayregen was inducted into the Turnaround Management Association (TMA) Turnaround, Restructuring, and Distressed Investing Industry Hall of Fame‎. From 2013-2015, Mr. Sprayregen was appointed to serve a two year term as the President of INSOL International, the leading insolvency association in the world.

Mr. Sprayregen joined Kirkland in 1990 and built its international Restructuring Group. He joined Goldman Sachs in 2006 where he was co-head of Goldman Sachs’ Restructuring Group and advised clients in restructuring and distressed situations. He rejoined Kirkland three years later. Mr. Sprayregen is a frequent lecturer, speaker, and writer on insolvency, cross-border and distressed M&A issues. He has served as an Adjunct Professor at the University of Chicago Booth School of Business, New York University School of Law, and a Lecturer-in-Law at the University of Pennsylvania Law School.

Jeffrey Kleintop

Jeffrey Kleintop

Chief Global Investment Strategist, Charles Schwab

Jeffrey Kleintop analyzes and discusses international markets, trends and events to help U.S. investors understand their significance and financial implications. In this role, Kleintop provides research, commentary and actionable insights to Schwab’s client-facing teams and the firm’s Investor Services and Advisor Services clients through written reports, video content, conference calls, webcasts and in-person events.

Kleintop is frequently cited in a range of national media outlets including The Wall Street Journal, The New York Times, Barron’s and Financial Times, and he is a regular guest on high profile news networks including CNBC, Bloomberg, Fox Business News, PBS and ABC News. Kleintop has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” and he has been a featured or keynote speaker at dozens of industry events annually including the Barron’s Top Financial Advisor Summit and the Financial Planning Association annual conference.

Prior to joining Schwab, Kleintop served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC Wealth Management and senior investment strategist at ARIS Corporation of America. Kleintop is the author of Market Evolution: How to Profit in Today’s Changing Financial Markets, which was published in 2006.

Kleintop earned his B.S. degree in Business Administration from the University of Delaware and received his M.B.A. degree from Pennsylvania State University. He also studied at the London School of Economics and is a Chartered Financial Analyst (CFA).

Jeffrey Rosenberg

Jeffrey Rosenberg

Chief Fixed Income Strategist, BlackRock

Jeffrey Rosenberg, CFA, Managing Director, is BlackRock’s Chief Fixed Income Strategist and a member of the BlackRock Investment Institute. His responsibilities include working closely with the Global Chief Investment Officer of Fixed Income and the global fixed income portfolio teams to develop BlackRock’s strategic and tactical views on sector allocation within fixed income, currencies and commodities. Mr. Rosenberg is also the portfolio manager for the fixed income tactical allocation managed model portfolio, an actively managed portfolio of exchange traded funds.

Prior to joining BlackRock, Mr. Rosenberg spent nearly 10 years at Bank of America Merrill Lynch as the Chief Credit Strategist. His most recent role included coordination of strategy across all fixed income, securitized assets, credit, FX and commodities. Mr. Rosenberg brought innovation to his credit strategy work producing the first commercialized quantitative corporate credit portfolio risk analytics system from a dealer firm. At BAML, Mr. Rosenberg and his team were consistently top ranked by Institutional Investor for high grade, high yield, and general fixed income strategy. At BlackRock, Mr. Rosenberg publishes his monthly “Fixed Income Strategy” along with regular posts to the BlackRock Blog, contributions to BlackRock Investment Institute publications and numerous media appearances.

Mr. Rosenberg earned a Masters in Science degree in Computational Finance from Carnegie Mellon, a BA degree in Mathematics from the University of Minnesota, and a BA degree in Finance from the University of Wisconsin. He has been a Chartered Financial Analyst since 1997.

Steve Quirk

Steve Quirk

EVP Trading, TD Ameritrade

Steven Quirk oversees the strategy and deployment of initiatives for trading at TD Ameritrade. He also serves as a member of the Company’s senior operating committee, which shapes the strategic focus of the organization.

Under Quirk’s leadership, TD Ameritrade debuted the Investor Movement Index (IMX), a proprietary, behavior-based index that aggregates Main Street investor positions and activity. Quirk focuses on teaching the next generation of investors and championed the creation of the TD Ameritrade U program to bridge the gap between academia and reality in the classroom.

Prior to his current role, Quirk was responsible for the development of new trading tools and technology enhancements for the thinkorswim trading platform.

Quirk’s trading career began in 1987 on The Chicago Mercentile Exchange and Chicago Board Options Exchange (CBOE). While at the CBOE, he served on the exchange’s Index Market Performance Committee and the Arbitration Committee. He was a partner with SCMS for 7 years, trading options on index products. He also led the Chicago operations of Van der Moolen USA.

He is often asked to comment on the markets and for insight into Retail Client Behavior and has been featured on CNBC, Fox Business, Barron’s and The Wall Street Journal.

Quirk graduated from the University of Wisconsin with a B.B.A. in Risk/Insurance and Marketing. He holds Series 3, 4, 7 and 24 licenses.

Brian Hermelin

Brian Hermelin

Managing Partner, Rockbridge Growth Equity

Brian Hermelin is Managing Partner and co-founded Rockbridge Growth Equity, LLC, in 2007.  He is also a founding General Partner of Detroit Venture Partners, an early stage venture capital firm focused on creating technology businesses in Detroit; and, a principal of Rock Gaming, a casino gaming company with operations in Ohio, Michigan and Maryland.

Brian sits on the board of directors of several Rockbridge portfolio companies including:  Northcentral University, Protect America, Connect America, Purchasing Power, One on One Marketing, Triad Retail Media, Rapid Advance, and Gas Station TV.  In addition, he is a board member of Outbox AXS, a leader in electronic ticketing for sports teams and entertainment venues and of publicly traded Sun Communities, Inc., the nation’s premier provider of manufactured home communities and RV resorts.

For 15 years, Brian served as Chairman and CEO of Active Aero Group a leading air charter broker and logistics provider that also operates USA Jet Airlines, Inc., a privately held charter service provider for freight and passenger air transport. Some of his previous board positions also included ePrize LLC, a leading interactive promotions company, and Telemus Wealth Management.

Brian is involved with many non-profit organizations including Children’s Hospital of Michigan Foundation, where he is trustee; Jewish Federation of Metro Detroit and Cranbrook Schools, where he is a member of their boards of governors; American ORT and State of Israel Bonds, where he is a board member; and, Congregation Shaarey Zedek, where he is Past President.

Brian earned his BBA from the Ross School of Business at the University of Michigan and his MBA from the Wharton School at the University of Pennsylvania.

Kevin Prokop

Kevin Prokop

Managing Partner, Rockbridge Growth Equity

Kevin Prokop is a Managing Partner and co-founded Rockbridge Growth Equity, LLC in 2007.

Kevin has served and continues to serve on several Boards of private and publicly-traded companies, including the Board of Directors for Northcentral University, Protect America, Connect America, One on One Marketing, Purchasing Power, Triad Retail Media, Gas Station TV (GSTV), ABUV Media and Robb Report.

Kevin was formerly a Managing Director at Questor Partners Fund, a $1.1 billion private equity firm. Prior to Questor, Kevin was an engagement manager with McKinsey & Co.

Kevin has received Buyouts magazine’s “Turnaround of the Year” award, which is presented annually to the private equity sponsor that engineered the year’s most dramatic turnaround. He has also written numerous articles on business strategy, private equity and public policy issues. His writings were recently published in The Journal of Private Equity and in a book edited by Harvard Business School’s Robert Kaplan.

Kevin is vice chairman of New Detroit and is actively involved in Detroit Renaissance’s “Road to Renaissance” effort. Kevin was appointed by Michigan’s State Legislature to be Co-Chairman of the State of Michigan’s Commission on Governmental Efficiency, a private sector commission established to make recommendations to address the state’s fiscal health. He is also on the Board of Directors of the Citizens Research Council, a non-partisan public policy research organization.

Kevin earned his MBA from the University of Chicago, where he graduated summa cum laude and first in his class with a perfect grade point average; and his Bachelor’s degree from Georgetown University, where he graduated with distinction.

Kevin lives in suburban Detroit, Michigan with his wife and their three children.

Marshall Merriman

Marshall Merriman

Managing Director, BlackRock

Mr. Merriman is a Managing Director at BlackRock. Prior to joining BlackRock Capital Investment Corporation’s former advisor in 2005, Mr. Merriman was a Managing Director with Harris Williams & Company, an investment bank providing mergers and acquisitions and financial advice to middle market companies in the United States and Western Europe. During the last two years of his tenure at Harris Williams, Mr. Merriman headed the firm’s Corporate Finance and Restructuring Group, which advises healthy and distressed companies seeking to raise capital or restructure their balance sheets.

Prior to joining Harris Williams in 1998, Mr. Merriman was a partner at the law firm of McGuireWoods LLP, where he represented public and private companies and private equity firms in mergers and acquisitions and corporate finance transactions.

Mr. Merriman received a B.A. in Commerce from Washington & Lee University, summa cum laude, and a J.D. from the University of Virginia.

Akir Gutierrez

Akir Gutierrez

Director of Research, Sesquehanna Financial Group

Akir Gutierrez is the Director of Research at Susquehanna Financial Group, LLLP, the institutional broker-dealer member of the Susquehanna International Group of Companies. Akir assumed the role after serving as Head of Product Management for four years in 2014. Prior to joining SFG, Mr. Gutierrez was a Director at Deutsche Bank for four years where he was the North American Product Manager, and where he started their west coast derivatives sales desk in San Francisco. Prior to that Akir was a Senior Vice President at Lehman Brothers for 11 years. His experience there included nine years in institutional equity sales, and starting the west coast derivatives sales effort for Lehman as well. Akir earned his B.A. in International Relations from the University of Southern California.

Stacey Gilbert

Stacey Gilbert

Head of Derivative Strategy, Sesquehanna Financial Group

Stacey Gilbert currently heads Susquehanna Financial Group, LLLP’s Derivative Strategy. Her team works together to provide market commentary, actionable ideas and trading strategies driven by catalyst events, noteworthy trades in derivative products or the analysis of price distributions and volatility as implied by the options market. Throughout her tenure at SIG, Ms. Gilbert has held several senior trading roles on the trading desk and the American Stock Exchange trading both options and ETFs. In addition to her trading roles, Ms. Gilbert managed SIG’s Education Department, where she was responsible for teaching SIG’s Assistant Traders the principles of trading before becoming traders for the firm. Ms. Gilbert has been seen on CNBC and Bloomberg TV and quoted in the Wall Street Journal, Barron’s and other financial publications.

Ms. Gilbert joined Susquehanna in 1997 and received her B.A. in Mathematics and a minor in Economics from Dartmouth College. Ms. Gilbert is based in SIG’s headquarters in Bala Cynwyd, PA.