Minyans in Manhattan Conference Speakers:



Steve Galbraith
Limited Partner, Maverick Capital & former Chief U.S Investment Strategist, Morgan Stanley

Steve Galbraith is a Limited Partner at Maverick Captial. Prior to this role, he served as chief investment officer and chief U.S. investment strategist at Morgan Stanley, which he joined in the summer of 2000 as a managing director. As chief investment officer for the U.S. equity research department, he was responsible for leading Morgan Stanley’s strategy effort in fundamental, quantitative and technical analysis. He provided creative insights into a broad range of investment issues and significantly influenced the thinking of institutional portfolio managers and analysts. His work was consistently been recognized in various Wall Street analyst polls, including a No. 1 ranking in the Institutional Investor All-America Research Team poll in 2002.

Previously, Galbraith was a partner at Sanford Bernstein & Co., where he covered the packaged foods sector and later the securities industry. He was a highly ranked analyst in both industries. Prior to joining Bernstein, he spent time with Chase Manhattan working in various locations, including the United Kingdom, Hong Kong, Latin America and New York. Galbraith, who holds degrees in both economics and English, teaches Securities Analysis at Columbia University.

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Jeffrey D. Saut

Managing Director, Investment Strategy
Raymond James & Associates

Jeffrey Saut joined Raymond James in September 1999 as a managing director of investment strategy. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, is wholly-owned by Raymond James Financial, Inc. (NYSE-RJF)

Previously, Mr. Saut was managing director of research at Roney & Co. in Detroit, which was acquired by Raymond James & Associates in September 1999. Prior to that, he was managing director of equity capital markets for Sterne, Agee & Leech, Inc. His responsibilities there included equity research, investment banking, institutional sales and syndicate.

After graduating from St. Andrews in 1971, Mr. Saut became a trade desk manager in New York. In 1973, he joined E.F. Hutton, where he began following equities and writing research. He subsequently worked as a securities analyst for Wheat First Securities, and then at Branch Cabell, where he ran the equity research group as director of research and acted as portfolio manager for the firm’s affiliate, Exeter Capital Management. In addition, he built the research and institutional sales departments for the regional brokerage firm Ferris, Baker, Watts, Inc.

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Todd Harrison

Founder and CEO of Minyanville

Todd has fifteen years of experience on Wall Street. After graduating from Syracuse University with honors (1991), he spent seven years on the worldwide equity derivative desk at Morgan Stanley (vice president).

In 1997, he became a managing director of derivatives at The Galleon Group. Three years later, he joined a $400 million hedge fund as partner (head of trading) and was President from January 2001 until January 2003.

From July of 2000 through September 2001, Todd was the featured columnist on TheStreet.com's Realmoney.com financial website.

Todd has appeared on CNBC, CNN, Bloomberg television, E-Entertainment and featured in Fortune, Barron's, Trader's magazine, New York magazine, New York Newsday, CBS MarketWatch and The Wall Street Journal.

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Jeff Bernstein
Portfolio Manager and Founding Partner, Keel Capital

Mr. Bernstein is a Managing Director of Keel Capital Management, L.L.C. and manages the portfolios of the Keel Funds. Mr. Bernstein has seventeen years of experience in the investment business, nearly all of it in TMT equities. Previously, Mr. Bernstein was a partner, analyst and portfolio manager at The Galleon Group from 2000-2002. While at Galleon, Mr. Bernstein co-managed the $400 million New Media fund for six months and then sole managed the fund, after sole managing the $30 million Polaris fund during his first six months there.

Prior to Galleon, Mr. Bernstein was a Managing Director at Goldman Sachs and Co., where he spent ten years. Mr. Bernstein was responsible for starting the industry’s first institutional equity sales force dedicated to selling technology equities, and built relationships with both Goldman’s largest institutional investor clients, as well as the senior managements of many of the industry’s most important public TMT companies. From 1985-1989, Mr. Bernstein served in various capacities for Irving Bank Corp. and the Bank of New York, including equity analyst and positions in strategic planning and investor relations.

Additionally, Mr. Bernstein was an initial investor in Marquis Jet Partners, where he also served on the Board of Directors. Marquis Jet is a leading company in private aviation by offering exclusive access to the NetJets fleet in increments of 25 hours. Mr. Bernstein also serves on the Board of Advisors of the Master’s Program at the School of Foreign Service at Georgetown University. Mr. Bernstein has a BA from Cornell University (1983) in history, and an MS from the Georgetown University School of Foreign Service (1985) with a focus on International Business Diplomacy and Country Risk Assessment.

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Stephanie Pomboy
Founder and President of MacroMavens

Stephanie Pomboy founded MacroMavens in February 2002, after 11 years of working with Ed Hyman and Nancy Lazar at ISI Group.

Having earned her Bachelors Degree in economics from Dartmouth College, Stephanie joined the economic research team at Cyrus J. Lawrence, then-headed by Ed Hyman. In 1991, the team left to establish ISI Group, an independent economic research firm. During her tenure at ISI, Stephanie worked closely with the largest and most sophisticated institutions, providing timely economic insight and analysis.

MacroMavens furthers these endeavors in striving to identify major economic trends early while avoiding the typical overemphasis on short-term swings. The work is frequently cited in industry publications including The Wall Street Journal, Barron’s, CBS MarketWatch, and Bloomberg.

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Michael Santoli
Senior Editor
Barron's, New York

Michael Santoli, senior editor, claims that “If I don’t have a point of view, I’m not doing my job and the last thing I want to do is to be obscure. I want the reader to know my opinion and to know the difference between fact and opinion.” Through the years, Barron's readers have been treated to Santoli’s opinion on a number of different topics. As one of Barron‘s most seasoned columnists, Michael has been responsible for at least four different columns during his tenure at Barron's.

Michael has written “The Trader” column since May 2002, which broadly covers the stock market and investment trends. “The Trader” relies on some of Wall Street’s savviest and most experienced analysts, traders, strategists and portfolio managers, as well as corporate chieftains. Michael lends his personal writing style to “The Trader,” opening a window on the market’s occasionally quirky behavior and investor psychology.

From March 2002 until he was promoted to his current assignment, Michael served as Barron's mutual-funds guru. He edited Barron‘s entire Mutual Funds section and the quarterly mutual-fund pullout section; he also wrote the weekly “Fund of Information” column. In addition, Michael has written cover stories on investment opportunities apart from mutual funds and is a respected market expert who can competently comment on a diverse number of sectors.

Michael is a regular on-air contributor to the CNBC cable network, including appearances every Monday morning to discuss investment ideas from each week’s Barron‘s. He also can be seen commenting on the markets and economy as a Barron’s representative on panels at investor conferences and conventions, and can be heard on various talk-radio stations throughout the week.

Michael has received two Dow Jones Newswires Awards for distinguished real-time journalism. Born in Manhasset, N.Y., Michael received a bachelor's degree in history from Wesleyan University in Middletown, Conn.

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Bennet Sedacca
President
Atlantic Advisors

As President of Atlantic Advisors, Bennet Sedacca brings with him more than 26 years of securities industry experience. Providing expertise in the fixed income arena, equity markets, and cash management, Bennet has assisted both individuals and institutions in the implementation of their investment objectives.

From 1981 to 1997 he worked for several major investment banks, specializing in high grade fixed income securities marketing, trading and portfolio management. While working for PaineWebber as a Senior Vice President, Bennet was a member of the Chairman’s Council for four consecutive years. During his years with Salomon Smith Barney as a Vice President, Bennet established an institutional fixed income presence in Central Florida. In 1997, Bennet formed Sedacca Capital Management focusing on portfolio management for high-net worth individuals and small to mid-sized institutions.

In addition, Sedacca Capital Management was the investment manager for two hedge funds, Sedcap Partners I & II. Bennet is regularly quoted in Wall Street Journal Online and Barrons. Bennet graduated from Rutgers University in 1982 with a degree in Economics and was a member of the International Honor Society of Economics.

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Steve Shobin
Vice Chairman & Chief Investment Strategist
AmeriCap Advisers, LLC

Steve is a veteran of more than three decades on Wall Street where he was a Managing Director at Lehman Brothers, Inc. and a First Vice President at Merrill Lynch. Mr. Shobin was a senior member of the research divisions at both firms. During his tenure, he developed unique methodologies for projecting the long term trends of stocks and industry groups, incorporating various techniques for controlling risk. Mr. Shobin has advised some of the world's largest mutual funds, hedge funds, and institutional investment managers on stock selection and portfolio structuring. Steve has been a member of the Institutional Investor All-American Research Team in 1997, 1998, 1999, and received a #1 ranking in the year 2000 just as he was leaving Lehman to join AmeriCap.

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John Succo
Co-founder
Vicis Capital

John Succo graduated from Indiana University with a graduate degree in finance concentrating in option pricing theory in 1984. He worked at Morgan Stanley from 1984 to 1992 where he was influential in the growth and expansion of the institutional equity derivatives market. As a principal and head of index and structured product trading, he helped develop dispersion methodology in trading and managing derivative risks, which greatly increased the liquidity and consequently the application of derivative products in asset-liability management.

In 1992 he became Managing Director in charge of global equity derivative trading at Paine Webber Inc. In 1996 he joined Lehman Brothers and ran derivative trading until 1998. He then joined Alpha Investments of New York heading risk management and as a director of the Investment Management Committee, managing internal and external capital investing in hedge funds. In 2001 he jointly founded Vicis Capital, a multi-strategy hedge fund where he manages overall risk and a portfolio concentrating in volatility extraction by opportunistically trading derivative instruments.

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Greg Weldon
Founder
Weldon Financial

After studying English at Colgate University, Greg began his successful career in the financial markets in the Comex Gold and Silver Pits. As foreign debt futures emerged in the mid-'80's, he joined Lehman Brothers as a broker, and was later hired by Prudential Securities as an institutional sales trader.

In 1990, Greg joined the now legendary hedge fund Moore Capital Management, first in trade execution and then eventually as a proprietary trader.

He joined Commodity Corporation in Princeton, New Jersey in 1995 as a proprietary money manager. He became one of their top risk-adjusted performers, returning 65% with a peak to trough draw down of only 11% during his 2-year tenure.

In 1998, as Goldman Sachs bought out the CC partnership, Greg decided to start his own company, forming Weldon Financial. His vision was to not only successfully manage money, but to offer his methodical and now proven research regime to other fund managers. His daily routine, so to speak, was the product. Weldon's Money Monitor and The Morning Metal Monitor (now simply called Metal Monitor) were born. These two newsletters were/are a window into Greg's trading world.

Greg became a regular guest on CNBC and was often quoted by the major newswires (Bloomberg, Reuters, etc). Greg also produced a ½ hour cable TV show called Weldon on Wall Street.

Few publications offer the macro-perspective with such scope and breadth. He fluidly presents the fundamental, technical, inter-market, psychological, and intuitive elements of market action. Weldon Financial is now a highly regarded and profitable publishing company, having garnered some of the world's most respected fund managers as loyal readers.

He has been active in a myriad of charitable causes, including "Playing-4-Peace", an organization started by Colgate University Alumni. "Playing-4-Peace" seeks to support the education of children and more harmonious race relations in North Ireland and South Africa, using basketball as the springboard. More recently, with his time spent in St. Croix, Greg has become actively involved with the Queen Louise Home for Orphans and Abused Children, a charity with sponsorship from Major League Baseball.

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Phil Erlanger
President
Phil Erlanger Research Co., Inc.

Philip B. Erlanger, CMT is President of Phil Erlanger Research Co., Inc. (www.erlangerresearch.com). Following his experience as Advest's Chief Technical Analyst in the 1980s, and his 5-year tenure as Senior Technical Analyst for Fidelity Management & Research Co., Inc., Mr. Erlanger in 1994 formed his own company with the goal of providing high quality, unique information and technical analysis research. His company also includes software development (www.erlangerquote.com and www.erlangerchartroom.com). Mr. Erlanger is a two-time past president of the Market Technicians Association. In 1997, Mr. Erlanger won the MTA Best of the Best Award for Computer Assisted Analysis.

Mr. Erlanger has lectured at Universities such as Rutgers, MIT, Boston University, Emory and as an adjunct Professor at Bentley College where he taught a course in Technical Analysis.

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Jeff Macke
Senior Editor of Minyanville.com
Co-host of CNBC's Fast Money

Jeff Macke is also a founder and president of Macke Asset Management (MAM). Prior to founding MAM, Macke was a partner and co-founder of Macke Partners, an investment partnership. Macke also has been an analyst with Palo-Alto Investors and a consultant with Senn-Delaney Retail Consultants where he developed the associate training program for Sears that is still in use today in addition to working on projects with a wide variety of Fortune 500 retailers. Macke is currently on the board of directors for Duckwall-Alco.

He has a master's of business administration from Stanford University Graduate School of Business (1997) and a bachelor's degree from Dartmouth College (1991).

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