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Blackrock 400 Howard Street, San Francisco, CA
Artisan Partners 875 E. Wisconsin Ave., Suite 800, Milwaukee, WI 53202
SPEAKER Cuggino, Michael J. Michael Cuggino is the president and portfolio manager of Permanent Portfolio Family of Funds, Inc., an investment company consisting of four distinct mutual funds. He was a director of the fund since 1998, its chairman of the board and president since 2003, its secretary since 2006, and its treasurer from 1993 through 2007. Mr. Cuggino frequently appears on Bloomberg TV and radio, CNBC, CBS Radio, FOX News, and MarketWatch. He is a Certified Public Accountant and received his undergraduate degrees in accountancy and management from Bentley University. Distributed by Quasar Distributors, LLC.
U.S. Global Investors, Inc. 7900 Callaghan, San Antonio, TX 78229
INTERVIEW Janet Brown on ETFs, Active, Passive, SRI At MoneyShow SF, Janet Brown says, we identify what's working and stay with it. In large cap growth, we see a fairly even split between domestic and international. We do active, passive, SRI.
Permanent Portfolio Family of Funds 600 Montgomery St., 27th Floor, San Francisco, CA
SPEAKER Benz, Christine Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com. She is author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010). Ms. Benz is also co-author of MorningstarGuide to Mutual Funds: 5-Star Strategies for Success, a national bestseller published in 2003, and author of the book's second edition, which was published in 2005. Before assuming her current role in 2008, she also served as Morningstar's director of mutual fund analysis. Ms. Benz has served as editor of several of Morningstar's publications over the years, including PracticalFinance, MorningstarMutual FundsTM, and MorningstarFundInvestorTM. She has worked as an analyst and editor at Morningstar since 1993. Ms. Benz holds a Bachelor's degree in political science and Russian/East European studies from the University of Illinois at Urbana-Champaign.
SPEAKER Merk, Axel Axel Merk is the president and chief investment officer of Merk Investments and manager of the Merk Funds. He is a recognized expert on the global economy, monetary policy, and international investing. An authority on currencies, Mr. Merk is a pioneer in the use of strategic currency investing to seek diversification and has been named the "Currency Guru" by Morningstar. He is a regular guest on CNBC, FOX Business, and Bloomberg. Mr. Merk's columns and interviews frequently appear in the Financial Times, the Wall Street Journal, Barron's, and other financial media around the world. He is a sought after expert speaker at industry conferences, universities, government organizations, and think tanks on topics ranging from the economy, gold and currencies, to sustainable wealth and personal finance. Mr. Merk's book, Sustainable Wealth, was published by Wiley in 2009 and his newsletter, Merk Insights, reaches a wide audience of investors and analysts following global macroeconomic issues and their implications to investing. Mr. Merk manages the Merk Hard and Asian Currency Funds and co-manages the Merk Absolute Return Currency Fund and the Merk Currency Enhanced US Equity Fund. He holds a BA in economics, magna cum laude, and an MSc in computer science from Brown University.
SPEAKER Hough, Jack Jack Hough is an associate editor for SmartMoney.com. Mr. Hough writes the "Stock Screen" column for SmartMoney.com, SmartMoney magazine, and the Wall Street Journal and makes regular appearances on Fox Business Network. He is the author of Your Next Great Stock: How to Screen the Market for Tomorrow's Top Performers. Before joining SmartMoney in January 2003, Mr. Hough spent seven years on Wall Street advising high-net-worth investors.
INTERVIEW Rotation Strategy for Fund Leaders, Laggards Stephen McKee explains a rotation strategy to evaluate mutual funds and ETFs often over a two-to-three-month period. "Be with the leaders and avoid the laggards."