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SPEAKER Conrad, Roger Roger Conrad is co-founder and chief editor of Capitalist Times and publisher of Energy and Income Advisor, Capitalist Times, and Conrad's Utility Investor. He's been on the MoneyShow circuit since 1989, with a focus on utilities, Canadian and Australian high-yielding stocks, master limited partnerships, and other income and growth investments worldwide. From 1989 to 2013, Mr. Conrad was founding and sole editor of Utility Forecaster.
SPEAKER Carlson, Robert Robert Carlson is editor of the monthly newsletter and Web site, Retirement Watch. He is chairman of the Board of Trustees of the Fairfax County Employees' Retirement System, which has over $3 billion in assets, and was a member of the Board of Trustees of the Virginia Retirement System, which oversaw $42 billion in assets, from 2001-2005. His latest book is Personal Finance for Seniors for Dummies (with Eric Tyson). Previous books include Invest Like a FoxNot Like a Hedgehog and The New Rules of Retirement.
FEATURED MEDIA PARTNER Eagle Financial Publications Build your wealth with some of the world's most trusted advisers. With its growing family of experts, Eagle has fast become one of America's leaders in the financial publishing arena. Eagle provides exclusive investment advice for shrewd investors looking for the most profitable opportunities the world has to offer. Eagle is the proud publisher of five top investment advisers, with newsletters and trading services including: Dr. Mark Skousen's Forecasts & Strategies, 1600 Alert, Five Star Trader, High-Income Alert, and Fast Money Alert; Jim Wood's Successful ETF Investing ; Nicholas Vardy's Smart Money Masters, Momentum Trader Alert, and Alpha Algorithm; Bob Carlson's Retirement Watch; Bryan Perry's Cash Machine, Premium Income, Quick Income Trader, and Instant Income Trader; and Mike Turner's TurnerTrends Tools, Signal Investor, and Quick Hit Trader. You'll find specific investing recommendations and financial planning advice in each of their publications and trading services. In addition, Eagle has several websites including www.StockInvestor.com, www.DividendInvestor.com, www.DividendYieldHunter.com.
SPEAKER Pape, Gordon Gordon Pape is a well-known, bestselling Canadian author who specializes in personal finance and investing. He is editor and publisher of four newsletters including: The Canada Report, a monthly newsletter for US residents who want to invest in Canadian securities. Mr. Pape's other newsletters include: the Internet Wealth Builder, a weekly e-mail investment advisory; The Income Investor, a twice-monthly report on income securities; and Mutual Fund/ETF Update, a monthly publication for Canadians on mutual fund and ETF investment strategies. His Web sites can be found at www.buildingwealth.ca and www.thecanadareport.com.
SPEAKER George, Neil Neil George is the editor-in-chief of Income Publications and Products for Agora Financial. In addition, Mr. George is the editor of Lifetime Income Report and Income on Demand--which are investment advisory publications. He is the former editor of Personal Finance, which he did for many years as well as serving as editor for a collection of other investment journals published in the US, Germany, and other selected nations. Prior to his career in media, Mr. George worked for over two decades on six continents in senior positions with a select group of financial institutions.
SPEAKER Butterfield, David David Butterfield is director of Investor Relations for Realty Income. He has been with the company since 1987, and is considered an expert in the company's history, strategy, and performance. Since the company went public and begun trading on the NYSE in 1994, Mr. Butterfield has further developed his knowledge base, to include specialized expertise in the net lease investment niche, as well as the broader REIT industry. He has also served as a valuable resource, regarding investing for income options, for thousands of investment advisors with whom he converses on a regular basis.
SPEAKER Fabian, Doug Doug Fabian is the editor of a newsletter and free e-newsletter published by Eagle Financial Publications, and the radio talk show host of the syndicated show Doug Fabian's Wealth Strategies. He has helped his readers and listeners successfully navigate bull and bear markets for more than 30 years. Mr. Fabian's flagship advisory service, Successful ETF Investing, has produced double-digit annualized returns since 1977. He often appears on CNBC, CNN, and FOX News, and he has also been featured in the Wall Street Journal, USA Today, the New York Times, Fortune, SmartMoney, and Barron's.
INTERVIEW Selling Covered Call for Income Bryan Perry discusses strategies that investors can utilize to generate income by selling covered calls.
SPEAKER Johnstone, Bruce Between degrees from Harvard College and Harvard Business School, Bruce Johnstone served two years in the US Navy as an officer on a destroyer, and joined Fidelity Investments in 1966. From 1972-1990, he managed the Fidelity Equity-Income Fund. During that period, the fund achieved a return of over 1100%, nearly twice that of the S&P 500. This return ranked him as the #1 equity-income fund manager in the nation for the 19-year period. In 1987, Money magazine named Mr. Johnstone America's Best Income Investor. During his tenure on the fund, he oversaw all of Fidelity's Growth and Income funds and chaired Fidelity's Investment Committee. A Chartered Financial Analyst and managing director of Fidelity Investments, Mr. Johnstone is currently serving as senior marketing investment strategist for Fidelity's retail and institutional companies. Eric Kobren, former publisher of Fidelity Insight, one of the leading newsletters researching Fidelity's funds in the US, has said Bruce Johnstone ranks "a close second" to Peter Lynch as Fidelity's best all-time fund manager.
SPEAKER Young, Roger Roger Young is a senior vice president for Fidelity Capital Markets (FCM), a division of Fidelity Investments. He manages FCM's fixed-income distribution for retail, high-net-worth, family office, and correspondent banking. Mr. Young is a 30-year financial services veteran with extensive experience in institutional banking, portfolio management, trading, and research in the domestic debt markets. Prior to joining Fidelity in 1991 as vice president and manager of taxable trading, he ran the short-term funding desk of Bank of Boston. In 1985, Mr. Young took a senior position with London-based Kleinwort-Benson in Chicago, where he ran their Eurodollar futures trading at the Chicago Mercantile Exchange. Mr. Young began his career in banking with Norwest Bank in Minneapolis in 1978. He worked on the funding and trading desks and eventually became senior vice president of the bank's Asset Liability Committee, managing their multi-billion taxable and tax-exempt portfolio. Mr. Young is a member of the Securities Industry and Financial Markets Association, where he was co-chair of their Corporate Bond Education Committee in June 1997.