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Adviser Investment Management 85 Wells Avenue, Suite 109, Newton, MA 2459
Caye International Bank Ltd. P.O. Box 11 Coconut Drive, San Pedro, Ambergris Caye
Park Avenue Asset Management, Inc. c/o Park Avenue Venture Group, Ltd., 100 Park Avenue 16th Floor, New York, NY 10017
Permanent Portfolio Family of Funds 600 Montgomery St., 27th Floor, San Francisco, CA
Santander (Banco) 75 State Street, Mail code MA1-SST-04-15, Boston, MA 2109
Sun Capital Management 5 Park Plaza, Suite 1650, Irvine, CA 92614
SPEAKER Hathaway, John John Hathaway, CFA, is the portfolio manager of The Tocqueville Gold Fund. Besides being the manager of the Gold Fund since its inception in June 1998, he also manages discretionary "concentrated" portfolios for individual and institutional clients. Mr. Hathaway has 28 years' of experience in the investment business, the last seven with Tocqueville. Before joining Tocqueville, he spent eight years with the investment advisory firm, David J. Greene, where he became a partner, then founded and managed Hudson Capital Advisors, followed by seven years with Oak Hall Advisors as the chief investment officer. Mr. Hathaway has a BA from Harvard College and an MBA from the University of Virginia.
SPEAKER Atkeson, Nick Nick Atkeson is a founding partner of Delta Investment Management, LLC, a registered investment adviser offering the Delta Tactical Strategy and comprehensive wealth-management solutions. He is co-author of Win by Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk published by McGraw Hill. Win by Not Losing offers a comprehensive examination of tactical asset management strategies and instruction on how to avoid major down markets in your own portfolio. Mr. Atkeson is also an editor and adviser for Big Money Options, an options trading newsletter. Prior to founding Delta Investment Management, he was a managing director for Banc of America Securities LLC, ThinkEquity LLC, and Susquehanna International Group LLC. Mr. Atkeson graduated from Haverford College with a BA in economics and from the Stanford University Graduate School of Business.
SPEAKER Collins, Jim Jim Collins is CEO and chief investment officer of Insight Capital Research and Management, Inc. Prior to founding Insight in 1988, he developed Insight's highly disciplined investment process based on his quantitative research, experience as a fundamental research analyst, and later as a senior portfolio manager responsible for very large institutional accounts for one of the country's major financial organizations. Mr. Collins has been managing growth equity portfolios for more than 25 years, and his unusual background also involves venture capital investing and overseeing institutional real estate investments. Mr. Collins was the publisher and editor of OTC Insight for 20 years (10/87 to 10/07)--over the entire period OTC Insight's 17.0% annualized return put the newsletter in first place among the services tracked by the Hulbert Financial Digest. He holds a Bachelor of electrical engineering from the Georgia Institute of Technology and an MBA from Harvard University.
SPEAKER Dent, Harry Harry Dent, Jr. is the founder and senior editor at Dent Research, an economic research firm specializing in demographic trends. He dedicates himself to identifying and studying demographic, technological, and geopolitical trends. Mr. Dent's track record has accurately predicted Japan's collapse in 1989, the dot-com bubble-bust in 2000, and the housing bust in 2006 to 2007, among many other things. He is the author of several books, including the Demographic Cliff set to release in January 2014; The Great Crash Ahead published in 2011; The Great Depression Ahead published in 2008; and The Great Boom Ahead published in 1992. Mr. Dent has also appeared on Good Morning America, PBS, CNBC, CNN, FOX, and has been featured in Barron's, Investor's Business Daily, Entrepreneur, Fortune, Success, US News and World Report, BusinessWeek, the Wall Street Journal, American Demographics, Gentlemen's Quarterly, and Omni. He received an MBA from Harvard Business School, where Mr. Dent was a Baker Scholar and was elected to the Century Club for leadership excellence.