Banco Popular de Puerto Rico

Gordon A. Schaller, a Partner at Jeffer, Mangels, Butler & Mitchell, LLP, is a prominent tax and estate-planning attorney in Southern California who has been in practice for over 30 years. Mr. Schaller focuses his practice on taxation issues, estate planning, business succession, charitable and wealth management services and trust and estate litigation. Because of his expertise, many high net worth individuals, family offices, and numerous public and private charitable organizations turn to Mr. Schaller for effective and creative solutions for tax, charitable, business succession and family issues. His intimate knowledge of financial, estate and tax structures make him a crucial member of an affluent client’s core team of advisors.Mr. Schaller is among the country’s most in-demand attorneys for developing comprehensive, integrated multi-generational wealth planning, preservation, insurance and management solutions. Besides being a seasoned expert in the nuances of wealth transfer and taxation, Mr. Schaller is also well versed in creating technological platforms, freeing advisors to place their focus on clients and their needs. Mr. Schaller frequently facilitates the interaction of the client's investment, insurance, tax and philanthropic advisors to achieve goals-based integrated results. He is also well-known in the area of captive insurance structures for uninsured risks combined with related estate planning and business succession planning.Prior to joining JMBM, Mr. Schaller was founder of an independent wealth advisory firm. He is a Fellow in the American College of Trust and Estate Counsel (ACTEC).Phone: (949) 623-7200

As a representative for The Options Industry Council and serving as Director, Financial Advisor Education, Eric Cott endeavors to help advisors and their firms to use options more effectively. Mr. Cott is responsible for expanding OIC’s outreach to financial advisors. Additionally, he participates in conference panel discussions, presents advisor-oriented educational seminars, and guides the development of options curriculum and content for the OIC Advisor web site. Over the last 16 years, Mr. Cott has supported, served as and directed financial advisors through different roles. Most recently he was a Regional Vice President and Retirement Income Consultant at Sunlife Financial Distributors Inc. where he identified and cultivated new business, increasing assets and revenue share. Prior to that, Mr. Cott spent the majority of his investment career as a Producing Manager and Assistant Vice President at Merrill Lynch Pierce, Fenner & Smith, Inc. There he built and maintained a successful wealth management practice.Mr. Cott holds a BA from University of Wisconsin Madison and the CRPC designation from the College of Financial Planning.

Paul Weisbruch is the VP of ETF\/Index Sales and Trading at Street One Financial. He graduated from the University of Pittsburgh (B.S. – Economics), graduating magna cum laude, and has an MBA from Villanova University. Prior to joining the team at Street One, Paul served as the Director of RIA and Institutional ETF Sales at RevenueShares ETFs from December 2007 until November of 2009. Before RevenueShares, Paul was employed by Susquehanna International Group from 2000 until 2007 serving in roles including OTC\/NYSE Institutional Block Trading, Nasdaq\/OTC Market Making, ETF\/Derivatives Intelligence and Strategy, Algorithmic Trading, as well as acting as the PHLX Floor Specialist in the ETFs, SPY and DIA. Paul has been actively involved in the ETF space from both a product and trading standpoint since 2000. He maintains close relationships with the issuers of the ETFs and attends many industry conferences, as he understands from his experiences at RevenueShares the operational, trading, and branding challenges that newer ETF companies face in trying to raise assets and successfully launch their funds. Additionally, Paul has well forged relationships with national RIAs, institutional pension fund managers and consultants, mutual fund and hedge fund managers, and also the ETF media. Paul has been quoted and referenced in a number of ETF industry publications including Barron’s, Wall Street Journal, Morningstar, Traders Magazine, Index Universe, TheStreet.com, ETF Database, Seeking Alpha, The ETF Authority, AdvisorPerspectives, and ETF MarketPro. He holds his Series 4 (Registered Options Principal), 6, 7, 55 (Equity Trader), 63, and 65 licenses. Paul resides in the suburbs of Philadelphia, PA with his wife Mandy.

Consuelo MackAnchor and Managing EditorConsuelo Mack WealthTrack on Public TelevisionConsuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its sixth season, Consuelo Mack WealthTrack has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WealthTrack is the only program on television devoted to long-term diversified investing in all of the investments people care about: stocks, bonds, real estate, insurance, art and collectibles.\nWealthTrack has scored a series of television exclusives including Wall Street’s number one ranked economist Ed Hyman, Yale endowment head David Swensen and prescient fund manager Jeremy Grantham who called both the tech and credit market bubbles.  WealthTrack which started on a handful of stations is now seen in more than 126  markets, including all of the top 20, and 290 stations covering 79% of the country. In New York WealthTrack is seen on WLIW, channel 21 on Friday evenings at 7:30 and Saturday mornings at 8:00 on WNET, channel 13. In Boston it also airs twice, on Sunday mornings at 8:30 in WGBX and Sunday evenings at 6:00 on WGBX World.  \nBefore developing WealthTrack Mack spent over a decade at The Wall Street Journal as the Anchor and Managing Editor of its weekly syndicated business program, “The Wall Street Journal Report”. During her tenure it won the Overseas Press Club award, the Gracie award and was nominated for a News and Documentary Emmy award for excellence in background and analysis.     \nMack also played a critical role in CNBC’s strategic alliance with Dow Jones, the parent company of The Wall Street Journal. Anchor of a morning show, reporter for a daily “Strategy Session”, she also anchored “Louis Rukeyser’s Wall Street” in its final months on both CNBC and PBS. \n  \n Mack’s international experience includes being the Anchor and Editor of “The Asian Wall Street Journal Report”, a weekly business program syndicated throughout Asia, and hosting the 1996 PBS documentary series “Emerging Powers” and the 1994 PBS special “Pacific Rift”.\nMack is a pioneer in business television. She was a founding partner of “Today’s Business”, where she was the sole Anchor and Executive Editor of television’s first daily, nationally syndicated business news program. She was founding news editor and co-anchor of “Business Times”, the first national morning business program. In its first year “Business Times” won the ACE award, cable television’s highest honor. \nPrior to her television career, Mack worked for several prominent research and money management firms including Mitchell Hutchins and Merrill Lynch. She is a member of the Economic Club of New York, the Council on Foreign Relations, The Women’s Forum and is a board member of the YMCA of Greater New York.    She has received several honors including the first Lifetime Achievement Award for Women in Print and Electronic Financial Journalism from the Women’s Economic Roundtable and the Malcom S. Forbes Public Awareness Award. Mack graduated from Sarah Lawrence College with a bachelor degree in English Literature, History and Political Science.\n

Kol Birke is a financial behavior specialist at Commonwealth Financial Network®, member FINRA\/SIPC, a registered investment adviser, in Waltham, Mass. At Commonwealth, Kol helps advisors make financial planning easier and more effective by lowering psychological and behavioral roadblocks that often get in clients’ way—in essence, aligning their actions with their goals. He has a BA in Economics from Brandeis University and a Master of Applied Positive Psychology from the University of Pennsylvania.

As the Chief Investment Officer for Iron Point Capital Management, Jeff chairs the Investment Committee, which is responsible for the research and investment policy functions for the firm’s managed programs. Jeff oversees the firm’s macro analysis as well as a specialization in U.S. economic and bond market data.Jeff earned a Bachelor of Business Administration degree with a major in Finance from Miami University in Oxford, Ohio. He also holds a Master of Science degree in Management with specialization in Banking and Financial Services Management from Boston University. He is a Chartered Financial Analyst (CFA) Charterholder, a Certified Fund Specialist (CFS), and holds a Series 7 securities license. Articles authored by Jeff have appeared in Personal Financial Planning and The Ohio CPA Journal.In his personal time, Jeff enjoys traveling, working out and spending time with his familyAreas of Expertise:Investment Management; U.S. Economic Markets; Bond AnalysisEducation\/Certification:B.A., Miami University, Ohio, Finance;\nM.S., Boston University, Management: Banking and Financial Services; CFA Charterholder; Certified Fund Specialist (CFS); Series 7 licenseFeatured in Publications: Personal Financial Planning; Ohio CPA JournalBoards\/Organizations: CFA Institute;CFA Society of Cincinnati\n

Christian Magoon is CEO of Magoon Capital, a consulting firm founded to provide strategic counsel and initiate business development in the financial industry. An experienced strategist, Christian has helped raise more than $40 billion for asset managers since the mid-1990s in various product structures including ETFs, separately managed accounts, closed– end funds (CEFs) and unit investment trusts (UITs). A widely recognized thought leader on finance and market issues, Christian’s two fold mission is to support industry growth by making new investment opportunities accessible for investors and to provide insight into today’s changing investment landscape.Prior to forming Magoon Capital in 2010, Christian was President of Claymore Securities, where he built one of the fastest growing and most innovative ETF businesses in the country. He launched more than 40 ETFs and 100 UITs, introducing many “firsts” to the U.S. market, including the first Sector Rotation, Timber, BRIC and suite of China focused ETFs. At the time of Christian’s departure from Claymore in late 2009, the firm’s ETF, CEF and UIT product lines contained more than $15 billion of investor assets.Christian consistently provides his industry insights and knowledge as a commentator in the U.S. media speaking publicly on macro investment issues and ETF related topics. In 2008, he was named by Institutional Investor News as one of the five people to watch in the U.S. ETF marketplace. Christian has had the honor of ringing the opening bell to begin the trading day at the NYSE Euronext multiple times. He obtained his Bachelor of Arts and Master’s degree from Wheaton College in Illinois and has held the Series 7, 24, 63 and 65 securities license.

Sanjay Arya is the Director of Morningstar Indexes and leads the Global Index Group. He is responsible for business strategy, product development, and distribution of the indexes. In this capacity, Arya oversees research that supports methodologies underlying the indexes and works with clients to build partnerships to enhance the usage and applications of Morningstar Indexes.He started the Global Index Group in 2001 and has led the development of a broad suite of equity, bond, commodity and asset allocation indexes. Arya has made numerous presentations on index-related topics at professional conferences, meetings of professional organizations, and professional education programs. His opinions have been quoted in the industry and in trade publications, and he currently sits on the review board of the Journal of Indexes.Prior to his current position, he was the director of equity data analysis and has been with Morningstar for 16 years.Arya holds a bachelor's degree in chemical engineering, and has a master’s of business administration in finance from Cleveland State University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Investment Analysts Society of Chicago.

Tom Lydon is editor and publisher of ETF Trends, a website with daily news and commentary about the fast-changing trends in the exchange traded fund (ETF) industry. Mr. Lydon is also president of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net worth individuals. He has been involved in money management for more than 25 years.Mr. Lydon began his career with Fidelity Investments and was a founding member of Charles Schwab's Institutional Advisory Board. He serves on the Board of Directors for U.S. Global Investors, Inc. and Rydex | SGI; and is also on the Pacific Investment Management Co., LLC (PIMCO) Advisory Board for RIAs.In early 2010, Mr. Lydon helped create the CNBC Model ETF Portfolios. He is a regular contributor to major print, radio, and television media and is invited to speak to audiences at financial conferences around the world. Mr. Lydon is the author of The ETF Trend Following Playbook, as well as iMoney: Profitable Exchange-Traded Fund Strategies for Every Investor.

Kevin D. Mahn joined Parsippany, NJ based Hennion & Walsh as a Managing Director in 2004. Serving as its Chief Investment Officer, Mr. Mahn is responsible for the Asset Management activities of the Firm. Mr. Mahn also serves as the Portfolio Manager for the SmartGrowth family of mutual funds and directs the creation and supervision of the various portfolios within the SmartTrust™ series of Unit Investment Trusts.Mr. Mahn is the author of the quarterly “ETF Insights” newsletter as well as a co-author of the book, Exchange Traded Funds: Conceptual and Practical Investment Approaches, © 2009 Riskbooks. Mr. Mahn is also a a frequent contributor to the Forbes Intelligent Investing blog.Prior to Hennion & Walsh, Mr. Mahn was a Senior Vice President at Lehman Brothers where he held the positions of CAO of the High Net Worth Product and Services Group as well as COO of Lehman Brothers Bank.Mr. Mahn received his Bachelor's degree in Business Administration from Muhlenberg College and his M.B.A. in Finance from Fairleigh Dickinson University. Mr. Mahn has also served as an adjunct professor at Fairleigh Dickinson University within the Department of Economics, Finance and International Business.Mr. Mahn was the recipient of the 2009 Institutional Investor Rising Stars of Mutual Funds Award.Interviews with, as well as byline articles and insights from, Mr. Mahn have appeared in\/on CBS News, CNBC, Fox Business News, Wall Street Journal, Investor’s Business Daily, Fortune, Forbes, Business Week, New York Times, CNNMoney.com, Investment Advisor Magazine, SmartMoney, The Star-Ledger, The Daily Record, Reuters, Fund Action, The Street.com, CNBC.com, Fox Business.com, Dow Jones Newswires, MarketWatch, Ignites, Ticker Magazine, Money Management Executive, Wall Street Transcript, Financial Planning, Risk Magazine, Financial Times and Investment News.