FreedomFest 2016

Dr. Paul M. Wendee has been an investment banker, securities analyst, and private equity fund manager for 33 years. He is the managing director of Paul M. Wendee & Associates, LLC, a corporate finance, private equity, and management consulting firm. He is the creator and developer of value driver theory, which is a new way of understanding and strategically thinking about business. Dr. Wendee is a successful entrepreneur and management... Read More →

Rob Arnott is the founder and chairman of Research Affiliates, a research-intensive asset management firm that focuses on smart beta and asset allocation. He has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index™ approach to investing. Rob has published more than... Read More →

Christopher Long is President and Chief Executive Officer of the Intercollegiate Studies Institute and is a graduate of George Mason University. Prior to rejoining ISI in April 2011, he served as Managing Director of a global investment bank and asset management firm, as Chief Executive Officer and co-owner of hedge fund advisor Endowment Capital Group, L.P., and Chief Operating Officer of Friess Associates, LLC, and Treasurer of its Brandywine... Read More →

Rodolfo Milani is a senior managing director at Dominick & Dominick, which provides investment advice to companies and high net worth clients throughout Latin America and the United States. Rodolfo has more than 36 years’ experience in the industry, and previously held senior positions at Merrill Lynch International, Kidder Peabody & Co., Donaldson Lufkin & Jenrette and Credit Suissel. He received his MBA from the Thunderbird... Read More →

Donald Smith has devoted his entire career to all aspects of the investment business that support the management of client portfolios.  He began his career as an analyst with Capital Research Company and subsequently became a director, vice president and portfolio manager of Capital Guardian Trust Co. In 1980, Donald became the chief investment officer of Home Insurance Company and president of Home Portfolio Advisors, Inc., which he... Read More →