The Defining Markets conference series focuses on major events shaping the economy, business, and markets, with the goal of helping attendees better position their portfolios and businesses. This annual event will be hosted every January.
Defining Markets Conference
Thursday, January 25, 2018
3:00pm – 5:30pm, followed by reception and UWM Men’s Basketball game
Miller High Life Theatre (formerly the Milwaukee Theatre)
500 W. Kilbourn Avenue
Conference: 2.5 CFA Hours, 2 CFP and Wisconsin Insurance Credits
Join high-level investment and health care industry experts for a lively conversation on the main issues transforming the global economy and health care. Investment experts will discuss issues shaping the economy and financial markets. An insurer, provider, technology expert, and investor will discuss the future of health care funding and delivery, innovations, and other critical drivers. $65.00 per person.
Networking reception to follow, and join fellow attendees at 7:00 pm as the UWM Men’s basketball team takes on rival Youngstown State. Center court tickets are included in the registration.
3:00pm – 4:20pm
Kathleen is Executive Director of the Milwaukee Institute. The Milwaukee Institute is a nonprofit technological center that is redirecting resources to cloud computing. It was founded with funds from Milwaukee private equity firm Mason Wells, Metavante (now FIS), Rockwell Automation, and Johnson Controls.
Previously, Kathleen spent 23 years as a business reporter for the Milwaukee Journal Sentinel, where she covered technology, entrepreneurship, and investments. She was part of a team that won the Pulitzer Prize in 2011. Earlier, she was a Communications Consultant for The Federal Reserve Bank of Chicago.
Kathleen is Executive in Residence in Investment Communications for University of Wisconsin-Milwaukee.
She has a graduate degree in English from the University of Illinois at Chicago and an undergraduate degree in journalism from University of Wisconsin-Madison.
Before moving to innovation and digital health, Mike was responsible for leading the strategy and performance of the orthopaedic, neuroscience and spine service lines across the health system that includes: an academic medical center, medical college practice, community hospital division and an employed community physician practice.
Prior to coming to Froedtert Health, Mike was the director of strategy at Poudre Valley Health System, a Malcolm Baldrige–award-winning organization in northern Colorado. He spent the preceding 13 years with Carondelet Health Network in Tucson, Ariz., as a physical therapist, department leader, orthopaedic and neuroscience service line leader and director of health system strategy. During his tenure, he was recognized for starting the first full-time physical therapy program in an emergency room in the country.
Mike is a fellow of the American College of Health Care Executives. He received a bachelor of science in physical therapy from the University of Connecticut and master’s degree in business administration from the University of Arizona. Mike is also a board member of AIDS Resource Center of Wisconsin.
With over 20 years of experience in multiple facets of the health care industry, Coreen brings studied leadership and a history of proven results to Network Health.
Prior to joining Network Health, Coreen served as President, Central Market at Wheaton Franciscan Healthcare, part of Ascension. Coreen previously served as Senior Vice President of Physician and Revenue Operations for Wheaton Franciscan Healthcare and Director of Business Development at Blue Cross & Blue Shield of Wisconsin.
Coreen is a graduate of Marquette University in Milwaukee, Wisconsin, and DePaul University College of Law in Chicago, Illinois. Coreen was named one of Milwaukee’s “Forty Under 40” in 2007 and a “Woman of Influence” in 2015 by the Milwaukee Business Journal. In 2012, she was inducted into The Fellows Wisconsin Law Foundation and received the Marquette University Alumni National Award in 2014. Coreen is a current board member of Town Bank, and serves in various leadership roles for the American Heart Association, American LUNG Association, Meta House and CEO’s Against Cancer.
Jacobson served as the voluntary national Chair of the Healthcare Financial Management Association (HFMA) during the 2009-10 term. A member of HFMA since 1989, her involvement with HFMA includes serving on the national Board of Directors from 2004-2010 and the Principles & Practices Board from 1995-2001 serving as chair during 2000-01.
Current board appointments include Mercy Health of Ohio (formerly Catholic Health Partners), Vizient (formerly VHA-UHC Alliance), United Way of Greater Milwaukee, the Greater Milwaukee Committee and Metropolitan Milwaukee Association of Commerce as well as other boards representing partnerships of Froedtert Health. She is also the current chair of the board of the Wisconsin Hospital Association Board.
Jacobson’s recognitions include Becker’s Hospital Review 2014 Health Care Leaders Award, and one of Becker’s 24 Leading Women to Know in Healthcare. She was recognized as a Women of Influence by the Milwaukee Business Journal in 2013 and received an honorable mention as Executive of the Year in 2014 and 2016. Jacobson received an honorary degree of Doctor of Healthcare Leadership from the University of Wisconsin-Milwaukee in 2015.
Jacobson is a member of Healthcare Financial Management Association, the American College of Healthcare Executives, the Healthcare Institute. She is also a member of the Chicago Network, an organization for women executives and Professional Dimensions.
Jacobson is a Certified Public Accountant. She received her Bachelor of Science degree in accounting from Bradley University, Peoria, Illinois.
He is Portfolio Manager and CEO of 11:11 Capital, a bottom’s up fundamental beta neutral fund for Millennium from 2008-2016. As a Healthcare Portfolio Manager, he generated over $200 million in profits. From 2005-2008, he was Head of North American Equities for JP Morgan’s proprietary positioning business and a Healthcare Portfolio Manager and Managing Director for the firm. He was the most profitable trader on the global prop desk during the years he worked at JP Morgan, and he generated over $300 million in profits as a Health Care Portfolio Manager. As head of equities, he allocated capital, provided a risk framework, and mentored and managed the entire North American team.
From 1994-2004, Brian held roles such as analyst and portfolio manager at various firms including Viking Global, Moore Capital Management, Putnam Investments, Vector Securities International, and Robert Baird & Company.
In 2017, Brian guest lectured at University of Wisconsin-Milwaukee and is mentoring students, and in 2018, he will become an Adjunct Professor at IE Business School.
He earned a BBA with highest distinction from University of Wisconsin-Madison and an MBA from Yale School of Management.
Investment Strategy Panel
4:30pm – 5:30pm
Bob regularly conducts on-site due diligence at money management and hedge funds. Additionally, he has conducted on-site due diligence on Frontier Market companies in Africa (Ghana, Kenya and Ivory Coast), Eastern Europe (Georgia, Bulgaria, Romania and the Ukraine), Asia (Bangladesh, Laos and Vietnam), and met staff at the Nepal stock exchange in Kathmandu.
He is a member of the CFA Society of Milwaukee, GMEBC, and WRPPL, and currently serves on several boards, including the Milwaukee County Council Boy Scouts of America Endowment Fund and the UWM Foundation. He is also heavily involved with Make a Difference – Wisconsin, a non-profit organization that provides financial literacy education to high school seniors throughout Wisconsin. He currently serves on the Board and is a former board President. In addition, Bob is a member on the Advisory Council of the Investment Management Certificate Program in the Lubar School of Business at UW-Milwaukee.
Bob graduated with a Bachelor of Business Administration from UW Madison.
Scott is also Director of Research for The Leuthold Group, LLC. His responsibilities include conducting in-depth research projects and exploring fundamental and quantitative studies that support the firm’s portfolio and strategy recommendations. He coordinates idea flow among the firm’s research team, and is a regular contributor to The Leuthold Group’s institutional research publications.
Scott brings over thirty years of professional investment experience to the Leuthold team. As Chief Investment Officer of Invista Capital Management, and as Head of Equities at Members Capital Advisors, he was involved in all aspects of firm management; establishing policies on risk management, asset allocation, quantitative techniques, style-based investing, and taxable investing. He designed and implemented institutional-grade research and portfolio management processes to provide a rigorous, consistent framework for decision making and the analytical tools that drive strategy for multi-asset portfolios.
Just prior to joining the Leuthold team, Scott fulfilled a lifelong career goal by serving as Director of the Applied Investments Program and teaching Security Analysis classes at the University of Wisconsin ̶ Whitewater. He currently mentors the CFA Research Challenge team at University of Wisconsin-Milwaukee.
Scott received his B.S.B.A. from Drake University in 1982 and MBA from the University of Minnesota in 1983. He earned his CFA designation in 1986 and serves on the Education Committee of the CFA Society Minnesota.
In 1992 Stark Investments was founded by Brian Stark and Mike Roth, where they began managing private global arbitrage portfolios. In 1993, the team relocated to Wisconsin (where both had grown up). In 1994 Stark Investments Limited Partnership launched a multi-strategy, global arbitrage fund for U.S. domestic investors.
As a Founding Principal of Stark Investments Mike was overseeing all of the firm’s investment strategies. By the late 1990s, the firm had expanded beyond convertibles, applying its investment acumen across a much broader range of instruments, strategies and geographic markets. At its peak Stark employed some 400 people and had more than $14 billion in assets under management. Mike was responsible for the firm’s business development efforts and Risk team. Mike currently sits on the firm’s Executive Committee and shares responsibility for corporate governance and strategic planning.
Prior to joining Stark in 1988, Mike practiced law at Covington & Burling in Washington, D.C., where he specialized in antitrust and regulatory litigation.
Mike earned his law degree from Harvard Law School (1980) and his Bachelor of Arts, summa cum laude, from the University of Wisconsin-Madison (1977).
Defining Markets events have been held since 2011. Our most recent events include:
Technical Analysis and the VIX as a Market Indicator, November 9, 2016
Philip J. Roth, CMT, Market Technicians Association Educational Foundation
Russell Rhoads, CFA, Director of Education, CBOE Options Institute
Kevin Spellman, CFA, David O. Nicholas Director of Investment Management (Moderator)
Investment Strategy and the Next Boom, October 28, 2015
Dennis DeBusschere, Senior Managing Director, Portfolio Strategy, Evercore ISI
Doug Ramsey, Chief Investment Officer, The Leuthold Group
Jack Plunkett, CEO, Plunkett Research, Ltd.
Joseph Veranth, Chief Investment Officer & Portfolio Manager, Dana Investment Advisors (Moderator)
Investment Strategy, Geopolitics & Strategic Surprise, February 24, 2015
Tobias Levkovich, Managing Director and Chief U.S. Strategist, Citigroup
Francois Trahan, Partner and Investment Strategist, Cornerstone Macro
Dr. Milo Jones, Visiting Professor, IE Business School in Madrid
Joseph Veranth, Chief Investment Officer & Portfolio Manager, Dana Investment Advisors (moderator)
Business Outlook and M&A Capital Use Trends, September 24, 2014
Ted Crandall, Senior Vice President & CFO, Rockwell Automation
Christopher Goller, Regional President, PNC Bank
Ron Miller, Managing Director, Cleary Gull
David Westgate, CEO, Jason Industries
For More Information
Dr. G. Kevin Spellman, CFA
Senior Lecturer, Finance
Director, Investment Management Certificate Program
Lubar Hall S442