FPANY 16th ANNUAL SPRING FORUM
“Gaining an Edge”
May 14, 2015
Dr. Neal M. Soss is the Vice Chairman of Research, Credit Suisse. Prior to his current role, Dr. Soss was the Chief Economist within the Investment Bank. He joined the First Boston Corporation in 1984 from the Federal Reserve Bank of
New York, where he was a Vice President. During a two-year leave from the NY Fed, he was assistant to Chairman Paul A. Volcker of the Federal Reserve Board. Additionally, he was Director of the Banking Research and Economic Analysis
Division in the US Office of the Comptroller of the Currency.
Moderator: Kelly Evans is co-anchor of CNBC's "Closing Bell." She joined the network in February 2012 as an on-air correspondent, reporting across CNBC's business day programming. Previously, Evans was co-anchor of CNBC's "Squawk on the Street" as well as co-anchor of CNBC's "Worldwide Exchange" based in London. Prior to CNBC, Evans was a reporter and columnist for The Wall Street Journal, penning the influential "Ahead of the Tape" column and writing for "Heard on the Street." She also hosted the daily "News Hub" program on WSJ.com and was a frequent guest on television and radio networks, including CNBC. Evans joined the Journal in 2007 as a reporter covering real estate and economics.
G. Scott Clemens, CFA, Chief Investment Strategist -- Brown Brothers Harriman
Milton Ezrati, Partner, Senior Economist and Market Strategist -- Lord Abbett
Barbara Reinhard CFA, Chief Investment Officer, Private Banking Americas -- Credit Suisse
SPECIAL TOPIC – PLANNING FOR MILITARY FAMILIES
Colonel John Power, CFP®, serves on the BOD of his FPA Chapter in Massachusetts as Director of Technology and he works closely with the Massachusetts National Guard, having helped organize the pro bono program and continuing to serve as needed. He has been a leader in military financial planning and has assisted several chapters in organizing their programs to support troops. Mr. Power holds a BS degree in Business Administration from Northeastern University and an MBA from Babson College. Dick is a graduate of the Defense Systems Management College and the Industrial College of the Armed Forces. He holds a Diploma in Financial Management from Boston University. He is currently the national Chairman of FPA Pro Bono programs.