Markets in Turmoil: A Macro, Quantitative, and Technical View.
Moderated by Aaron Task with panelists Kevin Lane, Peter Boockvar and John Roque.
Miller Tabak & Co
WJB Capital Group
Drawing upon the ideas and popular talent featured in his well-regarded blog, The Big Picture (www.ritholtz.com), Barry Ritholtz presents The Big Picture Conference, a one-day, on-demand event that offers sharp insight into the financial markets, the economy and the dangerous intersection between government and Wall Street.
Peter Boockvar is currently the Equity Strategist at Miller Tabak + Co., LLC., in addition to his role as a salestrader on the equity desk. He is a CNBC contributor and is frequently quoted on Reuters, Dow Jones Newswires, Financial Times, Wall Street Journal, and The Associated Press. He joined Miller Tabak + Co., LLC in 1994 after working in the corporate bond research department at Donaldson, Lufkin and Jenrette. He is on the Board of Directors of Ameritrans Capital Corporation, a publicly traded Business Development Company. He is also president of OCLI, LLC and OCLI2, LLC, farmland real estate investment funds. Mr. Boockvar graduated Magna Cum Laude with a B.B.A. in Finance from George Washington University.
Named one of the top independent analysts in the country by Business Week Magazine in their expose entitled, “Analysts That Get It”, Mr. Lane serves as Chief Investment Officer for Fusion Analytics Investment Partners LLC and is head of the firm’s Investment Policy Committee. Mr. Lane is also the founder and lead architect behind Fusion’s proprietary software platform FusionIQ which fuses a variety of technical and fundamental variables/analytics into a cohesive alpha generating equity ranking system. Known throughout the investing world for his insightful and against the grain research calls, Mr. Lane forewarned investors of the pending collapses at both Enron and Tyco while the consensus Wall Street opinion still remained bullish. Additionally, his early and accurate predictions in 2002 and 2003/2004 of new secular Bull Markets in Gold (2002), Energy (2003), and Oil Service (2004) were both timely and again against consensus.
A sought after analyst, Mr. Lane is routinely cited and appears in major media outlets such as Bloomberg Television, Fox Business Television, CNBC, Barron’s, The USA Today, and Business Week. Additionally, he has been hired as a research consultant to many of the nation’s top hedge funds and trading desks, such as UBS where he was hired to teach algorithmic/technical trading strategies. Also a respected lecturer, Mr. Lane gives numerous presentations to many of the country’s top business schools.
John heads WJB’s Technical Analysis Strategy group. Prior to joining WJB, he spent eleven years leading the Technical Analysis team at Natixis Bleichroeder. John’s work has received wide recognition throughout the industry. John, along with his partner, Adolfo Rueda, Director, CMT, have been consistently II ranked from 2006-2010. They received the rankings of Runner- Up for Technical Analysis in 2006, Third Place in 2007, and Runner-Up in 2008 through 2010.
Aaron Task is the host of “The Daily Ticker” (nee “Tech Ticker”) and an award-winning journalist. Prior to joining Yahoo! in 2008, he was editor-at-large of The Street.com, were he spent 10 years in a variety of roles, including San Francisco bureau chief.
With Barry Ritholtz, Aaron co-authored “Bailout Nation,” and is a sought-after commentator on financial markets, economics and related public policy. Aaron is a regular guest on Fox Business, MSNBC, “The John Bachelor Show” and other media outlets.
He holds bachelor’s degrees in history and journalism from Rutgers College, and he has been a guest lecturer at Rutgers, NYU, Santa Clara University and Dartmouth’s Tuck School.
Peter Boockvar, equity strategist at Miller Tabak + Co., discusses the potential for a fall melt-up in the stock market. Boockvar predicts that the bull market in hard assets and commodities is going to continue to boom.