Featured Speakers

Brian Belski

Brian Belski, Chief Investment Strategist at BMO Harris and leader of the Investment Strategy Group, provides strategic investment and portfolio management advice to both institutional and private clients. Brian’s group produces several investment strategy publications regularly, with a particular focus on both the U.S. and Canadian equity markets.

In his more than 32 years in the investment industry, Brian has held various senior strategy and research roles, including positions at Oppenheimer & Company, Merrill Lynch and Piper Jaffray.

Brian is frequently quoted in the financial press, including regular appearances on CNBC and BNN, and is renowned for his accuracy as a strategist.

Brendan Woods has ranked Brian as a Top Gun analyst since 2016. He holds a B.Sc. degree from St. Cloud State University and splits his time between the BMO offices in New York and Toronto.

Anthony Scaramucci

Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio.

Before founding SkyBridge in 2005, Anthony co-founded the investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001.

Anthony served on President Donald J. Trump’s 16-person Presidential Transition Team Executive Committee and briefly served as Chief Strategy Officer of the Export-Import (EXIM) Bank and White House Communications Director in 2017.

Anthony has received accolades from Cointelegraph’s Top 100 Influencers in Crypto and Blockchain, Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance and Ernst & Young’s New York Financial Services “Entrepreneur of the Year.”

Anthony is a member of the Council on Foreign Relations (CFR) and a Federal Enforcement Homeland Security Foundation board member. He is the author of five books.

Jeffrey Sherman

As DoubleLine’s Deputy Chief Investment Officer, Jeffrey Sherman oversees and administers DoubleLine’s Investment Management sub-committee coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector and derivative-based strategies.

Mr. Sherman is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. He can be heard regularly on his podcast “The Sherman Show” (Twitter @ShermanShowPod, ShermanShow@Doubleline.com) where he interviews distinguished guests, giving listeners insight into DoubleLine’s current views.

In 2018, Money Management Executive named Jeffrey Sherman as one of “10 Fund Managers to Watch” in its yearly special report.

Prior to joining DoubleLine in 2009, Mr. Sherman was a Senior Vice President at TCW where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios. He was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. Mr. Sherman taught Quantitative Methods for Level I candidates in the CFA LA/USC Review Program for many years. He holds a B.S. in Applied Mathematics from the University of the Pacific and an M.S. in Financial Engineering from the Claremont Graduate University. Mr. Sherman is a CFA® charterholder.