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2008
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Past Speakers
JIM DINES
Mr. Dines has been the editor of THE DINES LETTER since 1968, and is one of the last of the original pioneers of Technical Analysis still publishing. Also a member of the New York Society of Security Analysis and Market Technician's Association. The Dines Letter is one of the best-known and oldest stock market newsletters of its type in the world. Basing its recommendations on Mass Psychology, Technical Analysis and Fundamental economics, The Dines Letter offers explicit advice on market trends, common stocks, Internet stocks, precious metals, international stock markets, futurology, predictions on the economy, and health. "Fundamental Analysis" studies the company, "Visual (or Technical) Analysis" studies the stock's actions, and "Mass Psychology" studies the investor. Over many years Mr. Dines has earned an outstanding reputation as an international financial authority on Wall Street. Constantly sought out by the media, Mr. Dines has personally appeared on thousand of radio and television broadcasts, and has been interviewed by just about every major financial publication. His talent for predicting new trends, and his vast knowledge of financial, political and social issues reveal a remarkable ability to detect lucrative investment opportunities. Known for his highly-readable style, including a wry sense of humor, Mr. Dines prides himself on making his work accessible to beginners, yet having sufficient depth and focus for professionals. STEVE TODD
An ex-engineer, Steve Todd combines a love of history with an extensive background in mathematics in order to analyze the stock market. His market calls are monitored by Timers Digest of Greenwich Ct and is consistently ranked in the top five percent of all services surveyed. He is also rated highly by the Hulbert Financial Digest. Steve has published articles on the stock market in Barron's, Stock Market Magazine, Stocks and Commodities and in the National Educator. His commentary is heard on CNBC, Bloomberg, Associated Press Radio, KFWB in Los Angeles, Report on Business in Toronto, The Business Radio Network, CNN and of course Money Talks with Michael Campbell. The Todd Market Forecast offers daily stock market commentary covering stocks, mutual funds, commodities, bonds, gold and the economy. DONALD COXE
Frequently called "a Renaissance man" for his wide-ranging interests and knowledge, Donald Coxe is renowned for his ability to enliven investment concepts with a diverting array of quotations and analogies drawn from economics, history, law, the classics, music, literature and theater. A sought-after speaker, he has delighted and captivated audiences across North America and abroad with his understanding and humor. As Chairman and Chief Strategist of Harris Investment Management in Chicago, Chairman of Jones Heward Investments in Toronto, Donald Coxe is directly involved in the investment of billions in equity and fixed income assets. Each week, in his conference call and publications for BMO Financial Group clients , he puts it all together, providing investment professionals with a broad global perspective for the week's gyrations in the markets. A prolific writer, he got his start in New York as an Associate Editor with National Review. His work has appeared in leading publications in the US, and he currently contributes a weekly column on financial markets to Maclean's, Canada's leading news and current affairs magazine. Because of his knowledge of pension funds and capital markets, he has been an adviser to governments on social security and benefits programs in Canada and the US, and has addressed actuarial conferences across North America. His academic background includes a degree in Modern History from the University of Toronto and a degree in law from Osgoode Hall Law School. DENNIS GARTMAN
Mr. Gartman has been in the markets since August of 1974, upon finishing his graduate work from the North Carolina State University. He was an economist for Cotton, Inc. in the early 1970's analyzing cotton supply/demand in the US textile industry. From there he went to NCNB in Charlotte, N. Carolina where he traded foreign exchange and money market instruments. In 1977, Mr. Gartman became the Chief Financial Futures Analyst for A.G. Becker & Company in Chicago, Illinois. Mr. Gartman was an independent member of the Chicago Board of Trade until 1985, trading in treasury bond, treasury note and GNMA futures contracts. In 1985, Mr. Gartman moved to Virginia to run the futures brokerage operation for the Virginia National Bank, and in 1987 Mr. Gartman began producing The Gartman Letter on a full time basis and continues to do so to this day. Mr. Gartman has lectured on capital market creation to central banks and finance ministries around the world, and has taught classes for the Federal Reserve Bank's School for Bank Examiners on derivatives since the early 1990's. Mr. Gartman makes speeches on global economic and political concerns around the world. PAUL LENNOX
Paul Lennox's broad background in finance serves him well in his responsibilities at Custom House. As Corporate Treasurer, Mr. Lennox is responsible for wide-ranging finance-related operations including foreign currency exchange trading, settlements and banking operations. Mr. Lennox has worked in the financial industry for more than 15 years, including positions as a Finance and Logistics Officer in the Canadian Navy, and an Investment Advisor and Financial Planner with a leading Canadian investment dealer. Mr. Lennox’s group provides 24/7 centralized Treasury support to Custom House’s global branch network. The Custom House Treasury covers thousands of foreign currency exchange transactions and electronic payments on a daily basis. In addition to its transactional role, the Treasury team manages relationships with more than 40 global banking partners. DAVID MORGAN
David Morgan, founder of the Silver Investor, started investing in the stock market well before turning 18 years of age. He then spent four years earning a degree in Engineering. Later he went on to obtain a degree in Finance and Economics. Several years ago, Mr. Morgan put his life long study of free-market economics to work researching the economy, stock market behavior, precious metals, especially silver. Although very familiar with gold, Mr. Morgan believed that silver needed more exposure and would be utilized increasingly as technology continued to demand more and more of the metal. He has followed the silver market daily for over thirty years. Much of this website is devoted to education and we encourage you to spend time here and refer others. SHERRY COOPER
Dr. Sherry Cooper is in constant demand as a speaker and writer because of her ability to simplify and de-mystify the complex subjects of economics and finance. Canada’s national newspaper calls Sherry “the megawatt celebrity economist”. She leads a highly-respected economics team and has been repeatedly cited as one of the most influential women in Canada. Sherry was named one of 25 Women to Watch, part of U.S. Banker magazine’s annual ranking of the 25 Most Powerful Women in Banking. Dr, Cooper is regularly quoted in the financial press and you have heard her often on radio and TV. Among her research interests are the economic impact of pandemic, macroeconomic forecasting and financial markets, and she is now writing a new book, The New Retirement: How One Generation Will Redefine It, to be published in January 2008. This will be Dr. Cooper’s third book on demographics, economics and the financial markets. Dr. Cooper has an M.A. and Ph.D. in economics from the University of Pittsburgh and began her career at the Federal Reserve Board in Washington, D.C., covering monetary policy and financial institutions. Following five years at the Fed, she joined the Federal National Mortgage Association (Fannie Mae) as director of financial economics. Since 1983, she has been chief economist of BMO Nesbitt Burns, and in January 2007 was appointed to her current role in BMO Capital Markets. RICHARD SCOTT-RAMRichard Scott-Ram brings extensive domestic and international sales and research experience in the banking and securities industries to Bridgehead Group. He has an in-depth network of institutional/investment sales contacts throughout the U.S., Europe and Japan. Mr. Scott-Ram has held the following prestigious positions: Chief Portfolio Strategist, World Gold Council, 1989-2003; Institutional Bond Sales, Shearson, Lehman Govt. Securities Inc. & Integrated Resources Corp., 1986-1988; Deputy Chief Economist, Chemical Bank, 1974-1985; Chief Economist, conference Board of Canada, 1966-1968; and Senior Research Economist, Bank of Canada, 1959-1966. WILLIAM STERLINGWilliam Sterling is well known on Wall Street as an investment strategist with a unique global perspective. He is currently head of global equities for Credit Suisse Asset Management. His staff manages more than $30 billion in equity investments, and he directly oversees more than $5 billion in global and international funds, working for New York-based BEA Associates, an affiliate of Credit Suisse Asset Management. After obtaining a Ph.D. in Economics from Harvard University, Sterling worked as an economist for Merrill Lynch in Tokyo in the late 1980s during Japan's financial market boom. From 1989 to 1995 he headed Merrill's international economics group and conducted research on trends in international interest rates, exchange rates, and money flows to emerging markets.
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