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Friday, July 10 • 10:30am - 11:20am
Investing Panel: "Less Risk, More Profits" Rodolfo Milani, Rich Checkan, Marshall Stocker, Axel Merk; Paul Wendee, mod.
Investing Panel: Less Risk, More Profits
Rodolfo Milani, Rich Checkan, Marshall Stocker, Axel Merk, Paul Wendee (mod)

Moderators
avatar for Paul Wendee

Paul Wendee

Managing Director, Paul M. Wendee & Associates
DR. PAUL M. WENDEE has been an investment banker, securities analyst, and private equity fund manager for 33 years. He is the Managing Director of Paul M. Wendee & Associates, LLC, a corporate finance, private equity, and management consulting firm. He is the creator and developer of value driver theory, which is a new way of understanding and strategically thinking about business. Dr. Wendee is a successful entrepreneur and management... Read More →

Speakers
avatar for Rich Checkan

Rich Checkan

Investment Panel, President, Asset Strategies International
Rich Checkan joined Asset Strategies International (ASI), then International Financial Consultants Inc., in 1996 after working in sales for  telecommunications and multinational service corporations in Macon and Atlanta, Ga. As the president and COO of ASI, and with almost 20 years of experience, Rich has a thorough knowledge of every facet of ASI’s operations as a corporation specializing in precious metals, foreign currency... Read More →
avatar for Axel Merk

Axel Merk

President & CIO, Merk Investments
Axel Merk is President & CIO of Merk Investments, Manager of the Merk Funds and Sponsor of the Merk Gold Trust, the deliverable gold ETF (NYSE:OUNZ). Passionate about uncovering how policy makers distort free markets, Merk distills complex topics into common sense advice on how not only to survive, but thrive in an era of financial repression. A sought after speaker and author, Axel Merk is recognized from appearances on CNBC, Bloomberg... Read More →
avatar for Rodolfo Milani

Rodolfo Milani

Senior Managing Director, Dominick & Dominick
Rodolfo Milani has been a Senior Managing Director in the Miami office of Dominick & Dominick since January 2005. He began his career at Merrill Lynch International in New York, followed by seven years with Kidder Peabody & Co. in New York and Miami. He then spent 16 years with Donaldson, Lufkin & Jenrette/CSFB, where he was a Director in the Miami office before joining his current firm. He received his BA from the University... Read More →
avatar for Marshall Stocker

Marshall Stocker

Global Macro Equity Specialist, Eaton Vance Management
Marshall L. Stocker is a vice president of Eaton Vance Management, global macro equity strategist and portfolio manager on Eaton Vance’s global income team. He is responsible for buy and sell decisions, portfolio construction and risk management for equity assets managed by the global income team, including an equity fund investing in emerging and frontier markets. He focuses on global equity markets and political-economic... Read More →


Friday July 10, 2015 10:30am - 11:20am
Melrose 1/2