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BOB DOLL, JOHN MONTGOMERY AND TOM PETRIE

October 9, 2009

Three outstanding financial world figures: Bob Doll runs three large cap funds at BlackRock; John Montgomery heads up a family of funds using computer models at Bridgeway Capital; Tom Petrie, Vice Chairman of Bank of America – Merrill Lynch, is a veteran observer of the energy sector

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BOB DOLL, JOHN MONTGOMERY AND TOM PETRIE TRANSCRIPT

October 9, 2009

This week on Consuelo Mack WealthTrack three outstanding financial world figures: Bob Doll runs three large cap funds at BlackRock; John Montgomery heads up a family of funds using computer models at Bridgeway Capital; Tom Petrie, Vice Chairman of Bank of America – Merrill Lynch, is a veteran observer of the energy sector.

Nancy Lazar – Robert Shiller – Andrew Lo

April 17, 2009

Dealing with the new market realities. Two giants of behavioral finance- Yale Professor and Irrational Exuberance author, Robert Shiller and MIT professor and hedge fund manager Andrew Lo- discuss where the money will be made in the new financial landscape. Plus, top rated economist Nancy Lazar of ISI Group fills us in on the outlook for global economies and markets.

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Two Veteran Value Investors – Susan Byrne & Rob Arnott

March 13, 2009

Two veteran value investors tell us where they see the investment clouds clearing. Value investor Susan Byrne is finding companies with sound balance sheets and good cash flow that should withstand difficult times. Long-time bear Rob Arnott finally sees good values in the fixed-income markets. Find out where they see the profit opportunities.

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PETER FRANCESE, ROBERT KLEINSCHMIDT AND TOM PETRIE

February 6, 2009

We’ll talk about long-term demographic trends and the investment opportunities they are creating with demographics pioneer, Peter Francese, the founder of American Demographics magazine. Plus we’ll explore some of the deep values being created in the beaten down oil patch with veteran analyst and investor Tom Petrie, and in a WealthTrack television exclusive, delve into other sectors of the financial markets with fund manager Robert Kleinschmidt of the highly regarded Tocqueville Funds.

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PETER FRANCESE, ROBERT KLEINSCHMIDT AND TOM PETRIE TRANSCRIPT

February 6, 2009

On this week’s Consuelo Mack WealthTrack we’ll talk about long-term demographic trends and the investment opportunities they are creating with demographics pioneer, Peter Francese, the founder of American Demographics magazine. Plus we’ll explore some of the deep values being created in the beaten down oil patch with veteran analyst and investor Tom Petrie, and in […]

Surviving the World’s Financial Crisis

October 10, 2008

Central banks around the world are responding aggressively with rate cuts and intervention. What can individuals do to protect themselves and position their portfolios for future profits? Two veteran value investors – legendary portfolio manager Marty Whitman, founder of the Third Avenue Funds and Hersh Cohen, chief investment officer of Clearbridge Advisors will guide us. Plus long-time friend and colleague of Fed Chairman Ben Bernanke, NYU Economics Professor Mark Gertler, will explain the immediate and long term impact of the global financial rescue efforts.

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SHILLER – ANTONELLI – ZWEIG

October 3, 2008

The steep decline in U.S. home prices and sales is at the heart of the financial crisis. When will the housing markets stabilize? We’ll ask Yale Professor of Economics Robert Shiller, the man who predicted the bursting of the housing bubble and co-created the widely followed Case-Shiller Home Price Index. Plus, we’ll take the pulse of opportunities in foreign markets with global portfolio manager David Antonelli of MFS International, and discuss what to do and not to do during this market stress with The Wall Street Journal’s “The Intelligent Investor” columnist Jason Zweig.

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