Global Financial Crisis Roundtable

Jason Trennert is managing partner and chief investment strategist of Strategas Research Partners. Previously, he was chief investment strategist and senior managing director at International Strategy and Investment Group. Mr. Trennert is a regular guest host on CNBC's “Squawk Box”, and he has been a special guest on “Kudlow & Cramer” (now “Kudlow & Company”) and “Wall Street Week with Louis Rukeyser”. He is the author of the book New Markets, New Strategies. Mr. Trennert holds an MBA in finance from the Wharton School of the University of Pennsylvania and a BSFS in international economics from Georgetown University's School of Foreign Service.

Jason Zweig is the investing and personal finance columnist for The Wall Street Journal and has been a guest columnist for Time and CNN.com. Previously, he held positions as senior writer for Money magazine and mutual funds editor at Forbes. Mr. Zweig is the author of the book Your Money and Your Brain and editor of the revised edition of Benjamin Graham’s The Intelligent Investor. He also serves on the editorial boards of Financial History magazine and The Journal of Behavioral Finance. Mr. Zweig is the 2006 recipient of the lifetime achievement award for investor education from the Mutual Fund Education Alliance. He holds a BA from Columbia College.

Martin S. Fridson, CFA, is founder and CEO of Fridson Investment Advisors, LLC, a research-driven investment management firm specializing in corporate credit opportunities. He is also the author of six books and former board member of CFA Institute, the New York Society of Security Analysts, and the Financial Management Association. Mr. Fridson currently serves on the editorial board of the Financial Analysts Journal. In 2000, he became the youngest person ever inducted into the Fixed Income Analysts Society Hall of Fame, and in 2002, the Financial Management Association International named him Financial Executive of the Year. Mr. Fridson holds a BA in history from Harvard University and an MBA from Harvard Business School.

Abby Joseph Cohen, CFA, is president of the Global Markets Institute and senior investment strategist at Goldman, Sachs & Co. She also serves on the firm’s investment retirement committee and has served on the partnership committee. Ms. Cohen served on the boards of AIMR and the Institute of Chartered Financial Analysts (predecessor organizations to CFA Institute), was chair of both groups, and received the AIMR Distinguished Service Award in 2002. She holds degrees in economics from Cornell University and George Washington University. Ms. Cohen has also received several honorary doctorates and has been honored by groups including the Financial Women’s Association and the New York Stock Exchange.

Theodore R. Aronson, CFA, is managing principal and founder of Aronson+Johnson+Ortiz, which manages funds for institutional investors. Previously, he worked in quantitative equities at Drexel Burnham Lambert, which provided innovative practical applications of modern portfolio theory and quantitative portfolio management. Mr. Aronson is a frequent speaker on Wall Street issues, especially on innovations in trading methods to minimize transaction costs. He is a past chair of the CFA Institute Board of Governors. Mr. Aronson holds an MBA from the Wharton School at the University of Pennsylvania.

This information is accurate as of the date of recording.