Kyle Bass

Founder, Hayman Capital Management

Mr. Bass is the founder and chief investment officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities. Mr. Bass has managed private funds with strategies focused on subprime credit, the pharmaceutical industry, and Asia.

Mr. Bass is a member of the Board of Directors of the University of Texas Investment Management Company (UTIMCO), which manages approximately $40 billion, and is chair of the Risk Committee. He also is a member of the Advisory Group for the Center of Asset Management at the Darden School of Business at the University of Virginia.

Mr. Bass has testified as an expert witness before the US House of Representatives, US Senate, and the Financial Crisis Inquiry Commission. In 2015, he was recognized as one of the Top 25 Most Influential People in the Global Patent Market as named by Intellectual Asset Management magazine. Mr. Bass has lectured on global economics at various universities, including Columbia, Harvard, Stanford, University of Chicago, University of Texas, and University of Virginia.

Prior to forming Hayman, Mr. Bass was a managing director at Legg Mason and a senior managing director at Bear Stearns. He graduated from Texas Christian University with a degree in finance and serves on the board of directors of the Troops First Foundation and the Texas Department of Public Safety Foundation.

Howard Marks

Co-Chairman, Oaktree Capital

Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy, communicating closely with clients concerning products and strategies, and contributing his experience to big-picture decisions relating to investments and corporate direction.

From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high-yield bonds, and convertible securities. He was also chief investment officer for domestic fixed income at TCW.

Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was vice president and senior portfolio manager in charge of convertible and high-yield securities.

Felix W. Zulauf

President, Zulauf Family Office

Felix W. Zulauf has worked in the financial markets and asset management for more than 40 years. He is a consultant to investment firms and family offices around the world, and regularly publishes an investment report about his views on macro issues.

In 1990, Felix founded his firm, Zulauf Asset Management AG, allowing him to independently practice his own investment philosophy. He sold the majority share of his firm several years ago and spun off the remaining part, which is today primarily his own family office.

Previously, he worked for Union Bank of Switzerland (UBS), Zurich, starting in 1977, and over the years held several positions including managing global mutual funds, heading the institutional portfolio management unit, and acting as the global strategist for the UBS Group.

Carmen M. Reinhart

Professor of the International Financial System, Harvard Kennedy School

Before her position as the Minos A. Zombanakis Professor of the International Financial System at Harvard Kennedy School, Carmen Reinhart served as the Dennis Weatherstone Senior Fellow at the Peterson Institute for International Economics.

Reinhart is a member of the Economic Advisory Panel of the Federal Reserve Bank of New York. She has been listed among Bloomberg Markets Most Influential 50 in Finance, Foreign Policy’s Top 100 Global Thinkers, and Thomson Reuters’ The World's Most Influential Scientific Minds. She is the recipient of NABE’s 2018 Adam Smith Award.

Reinhart has written on a variety of topics in macroeconomics and international finance. Her bestselling book (with Kenneth S. Rogoff), This Time Is Different: Eight Centuries of Financial Folly, documents the striking similarities of the recurring booms and busts that have characterized financial history. It has been translated into over 20 languages and won the 2010 Paul A. Samuelson TIAA-CREF Institute Award, among others.

Jim Mellon

Chairman, Juvenescence Ltd.

Jim Mellon is a British entrepreneur and investor with a wide range of interests. Through his private investment company, Burnbrae Group, he has substantial real estate holdings in Germany and the Isle of Man, as well as holdings in private and public companies.

Jim’s investment philosophy is underpinned by his ability to recognize emerging trends that give rise to new industries or major shifts in markets. His next money fountain, the field of longevity, is outlined in the book Juvenescence, which is also the name of his new company, which develops therapies for aging and its associated diseases.

Jim sits on the Board of Trustees of the Buck Institute for Research on Aging. He is also a trustee of the Biogerontology Research Foundation and the Lifeboat Foundation and is an honorary fellow of Oriel College and a member of the Chancellor’s Court of Benefactors at the University of Oxford.

Jeffrey J. Sherman, CFA

Deputy Chief Investment Officer, DoubleLine Capital LP

Mr. Sherman joined DoubleLine in 2009, currently serves as the deputy chief investment officer, and is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. Additionally, he serves as a portfolio manager for multi-sector and derivative-based strategies.

Prior to DoubleLine, he 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.

Prior to TCW, he was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. He also taught Quantitative Methods for Level I candidates in the CFA Review Program of USC/CFALA for many years.

Dr. Michael Roizen

Chief Wellness Officer, The Cleveland Clinic

Dr. Roizen is Cleveland Clinic’s chief wellness officer and chief medical officer at his latest venture, Health & Wealth Research. A certified internist and anesthesiologist, he also served as founding chair of the Cleveland Clinic’s Wellness Institute from 2007–2017, and sat on Food and Drug Administration (FDA) advisory boards for 16 years.

He has authored over 190 peer-reviewed scientific publications, four #1 New York Times bestsellers, and nine overall bestsellers. They include AgeProof: Living Longer Without Breaking a Hip or Running Out of Money and his 2019 book, What to Eat When.

Dr. Mike’s entire life has been devoted to helping people live healthier, longer. He consults with patients in Cleveland Clinic’s Executive Health Program. He also gives wellness advice on a weekly podcast and in a daily column that he co-authors with close friend Dr. Mehmet Oz (it’s syndicated to over 100 newspapers).

Liz Ann Sonders

Senior Vice President, Chief Investment Strategist, Charles Schwab

Liz Ann Sonders analyzes and interprets the economy and markets on behalf of Charles Schwab’s clients. She regularly contributes to Schwab’s publications and is the keynote speaker at many of the company’s corporate and client events.

She also has been a keynote speaker at many outside conferences including Barron’s, NYSSA, FPA, CFA Institutes, Morningstar, and IMCA. She is a frequent guest and guest host in the business media (CNBC, Fox Business News, Bloomberg, CNN, and others).

Liz Ann has been named one of SmartMoney’s Power 30, its list of the most influential people on Wall Street, the best strategist of the year by Kiplinger’s, one of the 25 Most Powerful Women in Finance by American Banker/US Banker, and one of the 50 Top Women in Wealth by Wealth Manager/AdvisorOne.