2008 World Investment Forum
Thursday, October 30, 2008
Denver, Colorado



Speakers

KEYNOTE Scott Schultz President, Chief Investment Strategist Schultz Investment Advisors With over 25 years in the industry, Scott Schultz—Founder and Chief Investment Strategist of Schultz Investment Advisors, Inc. (SIA)—has traveled globally to over 30 countries establishing a foundation to build a Registered Investment Advisor firm which specializes in the management of Separately Managed Accounts utilizing only closed-end funds. More...

Don Cassidy Founder & President The Retirement Investing Insititute Don Cassidy is the Founder and President of The Retirement Investing Institute, whose mission is to educate adult investors without any product-sales agenda. Formerly, he was senior research analyst and media spokesperson with Lipper, where he started in 1990. During his first years at Lipper, Cassidy directly supervised the firm’s closed-end funds research group and he maintained a significant role in that area, including writing, media-contact and consulting assignments. More...

Thomas Dinsmore Chairman Dinsmore Capital Management Portfolio Manager Bancroft Fund Ltd. / Ellsworth Fund Ltd. Tom Dinsmore is the Portfolio Manager of Bancroft Fund Ltd. (BCV) and Ellsworth Fund Ltd. (ECF) and Chairman of Dinsmore Capital Management (the adviser to the funds). He joined the firm in 1983 after spending two years at Morgan Stanley & Co. on their convertible arbitrage desk. More...

Douglas Ober Chairman & CEO Adams Express Company / Petroleum & Resources Corp. Doug Ober is the Chairman and Chief Executive Officer of two closed-end funds, The Adams Express Company and Petroleum & Resources Corporation, with combined assets over $2.3 billion. Ober joined the firms in 1980 as a research analyst, became a member of the portfolio management team in 1986 and was elected Chairman of the companies in 1991. More...

Eva Pao Principal Energy Income Partners, LLC Eva Pao has been with Energy Income Partners (EIP) since inception in 2003 and is co-portfolio manager for all its funds. From 2005 to mid-2006, Pao joined Pequot Capital Management during EIP’s affiliation with Pequot. More...

Michael Smedley Executive Vice President & CEO Morgan Meighen & Associates Chief Portfolio Manager Canadian General Investments / Canadian World Fund Michael Smedley joined the firm in 1987 and heads the investment team at Morgan Meighen & Associates. He is a director of the three closed-end funds managed by the firm. Smedley has been employed in the investment industry for over 30 years working with Canadian and U.S. investment firms in Canada, Hong Kong and London, and has extensive background in many areas of the business including institutional and private client services. More...