Harley is an industry thought leader and commentator on macroeconomic issues spanning decades. He spent 26 years at Merrill Lynch where he created OPOSSMS, GNMA, PRESERV, MOVE, and hedge strategies for MBS servers.

From 2014 to 2017, Harley was an Executive VP and Portfolio Manager at PIMCO. In 2011, he joined Credit Suisse’s Global Rates. In 2006, he built the RateLab, a full spectrum US Rates Trading Desk Strategy Group.  In 2001, he became the manager of North American MBS and Structured Finance trading where he created SURF (Specialty Underwriting and Residential Finance).

Presently, Mr. Bassman is a Managing Partner at Simplify Asset Management. He continues to pen an episodic macroeconomic Commentary as well as manage a “hedge fund of one”. Harley has a B.A. in management science from the University of California, San Diego and an MBA in finance and marketing from the University of Chicago.

Liz Ann is Senior Vice President and Chief Investment Strategist at Charles Schwab. A keynote speaker at numerous industry conferences, Liz Ann is regularly quoted in financial publications including The Wall Street Journal, The New York Times, Barron’s, and the Financial Times, and she appears as a regular guest on CNBC, Fox Business, CNN, and Bloomberg programs.

Liz Ann has been named “Best Market Strategist” by Kiplinger’s Personal Finance and one of SmartMoney magazine’s “Power 30.” Barron’s named her to the inaugural “100 Most Influential Women in Finance” list and Investment Advisor included her on the “IA 25,” its list of the 25 most important people in and around the financial advisory profession.

Byron Wien is Vice Chairman of Blackstone’s Private Wealth Solutions group where he acts as a senior adviser to both the Firm and its clients in analyzing economic, social and political trends to assess the direction of financial markets and thus help guide investment and strategic decisions.

Prior to joining Blackstone, Mr. Wien was Chief Investment Strategist for Pequot Capital and before that served for 21 years as Chief (later Senior) U.S. Investment Strategist at Morgan Stanley. In 1995, Mr. Wien co-authored a book with George Soros on the legendary investor’s life and philosophy, Soros on Soros – Staying Ahead of the Curve.

In 1998 he was named by First Call the most widely read analyst on Wall Street and in 2000 was ranked the No. 1 strategist by SmartMoney.com based on his market calls during that year. Mr. Wien was named to the 2004 Smart Money Power 30 list of Wall Street’s most influential investors, thinkers, enforcers, policy makers, players and market movers. He appeared in the “Thinker” category. In 2006, Mr. Wien was named by New York Magazine as one of the sixteen most influential people in Wall Street. The New York Society of Security Analysts (NYSSA) presented Mr. Wien with a lifetime achievement award in 2008. Mr. Wien received an AB with honors from Harvard College and an MBA with distinction from Harvard Business School. He is a member of the Investment Committees of Lincoln Center. He is a trustee of the New York Historical Society, and Chairman of the Investment Committee of the JPB Foundation.

Michael Wilson is the Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley. As CIO and Chair of the Global Investment Committee, Mike is responsible for all investment and asset allocation advice provided to the Firm’s $4 trillion in retail-client assets. Over the past 30 years, Mike has held various roles with increasing responsibilities, mostly within Institutional Securities. He started his career in 1989 in Investment Banking, before transitioning to the Institutional Equities Division in 1995, where Mike created and managed the sector specialist team while serving as a Technology sector specialist himself. In 2009, he became Head of Content Distribution for North American Institutional Equities and then CIO for Morgan Stanley Wealth Management in 2012. He was made Chief US Equity Strategist in Research and CIO for Institutional Securities in February 2017. Mike is a regular guest on CNBC and Bloomberg and is often quoted in popular financial publications, such as Barron’s, the Wall Street Journal, and The Economist, and by various news services. He is on the operating committees of the Firm’s Wealth Management and Institutional Equities divisions. Mike holds a BBA from the University of Michigan and an MBA from the Kellogg Graduate School of Management at Northwestern University.

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. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp’s Director of Research. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder. Mr. Marks is an Emeritus Trustee and member of the Investment Committee at the Metropolitan Museum of Art. He is a member of the Investment Committee of the Royal Drawing School and is Professor of Practice at King’s Business School (both in London). He serves on the Shanghai International Financial Advisory Council and the Advisory Board of Duke Kunshan University. He is an Emeritus Trustee of the University of Pennsylvania, where from 2000 to 2010 he chaired the Investment Board.

James Grant, financial journalist and historian, is the founder and editor of Grant’s Interest Rate Observer, a twice-monthly journal of the investment markets. His book, The Forgotten Depression, 1921: The Crash that Cured Itself, a history of America’s last governmentally unmedicated business-cycle downturn, won the 2015 Hayek Prize of the Manhattan Institute for Policy Research. His new book, Bagehot: The Life and Times of the Greatest Victorian, was published in July 2019.

Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research provider focused on technical analysis. Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. Most recently, she served as Chief Technical Strategist for BTIG for four years, and prior to that Chief Market Technician at MKM Partners for nine years. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview. Katie now provides research and consulting services to institutions and individuals as a registered investment advisor. Katie received her Chartered Market Technician (CMT®) designation in 2001, and later served as Vice President of the CMT Association from 2012 to 2016. In 2017, 2019, and 2020 she was honored by The Technical Analyst, a U.K. based publication, for her work. Katie graduated with honors from the University of Richmond and she now serves on the business school’s Executive Advisory Council. Ms. Stockton frequently shares her views on CNBC and other financial news networks.

Barry Habib is an American entrepreneur and the CEO of MBS Highway. He is a frequent media resource for his mortgage and housing expertise and widely credited with saving the mortgage industry in 2020 from margin calls due to Fed actions. Barry Habib was named 2019 Mortgage Professional of the Year and is a three-time Crystal Ball Award winner by Zillow and Pulsenomics for the most accurate Real Estate forecast out of 150 of the top economists in the U.S.

Joshua Rosner is a managing director at the independent research consultancy Graham Fisher and Co. and was among the first analysts to identify accounting problems at the government-sponsored-enterprises and to warn of the coming credit crisis. He advises regulators and institutional investors on housing and mortgage-finance-related issues. He lives in New York City.

Mr. Isenberg is the co-head of public fundamental credit at Ontario Teachers’ Pension Plan (a $6 billion pool of capital), with a focus on investment grade, high yield markets and loan markets.  Prior to Ontario Teachers, he was a Partner and the Head of Research at RP Investment Advisors, a $7 billion investment firm focused on investment grade and cross-over credit.  Before RP Investment Advisors, Mr. Isenberg was a Portfolio Manager focused on equity long/short strategies in North America and the head of financials sector for Gluskin Sheff & Associates.  Prior to his time at Gluskin Sheff, Mr. Isenberg was a corporate lawyer and investment banker in New York City with Shearman & Sterling and Merrill Lynch, respectively (his focus at that time was Derivatives and Structured Finance).  Mr. Isenberg graduated with honors from University of Pennsylvania Law School and Cornell University.