Don’t miss the most engaging Pacific Region Investment Conference yet!
For the 9th Pacific Region Investment Conference, a dynamic combination of speakers from the Asia Pacific region and from as far out as US mainland, will be lending their expert insights on finance, investments and markets outlook.
 Mark Mobius, Ph.D.
Keynote Speaker
Mark Mobius, Ph.D., a renowned expert on emerging markets, is the Keynote Speaker of the upcoming 9th Pacific Region Investment Conference to be held in Manila, Philippines on October 8 and 9, 2009. Dr. Mobius is currently the Executive Chairman of Templeton Asset Management, LLC. He joined Templeton in 1987 as president and portfolio manager of the Templeton Emerging Markets Fund, Inc. In his current role, he directs the Templeton research team based in 15 emerging markets offices across the globe and manages several emerging markets portfolios for both retail and institutional investors. In 2006, Asiamoney magazine listed Dr. Mobius as one of the “Top 100 Most Powerful and Influential People.” Asiamoney stated that Dr. Mobius “boasts one of the highest profiles of any investor in the region and is regarded by many in the financial industry as one of the most successful emerging markets investors over the last 20 years. Dr. Mobius has written several books, including “Trading with China,” “The Investor’s Guide to Emerging Markets,” “Mobius on Emerging Markets,” “Equities—An Introduction to the Core Concepts,” and “Mutual Funds—An Introduction to the Core Concepts.” The World Bank and Organization for Economic Cooperation and Development appointed Dr. Mobius joint chairman of the Global Corporate Governance Forum Investor Responsibility Taskforce. He earned Bachelor’s and Master’s Degrees from Boston University, and a Ph.D. in economics and political science from the Massachusetts Institute of Technology.
 Daniel A. Roland, CIMA
Daniel Roland is currently the Executive Director of Asia Pacific Association for Fiduciary Studies (APAFS), a non-profit educational association advocating for prudent fund stewardship, specifically focused on the Asia Pacific region. He is also the Senior Vice President for Wealth Management of Morgan Stanley Smith Barney, and Senior Institutional Consultant of MSSB. He joined MSSB in Washington D.C. in 1983 and relocated to Guam to open the Guam office in 1991. Dan received his Bachelor of Science in Finance at the University of Maryland and earned his Masters in Business Administration at the George Washington University. He also received his certificate in Investment Management Analyst at Wharton School of Business.
 David J. John
David John is the President of ASC Trust Corporation, a Guam-based firm that specializes in the management of retirement plans and other employee welfare benefit plans. Mr. John has been with ASC since 1991. He holds a bachelor’s degree in business administration with an emphasis in finance from the University of St. Thomas. He has over twenty years of experience working in the financial field, more than 18 with qualified retirement plans. Mr. John is actively involved in the Profit Sharing Council of America – the leading advocacy group for Defined Contribution plans in the U.S. He has spoken at two PSCA national conferences and is a member of the PSCA Editorial Committee. Mr. John has presented at each of the previous Pacific Region Investment Conferences, speaking on the state of retirement in the region.
 Frank Crawford
Frank Crawford is President of Crawford & Associates, P.C., - a firm that provides auditing, consulting and accounting services to state and local governmental entities. He is also the current Chair of the Oklahoma Society of CPAs Government Accounting and Auditing Committee. Apart from being a lecturer, trainer and discussion leader for numerous groups and State Societies, Crawford has also appeared in several AICPA continuing professional education videos and live satellite broadcasts related to governmental accounting and auditing.
 Gerard A. Cruz
Gerard A. Cruz is Chairman of the Board of Governors of the Asia Pacific Association of Fiduciary Studies. In addition, he serves as Treasurer and a senior member of the Board of Trustees to the Government of Guam State Retirement Fund and as President and CEO of Community First Guam FCU, a full service financial institutions. He has provided a number of financial related seminars and has presented lectures throughout the region. Mr. Cruz received a BA in Economics and an MBA in Finance from the University of San Francisco, and has attended the Pacific Coast Banking School at the University of Washington, Settle.
 Jack Lin
Jack Lin is Co-Chief Executive Officer of Janus Capital International, a division of NYSE-listed and Denver-based Janus Capital Group Inc. After serving as managing director for Franklin Templeton’s Asian institutional business, he joined Janus in 2008 as Managing Director for the Asia Pacific during which he became responsible for overseeing and growing Janus’ operations in Asia Pacific and Australasia. As Co-Chief Executive Officer he is jointly responsible for the firm’s non-US business.
 James D. Staub
Jim is a Senior Vice President for Atalanta Sosnoff Capital, LLC. He has headed their West Coast Sales and Marketing Division since November 1984. He is currently a Director of the Pacific Business Center, University of Hawaii. Jim is also involved with the Hawaii Pacific University President’s Fund, their endowment foundation. Jim has been traveling and servicing clients in Hawaii and Micronesia for over 20 years. He is responsible for all Atalanta Sosnoff’s Western Pacific accounts and over the years has developed strong relationships with these Western Pacific communities. Atalanta Sosnoff is involved in events with the Asia Pacific Association for Fiduciary Studies, the annual NMI Club 200 American Red Cross sponsorship program and supports other important charitable and educational events throughout this region. Jim received his BS degree from Kenyon College, an MBA from the American Institute of Foreign Trade, and a Certificate of Investment Management from Stanford University.
 John J. Rice
John J. Rice is a partner at Coughlin Stoia and has worked on numerous complex securities class action cases, including the AOL/Time Warner and HealthSouth litigations. Prior to working at Coughlin Stoia, Mr. Rice was an Assistant United States Attorney for over 15 years. During his career as a federal prosecutor, Mr. Rice prosecuted a wide array of cases, ranging from complex white-collar cases to murder cases to organized crime and corruption cases. He has worked in the United States Attorney’s Offices for the Southern District of New York and the Southern District of California. Additionally, Mr. Rice has extensive experience in Micronesia where he served as the Branch Chief of the United States Attorney’s Office for the Mariana Islands and as the Chief Criminal Prosecutor for the Republic of Palau. Mr. Rice currently serves as an adjunct professor at the University of San Diego School of Law. He has also been an instructor at Western State University School of Law and at the Department of Justice Office of Legal Education. Mr. Rice graduated cum laude from Harvard University with a Bachelor of Arts degree in History, and received his Juris Doctor degree from the University of Virginia. After law school, he was a judicial law clerk to the late United States District Court Judge Judith N. Keep.
 Louis Boulanger
Before undertaking his own private practice, Louis Boulanger amassed experience through years as a Chartered Financial Analyst. He worked for several years at different global consulting firms in Canada and New Zealand. In 2000, he became the founding President of the CFA Society of New Zealand for three years and today remains a Director and active member. It was in 2006, after taking time to study and travel, when he ventured into his own private practice – founding Louis Boulanger Now Limited. Through his private company, he provides investment advice to private and institutional clients, as well as sits on a number of investment funds governance boards as an independent expert. Today he is a member of the Global Investment Performance Standards’ executive committee and the Chairman of the EC’s Regional Investment Performance Subcommittee for Asia Pacific. He also speaks regularly at international conferences, principally in Asia Pacific and is a member of CFA Institute’s Speaker Retainer Program.
Mark J. Heath, CFA, CPA
Mr. Mark Heath is Senior Vice President of Metropolitan West Capital Management, LLC. He is a Chartered Financial Analyst as well as a Certified Public Accountant with 23 years of investment experience. He held such positions as Chief Financial Officer and Endowment Fund Administrator of the University of Guam and Chairman of Trustee and Investment Committee of the Government of Guam Retirement Fund.
 Manuel Villar
Manuel “Manny” Villar is a Senator of the Republic of the Philippines since 2001. Before assuming senatorial office, he served three terms as congressman of Las Piñas. In 1995, he became the Speaker of the 11th Congress of the House of Representatives. Many of the laws he authored and passed had economic and enterprising thrusts. These include RA 9178 Barangay Micro Business Enterprises Act, RA 8289 New Magna Carta for Small and Medium Enterprises, Retail Trade Liberization Act, and the New Central Bank Act. Manny Villar is known to be an outstanding entrepreneur. He revolutionized the country’s mass housing and real estate industry. He became the biggest homebuilder in Southeast Asia, having built more than 100,000 houses for the poor and middle class Filipino families. He garnered various awards such as the Ten Outstanding Young Men Award (1986) by the Philippine Jaycees, Most Outstanding CPA by the Philippine Institute of Certified Public Accountants (1990) and Most Outstanding UP Alumnus (1991). Manny Villar received his Undergraduate and Master’s Degree in Business Administration and Accountancy at the University of the Philippines, Diliman.
 Bill Kalra
Bill Kalra is a vice president and portfolio manager at Payden & Rygel. Bill has extensive client relationships both domestically and abroad, and he has significant expertise in helping clients to formulate and implement investment policies and strategies. Bill has worked with many clients on asset allocation issues and risk management techniques, particularly for foundation and endowment clients who need to strike a balance between long term capital appreciation and near term liquidity needs. Prior to joining Payden & Rygel, Kalra was an investment consultant at JB Oxford & Co. Kalra holds the National Association of Securities Dealers’ series 7 and 63 licenses. He earned a Masters Degree in Economics from The Claremont Graduate School in Claremont, California and a BS in Economics from the University of Southern California.
 Patton Roark, CFA
Patton Roark currently serves as managing director and portfolio manager for Richmond Capital Management and has 15 years of fixed income money management experience. He joined Richmond Capital as a Portfolio Manager in 2003. Prior to this appointment, he was the Executive Vice-President and Senior Portfolio Manager for the AFL-CIO Housing Investment Trust for over ten years. Mr. Roark also worked for Price Waterhouse for three years. As a Portfolio Manager, Mr. Roark specializes in residential and commercial mortgage-backed securities and possesses a broad knowledge of fixed income instruments. Mr. Roark is a graduate of Shepherd College and earned his B.S. degree in Accounting in 1989. He is a Chartered Financial Analyst.
 Stephen Weiss
Stephen Weiss is a Senior Vice President at Income Research & Management (IR&M). He works with varying types of Institutional clients including public pension funds, corporate pension funds, insurance companies, endowment and foundations and their advisors. He is a member of the firm’s Investment Team with responsibilities in portfolio oversight, product management, developing client communications and relationship management. He has focused on the fixed income markets throughout his career. Prior to joining IR&M, Mr. Weiss was employed at Gannett, Welsh & Kotler LLC, aiding both private and institutional clients in a similar capacity to his present role at IR&M. He also worked for Bear Stearns & Company, Inc. In Institutional sales, Fleet Investment Advisors as a portfolio manager and Fidelity Management and Research Company as a trader and research analyst. Mr. Weiss received his BA in Political Science from Tufts University and his MBA from Boston University. He is a CFA Charterholder as well.
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