University of Kansas
School of Business
Finance Conference
Investing in Troubled Times
Allen Sinai - Founder, President and Chief Global Economist,Decision Economics, Inc.
Dr. Sinai is responsible for forecasts and analyses of the U.S. and global economic financial markets.
He is also Senior Vice President and Global Economist of Global Insight, Inc., (GII).He combines more
than 25 years of knowledge and experience in scientific quantitative economic and financial market
research with applications to business decisions, financial markets and investing along with actually
managing businesses and involvement in markets. He has been consulted by administrations from
both political parties on key economic and policy issues, and is a recognized expert on the Federal
Reserve and monetary policy. Dr. Sinai has taught in several leading universities, has published many
articles in academic journals and regularly writes commentaries on the U.S. and world economies and
financial markets. On public record for over 25 years, Sinai's forecasts have been excellent on
identifying major trends in the economy and movements in the financial markets.
Kent McCarthy - President, KCM Capital Mr. McCarthy retired from Goldman Sachs in 1994 and
started two hedge funds, as well as the Jayhawk China fund. He teaches at the University of Kansas
School of Business, where he received the Henry Bubb teaching award.He graduated from the
University of Kansas and holds an MBA from Stanford University.
James D.Wineland - CFA Senior Vice President, Portfolio Manager Waddell & Reed Investment
Management Co.Mr. Wineland graduated from the United States Military Academy at West Point,
New York in 1973. Following five years of service with the U.S. army he was a finished products
distribution manager with Procter and Gamble Paper Products Company. Mr.Wineland earned an
MBA at the University of Kansas in 1981 and joined United Missouri Bank in Kansas City as an
equity analyst.
Jane Tedder - Vice President, Security Benefit Group, Inc. A veteran on Security Benefit's investment
team, Jane Tedder combines her expertise and outstanding client education skills to share the latest
economic research with her peers and investors. She serves as Vice President and Senior Economist
and is responsible for economic analysis and reporting as well as for coordinating external fund
management activities with Security Benefit's subadvisors.
Fred Mitchell - President, Mitchell Capital Management. Prior to founding MCM in 1987, Mr. Mitchell
accumulated 20 years of investment experience, the last fifteen at Waddell & Reed. He began as an
Investment Analyst,progressed to Director of Research, Separate Account and Mutual Fund Portfolio
Manager, President of Waddell & Reed Asset Management Co and Chief Investment Officer. He is a
member of the Board of Directors of several Foundations and Corporations and is a guest columnist for
the Kansas City Star and other publications.
Matt Egenes, CFA - Portfolio Advisor, American Century Investments. Mr. Egenes works directly with
the chief investment officer of American Century Investment Management in developing the firm's view
of the markets.Mr. Egenes holds a bachelor's degree in finance from Iowa State University and the
Chartered Financial Analyst designation. He is a member of the Association for Investment Management
and Research (AIMR) and the Kansas City Society of Financial Analysts.
Brian Kaufman - Managing Director, Prairie Captial Management.Prior to forming Prairie Capital,
Mr. Kaufman practiced law for over a decade.His practice emphasized tax law,securities law, and
venture capital matters. He is a certified public accountant who practiced with a Big Six firm.Brian
received a B. S. in Accounting and Business Administration (with Highest Distinction) from the
University of Kansas in1980,and a J. D. from Stanford Law School in 1985.
Bill Greiner - Executive Vice President of UMB Bank, n.a., and Chairman of Scout Investment
Advisors, Inc.Mr. Greiner has enjoyed a career based entirely in the investment field.While at Northern
Trust he was vice-president and senior investment counselor. He is a member of the Kansas City Society
of Financial Analysts and The Institute of Chartered Financial Analysts.
