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Rich Berg
Rich Berg is CEO and co-founder of The Performance Trust Companies. Performance Trust Capital Partners trades and invests over 10 billion annually in fixed income securities primarily for middle market institutions. Prior to this, he was a Managing Director with Clayton Brown & Associates, Inc. where he directed the Portfolio Analytics Group, a division of the company dedicated to providing and executing commercial bank client investment and funding strategies. Rich was a Contributing Editor for the ABA Banking Journal for 5 years, and is the author of numerous feature articles in this and other banking and regulatory publications. He is a featured speaker at numerous banking, insurance and professional conferences and seminars throughout the United States. Rich was also one of the original faculty members of the highly acclaimed Principles of Performance course (formerly known as Bond Math University®) and the Advanced Course®. He has appeared on Bloomberg TV & Radio, MSNBC, CNBC, Fox Business News, WLS, WTTW and Reuters as a guest commentator. Rich received his BS in Mathematics from Wheaton College, and an MBA from Northwestern University’s Kellogg Graduate School of Management
2011 Forum Sessions
Luncheon Workshops
The Financial Meltdown: Intellectual Curiosity, Honesty, and Debate--How Much of What You Have Been Told is True?
After witnessing the financial meltdown in 2008-2009, do you ever wonder how much of the underlying financial theory is in fact true? This session will explore this question through recourse to intellectual curiosity, honesty, and debate. Intellectual curiosity asks the question, “I wonder if that is true”, where as intellectual honesty compares the actual facts and data points against the underlying theory. Finally, intellectual debate asks why the facts might not line up with the theory. This talk will address stimulating and provocative questions, both financial and non-financial.