InvestOH

Title Sponsors

Crowe Horwath
Ice Miller llp

Participating Companies

Energy: What the Frack is going on in Ohio?

New to INVESTOhio this year is the addition of expert panels discussing critical business issues important to companies, investors and to the state.  This moderated panel of industry analysts and industry executives will explore key energy issues and trends.

We expect these will be fast-paced, interactive sessions that will explore issues in context and supplement the day’s corporate presentations.

Attendees have the opportunity to receive CFA and CPA professional continuing education credit for attending, but registration is mandatory. Be sure to provide the name of the session you wish to attend (Energy or Healthcare), your affiliation (CFA or CPA) and your membership number when you register. 

Presenter - Joel K. Havard, Senior Analyst, Hilliard Lyons

Joel K. Havard, Vice President, Hilliard Lyons, is Senior Analyst for Consumer Durable Goods & Services and Regional Energy Producer Industries.

Joel joined Hilliard Lyons in 2007. He has covered the Consumer Durables sector since 1997, thrice making The Wall Street Journal's "Best on the Street" rankings (in the 2004, 2007 and 2010 issues). Joel has been in sell-side research since 1994 with Scott & Stringfellow; Neidiger, Tucker, Bruner; and First Dallas Securities. Joel holds a BBA from the University of Texas at Arlington and Series 7, 63, 86 and 87 licenses. Joel is a former artilleryman, amateur rodeo cowboy and a native of Fort Worth, Texas.

 

 

 

Presenter - Suken Patel, CFA, Research Analyst, Diamond Hill

Suken currently serves as a Research Analyst for Diamond Hill Capital Management, Inc.  He joined Diamond Hill in 2006.  From 2005 to 2006, Suken was an Equity Research Analyst with Victory Capital Management. From 2004 to 2005, Suken was a Merger & Acquisitions Analyst with KeyBanc Capital Markets.   Suken has a Bachelor of Science in Finance from The Ohio State University and holds the CFA designation. 

Presenter - Mark J. James, VP, Economic and Business Development, American Electric Power

Mark James is vice president - Economic and Business Development for American Electric Power, responsible for the strategic expansion of AEP's Economic Development program, identifying and pursuing opportunities to increase retail customer load.

From 2002 to 2011, James served as founder, president and chief executive officer of ED Solutions, Inc., a consulting firm providing economic development tools, training and project management services.

James served as director - economic development for AEP from 1992 to 2002. Prior to that, from 1985 to 1992, he was an economic development consultant for AEP in West Virginia. Previously, James was director of community development for the community of Bethel Park, Pa., and regional planner for the Bel-O-Mar Regional Council in Wheeling, W.Va.

He holds a bachelor's degree in geography and environmental science from Edinboro State University of Pennsylvania and a master's degree in economic geography from Oregon State University. James is a graduate of the University of Michigan's Ross Graduate School of Business Executive Management Program and is a certified economic developer (CEcD).

James is actively engaged in the economic profession locally and nationally. He is a member of the International Economic Development Council, the Utility Economic Development Association and is on the Advisory Council of CIBER program at the Fisher School of Business at The Ohio State University. He is also a faculty member of the Economic Development Institute at the University of Oklahoma in Norman, Okla.

Presenter - Industry Representative, Energy Development

 

 

Presenter - MODERATOR: Travis Upton, Chief Investment Officer, The Joseph Group Capital Management

As Chief Investment Officer, Travis Upton chairs the firm’s Investment Committee and plays a key role in developing and communicating The Joseph Group’s investment strategy.

Earlier in his career Travis served as an Institutional Portfolio Manager with Fifth Third Investment Advisors where he worked extensively with investment policy for endowment and pension funds.  He also worked in institutional sales with the Harbor Fund mutual fund family.  In addition to his investment duties, Travis serves on the faculty for the Schweser Study Program where he teaches training programs for major global investment banks and develops study materials for financial certification programs. Travis is the co-author of two textbooks used in the Schweser Institute Certificate Program titled Derivatives and Risk Management, and Debt Securities.  He is a summa cum laude graduate of the University of Toledo and holds the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA) designations.