Dr. Mary Kelly

Renowned Economist & Leadership Expert

Commander/Dr. Mary Kelly, US Navy (retired) spent 25 years of active duty in the Navy. She was a military professor at the Naval Academy and a civilian professor at the Air Force Academy. She learned lessons in leadership in the first and second gulf wars and during 911. She uses real-world military and industry examples that resonate with participants.

From her days as a naval intelligence officer to her role as one of today’s most influential economists, Commander/Dr. Mary C. Kelly has carved out an unforgettable career in leadership. Former chief of police, professor, realtor and HR Director – Mary has spent over 25 years teaching and training more than 40,000 military and civilian personnel. Mary is now on a mission to spread her message of success with audiences worldwide, sharing with them the secrets to being a true leader in today’s workplace. 

A high-energy keynote speaker, Mary is focused on using research, laughter, and experience to show professionals how to excel. Mary’s relatable, no-nonsense approach inspires audiences to embrace their roles, surpass their goals, and plan for the future. 

Mary is the author of 15 books on business growth, leadership, and today’s economy. She is a speaker, coach, and trainer who has worked with hundreds of organizations and companies across the globe. 

Geoff Gerber

Twin Capital Management

Having founded TWIN in 1990, Geoff is the Chief Investment Officer overseeing the quantitative investment process and general management of the firm.   Recognized as a specialist in institutional quantitative investment management, he is often quoted in the financial press.  Two of his publications appear in Market Neutral: State-of-the-Art Strategies for Every Market Environment as a chapter entitled “Using a Nonparametric Approach to Market Neutral Investing” and in Global Asset Allocation as a chapter entitled “Equity Style Allocations: Timing Between Growth & Value”.  His most recent publication is entitled “Dividend Growth as a Defensive Equity Strategy”, published in the Journal of Investment Consulting.

Outside of TWIN, Geoff is a faculty member for the Aresty Institute’s Wharton Executive Education Program on Pension Funds and Investment Management.  He participates in a number of foundations’ investment committees and boards including the Burroughs Wellcome Foundation, the Jewish Federation of Greater Pittsburgh and the Jewish Healthcare Foundation.  Geoff is also a member of the Editorial Advisory Board of the Journal of Investment Consulting and is a former member of the Investment Advisory Committee for NY State Teachers Retirement System (NYSTRS).

Prior to founding TWIN, he held senior portfolio management positions at Prudential Insurance and Mellon Equity Associates.  Geoff earned a Ph.D. in Finance and Economics from the University of Pennsylvania, and a B.A. in Economics from the State University of New York at Buffalo where he graduated summa cum laude and was elected to Phi Beta Kappa.

Jeffrey Detwiler

Garcia Hamilton & Associates

Mr. Detwiler holds a B.S. in Finance from the University of  South Florida and a M.S. in Finance from the University of Houston’s Bauer School of Business. Additionally, he earned a Graduate Certificate in Financial Services Management from the University of Houston for his role as a Portfolio Manager of the Cougar Investment Fund, LLC.  He began his career in the investment industry in 1996, having worked for Franklin Templeton Investments and Invesco Funds Group prior to joining Garcia Hamilton & Associates, L.P. as a Fixed Income Analyst in 2007.

Mr. Detwiler was promoted to Fixed Income Portfolio Manager in 2010, and he became a Partner of the Firm in 2016. Throughout his time as Portfolio Manager, Mr. Detwiler has moved from covering corporates to overseeing the Firm’s short-term markets. As a senior member of the investment team and veteran of the Firm, he has taken on increased responsibilities on the trading desk since 2018. In 2024, Mr. Detwiler’s title was officially changed to Co-Deputy CIO to clarify the organizational structure of the investment team.

Mr. Detwiler is a Chartered Financial Analyst (CFA) charterholder and serves as a member of the CFA Institute and the Houston Society of Financial Analysts. He has also attained the Accredited Asset Management Specialist (AAMS) designation awarded by the College for Financial Planning.

Mr. Detwiler has presented on various topics relating to fixed income investing at forums and conferences across the country and internationally. He has been a speaker at the Pacific Region Investment Conference in Manila, as well as country conferences held in Palau, the Federated States of Micronesia, and the Commonwealth of the Northern Marianas Islands.  His alma mater, the University of Houston, selected him to be their inaugural presenter for the MSF Distinguished Speaker Series.

Mr. Detwiler serves on the M.S. Finance Advisory Board for the University of Houston. He also serves as a mentor for the University of Houston and the CFA Society of Houston mentorship programs. Mr. Detwiler also volunteers for a local animal rescue organization, Pup Squad, for which he serves as a board member.

An avid cyclist and runner, Mr. Detwiler has placed in the top of his age group in multiple races. He and his wife enjoy attending cultural events, traveling abroad, and spending time with their rescue dogs.

Kurt Wood

DRZ Investment Advisors

Kurt Wood serves as a Partner and Director of Client Service at DePrince, Race & Zollo, Inc., an institutional value equity investment management firm. Mr. Wood rejoined his former Sun Bank Capital Management colleagues in 2004.

Prior to joining DePrince, Race & Zollo, he was a founder and partner of JRW Partners, a consultancy dedicated to helping improve the businesses of institutional money managers worldwide.  He began his investment career 34 years ago at Sun Bank Capital Management and left the firm as Managing Director.

Mr. Wood is a graduate of Clemson University.  He is a former board member and past president of the Association of Investment Management Sales Executives (AIMSE).  He served as a Trustee and Investment Committee Chairman of the $125 million Winter Park Health Foundation and currently serves as a Trustee of the Heart of the City Foundation.

Laura Stolfi

Nuveen

Laura serves as a Managing Director, Senior Investment Strategist for Churchill Asset Management. In her role, Laura provides meaningful investment insights across the private capital spectrum to the investment community, with a particular emphasis on the Private Wealth and Retail channel. She works closely with Nuveen’s global distribution team to deepen relationships with and educate Churchill’s investors and partners.

From 2014 to 2021, she worked for Invesco’s Global Private Credit platform where she supported new business development and institutional client communications, shaping investor messaging and business strategy globally. Previously, Laura worked in corporate finance and investor relations at CIFC Asset Management where she supported marketing efforts and was responsible for financial projections on behalf of their private equity owners. Prior to CIFC, she was an associate at Goldman Sachs, where she worked in the firm’s investment management finance division focused on credit strategies. Laura began her career at Deloitte & Touche. She entered the investment management industry in 2003.

Laura graduated with both a B.S. in Business with a major in Accounting and an M.S. in Accounting from the University of Connecticut. She is a Certified Public Accountant (inactive) and holds the FINRA Series 7 and Series 66 registrations.