Speakers

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James Paulsen

Chief Investment Strategist
The Leuthold Group LLC

Jim is Chief Investment Strategist of The Leuthold Group, LLC. He is a member of the investment committee, authors market and economic commentary, and works with the Leuthold investment team in serving institutional, financial advisor, and investment professional clients. He will continue writing his long-running newsletter which will be published and distributed alongside our premier monthly research product, Perception for the Professional.

Paulsen has been an investment industry professional since 1983, most recently as Chief Investment Strategist at Wells Capital Management where he worked for 20 years. Prior to that, Jim was the senior managing director and Chief Investment Strategist for Investors Management Group in Des Moines, Iowa. He also served as president of SCI Capital Management in Cedar Rapids, Iowa. For more than 30 years, Jim has published commentary assessing economic and market trends. He is nationally recognized for his views on the economy, frequently appears on CNBC and Bloomberg TV, and is invited to speaking engagements across the country. He has been named a top economic forecaster by Business Week, and Money Magazine called his newsletter one of "101 Things Every Investor Should Know." Jim earned a Bachelor degree and Doctoral degree in Economics from Iowa State University.

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Moderator

Carol Schleif, CFA, FSA

Deputy Chief Investment Officer
BMO Family Office

Carol Schleif is the Deputy Chief Investment Officer with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs.

She is an experienced investment leader with over 30 years in the industry. Carol has worked extensively with ultra-affluent families in the management and oversight of their investments. She has a deep understanding of the markets and portfolio management across asset classes. She is a sought-after speaker and thought leader, and a frequent contributor to Bloomberg, Reuters and other financial media.

Prior to joining BMO Family Office, Carol served as Deputy Chief Investment Officer with Abbot Downing. In this role, she oversaw several key initiatives at the firm and drove product and content development. She led the Private Wealth Management Investment Strategy workstream. She also launched and led mentoring and training programs to enhance career development for asset management employees. She was previously a Partner and Investment Principal with Lowry Hill, a Wells Fargo business.

Carol serves on the joint board of trustees for the College of St. Benedict/St. John's University where she chairs the investment committee. She also serves on the University of Minnesota Discovery Capital Advisory Board and the Hamline University Finance Curriculum Advisory Committee. Carol is on the board of the CFA Society of Minnesota where she co-chairs Challenging Perceptions and Chairs Career Development committees.

Carol earned her MBA from Hamline University. She earned undergraduate degrees in both business administration and equestrian science from William Woods College, where she graduated summa cum laude. She has also earned the Fundamentals of Sustainability Accounting (FSA) and Chartered Financial Analyst (CFA) designations.