20th Annual Forecast Dinner

Dana Martin

Having joined the firm in December 2009, Dana co-manages the group’s sales and trading teams and works closely with institutions as they navigate the complexities of ETF and Portfolio trading. He also leverages the relationships he has developed over his career on the capital markets side to create value for clients. Prior to WallachBeth, Dana was on the international trade desk at Citigroup. Before his time in New York, he was playing professional basketball in Germany and the ABA. Dana graduated from Skidmore College in 2005 and continues to be active as an alumnus in the career advancement side of his alma mater and the student athlete community.

Peter Strzalkowski, CFA

CEO/Senior Portfolio Manager,

Curasset Capital Management

Peter serves as CEO and portfolio manager of Curasset Capital Management. From 2009-2020 he was responsible for the performance of core, credit, and limited-term bond strategies at OppenheimerFunds in his role as senior portfolio manager, senior vice president, and co-team leader. Prior to joining the Core Bond Team in 2009, Peter was a portfolio manager on OppenheimerFunds’ Cash Strategies team. Peter holds a B.S. in finance from Virginia Commonwealth University.

Gabriela D. Santos

Managing Director, Chief Market Strategist for the Americas,

J.P. Morgan Asset Management

Gabriela provides valuable insight and perspective on the global economy and markets to institutional and retail clients across the Americas. Her research focuses on emerging markets, especially China. She is responsible for the development of the Guide to the Markets, Guide to China and Guide to the Markets - Latin America, amongst other publications. She is also a frequent guest on CNBC, Bloomberg, and other financial news outlets and is often quoted in the financial press. Prior to joining J.P. Morgan in 2012, Gabriela worked at HSBC’s Private Bank, stationed in Singapore, Switzerland and Mexico. She held various roles including banker, structured products trader and business manager. Gabriela graduated sum ma cum laude from the University of Pennsylvania with a B.A. in philosophy, political science, economics, and French. She is fluent in English, Portuguese, Spanish and French.

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David A. Caffrey

Vice President, Client Advisor (Institutional Advisor Team),

J.P. Morgan Asset Management

David A. Caffrey is vice president and client advisor at J.P. Morgan Asset Management where he serves registered investment advisors and bank and trust clients across the Southeast region of the United States. In his role, Dave is dedicated to empowering advisors by equipping them with intellectual capital to enhance their client interactions. He takes pride in helping advisors construct superior portfolios through J.P. Morgan Funds’ comprehensive approach to asset management. Additionally, Dave provides specialized training on market trends and ensures advisors have direct access to portfolio managers, specialists, and strategists. Dave has over two decades of experience in the financial services. He earned a J.D. from Sturm College of Law at the University of Denver and B.A. in political science from Boston College.

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