Nicole joined Goldman Sachs in 1999 as an Associate, after spending the summer of 1998
with the firm in the Asset Management Group. She became a Vice President in 2002, and
has focused on strategy development, single stock risk management, and trust and estate
planning for some of the Firm’s most significant relationships. In 2006, Nicole was appointed
to the Private Wealth Management Leadership Council, a selection of the division’s top
commercial and community members. She also serves on the Philanthropy Resources
Network, which enhances and channels the Firm’s capabilities directed towards non-profits
and charitably minded clients. Nicole graduated from The Phillips Exeter Academy, earned a
BA from Dartmouth College and an MBA from the Kenan-Flagler School of Business at the
University of North Carolina, Chapel Hill, where she serves as an appointed member of the
Kenan-Flagler Alumni Council.
Colorado State University – Pueblo
Professor Krai has been teaching economics and finance since 2006 at CSU-Pueblo and has over 40
years experience in the business world from VP & General Manager of corporate divisions to his
current positions of leading a consulting company and Chairman and CEO of an oil & gas exploration
and production company.
Ira A. Silver, Ph.D.
Associate Professor of Professional Practice in Managerial Economics
M.J. Neeley School of Business
Texas Christian University
Sam Walton Fellow
Dr. Silver has been teaching investments to undergraduates at TCU’s Neeley School of Business for
the past five years as well as high school students at the Neeley School’s Investor Challenge for the
past four years. His work experience includes five years on Wall Street at the Bank of New York
working with security analysts, 22 years at JCPenney as Chief Economist working with the Treasury
and Investment Relations departments, and ten years as a public company board member involved
with equity and debt issues and a complex merger.
North Arkansas College
Professor Swanson worked as a capital markets professional for 25 years; 1977-1982 as a salesman,
underwriter and trader for Wells Fargo Bank’s Investment Department, 1982-1986 as a SVP and
Sales Manager for Thomson McKinnon Securities Institutional Dept., and from early 1987 – January
1999 as a SVP and Managing Director for Lehman Bros. Inc. As an institutional fixed-income market
professional for 25 years, Scott was involved in some of the most eventful market events ever – the
20% interest rates of the early 80’s, the extraordinary stock market gains of 1982-2000, the crash of
1987, the credit crisis of the early 90’s, and much more. Professor Swanson taught at the Sorbonnes
and the University of Business in Marseilles, France about the topics of Institutional Finance and
Capital Market Formation.
Jason T. White, Ph.D.
Registered Investment Advisor
Assistant Professor of Economics
Northwest Missouri State University
Dr. White has a Ph.D. in Economics and teaches finance to undergraduate and graduate students. He
is a partner in a private Registered Investment Advisory practice where he serves as Director of
Investments (Chief Investment Officer) managing over $60 million on a discretionary basis. Dr. White
has won numerous teaching, research, and student support awards at the institutional, regional,
national, and college level.
J. Gregg Whittaker, Ph.D.
William Jewell College
Along with teaching, Dr. Whittaker is the founder and managing member of The Whittaker Group LLC,
a private equity firm specializing in capital raising, management, business development and value
creation for start-up companies. The Whittaker Group helped lead the development and equity
funding of what is now a publicly-traded financial services company in New York. He also worked on
Wall Street for ten years, the last five as Managing Director and the Global Head of Credit Derivatives
for Chase Securities, Inc. (Now JPMorganChase). Dr. Whittaker has written a number of articles and
published two capital markets books, The Handbook of Equity Derivatives (Irwin, 1995) and The
Handbook of Credit Derivatives (McGraw Hill, 1999).