Speaking Services

Members of Regatta’s financial planning and portfolio management team have been honored to be the guest speakers at many business and professional meetings across the nation. We would be honored to learn more about your event and assist you by speaking, educating and entertaining at your event. For our strategic partners (CPA's, Registered Representatives, Financial Planners, and Insurance Agents), we are always eager on planning a dinner or lunch seminar.

Eric A. Greschner, J.D., Registered Investment Advisor, is a Portfolio Manager for Regatta Research & Money Management, LLC. He has worked on Wall Street as an institutional research analyst and market strategist for a leading firm. Eric provided analysis to clients such as Oppenheimer, T. Rowe Price, Fidelity Investments, institutional pension funds, and hedge funds, etc. He also played an integral role in advisory meetings and conference calls with portfolio managers of Morgan Stanley Dean Witter, 1838 Investment Advisors, etc. on stock market strategy and individual stock selection.

Eric developed and tested stock market trading models, including models for several hedge funds, as well as one for Fidelity Investments. He has taught courses at Tulane University College, been a commentator for several radio stations, including WWL and WGSO 990 AM and has been quoted in national and local financial publications such as Money Magazine, Wall Street Transcripts, Times-Picayune, etc. Eric was also a stockbroker with a NYSE member firm.

Eric is a member of the International Association of Financial Planners and is a former member of the Board of Directors of the Financial Planning Association of New Orleans. Eric is also on the Board of Trustees for the Houston Grand Opera.

He is co-author of the upcoming book, Mutual Funds for the Serious Investor.

Eric can be emailed at eric@regattaresearch.com.

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Rudy J. Blanchard, M.S.M., Registered Investment Advisor, is a Portfolio Manager and Market Strategist for Regatta Research & Money Management, L.L.C.

He has worked in the training sector of the securities industry where he instructed professionals across the nation in preparation for various exams offered by the National Association of Securities Dealers (FINRA). He also constructed training modules used by stockbrokers and insurance agents to comply with continuing education requirements set forth by self-regulatory organizations.

Rudy received his B.S in Business from the University of New Orleans and a M.S.M. in Management from Troy State University. He is a course instructor at Louisiana State University. He has been interviewed and quoted by national financial publications such as Money Magazine, Wall Street Transcripts, and CitiBusiness. Rudy was also a co host of the Eric Greschner and Rudy Blanchard "Money Sense" radio show on WGSO 990 AM.

He is also co-author of the upcoming book, Mutual Funds for the Serious Investor.

Rudy can be e-mailed at rudy@regattaresearch.com.

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Andrew Valentine Pool, MBA joined Regatta as a Financial Advisor and is responsible for alternative investments such as Real Estate Investment Trusts, structured investments and privately held note purchasing.

Andrew comes from the financial planning and investment arena where he was a financial advisor for Waddell & Reed, Inc. He has been quoted in National Magazines such as Financial Advisor Magazine and interviewed on nightly news stations such as WDSU Channel 6. Andrew has previously been a frequent lecturer at educational forums at the University of New Orleans and Southeastern Louisiana University as well as businesses such as Keller Williams Realty.

Andrew graduated with honors from Southeastern Louisiana University earning a Management Degree and was a member of several honor societies. He acquired a Master of Business Administration (MBA) in Marketing and Finance from London’s prestigious Richmond School of Business. While living in London, he worked for the largest privately owned hotel chain conducting return on investment strategies.

Andrew can be e-mailed at andy@regattaresearch.com.

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Claudia M. Hayden, J.D., CFP® is a Financial Advisor at Regatta. Claudia obtained her Juris Doctorate at Loyola University School of Law where she was on a scholarship and graduated in the top 13% of her class. She is a former Financial Planner at AXA Advisors, L.L.C. and successfully completed the Certified Financial Planner Certification Exam in March 2002.

Claudia can be e-mailed at claudia@regattaresearch.com.

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Wesley Kubesch is a Research Analyst at Regatta. Wes graduated from Rice University and was a member of Rice’s football team. At Regatta, Wes is responsible for many of our risk management strategies and quantitative studies.

Wes can be e-mailed at wes@regattaresearch.com.