Presenter

Richard Berg

CEO and Co-Founder, Performance Trust Capital Partners, LLC

Richard Berg is CEO and co-founder of Performance Trust Capital Partners, LLC. Performance Trust trades and invests over $25 billion annually in fixed-income securities primarily for middle market institutions. Prior to this, he was a Managing Director with Clayton Brown & Associates, Inc. where he directed the Portfolio Analytics Group, a division of the company dedicated to providing and executing commercial bank client investment and funding strategies. Rich was a Contributing Editor for the ABA Banking Journal for five years and authored various feature articles in this and other banking and regulatory publications. He is a featured speaker at numerous banking, insurance and professional conferences and seminars. Rich was also one of the original faculty members of the highly acclaimed Principles of Performance™ course (formerly known as Bond Math University®) and The Advanced Course®. He is a frequent guest on CNBC, Bloomberg TV & Radio, MSNBC, Fox Business News, WLS, WTTW and Reuters.

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