2016 Speakers

Lara Magnusen, CAIA

Portfolio Strategist and Portfolio Manager Altegris Advisors

Lara Magnusen serves as Portfolio Strategist and Portfolio Manager for Altegris Advisors and is a member of the Investment Committee. Lara has worked at Altegris since 2005, previously serving as the Director of Investment Products and Director of Research and Investments for Altegris Advisors. With a career starting in 1999, Lara was also previously Director of Manager Research for Cabezon Capital LLC, responsible for due diligence and development of emerging hedge fund managers. Additional experience includes her tenure at Helix Investment Partners, a fixed income oriented hedge fund, as well as several years as a Financial Analyst at Goldman Sachs. Lara is also an advisory board member for the Unusual Suspects Theatre Company, a non-profit that mentors and empowers youth in underserved and at-risk environments. Lara received a BA in Economics with a minor in Business Administration from the University of California, Berkeley; an MBA from the Rady School of Management at the University of California, San Diego; and holds the designation of Chartered Alternative Investment Analyst (CAIA).

more

Thomas Alonso

Vice President, Investor Relations, Prospect Capital

Thomas Alonso began his career in 2004 and is Vice President of Investor Relations. Prior to joining Prospect, he was Vice President Senior Analyst on Macquarie’s US Banks team, where he was responsible for research coverage of a broad universe of US based banks. He was previously the financial services industry analyst for First Investors Management Company and a research associate at Janney Montgomery Scott, LLC covering banks. Mr. Alonso received a BBA in Finance from Baruch College and is a CFA charterholder.

 
more

Jonathan Angrist

President, Chief Investment Officer, Cognios Capital

Prior to co-founding Cognios Capital, Mr. Angrist was a Co-Owner of and Portfolio Manager at Helzberg Angrist Capital (“HAC”), the predecessor firm to Cognios. HAC was an alternative asset investment firm specializing in deep value, long/short equity hedge fund management. Prior to HAC, Mr. Angrist was a Portfolio Manager for a mutual fund company, The Buffalo Funds, where he launched and managed the Buffalo Micro Cap Fund. Mr. Angrist also served as a Principal with the private equity firm Harvest Partners, Inc. in New York City. Prior to that he was a senior consultant for a leading, independent management consulting firm. Mr. Angrist's educational background includes an MBA and a B.S. (Summa Cum Laude and Phi Beta Kappa) from Tulane University. Mr. Angrist currently serves on the Board at University Academy, a top performing charter school in Kansas City, MO.

more

Jake Anonson, CFA, CAIA

Portfolio Manager, Principal Portfolio Strategies

Jake is a Portfolio Manager for Principal Portfolio Strategies, a specialized boutique that engages in the creation of asset allocation solutions. In this role, he is responsible for conducting research, assessing risk, and making relative value recommendations relating to specific aspects of the Dynamic Outcome strategies. Jake is a member of the Investment Oversight and Risk Committee and has over 22 years of industry experience. Before joining Principal®, he was a Managing Director with Miles Capital, a boutique institutional asset manager. Prior to joining Miles Capital, Jake served in various capacities with Principal Global Investors and Principal Real Estate Investors. While at Principal, he has worked with both retail and institutional strategies and clients. Prior to joining Principal, Jake worked as a Credit/Business Analyst with various firms as well as a Bank Examiner with the Office of the Comptroller of the Currency. Jake has earned the right to use the Chartered Financial Analyst® designation and has passed the CPA exam.1 He has also earned the Chartered Alternative Investment Analyst designation.(Footnote: 1Mr. Anonson does not provide tax or accounting services on behalf of the companies of the Principal®.)

more

Simon Arrata

CEO & Mutual Fund Strategist, Harvest USA

Mr. Arrata is the CEO of Harvest USA and key architect of a China bond fund (HXIIX). Harvest USA is a subsidiary of one of the largest China Asset Management Companies- Harvest Fund Management ($100 +Billion AUM). The US subsidiary is focused on effectively managing the multi-level capital flows between China and the United States by offering best-in-class investment solutions to help serve our clients in an exceptional manner.

Mr. Arrata has 20+ years of experience in the financial services industry. Prior to joining Harvest USA, Mr. Arrata spent 14+ years at Fidelity Investment Institutional Services division where he served as Senior Vice President. Mr. Arrata is a registered representative of Harvest USA with series 7, 63, 65 & 24 registration. He has a law degree and is a member in Good Standing of the NYS Bar Association for 20+ years.

more

Jeff Benjamin

Senior Columnist, InvestmentNews

Jeff Benjamin, senior columnist for InvestmentNews, covers a full range of investing strategies in the context of the overall financial advice industry. He also writes the weekly Investment Insights column, featuring various investment opportunities. Mr. Benjamin joined InvestmentNews in March 2000 from Cerulli Associates in Boston, where he worked as a consultant specializing in the managed accounts and hedge funds industries. Prior to that he covered the money management industry as a reporter for Dow Jones News Service in New York. Mr. Benjamin began his career in Maryland where he worked as a business reporter for a number of news organizations, including The Baltimore Daily Record. He holds a bachelor's degree in journalism from Central Michigan University. During his career, Mr. Benjamin has received more than two dozen national and regional awards for news reporting.

more

Keith Black, Ph.D., CAIA, CFA

Managing Director, Curriculum & Exams, CAIA

Keith Black has over twenty years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Director of Curriculum for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology.

He contributes regularly to The CFA Digest, and has published in The Journal of Global Financial Markets, The Journal of Trading, The Journal of Financial Compliance and Regulation, the Journal of Investing, The Journal of Environmental Investing, and Derivatives Use Trading and Regulation. He is the author of the book “Managing a Hedge Fund,” as well as the co-author of the 2012 second editions of the CAIA Level I and Level II textbooks. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010.

Dr. Black earned a BA from Whittier College, an MBA for Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) candidates.

more

James Bowden

Managing Director, Neuberger Berman

James Bowden, is a Managing Director of Neuberger Berman.  Previously, Mr. Bowden was a Managing Director Bank of America / Merrill Lynch, managing the group’s private equity fund of funds business since its inception in 1998.  In that capacity he led the private placement capital raising activities, directed investment origination and has ongoing management and administration responsibilities for the Bank of America fund of funds business. Mr. Bowden’s career covers a variety of private equity, commercial banking and management consulting positions.  Prior to joining [Bank of America / Merrill Lynch], he served as the manager of the Chicago office of Corporate Credit Examination Services for Continental Bank, where he had responsibility for the independent oversight of the Private Equity Investing and Midwest Commercial Banking Division.  Earlier in his career, he was a Managing Consultant in the Financial Advisory Services practice of Coopers & Lybrand, specializing in corporate turnarounds and previously focused on commercial lending and problem loan workouts during his time at Continental Bank, Citicorp and the American National Bank of Chicago. Mr. Bowden received his M.B.A. and B.B.A. from the University of Michigan. Mr. Bowden is a Certified Public Accountant.

more

Brody Browe

SVP, Investment Management, FS Investments

Brody J. Browe is Senior Vice President of Investment Management at FS Investments. He leads the firm’s institutional group and is a key member of FS Investment's team. As part of the investment team, he collaborates with the management and fund development teams to ensure the firm’s investment offerings are aligned with the interests of institutional advisors and their clients.

Before joining FS Investments, Mr. Browe served as Managing Director at Stark Investments, a $14 billion global alternative investment firm, where he was a member of the investment team for its direct lending strategy. Prior to this role, he spent nine years as Executive Director at Morgan Stanley Investment Management. During his last five years at Morgan Stanley, he served on the portfolio team in its alternative investments division, where he worked on a number of investment strategies including credit funds, multi-strategy funds and equity long/short funds.

Mr. Browe is a Chartered Alternative Investment Analyst (CAIA) and holds series 7 and 63 licenses. He has a Bachelor of Arts in Economics from Miami University.

more

Vineet Budhraja

Asset Allocation and Portfolio Strategy Executive, Merrill Lynch

Vineet Budhraja is Head of Alternative Investment (AI) Strategy. In this role Vineet oversees the AI Managed Strategies and provides guidance on incorporating AI into client portfolios. Most recently, Vineet led the Quantitative Analytics Group within Carlyle’s Solutions business, which developed asset allocation models and advised institutions on portfolio strategy. Vineet also helped design and manage Morgan Stanley’s custom Fund of Hedge Fund’s program, and developed AI models and guidance for HNW clients while working at Citigroup Alternative Investments. Vineet earned an M.B.A. with honors from the Wharton School of Business, and also earned undergraduate degrees in finance and systems engineering, summa cum laude, from the University of Pennsylvania.

more

Ed Butowsky

Managing Partner, Chapwood Investments, LLC

Ed Butowsky, managing partner of Chapwood Investments, LLC, is an internationally recognized expert in the investment wealth management and personal finance industry.

Ed is a mentor to up-and-coming athletes and their parents, but it isn’t only public figures who seek his advice. Private individuals come to him in search of new strategies for their financial concerns. Ed is best known for his straight talk and his willingness to roll up his sleeves and find solutions to issues that others want no part of.

Butowsky starred in “Broke,” the critically acclaimed ESPN “30 for 30” documentary that chronicles professional athletes and their financial experiences, which is based on the most popular Sports Illustrated article ever: “How (and Why) Athletes Go Broke.”

His more than 29 years in the financial services industry began at Morgan Stanley, where he was a senior vice president in private wealth management. In his 18 years there, he was the firm’s top producer nationally as well as the first adviser to surpass $1 billion in assets under management. He was recognized as a member of both the Chairman’s Club and the Equity Club, distinctions reserved for only the top advisers at Morgan Stanley.

more

Mark Carlson

Senior Vice President, Senior Investment Strategist, Northern Trust Asset Management

Mark D. Carlson, CFA is Senior Vice President and Senior Investment Strategist responsible for fixed income and natural resource strategy for FlexShares Exchange Traded Funds (ETFs). He provides product development, investment strategy and related ETF product expertise to the team.

Prior to being named Senior Investment Strategist for ETFs, Mark served as Northern Trust’s Director of Fixed Income Research for seven years and was a Senior Fixed Income Analyst for eight years. As Director of Fixed Income Research, Mark served as a voting member of the firm’s Investment Policy and Tactical Asset Allocation committees.

Before joining Northern Trust, Mark worked as a Fixed Income Analyst for six years at MetLife Inc.and for six years at Citibank, including three years in interest rate risk analysis and management. Mark is also a former visiting instructor of economics and corporate finance at the College of DuPage.

Mark received a BS degree in finance and an MBA degree from DePaul University and is a CFAcharterholder. He is a member of the CFA Society of Chicago and the CFA Institute.

more

Cleo Chang

Head of Alternative Investments, Senior Vice President, American Century Investments

Cleo Chang is senior vice president and head of alternative investments for American Century Investments, an independent, privately controlled, pure-play asset management firm founded in 1958.

As head of alternative investments, Chang is the firm's most senior investment management executive responsible for the development and oversight of liquid alternative investment capabilities. Specifically, she provides strategic direction for American Century's alternative investments initiative, helps develop competitive and forward-looking proprietary investment capabilities within the alternatives market in conjunction with the firm's investment teams, provides oversight to third-party alternatives investment management subadvisors and serves as the company's thought leader on liquid alternatives, providing her perspective to clients and other external audiences.

Prior to joining American Century, Chang was chief investment officer and managing director with Wilshire Funds Management. As CIO, Chang oversaw all investment-related functions, including manager research, portfolio management and investment research for both traditional and alternative asset classes. Previously, she was the head of investment research, responsible for creating investment solutions and asset allocation frameworks.

Earlier in her career, Chang served as manager of investments with harris myCFO Investment Advisory Services, a subsidiary of Bank of Montreal. She earned her BA in economics from the University of California, Berkeley and an MS in mathematical finance from the University of Southern California. She also holds an MBA with a concentration in finance from the Marshall School of Business, University of Southern California.

more

Michael Connor

Executive Vice President and Product Manager, Pimco

Mr. Connor is an executive vice president and a derivatives strategist in the New York office, focusing on PIMCO's quantitative strategies including tail hedging and trend following. He is also a member of PIMCO's investment solutions team. Prior to joining PIMCO in 2012, he worked at Merrill Lynch, UBS/Swiss Bank and Salomon Brothers, focusing on trading/structuring all types of derivative products. He has 30 years of investment experience and holds an MBA from the University of Chicago and a bachelor's degree from Princeton University.

more

Eric Davis

President, Chief Investment Officer, Integrity Advisor Solutions

Eric Davis currently serves as chair of the Integrity Wealth Management investment committee, overseeing investment strategy and due diligence for the group. He founded and oversees a platform for RIA’s which provides due diligence, consulting, and access to non-traditional investments. Eric also serves as President and Chief Investment Officer of the Integrity Capital Income fund, a private fund focused on delivering high current income. He has over 15 years in investment management experience. Integrity Wealth Management has over $750 million in assets under management.

more

Robert Doll

Senior Portfolio Manager & Chief Equity Strategist, Nuveen

Bob Doll is Senior Portfolio Manager and Chief Equity Strategist at Nuveen Asset Management. Bob manages the Large Cap Equity Series, which includes traditional large cap equities, specialty categories and alternative strategies. He is a highly-respected authority on the equities markets among investors, advisors and the media. As the author of widely-followed weekly commentaries and annual market predictions, Bob provides ongoing, timely market perspectives.

Prior to joining Nuveen Asset Management, Bob held similar roles at other large asset management firms, including serving as chief equity strategist at Blackrock, president and chief investment officer of Merrill Lynch Investment Managers (MLIM) and chief investment officer of OppenheimerFunds, Inc. He has 36 years of portfolio management experience, received a B.S. in accounting and a B.A. in economics from Lehigh University and an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant and holds the Chartered Financial Analyst designation from the CFA Institute. Bob appears regularly on CNBC, Bloomberg TV and Fox Business News discussing the economy and markets. He has also been quoted in major business publications such as The Wall Street Journal, Barron’s and Financial Times.

more

Jeff Glattfelder, CFA®, CAIA®

Director, BlackRock Alternatives Specialists Group

Jeffrey R. Glattfelder, CFA, CAIA, Director, is a member of BlackRock Alternatives Specialists (BAS) Group. He leads a team of Product Specialists who are focused on alternative investment products offered to private wealth clients.

Prior to joining BlackRock in 2012, Jeff was a Product Specialist in Morgan Stanley's Managed Futures Group. Previously he was in Morgan Stanley’s and Citi/Smith Barney’s Alternative Investment Product Group where he was responsible for developing the offering menu for the fund of hedge fund platforms.

Jeff began his career at Merrill Lynch and has experience in product development, quantitative research, portfolio management and institutional client service roles. He is a graduate of Hofstra University, and is a Chartered Financial Analyst, a Chartered Alternative Investment Analyst, and a member of the Alternative Investment Committee of the New York Society of Security Analysts. In 2009, Jeff was a contributing author for the Fund of Hedge Funds chapter in "Hedge Fund Alpha: A Framework for Generating and Understanding Investment Performance" edited by John M. Longo, World Scientific Press.

more

Bradford Godfrey

Director of Alternative & Asset Allocation Strategies, Institutional Portfolio Manager, Eaton Vance Management

Bradford Godfrey is vice president of Eaton Vance Management, director of alternative and asset allocation strategies and institutional portfolio manager for Eaton Vance’s suite of global income offerings including absolute return strategies and currencies as well as tactical asset allocation and commodity strategies. He is responsible for client and internal communications and insights on alternative investments as well as investment strategy and portfolio positioning, including views on capital markets, valuations, and macroeconomic and political events. He joined Eaton Vance in 2002.

Brad began his career in the investment management industry in 2000. Before joining Eaton Vance, he was affiliated with MFS Investment Management.

Brad earned a B.S. from the University of Richmond. He is a member of the Boston Security Analysts Society and is a CFA charterholder. His commentary has appeared in the Financial Times, InvestmentNews and numerous online publications.

more

Alistair Lowe

Senior Adviser, Investment Committee, Alpha Simplex Group

As Senior Advisor to the Investment Committee of AlphaSimplex, Mr. Lowe focuses on the management of the firm’s research process and supports the AlphaSimplex Investment Committee. Mr. Lowe will also help to set the research agenda and assess research projects and needs. Mr. Lowe has over 30 years of industry experience.

Mr. Lowe joined AlphaSimplex in 2016. Previously, he spent 18 years at State Street Global Advisors, first as the Head of Investor Solutions, then as Chief Investment Officer, Global Asset Allocation and Currency; and finally as Chief Investment Officer, Global Equities and EVP. In those roles he created investment processes and products and managed teams of investment professionals.

Mr. Lowe earned a M.A. (Hons) in Economics and a Diploma in Computer Science from the University of Cambridge, Churchill College.

more

Ryan McCalley

Founder and Managing Partner, SQN Ventures, LLC.

Ryan McCalley is the founding member of SQN Ventures and brings over 15 years of investment management and startup operational experience.

Prior to establishing SQN Ventures, in partnership with SQN Capital he was the Senior Vice President of ATEL Ventures, a San Francisco private equity firm managing $2BN in assets providing venture debt financing to emerging technology companies. His tenure with ATEL began in 2004 and held various positions responsible for portfolio management, underwriting, origination and head of the Clean Energy Investments.

While investing on behalf of the ATEL funds, Mr. McCalley committed over $250M in capital to emerging technology-enabled companies backed by top tier venture capital firms. His track record included several of the highest yielding portfolio companies since ATEL’s inception. Select investments led by Mr. McCalley include Digital Ocean, EcoATM acquired by Oterwall, formally known as Coinstar for $350M, Sling Media purchased by Echostar, Good Technology, Defense.net acquired by F5 Networks, Linden Labs, Avogy, Altierre, and Luxtera.

His extensive experience financing emerging technology companies led him to the take a sabbatical from ATEL to successfully cofound and launch PURE Energies, Inc. in 2010 the leading acquisition platform for residential solar pioneering online and telephone sales. He was part of the founding senior management team and board that led PURE from concept to raising over $20M of venture capital financing led by New Enterprise Associates (NEA) the nations largest VC firm, several acquisitions. During 2014 PURE Energies was a top 5 residential solar provider which ultimately led to an all cash acquisition by NRG Energy Inc., a fortune 250 company.

  

Ryan possesses a broad skill set in finance, portfolio management, company advising and capital raising experience. Mr. McCalley is also an advisor and board member to M&L Commodities, Inc., an industrial and commercial real estate development partnership, as well as mentor and advisor to numerous start-up companies.  Mr. McCalley holds a BA in Economics and accounting from the University of California Santa Barbara. 

more

Jason Ment

Partner, General Counsel & Chief Compliance Officer, Stepstone

Mr. Ment focuses on the firm’s legal and compliance activities.

Prior to StepStone, Mr. Ment was General Counsel of Citi Private Equity, a US$10 billion equity co-investment, mezzanine and fund of private equity funds business. While at Citigroup, Mr. Ment was also the General Counsel of Metalmark Capital, a middle-market private equity business, and Citi Sustainable Development Investments, a clean technology and renewable energy focused venture investment business. Prior to that, Mr. Ment was a member of O’Melveny & Myers LLP’s Mergers & Acquisitions/Private Equity Group and of McDermott Will & Emery LLP’s Mergers & Acquisitions Group.

Mr. Ment received his BS from Cornell University and his JD from the New York University School of Law.

more

Nadia Papagiannis

Director of Alternative Investment Strategy for Global Third Party Distribution, Goldman Sachs Asset Management

Nadia Papagiannis, CFA is the director of alternative investment strategy for Goldman Sachs Asset Management’s global third-party distribution. In this role, she leads the firm’s alternatives education and thought leadership initiative, with a focus on liquid alternatives.

Prior to joining GSAM in 2014, she served as the director of alternative fund research at Morningstar, Inc. There, she managed a team of three alternative investment research analysts and covered the alternative mutual fund industry. She also created and edited Morningstar’s quarterly alternatives newsletter, Alternative Investments Observer. Before joining Morningstar in 2005, Papagiannis was a senior compliance examiner at NASD (now FINRA) and an auditor at the National Futures Association (NFA).

Papagiannis holds a bachelor’s degree in finance and French from the University of Wisconsin and a master’s degree in business administration from the University of Chicago Booth School of Business. Papagiannis also holds the Chartered Financial Analyst (CFA) designation. In 2011, Institutional Investor selected her as one of the publication’s Rising Stars of Mutual Funds.

more

Christopher Reece, CFA

Senior Vice President, Fund Strategy, FS Investments

Christopher R. Reece serves as the Senior Vice President for the Fund Strategy group at FS Investments and is involved in the management, development, rollout and marketing of the firm’s product lines, with a focus on FS Energy & Power Fund.

With over 20 years in the investment and financial services industry, Mr. Reece has a wealth of experience ranging from investment management to institutional sales. Prior to joining FS Investments, Mr. Reece spent five years as a Director with Turner Investment Partners, an investment firm that, at the time, managed more than $13 billion of securities for institutions and individuals. At Turner, he was responsible for managing the firm’s largest institutional relationships spread across alternative, domestic and international strategies. In this role, he was also responsible for generating investment research and articulating detailed portfolio analysis of the firm’s strategies to clients. Before joining Turner, Mr. Reece was a Product Specialist with Planco/The Hartford Mutual Funds and was instrumental in successfully building out their registered investment advisor channel. His product responsibilities focused primarily on positioning The Hartford Floating Rate Fund to advisors and wholesalers. Prior to this role, he spent two years at David Vaughan Investments as a senior relationship manager and eight years at The Vanguard Group, most recently as an international investment analyst.

Mr. Reece received his MBA from Villanova University and his BS in Finance from Drexel University. He holds the Chartered Financial Analyst designation and is an active member of both the CFA Institute and the CFA Society of Philadelphia.

more

Bob Rice

Managing Partner, Tangent Capital

With over 30 years in the industry as an investment manager, lawyer, principal, and banker, Bob Rice may be the country’s best known alternatives expert. He is the bestselling author of “The Alternative Answer” and “Three Moves Ahead,” appears regularly in TV and print media, and conducts educational events for thousands of FAs and investors each year. He is the managing partner of the broker dealer Tangent Capital, which serves major allocators and alternative asset managers, and also consults for leading financial institutions through Rice Partners.

more

Jay Schechter

Partner and Senior Advisor, Singer Xenos

Jay joined Singer Xenos in 1999. He currently serves as Partner and Senior Advisor and is a member of SX's Investment Committee. In addition to being a Certified Financial Planner, Jay is a licensed member of The Florida Bar. He received his Bachelor of Arts degree in Business Administration from the University of Miami and his Juris Doctor from Temple University School of Law. Jay has helped the firm grow from a staff of five professionals managing $200 million to a staff of 16 managing $1.3 billion dollars.

more

Jason Schwarz

President, Wilshire Funds Management, Wilshire Associates

Jason Schwarz is the president of Wilshire Funds Management, a business unit of Wilshire Associates that delivers investment management services and solutions to financial institutions globally. With over 18 years of industry experience, Mr. Schwarz joined Wilshire Associates in 2005, holding increasingly senior roles within the business prior to his appointment as president in 2014. He is responsible for launching Wilshire Advisor Solutions, the firm's branded model portfolio business, and for significantly increasing the firm's presence as a premier provider of multi-asset, outcome-oriented and alternative investment solutions encompassing liquid alternatives. He also serves as president of the Wilshire Mutual Funds and VITs and is member of Wilshire's Board of Directors.

Mr. Schwarz earned his AB in government from Hamilton College and holds an MBA from the Marshall School of Business, University of Southern California.

more

Avi Sharon

Principal Private Wealth Management Group, Blackstone

Avi Sharon is a Principal in the Private Wealth Management Group and is based in New York. Prior to joining Blackstone, Mr. Sharon was a Managing Director at AllianceBernstein, where he was head of product management for Asset Allocation and Head of Marketing for the firm’s Private Client business, Bernstein Global Wealth Management. His was involved with leading product development, management and distribution for all multi-asset class services across the institutional, retail and private client channels. He also developed and led a comprehensive marketing communications effort for the Private Client business. Prior to that, Mr. Sharon was head of marketing communications and strategic planning at HSBC Investments and before that was Vice President in the Quantitative Strategies Group at Credit Suisse Asset Management, working in alternative investment strategies. Mr. Sharon received a B.A. in English and Classics from Emory University and an M.A. and Ph.D. from Boston University in Classics. He has earned the Chartered Alternative Investment Analyst designation.

more

Jeffrey Sherman

CFA, Deputy Chief Investment Officer, DoubleLine

Jeffrey J. Sherman, CFA, Deputy Chief Investment Officer Mr. Sherman was part of the wave of investment professionals who followed former TCW Chief Investment Officer Jeffrey Gundlach to launch DoubleLine in December 2009. At DoubleLine, Mr. Sherman serves as the Deputy Chief Investment Officer and is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. His duties also include portfolio manager for derivative-based and multi-asset strategies. Previously, he was a Senior Vice President at TCW where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios. Mr. Sherman assisted in developing real-asset strategies for TCW and was a portfolio manager overseeing several commodity funds. Prior to TCW, he was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. He also taught Quantitative Methods for Level I candidates in the CFALA/USC Review Program for many years. Mr. Sherman holds a BS in Applied Mathematics from the University of the Pacific and a MS in Financial Engineering from the Claremont Graduate University. He is a CFA charterholder.

more

Trevor Taylor

Managing Director, Portfolio Manager, Allianz Global Investors

Mr. Taylor is a portfolio manager and a managing director with Allianz Global Investors, which he joined in 2008. He has portfolio-management and research responsibilities for the Structured Products team. Mr. Taylor has 17 years of investment-industry experience. He was previously co-CIO at Innovative Options Management, where he managed an equity-index option-based hedge fund and option programs on several open-end mutual funds. Before that, he was CIO at TLT Atlantic Asset Management and TLT Capital Corp. Mr. Taylor has a B.A. from the University of Florida.

more

Peter Tchir

Managing Director, Brean Capital

Peter Tchir focuses on global macro and current market drivers, with an emphasis on the fixed income markets. He has 20 years of experience as a trader, structurer, and strategist in markets ranging from Treasuries and High Yield bond trading, to CLO’s, to CDS indices. His unique background has helped him develop a business advising large institutions and hedge funds on markets  Analyzing, understanding, and explaining key market drivers is the first step, but understanding how those drivers will impact markets is the ultimate goal. His fixed income background ensures that he spends as much time analyzing and questioning the risk of an idea, as he spends on the potential reward.  The risk side of the risk/reward equation is just as important, but is too often ignored. While he focuses on global macro, many of the ideas have a fixed income element, which the proliferation of ETF’s has made accessible to a broader audience.

more

Jerry Webman, Ph.D., CFA

Chief Economist, Researcher

For more than 30 years, Dr. Jerry Webman has been involved in the investment and economic markets -- as a researcher, a financial advisor for state and local governments and a portfolio manager. Most recently he served as OppenheimerFunds’ Chief Economist and was previously Director of Fixed Income Investments. As Chief Economist, Dr. Webman provided strategic viewpoints on global financial and economic markets to investment management, financial advisors and investors.

Prior to joining OppenheimerFunds in 1996, Dr. Webman was managing director and chief investment strategist at Prudential Mutual Funds, where he had been since 1986. Before Prudential, he specialized in municipal housing finance with a public finance advisory firm. Dr. Webman began his finance career in 1983 at Merrill Lynch Capital Markets in the municipal research department.  Previously, he was an assistant professor of politics and public affairs at the Woodrow Wilson School of International Affairs at Princeton University.

Dr. Webman is the author of MoneyShift: How to Prosper from What You Can't Control and has been frequently quoted discussing his views on the economy and markets in leading media outlets including The Wall Street Journal, The New York Times, Bloomberg, and CNBC.

Dr. Webman holds a B.A. in Political Science, with honors, from the University of Chicago, where he graduated Phi Beta Kappa, and a Ph.D. in Political Science from Yale University.  Additionally, he is a CFA charterholder.

more

Marc Zeitoun

Head of Strategic Beta, Columbia Threadneedle Investments

Marc Zeitoun joined Columbia Threadneedle Investments in 2016 as Head of Strategic Beta. Previously, Mr. Zeitoun served as Chief Product & Marketing Officer at Emerging Global Advisors for three years where he was ultimately responsible for the firm's product, sales and marketing activities. Prior to this, he spent five years as the Head of Intermediary Distribution for Guggenheim Investments/Rydex, where he led the firm's ETF, mutual funds, separately managed accounts and variable insurance trust distribution efforts. Earlier in his career, he spent eight years at UBS, serving as Executive Director for investment solutions and fee-based advisory platforms. Mr. Zeitoun began his financial services career at Chase Investment Services in 1994. He is a graduate of Vassar College with a B.A. in History and of Columbia University's School of International Affairs with an M.I.A. in International Business & Finance. He is a member of the CFA Institute and a CFA Charterholder.

more

For More Information...

Join the Conversation

Join our LinkedIn Group and follow us on Twitter to participate in the most important conversation impacting our industry, and network with other financial advisers.

Shoutout to @laserfiche for running #GadgetGirl on the big screen at #PershingINSITE 👍🏻 https://t.co/kHpSCj7OrSWednesday, Jun 14, 2017 7:28PM @eventsFromIN Check out the latest #GadgetGirl episode: The case of democratizing retirement @AaronSchumm @Vestwell… https://t.co/6VCxhQnFifMonday, Jun 12, 2017 11:00AM @eventsFromIN Love having @rchusker on set to talk about the $41 trillion opportunity & how advisers can take advantage… https://t.co/I2NLBamYniThursday, Jun 01, 2017 3:35PM @eventsFromIN