| Bernard Abdo Head of Alternatives and Fund Solutions Deutsche Asset & Wealth Management Bernard Abdo is Head of Alternatives and Fund Solutions for the Americas and Member of the Deutsche Asset & Wealth Management ("DeAWM") Alternatives and Fund Solutions Executive Committee, DeAWM Americas Executive Committee and Wealth Management Americas Executive Committee: New York Mr Abdo Joined the Company in 2007 with 8 years of industry experience. Prior to his current role, Mr Abdo served as Head of Fund Derivatives for the Americas in the Corporate Banking & Securities Division. Prior to joining, he worked as Head of Fund Derivatives for the Americas at Goldman Sachs, as a Marketer for the Structured Fund Products Group at IXIS Capital Markets and as an Investment Professional at Axalon Capital Group. Mr Abdo began his career as an Associate at White & Case LLP. Mr Abdo received a Bachelor's Degree with Honors in Finance and Economics from McGill University School of Management, Dual Common and Civil Law Degrees with Honors from McGill Law School, and Series 7, 24 and 63 Licenses. | |
| Frank Ahimaz Chief Investment Officer The Museum of Modern Art Prior to working at Citigroup, Mr Ahimaz was one of three founding partners at Dover Management, an
alternative investment fund. In his role at Dover Management, Mr Ahimaz was responsible for research
and investing of the fund’s portfolio companies. Mr Ahimaz has also worked at Chemical Venture
Partners, Merrill Lynch Global Private Equity, Goldman Sachs and Morgan Stanley in both private equity
and investment banking.
While on Wall Street, Mr Ahimaz executed numerous transactions including the sale of Pathmark to
A&P, the sale of Wild Oats to Whole Foods, the purchase of Saks’ NDSG unit for Bon-Ton Stores and
the purchase of Monet Jewelry with Richard Rainwater and Ray Chambers. Mr Ahimaz graduated
with an MBA in finance from the Wharton School at University of Pennsylvania and a B.S in aerospace
engineering from the Massachusetts Institute of Technology. Mr Ahimaz is a member of the Board of
Trustees for the Alvin Ailey Dance Foundation.
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| Matthew Allain CEO and Co-founder The Leo Group Matthew J Allain is the CEO and Co-founder of The Leo Group, a partner/employee owned SEC registered investment advisor, multi-family office and private wealth management firm. The Leo Group offers wealth management, tax strategies, capital markets and asset management solutions on a bespoke level to wealthy individuals and families, institutions and endowments globally. Mr Allain previously served as Vice President of Financial Counseling in the Ayco division of Goldman Sachs for nearly twelve years. Earlier in his career, he worked in the insurance industry with a focus on property and casualty exposures and small commercial lines. Mr Allain received a BS in architecture and civil engineering from Catholic University, a JD from Suffolk Law School, and an Investment Marketing Certificate from Wharton’s executive education program. Mr Allain resides in New Jersey with his wife and three sons.
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| Kamal Bhatia Head of Investment Products OppenheimerFunds Prior to joining OppenheimerFunds in September 2011, Mr Bhatia served as Managing Director
for investment products in the real assets and socially responsible investments space at TIAACREF.
Previously, he served as First Vice President for Mellon Institutional Asset Management, holding various
roles in investment analytics, corporate strategy and product development. Mr Bhatia started his career with the Global Corporate and Investment Banking Group at Citigroup
where he last held the position of Vice President, Client Servicing with the Global Commercial Credit
unit.
Mr Bhatia holds a Bachelor of Technology from the Indian Institute of Technology, Kanpur (India)
and a MS from Washington University in St. Louis as a Sever Fellowship Scholar. He serves on the board
of a local not-for-profit “Big Apple Greeter” in New York City.
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| 0 | Spencer Edge Principal Tiedemann Wealth Management, LLC Prior to joining Tiedemann in 2007, Mr Edge was in the Global Risk Advisory Services practice at Ernst & Young LLP. During his tenure, he worked with the Credit & Market Risk Management teams and a derivatives specialist group, serving a broad range of clients, including a Fortune 10 multi-national conglomerate, global investment banks and large hedge funds. In this capacity, Mr Edge performed complex analyses of these companies’ investment and loan portfolios, as well as their derivatives portfolios and strategies.
Mr Edge earned a Master of Accounting degree from the Kenan-Flagler School of Business at the
University of North Carolina at Chapel Hill and a Bachelor of Arts degree in History from Dartmouth
College. He is a Chartered Financial Analyst and a Chartered Alternative Investment Analyst, and a
member of the CFA Institute, the New York Society of Security Analysts, the CAIA Institute, the Foreign
Policy Association, the National Committee on American Foreign Policy and the Brookings Society.
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| Stephen Foley US Investment Correspondent Financial Times Previously, Foley was a markets correspondent for the FT, covering bond and credit derivatives, market developments, regulatory reform and their impact on the wider economy. Prior to joining the FT, Foley was the Associate Business Editor of The Independent, where he covered the credit crisis and US business issues in New York. Prior to this, he covered the UK stock market and the pharmaceuticals industry for The Independent in London. In March 2009, he was named Business and Finance Journalist of the Year at the British Press Awards.
Foley holds a degree from Cambridge University, as well as a diploma in Newspaper Journalism from City University in London.
Find him on twitter at @stephenfoley. | |
| Hannah Glover Managing Editor Ignites | |
| Syed Haque Portfolio Manager - Global Equities UPS Group Trust | |
| Stephen Horan Managing Director and Co-Lead, Education CFA Institute Dr Horan currently serves on the editorial board of the Journal of Wealth Management and the Financial Services Review. Before joining CFA Institute, he was active both locally and nationally with CFA Institute, drafting monographs, serving as a consultant to the Financial Accounting Policy Committee, and as Education chair for the CFA Society of Buffalo. He has been a frequent invited speaker at professional, academic, and CFA Institute events. | |
| Alanson Houghton Managing Director – Head of New York Office Pitcairn Alanson B. Houghton is Managing Director of Pitcairn, one of
the world’s leading family offices. Mr Houghton is the head of Pitcairn’s New
York office and leads its relationship management team, advising
multi-generational families. He is primarily responsible for developing,
implementing, and monitoring long-term investment programs and financial plans that
meet clients’ short-term needs and long-term objectives. In particular, he
focuses on strategic and tactical asset allocation, succession planning,
generational wealth transfer planning, and tax optimization strategies to
achieve the goal of wealth preservation for clients.
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| Dodd Kittsley Head of ETF Strategy Deutsche Asset & Wealth Management Prior to joining the firm, Mr. Kittsley was the Global Head of ETP Research for BlackRock and Head
of Due Diligence for iShares. At Barclays Global Investors (BGI), he was responsible for providing
customized portfolio solutions and product analytics to financial intermediaries and was Director of
Sales Strategy, leading a team that created and delivered ETP product and industry related insights.
He has also held research and fund due diligence positions at State Street Global Advisors and Morgan
Stanley. He has published extensively and is a frequent speaker at industry conferences and in the
media.
Mr Kittsley earned a B.A. degree from the Hamilton College and a Masters degree from University
of Houston. He holds various U.S. securities licenses and serves on the MMI ETF Committee as well
as FINRA’s continuing education committee. He received the Chartered Financial Analyst (CFA®)
designation and is a member of CFA® Institute.
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| 0 | Waldemar Kohl Vice President of Practice Management and Consulting Fidelity Institutional Wealth Services Prior to joining Fidelity in 2007, Mr Kohl was Executive Director of USAA Financial Planning Services, overseeing all branch operations for USAA's 80+ financial advisors and planners. He held numerous other leadership positions in marketing and product development for USAA during his 11 year tenure. |
| Raynald Leveque Director of Risk New York State Common Retirement Fund In his most recent experience, Mr Leveque was a quantitative analyst for the Main Street Team
of OppenheimerFunds, Inc., where his team managed a $16 billion portfolio across three U.S.
mutual fund products using disciplined quantitative strategies. Mr Leveque is a graduate of the
Fordham Graduate School of Business, where he earned a Masters of Business Administration
degree in Finance, and holds a Bachelor of Science degree in Computer Engineering from the
Rochester Institute of Technology.
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| 0 | Ralph Lipford Managing Director Botty Investors Ralph J. Lipford Jr is a Managing Director at Botty Investors, LLC (BI). BI serves as the CIO to multiple family offices in the US, Europe and Latin America.
Mr Lipford has 19 years of capital markets and portfolio management experience. Mr Lipford’s responsibilities include overall asset allocation, portfolio management, and outside hedge fund due diligence.
Prior to joining BI, Mr Lipford was a Managing Director and Portfolio Manager for Hartline Investment Corporation from 1995 to 2009 serving Institutions and HNW families.
Mr Lipford graduated from the University of Michigan with a BA in Economics in 1995. He earned his CFA charter in 2001 and is a member of the Chicago CFA Society. Mr Lipford is a CIC charter holder and an active member of the Investment Adviser Association (IAA) serving on the Government Relations Committee.
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| Stuart Lucas Chairman Wealth Strategist Partners Stuart Lucas is the Chairman and Chief Investment Officer of Wealth Strategist Partners LLC, which acts as an outsourced Chief Investment Officer for a select number of individuals and families of exceptional net worth. Mr Lucas has worked as an investment professional for over 30 years. Prior to founding Wealth Strategist Partners (WSP) in 2004, Mr Lucas was the Senior Managing Director of the Ultra- High Net Worth Group within Private Client Services at Bank One (now JP Morgan Chase). He has been co-CIO of his own family’s investment office for many years. Mr Lucas designed and teaches the Private Wealth Management executive education program, exclusively for wealth owners, for the University of Chicago Booth School of Business (Chicago and Madrid). His book, Wealth: Grow It and Protect It (FT Press, 2012), in its second edition, has been published on three continents and is used in both the Booth and Wharton Schools’ Private Wealth Management programs. He is the author of numerous articles on investing and wealth management, including “The 50% Rule”. Mr Lucas serves on the Boards of the National Public Radio Foundation and the Stuart Foundation, and chairs NPR’s Investment Committee. He has a B.A. with honors from Dartmouth College, an M.B.A. from Harvard Business School, and is a Chartered Financial Analyst. | |
| Krishna Memani Chief Investment Officer OppenheimerFunds In addition to his investment leadership roles, Mr Memani is currently a portfolio manager for
Oppenheimer Core Bond Fund, Oppenheimer Global Strategic Income Fund, Oppenheimer
Corporate Bond Fund and Oppenheimer Capital Income Fund.
Before he joined the company in 2009, Mr Memani was a managing director at Deutsche Bank, heading
U.S. and European credit analysis. Earlier, he headed global credit research at Credit Suisse;
was in charge of high grade and high yield portfolios at Putnam Investments; and was a credit
analyst at Morgan Stanley, heading U.S. fixed income strategy and mortgage research.
Mr Memani earned a Bachelor of Engineering from Birla Institute of Technology and Science in India
and graduated from the University of Florida with an MBA in finance and an MA in economics
with a focus on econometrics.
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| Simon Mendelson Head of Product Management & Development, Americas Deutsche Asset & Wealth Management Mr Mendelson joined Deutsche Asset &
Wealth Management in 2014 with 23 years of industry experience. Prior to joining, Mr Mendelson was a Managing Director
at BlackRock for 9 years where he led
corporate strategy, ran the global liquidity and securities lending businesses
and, most recently, was Global Head of Product Development. Before BlackRock, he was a Senior Partner in the
financial institutions practice at McKinsey & Co.
Mr Mendelson has a BA in philosophy from Yale University and a JD from Harvard Law School. | |
| Clarke Moody Partner Harding Loevner Clarke Moody is Portfolio Specialist for the related strategies offered by the $40 billion asset manager Harding Loevner: Global Equity, International Equity, Emerging and Frontier Emerging Markets Equity, and International Small Companies. He has over thirty years of industry experience, working in corporate finance with clients in the Health Care, and Technology, Media and Telecommunications industries for global firms such as the Chase Manhattan Bank, Barclays de Zoette Wedd, and ABN Amro.
Since 1996, Mr Clarke has been a Partner at Harding Loevner, where he has held positions as analyst, client portfolio manager and Director of Marketing. In his current role, he works with the firm’s portfolio managers and analysts to ensure that portfolio structure and analytics, as well as investment insights and outlook, are consistently and effectively communicated both internally and externally. He is a frequent speaker at investment conferences and industry meetings. Mr Clarke graduated from Colby College in 1978 with a BA in English Literature, and is a Chartered Financial Analyst.
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| Billy Nauman Managing Editor FundFire | |
| Rebecca Patterson Managing Director and Chief Investment Officer Bessemer Trust Rebecca Patterson has overall responsibility for investments, including asset allocation, strategic portfolio direction, and research. She is chair of the Investment Policy and Strategy Committee and a member of the Management Committee.
Prior to joining Bessemer, Ms Patterson was chief markets strategist at J.P. Morgan Asset Management. In that role, she headed the global client advisory group and was a member of the private bank’s investment committee. Ms Patterson joined J.P. Morgan as an investment bank research analyst and later became the global head of foreign exchange and commodities for the private bank, working in the U.S., Europe, and Asia. Prior to her career at J.P. Morgan, Ms Patterson was a journalist who covered politics, economics, and financial markets for Dow Jones and the Associated Press, in the U.S. and Europe. Ms Patterson earned a B.S. in journalism from the University of Florida, an M.A. in international relations from The Johns Hopkins University School of Advanced International Studies, and an M.B.A. from New York University. She is a member of the New York Federal Reserve’s Foreign Exchange Committee, the Economic Club of New York, the University of Florida Investment Corporation’s Advisory Board, and the Committee of 200. Additionally, Ms Patterson is a regular CNBC contributor. She was recently nominated as “Multi-Family Office Chief Investment Officer of the Year” by Family Office Review magazine and one of the leading “Women in Wealth Management” by The Family Wealth Report. | |
| 0 | Mary Pierson Portfolio Manager and Co-Founder Fairpointe Capital Mary L Pierson is Portfolio Manager and Co-Founder of Fairpointe Capital LLC and serves as a member of the Mid-Cap Investment Team and the firm’s Executive Committee. Her responsibilities include investment research, portfolio management and client relationships, including serving as co-manager of the Aston/Fairpointe Mid Cap Fund (CHTTX) and the Parvest Equity USA Mid Cap Fund. Prior to co-founding Fairpointe Capital, Ms Pierson served as a member of the Mid-Cap Investment Team at a predecessor firm for the past seven years. She co-managed the Aston Mid Cap Fund (CHTTX), the Parvest Equity USA Mid Cap Fund and separately managed institutional accounts as well as providing research and analysis of existing and potential mid-cap equity holdings. Ms Pierson’s prior experience includes fifteen years with Harris Bancorp and Harris Futures Corporation, a wholly-owned subsidiary. While serving as General Manager at Harris Futures Corporation, she was responsible for managing all aspects of the institution, which operated as a financial futures broker. In prior positions at Harris, Ms Pierson conducted in-depth international economic research and analysis of foreign exchange exposure issues, along with currency trends and foreign political conditions related to investments. |
| William Rhind Managing Director, Institutional Investment World Gold Council William Rhind is Managing Director and Head of Institutional Investment for the World Gold Council in the US & Europe. In this role, Mr Rhind leads gold investment activities focused on institutional investors. He is also responsible for developing educational campaigns to build greater understanding of the role of gold in portfolio construction for pension funds, endowments and asset managers. Prior to joining the World Gold Council, Mr Rhind was a Managing Director and head of the US business of ETF Securities, a commodity focused ETF provider. Mr Rhind started the US operations of ETF Securities in 2009 and helped grow the business from $0 to approx $3.5bn of ETF AUM in 4 years. He was previously a Principal at iShares ETF business for 5 years based in the UK distributing ETFs to UK & Irish investors. Prior to iShares, Mr Rhind was an investment banking analyst with Nomura International in London. Mr Rhind earned his BA from the University of Bath, United Kingdom.
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| Ashish Shah Partner and Head of Global Credit AllianceBernstein Ashish Shah is Head of Global Credit and a Partner at AllianceBernstein. He is also a member of the
Absolute Return portfolio management team. Prior to joining the firm in 2010, Mr Shah was a managing
director and head of Global Credit Strategy at Barclays Capital, where he was responsible for the High
Grade, High Yield, Structured Credit and Municipal Strategy Groups, and the Special Situations Research
team. Prior to that, Mr Shah served as the head of Credit Strategy at Lehman Brothers, leading the
Structured Credit/CDO and Credit Strategy Groups and covering the cash bond, credit derivatives and
CDO product areas for global credit investors. Before that, Mr Shah served as North American CFO at
Level 3 Communications from 1999 to 2000 and gained trading experience at Soros submanager Blue
Border Partners and Bankers Trust, where he ran US equity arbitrage from 1994 to 1999. He holds a BS
in economics from the Wharton School at the University of Pennsylvania. Mr Shah is located in New York.
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| Dr. Gary Shilling President A. Gary Shilling & Co His seventh of eight books, The Age of Deleveraging: Investment strategies for a decade of slow growth
and deflation, was published by John Wiley & Sons in late 2010. That followed his sixth book, Letting
Off Steam – a collection of commentaries on matters great and small, complex and mundane, serious
and frivolous, and its 2013 sequel Letting Off More Steam. His five earlier books covered the economic
outlook and related investment strategies.
Dr Shilling graduated from Amherst College A.B. in Physics, magna cum laude, Phi Beta Kappa, and
Sigma Xi, and earned his M.A. and Ph.D. in economics at Stanford University. While on the West Coast,
he served on the staffs of the Federal Reserve Bank of San Francisco and the Bank of America.
Twice, the Institutional Investor magazine ranked Dr. Shilling as Wall Street’s top economist and Futures
Magazine rated him the country’s number one Commodity Trading Advisor. In 2003, MoneySense
Magazine, named him the third best stock market forecaster in the world, right behind Warren Buffett.
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| Matthew Stroud Head of Delegated Portfolio Management - Americas Towers Watson Investment Services Mr Stroud has 21 years of capital markets and investment advisory experience. Prior to joining Towers Watson in 2003, Mr Stroud was an asset consultant at Towers Perrin for six years. He was responsible for helping clients to meet their goals and objectives with regard to asset allocation, asset class structure and investment manager selection, oversight, and performance evaluation. Prior to this, Mr Stroud developed and assessed the NASD’s first formal action against a NASDAQ market maker for trading ahead of customer limit orders (see: United States vs. Gruntal, 1996). Prior to this, Mr Stroud was a Financial Consultant at Merrill Lynch & Co.
Mr Stroud received an M.B.A. from New York University’s Stern School of Business, with concentrations in finance and statistics/operations research; a B.A. (cum laude) in Economics from New York University; and was awarded the William R. Salomon Scholarship from Salomon Bros. as well as the New York University Trustee Scholarship. Mr Stroud is a Chartered Financial Analyst (CFA) Charterholder and a member of the New York Society of Security Analysts. | |
| Joan Warner Managing Editor Financial Advisor IQ Joan Warner has been Financial Advisor IQ’s Managing Editor since the service’s launch in 2013. She was previously Managing Editor of Agenda, the corporate governance weekly. Both Financial Advisor IQ and Agenda are members of the Financial TImes family of news services. Previously, Ms Warner held senior editorial positions at Directorship and at Business Week, where she worked for almost 20 years. In 2007, she wrote a book about how to create a great photo album. She holds a BA in Classics & English and an MA in Comparative Literature, both from Harvard.
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| Robert Whitelaw Edward C. Johnson 3d Professor of Entrepreneurial Finance and Chair of the Finance Department Leonard N. Stern School of Business, New York University Professor Robert F. Whitelaw is the Edward C. Johnson 3d Professor of Entrepreneurial Finance and Chair of the Finance Department at the Leonard N. Stern School of Business, New York University. Professor Whitelaw teaches investments/capital markets and international finance in the MBA and undergraduate programs. He also teaches fixed income securities, equity investments, derivatives, and risk management at the executive level and asset pricing at the doctoral level. Professor Whitelaw's research interests include the relation between risk and return in the stock and bond
markets, the pricing and hedging of fixed income derivative securities, risk measurement and management,
and market efficiency. His papers have been published in academic journals such as the Journal of Finance, the
Journal of Financial Economics, and the Review of Financial Studies, as well as practitioner journals such as
the Journal of Derivatives, the Journal of Fixed Income, Risk, the Financial Analysts Journal and the Journal of
Investment Management.
His research has received awards from organizations including Goldman Sachs Asset Management and the
Chicago Quantitative Alliance. In addition, he is a Research Associate at the National Bureau of Economic
Research (NBER), Program on Asset Pricing, and a past Associate Editor of the Review of Financial Studies
and the Journal of Finance.
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