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Rob Arnott is chairman and CEO of Research Affiliates. He pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management and the Fundamental Index approach to investing. Arnott's firm explores novel approaches to active asset allocation, optimal portfolio construction, efficient forms of indexation and other quantitative strategies. He received his B.S. in economics, applied mathematics and computer science from the University of California, Santa Barbara.
Pramod Atluri, CFA, is a portfolio manager for Fidelity Management & Research Company, the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. He received a B.S. in biological chemistry from the University of Chicago and his MBA from Harvard Business School.
Richard Bernstein is CEO and CIO of Richard Bernstein Advisors. The firm uses a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. He is also an adjunct professor of finance at the NYU/Stern Graduate School of business, and a member of the Journal of Portfolio Management's Advisory Committee. Bernstein holds an MBA in finance from New York University and a B.A. in economics from Hamilton College.
Paul Bosse, CFA, CIMC, is a principal in the Vanguard Investment Strategy Group. He works with institutional clients, consulting on asset allocation and portfolio construction issues. Before joining Vanguard, Bosse was director of asset allocation and chairman of the Investment Committee at DuPont Capital Management. He earned a bachelor's degree from the University of Virginia and an MBA from the Kelley School of Business at Indiana University.
James Breech spent more than 15 years specializing in global capital markets prior to founding Cougar Global Investments in 1993. As full professor, he taught advanced international finance in the MBA program in the Faculty of Administrative Studies at York University in Toronto. Dr. Breech earned his B.A. from the University of Toronto, his MBA from the Wharton School at the University of Pennsylvania, and his Ph.D. from Harvard University.
Cory Burnell, CFA, is CIO of BluePrint Wealth Partners, a registered investment advisor headquartered in San Diego. He manages multiple ETF and options strategies with hedged exposures to volatility including both long and short VIX futures through ETPs. He holds an MBA and a B.A. in economics/mathematics.
Mariana Bush is a closed-end fund and exchange-traded tracking product senior analyst in the Advisory Services group at Wells Fargo, providing financial advisors and their clients with individual security recommendations in the CEF and ETP universes. She has been widely quoted in publications such as Barron's, Bloomberg, Forbes and The Wall Street Journal. Bush received her B.S.E. in the Civil Engineering and Operations Research department from Princeton University.
James Carville is America's best-known political consultant. His most prominent victory was helping Bill Clinton win the presidency in 1992. Carville is also a best-selling author, actor, producer, talk-show host, speaker and restaurateur. He is a Fox News contributor and can be seen on other networks worldwide. Carville is a columnist for The Hill newspaper, which publishes daily when Congress is in session, and serves as a professor of Practice at Tulane University in New Orleans.
Sanjay Chablaney is head of ETF Trading at Bank of America Merrill Lynch, where he is responsible for institutional market making and risk management across all ETF asset classes (equity, fixed income and commodities). He has more than 14 years of experience trading index products, and specializes in ETF arbitrage. Chablaney holds a B.S. in computer science from Stony Brook University and an MBA in finance from St. John's University.
Nick Cherney, CFA, CIO, co-founded VelocityShares in 2009. Previously, he worked at Barclays Capital in New York and had product development and management responsibilities for iPath ETNs. Cherney has appeared on CNBC and Bloomberg TV and is frequently quoted in the Financial Times, The Wall Street Journal, Reuters and other leading financial publications. He holds a B.A. in economics with highest honors from UC Berkeley.
Todd Clarke is CEO of CLS Investments LLC. Prior to this role, he was a wholesaler, sales manager, executive vice president of sales and marketing, and president. Clarke is responsible for overseeing all aspects of sales and marketing, portfolio management and business development. He currently holds Series 7, Series 63 and Series 66 securities licenses. Clarke received a B.S. in business management from Brigham Young University.
Bill Cosby is one of America's most influential stars. He has been compared to such great American humorists as Mark Twain, Buster Keaton and Jonathan Winters. Cosby broke the racial barrier of dramatic television when he co-starred in "I Spy" with Robert Culp. He is a renowned actor, best-selling author, Grammy-award winner and philanthropist. Cosby might have been a professional football player, but the world is richer in laughter because he decided on show business.
Joseph Davis is a principal with Vanguard and its chief economist. He is also global head of its Investment Strategy Group, whose investment research and client-facing team conducts research on portfolio construction, develops the firm's economic and market outlook, and helps oversee the firm's asset allocation strategies for institutional and individual investors. Davis has published studies on a variety of macroeconomic and investment topics in leading academic journals. He earned his Ph.D. in economics at Duke University.
Joel Dickson is Vanguard's global head of investment research and development and a principal in Vanguard Investment Strategy Group. He has testified before Congress on Social Security reform and mutual fund disclosure issues, and is often quoted in the press regarding the role taxes play in portfolio management and asset allocation decisions. Dickson earned an A.B. from Washington University in St. Louis and a Ph.D. in economics from Stanford University.
Jeffrey Gundlach is CEO and CIO of DoubleLine. He is recognized as an expert in bond and fixed-income investments. Gundlach's investment strategies have been featured in such publications as the New York Times, the Financial Times, the Wall Street Journal, Barron's, Forbes and Fortune. In 2010, he was named to the SmartMoney Power 30. Gundlach holds a B.A. in mathematics and philosophy from Dartmouth College and attended Yale University as a Ph.D. candidate in mathematics.
Rob Guttschow, CFA, is a senior portfolio manager and co-head of the Alternatives Investment team at First Trust Advisors. He has more than 20 years of investment experience managing a variety of strategies including equity, fixed income, commodities and derivative-based strategies. Guttschow received his B.S. in materials engineering and an MBA from the University of Illinois at Champaign/Urbana. He is a member of the CFA Institute and the CFA Society of Chicago.
David Heck, CIMA, AIF, is COO and senior director of consulting and planning at Heck Capital Advisors. He is the lead portfolio manager for the Diversified Investment styles and Strategic Index, as well as being primarily responsible for researching and monitoring the Heck Capital Advisors Institutional and Consulting programs. Heck passed the Series 65, Uniform Investment Adviser Law Examination, and has passed numerous other securities examinations. He graduated from Indiana University with a B.S. in public affairs.
Ken Heck is CFO and senior director of portfolio management at Heck Capital Advisors. His experience includes over 20 years of leadership in the portfolio management structure for Heck Capital as well as research and portfolio construction. Heck passed the examinations necessary to become registered as an investment adviser representative, and has passed numerous additional securities examinations. He received his B.S. in economics from Indiana University.
Marten Hoekstra joined Emerging Global Advisors in 2011. Previously, he worked 26 years at UBS and a predecessor firm, PaineWebber, where he last served as CEO of UBS Wealth Management Americas and a member of the Group Executive Board.
Matt Hougan is executive vice president, global head of content for ETF.com. In this position, he oversees the company's editorial efforts, including serving as Editor-in-Chief of the ETF Report and senior editor of the Journal of Indexes. Widely quoted in the financial media, Hougan is a member of the Wall Street Journal's "The Experts" panel on Wealth Management, and a founding member of CNBC's ETF Advisory Council. He graduated from Bowdoin College in 1998 with a degree in philosophy.
John Hyland, CIMA, is director, head of ETF Investment Strategists, at BlackRock’s iShares. He is responsible for developing and executing on BlackRock’s strategy for this fast-growing space, as well as managing the senior client coverage and relationships across this business. Hyland earned a B.S. in Business at Miami University and an MBA in finance at the Goizueta Business School at Emory University.
Orhan Imer is a portfolio manager with Columbia Management Investment Advisers' Fixed Income and Global Asset Allocation teams, and leads the Inflation, Liability-Driven Investment and Fixed Income Index and ETF Solutions. In this role, he is responsible for a diverse lineup of mutual fund, ETF and institutional strategies, including U.S. & global inflation-linked bonds, core bond ETFs, diversified real returns, global macro and adaptive risk allocation. Imer received his Ph.D. from the University of Illinois at Urbana-Champaign.
Ben Johnson, CFA, is global director of manager research for passive strategies at Morningstar. He is responsible for leading the company’s coverage of exchange-traded and index funds. Prior to assuming his current role in 2012, Johnson served as director of ETF research for Europe and Asia. Previously, he was a senior equity analyst, covering the agriculture and chemicals industries. Johnson holds a B.S. in economics from the University of Wisconsin.
Brad Katsuyama is CEO, president and co-founder of IEX, an equity trading marketplace. Prior to co-founding IEX, he was a 12-year employee of the Royal Bank of Canada where, as the global head of electronic sales and trading, he spearheaded the development of THOR, an award-winning product that helped clients combat predatory high-frequency trading. Katsuyama attended the School of Business and Economics at Wilfrid Laurier University in Waterloo, Ontario.
Ed Kerschner, CFA, is vice chairman at Emerging Global Advisors. He has 35 years of experience in the securities industry, including prior roles as chief investment strategist at PaineWebber and Citi Global Wealth Management. Most recently, Kerschner was a member of Morgan Stanley Smith Barney Global Investment Committee. He holds a B.S. from the New York University Graduate School of Business Administration.
Brian King is the director of listings at BATS Exchange, a U.S. equities exchange operated by BATS Global Markets, the largest stock market operator in the world. He joined BATS in January 2007 and has helped to develop several key business initiatives including the BATS Listings program that launched in the first quarter of 2012, which he also oversees. King graduated from Florida State University and spent much of the early part of his career managing assets through a company he founded, Fortress Financial.
Lynne Kinney, CIMA, is a principal at CKW Financial Group. She has more than 20 years' experience in the financial industry, with clientele in Taft-Hartley plans, private foundations, nonprofit organizations, endowments and corporate pension plans. Prior to CKW, Kinney was a senior vice president and institutional consultant with Merrill Lynch. She holds a BBA in finance and international business from the University of Hawaii at Manoa.
David Kotok is CIO of Cumberland Advisors. His financial market commentaries appear in such publications as the New York Times, the Wall Street Journal and Barron's. Kotok also authored the best-seller "From Bear to Bull with ETFs." He holds a B.S. in economics from The Wharton School of the University of Pennsylvania, an M.S. in organizational dynamics from The School of Arts and Sciences at the University of Pennsylvania, and a master's in philosophy from the University of Pennsylvania.
Michael Kutsaya is head of portfolio implementation at Brinker Capital. In this role, he supervises a team of traders and ensures that all regulatory and internal compliance procedures are followed within the group. Previously, Kutsaya was a VP of Global Operations at Wachovia and a fixed income settlement manager at Lazard Asset Management. He earned a B.S. in accounting and finance from Drexel University. In addition, Kutsaya holds his FINRA series 7, 24 and 53 licenses.
Andrew Lapthorne joined Société Générale in London in November 2007 and heads the Quantitative Analysis team. He spent 11 years at Dresdner Kleinwort. The team runs a variety of systematic quantitative strategies, the most popular being the Global and European Quality Income Strategies. Lapthorne's team is ranked No. 1 in the last Extel survey, and he was also ranked No. 1 as individual analyst for the last six years.
Brent Leadbetter, CFA, is a relationship manager for RAFI Fundamental Index strategies. In this role, he explains the methodology to institutional and retail investors. Leadbetter also leads Research Affiliates' RIA initiative, meeting with financial advisors to educate them on the firm's research. He earned his B.A. in history from the University of Michigan and his MBA from the UCLA Anderson School of Management.
Mark Luschini is chief investment strategist for Janney Montgomery Scott, leading the Investment Strategy group. In that capacity, he establishes the firm's broad outlook regarding capital market and economic conditions, as well as developing investment strategies best suited to individual and institutional clients' goals and objectives. Luschini also establishes the firm's asset allocation models for portfolio construction and financial planning. He has over 25 years' experience in the investment industry interfacing with current and prospective clients.
Michael John Lytle is chief development officer at Source, with specific responsibility for marketing, product management and research. Previously, he worked at Morgan Stanley, with responsibility for a variety of investment banking roles stretching across corporate finance, capital markets origination, trading, sales, equity, fixed income, private wealth and technology strategy. Lytle has a B.A. in economics and government from Dartmouth College.
Thomas McKeon founded Clothier Springs to combine the superior return and risk profiles of options-based hedged investing with the well-known advantages of passive investing. The result is a suite of low-cost, transparent, rules-based, liquid alternative strategies CSCM offers in managed ETF-hedged portfolios. Previously, McKeon spent 18 years as an equity analyst and portfolio manager for a boutique manager, and 11 years as an equity and foreign currency options trader at the Philadelphia Stock Exchange.
Robert Michaud is CIO of New Frontier and co-holder of four U.S. patents in portfolio optimization and asset management. His research interests include risk models, empirical asset pricing and international finance. Michaud co-authored "Efficient Asset Management: A Practical Guide to Stock Portfolio Optimization and Asset Allocation," and research articles in refereed journals. He holds a master's in mathematics from Boston University and pursued a Ph.D. in finance from the Anderson School of Management at UCLA.
Tyler Mordy is president and co-CIO for HAHN Investment Stewards, an early and leading innovator in delivering "global macro" managed ETF portfolios. He is widely quoted and interviewed by the financial media for his global investment strategy views as well as ETF trends. Recently, ETF Report profiled Tyler as one of the "best and brightest" working in the ETF strategist industry and described him as "a money manager for the modern era."
Adam Nash is president and CEO of Wealthfront. He joined the firm from Greylock Partners, where he was an executive in residence. Nash has held a number of leadership roles at eBay, including director of eBay Express, as well as strategic and technical roles at Atlas Venture, Preview Systems and Apple. He holds a B.S. and M.S. in computer science from Stanford University as well as an MBA from Harvard Business School.
Bryan Olson, CFA, is president and CEO of Windhaven Investment Management. He leads the teams responsible for investment management and research, trading and operations, sales, client service and relationship management. Olson’s analyses of investment issues have been published in the Journal of Financial Planning and the Research Foundation of the CFA Institute, and have been cited in The Wall Street Journal, Financial Times, BusinessWeek and others. He earned his B.S. in finance from Weber State University.
Jay Pelosky is principal of J2Z Advisory, an independent global asset allocation and portfolio strategy consultancy. He advises institutional clients based on insights gained from more than 30 years of financial market experience. Pelosky's formal Wall Street career spanned 20 years and included positions on both the buy and sell side. He is a sought-after speaker and commentator on global economics and financial markets, with recent publications in both the Wall Street Journal and the Financial Times.
Bob Pisani has been a CNBC reporter since 1990, and has reported on Wall Street and the stock market from the floor of the New York Stock Exchange for over a decade. He was nominated twice for a "CableACE Award." In 2013, Pisani won third place in the National Headliner Awards in the Business and Consumer Reporting category for his "The Diamond Rush" documentary. In 2014, he was honored with a Recognition Award from the Market Technicians Association.
Jan-Carl Plagge is director, business development at STOXX Ltd. In this role, he is responsible for the development of innovative index concepts across all asset classes, for indices of STOXX Ltd., and indices of Deutsche Börse AG and SIX Swiss Exchange AG. Prior to joining STOXX Ltd, Plagge spent four years as product development manager at Deutsche Börse AG. He graduated from the University of Münster/Germany, having studied business management.
Mitch Reiner is founding partner of Wela Strategies. He drives the long-term strategy for the firm, and sits on the Investment Committee and actively advises clients. Reiner is also an investment advisor and the COO of Capital Investment Advisors, a $1 billion AUM wealth management firm. He has been a member of Wela and CIA since 2005. Reiner graduated from the Terry College of Business at the University of Georgia with a BBA in finance.
Heidi Richardson, CPM, CFA, is a global investment strategist for BlackRock, where her responsibilities include relating the Investment Strategy team's research and investment views to key institutional and financial advisor clients, as well as offering perspective on all asset classes—including equities, fixed income, alternatives and multisector approaches—to investing. She joined the firm in 2010 with 23 years of experience in active investment management. Richardson earned her B.S. degree from Bentley University.
Todd Rosenbluth is a senior director at S&P Capital IQ and director of ETF and mutual fund research in the U.S. He has been interviewed and quoted in Barron’s, Bloomberg, New York Times, Financial Advisor magazine, The Wall Street Journal and USA Today, as well as on Ignites.com and Smartmoney.com, and has appeared on Bloomberg and CNBC. Rosenbluth received a B.G.S in finance from the University of Michigan and an MBA from New York University.
Karl Rove was senior advisor to President George W. Bush from 2000-2007 and deputy chief of staff from 2004-2007. At the White House, he oversaw the Offices of Strategic Initiatives, Political Affairs, Public Liaison and Intergovernmental Affairs, and was deputy chief of staff for policy, coordinating the White House policy-making process. He is also a Fox News contributor, and serves on the University of Texas Chancellor's Council Executive Committee.
Stephen Sachs joined ProShares in 2011 as head of capital markets and served as portfolio manager for the 2013 launches of ProShares' hedged fixed-income ETFs. He is often quoted in Barron's and The Wall Street Journal, and appears on CNBC, Bloomberg TV and Fox Business News. Sachs received his bachelor's degree in finance from Franklin University and studied international relations and economics at The Ohio State University.
Massimo Santicchia is co-founder and CIO of Crest Investment Partners. He also acts as the CIO for Cypress Capital Group and Cypress Trust Company. Santicchia directs the investment strategy as well as develops and manages quantitative equity portfolios. He earned an undergraduate degree in economics and political sciences from the University of Perugia, Italy, an MBA from Alliant University, San Diego, and an M.S. in investment management from Pace University, New York.
Jerome Schneider is a managing director in PIMCO's Newport Beach office and head of the short-term and funding desk. He has 19 years of investment experience and holds an undergraduate degree in economics and international relations from the University of Pennsylvania and an MBA from the Stern School of Business at New York University.
Scott Silverman, CIMA, is responsible for all distribution and client retention activities within Innealta Capital's Intermediary Distribution group. In addition, he has been instrumental in helping guide the strategic direction of the firm by building and helping acquire new products or strategies that are currently being offered through Innealta's distribution relationships. Silverman brings nearly 15 years of financial experience to Innealta Capital. He earned a bachelor's degree in business and public administration from the University of Arizona.
Phil Simms completed a 15-year NFL career with the New York Giants, highlighted by winning the Super Bowl XXI MVP. He now serves as the lead analyst for CBS Television Network's NFL coverage. Since 2008, Simms has co-hosted Inside the NFL on Showtime. He also co-authored the best-selling "Sunday Morning Quarterback." During a stellar playing career, Simms led the New York Giants to two Super Bowl titles and was named Super Bowl XXI's MVP.
Paul Simon, CIMC, is CIO for the Tactical Allocation Group. His primary responsibility includes directing the implementation of TAG's investment policies and programs which include directing bottom quantitative and technical research; establishing reporting systems to monitor use of TAG's investment programs; and monitoring and supervising the management of TAG's portfolios. Simon earned a B.S. in corporate finance from Wayne State University and is a member of the Investment Management Consultants Association.
Nicholas Smithie, CFA, is chief investment strategist for Emerging Global Advisors, where he is responsible for the firm's emerging market investment strategy. His team provides insight for use in investment implementation, product development, portfolio management and client engagement. He is a graduate of Brasenose College at Oxford University, holding a master of arts in jurisprudence.
Ted Stover is managing director, research and analytics for FTSE Americas. He is responsible for the development of new and custom products for the firm, and provides in-depth product support to internal sales staff and clients. Stover has more than 30 years of experience in quantitative research and analytics. He earned his B.S. and M.S. degrees from The Wharton School, University of Pennsylvania.
Michael Vogelzang, CFA, has managed Boston Advisors since 1997. As president and CIO, he is responsible for overseeing the firm's equity, fixed-income and alternative investment activities and general business practices. Vogelzang also chairs the independent Board of Directors and is a member of the Boston Security Analyst Society. He earned his B.A. in economics and political science from Calvin College in Grand Rapids, Michigan.
Meredith Whitney is managing partner and founder of Kenbelle Capital, a long/short U.S. equity fund launched in November 2013. In 2007, she made one of the most controversial and highly publicized calls in Wall Street. In 2013, Whitney published her first book, "Fate of the States," wherein she delivers a sobering vision of America's future if current gaps between economic classes continue to widen. Bloomberg has called her the "Oracle of Wall Street."
Tyler Winklevoss is a principal of Winklevoss Capital, a family office investing in varied asset classes, emphasizing providing seed funding and infrastructure to early-stage startups. Winklevoss has been an angel investor and entrepreneur in emerging technologies since 2003. Together with his brother Cameron, he represented the U.S. at the 2008 Olympic Games in Beijing. He received his B.A. in economics from Harvard University and his MBA from the Saïd Business School at the University of Oxford.
Cameron Winklevoss is a principal of Winklevoss Capital, a family office investing in varied asset classes, emphasizing providing seed funding and infrastructure to early-stage startups. Winklevoss has been an angel investor and entrepreneur in emerging technologies since 2003. Together with his brother Tyler, he represented the U.S. at the 2008 Olympic Games in Beijing. He received his B.A. in economics from Harvard University and his MBA from the Saïd Business School at the University of Oxford.
Catherine Wood founded ARK Investment Management in January 2014, after having completed 12 years at AllianceBernstein. At AllianceBernstein, she was CIO of Global Thematic Strategies, with $5 billion in assets under management and superior long-term investment returns. She joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded and, in 2000, acquired $800 million assets under management. Wood received her B.S., summa cum laude, in finance and economics from the University of Southern California.