DEBORAH FUHR - Managing Partner & Co-Founder – ETFGI
Deborah Fuhr is the managing partner and co-founder of ETFGI, an independent research and consultancy firm launched in 2012 in London offering a number of research subscription services. Previously, she served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors from 2008 – 2011.
Rolf Agather is managing director of North America research for global index provider FTSE Russell, part of the London Stock Exchange Group (LSEG). Rolf joined LSEG in 2014 when it acquired Russell Investments. In his new role with FTSE Russell, Rolf is responsible for leading the team that creates new index concepts and publishes compelling research on capital markets, indexation and investment management.
Previously, Rolf was the managing director of research and innovation for the Russell Indexes division of Russell Investments. Rolf was instrumental in the creation of the Russell Global Indexes in 2007 and he continues to lead research and innovation in the growing field of index investing, including the development of the Russell Stability Index family and the Russell High Efficiency Factor Indexes. Rolf has been involved with the Russell Indexes in a number of roles during his career at Russell. He served as product manager from 1993 to 1995 and was the manager of the Russell index operations group from 1989 to 1991.
Prior to joining Russell, Rolf was vice president and director of the portfolio products business at FactSet Research systems in Greenwich, Connecticut. He was responsible for the development of FactSet’s entire suite of portfolio management products, including the portfolio analysis and SPAR (style, performance, and risk) application.
Ben Blaisdell is Managing Director, Investment Oversight & Analytics Executive, within the Chief Investment Office at Bank of America. In this role, Ben is responsible for systematic review of both internally and externally covered investment offerings including mutual funds, separately managed accounts (SMA’s), and exchange traded funds (ETF’s). This includes the creation of various models, tools and analytical techniques to better understand the behavior, style, performance, and value add of the CIO’s approved investments. Ben has taken on key responsibilities in the build out of the CIO’s technology and information infrastructure, and is a voting member and key contributor on multiple committees and working groups within Bank of America, Merrill Lynch and U.S. Trust including the firms overall Due Diligence committee.
Ben joined Bank of America in 2005 and has been a member of the investment community since 1997. Most recently he was in charge of the third party offerings at U.S. Trust where he shared both platform and oversight responsibilities. His prior experience includes serving as an investment analyst at Commonwealth Financial, where he was responsible for conducting portfolio reviews, investment manager due diligence and suggesting alternative investments to financial advisors. In this role, he performed competitive analysis on various managers versus their peer groups and benchmarks and helped maintain asset allocation models. He also worked at Morgan Stanley as a financial advisor on a high-net-worth client management team, where he was responsible for advising individuals and corporate executives on investment strategy guidelines, risk management, asset allocation, and estate and financial planning.
Ben graduated from Boston University with a bachelor’s degree in Finance.
He holds the Chartered Financial Analyst® (CFA) and Chartered Alternative Investment Analyst (CAIA) designations and is a member of the Boston Security Analysts Society.
With 20+ years of experience in the investment industry, Doug assists financial advisors in developing investment strategies that focus on their client's needs. Doug currently oversees the management of $2 billion in discretionary assets.
Travis is CEO and Partner of ROBO Global. A veteran of the finance and wealth management industry, Travis is responsible for managing daily operations and executing the firm’s business strategy.
Prior to joining ROBO Global in March 2014, Travis served as managing director at Smith Group Asset Management in Dallas, where he created and led the firm’s Private Client Group. Before joining Smith Group, Travis served as Chief Operating Officer and Director of Business Development at Dallas-based hedge-fund Discovery Management. Earlier in his career, Travis was the Director of Investor Relations at Triton Energy and worked as an analyst at Bank of America.
SALVATORE BRUNO - CIO AND MANAGING DIRECTOR - IndexIQ
Sal Bruno’s primary responsibility is developing and maintaining the firm’s investment strategies. Bruno joined IndexIQ in 2007 from Deutsche Asset Management (DeAM), where he held a number of senior positions. Most recently at DeAM, he was a director and portfolio manager for a U.S. large cap core equity mutual fund.
Robbie Cannon is the President and CEO of Horizon Investments, LLC, which specializes in active asset allocation, risk mitigation and retirement income. During his tenure, which began in 1999, Horizon has grown from a small retail RIA firm to a multi-billion dollar third-party investment management group with a national footprint of independent broker dealers and institutional clients. His career in finance began in 1994, and has encompassed various aspects of portfolio management including asset allocation, equity analysis and risk management. He graduated from Furman University and lives in Charlotte, NC. Mr. Cannon is a national speaker on topics from asset allocation and risk management to market dynamics.
MARGUERITA CHENG, CFP® - CEO & CO-FOUNDER - Blue Ocean Global Wealth
Prior to co-founding Blue Ocean Global Wealth, Marguerita Cheng, CFP, CRPC, RICP, CDFA, was a financial advisor at Ameriprise Financial and an analyst/editor at Towa Securities in Tokyo, Japan. As a CFP Board ambassador, she helps educate the public, policy makers and media about the benefits of competent, ethical financial planning. She also serves as a Women’s
Initiative advocate for CFP Board.
CARL CHOY - PRINCIPAL - CKW Financial Group
Carl Choy is one of three Principals of CKW Financial Group. Mr. Choy served as Associate Faculty at the University of Pennsylvania’s Wharton School for IMCA’s CIMA certification for manager selection and due diligence. Mr. Choy also acted as Faculty for the College for Financial Planning CFP program. As a Regional ESOP Specialist, Senior Institutional Consultant, and Senior Portfolio Manager for Morgan Stanley and Merrill Lynch, CKW Financial Group is growing a traditional wealth advisory business in Honolulu, Hawaii. The firm provides a Globally Balanced ETF Hybrid Portfolio which represents its Investment Consulting asset allocation for clients. CKW is a FT300 firm and ranked by Morningstar. CKW is included in Morningstar’s ETF Portfolio Landscape in Global Balanced Hybrid Broad Market. CKW’s Global Balanced Portfolio is available through Envestnet’s FSP (Fund Strategist Portfolio), Fidelity’s SAN (Separate Account Network), and the Cetera platform. CKW claims compliance with GIPS and has an independently verified track record from 2003. CKW believes asset allocation can beat benchmarks over time, net of fees. CKW’s 65/35 core provides a solid base of mutual understanding in which to teach the risk and expected returns of a globally diversified portfolio.
STEPHEN CUCCHIARO - PRESIDENT AND CHIEF INVESTMENT OFFICER - 3EDGE
Stephen Cucchiaro has been managing investment portfolios since 1994 and is considered a pioneer in the field of ETF asset management. Cucchiaro founded Windward Investment, which continued as Windhaven Investment Management after its acquisition by Charles Schwab in 2010. He is a regularly sought after speaker for his views on global capital markets.
JOHN DAVI - FOUNDER | CIO - Astoria Portfolio Advisors
John Davi has 19 years of experience spanning across Macro ETF Strategy, Quantitative Research & Equity Derivatives. John spent 8 years as the Head of Morgan Stanley’s Institutional ETF Content where he advised many of the world's leading investment management firms in quantitative ETF portfolio construction and implementation. John spent 10 years at Merrill Lynch as an Equity Derivatives & Quantitative Strategist. In 2017, John founded Astoria Portfolio Advisors, an investment management firm that specializes in Quantitatively driven and Cross Asset ETF portfolio management. Astoria’s competitive edge is our research, our deep portfolio construction background and our ETF product expertise.
LORRAINE ELL - CEO/SENIOR FINANCIAL ADVISOR - Better Money Decisions
As co-owner of B$D, Lorraine Ell is excited to continue her long career as an investment professional. Solving challenging financial problems for clients is Ell’s most important role. Her international experiences, from teaching in Saudi Arabia to co-founding a marketing company in Budapest, Hungary, gives her a unique perspective in creating a better financial services firm guiding clients from multiple cultures to financial wellness for life.
JANET FLANDERS JOHNSTON - PORTFOLIO MANAGER - TrimTabs Asset Management
Janet Flanders Johnston, CFA, is a Portfolio Manager at TrimTabs Asset Management, responsible for the day-to-day management of the firm’s two ETFS: TrimTabs All-Cap US Free Cash Flow (TTAC) and the TrimTabs All Cap International Free-Cash-Flow ETF (TTAI). Ms. Johnston joined TrimTabs as Portfolio Manager in May 2017. Prior to joining TrimTabs, Ms. Johnston was managing her family’s premier timber and hunting business from 2015. In addition, Ms. Johnston was an ETF Advisor from 2012 to 2015 and a Managing Partner from 2011 to 2012 at Madrona Partners, Inc. She was a Senior Portfolio Manager and Senior Vice President for Avatar Associates from 2010 to 2011. Earlier in her career, Ms. Johnston was on the investment team where legendary investor, Martin Zweig, was Director of Research and Chairman of the Investment Committee. Ms. Johnston holds a B.S. in Agricultural Economics from the University of Georgia and is a CFA charter holder.
YANN FURIC - PORTFOLIO MANAGER, ASSET ALLOCATION & ALTERNATIVE STRATEGIES - Professionals’ Financial
Yann Furic, CFA, is Portfolio Manager at Financière des Professionnels in charge of Asset Allocation and Alternative Strategies. Yann join Financière des Professionnels in 2016 after spending more than 15 years at Caisse de Dépot et Placement du Québec in different roles the latest, being a Portfolio Manager in the Absolute Return Equity Market team.
BRIAN GIERE - DIRECTOR - Amplify ETFs
Brian is responsible for the national accounts and marketing initiatives at Amplify ETFs. Brian’s experience in ETFs spans across many different areas, including sales, business development, marketing, and as an investment advisor creating ETF models for clients. Prior to Amplify, Brian was an investment advisor with Promus Capital, a multi-family office in Chicago. Prior to joining Promus, Brian was Senior Vice President of National Accounts at Claymore Securities (now Guggenheim Investments). His experience in ETFs dates back to 2006 where he helped launch the initial suite of ETFs for Claymore Securities. Brian has also held positions at First Trust Portfolios and USA Financial. Brian earned his B.A. from Hope College (Holland, MI), and has held FINRA Series 7, 24, and 65 licenses.
JACK GILLIGAN - CFA, DIRECTOR OF RESEARCH - ClearRock Capital
Jack is ClearRock Capital’s Director of Research and is based in Ketchum, ID. Jack manages all aspects of the ClearRock research process, including portfolio construction, risk analysis, and implementation of ClearRock’s global asset allocation strategies. He is a voting member of the ClearRock investment committee and oversees the firm’s trading operations. Jack began his career in US equities institutional research sales at Goldman Sachs & Co. in Chicago. Prior to joining ClearRock, Jack consulted as a Financial Analyst for a Midwest energy distribution company, where he focused on M&A, due diligence and capital raising. He earned a Bachelor of Arts in Economics from Colgate University and was captain of the varsity swim team. Jack volunteers for Higher Ground Sun Valley and as a ski coach for the Sun Valley Freeride Team.
ZANEILIA HARRIS - PRESIDENT - Harris & Harris Wealth Management Group
Zaneilia Harris is President of Harris & Harris Wealth Management Group, LLC. Her passion is working with executive and professional women who are going through major life transitions, such as marriage, divorce, and widowhood, and need financial guidance to achieve their personal goals. Because of her passion, she is re-launching her teleconference series, Heels of Success. She wants to share positive money stories to combat the negativity in the media around women and their finances. Zaneilia is a shoe lover, appreciates quality, and recognizes the power of words and compound interest. She’s the author of the book, Finance ‘n Stilettos – Money Matters for the Well-Heeled Woman, member of the CNBC Financial Advisor Council, a financial educator, blogger, and CERTIFIED FINANCIAL PLANNER™ who is passionate about finances and sharing her expertise with other women so they can become financially savvy. Connections and relationships are very important, that’s why she enjoys getting to know and understand her clients and spending time with family and friends. That’s why she celebrates who she is – a wife, mother, experience professional and entrepreneur – because it helps her connect to the needs, hopes and expectations of her clients.
She brings a wealth of knowledge gained from her more than 20 years of experience in the financial and accounting industry. Her expertise has been featured in prominent publications and media outlets such as the Wall Street Journal, CNBC, US News & World Report, Forbes, Today Money, Women’s Day, Essence, Black Enterprise, Women’s Wear Daily, and PBS. She resides in a Maryland suburb just outside of Washington, DC, with her husband and daughter.
JAY HATFIELD - CO-FOUNDER, CEO & PORTFOLIO MANAGER - Infrastructure Capital Advisors, LLC
Jay Hatfield is the portfolio manager of InfraCap MLP ETF (NYSE: AMZA), InfraCap REIT Preferred ETF (NYSE: PFFR), Virtus InfraCap U.S. Preferred Stock ETF (NYSE: PFFA), and a series of hedge funds. He leads the investment team and directs the company’s business development.
WILLIAM HOYT, CFA - HEAD OF RESEARCH AND PORTFOLIO MANAGEMENT SYSTEMATIC STRATEGIES - Hartford Funds.
Bill Hoyt is responsible for leading the systematic strategy investment team for Hartford Funds. He oversees the management of the company’s ETFs and separately managed accounts. In this role, Bill has responsibility for the management, implementation, and development of Hartford Funds’ systematic multi-asset and single-asset investment strategies. In addition, he directs the development and maintenance of the equity modeling platform, the portfolio analytics capabilities, and quant-servicing infrastructure.
Bill has more than 24 years of experience in the industry. Prior to joining Hartford Funds, he was head of quantitative equities at Fidelity Investments. Bill holds the Chartered Financial Analyst (CFA®) designation.
Originally from Madison, Wisconsin, Bill attended the University of Wisconsin where he received a master’s degree in finance and investing, and a bachelor’s degree in economics. He currently lives in San Francisco, California, with his wife, Qi Zeng.
SAM G. HUSZCZO - CFA®, CFP®, OWNER - SGH Wealth Management
Sam Huszczo founded SGH Wealth Management, LLC in 2005 and subsequently registered the firm as a Registered Investment Adviser in 2016. Mr. Huszczo, has been an active investor since 2004 and earned the Certified Financial Planner designation in 2005 & the Chartered Financial Analyst (CFA) designation in 2009.
In being very active in the Detroit community, Sam Huszczo, CFA has been involved in many community organizations, including The CFA Society of Detroit, a local financial analyst society, where he served as President in 2016. He was elected to Leadership Detroit Class 28, board member of the University of Michigan Alumni Association of Greater Detroit, board member of the Wayne State SMIF and has been quoted several times in the Detroit Free Press, TheStreet.com, Yahoo Finance, US News & World Report, Financial Advisor Magazine, & DBusiness.
He was also selected as one of the Detroit Business Journals's 2016 30 in their Thirties honorees, a 2017 featured presenter for the Detroit Economic Club, and recently honored as the 2017 CFA Institute North American Volunteer of the Year. As a regional CFA Institute Ethics Ambassador, Mr Huszczo has given lectures at: University of Michigan - Stephen Ross, Eastern Michigan University, Oakland University, University of Detroit Mercy, Wayne State University, MAPERs, and the Detroit Economic Club.
JAY JACOBS - DIRECTOR OF RESEARCH - Global X Funds
Having joined Global X in 2013, Jay leads the firm’s research team, which originates the firm’s unique insights on the markets and ETFs. He also guides the planning and development of the firm’s strategic direction. Jay is a frequently cited expert in the financial media, including CNBC, Bloomberg, and The Wall Street Journal.
Prior to joining Global X, Jay was a business analyst at the New York Stock Exchange (NYSE), in the ETF and Indexing Group, where he helped to launch hundreds of ETFs on the NYSE Arca trading platform.
Jay holds a bachelor’s degree from Emory University in International Studies and is a CFA charterholder.
He can be followed on Twitter @JayJacobsCFA
BRAM KAPLAN - EXECUTIVE DIRECTOR, QUANTITATIVE & DERIVATIVES STRATEGY - J.P.Morgan
Bram Kaplan is an Executive Director in J.P.Morgan’s Global Quantitative and Derivatives Strategy team, covering ETFs, derivatives, and systematic investment strategies. His team has held the #1 ranking for Equity-Linked Strategies in the US Institutional Investor poll for the past 6 years. Bram authors the widely-read J.P.Morgan Global ETF Handbook, and produces in-depth reports, trade ideas, analytic tools and educational materials on derivatives for clients. Prior to his current role, he worked as an equity derivatives research analyst at Bank of America Merrill Lynch, and as a pension actuary at a global HR consulting firm. Bram holds a Masters in Financial Engineering from the University of California Berkeley-Haas School of Business, and is a CFA charterholder and a Fellow of the Society of Actuaries.
LUKE KING - MANAGING DIRECTOR - Main Management
Luke King joined Main Management in August of 2011 and serves as Managing Director focusing on trading and business development. He grew up in Grover Beach, California and received a Bachelor of Arts degree from the California Polytechnic State University, San Luis Obispo college of Business. While in school he worked in sales support at REC Solar. Prior to joining Main Management he worked in the assurance department at BDO Seidman, LLP and on the trading desk of BTIG, LLC.
DODD KITTSLEY - DIRECTOR - Davis Advisors
Dodd Kittsley is Director of ETF Strategy at Davis Advisors. Previously, he led ETF Strategy (Deutsche), Global ETP Research (BlackRock) and Due Diligence (iShares). Dodd also held research positions at SSgA and Morgan Stanley. Dodd earned a B.A. (Hamilton) and a Master’s (Houston) and has the Chartered Financial Analyst (CFA®) designation.
RICHARD KOERNER, CIMA® - SENIOR VICE PRESIDENT, SECTOR | ETF INVESTMENTS SALES MANAGER - Fidelity Institutional Asset Management
Rich Koerner is senior vice president, sector & ETF sales manager at Fidelity Institutional Asset Management® (FIAM®), Fidelity Investments’ distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors. Mr. Koerner leads Fidelity’s ETF business development team and the product specialist team for sectors and ETFs. These teams collaborate with Fidelity’s investment management, product development, relationship management and distribution teams to educate advisors and their clients that are seeking to increase sales, retain assets, and identify opportunities to build long-term relationships. Prior to assuming his current position, Mr. Koerner was a senior vice president in FIAM’s Wealth Advisor Services group. Before returning to Fidelity in 2010, he served as the national sales manager at State Street Global Advisors (SSgA), where he was responsible for managing the regional consultant team. In this role, Mr. Koerner and his team worked with financial advisors in the national and regional broker-dealer channel representing ETFs, mutual funds, and separate accounts. Previously, Mr. Koerner was a vice president at Delaware Investments, where he presented and distributed separate accounts strategies, mutual funds, and 401(k) plans to financial consultants in the wirehouse and regional broker-dealer channels. From 1996 to 1998 Mr. Koerner worked with corporate and insurance clients in Fidelity’s Cash and Liquidity Management team. He has been in the financial industry since 1992. Mr. Koerner earned his bachelor of science degree in industrial management from Carnegie Mellon University. He is also a Certified Investment Management Analyst (CIMA), a Chartered Mutual Fund Counselor (CMFC) charterholder, and holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 63 registrations.
RICK LAKE - CO-FOUNDER & CO-CHAIRMAN - Lake Partners
Rick Lake is co-chairman of Lake Partners. As a pioneer in liquid alternatives, the firm launched its LASSO Long and Short Strategic Opportunities portfolio of alternative mutual funds nearly 20 years ago. As an innovator in liquid alternatives, the firm launched the LASSO “Spectrum” Alternative ETF Portfolio in 2017. With over 35 years of investment experience, Lake serves as portfolio manager of both strategies.
BENJAMIN LAVINE - CHIEF INVESTMENT OFFICER - 3D Asset Management
Benjamin M. Lavine, Chief Investment Officer at 3D Asset Management, is an investment professional with 20 years of experience in asset management and institutional consulting. Ben oversees investment strategy and research for 3D's ETF managed portfolios. Ben brings a versatile investment background and knowledge set having served as a portfolio manager on the developed markets equity team at Batterymarch Financial Management and as a vice president in the Funds Management Division at Wilshire Associates. Prior to joining 3D, Ben ran his own consulting practice providing advisory services to buy-side and sell-side firms. Ben received his MBA from UCLA’s Anderson School of Management and holds the CFA and CAIA designations.
WES MATHEWS, CFA - DIRECTOR-PORTFOLIO SOLUTIONS - Milliman, Sub Advisor for DeltaShares
Wes is the Director of Portfolio Solutions as part of the Business Development group within Milliman Financial Risk Management. This group works with financial institutions and corporations on financial and capital markets risk management. Wes partners with portfolio managers, broker/dealers, model strategists and other asset managers to help determine how Milliman’s various Managed Risk Strategies can be used most effectively in investment portfolios. EXPERIENCE Prior to joining Milliman, Wes worked in fixed income portfolio management and institutional bond sales for financial institutions, primarily focusing on banks and credit unions. Before that he was a US Treasuries and Eurodollar futures trader for a proprietary trading group.
RYAN O’CARROLL, CIMA® - ETF SPECIALIST - OppenheimerFunds, Inc.
Ryan O’Carroll is an Oppe nheimerFunds ETF Specialist for the High Net Worth, Private Bank and Institutional channels in the West Coast region. As part of the firm’s Beta Solutions team, he is responsible for developing effective and consultative solutions for investment professionals and their clients, while providing expertise in the OppenheimerFunds suite of smart beta ETFs.
OppenheimerFunds’ Beta Solutions offer innovative ways to capture the returns available from broad markets. These strategies provide alternatives to the purely passive approaches that merely replicate traditional, market-cap weighted indices. Beta Solutions aims to source, manage and package various forms of beta to build investment solutions that are rules-based and systematic, and whose merits are based on credible, demonstrable evidence.
Ryan joined the firm from Fidelity Investments, where he was a Vice President. Previously, he was a Managing Director at Good Harbor Financial, and prior to that, was an External Wholesaler at BlackRock, covering ETFs for Merrill Lynch. Ryan began his career as a Financial Advisor at Merrill Lynch. Ryan received a B.S. in Marketing from The College of New Jersey and is a Certified Investment Management Analyst (CIMA®).
JAY PELOSKY - CIO & CO-FOUNDER - TPW Investment Management
Jay has 32 years of buy and sell side investment experience in close to 50 countries around the globe. For the past 15 years he has invested his personal capital in an ETF based, global multi asset investment process. In 2011 he launched Pelosky Global Strategies (PGS), an investment advisory boutique advising Institutions, Hedge Funds and RIAs on portfolio strategy and asset allocation. Prior to PGS he was a Morgan Stanley Strategist & MD. At Morgan Stanley Asset Management, he launched single country and regional funds and served as PM. As a Morgan Stanley sell side strategist, he created the Firm’s Global Asset Allocation, Global Equity & Global Emerging Markets Strategy products and was a top ranked II Strategist in multiple categories.
ALEX PIRÉ - HEAD OF CLIENT PORTFOLIO MANAGEMENT - Seeyond
Alex Piré is a Vice President of Ostrum Asset Management, U.S., LLC and Head of Client Portfolio Management for the Seeyond Division. In this role, Mr. Piré is responsible for representing Seeyond’s quantitative and factor investment strategies, supporting client relationships and serving as a thought leader on factor investing. He also serves as a resource to intermediary and institutional investors, providing insights into global equity markets and asset allocation.
Mr. Piré joined Ostrum from his most recent position as acting head of product at Jennison Associates, where he led the development and management of Jennison’s actively managed fundamental and quantitative equity strategies. Prior to joining Jennison, Mr. Pire served as a director within the Equity Investment Product division at Fidelity Investments. He began his career as a principal at State Street Global Advisors serving as Portfolio Specialist for their Equity Beta Solutions team.
Mr. Piré holds a Bachelor of Arts in economics and business administration from Boston University and is a CFA® Charterholder.
STEVEN QUINN - HEAD OF ETP DISTRIBUTION - Janus Henderson Investors
Steve Quinn is Head of ETP Distribution at Janus Henderson Investors. Mr. Quinn served as managing partner and head of distribution at VelocityShares, which Janus acquired in 2014. Prior to joining VelocityShares, he managed a team at UBS and was responsible for delivering the firm’s capabilities to some of the largest hedge funds and investment complexes in the U.S. He has worked with large asset managers in Chicago and New York, as an executive director at JP Morgan, and in portfolio management at Bankers Trust private bank. Mr. Quinn holds a bachelor of arts degree in business administration from Fordham University and an MBA from New York University. He has 23 years of financial industry experience.
WILL RHIND - FOUNDER & CEO - GraniteShares
In 2016, Will Rhind challenged himself to find a way to do things differently. As a 16-year veteran of the ETF industry with experience working at, building and running, well-established successful ETF businesses, he made a keen observation: investing just isn’t as exciting as it once was.
Will asked himself is how do you bring back that excitement? As an experienced entrepreneur, he decided to answer that question by launching his own ETF company - GraniteShares was born.
Will’s focus on disrupting the financial industry has taken GraniteShares from an idea to a successful start-up garnering the attention of Bain Capital and other well-known ETF investors who support his passion to create products that will change the way people see investing.
ED ROSENBERG - SVP – HEAD OF ETFS - American Century Investments
Ed Rosenberg is senior vice president and head of exchange traded funds for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company's New Yark office.
Before joining American Century Investments 1n 2017, Ed was a senior vice president and head of ETF capital markets and analytics at Northern Trust's FlexShares. Previously, he was director and head of capital markets and analytics at Russell Investments. Prior to that, Ed was an ETF product manager at Vanguard.
Ed holds a bachelor's degree in business administration from Muhlenberg College, and a master's degree in business administration from Pennsylvania State University.
STEVEN SCHOENFELD - FOUNDER & CIO - Bluestar Indexes
Steven Schoenfeld is the Founder and Chief Investment Officer of BlueStar Indexes. BlueStar’s BIGI® benchmark is tracked by the VanEck Vectors Israel ETF (ISRA®), and its BIGITech® is tracked by the BlueStar Israel Technology ETF (ITEQ®). Nine Israeli-listed index products also track the BlueStar Indexes. Steven edited Active Index Investing and co-founded ETF.com.
JUSTIN SIBEARS - MANAGING DIRECTOR - Newfound Research
Justin Sibears is a Managing Director in Newfound’s Investment Strategies group, where he is responsible for the ongoing research and development of new intellectual property and strategies. Justin serves as a Portfolio Manager for Newfound’s direct offerings. Justin is critical in developing new business and client relationships. Prior to Newfound, Justin worked for J.P. Morgan and Deutsche Bank. At J.P. Morgan, he structured and syndicated ABS transactions while also managing risk on a proprietary ABS portfolio. At Deutsche Bank, Justin spent time on the event‐driven, high‐yield debt, and mortgage derivative trading desks. Justin holds a Master of Science in Computational Finance and a Master of Business Administration from Carnegie Mellon University as a well as a BBA in Mathematics and Finance from the University of Notre Dame.
Mansi has over 12 years of experience in portfolio management and trading. Prior to qplum, Mansi was a Portfolio Manager at Brevan Howard, where she managed $100 million in global macro strategies. Prior to that, she has held several trading roles at different sell-side banks such as Bank of America, Merrill Lynch and Wachovia.
Mansi has a Masters degree in Computer Science from the University of Pennsylvania, and a Bachelors of Engineering in Computer Science from MJP Rohilkhand University in India.
JOE SMITH - SENIOR MARKET STRATEGIST - CLS Investments
Joe Smith specializes in quantitative research, risk management, and ETF due diligence. He serves as Senior Market Strategist for the CLS AdvisorOne International Equity Fund, CLS’s Thematic Growth Strategy, and CLS’s Core Plus ETF Strategy. Prior to joining CLS in 2015, Mr. Smith worked at Russell Investments where he served as an Analyst responsible for asset allocation research, portfolio construction, optimization design, and risk management research. He later joined Russell ETFs as Manager of ETF Product Development and Research, a role in which he developed quantitative indexing strategies implemented as ETFs. Mr. Smith also worked for Charles Schwab Investment Management as a Senior Product Specialist supporting product management activities for the Schwab ETFs fund family. In addition, he worked for CLS during the summer of 2014 as an Investment Analyst.
Mr. Smith received his Bachelor of Science degree in Economics from the University of Washington. He later received his Master of Business Administration from the Tepper School of Business at Carnegie Mellon University.
Mr. Smith holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of San Francisco, Pittsburgh, and Nebraska. He is also a member of the Society of Quantitative Analysts and the Quantitative Work Alliance for Applied Finance, Education and Wisdom.
PERTH TOLLE - FOUNDER - Life + Liberty Indexes
Perth Tolle is the founder of Life + Liberty Indexes. Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in CA and TX. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Through her China experience she gained a high level of conviction regarding the impact of sound governance, individual freedoms, and rule of law on economic growth and innovation.
Perth is a frequent speaker at investment industry events and provides commentary to various financial media. She is a member of Women in ETFs.
Perth is a graduate of Trinity University with a Bachelor of Science in finance and marketing.
LINDA ZHANG - CEO - Purview Investments
Linda H Zhang, Ph.D, is the CEO and founder of Purview Investments, an independent investment firm and a registered investment advisor, offering actively managed ETF solutions, specializing in global investing and impact investing. The firm collaborates with RIAs, family offices and institutional asset owners on product distribution and solution designs. Linda developed extensive expertise in building ETF managed solutions, ETF research and execution, macro investing, ESG investing, quantitative research and portfolio management. Prior to Purview, she led the investment team at Windhaven, a leading ETF solution firm. Previously, Linda spent many years as a portfolio manager at large institutional asset management companies, including Blackrock, State Street Research, MFS and Baring Asset Management. Linda is a recipient of Top Women in Asset Management Awards 2015 by Money Management Executives. She is a co-founder and a board member of Women in ETFs. She has published in finance journals and made frequent contributions to business media such as Bloomberg News, Bloomberg TV, FT, ETF.com and at industry conferences. She received her B.A. from University of Regina, Canada, a Master's degree in Applied Economics and a Ph.D in Finance from University of Massachusetts at Amherst. She lives with her family in Manhattan, New York City.