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Meet the Speakers                                                           

The Symposium speakers will provide you with actionable insight into the latest trends in investment management and strategies on how to overcome common challenges. 

John Adam

John Adam

Head of Portfolio Management & Trading Strategy
FactSet

John Adam

John Adam

Head of Portfolio Management & Trading Strategy
FactSet

John Adam Adam is a Senior Vice President and Global Director of Portfolio Management and Trading Solutions at FactSet. Prior to this role, he served as the Global Head of Product Strategy at Portware LLC, a FactSet Company.

John has over 20 years of experience in financial services technology. Before joining Portware, he held various roles at Liquidnet, including Director of Product Management and Director of Corporate Strategy. He also held product and sales engineering roles at NEON, Sybase, and Slam Dunk Networks.

John holds a B.A. in International Relations from the Maxwell School at Syracuse University.

Bobby Barnes Photo

Bobby Barnes

Quantitative Analyst
Fidelity Investments

Bobby Barnes Photo

Bobby Barnes

Quantitative Analyst
Fidelity Investments

Bobby Barnes is a quantitative analyst in the Equity division at Fidelity Investments. 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.

In this role, Bobby conducts alpha research to generate stock ideas. Additionally, he is responsible for advising portfolio managers on portfolio construction techniques to manage risk.

Prior to joining Fidelity as a quantitative intern in 2008, Bobby worked as a systems engineer at Freescale Semiconductor and at NASA Ames Research Center. He has been in the financial industry since joining Fidelity full-time in 2009.

Bobby earned his bachelor of science degree, summa cum laude, in electrical engineering from North Carolina State University and his master of science degree, magna cum laude, in electrical engineering from Stanford University. Additionally, he earned his master of business administration degree from Harvard Business School.

Adrienne Bonser

Adrienne Bonser

Head of US Equity Investment Risk, Risk Management Group
Vanguard

Adrienne Bonser

Adrienne Bonser

Head of US Equity Investment Risk, Risk Management Group
Vanguard

Adrienne Bonser is a member of Vanguard’s Risk Management Group (“RMG”), and Head of US Equity Investment Risk. Prior to joining Vanguard in 2015, she was a Director in the Risk & Quantitative Group (“RQA”) at BlackRock, where she led Investment Risk for the Retail Separate Accounts business. She spent her initial years in RQA covering the US Fundamental Active Equity business, providing independent oversight, analysis, and quantitative research for US-based funds.

Prior to 2007, Adrienne advised and managed relationships across an array of financial institutions as Vice President, Senior Institutional Sales & Consulting in the New York Investment Management division of FactSet Research Systems.

Adrienne is a member of the Board of Directors, and Chair of the Risk Management Committee for Valley Youth House, a PA-based non-profit serving homeless and foster youth. She graduated from Georgetown University with a B.S. in International Economics, and from Columbia University with a Master’s degree in Statistics. She is fluent in Spanish, Portuguese, German, & Mandarin.

Sebastian Ceria

Sebastian Ceria, PhD

Founder and CEO
Axioma

Sebastian Ceria

Sebastian Ceria, PhD

Founder and CEO
Axioma

Sebastian Ceria is Chief Executive Officer of Axioma and founded the company in 1998. Prior to Axioma, Sebastian was an Associate Professor of Decision, Risk and Operations at Columbia Business School from 1993 to 1998.

Sebastian has worked extensively in the area of robust optimization and its application to portfolio management. He is the author of many articles in publications including Management Science, Mathematical Programming, Optima and Operations Research. He has co-authored numerous papers on the topic, including, “Incorporating Estimation Errors into Portfolio Selection: Robust Portfolio Construction,” published in the Journal of Asset Management, “To Optimize or Not to Optimize: Is That the Question?” published in the Oxford Handbook of Quantitative Management, and “Factor Alignment Problems and Quantitative Portfolio Management,” published in the Journal of Portfolio Management. He is a recipient of the Career Award for Operations Research from the National Science Foundation.

Sebastian completed his PhD in Operations Research at Carnegie Mellon University’s Tepper School of Business and his undergraduate degree in Applied Math at the University of Buenos Aires, Argentina.

Danilo Chiono

Danilo Chiono

Sales Manager
RepRisk

Danilo Chiono

Danilo Chiono

Sales Manager
RepRisk

Danilo Chiono is a Sales Manager at RepRisk, based at the company’s headquarters in Zurich, Switzerland. He manages a team of Sales Executives operating in four continents. RepRisk Sales team supports several of the world’s leading institutional investors in integrating ESG risk factors into quantitative investment strategies, portfolio risk monitoring, pre-investment due diligence and post investment compliance to internal norms, external commitments or international standards. Danilo’s task is to make sure that RepRisk bespoke solutions are indeed the best fit for the specific needs of RepRisk’s clients.

Prior to RepRisk, Danilo worked for almost ten years at Italy’s leading financial media group, IlSole24Ore: first in the marketing department in Milan and thereafter in charge of international Sales in London, where he came to work together with leading banks and asset managers in the roll-out of multimedia communications campaigns. Danilo also had stints in technology companies supporting financial clients in the area of customer satisfaction and marketing.

Danilo earned a bachelor’s degree in Economics & Banking from the University of Siena (Italy). He further studied Corporate Finance and Marketing at the Aarhus Business School (Denmark).

Adam Clift

Adam Clift, CIPM, PRM

Global Head of Performance and Analytics
Columbia Threadneedle Investments

Adam Clift

Adam Clift, CIPM, PRM

Global Head of Performance and Analytics
Columbia Threadneedle Investments

Adam Clift is the global head of performance measurement for Columbia Threadneedle Investments with operations offices in Boston, London, Minneapolis, Singapore, and India. He has 25 years of financial services industry experience with the majority focused on investment performance and risk analytics.

Adam has led the Performance and Analytics Team since October 2011. Former positions within Columbia Threadneedle Investments include Vice President—Investment Risk Management and Director, Performance and Analytics.

Adam graduated in 1992 with a philosophy degree from the University of Wisconsin, Eau Claire. He holds both a Professional Risk Manager (PRM) and a Certificate in Investment Performance Measurement (CIPM) designations.

Tom Davis

Tom Davis, PhD, CFA

Global Head of Derivatives Research
FactSet

Tom Davis

Tom Davis, PhD, CFA

Global Head of Derivatives Research
FactSet

Dr. Tom Davis joined FactSet in 2014 as the Global Head of Derivatives Research. In this capacity, Tom is focused on ensuring FactSet is providing the highest quality derivative analytics and growing the coverage across all asset classes. His team also conducts cutting edge research in the models and methods of quantitative finance, which will ultimately increase the speed and accuracy of FactSet analytics.

Tom has extensive experience with derivatives analytics, having worked for several of the industry’s leading providers. Previously, Tom spent four years at Numerix as Vice President of Product Management in charge of their flagship product. Prior to that Tom managed a team of quantitative analysts at FINCAD, focused on arbitrage free modeling of interest rates and foreign exchange rates to price exotic hybrid derivatives.

Tom received a Doctor of Philosophy in theoretical physics from the University of British Columbia in Vancouver, Canada. He is also a CFA charterholder.

Yuan Fang

Yuan Fang, CFA

Vice President, ETF Product Innovation
BlackRock

Yuan Fang

Yuan Fang, CFA

Vice President, ETF Product Innovation
BlackRock

Yuan Fang is a Vice President in the U.S. ETF Product Innovation team at BlackRock. In this role, Yuan leads new product research and innovation in Thematic and Sustainable ETFs. She is responsible for developing new product roadmap, researching and vetting new product ideas’ investment merit, and taking vetted ideas from idea to product.

Prior to BlackRock, Yuan worked as an Assistant Vice President, Multi Asset Analyst at Wellington Management's Global Multi-Asset Strategies Group, where she was responsible for conducting strategic and tactical asset allocation research, multi-asset client solutions, portfolio optimization and impact investing. Earlier, Yuan worked as a Senior Analyst at Merk Investments' Portfolio Management Team and was primarily focused on currency research.

Yuan earned a Master's degree in International Finance and Policy from Columbia University and a BA degree in Economics from Tongji University in Shanghai. She is CFA charterholder.

Alyx Flournoy

Alyx Flournoy, CFA

Vice President, Risk Strategist
FactSet

Alyx Flournoy

Alyx Flournoy, CFA

Vice President, Risk Strategist
FactSet

Alyx Flournoy is Vice President, Risk Strategist, for FactSet’s Analytics group. In this role, she is responsible for determining the roadmap of FactSet's risk solutions. Alyx joined FactSet in 2011 as a Consultant in San Francisco covering investment management clients across the western United States.  In 2013, she began working in FactSet’s Quantitative Analytics team where she developed technical workflow solutions for pension funds, hedge funds, institutional asset managers, and private wealth firms around quantitative research, portfolio construction, and risk management. In 2016, Alyx relocated to New York where she is now further specializing in FactSet’s multi-asset class risk and portfolio optimization solutions. 

Alyx graduated from the University of California, Berkeley with a dual Bachelor of Arts in Economics and Statistics and she is a CFA charterholder.

Dwijen Gandhi

Dwijen Gandhi

Senior Director and Head of NYSE Indices
ICE Data Services

Dwijen Gandhi

Dwijen Gandhi

Senior Director and Head of NYSE Indices
ICE Data Services

Dwijen A. Gandhi is a Senior Director and Head of NYSE Indices within the ICE Data Services division of Intercontinental Exchange (ICE).

In this role, he and his team are responsible for the index licensing and index/ETF calculation services offered to ETP issuers, index providers, and other financial firms. With over 11 years of experience in index operations, sales, and development, Dwijen brings a client-first and flexible approach to ensure that the team can meet the needs of a diverse group of companies, all with varying index ideas and methodologies. While his primary focus is on overseeing daily index operations and leading the sales and marketing of NYSE indices and index services, he also engages in various index-related business development activities spanning various parts of ICE & NYSE. Through all of this, he bridges the gap between ETP listings, ICE Futures, and ICE Data, establishing ICE/NYSE as being able to offer a comprehensive multi-asset and multi-vehicle solution for indices.

Prior to working at ICE, Dwijen worked at the American Stock Exchange within the New Product Development area and then at NYSE Euronext within the Global Index & Exchange Traded Products team. Dwijen holds a Bachelor of Arts degree from Vanderbilt University with a double major concentration in Economics and Biological Sciences, and a minor concentration in Financial Economics.

John Guerard

John Guerard

Director of Quantitative Research
McKinley Capital Management

John Guerard

John Guerard

Director of Quantitative Research
McKinley Capital Management

John B. Guerard, Jr., Ph.D. is Director of Quantitative Research at McKinley Capital Management, in Anchorage, Alaska. John has taught at the McIntire School of Commerce, the University of Virginia, Lehigh University, and Rutgers University. He also taught as an adjunct faculty member at the International University of Monaco and the University of Pennsylvania.

John previously worked with the DAIS Group at Drexel, Burnham, Lambert, Daiwa Securities Trust Company, Vantage Global Advisors, and served on the Virtual Research team at GlobeFlex Capital. He co-managed a Japanese equity portfolio with Harry Markowitz at Daiwa Securities Trust Company. While serving as Director of Quantitative Research at Vantage Global Advisors (formerly MPT Associates), he was awarded the first Moskowitz Prize for research in socially responsible investing.

John has published several monographs, including The Handbook of Portfolio Construction: Contemporary Applications of Markowitz Techniques and Portfolio Construction, Measurement, and Efficiency. John serves an Associate Editor of the Journal of Investing and The International Journal of Forecasting and has been published in many research journals.

John earned his AB in Economics from Duke University, MA in Economics from the University of Virginia, MSIM from the Georgia Institute of Technology, and Ph.D. in Finance from the University of Texas, Austin.

Links to published materials:
Active Quant: Applied Research in Emerging Markets

Earnings Forecasts and Revisions, Price Momentum, and Fundamental Data: Further Explorations of Financial Anomalies

Max Guimond CFA

Max Guimond, CFA

Solutions Designer
Insight Investment

Max Guimond CFA

Max Guimond, CFA

Solutions Designer
Insight Investment

Max Guimond is based in Insight’s New York office and works on the design and delivery of investment solutions tailored to address the specific risk and return objectives of Insight’s clients.

Max joined Insight in April 2018 as a result of the transfer of Standish’s LDI team to Insight. He initially joined Standish in 2015 as a Solutions Strategist and Derivatives Portfolio Manager. Prior to this, Max worked at Legal & General Investment Management America for three years in a similar role, where he was responsible for the development and implementation of various LDI strategies. He began his career in financial services in 2006 at Milliman as a Derivatives Trader.

Max holds a BA from Dartmouth College and also a BEng in Mechanical Engineering from the Thayer School of Engineering at Dartmouth College. He maintains a Series 3 license and is an Associated Person with the National Futures Association as well as being a CFA charterholder.

Amy Hauter

Amy Hauter, CFA

Associate Portfolio Manager
Brown Advisory

Amy Hauter

Amy Hauter, CFA

Associate Portfolio Manager
Brown Advisory

Amy Hauter is an associate portfolio manager of the Sustainable Core Fixed Income strategy and an ESG research analyst at Brown Advisory. In her role, she provides environmental, social, and governance analysis across all of Brown Advisory's fixed income investments including corporate and municipal bonds, structured products, and green labeled bonds across all sectors. Amy focuses most of her efforts on the firm’s Fixed Income Sustainability strategies and ESG integration across all investments.

Prior to joining Brown Advisory, Amy worked in the Fixed Income Client Service group at Morgan Stanley.

Amy received a B.S. in Finance and Accounting from Old Dominion University and is a CFA® charterholder.

Dan Joldzic

Dan Joldzic, CFA, FRM

Chief Executive Officer
Alexandria Technology, Inc.

Dan Joldzic

Dan Joldzic, CFA, FRM

Chief Executive Officer
Alexandria Technology, Inc.

Dan Joldzic, CFA, FRM is CEO of Alexandria Technology, Inc., an artificial intelligence company that analyzes financial news. Prior to joining Alexandria, Dan served dual roles as an equity portfolio manager and quantitative research analyst at Alliance Bernstein where he performed factor research to enhance the performance of equity portfolios.

Dan earned a degree in finance from Penn State University, is a CFA charterholder, and earned the Financial Risk Manager (FRM) designation.

Kevin Kloski

Kevin Kloski, CFA

Director of Product Management
New York Life

Kevin Kloski

Kevin Kloski, CFA

Director of Product Management
New York Life

Kevin Kloski joined New York Life Investments in 2014 and has over 15 years of experience in the financial services industry.

Kevin recently worked as a Portfolio Specialist at Voya Investment Management, serving as a subject matter expert on fundamental and quantitative equity strategies. Previously, as a Financial Consultant at Wells Fargo Advisors he was responsible for constructing investment portfolios for a client base with over $5 billion in assets. Earlier in his career he also worked as a Financial Advisor for Merrill Lynch and as a Hedge Fund Investment Analyst.

Kevin is a CFA® charterholder and is currently completing the CFP designation. He holds a MA degree in Financial Economics from Trinity College in Hartford, CT, an MBA from the University of Hartford, and a BA in Political Science from the University of Connecticut. He also studied Political Economy at the University of Hong Kong. Most notably, Kevin is an honorably discharged U.S. Army Infantry veteran.

Joshua Livnat

Joshua Livnat, PhD, CPA

Head of Research
QMA, a PGIM Company

Joshua Livnat

Joshua Livnat, PhD, CPA

Head of Research
QMA, a PGIM Company

Joshua Livnat, PhD, CPA, is a Managing Director for Quantitative Management Associates (QMA) and Head of Research. His primary research areas have included capital markets, the effects of various accounting disclosure on stock prices, market anomalies and valuation issues.

Prior to joining QMA, Joshua was on the faculty of NYU’s Leonard Stern School of Business, where he was Professor of Accounting and chairman of the department. Previously, he taught at Vanderbilt University, University of California at Berkeley, Northwestern University and Hebrew University in Jerusalem. Joshua co-authored the book Cash Flow and Security Analysis and has been published in many journals, including Journal of Accounting Research, Journal of Accounting & Economics, The Accounting Review, Journal of Finance, Journal of Portfolio Management and Financial Analysts Journal.

Joshua earned a BS in Mathematics and Statistics from Hebrew University and a PhD in Accounting from New York University.

Yin Luo

Yin Luo, CFA

Vice Chairman
Wolfe Research, LLC

Yin Luo

Yin Luo, CFA

Vice Chairman
Wolfe Research, LLC

Yin Luo joined Wolfe Research, LLC in September 2016, as a Vice Chairman to lead the coverage of quantitative research, economics, and portfolio strategy (QES). Prior to Wolfe Research, Yin was a Managing Director and Global Head of Quantitative Strategy at Deutsche Bank. Yin started at Deutsche Bank in New York in October 2009 and in seven years, he built a world class quantitative and macro research franchise. Before arriving at Deutsche Bank, he spent over 12 years in investment banking and at a management consulting firm with various roles in quantitative research, fundamental research, portfolio management, investment banking, and consulting.

Yin has been ranked #1 in Institutional Investor magazine’s II-All America equity research survey in quantitative research for the six years (2011-2016), and top ranked in the Accounting & Tax Policy and Portfolio Strategy sectors. At Deutsche Bank, Yin also led the team and achieved #1 ranking in II-Europe and II-Asia surveys. In 2016 and 2017, Yin was selected to the UPstanding’s top 100 ethnic-minority executives in the US and UK by the Financial Times.

Yin holds a Bachelor of Economics degree from Renmin University of China, a MBA in Finance from University of Windsor, and a Master of Management and Professional Accounting from University of Toronto. He is a CFA® charterholder, a U.S. CPA, a CGMA (Chartered Global Management Accountant), and a PStat (Professional Statistician). Mr. Luo is also an Adjunct Professor of Finance at Renmin University of China.
Matt Lyberg

Matthew Lyberg, CFA, CIPM

Director of Performance Attribution
Acadian Asset Management

Matt Lyberg

Matthew Lyberg, CFA, CIPM

Director of Performance Attribution
Acadian Asset Management

Matthew Lyberg, CFA CIPM, is a Senior Vice President, Director of Performance Attribution with Acadian Asset Management, a global quantitative investment firm. Matthew has co-authored articles appearing in The Journal of Performance Measurement and Global Pensions.

Matthew holds an MBA with Distinction from Hult International Business School, a BA in Russian from Boston College, and is completing a BS in Mathematics at Boston University Metropolitan College. Matthew was a Fulbright Scholar to Ukraine. He is a member of The CFA Society Boston, The Boston Economic Club, IAQF, and QWAFAFEW.

Joshua O'Brien

Joshua O'Brien, CFA

Managing Director
Strategic Client Group

Joshua O'Brien

Joshua O'Brien, CFA

Managing Director
Strategic Client Group

Joshua O’Brien, Managing Director at Strategic Client Group, oversees and coordinates many of the operational tasks critical to portfolio management. He is responsible for managing the proper execution of investment decisions across client portfolios, assessing existing processes and workflows, and recommending and overseeing the implementation of process and technology enhancements. He also manages Strategic’s client reporting. Prior to joining Strategic, Josh oversaw residential development projects in the real estate industry.

Josh holds an M.B.A. from Georgetown University’s McDonough School of Business, a B.S. in Finance & International Business and a B.S. in Spanish from Pennsylvania State University. He is a CFA charterholder and a member of the CFA Society of Washington, D.C.

Neil MacKay

Neil MacKay

Global Head of Performance Analytics
Aberdeen Standard Investments

Neil MacKay

Neil MacKay

Global Head of Performance Analytics
Aberdeen Standard Investments

Neil has worked in the Investment Management sector for over 30 years in a variety of roles. As well as his current role, managing the provision of Performance Measurement & Investment Analytics globally at Aberdeen Standard Investments, he has previously held senior positions at several major international investment management companies. Neil has also worked in consultancy, training and software design, all with a focus on performance, reporting and investment analytics.

Neil is a serving member of the Investment Association - Investment Performance Working Committee, the GIPS Investment Management sub-committee and the UK Investment Performance Committee of which he is currently chair.

Jason MacQueen

Jason MacQueen

Director of Research
Northfield Information Systems

Jason MacQueen

Jason MacQueen

Director of Research
Northfield Information Systems

Jason MacQueen, Director of Research at Northfield Information Systems, currently oversees the development of a second-generation global equity model, which includes additional style and regional sector factors alongside several other enhancements. Prior to joining Northfield, Jason co-founded R-Squared Risk Management Limited in 2003 to create Customized Hybrid Risk Models to help institutional investors manage their portfolio risks more efficiently. He also founded QUANTEC Ltd. in 1980 and served as its Chairman until February 2001; at QUANTEC, Jason pioneered the development and use of multi-factor stock selection models in the US and Japan and in 1994 created the first truly global risk model. Since then, he has continued to develop the theoretical framework of Markowitz and his successors into a practical set of tools of institutional fund managers.

Jason was educated at Oxford and London Universities, where he read Mathematics and Theoretical Physics. He has been an Honorary Lecturer at Lancaster University Management School and Visiting Professor at Tokyo University’s Center for Advanced Research in Finance. He was the founder and first Chairman of the London Quant Group and is also a Director of the Society of Quantitative Analysts in New York.

Dean McIntyre

Dean McIntyre

Senior Product Strategist, Performance
FactSet

Dean McIntyre

Dean McIntyre

Senior Product Strategist, Performance
FactSet

Dean McIntyre has more than 15 years of experience in performance measurement and risk analytics, primarily as a practitioner, but also in sales, client services, and product development.

Within his role at FactSet, Dean is responsible for directing performance strategy, with the goal of adding rich and robust middle office performance functionality and services to existing products. Dean previously served as global head of BISAM GO Commercial Proposition. His previous practitioner roles include senior performance and risk positions within UBS Global Asset Management, Northern Trust, and Schroders.

Shawn McKay

Shawn McKay, CFA

Vice President, Investment Solutions Group
State Street Global Advisors

Shawn McKay

Shawn McKay, CFA

Vice President, Investment Solutions Group
State Street Global Advisors

Shawn is a Vice President of State Street Global Advisors and a member of the OCIO Team within the Investment Solutions Group. Shawn is responsible for portfolio construction for OCIO mandates. Prior to this, Shawn has held various roles within the OCIO team including manager research, trading, client reporting, and operational support. Shawn has been with SSGA since 2007 and State Street since 1999.

Before joining SSGA, Shawn was an AVP and Senior Public Reporting Analyst in the Corporate Finance group responsible for capital adequacy reporting to the Federal Reserve, as well as being a part of the Basel II implementation project. Shawn has also held various positions in the Investor Services division of State Street Bank.

Shawn holds a MS in Finance from the Sawyer School of Management at Suffolk University and a BBA in Finance from the University of Massachusetts at Amherst. Shawn has also earned the Chartered Financial Analyst designation, and is a member of the CFA Institute as well as the CFA Society Boston.

Stanislav A. Melnikov

Stanislav Melnikov, CFA, FRM

Managing Director, Investment Risk
Russell Investments

Stanislav A. Melnikov

Stanislav Melnikov, CFA, FRM

Managing Director, Investment Risk
Russell Investments

Stas Melnikov is managing director and head of investment risk management (IRM) for Russell Investments. IRM is a key element of Russell Investments’ Global Risk Management function. Stas and his team measure and monitor market and liquidity risks for Russell Investments’ independent risk management program and for regulatory purposes. IRM is also responsible for development, daily operation and support of a proprietary multi-asset enterprise risk management system that facilitates quantification of market, liquidity, credit and concentration risks. Stas joined Russell in 2011 and is based in Seattle, WA.

Prior to Russell, Stas was first vice president at JPMorgan Chase (JPMC) where he lead a team responsible for loss forecasting and stress testing on JPMC’s residential mortgage holdings. Stas also provided economic analyses to JPMC’s executive management. Prior to JPMC, Stas held various roles in large financial institutions with responsibilities that included model development, economic analysis and risk reporting.

Stas holds BS in Economics with honors and BA in Business Administration from University of Redlands, and MS in Mathematical Finance from University of Southern California. He is a certified Financial Risk Manager and a CFA® charterholder.

Spyros Mesomeris

Spyros Mesomeris, PhD

Managing Director, Global Head of Quantitative Strategy and Quant Investment Solutions Research Group
Deutsche Bank

Spyros Mesomeris

Spyros Mesomeris, PhD

Managing Director, Global Head of Quantitative Strategy and Quant Investment Solutions Research Group
Deutsche Bank

Spyros Mesomeris is a Managing Director and the Global Head of the Quantitative Strategy and Quant Investment Solutions (QIS) Research group at Deutsche Bank. The group is responsible for equity and cross-asset quantitative research and the development of systematic strategies across asset classes. The Global Quantitative Strategy Group has been top-ranked in external client surveys such as the Institutional Investor Survey both in Equities and Fixed Income for a number of years to date. It has also been awarded the inaugural Quant Research House of the Year award by Risk Magazine for 2018.

Prior to Deutsche Bank, Spyros was a quantitative analyst at Citi for 4 years and was also a visiting lecturer at Cass Business School, London. Spyros' academic research has been published in various journals, including the Journal of International Money and Finance and the Journal of Asset Management. His applied research in the area of factor investing and collaboration with global asset owners which pioneered the risk premia approach helped to define the framework for alternative risk premia investing.

Spyros holds a BA and MA in Economics from Cambridge University, an MSc in Mathematical Trading & Finance, and a PhD in Finance from Cass Business School.

Stella Mink, CFA

Stella Mink, CFA

Global Head of Client Reporting
Manulife Asset Management

Stella Mink, CFA

Stella Mink, CFA

Global Head of Client Reporting
Manulife Asset Management

Stella Mink, is assistant vice president, global head of client reporting for Manulife Asset Management. In this role, she is responsible for the client reporting function for all external and affiliate clients.

Stella joined Manulife from State Street Global Advisors, where she was a vice president within the Funds Management Team, responsible for sub-advisor oversight. Prior to joining SSGA, she spent nine years in State Street’s Global Services Division in various client facing roles with increasing responsibility.

Stella earned a degree in Economics from Stonehill College, holds the Chartered Financial Analyst® designation, and is a member of the Boston Security Analysts Society.

Jonny Norris

Jonny Norris

Vice President, Information & Insights
Capital Group

Jonny Norris

Jonny Norris

Vice President, Information & Insights
Capital Group

Jonny Norris has more than 15 years of broad leadership experience across operations, business development, and strategy in the investment management industry. For over 10 years, Jonny has worked within the Results Analysis team at the Capital Group. In his current role, he is responsible for overseeing the the delivery of accurate and timely investment results and portfolio analytics data to the Investment Group (Portfolio Managers and Research Analysts), Distribution, clients, shareholders, and other teams. Prior to joining the Capital Group, Jonny was a Performance Analyst at IPD in London.

Jonny attended the King’s School in Canterbury and has a joint honors degree in Biology & Geography from the University of Bristol.

Anthony Parish

Anthony Parish, CFA, CQF

Director of Quantitative Strategies
Sage Advisory Services

Anthony Parish

Anthony Parish, CFA, CQF

Director of Quantitative Strategies
Sage Advisory Services

Anthony serves as Director of Quantitative Strategies and is a member of the Investment Committee.

He began his investment career in 2002 as a Vice President and Head of Product Analysis at Oppenheimer Funds. Later, he became Vice President of Product Development & Management for Credit Suisse Asset Management in New York. Prior to his professional experience with Credit Suisse, he was the Vice President for Multi-Asset Investment Analysis with Deutsche Asset Management Company in New York.

Anthony received his MBA from Fordham University and his B.A. from Concordia University. He is a Chartered Financial Analyst (CFA), a member of the CFA Institute, and a member of the New York Society of Security Analysts. Anthony also boasts a Certification in Quantitative Finance (CQF).

Boryana Racheva-Iotova

Boryana Racheva-Iotova, PhD

Head of Quantitative Research
FactSet

Boryana Racheva-Iotova

Boryana Racheva-Iotova, PhD

Head of Quantitative Research
FactSet

Boryana Racheva-Iotova, co-founder of FinAnalytica and former Global Head of Risk at BISAM is now Senior Vice President in charge of Quantitative Research at FactSet. She has over 15 years of experience in building risk and quant portfolio management software solutions. Before founding FinAnalytica, Boryana led the implementation of a Monte-Carlo based VaR calculation to meet the Basel II requirements at SGZ Bank, as well as the development of six patented methodologies for FinAnalytica.

In 2018, Boryana received Risk Professional of the Year Award from Waters Technology based on her achievements building risk management software solutions and translating the latest academic advancements in practical applications to meet the needs of financial industry practitioners. 

Boryana holds a Master of Science in Probability and Statistics at Sofia University, and a Doctor of Science, magna cum laude from Ludwig Maximilian University of Munich.

Vivian Ramos

Vivian Ramos

Senior Director of Index Solutions
FactSet

Vivian Ramos

Vivian Ramos

Senior Director of Index Solutions
FactSet

Vivian Ramos is Senior Vice President and Senior Director of Index Solutions at FactSet. Vivian is responsible for growing FactSet’s proprietary index business, which focuses on offering top-tier, rules-based thematic indices using unique content powering world-class ETFs. She also provides thought leadership by identifying the most useful client solutions that leverage FactSet’s proprietary alternative data.

Prior to joining FactSet in 2013, Vivian was the COO and CFO of Revere Data, a pioneer in alternative data. Before Revere, she was Director of Operations at Research Affiliates a global leader in smart beta. She was at FranklinTempleton for 11 years as Director and Global Head of Securities Data, Global Head of Fund Performance Administration and Global Head of Compliance Systems Administration. She was formerly a Vice President/Director of Operations at Charles Schwab, Director of Fund Administration & Compliance of Charles Schwab Investment Management, and Assistant Treasurer of SchwabFunds.

Vivian holds an MBA in Finance from Golden Gate University in San Francisco and a B.A. in Economics from the University of the Philippines.

Pat Reilly

Pat Reilly, CFA

Vice President, Regional Director, Analytics Sales
FactSet

Pat Reilly

Pat Reilly, CFA

Vice President, Regional Director, Analytics Sales
FactSet

Pat Reilly oversees the sales and support of FactSet’s Analytics solutions for the Americas. In his role he focuses on providing content, analytics and attribution solutions to clients across equities, fixed income, and multi-asset class strategies. Prior to this role, Pat headed the Fixed Income Analytics team in EMEA and began his career at FactSet managing the Analytics sales for the Western United States and Canada.

Before joining FactSet, Pat was a Credit Manager at Wells Fargo and an Insurance Services Analyst at Pacific Life.

Pat holds a degree in Finance from the University of Arizona and an MBA from the University of Southern California and is a CFA® charterholder.

Ken Robinson

Ken Robinson, CFA, CIPM, CPA, PFS

Director, Global Investment Performance Standards
CFA Institute

Ken Robinson

Ken Robinson, CFA, CIPM, CPA, PFS

Director, Global Investment Performance Standards
CFA Institute

Ken Robinson is a Director in the Global Investment Performance Standards (GIPS®) area at CFA Institute. He helps maintain the GIPS through management of the interpretations process, developing guidance for new technical areas, working extensively with volunteer committees, promulgating the GIPS standards and serving as a thought leader. Prior to joining CFA Institute, Ken was a director in the investment management audit practice at PricewaterhouseCoopers LLP.

Ken is a member of the Quantitative Investing Subcommittee of CFA Society Boston, the Performance Measurement Committee of NCREIF, and the GIPS Task Force of the NCREIF PREA Reporting Standards.  has served as an appointed member of the North American Investment Performance Committee of CFA Institute, the Interpretations Subcommittee of the GIPS Executive Committee, and the Investment Performance Standards Task Force of the AICPA. He holds a Bachelor of Science degree in finance from Indiana University.

Alex Shafran

Alex Shafran, CFA

Senior Vice President, Director of Performance and Client Reporting
Cohen & Steers

Alex Shafran

Alex Shafran, CFA

Senior Vice President, Director of Performance and Client Reporting
Cohen & Steers

Alex Shafran, CFA, Senior Vice President, is director of performance and client reporting at Cohen & Steers. He has more than 20 years of industry experience.

Prior to joining the firm in 2017, Alex was with AllianceBernstein, where he oversaw post-investment portfolio analytics across all products in support of client servicing, marketing, risk and portfolio management. Previously, he was part of the global portfolio strategy group on Bernstein’s sell-side research team, and held project and operations management positions within Bernstein’s fixed income department and was part of the investment planning team within Bernstein’s wealth management division.

Alex is a regular speaker at the Performance & Risk industry conferences. He holds an MA from New York University and is based in New York.

Rob Shapiro

Rob Shapiro, CFA, CAIA

Vice President, Investment Strategist
State Street Global Advisors

Rob Shapiro

Rob Shapiro, CFA, CAIA

Vice President, Investment Strategist
State Street Global Advisors

Rob is a Vice President of State Street Global Advisors and is an Investment Strategist in the Investment Solutions Group. In this role, he provides analysis and research focusing on building custom multi-asset class solutions for institutional clients.

Previously, Rob was a portfolio manager in the Alternative Investment group where he created and managed alternative and absolute return strategies. Prior to this role, Rob was a Portfolio Manager in the North American Enhanced Equity Team where he managed both large-cap and small-cap strategies and conducted extensive research on quantitative equity modeling. Before joining North American Enhanced, Rob was a member of Information Technology and a liaison to the Enhanced Equity group. Before joining SSGA in 2005, Rob worked at Putnam Investments as a quantitative research associate.

Rob graduated from Brandeis University with a BA in Economics and an MBA in Finance from Bentley University. He has also earned the Chartered Financial Analyst and the Chartered Alternative Investment Analyst designations and is a member of the Boston Security Analyst Society, the CFA Institute and the CAIA Association.

Peter Shepard

Peter Shepard, PhD

Managing Director and Head of Fixed Income, Multi-Asset Class and Real Estate Research
MSCI

Peter Shepard

Peter Shepard, PhD

Managing Director and Head of Fixed Income, Multi-Asset Class and Real Estate Research
MSCI

Peter Shepard is Managing Director and Head of Fixed Income, Multi-Asset Class and Real Estate Research at MSCI. He leads the research teams responsible for MSCI’s multi-asset class RiskManager and BarraOne platforms and MSCI Real Estate. The team researches factor models, single-security analytics, private real estate and other alternatives, investment strategies, stress-testing, liquidity, credit, portfolio optimization, model validation, macro modeling and machine learning.

He has led research and development of many of MSCI’s models, including MSCI’s new suite of fixed income models, MSCI’s private asset models, and the Barra Integrated Model of global stocks, bonds, commodities, currencies, implied volatility, private real estate, private equity and hedge funds. He was also an architect of the Barra Global Equity Model, and has done research in portfolio construction.

Dr. Shepard holds a PhD in theoretical physics from the University of California at Berkeley, where he researched string theory and the quantum theory of gravity. He has publications in theoretical physics and finance. Dr Shepard also holds a Bachelor’s degree in physics and mathematics from Brown University.

Caroline Sherman

Caroline Sherman

Managing Director
Quantopian

Caroline Sherman

Caroline Sherman

Managing Director
Quantopian

Caroline Sherman is Managing Director, Head of Enterprise at Quantopian. Prior to joining Quantopian, she was Director of Product Management at InsightSquared, a Boston-based startup where she directed product management of data analytics software and led the launch of new software products.

Previously, Caroline worked in the U.S. Department of the Treasury for the Financial Stability Oversight Council. Prior to joining the Treasury, she was part of the Quantitative Investment Strategies team at Goldman Sachs Asset Management. While there, she managed global asset allocation strategies in mutual funds, interfaced with institutional clients on hedge funds and separate account investments, and helped identify and launch new strategies and funds.

Caroline holds a B.A. in Mathematics-Economics from Columbia College and an M.B.A. from Harvard Business School.

James So, CFA

James So, CFA

Product Specialist
Western Asset Management Company

James So, CFA

James So, CFA

Product Specialist
Western Asset Management Company

James J. So joined Western Asset Management Company, LLC in 2003 and is a Product Specialist for the firm. Previously, he served as Senior Associate of Structured Products Trading at J.P. Morgan.

After graduating from the University of California, Los Angeles, James worked as Senior Accountant at Deloitte & Touche. He also holds the CFA designation.
Tharsis Souza

Tharsis Souza

Vice President of Product Development
Yewno

Tharsis Souza

Tharsis Souza

Vice President of Product Development
Yewno

Tharsis Souza is Vice President of Product Development at Yewno Finance, which leverages Yewno’s proprietary Knowledge Graph to offer a variety of AI-augmented products and solutions including index strategies, alternative data feeds and front-end decision support systems for financial services professionals.

Before joining Yewno, Tharsis earned his Doctor of Philosophy (Ph.D.) in Financial Computing and Analytics from the University of London and was a Teaching Assistant. Prior, he was a Senior Business Analyst at BM&FBovespa, one of the largest stock exchanges in the world in terms of market value. He also held analyst positions at Itau-Unibanco and the Universidade de São Paulo, where he also received his M.Sc. in Computer Science, Computational Fianance. Tharsis earned his bachelor's degree in Computer Engineering from the Universidade Estadual de Campinas.

Lauren Stevens

Lauren Stevens

Sr. Director, Content & Technology Solutions Strategy
FactSet

Lauren Stevens

Lauren Stevens

Sr. Director, Content & Technology Solutions Strategy
FactSet

Lauren Stevens is Vice President, Senior Strategist, for FactSet’s Content and Technology Solutions. Specifically, she is responsible for analyzing market research and determining the direction of the FactSet content, cloud and technology strategy.

Since joining FactSet in 2006, Lauren worked as a Consultant until 2008, and then as an Economic Specialist until 2013, when she assumed her current role. Lauren received her B.S. in Policy Analysis from Cornell University.

Ali van Nes

Ali van Nes

Sr. Director, Regulatory Solutions
FactSet

Ali van Nes

Ali van Nes

Sr. Director, Regulatory Solutions
FactSet

Ali van Nes is Senior Vice President, Senior Director, of FactSet’s Regulatory Solutions group. In this role, Ali and a growing global team are building out a suite of targeted solutions to address clients’ regulatory workflow challenges at all stages of the portfolio lifecycle, including preparation for MiFID II. Prior to leading this team, Ali served as Chief of Staff to FactSet’s CEO in 2016 and was the company’s Deputy General Counsel before that.

Prior to joining FactSet in 2010, Ali’s in-house and private legal practice included negotiating with international militaries and enforcement agencies.

Ali holds a B.A from Harvard University and a J.D. from Pace University School of Law.

Dieter Vandenbussche, PhD

Dieter Vandenbussche

Head of Equity Research
Axioma

Dieter Vandenbussche, PhD

Dieter Vandenbussche

Head of Equity Research
Axioma

Dieter’s work has led to numerous enhancements to Axioma’s portfolio construction, analytics, and risk model products and has been published in the Journal of Portfolio Management and other peer reviewed publications.

Prior to joining Axioma in 2006, Dieter was a professor at the University of Illinois Urbana-Champaign where his research focused on theoretical and computational aspects of solving mathematical optimization problems. Much of this research was published in academic journals such as Mathematical Programming, SIAM Journal on Optimization, Journal of Global Optimization, and Computational Optimization and Applications.

Dieter holds an undergraduate and PhD degree in industrial engineering (operations research) from the Georgia Institute of Technology.

Nels Ylitalo

Nels Ylitalo

Director of Product Strategy, Regulatory Solutions
FactSet

Nels Ylitalo

Nels Ylitalo

Director of Product Strategy, Regulatory Solutions
FactSet

Nels Ylitalo is the Director of Product Strategy for Regulatory Solutions at FactSet. Previously, he worked in signals intelligence in the United States Navy prior to attending law school at Yale, where he earned a JD in 2007. Following law school, he was a corporate/M&A attorney, representing VC and PE funds, as well as corporate clients, in M&A transactions.

When his third child was born, Nels left his legal career to be a homemaker, and eventually returned to a professional career. Nels' portfolio covers a broad range of financial services regulations, with a current focus on buy-side regulatory requirements and challenges, globally. 

Jeremy Zhou

Jeremy Zhou, CFA

Head of Indexing
FactSet

Jeremy Zhou

Jeremy Zhou, CFA

Head of Indexing
FactSet

Jeremy Zhou is Head of Indexing at FactSet and leads FactSet’s proprietary index business. Jeremy’s main responsibilities include alternative data sourcing, index creation, index partnership, and investment strategy consulting. Together with top tier index providers and fund sponsors, Jeremy has led the creation of a suite of smart-beta/thematic indices that power exchange-traded funds, unit investment trusts, and passive funds with more than $7 Billion assets under management.

Prior to joining FactSet in 2013, Jeremy was a senior executive with Revere Data, a leading alternative data firm acquired by FactSet, and held positions as Head of Index Solutions, Associate Director of Product Strategy, and Director of Healthcare Equity Research. From 2011 to 2013, Jeremy was also a Portfolio Manager for Covestor Ltd. (now part of the Interactive Brokers Group), a venture-backed FinTech registered investment adviser creating one of the world’s first fully online investment management platforms.

Jeremy holds a Master of Public Health and a B.S. in Nutrition & Toxicology from the University of California, Berkeley. He is also a CFA charterholder and a member of the CFA Society San Francisco.

Matthew Horne

Matthew Horne

VP of ETF Business Development
Fidelity

Matthew Horne

Matthew Horne

VP of ETF Business Development
Fidelity

Matt Horne is a VP of ETF Business Development at Fidelity Institutional Asset Management. He is responsible for supporting Fidelity’s ETF capabilities to institutional and financial intermediary clients.

Before joining Fidelity in 2012, Mr. Horne was a nuclear submarine officer with the United States Navy from 2004 to 2010. During this time, he was deployed on board USS Philadelphia in support of Operation Iraqi Freedom. Mr. Horne has been in the investments industry since 2012.

Mr. Horne earned a Master's degree from the Carroll Graduate School of Management at Boston College and a BA degree in Economics from College of Holy Cross. He is CFA chartered holder.

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