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. 

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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.

Jonathan Golub

Jonathan Golub, CFA

Chief U.S. Equity Strategist
Credit Suisse

Jonathan Golub

Jonathan Golub, CFA

Chief U.S. Equity Strategist
Credit Suisse

Jonathan Golub is a Managing Director and Chief U.S. Equity Strategist for Credit Suisse, based in New York. In this role, he is responsible for the firm’s equity outlook, including market and earnings forecasts, as well as sector and thematic recommendations.

Jonathan is a 30-year industry veteran, having served in senior investment strategy roles on the buy-side at JP Morgan Asset Management and the sell-side at Bear Stearns, UBS and RBC.

Jonathan is a graduate of the Wharton School of the University of Pennsylvania and is a CFA charterholder. He has been recognized as a top-ranked strategist by Institutional Investor

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.

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.

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.
David Mazza

David Mazza

Head of ETF Investment Strategy, Beta Solutions
OppenheimerFunds

David Mazza

David Mazza

Head of ETF Investment Strategy, Beta Solutions
OppenheimerFunds

David B. Mazza is a Senior Vice President of OppenheimerFunds and leads the firm’s Beta Solutions Investment Marketing and ETF Specialist teams. In this role, he helps drive strategic and sustainable growth for the firm with product and market insights to provide actionable solutions for their clients.

Dave joined OppenheimerFunds from State Street Global Advisors where he led product strategy, positioning and analysis as a Managing Director and Head of ETF and Mutual Fund Research. Dave was also responsible for developing thought leadership and research that drove client engagement and awareness for the firm's ETF business. During his 12 years at SSGA, Dave worked in the investments and distribution organizations, where over time he assumed additional management responsibilities while helping to drive sales and grow assets under management.

Prior to his role as Head of ETF and Mutual Fund Research, Dave was a member of the firm's Global Enhanced Equity Group, responsible for research, portfolio management and product strategy across multiple quantitatively managed investment strategies. Dave began his career in the firm's Charitable Asset Management Group, where he supported the investment management and administration of planned gifts.

David received his M.B.A. in Finance from the Sawyer Business School at Suffolk University and his B.A. in Political Science and Philosophy from Boston College.

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.

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.

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

Senior Director of Risk Research
FactSet

Boryana Racheva-Iotova

Boryana Racheva-Iotova

Senior Director of Risk 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 Risk 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.

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.
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Nels Ylitalo

Director of Product Strategy, Regulatory Solutions
FactSet

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Nels Ylitalo

Director of Product Strategy, Regulatory Solutions
FactSet

Nels Ylitalo is the Director of Product Strategy for Regulatory Solutions at FactSet. In this role, he manages the strategy for FactSet products and thought leadership on a broad range of financial services regulations, with a current focus on buy-side regulatory requirements and challenges, globally.

Prior to FactSet, Nels worked in signals intelligence in the United States Navy before earning a JD in 2007 from Yale University Law School. Following law school, he was a corporate/M&A attorney, representing venture capital and private equity 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 earned a bachelor’s degree in German Language and Literature from St. John’s University.

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