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4th Annual World Series of ETFs & Investment Management - May 22, 2013 - Boston, MA
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Speaker names are sorted by last name:

Mark Abssy
Senior Index and ETF Manager
<b>ISE ETF VENTURES</b>   Mark Abssy
  Senior Index and ETF Manager
  ISE ETF VENTURES

  Mark Abssy is the Senior Index & ETF Manager for the International Securities Exchange. In this capacity, Mark is responsible for all phases in the development of innovative tradable products from concept to commercial launch.

Mark speaks on behalf of ISE as the Index and ETP expert at industry conferences, events ... [ Read More ]
  

Omar Aguilar
Chief Investment Officer, Equities
<b>CHARLES SCHWAB INVESTMENT MANAGEMENT</b>   Omar Aguilar
  Chief Investment Officer, Equities
  CHARLES SCHWAB INVESTMENT MANAGEMENT

   Omar Aguilar joined Schwab as senior vice president and chief investment officer, Equities in April 2011. He has 18 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi-manager strategies. Recently, Mr. Aguilar was with Financial Engines, where he was responsible ... [ Read More ]
  

Stephen Blumenthal
Founder & Chief Executive Officer
<b>CAPITAL MANAGEMENT GROUP</b>   Stephen Blumenthal
  Founder & Chief Executive Officer
  CAPITAL MANAGEMENT GROUP

  Steve Blumenthal founded CMG Capital Management Group, Inc. in 1992 and serves today as the firms Chief Executive Officer. He has been responsible for the companys growth, development and performance since its inception. Mr. Blumenthal has been featured in various media sources including the Wall Street Journal, Barrons, Pensions & ... [ Read More ]
  

Chris Brightman
Managing Director, Head of Investment Management
<b>RESEARCH AFFILIATES</b>   Chris Brightman CFA
  Managing Director, Head of Investment Management
  RESEARCH AFFILIATES

  Chris Brightman is responsible for ensuring the optimal implementation of RA developed strategies. In this role, he supervises portfolio construction and trading, as well as managing the product development process. In addition, Chris contributes to both research and client support activities.Chris has three decades of investment management experience spanning equities, ... [ Read More ]
  

Vinny Catalano
President & Global Investment Strategist
<b>BLUE MARBLE RESEARCH</b>   Vinny Catalano CFA
  President & Global Investment Strategist
  BLUE MARBLE RESEARCH

  Vinny Catalano, CFA is President and Global Investment Strategist with Blue Marble Capital Management (BMCapM) and author of "Sectors and Styles" (Wiley 2006). A leading investment strategist and asset manager, Mr. Catalano appears regularly in the media (Bloomberg TV & Radio, foxbusiness.com, BNN TV, CNBC, New Delhi TV), is frequently ... [ Read More ]
  

Kol Estreicher
Director of ETF Execution
<b>WOLVERINE EXECUTION SERVICES</b>   Kol Estreicher
  Director of ETF Execution
  WOLVERINE EXECUTION SERVICES

  Kol Estreicher is responsible for all business development and marketing activities relating to WEX's ETF Execution business. Kol joined WEX from UBS Financial Services where he was a Vice President and actively managed over $500MM in assets for institutional clients, including venture-backed start-ups, public companies, private foundations and trusts. He ... [ Read More ]
  

Rick Ferri
Founder & Chief Executive Officer
<b>PORTFOLIO SOLUTIONS, LLC</b>   Rick A. Ferri CFA
  Founder & Chief Executive Officer
  PORTFOLIO SOLUTIONS, LLC

  Author of six investment books, Richard (Rick) A. Ferri, CFA is a leading expert on low-cost index fund investing. Through his work as a researcher and investment manager, he continually monitors and evaluates the latest trends related to index funds and exchange-traded funds (ETFs). Rick utilizes his in-depth research about ... [ Read More ]
  

Deborah Fuhr
Managing Partner & Co-founder
<b>ETFGI</b>   Deborah Fuhr
  Managing Partner & Co-founder
  ETFGI

  Deborah Fuhr is a partner and co-founder of ETFGI, an independent research and consultancy firm established in early 2012 is research and consulting on the global ETF and ETP industry. The firm is focused on providing thought leadership, publishing independent research on the industry, products, applications, competitors, providing education ... [ Read More ]
  

Rob Glownia
Quantitative Analyst
<b>RIVERFRONT INVESTMENT GROUP</b>   Rob Glownia
  Quantitative Analyst
  RIVERFRONT INVESTMENT GROUP

  Rob serves as the firm's Quantitative Analyst, supporting the asset allocation and risk management groups at Riverfront. Rob's primary responsibility is developing models, tools, and infrastructure to enhance the quantitative discipline of their global investment process.

Prior to this role, Rob served as the Head Trader and oversaw the Portfolio ... [ Read More ]
  

Robyn Graham
Vice President, Strategic Business Development / Associate Portfolio Manager
<b>HAHN INVESTMENT STEWARDS & COMPANY INC.</b>   Robyn E Graham
  Vice President, Strategic Business Development / Associate Portfolio Manager
  HAHN INVESTMENT STEWARDS & COMPANY INC.

  Robyn is responsible for managing HAHN's strategic business development initiatives across North America, co-ordinates HAHN's sales and marketing program and is a key spokesperson for the firm.

Robyn has over 25 years of investment industry experience serving high net worth and institutional clients, consultants and advisors and manages key corporate ... [ Read More ]
  

Michael Haig
Chief Executive Officer
<b>STERLING GLOBAL STRATEGIES</b>   Michael Haig
  Chief Executive Officer
  STERLING GLOBAL STRATEGIES

  Michael Haig is the CEO and Managing Partner of Sterling Global Strategies. Sterling Global Strategies is a boutique asset management firm headquartered in Carlsbad Ca. The strategies they manage are quantitative and are algorithm driven. SGS is part of the Morningstar ETF Strategist space and are available ... [ Read More ]
  

Chris Hempstead
Director of ETF Execution Services
<b>WALLACHBETH CAPITAL LLC</b>   Chris Hempstead
  Director of ETF Execution Services
  WALLACHBETH CAPITAL LLC

  Chris is a 20 yr ETF industry veteran, the majority of which has included his serving in senior roles as a major exchange floor specialist and subsequently, head trader positions for the ETF Industry's leading 'upstairs' principal market-makers.

Chris is widely-recognized throughout the securities industry for his thought leadership on best ... [ Read More ]
  

Joanne Hill
Head of Investment Strategy
<b>PROSHARE ADVISORS LLC</b>   Joanne M. Hill Ph.D
  Head of Investment Strategy
  PROSHARE ADVISORS LLC

  Since 2009 Joanne has served as Head of Investment Strategy at ProShares Advisors, a premier provider of alternative exchange-traded funds. Joanne spent over 25 years on Wall Street, including 17 years at Goldman Sachs, where she was a Managing Director, leading global equity index and derivatives strategy with a focus ... [ Read More ]
  

Paul Ingersoll
Chief Executive Officer
<b>GOOD HARBOR FINANCIAL</b>   Paul Ingersoll
  Chief Executive Officer
  GOOD HARBOR FINANCIAL

  Paul R. Ingersoll – Chief Executive Officer
Paul Ingersoll is Chief Executive Officer and a senior portfolio manager of Good Harbor Financial LLC. Paul’s responsibilities include strategic and operational leadership of the firm along with model development, portfolio management, and trading. Prior to co-founding Good Harbor Financial, he served ... [ Read More ]
  

Rob Ivanoff
Director of Research
<b>FINANCIAL PRODUCTS RESEARCH</b>   Rob Ivanoff
  Director of Research
  FINANCIAL PRODUCTS RESEARCH

  Rob Ivanoff is a graduate of Boston University and developer of some of the most prestigious ETF and mutual fund research. His work and commentary on mutual fund trends and investments has been featured and quoted in the Wall Street Journal, Financial Times, New York Times and hundreds of other ... [ Read More ]
  

Seth Kadushin
Executive Director
<b>IMN</b>   Seth Kadushin
  Executive Director
  IMN

  Along with his many managerial roles throughout his career, Mr. Kadushin continues to share his devotion to higher education as an adjunct instructor at New York University. At NYU, Seth continues to impart his extensive experience, knowledge and background in the world of finance. In 2009-2010, as the head program ... [ Read More ]
  

Andrew Kalotay
Founder and President
<b>ANDREW KALOTAY ASSOCIATES, INC.</b>   Andrew Kalotay PhD.
  Founder and President
  ANDREW KALOTAY ASSOCIATES, INC.

  Andrew Kalotay is a leading authority on the valuation of taxable and municipal bonds. He is a prolific contributor to the literature on fixed income topics, such as bond refunding and the use and misuse of interest rate derivatives. His firm licenses fixed income valuation software to some of the ... [ Read More ]
  

John Keane
Executive Director
<b>JACKSONVILLE POLICE & FIRE PENSION FUND</b>   John Keane
  Executive Director
  JACKSONVILLE POLICE & FIRE PENSION FUND

  John Keane has served as the Executive Director-Administrator of the Fund since 1990. Joining the Sheriff’s Office in 1962 and transferred to the re-organized Fire Rescue Department on February 1, 1969, Mr. Keane also earned AA and AS degrees from FCCJ and a BS degree from Southern Illinois University majoring ... [ Read More ]
  

Dodd Kittsley
Director, Global Head of ETP Research
<b>BLACKROCK</b>   Dodd Kittsley
  Director, Global Head of ETP Research
  BLACKROCK

  Dodd Kittsley, Director, is Global Head of ETP Research for BlackRock. BlackRock's ETP research team provides insights and perspectives on the global ETP marketplace delivered through the monthly ETP Landscape and other regular and customized research. Mr. Kittsley was previously Head of Due Diligence for iShares, a global provider ... [ Read More ]
  

David Koenig
Investment Strategist, Research and Innovation
<b>RUSSELL INDEXES</b>   David Koenig
  Investment Strategist, Research and Innovation
  RUSSELL INDEXES

  David Koenig serves as Investment Strategist on the Research and Innovation team for Russell Investments family of global indexes. David is responsible for the development of white papers and other educational materials for financial advisors and other clients. David serves as a spokesperson for Russell Indexes with the media and ... [ Read More ]
  

Martin Kremenstein
US Passive Investment Management
<b>DEUTSCHE ASSET & WEALTH MANAGEMENT</b>   Martin Kremenstein
  US Passive Investment Management
  DEUTSCHE ASSET & WEALTH MANAGEMENT

  Martin Kremenstein is a Director of Deutsche Bank's DBX North America business and serves as COO and CIO of three investment entities: DB Commodity Services LLC, a Commodity Pool Operator and Commodity Trading Advisor; DBX Strategic advisors, a Registered Investment Advisor; and DBX Advisors, a Registered Investment Advisor.

Across Martin's three ... [ Read More ]
  

Scott Ladner
Director of Quantitative and Alternative Strategies
<b>HORIZON INVESTMENTS, LLC</b>   Scott Ladner
  Director of Quantitative and Alternative Strategies
  HORIZON INVESTMENTS, LLC

  Mr. Ladner manages Horizon’s Quantitative investment group and Risk Management strategies, with a particular emphasis on building Horizon’s capabilities within the alternative and absolute return investment space. He is also the lead manager on the Horizon Active Income Fund, a non-traditional bond mutual fund.

Prior to Horizon, Mr. ... [ Read More ]
  

Craig Lazzara
Senior Director, Index Investment Strategy
<b>S&P DOW JONES INDICES</b>   Craig Lazzara
  Senior Director, Index Investment Strategy
  S&P DOW JONES INDICES

  Craig Lazzara is global head of index investment strategy for S&P Dow Jones Indices. The index investment strategy team provides research and commentary on the entire S&P Dow Jones Indices product set, including U.S. and global equities, commodities, fixed income, and economic indices. Craig previously served as product manager for ... [ Read More ]
  

Jacques Longerstaey
Senior Vice President, Investments
<b>F-SQUARED INVESTMENTS</b>   Jacques Longerstaey
  Senior Vice President, Investments
  F-SQUARED INVESTMENTS

  Mr. Longerstaey is a Senior Vice President of the firm and is a member of F-Squared's Investment Committee. He has over 25 years of experience in the financial markets, with responsibilities in research, product development, and risk management.Prior to joining F-Squared, Mr. Longerstaey was Executive Vice President and Chief Risk ... [ Read More ]
  

Kevin Mahn
President & Chief Investment Officer
<b>HENNION & WALSH ASSET MANAGEMENT</b>   Kevin D. Mahn
  President & Chief Investment Officer
  HENNION & WALSH ASSET MANAGEMENT

  Kevin D. Mahn joined Parsippany, NJ based Hennion & Walsh as a Managing Director in 2004. Currently serving as the President and Chief Investment Officer (CIO) of Hennion & Walsh Asset Management, Mr. Mahn is responsible for all of the Wealth and Asset Management products and services offered at the ... [ Read More ]
  

David Mazza
Vice President, Head of ETF Investment Strategy, Americas
<b>STATE STREET GLOBAL ADVISORS</b>   David Mazza
  Vice President, Head of ETF Investment Strategy, Americas
  STATE STREET GLOBAL ADVISORS

   David is a Vice President of SSgA and the Head of ETF Investment Strategy for the Americas within SPDR ETF Sales Strategy. He manages a team of Investment and Product Strategists who generate strategic and tactical investment opportunities for the ETF marketplace. David develops market outlooks and investment themes that ... [ Read More ]
  

Ed McRedmond
SVP- Business Development Director
<b>INVESCO POWERSHARES</b>   Ed McRedmond
  SVP- Business Development Director
  INVESCO POWERSHARES

  At Invesco PowerShares, Mr. McRedmond works on increasing the awareness and usage of PowerShares ETFs within the various distribution channels, with a focus on working with analysts, due diligence groups and portfolio managers using ETFs in various investment strategies. In addition, Mr. McRedmond oversees a team that services the ... [ Read More ]
  

Seddik Meziani, PhD
Professor of Economics and Finance
<b>MONTCLAIR STATE UNIVERSITY</b>   Seddik Meziani, PhD
  Professor of Economics and Finance
  MONTCLAIR STATE UNIVERSITY

  Seddik Meziani teaches finance at Montclair State University, NJ. Previously, he worked for Standard & Poor’s and TIAA-CREF. He received a Ph.D. from Rensselaer Polytechnic Institute and an MBA from NYU.

His field of expertise encompasses exchange traded funds and other index-linked products. He is published in both academic and practitioners ... [ Read More ]
  

Brett Mossman
Vice President
<b>BLACKROCK</b>   Brett Mossman
  Vice President
  BLACKROCK

  Brett M. Mossman, Vice President, is a member of BlackRock's Global Client Group. He works within the iShares group as the Product Consulting Team Lead for the Product Management & Consulting team. Mr. Mossman's service with the firm dates back to 2007, including his time with Barclays Global Investors (BGI), ... [ Read More ]
  

Phillip Nelson
Research Consultant
<b>NEPC, LLC</b>   Phillip R. Nelson CFA
  Research Consultant
  NEPC, LLC

  Phillip joined NEPC in 2011 having been in the investment industry since 2002. Phillip is involved in NEPC's traditional markets research and due diligence activities, and covers the global fixed income, TIPS, LDI, and GAA asset classes. In addition, Phillip assists the consultants with traditional manager searches and technical projects. ... [ Read More ]
  

David Pappalardo
Senior Vice President - Advisor Solutions Group
<b>SEGAL ROGERSCASEY</b>   David Pappalardo
  Senior Vice President - Advisor Solutions Group
  SEGAL ROGERSCASEY

  David Pappalardo is a Senior Vice President and the Practice Leader for the Advisor Solutions Group in Segal Rogerscasey’s Boston office. The Advisor Solutions group is responsible for providing a full range of consulting services to broker dealers, banks, insurance companies, registered investment advisors, multi-family offices, and other intermediaries that ... [ Read More ]
  

Greg Peterson
Managing Director
<b>BALLENTINE PARTNERS, LLC</b>   Greg Peterson Ph.D., MBA, CFA
  Managing Director
  BALLENTINE PARTNERS, LLC

  Greg is a Managing Director and Senior Investment Advisor at the firm. As Director of Investment Research, Greg is responsible for the firm's macro-economic strategy, asset allocation, and quantitative research.

Prior to joining the firm in 2002, Greg worked at PanAgora Asset Management as a Research Manager. Before that, he was ... [ Read More ]
  

Howard Present
President and Chief Executive Officer
<b>F-SQUARED INVESTMENTS</b>   Howard Present
  President and Chief Executive Officer
  F-SQUARED INVESTMENTS

  Mr. Present is Co-Founder, President and CEO of F-Squared Investments. Mr. Present is also the Co-Chair of the firm’s Investment Committee. F-Squared is a privately-held, SEC registered investment management firm providing investment advisory and portfolio management services for a wide range of investors based on either their proprietary AlphaSector(TM) ... [ Read More ]
  

Matt Reiner
Portfolio Manager, Partner
<b>CAPITAL INVESTMENT ADVISORS / WELA STRATEGIES</b>   Matt Reiner
  Portfolio Manager, Partner
  CAPITAL INVESTMENT ADVISORS / WELA STRATEGIES

  Matt Reiner is the Portfolio Manager and also a partner for Wela Strategies. Matt coordinates the Investment Committee and translates the decisions into trades and allocation adjustments within the Wela Models. Matt is also an Investment Advisor and the Chief Investment Officer for Capital Investment Advisors (CIA).

As the Portfolio Manager ... [ Read More ]
  

Thomas Schneeweis
President, ALTERNATIVE INVESTMENT ANALYTICS, LLC,  Professor of Finance
<b>UNIVERSITY OF MASSACHUSETTS</b>   Thomas Schneeweis
  President, ALTERNATIVE INVESTMENT ANALYTICS, LLC, Professor of Finance
  UNIVERSITY OF MASSACHUSETTS

  Thomas Schneeweis, Ph.D., is the Michael and Cheryl Philipp Professor of Finance and Director of the Center for International Securities and Derivatives Markets at the Isenberg School of Management, University of Massachusetts-Amherst. He is the founding Editor of The Journal of Alternative Investments and is co-founder of the Chartered Alternative ... [ Read More ]
  

Richard Tomney
Managing Director, Head of Advisor Solutions
<b>F-SQUARED INVESTMENTS</b>   Richard F. Tomney
  Managing Director, Head of Advisor Solutions
  F-SQUARED INVESTMENTS

  Mr. Tomney is a Managing Director of the firm and is a member of the F-Squared Management Team and the Investment Committee. Mr. Tomney has more than 27 years of experience in the investment industry with extensive investment and product development expertise.

Previously, Mr. Tomney was Marketing Director at Gottex Fund ... [ Read More ]
  

Michael Vogelzang
President & Chief Investment Officer
<b>BOSTON ADVISORS LLC</b>   Michael Vogelzang
  President & Chief Investment Officer
  BOSTON ADVISORS LLC

  Mr. Vogelzang is President and Chief Investment Officer of Boston Advisors, a boutique investment management firm that provides custom institutional and private wealth investment management services and manages the Broad Allocation Strategy, a global tactical allocation fund. Mr. Vogelzang has managed Boston Advisors since 1997 and led the firm's management ... [ Read More ]
  

Christian Wagner
Chief Executive Officer
<b>LONGVIEW CAPITAL MANAGEMENT, LLC</b>   Christian M. Wagner
  Chief Executive Officer
  LONGVIEW CAPITAL MANAGEMENT, LLC

   Christian M. Wagner is the Chairman and CEO of Longview Capital Management, LLC. In this capacity Mr. Wagner serves as a member of the Investment and Risk Management Committees and directs the strategies of the firm.Mr. Wagner has served in senior management positions at Commerce Capital Markets, CoreStates Investment Advisors ... [ Read More ]
  

Jeff Weniger
Investment Strategist, Portfolio Manager, Multi-Asset Strategy
<b>BMO GLOBAL ASSET MANAGEMENT</b>   Jeff Weniger CFA
  Investment Strategist, Portfolio Manager, Multi-Asset Strategy
  BMO GLOBAL ASSET MANAGEMENT

   Jeff Weniger is Senior Market Strategist for BMO Global Asset Management. Mr. Weniger serves as a global macro specialist who surveys the investment landscape to find strategic and tactical investment opportunities. Jeff is a member of the Asset Allocation Committee and serves as the general editor of the firms monthly ... [ Read More ]
  


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