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Kathryn Kaminski
Kathryn Kaminski

Visiting Scientist Organization Website
MIT Laboratory for Financial Engineering
http://lfe.mit.edu

Kathryn M. Kaminski is an author and specialist in systematic investing. She co-authored the book “Trend Following with Managed Futures: The Search for Crisis Alpha” published by Wiley Trading in 2014. Kathryn held prior positions as director, investment strategies at Campbell and Company and senior investment analyst at RPM, a CTA fund of funds. She also held the position of Deputy Managing Director of the Institute for Financial Research and affiliated faculty at the Stockholm School of Economics in the department of finance. She has been a senior lecturer at MIT Sloan and visiting professor at the Swedish Royal Institute of Technology (KTH). Her work has been published in a range of industry publications as well as academic journals. In 2015, Kathryn was listed as one of the top 50 leading women in hedge funds. Kathryn holds a BS in electrical engineering from MIT and a PhD in operations research from MIT Sloan.

Episode: 2/16/2018 @1:00 PM


Jonathan Steinberg
Jonathan Steinberg

CEO & President
WisdomTree Investments, Inc.
http://www.wisdomtree.com

Jonathan Steinberg founded our Company and has served as our Chief Executive Officer since October 1988 and since August 2012, he has also served as our President. He has been a member of our Board of Directors since October 1988, serving as Chairman of the Board of Directors from October 1988 to November 2004. He also served as Editor-in-Chief of Individual Investor and Ticker, two magazines formerly published by our Company. Mr. Steinberg, together with Mr. Siracusano, was responsible for the creation and development of our proprietary index methodology. Prior to founding WisdomTree, Mr. Steinberg was employed as an analyst in the Mergers and Acquisitions Department of Bear, Stearns & Co. Inc., an investment banking firm, from 1986 to 1988. Mr. Steinberg is the author of Midas Investing, published by Times Books, a division of Random House, Inc. He attended The Wharton School of Business at the University of Pennsylvania.

Episode: 2/9/2018 @1:00 PM


Patrick O'Shaughnessy
Patrick O'Shaughnessy

Principal and Portfolio Manager
O'Shaughnessy Asset Management
http://osam.com/

Patrick O’Shaughnessy is the Chief Executive Officer at O’Shaughnessy Asset Management (OSAM). Patrick oversees the day-to-day business of the firm, directing OSAM’s initiatives in the areas of research and portfolio management, investor education and client service and relationships. He also serves as a Portfolio Manager. Prior to his role as CEO, Patrick spent 11 years on OSAM’s Research & Portfolio Management team, working to improve the firm’s investment strategies.

Patrick is the author of Millennial Money: How Young Investors can Build a Fortune, published by Palgrave Macmillan, and a contributing author to the Fourth Edition of What Works on Wall Street. Patrick’s podcast “Invest Like the Best,” which is a series of conversations with leading investors across asset classes, recently passed 2.5 million listeners and was named among “5 Investment Podcasts You Should Listen To” by The Wall Street Journal. Patrick is an equity owner in OSAM and a member of the firm’s Executi(Show Full Bio)ve Committee. Patrick holds a B.A. in Philosophy from the University of Notre Dame and is also a Chartered Financial Analyst. He lives with his wife and two children in Greenwich, Connecticut.

Twitter - @patrick_oshag

Episodes: 2/2/2018 @1:00 PM, 3/27/2015 @1:00 PM, 12/12/2014 @1:00 PM


Dr. Wesley Gray
Dr. Wesley Gray

CEO
Alpha Architect
http://www.alphaarchitect.com/

After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes, ETF.com, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.

Twitter - @alphaarchitect

Episodes: 2/2/2018 @1:00 PM, 1/19/2018 @1:00 PM, 12/15/2017 @1:00 PM, 11/17/2017 @1:00 PM, 10/13/2017 @1:00 PM, 8/11/2017 @1:00 PM, 7/7/2017 @1:00 PM


Samuel Hartzmark
Samuel Hartzmark

Assistant Professor
University of Chicago
https://sites.google.com/site/samhartzmark/

Samuel M. Hartzmark studies asset pricing and behavioral finance. His research has appeared in the Journal of Finance, Review of Financial Studies, the Journal of Financial Economics, the Quarterly Journal of Finance, and the Review of Asset Pricing Studies. He has received a number of awards including the 2016 AQR Insight Award, Best Paper in the Review of Asset Pricing Studies 2016, 2nd prize Fama-DFA award for best paper in asset pricing research in the Journal of Financial Economics 2015, the Hillcrest Behavioral Finance Award, the UBS Global Asset Management Award, the Michael J. Barclay young scholar award and he was a finalist for the 2014 AQR Insight award. His work has been covered by a variety of media outlets including CNBC, Forbes, the Wall Street Journal, and Bloomberg among others.

Hartzmark holds a Ph.D. from Marshall School of Business at the University of Southern California, an MBA from University of Chicago Booth School of Business and a BA in mathematics/econ(Show Full Bio)omics (summa cum laude) with a double major in religion from Emory University.

Episode: 2/2/2018 @1:00 PM


Kendrick Wakeman
Kendrick Wakeman

CEO
FinMason
http://www.finmason.com

Kendrick has over 27 years of investment experience across a broad range of asset classes and has developed, built and run institutional-level risk management programs at both large and small financial institutions. Prior to founding FinMason, he was a Portfolio Manager/Analyst at Lazard Asset Management. He has a BA from Dartmouth College and holds the Chartered Financial Analyst designation.

Twitter - @FinMasonInc

Episode: 1/26/2018 @1:00 PM


David Yates
David Yates

CIO
WisdomTree Asset Management
https://www.wisdomtree.com

David oversees technology at WisdomTree, with a focus on enhancing WisdomTree's capabilities in digital client solutions, information management and business analytics.

Prior to joining WisdomTree Mr. Yates was an Associate Principal at McKinsey & Company, advising Investment Management and Insurance clients on a range of strategic technology and operations issues. He pioneered the firm's advanced analytics approach for the insurance industry, laying the foundation for new engagement models and product offerings. He also co-led McKinsey's IT Sourcing Practice in the Americas; responsible for sharing expertise with clients during sales and procurement situations, creation of industry-shaping content on sourcing, and the training of expert practitioners within the firm.

He previously worked at Accenture, where he led multinational technology delivery programs in the capital markets space, including the design and implementation of the London Stock Exchange's equity trading (Show Full Bio)platform. Prior to that he held technology roles at the Bank of England.

Mr. Yates received an M.B.A. from MIT Sloan School of Management, an M.S. in Computing Science with Distinction from Imperial College London and a B.S. in Mathematics and Economics with First Class Honours from the London School of Economics and Political Science.

Episode: 1/26/2018 @1:00 PM


Don Riley
Don Riley

Chief Investment Officer
Wiley Group
http://www.livemore.net/

As Chief Investment Officer Don provides oversight, management and monitoring of the firm's investments and helps guide the asset allocation and manager selection decisions for the firm's proprietary portfolio strategies.

Episodes: 1/19/2018 @1:00 PM, 10/14/2016 @1:00 PM


Dr. Wesley Gray
Dr. Wesley Gray

CEO
Alpha Architect
http://www.alphaarchitect.com/

After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes, ETF.com, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.

Twitter - @alphaarchitect

Episodes: 2/2/2018 @1:00 PM, 1/19/2018 @1:00 PM, 12/15/2017 @1:00 PM, 11/17/2017 @1:00 PM, 10/13/2017 @1:00 PM, 8/11/2017 @1:00 PM, 7/7/2017 @1:00 PM


Ryan Kirlin
Ryan Kirlin

Head of Capital
Alpha Architect
https://alphaarchitect.com/

Ryan is the Head of Capital Markets for Alpha Architect. He works to assist financial advisors and institutional clients in building ETF portfolios and finding investment portfolio solutions for their clients.

Ryan began his career at the New York Stock Exchange. As part of the Exchange Traded Fund Group, Ryan worked with ETF issuers to launch over 650 exchange traded funds, which makes up about 25% of the existing ETF market. He also assisted in building indexes for ETFs, participated on weekly calls with the SEC trying to get approval for innovative ETFs that fell outside the standard rules, and guided new ETF issuers through the process of taking an ETF to market.

He then transitioned to RevenueShares to be their Head of Capital Markets, which during his time grew from $450 million to $1.1 billion in assets under management and was eventually sold to the mutual fund company, Oppenheimer Funds. Ryan graduated with B.A. in economics from Fordham University.

Twitte(Show Full Bio)r -@RyanPKirlin

Episodes: 1/19/2018 @1:00 PM, 12/15/2017 @1:00 PM


Matt Topley
Matt Topley

Chief Investment Officer
Fortis Wealth
http://www.fortis-wealth.com

Matt has a unique, global perspective on investing that he gained from nearly two decades on the trading desk and from studying abroad. While doing his graduate work, he had the opportunity to explore the world, studying in Shanghai, Beijing, Toronto and Prague. Matt’s desire to make a positive difference, both in his clients’ lives and in the community, is evident both in and outside the office. In his free time, Matt is dedicated to many charitable organizations, devoting time and expertise, with a focus on helping inner-city schools and first-generation college students.

Matt sits on the Fortis Executive Committee and serves as Chair of the Fortis Investment Committee, overseeing the delivery of investment advice and strategy for our clients. A voracious reader and compassionate educator, he has the ability to interpret complex technical financial information and simplify it for the benefit of each of his clients.

Matt holds a Bachelor of Arts from Holy Family Universi(Show Full Bio)ty, an MBA from LaSalle University and a Master of Arts in Organizational Leadership from the University of Pennsylvania. He serves as Chairman of the Board for BLOCS and is the Investment Committee Chair for Holy Family University.

When asked what makes the Fortis investment philosophy stand apart from other wealth management firms, Matt shared:

“Our goal is to provide clients with an unbiased roadmap for investing, minimizing emotional influences and focusing on the factors that they — and we, together — can control.”

Twitter - @MattTopley

Episode: 1/19/2018 @1:00 PM


Graham Allison
Graham Allison

Douglas Dillon Professor of Government
Harvard Kennedy School
http://www.belfercenter.org

Graham Allison, the Douglas Dillon Professor of Government at Harvard University's Kennedy School of Government, was Director of Harvard's Belfer Center for Science and International Affairs from 1995 until July 2017. Allison is a leading analyst of U.S. national security and defense policy with a special interest in nuclear weapons, terrorism, and decision-making. As Assistant Secretary of Defense in the first Clinton Administration, Dr. Allison received the Defense Department's highest civilian award, the Defense Medal for Distinguished Public Service, for "reshaping relations with Russia, Ukraine, Belarus, and Kazakhstan to reduce the former Soviet nuclear arsenal." This resulted in the safe return of more than 12,000 tactical nuclear weapons from the former Soviet republics and the complete elimination of more than 4,000 strategic nuclear warheads previously targeted at the United States and left in Ukraine, Kazakhstan, and Belarus when the Soviet Union disappeared.

His late(Show Full Bio)st book, Destined for War: Can America and China Escape Thucydides’s Trap?, was published by Houghton Mifflin Harcourt in May 2017 and quickly became a national bestseller. His 2013 book, Lee Kuan Yew: The Grand Master’s Insights on China, the United States and the World (co-authored with Robert Blackwill), has been a bestseller in the U.S. and abroad. Nuclear Terrorism: The Ultimate Preventable Catastrophe, now in its third printing, was selected by the New York Times as one of the "100 most notable books of 2004." It presents a strategy for preventing nuclear terrorism organized under a doctrine of "Three Nos:" no loose nukes; no new nascent nukes; and no new nuclear weapons states. Dr. Allison's first book, Essence of Decision: Explaining the Cuban Missile Crisis (1971), was released in an updated and revised second edition (1999) and ranks among the all-time bestsellers with more than 450,000 copies in print.

As "Founding Dean" of the modern Kennedy School, under his leadership, from 1977 to 1989, a small, undefined program grew twenty-fold to become a major professional school of public policy and government.

Dr. Allison has served as Special Advisor to the Secretary of Defense under President Reagan. He has the sole distinction of having twice been awarded the Department of Defense's highest civilian award, the Distinguished Public Service Medal, first by Secretary Cap Weinberger and second by Secretary Bill Perry. He served as a member of the Defense Policy Board for Secretaries Weinberger, Carlucci, Cheney, Aspin, Perry, Cohen, and Carter. He currently serves on the Advisory boards of the Secretary of State, Secretary of Defense, and the Director of the CIA.

Dr. Allison was the organizer of the Commission on America's National Interests (1996 and 2000), a founding member of the Trilateral Commission, a Director of the Council on Foreign Relations, and has been a member of public committees and commissions, among them the Baker-Cutler DOE Task Force on Nonproliferation Programs with Russia, the IAEA’s Commission of Eminent Persons, and the Commission on Prevention of Weapons of Mass Destruction, Proliferation, and Terrorism.

Dr. Allison has served as a Director of the Getty Oil Company, Natixis, Loomis Sayles, Hansberger, Taubman Centers, Inc., Joule Unlimited, and Belco Oil and Gas, as well as a member of the Advisory Boards of Chase Bank, Chemical Bank, Hydro-Quebec, and the International Energy Corporation.

Dr. Allison was born and raised in Charlotte, North Carolina. He was educated at Davidson College; Harvard College (B.A., magna cum laude, in History); Oxford University (B.A. and M.A., First Class Honors in Philosophy, Politics, and Economics); and Harvard University (Ph.D. in Political Science).

Twitter - @GrahamTAllison

Episode: 1/12/2018 @1:00 PM


Perth Tolle
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 is quoted in various financial media. She is a member of Women in ETFs and serves on the Education Committee of Texas Wall Street Women.
Perth is a graduate of Trinity University with a Bachelor of Science in finance and marketing.

Twitter - @Perth_Tolle

Episode: 1/12/2018 @1:30 PM


Tamim Bayoumi
Tamim Bayoumi

Deputy Director in the Strategy, Policy, and Review Department; Author of "Unfinished Business: The Unexplored Causes of the Financial Crisis and the Lessons Yet to Be Learned"
International Monetary Fund (IMF)
https://blogs.imf.org/bloggers/tamim-bayoumi/

Tamim Bayoumi is a Deputy Director in the Strategy, Policy, and Review department of the International Monetary Fund and wrote Unfinished Business on a sabbatical as a Senior Fellow at the Peterson Institute for International Economics. After graduating from Cambridge University and earning a PhD in economics from Stanford he joined the IMF, where he has had a varied career, including leading the IMF’s work on the US and Canada, its World Economic Outlook publication, and being a major part of its team on Japan. He has also published extensively in academic journals, including a seminal paper in the mid-1990s on whether Europe was prepared for a single currency that identified a clear core of countries around Germany that were well-suited for a single money and a periphery that included Greece, Italy, Spain, and Ireland that was less well suited.

Twitter - @Tam_Bayoumi
Book - https://www.amazon.co.uk/Unfinished-Business-Unexplored-Financial-Lessons/dp/0300225636

Episode: 1/5/2018 @1:30 PM


Frederik Ducrozet
Frederik Ducrozet

Senior Economist
Pictet Wealth Management
http://perspectives.pictet.com/

https://www.linkedin.com/in/frederik-ducrozet-5729352/

Blog - http://perspectives.pictet.com/author/frederik-ducrozet/

Episode: 1/5/2018 @1:00 PM


Nikolai Roussanov
Nikolai Roussanov

Moise Y. Safra Associate Professor of Finance; Director of the Macro Finance Society
The Wharton School
https://fnce.wharton.upenn.edu/profile/nroussan/

Nikolai Roussanov is Moise Y. Safra Associate Professor of Finance at the Wharton School, University of Pennsylvania, and Research Associate at the National Bureau of Economic Research. His research focuses on areas of interaction between asset pricing and macroeconomics, ranging from equity to fixed income, currency, and commodity markets, to entrepreneurship and consumer financial behavior. His articles have been published in the Journal of Finance, the Quarterly Journal of Economics, the Journal of Financial Economics, the Review of Financial Studies, and Management Science, and won a number of prizes, including the 2015 AQR Insight Award. He currently serves on the board of directors of the Macro Finance Society and on editorial boards at the Journal of Finance and Journal of Monetary Economics. At Wharton, Prof. Roussanov has taught courses on Fixed Income Securities and Behavioral Finance.

Roussanov received an undergraduate degree in mathematics from Harvard College in 2(Show Full Bio)001 an d a Ph.D. in Finance from the University of Chicago in 2008.

Twitter - @macrofinsociety
Macro Finance Society - https://macrofinancesociety.org/

Episodes: 12/29/2017 @1:00 PM, 9/15/2017 @1:00 PM, 8/11/2017 @1:00 PM


Lu Zhang
Lu Zhang

Professor of Finance
The Ohio State University
https://fisher.osu.edu/people/zhang.1868

Dr. Lu Zhang is The John W. Galbreath Chair, Professor of Finance, at Fisher College of Business, The Ohio State University, as well as Research Associate at National Bureau of Economic Research and Associate Editor for Journal of Financial Economics and Journal of Financial and Quantitative Analysis. He is Founding President of Macro Finance Society, an international academic society devoted to advancing and disseminating high-quality research at the intersection of financial economics and macroeconomics. Before joining Ohio State in 2010, he taught at Stephen M. Ross School of Business at University of Michigan and William E. Simon Graduate School of Business Administration at University of Rochester. Dr. Zhang’s research focuses on asset pricing, in connection with macroeconomics, corporate finance, labor economics, and capital markets research in accounting. Dr. Zhang has published extensively at leading academic journals. One chapter of his doctoral thesis "The value premium" won (Show Full Bio)the Smith-Breeden Award for Best Paper for 2005 from American Finance Association and Journal of Finance. His financial research has been featured in prominent media outlets such as The Wall Street Journal, Bloomberg, and Shanghai Financial News. Dr. Zhang has extensive teaching interests and experience at the undergraduate, M.B.A., and Ph.D. levels. He has taught a variety of courses including Investment Management, Derivative Securities, Capital Markets and Investment Strategy, Corporate Finance, Empirical Methodology in Finance, Theory of Finance, and Advanced Asset Pricing. In 2015, he was voted the Outstanding Working Professional MBA Elective Faculty Award recipient at Fisher College of Business, The Ohio State University.

Twitter - @zhanglu_osu

Episodes: 12/29/2017 @1:30 PM, 10/13/2017 @1:00 PM


Andrew Lo
Andrew Lo

Charles E. and Susan T. Harris Professor of Finance
MIT Sloan School of Management
https://alo.mit.edu/

Andrew W. Lo is the Charles E. and Susan T. Harris Professor at the MIT Sloan School of Management and director of the MIT Laboratory for Financial Engineering. He received his Ph.D. in economics from Harvard University in 1984. Before joining MIT’s finance faculty in 1988, he taught at the University of Pennsylvania’s Wharton School as the W.P. Carey Assistant Professor of Finance from 1984 to 1987, and as the W.P. Carey Associate Professor of Finance from 1987 to 1988.

He has published numerous articles in finance and economics journals, and has authored several books including Adaptive Markets: Financial Evolution at the Speed of Thought, The Econometrics of Financial Markets, A Non-Random Walk Down Wall Street, Hedge Funds: An Analytic Perspective, and The Evolution of Technical Analysis. He is currently co-editor of the Annual Review of Financial Economics and an associate editor of the Financial Analysts Journal, the Journal of Portfolio Management, and the Journal of Comp(Show Full Bio)utational Finance.

His awards include the Alfred P. Sloan Foundation Fellowship, the Paul A. Samuelson Award, the American Association for Individual Investors Award, the Graham and Dodd Award, the 2001 IAFE-SunGard Financial Engineer of the Year award, a Guggenheim Fellowship, the CFA Institute’s James R. Vertin Award, the 2010 Harry M. Markowitz Award, and awards for teaching excellence from both Wharton and MIT.

Twitter - @AndrewWLo
Book site - https://press.princeton.edu/titles/10932.html
Amazon - https://www.amazon.com/Adaptive-Markets-Financial-Evolution-Thought/dp/0691135142/ref=sr_1_1?ie=UTF8&qid=1508960620&sr=8-1&keywords=Adaptive+Markets+Financial+Evolution+at+the+Speed+of+Thought

Episodes: 12/22/2017 @1:00 PM, 10/27/2017 @1:00 PM


Dr. Wesley Gray
Dr. Wesley Gray

CEO
Alpha Architect
http://www.alphaarchitect.com/

After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes, ETF.com, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.

Twitter - @alphaarchitect

Episodes: 2/2/2018 @1:00 PM, 1/19/2018 @1:00 PM, 12/15/2017 @1:00 PM, 11/17/2017 @1:00 PM, 10/13/2017 @1:00 PM, 8/11/2017 @1:00 PM, 7/7/2017 @1:00 PM


Ryan Kirlin
Ryan Kirlin

Head of Capital
Alpha Architect
https://alphaarchitect.com/

Ryan is the Head of Capital Markets for Alpha Architect. He works to assist financial advisors and institutional clients in building ETF portfolios and finding investment portfolio solutions for their clients.

Ryan began his career at the New York Stock Exchange. As part of the Exchange Traded Fund Group, Ryan worked with ETF issuers to launch over 650 exchange traded funds, which makes up about 25% of the existing ETF market. He also assisted in building indexes for ETFs, participated on weekly calls with the SEC trying to get approval for innovative ETFs that fell outside the standard rules, and guided new ETF issuers through the process of taking an ETF to market.

He then transitioned to RevenueShares to be their Head of Capital Markets, which during his time grew from $450 million to $1.1 billion in assets under management and was eventually sold to the mutual fund company, Oppenheimer Funds. Ryan graduated with B.A. in economics from Fordham University.

Twitte(Show Full Bio)r -@RyanPKirlin

Episodes: 1/19/2018 @1:00 PM, 12/15/2017 @1:00 PM


Reggie Browne
Reggie Browne

Senior Managing Director - ETF Group
Cantor Fitzgerald
http://www.cantoretfs.com/

Reginald M. Browne is a Senior Managing Director overseeing the Exchange Traded Funds business at Cantor Fitzgerald that facilitates about one trillion dollars in trades annually for global pension funds, asset managers, wealth managers and broker dealers. Mr. Browne has been prominently featured in major business publications, including a cover story in Bloomberg Markets, and regularly speaks at leading industry conferences.

Mr. Browne is widely known as “The Godfather of ETFs” because of his influence helping bring to market nearly 25% of the ETFs listed in the United States. ETFs, a basket of marketable securities that typically tracks an index and can be traded like stocks, now account for about 30 percent of the daily trading value on US Stock exchanges. Mr. Browne’s team is one of the biggest market makers in the ETF industry.

Mr. Browne has more than three decades of Wall Street experience. Prior to joining Cantor Fitzgerald, Mr. Browne was managing director, co-gl(Show Full Bio)obal head of the ETF Group at Knight Capital Group. Earlier he was a senior vice president and co-head of the ETF Group at Newedge USA, a division of Societe Generale and Credit Agricole CIB. He also worked at Susquehanna International and O’Connor and Associates, a predecessor firm of UBS.

Mr. Browne earned his Bachelor’s of Business Administration from La Salle University, where he currently serves as a trustee. He also is a trustee of The Pennsylvania Academy of the Fine Arts and McCarter Theater in Princeton NJ. In January 2015, Mr. Browne was appointed to the Equity Market Structure Advisory Committee advising the Securities and Exchange Commission on industry views on the future of US Equity Markets.

Episode: 12/15/2017 @1:00 PM


John Davi
John Davi

Founder & CIO
Astoria Portfolio Advisors LLC
http://www.astoriaportadv.com

John Davi has 18 years of experience spanning across Macro ETF Strategy, Quantitative Research & Equity Derivatives.

John was Head of Morgan Stanley’s Institutional ETF Content where he produced hundreds of strategy pieces over an 8-year period. It was a Multi-Asset job and involved developing ETF investment ideas to add alpha to investors’ portfolios.

While working for Morgan Stanley’s ETF Product Group, John frequently traveled across the world to meet with sophisticated Hedge Funds, Asset Managers, and Pension/Endowments. John’s ETF content was top ranked twice by Institutional Investor magazine under the Sales & Trading category, as well as by ETF.com. John assisted some of the biggest ETF Providers on New Product Development ideas and Product Strategy.
John began his career in 1999 doing research on ETFs in Merrill Lynch’s Global Equity Derivatives group when the product had only $100 bln AUM vs. over $3 trillion now. Within the Global Equity Derivatives g(Show Full Bio)roup, John was Head of the Delta-1 Research group where he produced several hundred research reports on ETFs, Futures, Options, and Indices.

John structured ETF model portfolio solutions as early as 2002 for both Merrill Lynch’s Institutional Investors and Financial Advisors where several billions of assets were raised. John’s team created numerous indices which were packaged into structured products and distributed into the firm’s Retail Division.

While John worked in the firm’s Global Equity Derivatives Research group, he was part of a team that was ranked top 3 by Institutional Investor magazine in 6 of his 8 years. He was the only member of the Global Derivatives Research team not to have a PhD, advanced mathematic degree, MBA, or CFA. John’s research lead to broker votes and increased trade allocation from the buy-side.

John was a Merrill Lynch Innovation Award Recipient where he was 1 out of 40 VPs globally chosen and received funding to launch a new business.

Between Morgan Stanley and Merrill Lynch, John spent 4 years on a Global Derivatives Desk where he structured a broad array of derivative solutions for many of the world’s largest Asset Managers, Hedge Funds, and ETF providers.

In 2017 John founded Astoria Portfolio Advisors, an investment advisor that specializes in the construction, management and sub-advising of low-cost, ETF Managed Portfolio Solutions. The firm utilizes a comprehensive list of macroeconomic models and cross asset risk indicators as well as the firm’s deep quantitative portfolio construction background with the goal of providing better risk adjusted returns across varying economic cycles.

John graduated with honors from Hofstra University. He interned 35 hours a week in while finishing his last year of school for Merrill Lynch’s Global Equity Derivatives Research group. John also worked 25 hours a week as an Investment Strategist for Dreyfus while finishing his junior year at Hofstra.

John sits on various boards, is active in his community, spends a lot of time mentoring aspiring finance professionals, and works with several non-profit organizations. John is an avid reader of Investment books and has read over 50 in total. His favorite is ‘The Most Important Thing’ by Howard Marks.

Twitter- @AstoriaAdvisors
LinkedIn - https://www.linkedin.com/in/john-davi-93414510/

Episodes: 12/8/2017 @1:00 PM, 7/28/2017 @1:00 PM


Bruce Lavine
Bruce Lavine

Senior Strategy Advisor; Board Member of WisdomTree
Astoria Portfolio Advisors
http://www.astroiaadvisors.com

Mr. Lavine is currently a Senior Strategy Advisor to Astoria Portfolio Advisors, an asset management firm that implements sophisticated institutional portfolio management strategies with ETFs for a variety of different client types. Prior to that, he was the CEO of 55 Capital, a similarly focused ETF centric firm. From August 2012 to February 2016, he served as our Vice Chairman (non-executive), and from May 2006 until August 2012 as our President and Chief Operating Officer. From 1998 to 2006, he was employed by Barclays Global Investors, an asset management firm, in the following positions: from 1998 to 1999, he served as Director, Financial Planning, Global Finance; from 1999 to 2003, he served as Chief Financial Officer, Director of New Product Development, U.S. iShares and Individual Investor Business; and from 2003 to May 2006 he served as Head of iShares Exchange Traded Funds, Europe. From 1995 to 1998, Mr. Lavine served as the Manager of Business Planning at Sequel, Inc., a co(Show Full Bio)mputer hardware services company. From 1991 to 1994, Mr. Lavine was employed by Bristol-Myers Squibb Company, a pharmaceutical company, first as a financial associate and then as a senior treasury analyst. Mr. Lavine received a B.S. with distinction in Commerce and an M.B.A. in Finance from the University of Virginia. Mr. Lavine is a Chartered Financial Analyst.

Episode: 12/8/2017 @1:30 PM


Mike Philbrick
Mike Philbrick

President & Portfolio Manager
ReSolve Asset Managment
http://www.investresolve.com

Mike has over 25 years of experience in investment management, including nine years as a Portfolio Manager. He is currently one of the Portfolio Managers for the ReSolve Adaptive Asset Allocation Fund, the Horizons Global Risk Parity ETF, and ReSolve's managed accounts. Prior to co-founding the ReSolve in 2015, Mike was a Portfolio Manager at Dundee Private Wealth, Richardson GMP and Macquarie Private Wealth. Mike also served as Branch Manager at Scotia McLeod, Richardson GMP and Macquarie Private Wealth. Mike is co-author of the book “Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times – And Bad” (Wiley, 2016), and many investment related articles and whitepapers. Mr. Philbrick graduated from Carlton University with a degree in Economics, and has earned both Chartered Investment Manager® and Accredited Investment Fiduciary® credentials.

Twitter - @MikePhilbrick99

Episodes: 12/1/2017 @1:30 PM, 3/4/2016 @1:30 PM


Nick Chamie
Nick Chamie

Chief Investment Officer, International Wealth Management
Scotiabank
http://www.scotiabank.com/

Nick Chamie holds the position of Chief Investment Officer, International Wealth Management at Scotiabank, responsible for developing the global investment strategy and asset allocation process for clients across global equities, fixed income, commodities and currencies. Previously, he held the position of Global Head of FX Strategy & Emerging Markets Research at a major global investment bank, focussed on investment strategy research for 17 years. He and his team were ranked #4 in the world by institutional investors for best emerging markets research in the 2009 Euromoney poll. In addition to his time in research, Mr. Chamie was the Global Head of Emerging Markets Fixed Income trading from 2000 to 2006. Mr. Chamie has worked in the National Forecasting group of the Conference Board of Canada, and has carried out econometric research in the Special Studies division of the Bank of Canada. He holds a Master’s degree in Economics and is a CFA charterholder since 1997. Mr. Chamie has been(Show Full Bio) widely quoted in the press (Financial Times, Wall Street Journal, etc.) and has been a guest on all of the major television business news channels (CNBC, Bloomberg, BNN, etc.) over the past 20 years. As well, Mr. Chamie has been a speaker at CFA conferences and an invited expert advisor to some of the world’s largest investors including central banks, sovereign wealth funds, pension funds, insurance companies, mutual funds / asset managers, hedge funds, corporations and ultra-high net worth individuals.

Episode: 12/1/2017 @1:00 PM