Partner, Senior Vice President /Client Service and Marketing, Axiom Investors, 2016-Present Principal & Head of Sales, Rainier Investment Management, Inc., 2007-2016 Senior VP, Head of Sub-Advisory and National Accounts, US Trust, 2003-2007 Director, Head of Sub-Advisory, Deutsche Asset Management, 1999-2003 VP, Business Manager for Equity Businesses, Bankers Trust, 1995-1999 Operations Manager, Bankers Trust, 1993-1999 Senior Consultant, Price Waterhouse Management Consulting, 1991-1993 Vice President, Citibank, 1987-1991 Manager, Mutual Fund Accountants, Bradford Trust Company, 1983-1987 B.S., Economics, State University of NY at Albany
Senior Investment Director, Global Business Development
David Baeckelandt Senior Investment Director, Global Business Development
Prior to joining Cambridge Associates, Mr. Baeckelandt was a business leader at Mercer Investment Consulting and set up and ran the Japan office of William Blair & Co. He has been in the institutional investment management sales industry since 1988. Mr. Baeckelandt is a graduate of the University of Illinois where he earned both his B.A. and M.A. in History.
Rob Balkema, CFA Head of Multi-Asset Solutions, North America
Rob has primary responsibility for managing Russell Investments’ US Retail and Institutional Multi-Asset Solutions, including the firm’s traditional target risk balanced funds, outcome oriented portfolios, target date, and investment outsourcing mandates. In this role, he leads the team which integrates the firm’s equity, fixed income, real asset, and alternatives capabilities globally. He is tasked with creating strategic asset allocations for the portfolios, selecting managers or passive alternatives to populate asset classes, integrating the firm’s capital market insights, and positioning the total portfolio in order to help clients achieve their objectives. Rob has deep experience researching and managing both traditional and non-traditional assets from his 14 years in the industry, all of which are with Russell Investments.
Previously, Rob was a senior analyst in the investment process and risk group for the investment division at Russell Investments. In this role, Rob focused on improving the measurement, evaluation, and enhancement of Russell’s portfolio management practice.
From 2006 until 2009, Rob was a member of the global equity team in multiple capacities. He was responsible for evaluating asset management firms worldwide that offer global, international and emerging market equity mandates and supported portfolio managers in the structuring and monitoring of Russell’s global equity strategies.
Rob holds a B.A. in Economics from Harvard College and is a member of the CFA® Society of Seattle. He also previously served on the board of Covenant House NY, a non-profit organization charged with serving NY homeless youth.
Nimar Bangash AVP, Product Management & Development
Nimar Bangash leads AGF’s Product Management & Development team. He is responsible for overseeing and evolving AGF’s investment product offerings across all regions and product types. In his role, Nimar leads new investment product development efforts as well as enhancements to existing investment strategies. Prior to joining AGF, Nimar was responsible for leading product and program strategy at CIBC Investment Consulting Services, one of the largest separately managed account programs in Canada. Nimar holds a B.A. in Economics from Wilfrid Laurier University, a Master of Finance from Queen’s University and the CAIA® and CIM® designations.
Anne Banks is the Principal and founder of gr8 communications LLC—an independent consulting firm that specializes in developing marketing strategy and communications solutions for institutional money managers. Prior to establishing gr8 communications in 2006, Anne was Senior Vice-President of International Marketing for a leading global equities manager, Bank of Ireland Asset Management (“BIAM”). She was responsible for designing and implementing the marketing and communications strategy for BIAM’s international operations in the U.K., Germany, Japan, Australia, the U.S. and Canada (AUM $40bn+.)
Anne has a B.A. Economics (magna cum laude) from the University of Dublin, Trinity College. She also holds the Certified Diploma in Accounting & Finance (Bronze Medal Winner) from the Association of Chartered Certified Accountants, and the CFA Institute’s Investment Foundations® Program. Anne is currently a member of 100 Women in Finance (formerly 100 Women in Hedge Funds) and was a member of its Connecticut Education Committee From 2007-2011. Anne was an active member of PAICR from 2010 to its dissolution in 2019, and served as a member of its Board of Directors from 2013-2015.
Rayman Bovell, CFA Head of Wealth Portfolio Management
HSBC Global Asset Management (USA)
Mr. Bovell manages the Wealth Portfolio Management team in New York and is primarily responsible for developing the asset allocation in HSBC’s US multi-asset investment solutions and researching third party investment managers. He joined HSBC Global Asset Management (USA) Inc. in 2008 after having worked in the industry since 2001. Prior to joining HSBC, Mr. Bovell was an Analyst at Merrill Lynch and was responsible for researching US equity managers, where he worked since 2005. Previous to that he worked at Lehman Brothers as a Financial Adviser, where he joined in 2001. Mr. Bovell started his career as a Technical Specialist at Pfizer and manufactured oral and intravenous products. Mr. Bovell holds a Bachelors of Science degree from Columbia University in Chemical Engineering and an MBA from the Ross School of Business at the University of Michigan. He is a Chartered Financial Analyst and a member of the CFA Society New York and the CFA Institute. Mr. Bovell is a member of the Investment Committee for Columbia Engineering Alumni Association and served as a Board Member from 2005 to 2018 and Chair of the Investment Committee from 2008 to 2018.
Former Head of Capital Markets & Strategy, Senior Portfolio Manager
Robert Boyda Former Head of Capital Markets & Strategy, Senior Portfolio Manager
Manulife Asset Management
Robert Boyda is the former head of Capital Markets and Strategy, senior portfolio manager, and co-head of the asset allocation team at Manulife Asset Management. Bob was responsible for capital markets strategy including all economic and forward-looking asset class views. During his 24 year tenure, Bob pioneered the development and growth of the firm’s manager due diligence processes, and over US $100bn in asset allocation solutions for individual and institutional investors in the US, Canada, and Asia.
Jayson Bronchetti is President of Lincoln Investment Advisors Corporation (“LIAC”) and SVP, Head of Funds Management for Lincoln Financial Group. In this role, he is responsible for the leadership and strategic direction of Lincoln’s $150 billion mutual fund platform. His team of portfolio managers, research analysts, client investment strategists, and business management professionals are focused on due diligence of sub-advisors, portfolio construction, asset allocation, and development of equity, fixed income, and alternative investment funds. Jayson is Chair of the LIAC Investment Committee and the primary liaison between LIAC and the Board of the Lincoln Variable Insurance Product (“LVIP”) Trust, of which he is also President.
Jayson is also responsible for the oversight of Lincoln’s $70 billon General Account Public Corporate Bond portfolio. In this capacity, he leads a team of portfolio managers and analysts in the development and execution of Lincoln’s long-term investment strategy, portfolio construction, active credit risk management, and trading activities.
Prior to assuming his current responsibilities, Jayson was Head of Manager Selection & Investment Research for LIAC. He joined Lincoln in 2013 as Portfolio Manager of Alternative Investments and Private Debt Strategies for Lincoln’s General Account. In that role, he also provided broad based asset class expertise and thought leadership for Lincoln’s overall General Account investment strategy. Before joining Lincoln, Jayson was Executive Director of Debt Capital Markets for J.P. Morgan in New York. He has also held positions in private equity, fixed income asset management, credit research, and trading with Macquarie Investments and Bank of America.
Mr. Bronchetti currently serves on the Board of Directors of Millennium Capital & Recovery Corporation as well as CITRS, Inc., a 501(c)(3) charitable organization focused on the advocation of character education and development. He is also a founding Chapter Executive of the Chartered Alternative Investment Analyst (“CAIA”) Society of Philadelphia.
Jayson received his bachelor’s degree in finance, with a minor in economics, from Miami University in Oxford, Ohio. He is also a graduate of the Executive Development Program at the Wharton School of the University of Pennsylvania. Jayson is a member of the CFA Society of Philadelphia, and holds his Series 7, Series 79, and Series 63 securities licenses.
He resides in Swarthmore, Pennsylvania with his wife Erin Todd Bronchetti Ph.D. and their five children.
James Carpenter Director and Client Portfolio Manager
Barrow, Hanley, Mewhinney & Strauss
23 Years of Industry Experience
Mr. Carpenter joined Barrow Hanley in 2015 from Russell Investments, where he served as a portfolio manager for several multi-manager funds across the firm's international and global equity strategies. Previous to this role, Mr. Carpenter was head of the firm's global equity manager research team. Prior to his nearly 18-year tenure at Russell Investments, Mr. Carpenter served as an auditor at Ernst & Young LLP. He graduated from Brigham Young University with both a Bachelor's and Master's degree in Accounting. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.
Senior Vice President and Deputy Chief Investment Officer
Alwi Chan Senior Vice President and Deputy Chief Investment Officer
AXA Equitable Funds Management Group
Alwi Chan is the Deputy Chief Investment Officer of 1290 Asset Managers. Mr. Chan is head of 1290 Asset Manager's Portfolio Analytics team. Mr. Chan joined AXA Financial in June 1999, having previously worked at D.E. Shaw & Co. and Arthur Anderson. He holds a Bachelor of Economics from Trisakti University in Jakarta, Indonesia and an MBA from Tulane University. Mr. Chan is a CFA® charterholder.
Josh Charlson, CFA, is a director, manager selection, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. Charlson provides fiduciary services for retirement plans and is responsible for selecting and monitoring portfolio managers and mutual funds. He specializes in target-date, alternative, and domestic equity asset classes. Previously, Charlson was a director of manager research focused on alternatives research for Morningstar. And prior to that, Charlson was a strategist for the multi-asset team.
Charlson holds a bachelor’s degree from the University of Michigan, as well as a master’s degree and doctorate from Northwestern University. He also holds the Chartered Financial Analyst® designation.
Association of Asian American Investment Managers (AAAIM)
Association of Asian American Investment Managers (AAAIM)
Brenda is a Director at Paladin Capital Group a leading venture and growth investment firm based in Washington, DC. Her responsibilities include identifying and developing new opportunities for Paladin in the areas of LP relationships, investments, co-investments and exits.
From 2007 until 2012, Brenda was the first President of the Association of Asian American Investment Managers (www.AAAIM.org), an organization that brings together institutional capital and qualified Asian American investors across major asset classes to conduct business and build alliances. She played a major role in fostering the organization's key relationships with U.S. public pension funds, endowments, foundations and Asian sovereign wealth funds. Brenda is the current Board Co-Chair for the organization.
While attending business school at Harvard, Brenda developed the strategy and market approach to commercialize a proprietary technology for reconfigurable computing developed at MIT. The company, Silicon Spice, was funded by Kleiner Perkins, Cisco Systems and New Enterprise Associates, among others. Broadcom acquired Silicon Spice in 2000.
Brenda has broad U.S. and international experience developing and executing business, marketing, and operational strategies for emerging and established companies. She served as a case leader with The Boston Consulting Group in Boston and a project manager for Accenture in Asia and Europe. Brenda has worked abroad extensively in Singapore, London and Jakarta.
She holds a B.S. degree in Computer Science, graduating at the top of her year with First Class Honors from National University of Singapore, and an MBA from the Harvard Business School. She is fluent in Cantonese, Mandarin and Bahasa Indonesia.
Mike Christiansen, CFA, CFP® Team Leader - Equity, Investment Manager Research
Mike Christiansen leads the global equity team within Edward Jones' Manager Research. The team is responsible for investment selection, monitoring, and due diligence for all equity managed investments. He started with Edward Jones in 2000 holding positions in trading and the firm's SMA program before joining Manager Research in 2007. As an analyst, he covered a broad number of asset classes including fixed income, equity, and real estate strategies. Christiansen earned a bachelor’s degree and an MBA from Maryville University in St. Louis. In addition, he earned the Chartered Financial Analyst designation in 2007 and the CFP® Certification in 2019.
Brandi Colander is a Principal at The Raben Group, a national public affairs and strategic communications firm. Her work at The Raben Group includes supporting a range of clients and the Diverse Asset Managers Initiative, an effort dedicated to creating a more inclusive culture in the financial services industry as it relates to asset managers. Colander was a former Deputy General Counsel and Deputy Assistant Secretary during the Obama Administration and resident of the District of Columbia. She serves as the Board Chair of the DC Green Bank which accelerates the deployment of clean energy, energy efficiency and resilient design for the nation’s capital.
Stephane Corsaletti is the Chief Investment Officer of Allfunds Group. He’s based in Luxembourg.
Until last year he was the CEO (and founder in 1998) of ABN AMRO Investment Solutions, the asset management arm of ABN AMRO Private Banking. He was also a Managing Director of ABN AMRO Bank (from 2007 onwards) as well as the Chairman of the Board of the ABN AMRO Funds SICAV that he created in 2001. After having started his career as an economist at the OFCE, a French think-tank belonging to the state-owned “Fondation Nationale des Sciences Politiques”, Stephane was until 1998 the Chief Economist and Strategist of Neuflize OBC, a leading private bank in France.
He was also a lecturer in Macroeconomics and Finance at Paris University (La Sorbonne and Dauphine). Stephane holds two Master’s degrees, in Economics and Business Administration, as well as a post-graduate diploma in Banking and Finance from La Sorbonne. He previously seat at the Board of the French Asset Management association (AFG).
Philip Didio is an absolute return Portfolio Manager for SECOR Investment Advisors. Prior to SECOR, Philip was Director of Research at Summit Private Investments, a fund of hedge funds. Before that, Philip managed hedge fund research and was the portfolio manager for Oppenheimer & Co.’s proprietary fund-of-funds. Philip has additional related experience at FRM Americas, a $13 billion fund-of-funds company, where he headed a team responsible for finding, recommending and monitoring relative value managers. Philip spent the earlier part of his career as a convertible bond portfolio manager for General Motors Asset Management and a quantitative analyst with Merrill Lynch. He has authored a chapter for a hedge fund compendium published by Euromoney. Philip received a B.A. in Mathematics and Philosophy of Science from the University of Pennsylvania and an M.A. in Statistics from the University of California at Berkeley.
Director of Financial Institutions and National Accounts
James Dunham Director of Financial Institutions and National Accounts
William Blair Investment Management
James Dunham is the Director of Financial Institutions and National Accounts (FINA) at William Blair Investment Management. Based in New York, he’s responsible for the firm’s relationships with financial institutions and the sub-advisory market. James has 25 years of experience in the investment management industry with expertise across the full spectrum of strategies, clients, and geographies.
Before joining William Blair, he was Managing Director and Global Head of Sub-Advisory at Perella Weinberg Partners. Before that, he served as Vice President in the Investment Management Division of Goldman Sachs & Co. Previously, he was Managing Director and Head of Sub-Advisory at Principal Global Investors in New York. Jamie spent six years at Bankers Trust and Deutsche Bank in Australia before joining Principal in the United States in 2000.
He is a graduate of the University of South Australia where he holds both a Bachelor of Business Degree majoring in Banking and Finance and an Associate Diploma of Business with a major in Credit Management. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7 Securities License, the Series 63 Securities Agent Law License and the Series 3 Commodity Futures License.
James is a regular speaker at industry conferences and has been a guest on Bloomberg TV. He’s also a former Chairman of Financial Research Associates Sub-Advised Funds Forum. Outside of work, he’s married with two children, has completed over 30 marathons and is a four-time Ironman Triathlete.
William Blair is a premier global boutique with expertise in investment banking and investment management. The investment management business manages $56 billion in assets across U.S equity, non-U.S equity, fixed income, multi-asset and alternatives.
David Eisenberg is a Managing Director at Cambridge Associates. Based in Boston, he serves as an Outsourced Chief Investment Officer (OCIO). David serves pension clients in both fully discretionary and non-discretionary assignments. With over 35 years of investment experience, David has worked with corporate, public, union, and not-for-profit pension plan sponsors, and other multi-asset investors. His investment experience includes both defined benefit and defined contribution investment programs.
Previously, David served as North America Director of Client Consulting and as Senior Portfolio Manager at Mercer, as well as Chief Equity Officer at John Hancock Advisors and Portfolio Manager at Trinity Investment Management. He has also held leadership roles at Meketa Investment Group and NEPC. David is a regular speaker at investment industry conferences.
His recent speaking topics have included evaluating, selecting, and managing sub-advisors, investment governance, the integration of environmental, social and governance (ESG) investment factors with decision making, and other topics directly impacting the pension industry.
Kimberly Flynn serves as Managing Director at XA Investments, a wholly-owned subsidiary of XMS Capital Partners. She is a partner in the firm and responsible for all product and business development activities. Kim created the alternative registered trust platform at XA Investments working in partnership with independent subadvisers representing best-in-class alternative investment managers. Previously, Kim was Senior Vice President and Head of Product Development for Nuveen Investments’ Global Structured Products Group. In her 11 years at Nuveen, she helped developed over 40 closed-end funds raising ~$13 billion in capital. In her leadership role at Nuveen, Kim was responsible for asset raising activities through the development of new traditional and alternative investment funds including CEFs, ETFs, UITs and commodity pools.
Kim received her MBA degree from Harvard University, where she was a William J. Carey scholar and President of the HBS Volunteers. Before attending Harvard Business School, Kim spent three years working in Morgan Stanley’s Investment Banking Division (1999-2002) in their Chicago office. She earned her BBA in Finance and Business Economics, summa cum laude, from the University of Notre Dame in 1999 where she was a valedictorian candidate, Rhodes Scholar Finalist and the first recipient of the Paul F. Conway award given to a senior in the Department of Finance who embodies Notre Dame’s tradition of excellence and who enriches the ideals of the university. Kim earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Chicago. Kim currently serves on the Board of the Women in ETFs Chicago chapter as head of the mentorship committee and on the Advisory Board for Youth Guidance’s program Becoming A Man (BAM). Kim is a frequent volunteer with Magnetar Youth Investment Academy. Kim with her husband Leo, son Teddy (13yrs) and daughter Rose (10yrs) live in Lincoln Park, Chicago.
Dr. Steve Freedman, Senior Product Specialist of Pictet Thematic Equities, is also an Adjunct Assistant Professor at NYU, where he currently teaches a course on Environmental Finance.
Stephen joined Pictet Asset Management in 2019. Before joining Pictet, Stephen was at UBS Wealth Management, where he most recently served as head of Sustainable Investing Solutions for the Americas, based in New York. Prior to that he served in various Investment Strategy roles, including head of Thematic Investing Strategy and head of Tactical Asset Allocation. He started his career with UBS in Zurich in 1998 as an economist and public policy analyst.
Stephen holds a PhD and a Master in economics from the University of St. Gallen. He is a CFA charterholder and earned the FRM designation from the Global Association of Risk Professionals
Mr. Garalov joined Transamerica in 2014 as a Senior Investment Analyst. He focuses on domestic equity and alternative strategies. Previously he worked as a Director of Investment Research for Waypoint Advisors, a multi-family RIA based in Virginia. Rufat was responsible for investment research and due diligence and led the investment committee's selection of managers across major asset classes. Rufat has prior experience working in internships for Procter & Gamble Eastern Europe, Inc., and British Petroleum. Rufat holds a Bachelor’s Degree with Honors in International Business from the Azerbaijan State University of Economics. He received his MBA with a concentration in Finance from Old Dominion University and has earned the right to use the Chartered Alternative Investment Analyst (CAIA) and Chartered Financial Analyst (CFA) designations. Mr. Garalov has thirteen years of investment experience.
Adam Jordan, CIMA, AAMS
Director of Investments / CCO, Registered Principal
Adam Jordan, CIMA, AAMS Director of Investments / CCO, Registered Principal
Paul R. Ried Financial Group
As Director of Investments at Paul R. Ried Financial Group, Adam’s responsibilities include developing, implementing and monitoring client portfolios. This includes designing the overall asset allocation strategies, conducting in-depth market analysis and investment manager due diligence. Also, as Chief Compliance Officer, Adam carries out supervisory and compliance responsibilities. He has been with the firm since 2002.
Adam earned the Certified Investment Management Analyst designation which included an educational component administered through The Wharton School of Business and also earned the Accredited Asset Management Designation through the College for Financial Planning. In addition, he holds FINRA Series 7, 24, 53, 63 & 65 licenses. Adam is also a member of the Association of Professional Fund Investors (APFI).
Philip Kalus is founder and managing partner of accelerando associates, a boutique consultancy exclusively advising asset managers worldwide on all aspects of European fund distribution, client engagement, communication and proposition management. Philip has more than 27 years of experience in the asset management industry internationally. Before setting up accelerando associates in 2004, Philip worked in European fund sales in London as well as in investment manager selection and portfolio management in Germany. He has published numerous articles in the European asset management media and is a recognized thought leader on European fund distribution.
Hooman is the Global Chief Investment Officer for Mercer's Delegated Investment Solutions business. Hooman leads a team of investment professionals who are responsible for developing and implementing all aspects of the fiduciary investment process, including investment strategy, asset allocation and de-risking, fund manager selection, monitoring and blending as well as portfolio implementation.
Hooman has been in his current role since 2017 having previous been the European CIO for Mercer’s Delegated Investment Solutions business since 2006 when he joined Mercer to help set up this business in Europe. Prior to that, Hooman was Chief Investment Officer at one of Ireland's largest financial services companies whose investment division he joined in 1990. He has held various investment roles, including Portfolio Manager and Head of Quantitative Investments, prior to becoming CIO.
Hooman graduated from Trinity College Dublin in 1986 with an honours degree in microelectronics engineering. He then worked in the research and development laboratories of Philips in Eindhoven, the Netherlands. He left Philips in 1989 to complete an honours MBA degree in 1990 at Trinity College Dublin. Hooman also holds an MSc master’s degree with honours from Dublin City University in investments and treasury management, which he gained in 1993. He has also lectured on investment management subjects on that programme.
Anoop leads the public equity, private equity, and equity-related alternative beta manager research team at SECOR Asset Management. He has over 20 years of investment management industry experience, including time at IBM Retirement Funds as the head of global equities, SEI Investments and General Motors Asset Management. Anoop holds a BS in Electrical Engineering from Birla Institute of Technology & Science, Pilani, India and an MBA and MS from New York University.
Matt Kummell is a Director and Citi’s Head of Business Advisory Services for North America. The Business Advisory Services team conducts primary research across investors and investment managers and publishes thought leadership pieces focused on the evolution of the industry. These findings are used as the foundation for strategic consulting services that help individual clients address gaps or problem areas in their own organization.
In addition to his role on the Business Advisory team, Matt is a member of the Advisory Board for Citi’s Banamex Afore (Pension), the second largest Afore in Mexico with over $30 billion (US) in assets.
Prior to joining Citi, Matt held a variety of strategic and leadership roles in the hedge fund industry, spanning diverse topics including investment talent assessment and development, product development, and expansion into adjacent businesses. Matt spent time as a Case Team Leader at Bain & Company in Boston after earning an MBA from the Tuck School of Business at Dartmouth.
York Lo, CAIA, CIMA
Head of Institutional and Retirement Product Development
York Lo, CAIA, CIMA Head of Institutional and Retirement Product Development
John Hancock Investment Management
York Lo is the head of institutional and retirement product development at John Hancock Investments where he has served in manager research and product development roles for the past decade. He was instrumental in the launch of the firm’s ETF business in 2015 and has been responsible for the manager selection and launches of many of the firm’s mutual fund products. He has over 20 years of experience in the asset management industry in the US and Asia. He received his BSBA from Boston University Questrom School of Business and MBA from MIT Sloan School of Management and is a CAIA and CIMA charter holder. He is involved in two ERGs for professionals of color at John Hancock and has served a mentor for the firm’s MLK Summer Scholars program. Outside of his firm, he is currently involved in the formation of the DEI committee for the CAIA Association and two industrywide initiatives to bring underrepresented students into the investment industry.
Investor Advisory Group (IAG) Chair Sustainability Accounting Standards Board (SASB)
Eivind Lorgen is the CEO of Nordea Investment Management North America, Inc. Nordea actively manages about $ 270 billion. He is a founding member of the Sustainability Accounting Standard Board (SASB) Investor Advisory Board and the former head of Nordea Asset Management’s Manager Selection Unit.
He holds a BSBA and Master Degree from Denver. He also played varsity soccer for DU. His Executive Management degrees are from IMD, Switzerland and from The London Business School.
Eivind received the Reiman Distinguished Alumni Award in 2016. Eivind maintains a home in New York and Denver.
Laura Lutton is head of asset management solutions for Morningstar, Inc., where she leads sales- and product-development strategies for Morningstar’s asset manager client segment.
Before assuming her current role in 2019, Lutton was the North American practice leader, manager research, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. There she directed the firm’s manager research analyst teams in the United States and Canada.
Lutton was a leader on the Manager Research team for more than a decade, previously heading asset-class teams, as well as the firm’s parent research and ratings on mutual fund firms. Lutton helped develop Morningstar’s Analyst RatingTM methodologies for mutual funds, separately managed accounts, collective investment trusts, target-date series, and 529 college savings plans. She is also a founding member of Morningstar’s Women’s Initiative.
Lutton joined Morningstar in 1999 as an equity analyst and moved to the fund research team in 2001. Before joining Morningstar, Lutton was the Chicago bureau chief for American Banker.
Lutton holds a bachelor’s degree in government and international studies from Colby College and a master’s degree from Northwestern University’s Medill School of Journalism.
Kevin D. Mahn is the President and Chief Investment Officer of Hennion & Walsh Asset Management, Mr. Mahn is responsible for all of the Wealth and Asset Management products and services offered at the Firm including the portfolio creation and portfolio supervision of the various portfolio strategies within the SmartTrust® series of Unit Investment Trusts (UITs). Mr. Mahn also was the Portfolio Manager of the family of SmartGrowth® Mutual Funds.
Prior to Hennion & Walsh, Mr. Mahn was a Senior Vice President at Lehman Brothers where he held several senior management positions, including CAO of the High Net Worth Product and Services group within Lehman’s Wealth and Asset Management division as well as COO of Lehman Brothers Bank, during his eleven year tenure with the Firm.
Mr. Mahn received his Bachelor's degree in Business Administration from Muhlenberg College and his M.B.A. in Finance from Fairleigh Dickinson University. Mr. Mahn has also served as an adjunct professor at Fairleigh Dickinson University within the Department of Economics, Finance and International Business.
Interviews with, as well as byline articles and insights from, Mr. Mahn have appeared in/on CBS News, Fox News, CNBC, Fox Business News, Bloomberg, Wall Street Journal, Forbes, Yahoo! Finance, Reuters and more.
Christa Maxwell Head of Marketing and Distribution
Christa is the Head of Marketing and Business Development for Acuitas Investments. Christa oversees and executes on the strategic plan to increase visibility and exposure of Acuitas’ offerings to the investment community.
Prior to joining Acuitas, Christa was the Director of Business Development for Kennedy Capital Management where she was responsible for marketing the firm’s U.S. equity strategies to institutional consultants and investors. She also worked at Westwood Management Corporation focusing on business development within the western U.S. She began her career with Thornburg Investment Management and spent over 10 years with the organization where she oversaw various regions and was responsible for client service, consultant relations, and business development.
Christa earned her BBA in Finance from the University of New Mexico’s Anderson School of Management. She holds her Series 7 and 66 and is a CFA charterholder. Christa currently serves on boards for the University Health System (San Antonio), the CFA Society San Antonio and the Association of Investment Management Sales Executives (AIMSE).
Paul Mikelson Vice Presidnet, Multi-Manager Investment Solutions
Columbia Threadneedle Investments
Paul supports the subadvised fund, multi-manager and asset allocation products within Columbia Threadneedle Investments, an affiliate of Ameriprise Financial. His responsibilities include relationship management, negotiating agreements, supporting the subadviser/investment manager selection process, due diligence, creating and maintaining subadvisory policies and procedures, operational on- and off-boarding, reporting and fund board presentations. There are 32 subadvised funds and 39 subadvisers within the Columbia Fund Family, with assets under management of approximately $50 billion. Paul is the chair of Columbia Threadneedle Investments’ subadviser management committee. He works with colleagues from Ameriprise Financial’s retail broker/dealer and life insurance affiliate, RiverSource Life Company, regarding their asset allocation products. He has supported the subadvised funds since 2006.
Paul has held a variety of roles at Ameriprise Financial, covering such products as non-proprietary mutual funds, 529 plans, variable annuities, insurance and alternative products, such as non-traded REITs and funds-of-hedge funds. Prior to joining Ameriprise Financial, Paul was an attorney, primarily representing small businesses. Paul has nearly 20 years of financial services experience.
Paul received his B.S. in journalism from the University of Kansas and his J.D. from Creighton University.
Niall is the CIO for MGIE. He is responsible for the design, implementation and ongoing management of Mercer Investment Management's range of Fund Investment solutions in Europe, whether provided to Multi-Client Funds, Single Client Funds or other implementation platforms. He is also responsible for the Discretionary Management services that we provide to clients such as DDS.
Niall graduated from Trinity College Dublin in 1997 with a Gold Medal & First Class Honours in Mathematics. In 2002 he completed an Honours MSc from Dublin City University in Investments and Treasury Management in which he finished in first place.
Michael Paciullo Head of Operational Due Diligence
Wells Fargo Investment Institute
Michael Paciullo is a Research Director for Global Manager Research (GMR), a division of Wells Fargo Investment Institute. The GMR team conducts investment and operational due diligence on the third-party money managers used throughout Wells Fargo’s brokerage, private banking, family wealth, and retirement businesses.
In his role, Mr. Paciullo oversees the operational due diligence function in GMR. Prior to joining Wells Fargo, Mr. Paciullo was Director of Operations at The Archstone Partnerships, a fund of hedge funds located in New York City.
Michael holds an M.B.A. in Finance from Columbia University School of Business and a B.S. in Industrial Engineering from Columbia University School of Engineering.
Partner & International Business Leader, Wealth Management & E&F; European Business Leader, Sentinel
Amit Popat Partner & International Business Leader, Wealth Management & E&F; European Business Leader, Sentinel
Amit has over 10 years experience at Mercer where he was initially responsible for the strategy and growth of Mercer's Fiduciary Management business in Europe. Subsequently he was based out of Singapore where he was the Regional Business Leader for the Fiduciary Management business within the Growth markets (Asia, Ex. Japan, Middle East, Africa, and Latin America).
Amit has over 25 years experience within the asset management industry, and prior to joining Mercer, he was a Senior Vice President at Banco Santander Group and Head of the Institutional Business for their fund of hedge funds business. Hew as responsible for developing and establishing the institutional infrastructure globally and he was Head of the UK office.
Amit has also spent a number of years with the Northern Trust Global investments where he was head of expanding business across a full range of clients within the UK, Ireland, and the Nordics. Prior to that he was with Fidelity Investments and London Stock Exchange.
Amit graduated with an honours degree in Economics (specializing in Corporate Finance) and Biology. He is an associate of the Chartered Insurance Institute and is IMC qualified. He is also regulated to provide investment services in HK and Singapore.
Carl Robinson joined Genesys Research in 2015 as a senior associate. In his current role, Carl oversees existing client relationships, with a focus on providing sub-advisory research and competitive analysis for the U.S. and Canada. Carl holds a B.A. in Economics and Philosophy from Wheaton College.
Leslie Samuelrich leads Green Century Capital Management, focusing on the firm’s investment strategies, business development, and impact investing program. Ms. Samuelrich is a frequent speaker on sustainable investing and has appeared in The New York Times, The Wall Street Journal, Bloomberg, and other financial and environmental news publications. Ms. Samuelrich currently serves on the Board of Directors of the Forum for Sustainable and Responsible Investment (US SIF), the Management Council for Divest-Invest Individual, and the Advisory Board of the Intentional Endowments Network. She also is a guest lecturer on impact investing at The Wharton School. She holds a BA in Economics from Boston College.
Nick joined Redington in September 2015 as a Director in the Manager Research team. Now Head of Manager Research, he leads a talented team who help institutional and wealth management clients around the world allocate to the funds that get them closer to their strategic goals. Nick is chair of Redington’s Responsible Investment Committee and also a voting member of Redington’s Investment Strategy Committee. He works directly with several of the firm’s clients in the UK and Europe.
Nick began his investment career in 2000 at Schroders, where he worked on the Asia and Emerging Market equity teams, before moving into manager research roles at investment consultancy Stamford Associates, South African multi-manager Momentum Global Investment Management and US multi-manager SEI Investments.
Mr. Sciortino joined BNY Mellon in 2018. He focuses on domestic equity strategies, and supports the selection and ongoing monitoring efforts for the BNY Mellon Select Managers Small Cap Value and Growth Funds. Prior to joining BNY Mellon, he was a Manager Research Analyst within the Wells Fargo Investment Institute. There he specialized in covering small and mid-cap equity managers. Prior to Wells Fargo, Michael was a Senior Portfolio Management Associate with Wilmington Trust and a Portfolio Analyst for U.S. Trust within the Family Office group. Michael has over eight years of investment experience. He obtained a Bachelor of Business Administration in Finance from James Madison University in Virginia, and an MBA in Finance from St. John’s University Tobin College of Business where he received the Certificate of Academic Excellence.
Harold Singleton III
Vice President/Managing Director - Head of Manager Selection and Portfolio Construction
Harold Singleton III Vice President/Managing Director - Head of Manager Selection and Portfolio Construction
Lincoln Financial Group
Harold Singleton III, Vice President, Head of Manager Selection and Portfolio Construction, joined Lincoln Financial Group on July 7, 2014. Harold’s primary responsibilities include leading an 8-person team in manager selection, due diligence and portfolio construction for a $150 billion investment platform across Annuity, Life and Retirement Plan Services product lines covering all asset classes, with a particular focus on the Lincoln Variable Insurance Products (LVIP) funds. Harold has more than 20 years of industry experience, having held roles as an investment analyst, portfolio manager, and most recently, business leadership roles both domestically and abroad. Prior to joining Lincoln, he was Managing Director, Head of Asset Management Companies and Global Head of Retail & Intermediary Sales at PineBridge Investments (formerly AIG Investments). Harold holds a B.S. in Chemical Engineering from Illinois Institute of Technology (IIT) and M.B.A. from the University of Chicago Booth School of Business, and is a Chartered Financial Analyst (CFA). He is also Series 7 and Series 24 licensed.
Richard Tavis is responsible for the Strategic Investment Research Group's ("SIRG") Investment Strategy Team. The Investment Strategy Team focuses on developing market views and providing thought leadership in support of the management of client investment portfolios and providing proactive advice to SIRG’s clients.
Mr. Tavis joined Prudential Investments in October 2003 as an investment manager research analyst. Before the formation of the Investment Strategy Team he was a member of SIRG’s Portfolio Construction group. Prior to joining SIRG, Mr. Tavis worked with Chartwell Consulting, an institutional investment consulting firm, primarily providing due diligence on investment management firms to corporate pension plans, endowments, and foundations.
Mr. Tavis received his Bachelor of Science in Economics and Finance, summa cum laude, from Rider University. He is a Chartered Financial Analyst (CFA) charterholder, as well as a member of the CFA Institute and the New York Society of Securities Analysts.
Christopher D. Tessin is a Founder and Managing Partner of Acuitas Investments and serves as the Lead Portfolio Manager of the Small and Microcap portfolios.
Prior to founding Acuitas, he served as Portfolio Manager at Russell Investments with responsibility for all of the firm's US microcap, small and small/mid cap strategies. Prior to his tenure at Russell Investments, Chris held positions in asset management and investment research at Bear Stearns, Schroders and Lehman Brothers. Chris is a regular contributor to CNBC and has been quoted in the Wall Street Journal, Business Week, The New York Times and other publications. Chris holds a BA in Economics and Philosophy from Columbia University and an MBA in Finance from Columbia Business School. He is a member of the Seattle Society of Financial Analysts.
Brad Watterson AVP, Director of Investment Research
Mr. Watterson is Assistant Vice President and Director, Investment Research for Touchstone Investments. He has been with Touchstone since 2007 and has experience in the financial services industry since 1997. Prior to joining Touchstone, he was an Equity Research Analyst with Robert Leshner & Associates, Inc., a Cincinnati-based independent RIA. Prior to Robert Leshner & Associates, he was a Commercial Credit Underwriter for PNC Private Bank. Mr. Watterson began his career as a Mutual Fund Accountant with BISYS Fund Services. He earned a BS in Finance from Indiana University (IU) and an MBA in Finance and Multinational Business from Xavier University. While at IU, Brad competed in swimming for the Hoosiers, earning four varsity letters, first team All-American honors and served as team captain. He is a CFA charterholder and member of the CFA Society of Cincinnati.