Mr. Ashok Rajan, speaking at ETF & Indexing Investments USA 2011

Mr. Ashok Rajan,
Head of Investment Policy, UHNW investment Office
Merrill Lynch

As Head of Investment Policy, Merrill’s Ultra High Net Worth Investment Office, Ash and his team work closely with an elite corps of financial advisors on investment consulting and asset management solutions to the ultra high-net-worth private clients and foundations. Prior roles in the industry include membership in Prudential Financial’s Global Investment Policy Committee and Head of that firm's Equity Focus Group. Prior to joining Prudential in 1993, Ash was the co-head of the Equity Research Strategies Group at Morgan Stanley.
Ash is a frequent keynote speaker on wealth and practice management topics for private and institutional audiences throughout North America, Europe, Latin America, the Middle East and Asia. He has spoken at and co-chaired global business forums under the auspices of Mikhail Gorbachev and Margaret Thatcher, the People's Republic of China, the Economic Council of Her Highness, The Queen of Denmark, The Crown Prince of the United Arab Emirates and the Czech Senate as well as the World Economic Forums in Davos and Tel Aviv. His academic engagements include guest lecturing at New York University’s Stern School of Business, NYU, and at the Faculty Clubs of the London School of Economics, Harvard, Yale and Princeton.
Mr. Rajan has been a frequent guest on CNBC, CNN, Bloomberg, BBC, Canadian Media, Reuters, PBS, TV Tokyo and CNN Hong Kong
Mr. Rajan’s academic credentials include an MBA in International Business (Summa Cum Laude) at Loyola College, India and an MBA in Finance (Summa Cum Laude) from the University of Maryland as well as a Masters of Science in Business Communications (Magna Cum Laude) from the Jones School of Communication, University of Texas, Austin. As a wine enthusiast, his certifications from the Ecole Du Bordeaux, St. Emilion, France and from the Port Institute, Lisbon, Portugal, enable him to pursue his hobby as a wine educator. Mr. Rajan is a student of eighteenth century European decorative arts and is an occasional consultant to Sotheby’s and Christie’s.

Appearing:

ETF & Indexing Investments USA: Tuesday, May 17, 2011

11.45

Panel session: Harmonizing active & passive exposures in multi-asset class portfolios

• Using ETFs to implement a dynamic allocation strategy
• Balancing risk, required returns and liquidity: choosing a management strategy
• Finding the right mix of fees and potential returns in your ETF
• Active v. passive or active plus passive: the never-ending debate

Mr Rene Nunez,

Former Chairman,
Texas State Board of Education

Mr. Ashok Rajan,

Head of Investment Policy, UHNW investment Office,
Merrill Lynch

Mr Douglas Wolfe,

Managing Director,
Saddle River Capital Management

Mr Mebane Faber,

Managing Director, Portfolio Management,
Cambria Investment Management

Mr Vinny Catalano,

President, Global Investment Strategist,
Blue Marble Research

Ms. Robyn Graham,

Vice President Institutional Services,
Horizons HAHN Investment Stewards