ETF & Indexing Investments USA Conference - Speaker list

Eric Balchunas is an ETF Specialist at Bloomberg. In this role, he manages all of the ETF data on the Bloomberg terminal. In addition, he is responsible for training clients and conducting seminars on how to use Bloomberg to find and analyze ETFs. He is also editor of...

Ed Baldrige has more than thirty years of professional investment experience in a broad range of the financial markets. He founded Baldrige Asset Management to provide fee-only, independent investment advice for individuals, endowments, trusts and pension...

Mr. Benham is in his twelfth year at Meketa Investment Group. As Director of Research, Mr. Benham oversees all research projects, including white papers and the firm’s annual asset study. Mr. Benham leads the design of the firm’s model portfolio initiative and he is...

Mr.Roop Betala is joined Volvie Capital in 1995. Volvie Capital has office in Mumbai, Singapore and New York. Roop Focus on Capital Raising, Acquisition /strategy and JV partnership for large infrastructure projects. Roop has over Twenty five years of experience in...

Mr. Brochin was most recently a managing director of Warburg Pincus, where he was responsible for investments in the information technology and communications sectors. Prior to Warburg Pincus, Mr. Brochin was a research engineer with Nippon Telegraph and Telephone in...

Vinny Catalano, CFA is President and Global Investment Strategist with Blue Marble Research and author of "Sectors and Styles" (Wiley 2006). A leading investment strategist, asset manager, and global economic and capital markets expert, Catalano appears regularly in...

Seema Chetal has almost seventeen years of private capital investment experience. Her current responsibilities include investing in private equity and real estate funds, publishing a quarterly private equity strategy paper and advising clients on investment strategy...

Michael Dubin, Managing Director, Silvercrest Asset Management, currently heads up the alternatives group within Silvercrest and has over 25 years of hedge fund experience. His work with currency and commodity traders goes back to the 1970’s. Previously, as a Partner...

Mr. Eiben is the head of North America investor relations of Aureos Capital. Aureos is a global emerging market private equity manager focused on small to mid-market transactions across Africa, Asia and Latin America. As head of North America IR, Mr. Eiben is...

Dennis P. Emanuel is a Managing Director and Senior Analyst, heading up the Closed-End Fund & ETF Research Group at Citi Investment Research & Analysis. Prior to joining Citi in 1998 Dennis worked at Merrill Lynch as its senior bond fund analyst in the Closed-End Fund ...

Mr. Escudero is an economist with more than 19 years of experience in the North American, Latin American (mainly in Peru, Chile, Colombia, Mexico and Brazil) and European capital and financial markets specialized in portfolio management and institutional investments...

Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s Global Tactical ETF (GTAA), separate accounts and private investment funds for accredited investors. Mr. Faber is also the co-founder of...

Mark Faro has worked for Institutional Investor in various capacities for the past eleven years. He is currently Managing Editor of Foundation & Endowment Money Management, which provides exclusive news on nonprofits’ investments. He previously was Managing Editor of...

Deborah Fuhr is the Global Head of ETF Research and Implementation Strategy and a Managing Director at BlackRock. Under Ms Fuhr’s guidance, BlackRock’s Global ETF Research and Implementation Strategy team is responsible for advising clients on the implementation of...

Joe Gawronski is the President and Chief Operating Officer of Rosenblatt Securities, an agency-only institutional brokerage firm founded in 1979. Headquartered in New York City, the firm represents traditional institutions, quants and portfolio trading customers in...

Robyn Graham is responsible for developing and managing HAHN’s institutional asset management business across North America. Robyn has 25 years of investment industry experience serving in strategic business development and relationship management roles with high net...

Jack Hansen joined The Clifton Group in 1985. As Chief Investment Officer, his responsibilities include the management of investment operations and portfolio management. Jack has traded futures, swaps, options, and other contracts in the overlay program since...

John T. Hyland is the Chief Investment Officer for United States Commodity Funds. Prior to joining USCF, Mr. Hyland founded Towerhouse Capital Management, LLC, which provides portfolio management and new fund development expertise to non-US institutional...

Jessica Jablonowski is the lead ETF analyst at Janney Montgomery Scott, a regional brokerage firm based in Philadelphia. As an Investment Analyst, Jessica provides product and industry commentary, as well as tactical ETF recommendations, to Janney’s...

Michael Johnston is the Senior Analyst and founder of ETF Database, a Web-based resource for ETF investors. Mr. Johnston provides news and commentary on the ETF industry, as well as actionable investment ideas and ETF analysis. Mr. Johnston also maintains ETF...

Martin Kremenstein joined Deutsche Bank AG in August 2006, and serves as a Director in the DBX Group with responsibility for providing currency and commodity-based investor solutions to the DB sales force in the Americas. Mr. Kremenstein serves as the Chief Operating...

Vittorio Lacagnina is an investment professional with over 14 years of investment banking, public sector finance and principal investment experience. Vittorio is currently a Director at SteelRiver Infrastructure Partners with responsibility for global fundraising and...

Following 23 years with JPMorgan, Simon Lack founded SL Advisors, LLC, a Registered Investment Advisor, in 2009. Much of Simon Lack’s career with JPMorgan was spent in North American Fixed Income Derivatives and Forward FX trading, a business that he ran successfully...

Dr. Frederic Lasserre is global manager of the Commodity Investor Group at Societe Generale Corporate & Investment Banking. He oversees a team of commodity traders, financial engineers and marketers providing financial solutions to the commodity investor...

Ed has with more than 25 years of experience in the asset management business, including positions in product management, sales, marketing and strategic planning for companies such as Fidelity Investments, Citigroup, Van Kampen Funds, J&W Seligman and XShares...

Phil Mackintosh heads Credit Suisse’s global Portfolio Strategy team. This team specializes in Trade Analytics – with a focus on developing quantitative trade ideas and risk solutions for clients. Their products include event driven, statistical and Delta One trading...

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...

Michael Nairne is President and Chief Investment Officer of Tacita Capital Inc., a family office and investment advisory firm that provides integrated wealth and portfolio management services to families of exceptional affluence. Prior to co-founding Tacita, Michael...

Kurt Nelson is a partner at SummerHaven Investment Management where he manages investor relations and product structuring. He was a managing director for UBS until July 2009, where he recently led the successful effort to acquire and integrate AIG’s commodity index...

Dr. Noma is the founder of Garrett Asset Management, a systematic trading firm that uses technical systems to invest in futures, ETFs, and currencies. Dr. Noma is also a Senior Risk Consultant with Asset alliance. He consults on a variety of financial issues involving...

Rene Nunez is a former chairman of the Texas Permanent School Fund. As part of the Texas Education Agency, the Permanent School Fund is a twenty-six billion dollar educational endowment for the State of Texas. Mr. Nunez served as an elected member of the SBOE Board for ...

Inna Okounkova is responsible for Strategic Asset Allocation research and portfolio management. She was formerly the Head of Strategic Asset Allocation Portfolio Management for DB Advisors from 1999 to 2010. She has a MS from Moscow State University; MBA from...

Tim Pickering is the founder of Auspice Capital Advisors. Tim has 14 years of commodity and financial trading experience. Prior to Auspice, Tim was Vice President of Options Trading at Shell Trading Gas and Power in both Houston and Calgary. Prior to Shell, Tim traded...

Steven Plake has years of experience working with corporate and public pension and retirement plans developing derivative programs and structured products. He provided deal management, documentation negotiation and structuring support on a range of investment...

Luke has over 20 years of experience trading equities, equity derivatives and structured products. Previously, he served as the largest independent market maker at CBOE for LETCO Trading (at the time, the largest listed equity options specialist firm in the United...

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...

Mr. Rich has 18 years of investment management experience. Prior to joining Capital Management, from 1991 – 1999 he was Vice President at JP Morgan Investment Management having roles in Large Cap Structure Equity and Small Cap Active Management groups. From 1999...

K. Geert Rouwenhorst is Professor of Finance at the Yale School of Management and Deputy Director of the International Center for Finance at Yale, which he joined after receiving his PhD from the University of Rochester. He has held visiting positions at MIT and the...

Mark's commitment to objective, independent wealth management led him to establish Appleton Group Wealth Management LLC in April of 2002. With over 15 years of experience in the financial services industry, Mark serves as portfolio manager for our private client...

David Shen is Manager of Asset Allocation and Risk Management at Washington University in St. Louis. In this role, he reviews and recommends the endowment’s asset allocation and risk budgeting frameworks including developing scenario specifications and testing of...

Murray, a co-founder, has over thirty years of investing experience and, in addition to overseeing the Horizon Research Team, is Chairman of Horizon’s Investment Committee, which is responsible for portfolio management decisions. Prior to Horizon, Murray was with...

Jon Stein, Managing Director - Strategic Initiatives. Mr. Stein’s primary focus at the firm is the development and management of new portfolios and products, with an emphasis on foreign exchange traders and natural resources managers. . Mr Stein is a member of the...

Don is a member of the Investment Committee for The City of Richmond Retirement System and Chairman of Agecroft Partners, a global consulting and third party marketing firm for hedge funds. Agecroft has been selected 4 years in a row as the Third Party Marketer of the ...

Chief Executive Officer for the Ole Miss Foundation overseeing an endowment of over $500 million. Extensive SEC filing experience with PwC including numerous initial public offerings, secondary offerings, debt offerings, mergers and acquisitions and special SEC...

Dan Weiskopf is the co-portfolio manager at Forefront, focusing on ETF research and strategy. Mr. Weiskopf has had a long and distinguished career as a hedge fund manager at MH CApital Partners L.P. from 1995 to 2003. In 2003 he joined UBS Financial Services...

Douglas Wolfe heads portfolio management and trading operations at Saddle River Capital Management. Saddle River Capital manages 5 ETF portfolios for its retail and advisor clientele. He also is responsible for the management of an all ETF Hedge Fund. Doug received his ...