Speakers2018-04-23T15:08:58+00:00

4th Annual

Liquid Alternative Strategies Summit

May 1, 2018 | Convene Conference Center (Times Square) | New York City

OUR SPEAKERS

THE ONLY ALL-IN-ONE, 1-DAY DUE DILIGENCE SOLUTION FOR LIQUID ALTERNATIVE STRATEGIES

FOR FINANCIAL ADVISORS AND INSTITUTIONAL INVESTORS ONLY

5 CFP CE credits will be available

Investments & Wealth Institute® has accepted the program for 9 hours of CE credit towards the CIMA® and CPWA® certifications

 

Rudy Aguilera, Chief Investment Officer & Portfolio Manager

Ironclad Investments LLC

Mr. Aguilera has served as the Lead Portfolio Manager of the Ironclad Managed Risk Fund since its inception in 2010. In 2011, Mr. Aguilera was selected by Institutional Investor as a Rising Star of Mutual Funds. The recipients of this award are chosen annually by the publishers of Institutional Investor and represent up-and-comers whose accomplishments in, and contributions to, the industry make them standouts among their peers and position them as future industry leaders.

Mr. Aguilera has served as a chairman, moderator, panelist and advisory board member at the largest indexing conferences in the United States, Europe and Asia. From 2007 to 2012, Mr. Aguilera was a visiting instructor at the Chicago Board Options Exchange (CBOE) teaching investment professionals how to actively budget portfolio risk. Mr. Aguilera has presented at the national conferences of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA) and has been quoted in The Wall Street Journal. From 2004 to 2010, Mr. Aguilera served as the Chief Investment Officer of Helios LLC.

Greg Bassuk, Managing Director & Head of Liquid Alternatives

FS Investments

Greg Bassuk serves as Managing Director and Head of Liquid Alternative Strategies at FS Investments. In this role, he oversees the development and management of the firm’s liquid alternatives platform.

Mr. Bassuk has extensive experience in asset management and alternative investments. Previously, he was Chief Operating Officer of IndexIQ, an asset management firm that he co-founded, built and sold to New York Life Investment Management. As COO, he helped lead IndexIQ in bringing the industry’s first set of liquid alternative investments to market through mutual fund, ETF, separate account and model portfolio products, growing the firm into the industry’s largest alternative ETF provider. Prior to IndexIQ, he served as Managing Director of private investment firm McGovern Capital, held business-building roles at Time Warner, and co-founded SmartPortfolio.com, which became one of the leading equity research and financial information companies on the Web prior to its sale to TheStreet. He began his career as an investment management and corporate attorney at Weil, Gotshal & Manges LLP.

Mr. Bassuk has been recognized for leadership and innovation in financial services, including as one of four “Fund Marketers of the Year” at the 2012 Mutual Fund Industry Awards and by NICSA in 2013 for Creativity in Marketing Operations. For his longtime civic work, he was named one of two annual recipients nationwide of the United States Young American Medal for Service. Mr. Bassuk is a board member of several civic organizations, including the Coalition for Debtor Education and the United Way of Westchester and Putnam Counties, where he recently served as Board Chairman.

Mr. Bassuk received his BS with honors from Cornell University and his JD from the Georgetown University Law Center.

Max Bodoia, Chief Executive Officer

Cryptoindex Capital Management LLC

In 2016, Mr. Bodoia co-founded CapchainX, a platform for issuing and trading equity in the form of cryptographic tokens on the Ethereum blockchain. Previously, he worked as a data scientist at email security company Agari and anonymous messaging app Chatous.
Mr. Bodoia attended Stanford University, where he obtained an MS in Computational and Mathematical Engineering, a BS with Distinction in Symbolic Systems, and a BA with Distinction in Philosophy.

Salvatore Bruno, Chief Investment Officer

IndexIQ

Salvatore Bruno is the Chief Investment Officer at IndexIQ where he is responsible for developing and maintaining the firm’s investment strategies. Prior to joining IndexIQ, Sal was a Director and Portfolio Manager at Deutsche Asset Management (DeAM) for a US large cap core equity mutual fund that combined traditional fundamental equity research with a multi-factor quantitative model in a disciplined, risk managed process. Before becoming Portfolio Manager, Sal was the Head of Advanced Quantitative Research at DeAM.
Sal earned a Bachelor of Science in Applied Economics and Business Management from Cornell University and a Master of Business Administration in Finance and Economics from New York University Leonard N. Stern School of Business. He is a member of the NYSSA and the CFA Institute.

Cynthia Crandall, Vice President, Senior Investment Analyst

Envestnet

Ms. Crandall is a Senior Investment Analyst on Envestnet | PMC’s Research team. Ms. Crandall is responsible for the due diligence of liquid alternative strategies on the fund’s platform. The Research team works together to conduct manager searches and provide updated reviews and materials for consulting, portfolio management, and external clients.
Prior to joining the firm in 2013, Ms. Crandall led a team of hedge fund analysts for Cambridge Associates, where she spent the prior seven years conducting performance and manager reviews on the consulting company’s robust roster of hedge fund managers.
Ms. Crandall holds a BS degree in Business Administration with a dual concentration in Finance and Organizational Behavior from Boston University. She has earned the Chartered Alternative Investment Analyst designation.

Joshua M. Emanuel, CFA | Chief Investment Officer

Wilshire Funds Management

Josh Emanuel, a managing director of Wilshire Associates, and chief investment officer for Wilshire Funds Management, joined Wilshire Associates in 2015 and has 16 years of industry experience. In his role as CIO, Mr. Emanuel leads the investment activities of Wilshire Funds Management, including asset allocation, manager research, portfolio management, and investment research. Mr. Emanuel also chairs the Wilshire Funds Management Investment Committee. From 2010 to May 2015, Mr. Emanuel served as chief investment officer of The Elements Financial Group, LLC (TEG), where he developed and managed a variety of outcome-oriented investment strategies and exchange traded funds. Mr. Emanuel also co-developed an innovative technology solution which provides volatility-based risk profiling, risk budgeting, and compliance services to financial advisors and institutions. Prior to his tenure at TEG, Mr. Emanuel served in several roles at Wilshire from 2004-2010, including head of manager research, head of strategy for Wilshire Funds Management, and co-chairman of the Wilshire Funds Management Investment Committee. Prior to 2004, Mr. Emanuel was responsible for international manager research for Jeffrey Slocum & Associates, Inc.

Mr. Emanuel has a BA in Finance from the University of Pittsburgh and holds the Chartered Financial Analyst designation.

Robert Gordon, President

Twenty-First Securities Corporation

Robert N. Gordon is the president of Twenty-First Securities Corporation, which he founded in 1983.
Since 1991, Mr. Gordon has served as an adjunct professor at New York University’s Graduate School of Business, teaching one course on “Arbitrage” theories and another titled “Taxes and Investing”. He has been involved with the Wharton School’s Securities Industry Institute since 1979, starting as a student, becoming a lecturer in 1983, and serving as chairman in 1994 and 1995. Mr. Gordon has had many roles at the Securities Industry Association, having served as an SIA director, as treasurer, as chairman of the Tax Policy Committee and chairman of the New York District. He is a member of the Wall Street Tax Association and the New York State CPA Society. He is on the Committee of Management of the Clements Library at the University of Michigan, on the Board of and Chair of the Collections Committee of the Adler Planetarium in Chicago.

Mr. Gordon writes a monthly column for onwallstreet; is the author (with Jan Rosen) of Wall Street Secrets for Tax Efficient Investing and author or coauthor of chapters in Tax Planning for the Affluent, Market Shock and Harold Evensky’s The Investment Think Tank. He has published many articles on tax, arbitrage and hedging strategies. He serves on the editorial advisory boards of Derivatives Report, The Journal of Taxation and Investments and The Journal of Wealth Management. Mr. Gordon is routinely quoted in the popular press on investing topics and is a frequent lecturer for organizations such as the CFA Society and IMCA.

Before founding Twenty-First Securities, Mr. Gordon was a partner at Oppenheimer & Company. Prior to that, he worked at Laidlaw, Adams & Peck, where he became a regional manager and senior vice president. He has been in the brokerage business since 1976.

Paul Korngiebel, CFA, Portfolio Manager

Boston Partners

Mr. Korngiebel is the lead portfolio manager on Boston Partners Emerging Markets Long/Short Equity product. He also supports other Global strategies in a research analyst capacity. Mr. Korngiebel joined the firm from Deccan Value Advisors, which he co-founded, and prior to that he worked at Brandes Investment Partners. Both firms are dedicated to global value investing. Mr. Korngiebel holds a B.A. from Bowdoin (Phi Beta Kappa), M.A. degrees from Harvard and St. Johns College, and an M.B.A. degree from Northwestern (Beta Gamma Sigma). He holds the Chartered Financial Analyst® designation and has seventeen years of investment experience.

Greg Miller, Founder, CEO & Portfolio Manager

Wellesley Asset Management, Inc.

CEO and co-founder of Wellesley Asset Management, Inc., Greg draws on over thirty years of investment and financial experience. Greg is a nationally recognized provider of investment advisory services deploying convertible bonds. His extensive background in convertibles has earned the respect of registered investment advisors, financial planners, and other investment professionals nationwide.

Greg is the author of an Amazon bestselling book, Outrunning the Bear: How You Can Outperform Stocks and Bonds with Convertibles. He has written several articles and has been written up in various prominent investment and financial publications, including Institutional Investor, Investment Advisor Magazine, the National Association of Active Investment Managers, Barron’s and Bloomberg/BusinessWeek. Greg has been ranked a Top 100 Independent Financial Advisor by Barron’s for eight consecutive years. In March 2018, Barron’s ranked Greg #1 in Massachusetts in its list of the Top 1,200 Financial Advisors for the fourth year in a row.

Greg began his career with PricewaterhouseCoopers (formerly Coopers & Lybrand), an international accounting and consulting firm. Subsequently, he formed his own CPA firm, and for twenty-five years provided a broad range of financial and consulting services to established businesses, professionals, and executives. In 1991, Darlene Murphy, CPA, CFP® and Greg formed Wellesley Asset Management in response to increased demand for investment advice from clients.

Greg graduated from Boston University with a Bachelor of Science degree in Business Administration and holds a Master of Business Administration in Finance with high distinction from Babson College. He lectures frequently on absolute return investing deploying convertible bonds to other investment professionals, institutional clients, pensions, registered investment advisors, and high net-worth individuals.

Anshul K. Sharma, Managing Director – Head of Alternative Investment Strategy

Bank of America

Anshul K. Sharma is a managing director and head of Alternative Investment Strategy within the Global Portfolio Solutions and Institutional Investments group for the Global Wealth & Investment Management (GWIM) Chief Investment Office, a division of Bank of America. In this role, Anshul is responsible for managing the suite of Alternative Investment Strategy model portfolios and managed solutions across both Merrill Lynch Wealth Management and U.S. Trust, Bank of America Private Wealth Management. He is also a regular contributor to investment thought leadership publications and has authored several pieces on alternative investments.

Previously at U.S. Trust, Bank of America Private Wealth Management, Anshul was responsible for developing U.S. Trust’s strategic asset allocation framework, capital market assumptions, and quantifying tactical asset allocation decisions. Preceding his role at U.S. Trust, Anshul was an associate in the Research Investment Committee team at Merrill Lynch where he specialized in asset allocation modeling using alternative investments and contributed to commentary on alternative assets.

Prior to joining U.S. Trust, Anshul worked at RCM Capital Management in San Francisco, where he combined quantitative and fundamental analyses to help manage a domestic large-cap value equity portfolio. Anshul began his career as a proprietary equity trader with Momentum Securities in New York.

Anshul earned his B.S. degree in Computer Engineering from Lehigh University and earned an M.S. in Financial Engineering from the University of California, Berkeley.

Yung-Shin Kung, Managing Director

Credit Suisse

Yung-Shin Kung, Managing Director, is Head and CIO of Credit Suisse’s Quantitative Investment Strategies group (QIS), an industry pioneer in the development and management of liquid alternative investment strategies. Since 2009, he has held various leadership positions in Credit Suisse’s Asset Management area including Head of Portfolio Management – Americas and Global Head of Hedge Fund Research within the Alternative Funds Solutions group. Mr. Kung was a Director at Merrill Lynch in the Financial Products Group from 2006-2009, where he developed and marketed customized structured products and provided advice and guidance to hedge fund investors. Prior to his time at Merrill Lynch, Mr. Kung spent eight years at Credit Suisse First Boston in several departments including structured debt capital markets, technology investment banking and alternative investments. Mr. Kung began his career at Credit Suisse First Boston in 1997. He holds a B.A. in Economics from the University of Chicago, where he was elected Phi Beta Kappa, and fulfilled the college’s requirements for a B.A. in Statistics.

Rick Lake, Co-Chairman and Portfolio Manager

Lake Partners, Inc.

Rick is Co-Chairman of Lake Partners, Inc., an alternative investment advisory firm founded in 1989. He oversees the firm’s research on mutual funds and ETFs that utilize alternative strategies, and helps direct the company’s team effort in asset allocation, investment research, and multi-manager investment programs.

Rick is the manager of Lake Partners’ LASSO Long and Short Strategic Opportunities portfolio of alternative mutual funds. He is also manager of the firm’s innovative LASSO alternative ETF portfolios.

Rick is a well-known speaker and author on alternative investments. He has been quoted in The Wall Street Journal, Barron’s, the Financial Times, and Bloomberg, among other publications. Rick has also been an invited speaker at the Morningstar Investment Conference, the London Business School, the MIT Sloan Investment Management Conference, the Yale School of Management, and at financial industry conferences around the US.

Rick earned a B.A. from Harvard University.

Samuel Lau | Asset Allocation

DoubleLine

Mr. Lau joined DoubleLine in 2009. He works in portfolio management and trading for derivatives-based and multi-asset strategies. His research has contributed to the team’s development of DoubleLine’s smart-beta strategies including the Shiller Enhanced CAPE and Shiller Enhanced International CAPE along with DoubleLine’s strategic commodity strategy. Mr. Lau is a contributing member on our Global Asset Allocation, Macro and Fixed Income Asset Allocation committees where he provides macro economic and sector commentary. He continues to represent DoubleLine as a featured panelist and guest speaker at different industry and client events, as well as authoring several internal news pieces, articles and white papers. Prior to DoubleLine, he was a Vice President at TCW where he worked under Mr. Gundlach as a research analyst in the Mortgage Group. Mr. Lau holds a BS from the University of Wisconsin, Madison as well as an MBA from the Marshall School of Business at the University of Southern California.

Ali Motamed, CFA, Managing Partner

Invenomic Capital Management

Ali Motamed is the Managing Partner of Invenomic Capital Management, the Sub-adviser to the Balter Invenomic Fund. Prior to founding Invenomic, Ali was Co-Portfolio manager of the Boston Partners Long/Short Equity Fund. He was awarded Portfolio Manager of the Year in the Alternatives Category by Morningstar in 2014. Prior to joining Boston Partners, he was a member of the global mergers and acquisitions teams at Deutsche Bank and BT Wolfensohn. Mr. Motamed holds a B.A. degree in economics with a minor in accounting from the University of California, Los Angeles, and a M.B.A. degree from Harvard Business School. He holds the Chartered Financial Analyst designation. He has 17 years experience.

When he is not working, Ali enjoys spending time with his wife and four kids and participating in outdoor activities. Although he grew up in California, he has converted to a full fledged Boston sports fan and particularly enjoys cheering for the Celtics and Patriots.

Gino A. Nucci, CFA | Managing Director, Client Services – Fixed Income

TCW/MetWest

Mr. Nucci is a Managing Director and Product Specialist with the Client Services group where he communicates investment strategies, performance, and outlook to clients. Previously, he served as a Portfolio Manager with the TCW Fixed Income group, where he managed the MetWest High Yield Bond Fund and the TCW High Yield Bond Fund. Prior to joining MetWest in 2004, he was an investment banker focusing on mergers and acquisitions. Mr. Nucci earned a BA in Economics from Yale University and an MBA from the UCLA Anderson School of Management. He is a CFA charterholder.

Will Rhind, Founder & CEO

GraniteShares

In 2016, Will Rhind challenged himself to find a way to do things differently. As a 16-year veteran of the ETF industry with experience working at, building and running, well-established successful ETF businesses, he made a keen observation: investing just isn’t as exciting as it once was.

Will asked himself is how do you bring back that excitement? As an experienced entrepreneur, he decided to answer that question by launching his own ETF company – GraniteShares was born.
Will’s focus on disrupting the financial industry has taken GraniteShares from an idea to a successful start-up garnering the attention of Bain Capital and other well-known ETF investors who support his passion to create products that will change the way people see investing.

Will spends his time outside of GraniteShares with his wife and three children. He’s on the Board of Directors of the Bath University Foundation, has a passion for classic cars, Manchester United, and travel – especially back to his roots in Aberdeen, Scotland, “The Granite City”.

James Velissaris, Chief Investment Officer

Infinity Q Capital Management

James is the Chief Investment Officer of Infinity Q, and launched the firm to offer innovative investment solutions for both retail and institutional investors. James also serves as the portfolio manager for the Public Investments Portfolio of Wildcat Capital Management, which is David Bonderman’s family office. James manages a team of 3 quantitative researchers focused on developing next generation forecasting models. He previously managed the quantitative investment strategies and conducted analysis on portfolio construction and asset allocation for Arden Asset Management. He began his career as an analyst at Goldman Sachs. Mr. Velissaris earned his Bachelor of Arts degree in Economics from Harvard University and his Master of Science degree in Operations Research with a concentration in Financial Engineering from Columbia University.

Michael Zinkand, CFA Executive Director, Fund Strategy

FS Investments

Michael Zinkand is an Executive Director in the Fund Strategy group at FS Investments. Mr. Zinkand serves as a portfolio specialist and subject matter expert for FS Investments’ current offerings. He has over 13 years of experience in investment research, investment oversight, and sales support. He uses his knowledge to educate and position FS Investments’ alternative investment offerings.

Prior to joining FS Investments, Mr. Zinkand spent two years as a Portfolio Specialist with Hartford Funds, an open-end mutual fund company with approximately $90 billion in assets under management. At Hartford Funds, he partnered with distribution professionals to provide fund insight, macro perspective, and asset allocation recommendations. Before working at Hartford Funds, Mr. Zinkand was a Portfolio Specialist for seven years with AMG Funds (formerly Managers Investment Group). With AMG Funds, he oversaw a select group of mutual funds while providing product and sales support to the broader organization. Mr. Zinkand was also a member of the Investment Committee that oversaw the firm’s mutual fund line-up. He also spent one year on the inside sales desk with AMG Funds and three years as a loan originator with Home Finance of America.

Mr. Zinkand received his BS in Business Management and Marketing from Cornell University. He holds the Chartered Financial Analyst designation and is a member of both the CFA Institute and the CFA Society of Philadelphia.

For further information, please contact:
Don Friedman | Tel: 646-321-1785 | Email: don@jveventsgroup.com

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ON THE HORIZON

ETF STRATEGY SUMMIT
September, 2019
(Details Coming Soon)

DIGITAL ASSET STRATEGY SUMMIT
October, 2019
(Details Coming Soon)