Richard Bernstein is the chief executive officer/chief investment officer of Richard Bernstein Advisors LLC. The firm utilizes a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. RBA is one of the fastest growing money management firms, is among Morningstar’s Top 10 ETF Model Managers in assets and partners with some of the world’s leading financial institutions. Mr. Bernstein has over 40 years’ experience on Wall Street, and was formerly the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC. A much-noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine’s annual “All-America Research Team” eighteen times and is one of only fifty-seven analysts inducted into the Institutional Investor “Hall of Fame”. He was also twice named to both Fortune magazine’s “All-Star Analysts” and to Smart Money magazine’s “Power 30” and was a member of Registered Rep’s “Ten to watch” for 2012. His book “Style Investing: Unique Insight into Equity Management” is widely viewed as the seminal book on style-oriented investment strategies. He donates the profits from that and his other book, “Navigate the Noise: Investing in the New Age of Media and Hype,” to charity. Mr. Bernstein is chair of the Alfred P. Sloan Foundation endowment’s Investment Committee (~$2.0 billion) and sits on the Hamilton College endowment’s Investment Committee (~$1 billion); he is a trustee of both institutions. Rich holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College. He has lectured on finance and economics at numerous colleges, universities, and professional forums.
Insight Type: Insigneo TV
Tamarind Effio joins us from PNC International Private Bank, with over 18 years of consumer facing banking experience, most recently focused on offering U.S based life insurance policies as a tool for legacy planning, estate tax liability mitigation, estate planning and business succession planning for clients. As a bilingual professional, she has worked in both Latin American and domestic markets supporting financial advisors and wealth managers with life insurance solutions for their clients. Prior to her career in life insurance, Tamarind worked extensively in commercial and residential lending for nationwide banks, and this experience has allowed her to assist clients in navigating the financing of life insurance premiums. Her key to success has been to convey the importance of life insurance as a necessary tool for protection and asset growth on several fronts for clients. There are very few products in the capital markets today that offer the guarantees and tax benefits that life insurance can provide.
Jeff Walwyn is a Managing Director at Blue Owl and member of the Direct Lending Investment Team. In his role as Co-Head of Underwriting, he oversees the day-to-day underwriting of diversified investments.
Noiel Brill is a Managing Director at Audax Private Debt, and a member of our senior debt investment team. He joined Audax in 2015.
Drew Guyette is a Senior Partner and Co-Chief Credit Officer in TPG Angelo Gordon’s middle market direct lending business, Twin Brook Capital Partners, Drew Guyette oversees the business’s underwriting, credit, and portfolio management functions. He is also a member of TPG Twin Brook’s Investment Committee.
Robert Minter, CFA, CMT, CAIA, Director of ETF Investment Strategy. Robert has written on commodities and has been quoted in press articles. Bob joined abrdn in 2006 and has extensive experience managing US multi asset portfolios. Before joining abrdn, he worked at Vanguard, Fidelity and then Emerald Capital Group, where he managed fixed income portfolios and monetized workout securities for insurance company portfolios. A member of the CFA Institute, CMT Association and the CAIA Association, Bob earned his B.A. in Economics from Rutgers University. Featured in the Middle: Dan Magnusson, Sr. Director, is the firm’s ETF specialist working with all clients across national accounts, platform, institutional and retail segments. Dan also works on the branding, marketing and overall support of the firm’s ETF related content, research and initiatives. Before moving into the ETF role, Dan was a regional specialist with abrdn in offering high-level coverage for clients in the Western US. Prior to that, Dan held roles as a regional wholesaler for Guggenheim Investments and began his career in Chicago as a Financial Advisor. Dan has over 20 years of investment experience and has acquired industry registrations such as the Series 7 and 63.
Mr. DeGaetano is the Chief Investment Officer and Founder of Bramshill Investments. Prior to founding Bramshill, in 2012, Mr. DeGaetano was a Senior Portfolio Manager at GLG Partners LP where he not only managed the predecessor to the Bramshill Income Performance Strategy, but also managed a levered US credit portfolio for the GLG Market Neutral Fund. Combined Mr. DeGaetano had approximately $375 million in assets under management for GLG Partners LP. Prior to joining GLG Partners in 2007, Mr. DeGaetano was a Managing Director and Head of US Credit Trading at RBS Greenwich Capital from 2005 through 2006. He traded and oversaw the credit trading desk, comprised of 14 traders across corporate bonds, credit default swaps and index products from investment grade to high yield averaging a $4 billion gross position.
Joseph Graham leads the efforts of Lord Abbett’s Investment Strategist team. This team serves as the client-facing extension of Lord Abbett’s Investment team, communicating with institutional clients and prospects regarding asset allocation topics, market environment, current portfolio positioning, and the firm’s market outlook. Mr. Graham currently has a focus on high grade and multi-sector fixed income, including convertibles, but also has an extensive background in quantitative tools and equity portfolio management. Mr. Graham joined Lord Abbett in 2015. Prior to joining the firm, he was a Founder and CIO of two quantitative hedge funds: HudsonView Capital Management and Route 3 Capital; an Analyst and Portfolio Manager at Millennium Partners and at LibertyView Capital Management; and an Investment Banking Associate at Morgan Keegan. He has been in the financial services industry since 1999. Mr. Graham earned a BS in finance and philosophy Summa Cum Laude from Washington University and an MBA with Honors from the Wharton School of Business at the University of Pennsylvania. He is also a holder of the CFA® (Chartered Financial Analyst) designation.
Patrik Kauffmann is the CIO and Portfolio Manager for Aquila Asset Management based in Switzerland. He has built an impressive track-record by winning 3 times the Lipper Fund Awards in 2018, 2019 and 2020 with the Solitaire Global Bond Fund which currently holds a 5 Morningstar-Rating. He has 19 years of investment experience. Prior to co-founding Aquila Asset Management, he carried out several functions, such as Portfolio Manager at Solitaire Aquila AG, Reyl Cie, AIG Private Bank and was responsible for the investment strategy of bank zweiplus AG. He holds a Bachelor of Science in International Management from the European School of Business and Reims Management School. Patrik speaks several languages.
Ben is one of the founding partners of TwentyFour Asset Management (TwentyFour) and currently serves as its CEO. Since 2015, he has been a member of TwentyFour’s Executive Committee, which has the overall responsibility for the day-to-day running of the firm, and also sits on the Board of Directors which sets the overall direction, strategy and management of TwentyFour. He is also a member of the Asset Allocation & ESG Committees. Prior to becoming CEO, Ben’s main responsibility was managing TwentyFour’s Asset-Backed Securities (ABS) business, having launched various funds and managed several institutional mandates. Ben has over 25 years of fixed income portfolio management experience, including 9 years at Citigroup Alternative Investments, where he was responsible for managing four vehicles that invested $100bn across ABS and credit.
Brendan Ahern is the Chief Investment Officer at KraneShares. Brendan joined KraneShares in 2013. Brendan leads the firm’s research and education efforts and actively works with investors on a variety of subjects ranging from asset allocation to trading to articulating the growing influence that index providers hold in the asset management industry. Prior experience includes over ten years with Barclays Global Investors (subsequently BlackRock’s iShares), which he joined in 2001 during the rollout of their ETF business. His career has spanned a period of tremendous growth for ETFs, which has contributed to his profound knowledge of the ETF landscape. Brendan is considered a preeminent expert in global financial markets with a particular focus on China. He is a frequent visitor to China and actively maintains daily contact with a deep local research network comprised of investment banks, brokers, and regional and boutique research firms. He produces a daily update called China Last Night (www.chinalastnight.com), which also appears as a column on Forbes.com. He is often sought after by leading business and financial outlets and regularly appears on CNBC and Bloomberg to discuss China’s capital markets. He is a frequent guest of Bloomberg Radio’s Daybreak Asia, and he is quoted in The Wall Street Journal and Investor’s Business Daily. Brendan graduated from the College of the Holy Cross and has a Master of Science in Financial Analysis from the University of San Francisco.
Mr. Rubenstein is Co-Founder and Co-Chairman of the Board. He was elected to our Board of Directors effective July 18, 2011. Previously, Mr. Rubenstein served as Co-Chief Executive Officer of Carlyle. Prior to forming Carlyle in 1987, Mr. Rubenstein practiced law in Washington, D.C. with Shaw, Pittman, Potts & Trowbridge LLP (now Pillsbury Winthrop Shaw Pittman LLP). From 1977 to 1981, Mr. Rubenstein was Deputy Assistant to the President for Domestic Policy. From 1975 to 1976, he served as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. From 1973 to 1975, Mr. Rubenstein practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison LLP. Among other philanthropic endeavors, Mr. Rubenstein is Chairman of the Boards of the John F. Kennedy Center for the Performing Arts, the Council on Foreign Relations, the National Gallery of Art, the Economic Club of Washington, and the University of Chicago and serves on the Boards of Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, the Institute for Advanced Study, the National Constitution Center, the Brookings Institution, the Lincoln Center for the Performing Arts, the American Academy of Arts and Sciences, and the World Economic Forum. Mr. Rubenstein serves as a Fellow of the Harvard Corporation and as Chairman of the Harvard Global Advisory Council and the Madison Council of the Library of Congress. He is a member of the American Philosophical Society, Business Council, Board of Dean’s Advisors of the Business School at Harvard, Advisory Board of the School of Economics and Management at Tsinghua University, and Board of the World Economic Forum Global Shapers Community. Mr. Rubenstein is a magna cum laude graduate of Duke University, where he was elected Phi Beta Kappa. Following Duke, Mr. Rubenstein graduated from the University of Chicago Law School, where he was an editor of the Law Review.
José Siaba Serrate Economist from Universidad de Buenos Aires and UCEMA. 2017 Konex Prize on Economic Analysis. Member of: Argentine Academy of Capital Markets Argentine Council of Foreign Relations (CARI) International Policy Institute of the Argentine Academy of Political and Moral Sciences Currently teaches at: Universidad de Buenos Aires Universidad del CEMA (UCEMA), Argentine Institute of Capital Markets (IAMC) Formerly taught at: National Foreign Service Institute (ISEN), Universidad de Belgrano, Universidad Torcuato Di Tella Regular columnist of: Ambito Financiero (Argentina´s leading financial daily), Diario Clarín (Argentina´s main circulation paper) Founder and CEO of: Estudio Siaba Serrate (Business Consultancy) Formerly General Manager of: Ambito Financiero.
Alona Gornick serves as a Managing Director, Senior Investment Strategist, and Co-Head of the Chicago Office for Churchill Asset Management. In her role, Alona provides meaningful investment insights across the private capital spectrum to the investment community, with a particular emphasis on the Private Wealth and Retail channel. Alona joined Churchill in 2017 as an Originator, developing relationships with leading private equity sponsors to source and structure high-quality deal flow for the platform. Prior to joining Churchill, Alona spent 14 years in various investment, capital markets and investor relations roles at leading organizations, including Nuveen (Churchill’s parent company), Golden Gate Capital, and Oaktree Capital Management. Alona earned her B.A. in Business Administration from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill and her M.B.A. from The Wharton School at the University of Pennsylvania.