3rd Annual West Coast Sub-Advisory Roundtable

Jonathan Kreider

Vice President, Investment Products

Great West Life

Mr. Kreider has over 13 years of experience in the financial services industry. He joined Great-West Financial (“Great-West”) in August, 2012. At Great-West, Mr. Kreider leads the Investment Products Team and is responsible for product development and product management of Great-West’s proprietary investment solutions. His team is responsible for the day-to-day investment management decision analytics for the Great-West series of proprietary mutual funds, the product management responsibilities for our stable value businesses, and also broader manager due diligence, monitoring, and selection across the Empower Retirement/Great-West Financial platforms.  Assets under management are $550+ billion.Prior to joining Great-West, Mr. Kreider worked as a consultant with JDL Consultants, LLC, a boutique management consulting firm specializing in strategic and analytical work for mutual fund boards. Prior to JDL, Mr. Kreider spent more than five years as a senior research analyst at Lipper, Inc.Mr. Kreider has spoken at industry conferences on manager due diligence and subadvisor selection, retirement income, the practical interpretation of investment risk metrics, and other topics. He has been quoted in numerous financial publications including The Wall Street Journal, Barron’s, Money, SmartMoney, and others. In 2016, Mr. Kreider was named as a “Rising Star of Retirement under 40” by LIMRA.Mr. Kreider holds a B.S. in finance from the University of Colorado at Boulder and an M.B.A., also from the University of Colorado. Mr. Kreider is a member of the CFA Society of Colorado and is a CFA charterholder. 

Jonathan Kreider

Vice President, Investment Products

Great West Life

Mr. Kreider has over 13 years of experience in the financial services industry. He joined Great-West Financial (“Great-West”) in August, 2012. At Great-West, Mr. Kreider leads the Investment Products Team and is responsible for product development and product management of Great-West’s proprietary investment solutions. His team is responsible for the day-to-day investment management decision analytics for the Great-West series of proprietary mutual funds, the product management responsibilities for our stable value businesses, and also broader manager due diligence, monitoring, and selection across the Empower Retirement/Great-West Financial platforms.  Assets under management are $550+ billion.Prior to joining Great-West, Mr. Kreider worked as a consultant with JDL Consultants, LLC, a boutique management consulting firm specializing in strategic and analytical work for mutual fund boards. Prior to JDL, Mr. Kreider spent more than five years as a senior research analyst at Lipper, Inc.Mr. Kreider has spoken at industry conferences on manager due diligence and subadvisor selection, retirement income, the practical interpretation of investment risk metrics, and other topics. He has been quoted in numerous financial publications including The Wall Street Journal, Barron’s, Money, SmartMoney, and others. In 2016, Mr. Kreider was named as a “Rising Star of Retirement under 40” by LIMRA.Mr. Kreider holds a B.S. in finance from the University of Colorado at Boulder and an M.B.A., also from the University of Colorado. Mr. Kreider is a member of the CFA Society of Colorado and is a CFA charterholder. 

Robert Boyda

Former Senior Managing Director and Senior Portfolio Manager

Manulife Asset Management

Robert Boydais head of Capital Markets and Strategy, co-head of the Portfolio Solutions Group’s (PSG) asset allocation team for North America and a senior portfolio manager at Manulife Asset Management. The Capital Markets and Strategy Group is responsible for Manulife's secular and cyclical economic and capital market forward-looking views. PSG is responsible for the development and growth of Manulife’s asset allocation solutions for individual and institutional investors in the US, Canada, and Asia. Solutions include individual target date and target risk strategies, alternative and international asset allocation portfolios, and highly customized corporate pension plans. Bob is responsible for both economic and capital markets strategy as well as portfolio management of John Hancock's Lifestyle and Lifecycle portfolios.Previously, Bob was senior vice president, investment management services, for John Hancock Financial, the US division of Manulife Financial Corp. In 1994 he originated what are now John Hancock's Lifestyle funds and developed the framework for the IMS function responsible for sourcing, performing due diligence and replacing third party managers for John Hancock.Education: University of Western Ontario, HonoursBachelor of ArtsJoined Company: 2010Joined Manulife Financial: 1994Began Investment Career: 1979 

David Linton

Director of Portfolio Construction and Manager Research

Pacific Life Insurance Company

David E. Linton, CFA, is the Director of Portfolio Construction and Manager Research at Pacific Life Fund Advisors LLC (PLFA). In his current role, he is responsible for the portfolio construction of the $32 billion PLFA suite of asset allocation products, and he shares responsibility for the manager research and due diligence for roughly $40 billion in sub-advisory relationships. Additionally, Mr. Linton is a member of the PLFA Investment Committee and Asset Allocation group, specializing in fixed income, and he is the lead trader for the $1.2 billion Pacific Funds Multi-Asset Fund. Prior to joining PLFA, Mr. Linton was a Vice President and Portfolio Manager at PIMCO. While there, he worked in a variety of capacities and his responsibilities included co-managing PIMCO’s overnight cash investing and financing book on the Short-Term Desk, working as a sovereign credit analyst on the Emerging Markets Desk, and trading investment grade non-financial corporate bonds on the Investment Grade Corporate Desk. Mr. Linton was also a Product Manager and member of the PIMCO Solutions group with a focus on Tail Risk Hedging. Mr. Linton is a CFA® charterholder, has a BS in Business Administration from the University of Southern California, graduating magna cum laude, and an MBA from the University of Chicago Booth School of Business, graduating with honors. Lastly, he is the author of a forthcoming book titled Foundations of Investment Management.

Glenn Regan

Principal, Investment Management

Edward Jones

Glenn leads Managed Solutions & Portfolio Guidance (MS&PG) which offers discretionary portfolio management through the UBS Managed Portfolios programs, publishes model portfolios for application in advisor-managed and advisor-guided portfolios, and provides manager research supporting advisory and discretionary programs.  MS&PG is comprised of four business units – Investment Management, Investment Management Research, Portfolio Execution Group and Quantitative Service Group.

Jeff Makarian

Managing Director, Investment & Portfolio Management

Harbor Capital Advisors, Inc.

Josh Charlson

Director, Manager Selection

Morningstar

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. 

Olga Bitel

Economist

William Blair & Company

Olga Bitel is a global strategist. She is responsible for economic research and analysis across all regions andsectors. She distills macroeconomic and geopolitical developments into actionable insights for global equityportfolios within a multifaceted strategic framework. In addition, she provides insights about cyclical turningpoints and structural trends as inputs into portfolio construction in predominantly bottom-up investmentapproaches. Before joining William Blair in 2009, Olga was a senior economist at the National Institute ofEconomic and Social Research in London, United Kingdom, where she produced macroeconomic forecasts formost Asian economies and led thematic research projects for some of the world’s best-known internationalorganizations, including the Organization of the Petroleum Exporting Countries and the International MonetaryFund. Olga received a B.A. from the University of Chicago and an M.Sc. in economics from the London School ofEconomics and Political Science.

Salman Baig

Portfolio Manager - Cross Asset Solutions

Unigestion

Salman Baig, PhD, Senior Vice President, is Portfolio Manager within the Cross Asset Solutions team. He joined Unigestion in 2018. Salman began his career in 2003 at Microsoft Corporation. In 2009, he joined the University of Washington as a Post-doctoral Researcher in the mathematics. In 2012 he became Mathematician of the Research Staff at the Institute for Defense Analyses. In 2013 Salman joined Bridgewater as an Investment Associate/Engineer focusing on fundamental macroeconomic research, systemization, portfolio construction, and risk management. Salman holds a Bachelor in Mathematics and a Master in Finance both from Princeton University and a PhD in Mathematics from the University of Texas at Austin. 

Seth Weingram

Senior Vice President, Director, Client Advisory

Acadian Asset Management

Seth heads Acadian’s Client Advisory function, which is closely aligned with both the Investment Team and the Global Client Group. Prior to joining Acadian in 2014, Seth was a managing director in Equity Derivatives Trading at UBS. Previously, he was a researcher at Barclays Global Investors, focusing on options and volatility. He also helped to establish and later ran Deutsche Bank’s award-winning Equity Derivatives Strategy Group. Seth holds a Ph.D. in economics from Stanford University and a B.A. in economics from the University of Chicago. 

Stephen Dean

Head of Markets and Investment Strategy

AXA Rosenberg Investment Management

Manisha Singh

Portfolio Manager - Vice President

AIG

Paul Ricciardelli

Managing Director, Head of Wealth Advisory Solutions

Morgan Stanley

Peter Di Teresa

Head of Manager Selection

Morningstar

Peter Di TeresaHead of Manager SelectionMorningstar Research Services LLC   Peter Di Teresa leads the manager selection team for Morningstar Research Services. The manager selection team acts in a fiduciary capacity in constructing retirement plan lineups and plan menus for record-keeper and plan-provider clients. The team also creates and oversees mutual fund and ETF select list for broker/dealer, advisor, and investment supermarket clients.   Prior to joining Morningstar Investment Management in 2002, Di Teresa was associate editor of Morningstar FundInvestor, a publication for individual investors, and wrote Morningstar.com’s popular “Ask the Professor” column. He coauthored the first edition of the Morningstar Guide to Mutual Funds, Morningstar’s first fund-investing book. Di Teresa started at Morningstar, Inc. in 1995 as a mutual fund analyst specializing in U.S. equity funds.   Peter holds a bachelor’s degree from the University of Chicago and a master’s degree from Harvard University.      The Morningstar Selection Services team within Morningstar Research Services supports institutional clients with investment strategy due diligence, selection, and oversight.  

Tim Murphy

VP, Senior Portfolio Manager

Envestnet

Tim Murphy is a Vice President, Senior Portfolio Manager at Envestnet | PMC. He has been with the firm for over nine years, re-joining in January 2014 as a portfolio manager for the Enterprise Portfolio Solutions team. In addition to the Enterprise Portfolios, Mr. Murphy manages the PMC ActivePassive Portfolios, blending active management with low-cost passive strategies. Prior to joining the firm, he worked as a Research Analyst for Securities Finance Trust covering the banking sector and global capital markets. Mr. Murphy worked at FundQuest, for five years prior to its acquisition by Envestnet, as an Investment Analyst and Head Trader, and was responsible for the research and due diligence of mutual fund managers and exchange-traded funds, as well as the management of client assets.Mr. Murphy possesses over 12 years of industry and investment management experience. He received an MBA from Thunderbird School of Global Management at Arizona State University and a BA in Political Science from Bridgewater State University. 

Zoe Brunson

SVP Investment Strategies

AssetMark, Inc.

Zoë Brunson oversees the Investment Strategies Group. She is responsible for overseeing all due diligence on investment partners on the AssetMark platform and the management of AssetMark’s turnkey platform solutions. She is a portfolio manager of the GuidePath Funds, Guided Portfolios (GPS Solutions and GPS Selection Solutions) and Market based strategies.Zoë has over 20 years’ experience and joined AssetMark in 2007. Previously Zoë was at Standard & Poor’s where she led the investment advisory services team responsible for manager due diligence and creation of multi-manager strategies.Zoë holds a BSc (Hons) in Business Information Technology from Kingston University, U.K. and the Chartered Financial Analyst (CFA) designation.

Alexander Kozhemiakin

Head of Emerging Markets Debt

Macquarie Investment Management

Alex joined Macquarie in December 2018 as Head of Macquarie Fixed Income’s Emerging Markets Debt (EMD) team. Alex has overall responsibility for the team which manages the full spectrum of EMD solutions including sovereign, local currency and corporate.Previously, Alex was the head of EMD at Standish Mellon Asset Management. He also worked as an emerging markets debt portfolio manager at Putnam Investments and as a sovereign analyst at Citibank.Alex’s research on fixed income has been published in leading finance journals. He has had a postdoctoral fellowship in International Relations and National Security Studies at Harvard University and received a PhD in Political Science from the University of Illinois. He also holds the CFA destination.

June Lui

Lead Portfolio Manager, China Equities

BMO Global Asset Management (Asia) Ltd

June moved to LGM in December 2014. Previously, she had worked at F&C in London since 2006. Prior to this she was an Investment Services Manager in Hang Seng Investment Management in Hong Kong and before that she worked for Industrial and Commercial Bank of China (Asia) for 4 years. She holds an MBA from the University of Hong Kong and is a CFA Charterholder.  

Joshua Emanuel

Chief Investment Officer, Wilshire Funds Management

Wilshire Associates

Michael Hunstad

Head of Quantitative Strategies

Northern Trust Asset Management

Poorvi Parekh

Director of Outsourced Investments

Canterbury Consulting

Sandra Ackermann-Schaufler

Head of International and Emerging Markets Equity & Senior Portfolio Manager

SEI Investments

Sandra Ackermann-Schaufler serves as a senior portfolio manager within SEI’s Investment Management Unit, covering global, international and emerging-market equities. She is responsible for managing portfolios as well as overseeing research, selection and ongoing evaluation of global, international and emerging-market equity managers within the SEI Funds.   Prior to joining SEI in 2009, Sandra was a senior international equity analyst and portfolio manager of Merrill Lynch’s multi-manager strategies. She managed the firm’s strategic and dynamic international equity portfolios, and was in charge of fund analysis of global, international and emerging-market investment managers as well as commodity-related investment vehicles (through a combination of quantitative and qualitative analysis, in addition to in-person interviews). Previously, she was a senior equity analyst at Zircon Asset Management.   Sandra has also served as chief investment officer and lead portfolio manager for three international closed-end mutual funds at Deutsche Asset Management. Earlier in her career, she was a marketing analyst at HVB Capital Markets, a portfolio manager and equity analyst at Deutsche Asset Management in Frankfurt, Germany, and a portfolio manager at Allianz Asset Management in Munich, Germany.   She earned a Master of Science in International Economic Sciences from the University of Innsbruck, Austria, and is a CFA charterholder.

Kristine J. Mogollon

Director, Investment Product Management

Thrivent Asset Management, LLC

Thrivent Financial is a Fortune 500 not-for-profit financial services organization and the nation’s largest fraternal benefit society.  Thrivent is a faith-based membership organization whose mission is to strengthen Christian communities by helping members be wise with money and inspiring them to live generously.  Thrivent’s corporate headquarters is in Minneapolis, MN and its operations center is located in Appleton, WI.   Kristine Mogollon, CFA is Director of Investment Product Management for Thrivent Financial. She is responsible for the selection and monitoring of investment managers for both sub-advised portfolios and fee-based advisory accounts. In addition, her responsibilities include product management, product development and marketing support for investment products (including mutual funds, variable annuity sub-accounts and discretionary managed account programs). Before joining Thrivent in 2003, she was a Vice President and Senior Product Manager for U.S. Bancorp Asset Management. Prior to that, she held positions as an Investment Analyst for General Mills and for the Minnesota State Board of Investment. She began her career with Sit Investment, and also worked for Cronin & Company and American Express Financial Advisors. She is a CFA charterholder and received her BSB and MBA degrees from the Carlson School of Management at the University of Minnesota.  She also holds the FINRA Series 7, 63, and 66 licenses.

Megan Rosenblum

Senior Director, Wealth Management Platforms

OFI Global Asset Management

Paul Mikelson

Vice President, Subadvised Strategies

Columbia Threadneedle Investments

Paul supports the subadvised funds and other products within Columbia Threadneedle Investments, an affiliate of Ameriprise Financial. His responsibilities include relationship management, negotiating agreements, supporting the subadviser selection process, due diligence, creating and maintaining subadvisory policies and procedures, operational on- and off-boarding, reporting and fund board presentations. There are 37 subadvised funds and 35 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 closely 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, 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 more than 19 years of financial services experience.   Paul received his B.S. in journalism from the University of Kansas and his J.D. from Creighton University.

Jonathan Kreider

Vice President, Investment Products

Great West Life

Mr. Kreider has over 13 years of experience in the financial services industry. He joined Great-West Financial (“Great-West”) in August, 2012. At Great-West, Mr. Kreider leads the Investment Products Team and is responsible for product development and product management of Great-West’s proprietary investment solutions. His team is responsible for the day-to-day investment management decision analytics for the Great-West series of proprietary mutual funds, the product management responsibilities for our stable value businesses, and also broader manager due diligence, monitoring, and selection across the Empower Retirement/Great-West Financial platforms.  Assets under management are $550+ billion.Prior to joining Great-West, Mr. Kreider worked as a consultant with JDL Consultants, LLC, a boutique management consulting firm specializing in strategic and analytical work for mutual fund boards. Prior to JDL, Mr. Kreider spent more than five years as a senior research analyst at Lipper, Inc.Mr. Kreider has spoken at industry conferences on manager due diligence and subadvisor selection, retirement income, the practical interpretation of investment risk metrics, and other topics. He has been quoted in numerous financial publications including The Wall Street Journal, Barron’s, Money, SmartMoney, and others. In 2016, Mr. Kreider was named as a “Rising Star of Retirement under 40” by LIMRA.Mr. Kreider holds a B.S. in finance from the University of Colorado at Boulder and an M.B.A., also from the University of Colorado. Mr. Kreider is a member of the CFA Society of Colorado and is a CFA charterholder. 

Craig Stapleton

Senior Vice President and Portfolio Manager

Securian Asset Management Inc.

Craig serves as vice president for Securian Financial and leads the quantitative analysis and research group. He is also the co-portfolio manager for the Managed Volatility strategies and Securian Asset Management’s (Securian AM) Strategic Dividend Income portfolios. Craig joined Securian Financial in 2005 and has been active in the investment industry for nearly 20 years. He is responsible for derivatives, agency MBS (mortgage-backed security), government and municipal bonds, quantitative analytics, cash management, asset and liability management (ALM), and strategic asset allocation for the Minnesota Life General Account. Craig previously provided quantitative analysis, security and portfolio risk statistics, and derivatives hedging capabilities for Securian AM and its clients. He was appointed to the Risk Council and Home Office Council in 2015. 

Douglas Richardson

Managing Director

Jennison Associates

Doug is a portfolio specialist for Jennison’s global, international, emerging markets, and large cap growth equity strategies. He joined Jennison in 2016. In his previous role with Loomis Sayles, Doug was a product manager and vice president of global equities as well as a client portfolio manager, servicing the institutional and retail channels and a product manager for growth equities. Prior to Loomis, he was an assistant portfolio manager in the private client group at State Street Research & Management Company. Doug holds a BSBA from the State University of New York at Buffalo and an MBA from Boston University.  

Steve Freedman

Senior Product Specialist

Pictet Asset Management

Stephen Freedman joined Pictet Asset Management in 2019 as Senior Product Specialist in the Thematic Equities team.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. Since 2019, he has been teaching environmental finance at New York University.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. 

Adam Farstrup

Head of Multi-Asset Product

Schroders

Adam Farstrup is Head of Multi-Asset Product at Schroders, which involves managing a team which is responsible for assets across a range of investor outcomes utilizing a risk premia based approach. Adam communicates this information about these products to our clients, consultants and potential clients in the US. He joined Schroders in 2007 and is based in New York.Adam was a Product Manager for the Global and International Equity team at Schroders from 2007 to 2013, which involved communicating investment strategy and outlook for the team's products to clients and consultants.He was Chief Investment Officer, Multi-Manager Solutions at Rogerscasey from 2003 to 2007, which involved overseeing investment programs and strategy for the firm's discretionary clients.He was Director of International Equity Manager Research at Rogerscasey from 1997 to 2003, which involved overseeing Rogerscasey’s Global, International and Emerging Markets Equity manager research effort, which was accountable for rating and recommending international equity managers and portfolio structures for the firm.Adam is a member of the CFA Institute and the New York Society of Securities Analysts.Qualifications: CFA Charterholder; BA in Economics from Muhlenberg College. 

David Eisenberg

Director of Consulting Services

Meketa Investment Group

David Eisenberg joined Meketa Investment Group with over 35 years’ experience in the financial services industry.  A Principal of the firm, his consulting work includes providing strategic investment advice and services to financial intermediaries, investment policy design, asset allocation modeling, and fund performance analysis, among others.  In addition to financial intermediaries, he has served endowments and foundations, institutional defined contribution plans, and public funds. Prior to joining the firm, Mr. Eisenberg was a Partner at Mercer, where he served as North America Director of Client Consulting and, previously, as the segment leader of Mercer’s financial intermediaries investment consulting business and as senior portfolio manager in Mercer’s OCIO business.  He has also served as Chief Equity Officer at John Hancock Advisors, a Senior Vice President at NEPC, and a consultant at Cambridge Associates. Mr. Eisenberg received an MBA from the Harvard University Graduate School of Business and a BA in Economics from Beloit College.  He received the Chartered Financial Analyst designation from the CFA Institute and is a member of the Boston Security Analysts Society. He serves on the New England Executive Board of Jewish National Fund, as a board member and chair of the Investment Committee for Friends of the Arava Institute, and vice chair of the Israel Ride.  He is an avid cyclist and an annual participant in the Pan Mass Challenge and the Israel Ride. Meketa Investment Group is an independent, full-service investment consulting and advisory firm with a staff of over 100 in its Boston, Chicago, Miami, Portland, San Diego, and London offices.  Since 1978, we have served as independent fiduciaries, working closely with clients on investment policy design, asset allocation, risk management, manager due diligence, selection and monitoring, and alternatives investments consulting.  We currently work with more than 160 institutional clients advising on $500 billion in assets.  

Dinah Koehler

Equity Strategist

UBS

Gavin Smith

Managing Director, Client Portfolio Manager

QMA, a PGIM Company

Gavin Smith, PhD, is a Managing Director and Portfolio Manager for QMA working within the Quantitative Equity team. In this capacity, he serves as a subject matter expert, and performs research and analysis for Quantitative Equity portfolios. Prior to his current role, Gavin was a key member of QMA’s Research team where he focused on alpha and implementation research that could be applied across markets and strategies. Prior to joining QMA, Gavin led the North American Quantitative Research team at Macquarie Capital, where he was named a Rising Star for Quantitative Research in the Institutional Investor All-American Research Survey. Previously, Gavin served in quantitative research positions at Barclays Capital and Plato Investment Management in Sydney, Australia. He earned a BC (Honors) in finance from the University of Wollongong and a PhD in finance from the University of New South Wales in Australia.