Speakers
Asness, Cliff El-Erian, Mohamed Fuss, Dan Seides, Ted Siegel, Jeremy
Clifford S. Asness, Ph.D.
AQR Capital Management
Managing and Founding Principal
Prior to co-founding AQR Capital Management, Cliff was at Goldman, Sachs & Co. where he was a Managing Director and Director of Quantitative Research for the Asset Management Division. Cliff and his team at Goldman were responsible for building quantitative models to add value in global equity, fixed income and currency markets for Goldman clients and partners. Cliff has authored articles on many financial topics including multiple publications in the Journal of Portfolio Management and the Financial Analysts Journal. He has received the best paper award from the Journal of Portfolio Management twice (2001, 2003). From the Financial Analysts Journal he has received the Graham and Dodd Award for the year’s best paper (2003), a Graham and Dodd Excellence Award (2000), the award for the best perspectives piece (2004), and the Graham & Dodd Readers' Choice Award (2005). In addition, the CFA Institute has awarded Cliff the James R. Vertin Award which is periodically given to individuals who have produced a body of research notable for its relevance and enduring value to investment professionals. He is on the editorial board of the Journal of Portfolio Management, the editorial board of the Financial Analysts Journal, the governing board of the Courant Institute of Mathematical Finance at NYU, Co-head of the Leadership Council of the Robin Hood Foundation, and on the Board of the International Rescue Committee. Cliff received a BS in Economics from the Wharton School and a BS in Engineering from the Moore School of Electrical Engineering, both graduating summa cum laude at the University of Pennsylvania. He received an MBA with high honors and a Ph.D. in Finance from the University of Chicago where he was Eugene Fama’s student and teaching assistant for two years (he is still respectfully scared of Gene).
Mohamed El-Erian, Ph.D.
PIMCO
CEO and co-CIO
Dr. El-Erian is CEO and co-CIO of PIMCO and is based in the Newport Beach office. He re-joined PIMCO at the end of 2007 after serving for two years as president and CEO of Harvard Management Company, the entity that manages Harvard’s endowment and related accounts. Dr. El-Erian also served as a member of the faculty of Harvard Business School. He first joined PIMCO in 1999 and was a senior member of PIMCO's portfolio management and investment strategy group. Before coming to PIMCO, Dr. El-Erian was a managing director at Salomon Smith Barney/Citigroup in London and before that, he spent 15 years at the International Monetary Fund in Washington, D.C. Dr. El-Erian has published widely on international economic and finance topics. His book, When Markets Collide, was a New York Times and Wall Street Journal bestseller, won the Financial Times/Goldman Sachs 2008 Business Book of the Year and was named a book of the year by The Economist. Dr. El-Erian has served on several boards and committees, including the U.S. Treasury Borrowing Advisory Committee, the International Center for Research on Women, and the IMF's Committee of Eminent Persons. He is currently a board member of the NBER and the Peterson Institute for International Economics. He holds a master's degree and doctorate in economics from Oxford University and received his undergraduate degree from Cambridge University.
Daniel J. Fuss, CFA, CIC
Loomis Sayles
Vice Chairman
Dan Fuss has 50 years of experience in the investment management industry and has been with Loomis, Sayles & Company since 1976. He is vice chairman of the firm and manages numerous institutional accounts for the fixed income group. Dan also manages a variety of mutual funds including the flagship Loomis Sayles Bond Fund. In 2000, he was named to the Fixed Income Analysts Society’s Hall of Fame in recognition of his contributions and lifetime achievements in the advancement of the analysis of fixed income securities and portfolios. He is president of the Boston Security Analysts Society. Dan earned a BS and an MBA from Marquette University. He served in the US Navy from 1955 to 1958 and held the rank of Lieutenant.
Ted Seides, CFA
Protégé Partners, LLC
Co-founder, Senior Managing Director of Investments
Ted Seides, CFA, is the Co-founder, Senior Managing Director of Investments at Protégé Partners, LLC, a leading multi-billion dollar alternative investment firm that invests in small and specialized hedge funds on an arms-length and seed basis. Ted began his career at the Yale University Investments Office in 1992. During his five years at Yale, Ted focused on external public equity managers and internal fixed income portfolio management. From 2000–2001, Ted was a Senior Associate at J.H. Whitney & Company, where he worked alongside the Managing Partner on hedge fund seed investing and conducted equity research for the firm’s long/short hedge fund, the Green River Fund. Before joining J.H. Whitney, Ted was the first Associate hired by Stonebridge Partners, a middle-market private equity firm founded by former principals of KKR and Clayton, Dubilier & Rice. In the summer of 1998, he conducted equity research at Brahman Capital, a $2 billion long-short U.S. equity hedge fund. Ted holds a B.A. from Yale University, Cum Laude, with Distinction in the Economics & Political Science major, and an M.B.A. with honors from the Harvard University Graduate School of Business. He serves as Chairman of the Programming Committee of the Greenwich Roundtable, and is a member of the Investment Committees of the Bruce Museum Endowment and the Wenner-Gren Foundation. Ted serves on the Advisory Board for Citizen Schools New York. Ted has authored guest columns in Peter L. Bernstein’s Economics and Portfolio Strategy newsletter (“The Next Dominos: Junk Bond and Counterparty Risk,” December 1, 2007 and “Liquidity: Let’s Don’t Wait Til the Water Runs Dry,” August 15, 2006), the pieces “Understanding Hedge Fund Fundamentals and Trends” in CFA Conference Proceedings Quarterly, September 2008, “A Hedge Fund Future” in The NMS Exchange, December 2008, Volume 9, No. 1., and the chapter "A Matter of Trust: The Issue of Risk Transparency" in the book Hedge Fund Strategies: A Global Outlook, Brian R. Bruce (Institutional Investor, 2002), and the Harvard Business School case study "Woodland Partners: Field of Dreams?" (Harvard Business School Publishing, #N9-800-070, 1999). He was a protagonist of the Harvard Business School case study "Protégé Partners: The Capacity Challenge" (Harvard Business School Publishing, #N2-205-100, 2005).
Jeremy J. Siegel, Ph.D.
WisdomTree Investments, Inc.
Senior Investment Strategy Advisor
Jeremy J. Siegel, WisdomTree’s Senior Investment Strategy Advisor, is the Russell E. Palmer Professor of Finance at The Wharton School of the University of Pennsylvania. Professor Siegel has written and lectured extensively about the economy and financial markets and is a regular contributor to the financial news media. In 1994, he received the highest teaching rating in a ranking of business school professors conducted by BusinessWeek magazine. His book, Stocks for the Long Run, was named by The Washington Post as one of the 10 best investment books of all time. His latest book, The Future for Investors, is a bestseller.
Jeremy Siegel is a registered representative of ALPS Distributors, Inc.