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Senior Vice President, Investment Specialist
SENIOR VICE PRESIDENT, DEPUTY DIRECTOR OF MULTI-SECTOR FIXED INCOME, PORTFOLIO MANAGER
Jonathan Scott is a Senior Vice President, Deputy Director of Multi-Sector Fixed Income, and Portfolio Manager. As Deputy Director of Multi-Sector Fixed Income, he helps oversee a team of investment professionals who are responsible for managing multi-sector fixed income strategies and retail funds for US and international investors. He is also a member of portfolio management teams responsible for managing Multi-Sector Fixed Income portfolios.
Jonathan joined Amundi US in 2008, working first in the firm’s Fund Accounting department, and in 2011 as a Fixed Income Risk Analyst for the Investment Risk Management Team, where he worked closely with the Fixed Income team. He joined the Fixed Income team in 2012 as an Investment Associate where he supported portfolio construction and traded Investment Grade Corporate bonds. He was promoted to Associate Portfolio Manager in 2016 and in 2018, was named as a Multi-Sector Portfolio Manager. He also assumed portfolio management responsibilities for a US TIPS portfolio. In 2021, he was promoted to Deputy Director of Multi- Sector Fixed Income.
Jonathan holds a B.A. in Economics and East Asian Studies with a concentration in Chinese from Colby College. He is a CFA® charterholder.
Global Lead of Product Development and Innovation
Jason Singer is Partner and Global Lead for Product Development & Innovation in the Client and Product Solutions group at Apollo. Prior to joining in 2021, Jason worked at Goldman Sachs Asset Management (GSAM) for 22 years. At GSAM, he was Managing Director and Global Head of Product, leading the Public Capital Markets team within GSAM’s retail client business. Jason also held various portfolio management and business development leadership roles across the Global Fixed Income team.
Jason graduated from the Whitman School of Management at Syracuse University where he served as an advisory director, and earned his master’s degree in Mathematical Finance from Columbia University.
Senior Vice President, Investment Specialist
Katie provides research and communication to clients, consultants, and prospects in support of our investment strategies and global macroeconomic views. She joined the Firm in 2021 from Franklin Templeton, where she worked as an Investment Director for Templeton Global Macro (2016-2021). Katie previously served as a senior currency and macro analyst and client-facing resource at UBS (2006-2015), an international economist for the US Treasury focused on Latin America (2004-2006), and an analyst at the Federal Reserve Board on emergency liquidity (2001-2004). Katie also held roles at BankBoston in Argentina, ACCION International, and the World Bank.
She holds a B.A. with High Honors from Swarthmore College, an M.P.P. from Harvard’s Kennedy School, and received a Fulbright Fellowship (University of Coimbra) and a Paul Harris Rotary Graduate Fellowship (University of Buenos Aires). She has lived and studied in Spain, El Salvador, Portugal, Argentina, Brazil and Switzerland. Katie holds FINRA Series 7, 24 and 63.
Director, Senior Portfolio Specialist
David joined a predecessor organization in 2016 and has 23 years of investment industry experience. Prior to this, David was Executive Director, Sales and Marketing at Middlefield Capital Group. He was previously Managing Director, Head of Sales at CIBC Asset Management and National Sales Manager at TD Asset Management. David earned an MBA and a BA in Economics from the University of Western Ontario, Canada.
Experience:
Senior Client Portfolio Manager Global Equity Team
Andrew Harvie is a Client Portfolio Manager in the Global Equities team. His role is to articulate the team’s investment views and capabilities to existing and prospective clients, consultants and intermediaries. Andrew re-joined the company and the team in 2018 from Schroders where he was a client portfolio manager and head of product in the QEP investment team.
He has previously worked as a client portfolio manager at Man AHL, Man Group’s quantitative investment division, having originally joined as an investment analyst in 2007. Andrew was also involved in due diligence and product strategy during Man’s acquisition of GLG Partners in 2010. Prior to working in asset management, Andrew worked as an equity capital markets analyst at Bloomberg and started his career within wealth management.
Andrew has been a member of the investment community since 2003. He received a BSc (Hons) in Economics with Statistics from the University of Bristol.
Portfolio Co-Manager
Joined Edmond de Rothschild Asset Management, in 2018, as Portfolio Manager/Analyst specialist in Technology and Media. He began his career in 2008 at Dubai International Capital as an Emerging Markets Analyst. He then joined C.W. Downer & Co as Investment Banking M&A Analyst. In 2011, he moved to OFI Asset Management as Emerging Market Portfolio Manager.
He holds a Master Degree in Management and Finance from ESCP-Europe Business School (Paris).
Senior Vice President, Capital Markets Strategy
Dr. Claus te Wildt is a senior vice president in capital markets strategy at Fidelity Institutional®, the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
In this role, Dr. te Wildt is responsible for formulating and communicating Fidelity’s capital market view to Fidelity Institutional’s clients in the intermediary channel. In this capacity, he is a regular speaker at the national and regional conferences of most major broker-dealer firms, the author of FI’s “Investment Themes” market outlook series, and the co-host of the “Thinking Outside the Portfolio” podcast available on i-tunes.
Prior to joining Fidelity in January 2006, Dr. te Wildt co-founded teMac Investments, LLC, an advisor firm that operated similar to a hedge fund. In this role, he employed global macro strategy, investing in broad long-term investment themes. Previously, Dr. te Wildt held a variety of senior and executive positions at GT Global and Dresdner RCM. He began his career as a consultant at Bain & Company.
Dr. te Wildt earned his master of business administration degree in finance from the University of Colorado and his PhD in finance from the University of Kiel in Germany.
Senior Vice President - ETF Strategist
Ryan is a Senior Vice President and Exchange-Traded Fund Strategist. As an ETF Strategist, Ryan provides in-depth analysis and commentary related to ETF investing. Ryan is a contributor to the First Trust Investment Insights blog, and authors the quarterly “Inside First Trust ETFs” newsletter. Since 2008, several thousand investment financial professionals have participated in Ryan’s monthly ETF webcast. He frequently speaks at ETF industry events and conferences throughout the U.S.
Ryan has appeared on a number of national television outlets including CNBC, Fox Business and Bloomberg. He has also given interviews to several print outlets including The Wall Street Journal, Barron’s, Investor’s Business Daily, Bloomberg, Reuters, US News and World Report, Fortune Magazine, the LA Times and Investment Advisor magazine, for which he authored a monthly column on ETF investing.
He is a recipient of the Chartered Financial Analyst (CFA) designation, and holds a BA and MA from Wheaton College.
Chief Investment Officer
Brendan Ahern is the Chief Investment Officer of KraneShares, a suite of China-focused exchange-traded funds. Brendan joined KraneShares in 2013 where he leads the firm’s China research, product and education efforts. He 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. He produces a daily update called China Last Night (chinalastnight.com), which also appears as a column on Forbes.com. 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.
Brendan graduated from the College of the Holy Cross and has a Master of Science in Financial Analysis from the University of San Francisco.
Executive Director and Client Portfolio Manager
Brett Collins, CFA is an Executive Director and Client Portfolio Manager at NCRAM. He rejoined the firm in July 2021 and covers US, European, and Global High Yield, and Emerging Market Debt and Multi-Credit strategies. Prior to this role, Brett held a variety of positions at State Street Global Advisors, including Quantitative Equity Client Portfolio Manager and Chief Operating Officer of the firm’s Investment Solutions Group. Brett also worked at NCRAM from 1996 to 2004 as an Analyst with the firm’s Emerging Market Debt team.
He holds an MBA in Finance and International Business from Columbia Business School and a B.S. in Finance/Investments from Babson College. He is a CFA® charterholder and a member of the CFA Institute.
Co-Head of Investments and Managing Director
Ben Kirby is co-head of investments for Thornburg Investment Management. He is responsible for driving the investment process at the firm level. Ben is also a portfolio manager on multiple strategies. He joined Thornburg in 2008 as equity research analyst, was promoted to associate portfolio manager in 2011, and was named portfolio manager and managing director in 2013.
Ben holds a BA in computer science from Fort Lewis College and an MBA from Duke University’s Fuqua School of Business. Prior to graduate school, Ben was a software engineer at Pinnacle Business Systems in Oklahoma City, Oklahoma. He is a CFA charterholder.
Head of Wealth Management Business Development
Pablo Bernal, CFA is the Head of Wealth Management Business Development for Latin America at Vanguard. Based in Mexico City, he´s in-charge of managing Vanguard´s relationship with the region´s intermediaries, including asset managers, RIAs and private banks.
Prior to joining Vanguard in 2017, Mr. Bernal was a portfolio manager at Sherpa Capital where he managed local stock picking strategies and global asset allocation mandates for private and institutional clients. He began his career in the investment management industry as a business development professional at BlackRock in Mexico City.
Pablo Bernal is a Chartered Financial Analyst and holds a B.A. in public accounting and financial strategy from Instituto Tecnológico Autónomo de México (ITAM).
Chief Economist
Seamus Smyth is the chief economist at Virtus Investment Partners. In this role, he leads economic coverage for the firm, helping portfolio managers interpret the economic environment and evolving risks. He collaborates closely with the investment teams, engaging in a dialogue about incoming economic data and the outlook.
Dr. Smyth joined Virtus in 2022 with the acquisition of Stone Harbor Investment Partners, where he continues to serve as the chief developed markets economist. He leads a firm-wide Investment Policy committee that helps Stone Harbor position itself for current macroeconomic conditions. Prior to joining Stone Harbor in 2019, Dr. Smyth served as a senior economist and managing director at Caxton Associates, LP, a global macro hedge fund. At Caxton, he supported portfolio managers across a range of asset classes: equities, fixed income, foreign exchange, credit, and commodities. Dr. Smyth led U.S. economics coverage, while also providing insights on a range of other economies, both developed and emerging, including the eurozone, Japan, Brazil, Canada, and Turkey. He regularly traveled to countries of interest and met with policymakers to help understand the economic environment.
Dr. Smyth started his career in the financial services industry as a U.S. economist for Goldman Sachs. While at Goldman, Dr. Smyth was part of a top-ranked U.S. economics team and wrote regularly for a range of publications. His research touched a wide range of topics, from inflation, the housing market, to the effect of weather on economic data. During the financial crisis, he helped investors understand the various new programs the Federal Reserve and U.S. government were implementing.
Dr. Smyth earned a Ph.D. in economics from Harvard University. His thesis used quantitative methods to explore optimal taxation across capital and labor in the presence of uninsurable, idiosyncratic labor market risk. He also wrote papers on the value of statistical life and the formation of inflation expectations. While in graduate school, he spent time at the U.S. Department of the Treasury in the Quantitative Policy Analysis Group and the Federal Reserve Bank of San Francisco in macroeconomic research.
Dr. Smyth earned a B.A. in economics (with honors and distinction), a B.S. in mathematical and computational sciences (with distinction), and an M.S. in statistics from Stanford University. While at Stanford, he received the Firestone Medal for Excellence in Undergraduate Research for his thesis “Robustness and Efficiency of Monetary Policy Rules in Small Open Economies” and was a Research Assistant for Nobel Prize winner Tom Sargent.
Managing Director and Portfolio Manager
As a portfolio manager, Peter is responsible for developing and managing multi-asset portfolios as well as outcome-oriented investment solutions. In addition to working on new product launches, he manages several portfolios for clients in different regions with a particular focus on income-generating asset classes. His investment philosophy involves blending thematic and quantitative insights in order to meet clients’ investment objectives. He is also working with researchers on his team to develop an investment platform that will allow clients to customize his investment approach according to their risk/return and income preferences.
Prior to joining Wellington Management in April 2015, Peter was a member of the Multi-Asset Portfolio Strategies Group at BlackRock (formerly Merrill Lynch Investment Managers), where he spent 10 years as a portfolio manager and macro researcher in London and New York (2005 – 2015). He was responsible for the equity and commodity allocations across his team’s book of business and was a portfolio manager on their flagship mutual fund, BlackRock multi-asset income. He was a co-manager on many other approaches, including mandates focusing on Global Tactical Asset Allocation, and also headed up the group’s Global Research Team. He started his professional career at Deutsche Bank (1999 – 2001) before joining Merrill Lynch Investment Managers in the UK in 2005.
Peter earned a BSc degree, with honours, in international economics from Nottingham University in 2004 and an MSc degree in economics and finance from Warwick Business School in 2005.
