Joined Polen Capital in 2012.

Years of industry experience: 25.

Education: B.S. in Business Administration fom Georgetown University and General Course degree from the London School of Economics.

Blanca is a portfolio specialist and research analyst for Portfolio Solutions Group at MSIM. She joined Morgan Stanley in 2012. Blanca's responsibilities include client service, business development, manager monitoring, research and thought leadership.

Blanca received her dual B.S., summa cum laude, in International Business from Northeastern University and Universidad Pontificia de Comillas (ICADE) in Spain.

He is responsible for the management of the CPM team and is also the CPM for Eastspring’s Multi Asset Strategies. He works with the investment, sales, product as well as marketing teams to develop and promote clear investment messages for clients. 

Adam graduated from Queen’s University in Canada and holds a MSc Economics from the London School of Economics.

He is a Portfolio Specialist on the AIP Hedge Fund Solutions team within Morgan Stanley Investment Management. He joined the firm in 2017.

Jon received a M.B.A. in finance from Vanderbilt University's Owen Graduate School of Business and a B.A. in political science from Dickinson College.

Brendan is a global strategist and a member of the Real Return team. He attends the global strategy group, has responsibility for analysing trends in financial markets and helping to develop the long-term themes that form the base of Newton’s investment framework.

Prior to joining Newton, Brendan was a member of the investment team at Axa IM and Iveagh ltd managing multi-asset portfolios. Brendan holds a degree in international business economics and statistics and is a CFA1 charterholder. Outside of work, Brendan likes cooking and walking his dog.

Joined Newton: 2015
Joined industry: 2010

He is an Managing Director with the Private Credit & Equity Group (“PC&E”). PC&E, part of Morgan Stanley Investment Management, is the firm’s direct private credit and private equity investing group. PC&E offers unique investment opportunities on a global basis across multiple strategies to leading institutional and individual investors.

Scott is responsible for investor coverage for PC&E, including product development, marketing, relationship management and consultant relations. Scott rejoined Morgan Stanley in 2014. Previously Scott spent sixteen years in investment banking working for Morgan Stanley, Goldman Sachs and UBS managing relationships with private equity firms, delivering debt financing for transactions, mergers and acquisitions advisory services and equity financing.

Scott received his MBA, with honors, from the University Of Chicago Booth School Of Business and his BA from the University Of Wisconsin.

Before joining Jupiter, James worked at Merian Global Investors as a Macro Analyst in the fixed income team. He began his investment career in 2018.

James has a degree in Economics & Management, and is a CFA charterholder.

As an investment director in Investment Product & Fund Strategies, Amar works closely with investors to help ensure the integrity of their fixed income investment approaches. This includes meeting regularly with fixed income investment teams and overseeing portfolio positioning, performance, and risk exposures, as well as developing new products and client solutions and managing business issues such as capacity, fees, and guidelines. He also meets with clients, prospects, and consultants to communicate our investment philosophy, strategy, positioning, and performance.

Amar has an MBA from the University of Chicago Booth School of Business (2006), a master of science in European political economy from the London School of Economics and Political Science (2000), and a bachelor of arts from Vassar College (1999).

He is responsible for client relationships in the US and Canada.

Dan holds a Bachelor's degree of Science in Business Administration from the University of Richmond, US and is a Certified Public Accountant. He has completed his Series 7 and Series 63 certification.

In her role she teaches, coaches and provides practice management consulting expertise to top Financial Advisors.

Her industry registrations currently include CRPC designation, FINRA Series 7, 24 and 66.

Andreina is a business development executive at American Express® International Dollar Card. She joined Amex in 2019 where she was task to increase IDC’s market share and revenue with top producing partners expanding from the United States to LATAM.

Andreina has a Bachelors Degree from Universidad Metropolitana, Venezuela, and a Master’s in Finance from Instituto de Estudios Superiores IESA, Venezuela.

He is focused on the identification, selection and due diligence of private equity funds to be offered on the Flagship Platform.

He received a BS in Business Administration with a concentration in Finance from Drexel University.

Has more than a decade of experience in high yield credit.

Joined M&G in June 2011 and started managing fixed income portfolios in January 2014.

Strategies he manages: Global High Yield Bond, the Global Floating Rate High Yield and the Sustainable Global High Yield Bond strategies.

James is a CFA charterholder.

He graduated with an MA in history and PgDip in economics from the University of Cambridge.