Leadership

To pioneer institutional-grade alternative strategies inside ETFs, we have brought together the best minds from institutional trading, operations, research, risk management and portfolio management. To champion these strategies, we have also assembled a competent and experienced client solutions team that both understands our strategies and is incredibly passionate about educating clients on how these strategies work and how they can be used in portfolios.

CEO & Cofounder

David Berns, PhD

CIO & Cofounder

Chief Operating Officer

Chief Financial Officer

CIO, Structural Alpha &
Managing Partner

Paisley Nardini, CFA, CAIA

Managing Director,
Head of Multi-Asset Solutions

Michael Green, CFA

Portfolio Manager,
Chief Market Strategist

Ken Miller, CFA

Head of Trading,
Portfolio Manager

Jeff Schwarte, CFA

Chief Equity Strategist

Managing Director, Portfolio Manager,
Fixed Income Strategist

Harley S. Bassman

Managing Partner

Managing Director,
Head of Distribution

Chief Revenue Officer

Chief Marketing Officer

Bobbi Ivanova, CFA, CAIA

Managing Director,
Head of Institutional Sales

Christopher Getter, CFA

Managing Director, Portfolio Manager, Emerging Markets Strategist

Why Register?

In-depth case studies provide valuable insights into practical portfolio problems and their solutions
Simplify curated model portfolios that show investors how to incorporate alternatives into their portfolio

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Simplify Curated Model Portfolios Incorporating Alternatives

In-Depth Case Studies To Help You Manage Portfolios

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