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.
Paul Kim, CFA
CEO & Cofounder
David Berns, PhD
CIO & Cofounder
Brian Kelleher
Chief Revenue Officer
Fiona Ho, CFA
Chief Operating Officer
John Ryu
Chief Financial Officer
Harley S. Bassman
Managing Partner
Michael Green, CFA
Portfolio Manager,
Chief Strategist
Shailesh Gupta
CIO: Structural Alpha
Ken Miller, CFA
Portfolio Manager,
Head of Trading
Jim Nash
Chief Compliance Officer
Jeff Schwarte, CFA
Chief Equity Strategist
Paisley Nardini, CFA, CAIA
Managing Director, Head of Multi-Asset Solutions
Jason England
Managing Director, Portfolio Manager,
Fixed Income Strategist
Christopher Getter, CFA
Managing Director, Portfolio Manager, Emerging Markets Strategist
David Jackson
Portfolio Manager
Jeff Uenishi, CFA, FRM
Portfolio Manager
Siddharth Sethi
Portfolio Manager, Head of QIS Structuring
Emilio Freire Bauzano
Portfolio Manager
Powis Forjoe, CFA, FRM, CAIA, CIPM
Managing Director, Portfolio Manager of QIS Investments
Larry Kim
Managing Director, Portfolio Consultant
Bobbi Ivanova, CFA, CAIA
Head of Institutional Sales
T.J. Gardner
Managing Director,
Head of Strategic Relationships

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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