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ClosePhil Shankweiler is a director within the Hartford Funds advisory services group. In this role, he works with RIAs, family offices, and bank-trust groups to help them enhance their investment and client-service outcomes. Through a personalized, client–centric approach, Phil brings the value of Hartford Funds to clients with an expertise in capital markets, investment management, and the financial–planning process.
Nora serves as Managing Director of Investments at Mill Creek Capital Advisors. She has primary responsibility for evaluating fixed income and alternative credit strategies across MCCA’s investment programs. Prior to joining MCCA in 2017, Nora was Director at FS Investments, where she helped launch focused investment programs and conducted investment research. Prior to FS, Nora was a Credit Analyst at Standard & Poor’s with primary research coverage of the energy sector. She previously held various analyst positions at Bear Stearns and Goldman Sachs.
Gregory Stumm serves as Senior Vice President, Head of Distribution at Resolute Investment Managers. He is responsible for the National Accounts and Institutional teams, and supports consultant and advisory relationships. He also is a member of the company’s Product Management team, tasked with sourcing new investment ideas for Resolute and its affiliates.
Previously, Mr. Stumm was national sales manager of Retail Sales for Resolute, managing the External Sales team across all channels.
What do artificial intelligence and real estate have in common? A lot, as it turns out. Real estate has been the most fascinating space to watch throughout the global pandemic, and the applications of artificial intelligence are growing faster than housing starts. Working from home has called the value of some commercial real estate into question, and residential housing values have shot through the roof!
Description: The pursuit of diversification for the average financial advisor is not as straightforward as it once was. From private capital to collectibles, the barriers to access alternative asset classes are lower than ever, thanks to regulatory changes and product innovation. In this webcast, Phil Huber, CFA, CFP®, and Aaron Filbeck, CAIA, CFA, CIPM, FDP, discussed Phil’s background, his approach to asset allocation and portfolio construction for his clients, and his new book, The Allocator’s Edge.
Description: To support FDP Candidates and those considering the pursuit of the FDP Charter, we offered a brief, live webinar with our Curriculum team.
A typical Orientation Session includes the following:
• Review sample exam questions.
• Learn exam-taking tips.
• Have your questions answered by our exam experts.
Description: Dan Joldzic, CEO of Alexandria Technology and Keith Black, PhD, CFA, CAIA, FDP discussed how machines are interfacing with humans to effect manager selection and private asset secondary sales in this second installment of Turn Text to Alpha. After a quick recap of Part I (https://bit.ly/3r2k8nx), the webinar continued to discuss key questions that sit across technology and finance:
Description: Map out your learning journey to obtain the FDP Charter. FDP managing Director Keith Black shares the value add of the FDP Charter, the updated curriculum, hiring trends, and how you can leverage your FDP learnings as you advance your career. The FDP team answered questions about the FDP program, where to obtain your curriculum, and our testing options. FDP Candidates have two options for the FDP Exam
Option 1: At a Prometric Test Center (April 4-17, 2022)
Option 2: Via ProProctor (remote proctoring) from your home or office (April 17+18, 2022)
Just a few years ago, the Financial Data Professional Institute was just an idea. Now, after five exam cycles, there are FDP Charterholders in 41 countries, and the global footprint is growing. CAIA CEO Bill Kelly and Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Program Director, FDP Institute, discuss the curriculum, and why the FDP Institute’s highly specialized body of knowledge resonates with investment professionals.
There are many methods for conducting performance attribution with portfolios containing only liquid assets. A lack of periodic asset return data and a clear definition of what constitutes an appropriate market benchmark thwarts efforts to perform similar types of attribution analyses for portfolios of private equity funds (and other illiquid investments). This presentation covered a proposed methodology for decomposing private fund portfolio performance in an article, “Private Portfolio Attribution Analysis,” published in the Fall 2021 edition of The Journal of Alternative Investments.
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