Chapter Head

Xiang Gao, CAIA, is currently a Professor of Finance and the Head of Research Center of Finance at Shanghai Business School, Shanghai, China. His research interests focus on FinTech and green finance. He has published more than 70 papers in journals including the Economic Journal, Journal of Portfolio Management, etc. He also served as the associate editor for the Journal of International Money and Finance. He obtained his Ph.D.

Roselin is an Executive Director at CICC Capital Management Co., Ltd., focusing on energy, manufacturing and high technology sectors. 

CAIA Member since 2014

Daniel is an Associate Director and Senior Portfolio Specialist for Bentham Asset Management.

Daniel joined in May 2016 from Credit Suisse Asset management, where he worked in a product and distribution role focusing on alternatives and credit. Prior to Credit Suisse he worked at AMP as a Senior Research Analyst.

CAIA Member since 2013

Lapo Sogli is part of the European Equity Team at Candriam as Senior Fund Manager. He is also Head of Technical Analysis. He joined Candriam in 2010.

Lapo started his career as a trader. In 1995, he joined the proprietary desk of Bank of America in Milan, first as a forex trader, then as an equity trader.

In 2001 he moved to Luxembourg to join the advisory desk of Credit Agricole Indosuez where he  became the responsible for alternative investments and manager of a fund of hedge funds.

CAIA Member since 2008

Over 20 years industry experience having worked for international asset managers and fund distribution platforms. Business development in Iberia and Latinamerica, servicing institutional and wholesale clients. Wide experience in both traditional asset classes and alternatives (hedge fund, private equity, private debt).

Dennis Montz, CAIA, is the Senior Vice President and Director of Private Investments at Sentinel Trust Company. In this role, Montz sources, conducts due diligence on, analyzes, and monitors investments for four proprietary private equity funds of funds in conjunction with external specialized consultants. Additionally, he oversees limited partnership investments in venture capital, corporate finance, and real estate funds, as well as analyzes other private investment opportunities for clients.

Michael Griffin is a founding partner of SilverOak Financial Group, Ltd., an investment management and financial planning firm in Houston, TX. He began his financial services career in 1999. He subsequently took an interest in the CAIA designation and received his Charter in 2010 in an effort to better serve his clients and in support of his own direct investment activities. Michael graduated from the University of Notre Dame in 1990 with a BBA in Finance and a BA in Japanese.

CAIA Member since 2005

CAIA Member since 2009

Keenan Carstens, CFA, CAIA, is currently Head of US Client Relations for the CFFA Group. The CFFA Group provides Registered Investment Advisors investment consulting services as well as web based applications designed to capture new client assets as well as retain existing clientele through improved communication protocols.