The 15th Annual Greenwich Associates Competitive Challenges Conference | October 16 - 17, 2018

The Resort at Pelican Hill | Newport Beach, California

2017 Speakers

Keynote Speakers

Dana Emery

Chief Executive Officer
Dodge & Cox

Dana Emery is Chief Executive Officer, President, and Director of Fixed Income at Dodge & Cox. She joined the firm in 1983, and is a member of the Fixed Income and Global Bond Investment Policy Committees, Business Strategy Committee and the Board of Directors. Dana is a shareholder of Dodge & Cox and a Trustee of the Dodge & Cox Funds.

Dana holds a B.A. from Stanford University. She is a CFA charter holder and a Chartered Investment Counselor. Dana is a member of the Advisory Board of the Fixed Income Forum, Founding Co-Chair of The Credit Roundtable, and the former Chairman of the Treasury Borrowing Advisory Committee. She is a member of the National Board of Directors of Summer Search.

Established in 1930, Dodge & Cox is an independent investment management company with $290 billion in assets under management, of which $117 billion are invested in fixed income, as of March 31, 2017. Ownership is limited to active employees of the firm.

Dodge & Cox manages investments from one office located in San Francisco, California. Dodge & Cox also has a subsidiary office in London, Dodge & Cox Worldwide Investments Ltd., to service non-U.S. institutional investors.

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Helena Morrissey

Head of Personal Investing
Legal & General Investment Management (LGIM)

Helena started her career in New York with Schroder Capital Management. After returning to London, she joined Newton in 1994 as a junior fund manager and was appointed CEO in 2001. During her fifteen years leading the firm, assets under management grew from £20 billion to over £50 billion.

In 2010, Helena founded the 30% Club, a cross-business initiative to achieve better gender-balanced U.K. company boards through men and women working together on voluntary actions. These efforts now span the whole career journey from schoolroom to boardroom and the proportion of female directors on U.K.-listed company boards has more than doubled. The 30% Club approach has been adopted internationally, including in the United States, Hong Kong, Ireland, Italy, South Africa, Australia, Canada, Malaysia and the Gulf Co-Operation Countries. Helena also chairs Business in the Community's gender equality campaign, part of the Prince of Wales' Responsible Business network.

Helena has been named one of Fortune Magazine's World's 50 Greatest Leaders. She has twice been voted one of the 50 Most Influential People in Finance globally by Bloomberg Markets. Helena is a Fellow of London Business School. She was made a Dame in the Queen's 2017 Birthday Honours list for her contribution to diversity.

Helena is married to a Buddhist meditation teacher and they have nine children, six girls and three boys whose ages range from 8 to 25.

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Michelle R. Seitz

Chief Executive Officer
Russell Investments

Michelle R. Seitz is chief executive officer of Russell Investments and a director on the firm’s board. She is a recognized industry leader with more than 30 years of experience in asset management— experience that has spanned everything from portfolio management to the C-suite.

Prior to joining Russell Investments in September 2017, Michelle spent 22 years with William Blair, a global investment firm with more than 1,400 employees and offices in 10 cities across four continents. She served for 16 of those years on the firm’s seven-person executive committee and as chief executive of William Blair Investment Management (WBIM), which had more than $70 billion in assets under management (AUM) under her leadership.

Michelle drove the transformation and five-fold growth of WBIM, evolving it from a regional high net worth franchise to the internationally recognized, global asset management firm that it is today. Notably, she led the more nascent institutional portion of the business to 28-fold growth—from $2.3 billion in AUM to $65 billion in AUM—all while cultivating a culture of client-centric excellence, integrity and employee engagement.

Prior to assuming leadership of William Blair Investment Management in 2001, Seitz led the firm’s private wealth management businesses. Her previous experience also includes senior portfolio management roles with WBIM, Concord Investment Company and NationsBank.

Seitz was named one of the ‘Top Women in Asset Management’ in 2016 by Money Management Executive and was recently awarded the Kelley School Alumni Association Academy Fellows Award, which honors the most accomplished leaders from the Indiana University Kelley School of Business. An active industry participant, she is a long-standing board member of the U.S. Institute, an association of asset management CEOs, and involved in The European Institute. She has held several leadership roles with the Financial Accounting Foundation (FAF), which is responsible for the oversight, administration and finances of the Financial Accounting Standards Board (FASB) and Governmental Accounting Standards Board (GASB). These include a recent five-year term on the FAF board of trustees, as well as roles on the executive committee and as chair of its finance and compensation committee.

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Kristi Mitchem

Chief Executive Officer
Wells Fargo Asset Management

Kristi Mitchem is chief executive officer and head of Wells Fargo Asset Management (WFAM). WFAM offers 29 autonomous investment teams with specialized expertise and proven processes, more than 500 investment professionals, and a global reach with offices and clients around the world.

Ms. Mitchem also serves on the Operating Committee of the Wealth and Investment Management division of Wells Fargo and is a member of the Wells Fargo Management Committee. Prior to joining Wells Fargo in 2016, Ms. Mitchem had served as executive vice president, head of the Americas Institutional Client Group, and member of the Executive Management Group at State Street Global Advisors (SSGA), the investment management arm of State Street Corporation.

While at State Street, Ms. Mitchem was a passionate advocate for issues supporting diversity and inclusion and was a driving force in bringing to market a gender diversity index exchange-traded fund designed to invest in U.S. companies committed to advancing the roles women play in their management and on their boards.

Before joining SSGA, Ms. Mitchem worked at BlackRock (and the former Barclays Global Investors) as a managing director and head of the U.S. Defined Contribution business and as the head of U.S. Transition Services. She began her career at Goldman Sachs, where she held various sales and management roles over the course of nine years.

Ms. Mitchem has more than 17 years of experience in the asset management, defined contribution, and equities markets. She was named one of the Top Women in Asset Management by Money Management Executive in 2017 and one of Treasury & Risk's Top 100 Influential People in 2008.

Ms. Mitchem earned a bachelor's degree in political science from Davidson College, where she graduated summa cum laude and was awarded First Honors. She earned a master's degree in business administration from the Stanford Graduate School of Business, where she was an Arjay Miller Scholar. She is also a Fulbright Scholar.

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Jack Boyce

Head of Institutional Distribution for Americas
Aberdeen Standard Investments

Jack Boyce is Head of Institutional Distribution - Americas for Aberdeen Standard Investments and leads the region's business development activities, including sales, client relationship management, consultant relations and marketing. He has been a member of the senior leadership team for the firm's Global Client Group and serves on the U.S. Board and Executive Committee, responsible for contributing to the successful execution of the firm's global strategic plan. He is also CEO of the U.S. registered broker/dealer, SLIS, and a member of the firm's Senior Leadership Group for Diversity and Inclusiveness.

Prior to joining Standard Life Investments, Jack was Co-Head of Global Institutional Sales at PineBridge Investments (formerly AIG Investments) where he led the Americas and Japan institutional business teams as well as the global consultant relations group. Prior to joining PineBridge/AIG in 2007, he was Senior Vice President at GE Asset Management where he established the firm’s global distribution efforts. Mr. Boyce has over 35 years of investment experience, including nearly 13 years with the US asset management subsidiary of AEGON USA.

Jack is a graduate of Merrimack College and is currently a member of the school’s Board of Trustees. He also chairs the Institutional Planning and Strategy Committee and serves on the Executive and Investment Committees. He is a board member of the British American Business Council and sits on the Institutional Investor Institute Advisory Board. He has also held board positions for the Alzheimer’s Association of America and the Association of Investment Management Sales Executives, and is a past member of the US/ASEAN Business Council and the Middle East Institute. Jack holds Series 7, 63, & 24 licenses.

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Isla Mackenzie

Global Head of Marketing & External Communications
Aviva Investors

Isla leads Aviva Investors' global marketing and external communications strategy and has a clear remit to grow brand awareness and extend the external profile of the business globally. She also sits on the Global Business Development Leadership team, sharing joint responsibility for driving global strategy.

Since joining Aviva Investors in November 2014, Isla has led the re-launch of the Aviva Investors brand proposition - 'For Today's Investor' - and has spearheaded the development of its digital and content platform to position the business as a leader in outcome-oriented solutions.

Isla manages a significant team of marketing and communications professionals globally, across channel marketing, investment communications, digital strategy and external communications.

Isla is an internationally-experienced marketing specialist with over 16 years in the asset management industry and a proven track record for executing revenue-generative, strategic and tactical initiatives across institutional and wholesale channels in multiple geographies. Before joining Aviva Investors, Isla was Head of Marketing for the UK at Aberdeen Asset Management. Prior to that, she spent seven years at Standard Life Investments, leading their global institutional marketing function, playing a key role in the externalisation of SLI's multi-billion dollar absolute return proposition, GARS. Isla also spent four years at Henderson Global Investors where she was instrumental in the launch of their highly successful US Mutual Fund Business, latterly managing marketing for institutional and sub-advisory relationships with clients in Canada and the US.

Isla holds an Honours degree in English Literature from Edinburgh University.

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Matthew Breitfelder

Chief Talent Officer and Managing Director

Matt Breitfelder, Managing Director, is BlackRock's Chief Talent Officer and is a member of the firm's Global Operating Committee. In this capacity, Matt leads the Global Talent team, with responsibilities for talent acquisition, talent management, learning & development, inclusion & diversity and executive succession planning and development. Previously, Matt served as the Global Head of the HR Business Partner team, which is responsible for providing HR consulting and service delivery in each business group across the firm. He also led the Investments (Alpha, Beta, Multi-Asset, Trading & Liquidity and Alternatives) and Client Businesses (Institutional, Retail, iShares and BlackRock Solutions) HR teams.

Prior to joining BlackRock, Matt was Global Head of Talent Management and Organizational Development at MasterCard Worldwide. He has also held talent and strategy roles at PricewaterhouseCoopers and the Corporate Executive Board. He began his career as an international economist with the U.S. Department of Commerce. Matt currently serves on advisory boards at the Presidio Institute and the Aspen Institute.

Matt earned a BA in economics from the University of Southern California, an MS from the London School of Economics and an MBA from Harvard Business School.

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John Streur

Chief Executive Officer
Calvert Research and Management

John Streur is president and chief executive officer for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. John is also president and a trustee of the Calvert Funds as well as a director of the Calvert Foundation and member of its Risk Management Committee. He guided the creation of the Calvert Principles for Responsible Investment, the Calvert Research System and the Calvert Indices, and has placed focus on investment research and emphasis on environmental, social and governance (ESG) factors integrated with investment decisions. He joined Calvert Research and Management in 2016.

John began his career in the investment management industry in 1987. Before joining Calvert Research and Management, he was president and chief executive officer with Calvert Investments. He has managed socially responsible investments at the request of institutional clients, including public funds, religious institutions, and college and university endowments since 1991. Previously, he was president, director and principal of Portfolio 21, a boutique firm specializing in global environmental investing, and spent 20 years at AMG Funds (and its predecessors), a firm he co-founded and where he served as president, CEO and chair of the Investment Committee.

John is a Founding Member of the Investor Advisory Group of the Sustainability Accounting Standards Board and serves as a director on the board of the Environmental Media Association, whose mission it is to motivate the entertainment industry to educate the public about environmental issues and sustainability through all forms of media.

John earned a B.S. from the University of Wisconsin, College of Agriculture and Life Sciences.

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Benjamin Thompson

Chief Executive Officer
Fiera Capital

Ben is the President and Chief Executive Officer of Fiera Capital Inc., the U.S. division of Fiera Capital Corporation. Fiera Capital Corporation is the third largest independent asset manager in Canada and provides a wide range of equity, fixed income and alternative strategies to institutional and individual investors. The U.S. division manages approximately $25 billion on behalf of U.S. institutional and individual clients in traditional and non-traditional sectors.

Prior to its acquisition by Fiera in 2015, Ben was a co-founder and Chief Executive Officer of Samson Capital Advisors LLC. In addition to heading its Management Committee, he was a portfolio manager and a member of the Investment Committee. Samson managed over $7 billion in assets in customized fixed income for affluent families and their foundations, endowments and corporations. Before the founding of Samson, Ben worked at JP Morgan from 1999 to 2004. He was a Managing Director and Head of Tax Aware Fixed Income Investments within JP Morgan Fleming's U.S. Fixed Income Group, and responsible for $36 billion in managed bond strategies for U.S. taxpaying investors, including mutual funds, institutional accounts and over $12 billion in private client separate accounts. Ben was a member of both the Global Fixed Income management team and the U.S. Macro investment team. Prior to joining JP Morgan, Ben was a Vice President and the senior municipal portfolio manager with Goldman Sachs Asset Management from 1992 to 1999. He began his career as an analyst in Chase Manhattan Bank's Structured Finance Group from 1990 to 1992.

Ben completed a four year term on the Board of Directors of the Municipal Securities Rulemaking Board in 2014 and recently served as a member of the MSRB's Investor Advisory Group. The MSRB was established by Congress in 1975 to protect investors and the public interest by promoting a fair and efficient municipal securities market. Ben has appeared on Wall Street Week, and has been a contributor on CNBC's Strategy Session and related programs, as well as a regular commenter on industry and market subjects in the financial press.

Ben received a B.A. in Economics from Colorado College.

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David Nirtaut

Co-head of US Fixed Income
Legal & General Investment Management America

David joined LGIMA in 2007 as Head of Securitized Assets and Interest Rates and was promoted to Head of Portfolio Management in 2011 and Co-Head of US Fixed Income in 2013. In 2017, David expanded his role to include oversight of LGIMA's Portfolio Management Office (PMO) in addition to his existing duties. LGIMA's PMO is responsible for the collaboration of portfolio management practices across all investment areas, including governance and investment technology.

Prior to LGIMA, David was Senior Vice President and Senior Portfolio Manager at Deerfield Capital Management, working with the Asset Backed Securities and Commercial Real Estate teams. David also worked at ING Capital Advisors as a Portfolio Manager and at Banc One Capital Markets in the Structured Investments Group, as well as in the investment banking and corporate credit arm of Banc One.

David holds a BS in Finance and Accounting from Indiana University and an MBA, magna cum laude, from the University of Notre Dame.

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Michael Schlachter

Mercer Investment

Michael Schlachter joined the Chicago office of Mercer Investments in April 2016 as a Senior Consultant, providing Mercer’s institutional clients with support in investment decision-making and implementation related to their investment programs, including strategic asset allocation, investment policy development, manager searches, risk management, and ongoing monitoring and evaluation. He is also the U.S. Defined Benefit Segment Leader for Investments and the Chair of Mercer’s Defined Benefit Investment Committee.

He joined Mercer from Prudential Financial, where he was responsible for launching Prudential Asset Management’s Multi-Asset Class Solutions Group, an advisory group tasked with providing strategic partnership services to Prudential’s most important clients. Prior to Prudential, Mr. Schlachter spent 15 years as a Managing Director and Principal with Wilshire Associates, providing investment consulting services to many types and sizes of investment funds, including corporate and public pension funds, endowments, and foundations.

Over the course of his career, Mr. Schlachter has worked with a broad spectrum of multinational corporations, state governments, nuclear decommissioning trusts, non-US funds, and federal agencies, including Raytheon, Chevron-Texaco, Hawker Beechcraft, Cisco Systems, Florida Progress Corporation, Teledyne Technologies, Novartis, Shands Healthcare, BayCare Health System, California PERS, several Japanese public pension systems, State of New Mexico ERS and PERA, State of Nebraska, State of Iowa, State of Texas (County & District System), and the US Pension Benefit Guarantee Corporation, among others.

Previous to his investment consulting experience, he worked for Goldman, Sachs & Co. first as a research analyst in the Medical Device and Hospital Services industries, and later as an equity and derivatives analyst and trader for an in-house investment fund. He earned his B.A. from Princeton University with a joint concentration in Economics and Politics as well as an M.B.A. with concentrations in finance, analytic finance and entrepreneurship and venture capital, from the University of Chicago Booth School of Business (formerly the Graduate School of Business). Mr. Schlachter also holds a Chartered Financial Analyst designation and is a member of the CFA Institute.

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Andrew Washburn

Chief Marketing Officer
MFS Investment Management

Andy is currently Chief Marketing Officer at MFS Investment Management, a global investment management firm based in Boston, Massachusetts. MFS manages approximately $450 Billion for retail intermediary and institutional investors worldwide. In this role, he is responsible for MFS' brand and marketing strategy which includes management of Corporate Communications, Public Relations, Advertising and Digital and Social Media marketing. He leads the firm's Global Marketing organization with employees based in North America, EMEA and Asia Pacific and is a member of the Firm's Global Distribution Management Committee.

Andy has been in the investment management industry for nearly 30 years and throughout his career has led brand, product and marketing efforts at some notable investment managers including Putnam Investments and State Street Global Advisors.

Andy graduated from Ithaca College in 1987 and received his M.S. in Finance from Boston College in 1992.

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Joseph Cullen

Chief Investment Officer
Montana Board of Investments

Joe Cullen, CFA, CAIA, FRM, is the CIO for the Montana Board of Investments leading a team of 15 investment professionals managing the state's $17 billion assets. Prior to joining MBOI, Joe held positions at Fidelity Investments, Amherst College and Lucent Technologies, accumulating over 25 years of experience in the investment industry. He earned his BA at Ripon College and his MBA at Tepper School of Business at Carnegie Mellon University.

Matthew Malloy

Head of Institutional Business and Global Head of Insurance Solutions
Neuberger Berman

Matthew H. (Matt) Malloy joined Neuberger Berman in 2015. He currently heads the Institutional Client Group, as well as the Insurance Solutions Group, and is a member of the firm's Operating Committee. Before joining the firm, Matt was the Global Head of Institutional Solutions at J.P. Morgan Asset Management, focusing on providing advisory, analytical and investment solutions to institutional clients globally, including corporate and public pension plans, insurance companies, endowments and foundations and sovereign wealth funds.

Prior to this, Matt was Head of Global Insurance Solutions, where he developed and implemented J.P. Morgan's strategy in the insurance asset management market; building and leading a team across distribution, investment strategy and analytics, portfolio management and operational resources in key markets globally. Prior to J.P. Morgan Asset Management, Matt was a Managing Director at Goldman Sachs Asset Management; and worked as a Managing Director in Financial Institutions Investment Banking with UBS Investment Bank and Merrill Lynch. Matt began his career as an insurance underwriter and worked for the Chubb Group of Insurance Companies. He serves on the board of Brick Academy in Newark, NJ. He holds a BA from Washington & Lee University and an MBA from the Fuqua School of Business, Duke University.

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William McLean

Chief Investment Officer
Northwestern University

William H. McLean was appointed Vice President and Chief Investment Officer for Northwestern University in January 2002. He is responsible for managing the University's $10.3 billion diversified portfolio. Prior to joining Northwestern University, he was the Senior Managing Director for Asset and Investment Management at the Chicago-based John D. and Catherine T. MacArthur Foundation, responsible for overseeing all facets of the management of their portfolio. He also served as an Investment Officer at The Duke Endowment in Charlotte, North Carolina.

A Chartered Financial Analyst, Mr. McLean received his BA in economics from Davidson College and his MBA from the University of North Carolina, Chapel Hill. He is a past president of the North Carolina Society of Financial Analysts and past board member of the Investment Analysts Society of Chicago. He was a director of TIFF Advisory Services, Inc., the overseer of investment vehicles for The Investment Fund for Foundations, and he currently serves as a board member of the TIFF Charitable Foundation (TCF). Will is a current trustee of the University of Richmond and a board member of The Sherman Fairchild Foundation. He has served on investment advisory committees of Father Flanagan's Trust Fund, the NCAA, Davidson College, Mather Lifeways and The Mayo Clinic.

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Leonard Oremland

Senior Vice President & Managing Director of Global Consultant Relations
OFI Global Asset Management

Leonard Oremland is Managing Director, Head of Global Consultant Relations at OFI Global Asset Management, an OppenheimerFunds company. Mr. Oremland has over 30 years of industry experience, and leads the firm's business development/relationship management efforts with global investment consultants, who collectively influence over $36 trillion in assets across institutional and wealth management markets.

Prior to joining the firm in 2015, Mr. Oremland was a Principal at Ares Management, where he formulated and implemented business development strategies with global investment consultants and institutional investors. From 1997 to 2010, Mr. Oremland held numerous senior business development and management positions at ING Investment Management (Voya), serving as Head of Consultant Relations in his final position with the company.

He has also served in similar roles at Cowen & Company, launching his career at Merrill Lynch as an analyst and financial consultant. Mr. Oremland currently serves as co-Chair of Oppenheimer's Business Resource Group for Persons with Disabilities. He is also an avid musician, private equity investor and is involved in Broadway /film production.

In 1983, Mr. Oremland earned a Bachelor of Arts in Business Administration from Rutgers University. He also holds FINRA Series 7, 24 & 63 licenses.

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Robin Shanahan

Co‑Chief Operating Officer

Ms. Shanahan is PIMCO’s co-chief operating officer and a managing director of the firm. In this role she will also continue to serve as head of human resources, responsible for leading the global human resources team and implementing PIMCO’s talent management initiatives globally. Prior to joining PIMCO in 2007, she was with UBS as a director in human resources based in their New York, Zurich and London offices. She has 21 years of investment and financial services experience and holds an undergraduate degree from the University of South Carolina.

Cathy Stahl

Head of Global Marketing

Ms. Stahl is a managing director in the Newport Beach office and head of global marketing at PIMCO. In this capacity, she oversees brand, creative, advertising and content strategy as well as the channel and digital marketing teams in support of the firm's global business. Prior to joining PIMCO in 2011, she was a managing director and head of marketing at Allianz Global Investors Distributors.

Previously, she was a consultant at Tiller, an advocacy marketing agency where she worked on research-based programs for financial services clients. Before that, she worked at OppenheimerFunds running business development projects for the wealth management group and managing corporate value-added marketing programs. Ms. Stahl serves as a board member of The PIMCO Foundation as well as Boys & Girls Clubs of Central Orange Coast. Previously she served on the steering committee of PIMCO Partners, PIMCO's employee volunteer and community outreach program, and the Women's Leadership Network NYC committee, contributing to PIMCO's global diversity initiative. Ms. Stahl is the author of "Twin Set," a nonfiction book about parenting twins published by Random House in July 2008. She holds an undergraduate degree from Saint Mary's College in Notre Dame, Indiana.

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Sanjay Chawla

Chief Investment Officer, Pension Investments
Raytheon Company

Sanjay Chawla is Vice President & Chief Investment Officer (CIO) for Pension Investments for Raytheon Company (NYSE:RTN). Raytheon Company, with 2016 sales of $24 billion and 63,000 employees worldwide, is a technology and innovation leader specializing in defense, civil government and cybersecurity solutions. Raytheon is headquartered in Waltham, Massachusetts.

In his current role, Chawla leads the pension’s team and as Vice President and Chief Investment Officer, Pension Investments, is responsible for the investment management and related activities of company’s defined benefit (DB) and defined contribution (DC) plans.

In this role, he oversees the pension assets, and responsibilities include investment management, portfolio construction, performance, operations, compliance and ongoing monitoring of the investment portfolios. Raytheon’s U.S. DB plan has assets of over $18 billion in various asset classes and the DC plan has assets of over $14 billion. Chawla joined Raytheon in August 2013 as pension investments director II, focusing on equities and other pension investment activities.

He received an MBA from Virginia Polytechnic Institute and State University, and a bachelor’s degree in business from Shri Ram College of Commerce, Delhi University.

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Christopher McKnett

Managing Director, Head ESG Strategist
State Street Global Advisors

Chris McKnett is a Managing Director of State Street Global Advisors. He is responsible for delivering SSGA's ESG value proposition to the marketplace and helping clients develop and implement their ESG strategies. Chris and his team focus on understanding client needs and positioning our products, services and capabilities to make our clients more successful and in turn, to grow our ESG business. Our team collaborates with our internal business partners, including asset stewardship, investment, product and client facing teams, and leverages external resources in support of these efforts. Chris is a member of SSGA's Proxy Review Committee and State Street's Executive Corporate Responsibility Committee. He's also a member of SSGA's Senior Leadership Team. Before joining SSGA in 2007, Chris worked for KLD Research & Analytics, Inc.

Chris is a First Mover Fellow at the Aspen Institute Business & Society Program. He earned his MBA from the Daniels College of Business at the University of Denver and a Bachelor's of Science in Business Administration from the University of Connecticut.

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Matthew Hunter

Assistant Vice President, Investment Research/Business Development
Waddell & Reed

Mr. Hunter joined WRI in January of 2016 as the Assistant Vice President, Advisory Product Investment Research. His responsibilities include all related investment research for WRI such as, but not limited to, asset allocation, portfolio construction, investment due diligence etc. Mr. Hunter’s experience includes managing and developing products/conducting institutional-level due diligence for over 10 years. Prior to joining WRI, Mr. Hunter was the Director of Investment Research for Transamerica Financial Advisors, Inc. in St. Petersburg, Florida, where he was responsible for $1.5 billion in proprietary ETF managed accounts as the portfolio manager. Mr. Hunter started his career at MassMutual Financial Group in Springfield, Massachusetts where he spent seven years as an investment analyst and due diligence consultant. Mr. Hunter received his degree in Finance from Western New England University located in Springfield, MA. Mr. Hunter holds the Chartered Investment Management Analyst® designation and is a member of the Investment Management Consultants Association.

Charles Argyle

Vice Chairman, Senior Managing Director, and Director of Global Equity Portfolio Management
Wellington Management

Charles leads the firm's Equity Portfolio Management Group globally, focusing on the mission of exceeding the investment objectives of our clients. In this role, he is responsible for attracting, retaining, developing, and motivating equity portfolio managers and team analysts, ensuring that all of these investment professionals have the appropriate resources to serve the firm's clients, and providing fiduciary oversight of the investment teams.

Charles is also a member of the firm's senior management team and serves as a vice chairman. In this role, he acts as an aide to the chairman and CEO with respect to external affairs of the organization, with a focus on representing our firm globally with clients, prospects, and industry groups in speaking about our business and industry. In addition, he is a member of the Compensation Committee, Equity Review Group, and Hedge Fund Review Group, and is chairman of the Wellington Management Singapore Pte. Ltd. and Wellington Management Hong Kong Ltd. boards.

Charles joined the firm in Boston in 1997 and spent six years in Global Relationship Management, where he worked on some of the firm's largest subadvisory relationships, before joining Equity Portfolio Management as a business manager in 2003. In 2008, he moved to Asia to build up the firm's equity investment resources across the region, and also served as head of our Singapore office. He returned to Boston in mid-2013. Prior to joining the firm, he worked at Goldman Sachs International in London (1994 – 1997), and spent three years as a teacher in England and Kenya.

Charles received his MA in mathematics from Oxford University (1990) and also holds the Chartered Financial Analyst designation.

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Rob Noe

Head of Manager Research Group
Wilshire Associates

Rob Noe is a managing director of Wilshire Associates and is the head of Wilshire's manager research group. Mr. Noe joined Wilshire Associates in 2011 and has more than 19 years of industry experience. Mr. Noe chairs the firm's Manager Research Oversight Committee, is a voting member of Wilshire Funds Management's Investment Committee, and leads the overall team responsible for the due diligence, rating, and recommendation of investment managers. His research efforts are focused on global and emerging market equity. Prior to joining Wilshire Associates, Mr. Noe worked as an investment analyst and consultant with Aon Hewitt and EnnisKnupp. At Aon Hewitt, Mr. Noe was a senior member of the Investment Manager Research Group, with a focus on global and international equity managers. Mr. Noe began his career in the public pension plan space as an analyst with the Illinois Municipal Retirement Fund and the Illinois Teachers' Retirement System.

Mr. Noe earned his BS in business finance from Eastern Illinois University, with a minor in economics. He holds the Chartered Financial Analyst designation.

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