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WE WEBCASTS | PERSPECTIVES ON ALLOCATIONS TO STRATEGIC BETA ETFs

 WE WEBCASTS 


NOVEMBER 19, 2015
1PM EST / 10AM PST
 

WE WEBCASTS | PERSPECTIVES ON ALLOCATIONS TO STRATEGIC BETA ETFs


In a very engaging and interactive discussion with our accomplished panelists, the webcast focused on the following four topics before concluding with a short Q&A session.

  • Philosophy behind investments in Strategic Beta ETFs and why it has grown in recent years
  • Differentiation between the first generation and second generation weighting schemes
  • Portfolio implementation and how to construct a strategic portfolio
  • Future of the industry
 


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MODERATOR
 
LINDA ZHANG, Ph.D., Senior Portfolio Manager, Head of Research | Windhaven Investment Management, Inc. 

BIO | Linda Zhang is the Senior Portfolio Manager and Head of Research at Windhaven Investment Management, Inc. Linda leads the firm’s Research Team responsible for macro investment research, model development and Exchange Traded Fund analysis.

Linda has extensive experiences in the investment management industry focusing on multi-asset portfolio management and execution. She joined Windhaven from MFS where she managed a range of mutual funds including Global Multi-Asset, Absolute Return and Commodities funds.

Previously, she was a Portfolio Manager at BlackRock managing global tactical asset allocation and lifecycle funds. She served as the Head of the Quant Strategy Group and fund manager at State Street Research Management.

Dr. Zhang has spoken extensively about global investment and ETF topics, and has published in Journal of Investing, CFA Digest and the Journal of Alternative Investments. She is one of the founding members of Women in ETFs, and a recipient of the Top Women in Asset Management Awards 2015 by Money Management Executive.


PANELISTS
 

JENNIFER BENDER, Ph.D., Managing Director, Director of Research for the Global Equity Beta Solutions | SSGA 

BIO | Jennifer Bender is a Managing Director at State Street Global Advisors and Director of Research for the Global Equity Beta Solutions team. The team is responsible for research across passive equity portfolio management and advanced beta for equities. The team leads the thought-leadership efforts in these areas through white papers and strategy research development within advanced beta.

Prior to joining State Street Global Advisors at the start of 2014, Ms. Bender was a Vice President in the Index and Analytics Research teams at MSCI. In that role, she was responsible for cutting edge research on equity index-related topics including asset allocation and index fund management. Prior to joining the Index Research team, Ms. Bender worked in the Barra Research group, focusing on portfolio construction and risk modeling. She was previously at State Street Associates and began her career as an economist at DRI in 1996.

Ms. Bender holds MS and PhD degrees in Economics from Brandeis University. Her work has been published extensively in industry-leading journals and books such as the Institutional Investor Journals and Wiley Finance Series. She is a member of the Society of Quantitative Analysts and Chicago Quantitative Alliance.



SARA SHORES, CFA, Managing Director, Head of Investment Strategy| Blackrock iShares

BIO |Sara Shores is the Head Investment Strategy for BlackRock’s Factor-based Strategies Group and the Global Head of Smart Beta, driving the strategy innovation and thought leadership for Smart Beta and all factor-based strategies for institutional, retail and iShares clients. Sara has over 20 years of investment experience and is recognized throughout the industry as an expert on Smart Beta.

Prior to assuming her current responsibilities in 2014, Ms. Shores was the head of North American Index Strategy within the Beta Strategies group. She began her career at Barra, developing the detailed understanding of equity risk modeling and quantitative analysis that is the foundation for her current work. Sara joined BlackRock via Barclays Global Investors in 2005 in the Global Client Group, further honing her expertise in the dynamics of the institutional investment community before joining the Beta Strategies team in 2010.

Ms. Shores earned a BA in Economics from U.C. Santa Barbara in 1994 and an MBA from U.C. Berkeley in 2001. Sara has been a CFA Charterholder since 1998.



JJ SCHENKELBERG, CFA, Senior Portfolio Manager | CLS Investments, LLC

BIO |J.J. Schenkelberg joined CLS in December 2004 as a Senior Portfolio Manager. She is responsible for separate account and mutual fund portfolio management. In addition, she helps maintain investor relationships.

Prior to working at CLS, Ms. Schenkelberg was a senior analyst for First National Bank’s proprietary mutual funds, where she concentrated on analysis of financial, consumer product, and healthcare stocks. She was the lead manager of a separate account portfolio of 30 individual stocks.

Ms. Schenkelberg graduated from Kansas State University with a Bachelor of Science degree in Accounting & Finance and from Creighton University with a Master of Business Administration degree. She holds the Chartered Financial Analyst (CFA) designation. Ms. Schenkelberg participates in the CFA Society of Nebraska and is on the Metro Area Transit Salary Pension Committee and the Kansas State University School of Finance Advisory Board.




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