Sonam Leki Dorji
Senior Vice President and Quantitative Analyst, AllianceBernstein
Sonam Leki Dorji is currently a Senior Vice President and Quantitative Analyst on AllianceBernstein’s fixed income team. Sonam joined AB in 2012, and previously served as a US rates strategist at Credit Suisse, where she focused on the short-term and basis markets. Dorji concurrently earned a BS in computer science and engineering and a BS in economics from the Massachusetts Institute of Technology, and also earned an MBA in finance from the Wharton School at the University of Pennsylvania.
Director of Private Client Investment Strategy, AllianceBernstein
Ding Liu is currently Director of Private Client Investment Strategy at AllianceBernstein and co-Portfolio Manager of AB's Wealth Appreciation Strategy funds. His team conducts asset allocation and investment strategy research for the firm's Private Wealth Management business. He joined the firm in 2007. Prior to joining AB, he was a quantitative strategist at the fixed-income, currency and commodities division of Goldman Sachs. He holds a BS in computer science and engineering from Tsinghua University and an MA and PhD in theoretical computer science from Princeton University. Ding Liu is a CFA charterholder.
Anna Semakhin, CFA
Quantitative Analyst, Fidelity Investments
Anna Semakhin is a quantitative analyst at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and services to more than 26 million people, institutions, and financial intermediaries.
In this role, Ms. Semakhin provides quantitative research in support of the defensive-PAS product.
Before joining Fidelity in 2018, Ms. Semakhin was a senior trader and global market strategist at Eaton Vance where she researched and presented new fixed income, derivative, and FX strategies in emerging and frontier markets in order to maximize risk adjusted returns across multiple mandates. She also worked with the portfolio managers to implement trades in more than 60 markets around the world and worked with senior sell-side bankers on private-side sovereign loan transactions. She has been in the financial industry since 2009.
Ms. Semakhin earned her bachelor of commerce, with honors, in economics and finance from McGill University and her master of science in computational finance from Carnegie Mellon University. She is also a CFA® charterholder.
Chris Piros, CFA
Managing Director of Investment, Hawthorn
Christopher Piros has been an investment practitioner and educator for more than 30 years. As managing director of investment strategy for Hawthorn, PNC Family Wealth and PNC Institutional Asset Management he led overall strategic and tactical guidance of client portfolios and oversaw the evolution of investment processes. Previously, at CFA Institute he was jointly responsible for developing the CFA® curriculum, at Prudential Investments LLC he led the discretionary portfolio management activities and at MFS Investment Management was a portfolio manager and led the fixed income quantitative analysis group. Dr. Piros, a CFA® charterholder, earned his PhD in Economics at Harvard University and was a member of the faculty at Duke University.
Chief Operating Officer, KraneShares
Jonathan Shelon is the Chief Operating Officer at KraneShares, a leading provider of China-focused investment strategies. Prior to Krane, he was the Chief Investment Officer of the Specialized Strategies Team at J.P. Morgan, overseeing $40 billion in AUM. Jonathan was also a portfolio manager at Fidelity Investments where he was responsible for $150 billion in assets for over five million shareholders in Fidelity’s Freedom Fund target date strategies. Jonathan received a Bachelor of Business Administration degree in actuarial science from the Fox School of Business and Management at Temple University and is a Fellow of the Society of Actuaries and a CFA charter holder.
Arup Datta, MBA, CFA
Senior Vice President and Head of Global Quantitative Equity, Mackenzie Investments
Arup began his career in quantitative equity investing in 1992. Between 1992 and 2012, he worked for Man Numeric as a Quantitative Analyst, Portfolio Manager, Director of US, and Director of Portfolio Management, where he managed capacity-constrained equity strategies (traditional long only, active extension and hedge funds) in all capitalization strata and regions of the world. In 2012, Arup founded Agriya Investors, a firm focused on global equities, which eventually became the global/international arm of AJO, a Philadelphia-based institutional quantitative equity firm. As Chief Investment Officer - International, Arup launched capacity-constrained equity strategies in emerging and developed markets. Arup joined Mackenzie Investments in September 2017 to head the Global Quantitative Equity Team.
Arup has a Bachelor of Technology in Electrical Engineering from the Indian Institute of Technology in Kanpur, India, and earned an MBA with distinction from the Johnson School of Management at Cornell University. He is a CFA charterholder.
Doug Moon, CFA
Co-Founder and CEO, O.F.O. Partners
Doug Moon, CFA is the co-founder and CEO of O.F.O Partners, a financial advisory firm for large family investors. Doug previously spent twenty years coordinating the financial activities of large families and family offices. At the J.P. Morgan Private Bank and Goldman Sachs & Co. he oversaw investing, lending, fiduciary, banking, and philanthropic needs for ultra-high net worth families, their related trusts and foundations. Doug’s investment career began at Cambridge Associates, where he evaluated managers and portfolios for endowments and foundations. He serves on the Foundation Board of the South Shore Health System, the Board of the Norwell Company Theater, and the Investment Board of the South Shore Chamber of Commerce. Doug earned an MBA degree from Cornell University.
Glenn Friedman, CFA
Manager of Asset Allocation and Investments, TIAA-CREF
Glenn joined TIAA-CREF Tuition Financing, Inc. in 2013 as a Manager of Asset Allocation and Investments. He is involved in all aspects of the asset allocation process for Education Savings, including designing investment strategies for state clients, performing manager due diligence, conducting asset class research, and delivering customized presentations to clients on a variety of topics. Prior to this role, Glenn was a Senior Associate Portfolio Manager at AllianceBernstein. There, he managed a base of active equity portfolios and implemented daily trading decisions for stocks, futures, and currency forwards. Glenn is an honors graduate of Tufts University in Quantitative Economics, a CFA charterholder, and a member of CFA Society New York.