Investment Portfolio Case Competition Judges
Arup Datta, MBA, CFASenior 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.
Glenn Friedman, CFAManager 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.
Doug Moon, CFACo-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.
Chris Piros, CFAPresident, Private Foundation
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.
Jonathan Shelon, CFAChief 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.