Russ Koesterich, CFA is a Portfolio Manager for BlackRock’s Global Allocation Team
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Sara Shores, CFA, Managing Director, is the Global Head of Smart Beta for BlackRock, driving the strategy innovation and thought leadership for Smart Beta across all asset classes 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.

Philip Carey is Founder and CEO of Lloyd Crescendo Advisors, a RIA helping families manage their global wealth with a focus on Alternative Investments and Socially Responsible Investments. In addition, Philip volunteers as a Board Member of the Sapelo Foundation, a private family foundation that promotes progressive social change affecting vulnerable populations, rural communities, and the natural environment in the state of Georgia. Philip has a Masters in Financial Planning from Bentley University.

Luca Paolini joined Pictet Asset Management (Pictet AM) in 2012 as Chief Strategist. Luca has over 20 years’ experience as an investment strategist and is part of Pictet Asset Management’s Strategic Unit which is the investment group responsible for providing asset allocation guidance across stocks, bonds, commodities and alternatives. Luca communicates Pictet AM’s investments views in the flagship monthly market outlook report, Barometer, and the publication presenting Pictet AM’s five-year projections, Secular Outlook. Luca holds a master’s degree in international economics and management from SDA Bocconi School of Management in Milan, and a Laurea Magistrale in Political Sciences from the University of Bologna.

Ryan left the hedge fund equity research world to become a startup consultant since then he has helped clients raise more than $1.2 million in early stage capital. He loves the flexibility provided by consulting and the opportunities to help numerous promising young businesses. Ryan primarily reports to CFOs and startup founders as a consultant, having worked with executive management for large enterprises earlier in his career.
 

Edwin Guttierez is Head of Emerging Market Sovereign Debt at Aberdeen Asset Management. He has previously worked at Deutsche AM and Invesco.

Hamish Chamberlayne joined Henderson in 2011. Prior to this he worked as an investment analyst on Gartmore’s Global Equities team from 2007. Hamish is a qualified chartered accountant and has also worked for PricewaterhouseCoopers, as an audit senior, and Burlington Consultants, where he performed commercial due diligence on businesses identified as acquisition targets by private equity houses. Hamish graduated from New College, Oxford University, in 2002 with a Masters degree in Chemistry. He is a CFA charterholder.