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Ed Clissold, CFA
Chief U.S. Strategist, Ned Davis Research
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Ed Clissold and his team are responsible for the firm’s U.S. equity, style, sector and equity theme analysis. They do so via a combination of a top-down analysis of the macroeconomic and fundamental environments and a bottom-up analysis of factors specific to the asset class, market cap, style, sector, or theme. He and his team also provide in-depth macro research on fundamental topics such as earnings, dividends, and cash flow.
Ed writes several U.S. Strategy publications, which provide an intermediate-term outlook on U.S. markets via a combination of top-down and bottom-up analyses. He also writes a quarterly Benchmarks report, which analyzes the attribution of returns across asset classes, sectors, market cap, and styles.
Ed’s market commentary is often quoted in The Wall Street Journal, Barron’s, and other financial publications.
Ed is a CFA charterholder, a Magna Cum Laude graduate in Economics from Transylvania University, and has earned his Masters in Business Administration in Finance, with distinction, from Indiana University (Kelley).
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 Namiko Saito
Co-Head of Strategy Research and a Vice President at Dimensional |
Namiko Saito is Co-Head of Strategy Research and a Vice President at Dimensional. She conducts research to enhance the design and implementation of Dimensional’s investment strategies. She also designs customized strategies to help clients achieve their investment goals. Before joining Dimensional in 2015, Namiko worked at the equity structured products sales desk at UBS in Tokyo. She has a bachelor’s degree from the University of Washington and a master’s and PhD in aeronautics from the California Institute of Technology. |
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Barry Martin, CFA
Portfolio Manager,
Shelton Capital Management
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Barry Martin, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Mr. Martin specializes in option strategies and has been managing options for over 20 years. He received a B.S. from the University of Arizona and has earned the right to use the Chartered Financial Analyst (CFA®) designation.
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Matthew Nest, CFA,
Managing Director,
Head of Active Global Fixed Income,
State Street Global Advisors |
Matt is a Managing Director and the Global Head of Active Fixed Income. In this capacity, he is responsible for global active rates, investment grade credit, multi-sector portfolio solutions, insurance, currency, municipal, and structured credit strategies.
Prior to joining State Street Global Advisors in 2016, Matt spent sixteen years at PIMCO in a number of functions including portfolio management, strategy, and business development. He has worked in the U.S., Sydney, Singapore, and Hong Kong. He started his career at Bank of America and has been working in the investment industry since 1999.
Matt has a Bachelor of Science in Economics from Arizona State University and a Master of Business Administration from University of Chicago’s Booth School of Business. He earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.
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Patrick Hennessey, CFA
Director of Business Consulting and Education,
Schwab Advisor Services |
He has 25 years of experience in financial services, starting with Swiss bank UBS AG where he held a variety of roles in offices around the world including New York, London, and Mexico City. It was in working internationally in banking that he was first immersed in, and developed an appreciation for, good information security practices. Prior to coming to Schwab, Patrick also worked for an independent RIA firm and helped it grow and mature into a successful organization. For the last 15 years as part of Schwab’s consulting team, he has been providing independent advisors with expert guidance in the areas of operations, technology, and cybersecurity. Patrick earned bachelor’s degrees in economics and business administration from Boston University and is a CFA® Charterholder. |
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Vibhanshu Abhishek, Assoc. Professor, UC Irvine |
Vibhanshu Abhishek is an Associate Professor of Information Systems the Paul Merage School of Business, University of California - Irvine. His research focuses on the effect of emerging technologies on consumers' behavior, business strategy and market structure. He is particularly interested in multi-channel coordination and examines issues in multi-channel retail, advertising and pricing. He studies how consumers respond to different forms of advertising and how companies can strategically use new advertising channels to connect with their consumers. He also examines the dynamics of e-commerce marketplaces and their interaction with traditional retail. More recently, he is interested in understanding consumer behavior in the presence of shared urban mobility systems.
Dr. Abhishek has published in top management journals like Operations Research, Marketing Science, Management Science, MIS Quarterly and Journal of Interactive Marketing. He is also a recipient of the Google Faculty research award, Adobe Faculty grant, Flipkart research grand and has won several awards like the ISA-INFORMS best paper award, CIST best student paper award and the ISS Nunamaker-Chen Dissertation award.
He received a PhD in Operations and Information Management and a M.A. in Statistics from the Wharton School, University of Pennsylvania. He also holds a B.Tech in Computer Science from IIT Kanpur. Before joining UC Irvine, Dr. Abhishek was an Assistant Professor of Information Systems at the Heinz College, Carnegie Mellon University.
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 Min Zhang, CFA
Head of Investments, Farther |
Min Zhang, CFA, is an accomplished finance professional with extensive experience in investment strategy and entrepreneurship. Currently serving as the Head of Investment Strategy at Farther, Min has also founded ConsciousCo and held the position of Chief Executive Officer at The Hina Group. Additionally, Min co-founded a Global DeFi startup and worked as a Consulting Partner at Fintech Growth Consulting, demonstrating a strong commitment to innovation and strategic growth in the financial sector.
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Lauren Hong, Founder and CEO
Out & About Communications |
Lauren Hong founded Out & About Communications in 2013. She has grown the agency to a team of 25+ and a client base of dozens of firms across the country. Focused exclusively on financial services, Lauren has consulted with firms ranging in size from $250M to $22B in AUM to grow, scale, and leverage marketing as a strategic asset. Today she spearheads the strategic direction and business development of Out & About, while leaning into the industry to pay it forward. |
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Bob Elliot, Co-Founder,
CEO and CIO, Unlimited |
Bob Elliott is the Co-Founder, CEO, and CIO of Unlimited. Unlimited uses machine learning to create low-cost index replications of 2 & 20 style alternative investments that are deployed to a wide range of investors via institutional products and ETFs. He was recognized as one of “2023 Tomorrow Titans” by The Hedge Fund Journal. Prior to founding Unlimited, Bob served on the Investment Committee at Bridgewater Associates, led Ray Dalio’s investment research team and authored hundreds of Bridgewater’s widely read Daily Observations. Bob graduated Magna Cum Laude from Harvard University with a BA in Botany and Economic History. |
 Karyn Williams, Regional Investment Manager of North America, Zurich Global Investment Management |
Karyn Williams is Regional Investment Manager, North America, for Zurich Global Investment Management, Zurich Insurance. She leads a team responsible for developing, implementing, and managing investment strategies across a number of general and life insurance balance sheets. Karyn has broad and deep industry experience. Prior to Zurich, Karyn was CIO, public company independent director, foundation trustee and treasurer, head of client solutions in asset management, institutional advisor and head of analytics, and professor. Her experience working with all types of investors motivated her to found Hightree Advisors, where she co-created and built a general, engineering focused framework for portfolio management that produces useful risk measures, measures that non-professional investors can understand and use. |
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 Ben Phillips, CFA
Family Office Specialist at PIMCO
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Mr. Phillips is a senior vice president and account manager in the Newport Beach office, focusing on the firm's family office relationships. Prior to joining PIMCO in 2024, he was managing partner and chief investment strategist at a multi-family office, Savoie Capital. Previously, he was chief investment officer at EventShares, and he has also held senior portfolio management roles at Goldman Sachs Asset Management, Providence Equity Partners, and Lord Abbett. He has 16 years of investment experience and holds an MBA with a concentration in finance and an undergraduate degree in business from the University of Missouri. He is a CFA charterholder.
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Jamie Gwen, Certified Sommelier,
Culinary Institute of America and Le Cordon Bleu Graduate, Syndicated Radio Host
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Jamie Gwen is a Culinary Institute of America and a Le Cordon Bleu Graduate, a Celebrity Chef & Lifestyle Expert, a Nationally Syndicated Radio Host, a Certified Sommelier, and a 7-time Cookbook Author who can be seen stirring up something delicious on television, on the radio and in print from coast-to-coast. She brings the best to radio with her weekly syndicated radio show, heard every weekend on 75+ radio stations across the country and in Southern California on Talk Radio 790 KABC.
Jamie can be seen sharing her passion for food on L.A.’s #1 morning show on KTLA Channel 5, on NBC’s California Live and on HSN, along with various national news shows. Her culinary talents have led to appearances on the Food Network’s Beat Bobby Flay and Cutthroat Kitchen, Bravo, HGTV, The Talk, Master Chef, Million Dollar Listing, Emeril Live, Martha Stewart and more.
Jamie writes about culinary culture and raves about restaurants for several national food magazines and her charismatic, engaging, and interactive keynote speeches draw thousands annually to charity events, symposiums, and conferences across the country. She has spoken to audiences from 5 to 5000 for Verizon, Comerica Bank, Fidelity Investments, AT&T, Bank of America and more.
Her Facebook & Instagram posts @ChefJamieGwen are followed by food lovers worldwide. Feed your soul at www.chefjamie.com
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