Roberto Perli is one of the founding partners of Cornerstone
Macro, a firm dedicated to providing best-in-class macro research to
institutional investors. Roberto heads global policy research. His
experience crafting and implementing monetary policy at the U.S. Federal
Reserve lends him unique insight into an extremely important force in
today's markets.
Prior to co-founding Cornerstone Macro, Roberto was a Senior
Managing Director at International Strategy and Investment Group (ISI).
Before joining ISI in 2010, Roberto was an officer and senior staff
member at the Federal Reserve Board in Washington, DC. In that capacity,
he assisted the Board and the FOMC in the formulation of monetary
policy, helped drafting FOMC statements as well as speeches and
testimonies for Chairman Bernanke and other Governors. He also was
heavily involved in the design and implementation of the Federal
Reserve's policy responses to the financial crisis.
Before joining the Fed, Roberto started his career as an assistant
professor of economics at the University of Pennsylvania from 1995 to
2001. Roberto (with Andy Laperriere) has been voted the #1 Washington
Research analyst for seven of the past eight years in the Institutional
Investor magazine's All-American Research survey. Roberto graduated from
the University of Venice, Italy in 1990 with majors in Economics and
Mathematics and received his PhD in Economics from New York University
in 1995.
Todd Shaffer, CFA
Senior Portfolio Manager, PSERS
Todd Shaffer is a Senior Portfolio Manager for PSERS
currently focused on an actively managed US TIPS portfolio. Todd has
been with PSERS for 5.5 years and has managed various active and
passive investment mandates during the that time. Prior to PSERS, Todd
was with GE Capital, ING Direct and Bloomberg. Todd holds the CFA, FRM
and CTP designations. He earned his undergraduate finance degree from
Susquehanna University and MBA in finance from Rider University.
James Sims, CFA
Senior Portfolio Manager, PFM Asset Management
James Sims is a director and senior portfolio manager who
manages multi-sector investment-grade fixed-income portfolios for state
and local governments across the country. The assets under management
(AUM) include operating funds, capital reserves, bond proceeds and other
post-employment benefit (OPEB) obligation funds. James specializes in
securitized products and has more than 20 years of banking and capital
markets experience.
James began his career at SunTrust Banks
where he held various positions in commercial and corporate loan
analysis, foreign exchange trading and fixed income portfolio
management. He continued his career in portfolio management at
Evergreen Investments and Columbia-Threadneedle Investments where he
managed mutual funds and institutional separate accounts.
