Don’t miss this incredible opportunity where Morgan Stanley Wealth Management’s Michael Jabara, Managing Director, co-Head of Global Investment Manager Analysis and Aon’s Chris Riley, Partner, Head of Global Equity Manager Research discuss trends in factor investing, their manager due diligence process and what it takes to get approved by their firms.

Please join us! Asset allocators can learn how their peers leverage factors in the manager research and selection process.  Asset managers can learn how to differentiate themselves to compete effectively and win new mandates.

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Date

Wednesday
March 10th
2021

Time

11:00 – 11:45AM EST
8:00 – 8:45AM PST
4:00 – 4:45PM BST

Michael Jabara

Co-head of Global Investment Manager Analysis, Morgan Stanley Wealth Management

Michael is co-head of Global Investment Manager Analysis (GIMA), which provides manager analysis and due diligence on mutual funds, separately managed accounts, exchange-traded funds (ETFs), and alternative investment strategies. Additionally, he is head of the ETF and closed-end fund (CEF) Research team who is responsible for rating CEFs and provides research commentary on the ETF industry.

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Chris Riley

Partner, Head of Global Equity Manager Research, Aon

Chris leads the firm’s equity research team within the Global Investment Management group, coordinating and overseeing the efforts of a team of researchers globally. Additionally, he is responsible for the oversight and implementation of the active and passive equity funds, currently totaling seven offerings, within their delegated platform.

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Damian Handzy (Moderator)

Head of Research & Applied Analytics

Damian is Head of Research & Applied Analytics at Style Analytics. He has 24 years’ experience in FinTech analytics, having worked with hundreds of Wall Street’s most successful investment managers in risk management, performance attribution and factor analysis. He joined Style Analytics in August 2019 to help bring their innovative and unique style factor approach to a wider market.

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Brent Burns (Guest Speaker)

CEO, Investment Metrics

Brent joined Investment Metrics in April 2019 as Chief Executive Officer. Brent has over 30 years of experience in financial services and enterprise software. Most recently, Brent was the Chief Operating Officer of PowerPlan, Inc. which was recently acquired by Roper Technologies. During his time at PowerPlan, Brent was responsible for the organization’s ongoing operations and business efficiency including global sales, marketing, professional services, and customer success. Prior, Brent has held senior positions at PROS, Hewlett-Packard Company, and Exstream Software. Brent attended the University of Alabama where he received a B.S. in Corporate Finance and Investment Management.

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