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Robert Arnott is chairman and founder of asset management firm Research Affiliates, LLC. He is also the former chairman of First Quadrant, LP and has served as a global equity strategist at Salomon Brothers (now part of Citigroup) and as the president of TSA Capital Management (now part of Analytic). Arnott was editor-in-chief at the Financial Analysts Journal from 2002 through 2006, and has been widely published in financial journals and magazines. He graduated summa cum laude from the University of California, Santa Barbara, in 1977.
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David Blitzer is managing director and chairman of the Standard & Poor’s Index Committee. He has overall responsibility for security selection for S&P’s indices and index analysis and management. He previously served as chief economist for S&P and corporate economist at The McGraw-Hill Companies, S&P’s parent corporation. Blitzer is the author of “Outpacing the Pros: Using Indexes to Beat Wall Street’s Savviest Money Managers,” McGraw-Hill, 2001. He received his M.A. in Economics from Georgetown University and his Ph.D. in Economics from Columbia University.
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Stephan Flagel is a managing director with Markit and head of Markit Indices, a division created as a result of Markit’s acquisition of International Index Company and CDS IndexCo in November 2007. Flagel joined Markit in June 2007 from Barclays Capital, where he was Chief Operating Officer for global research. Prior to this, he worked at CAP Gemini as a financial services strategy consultant. Flagel holds a B.A. in economics from George Mason University (VA/USA) and an MBA from the London Business School.
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Jack Malvey is currently a consultant and was previously the chief global fixed income strategist at Lehman Brothers. From 1996 to 2007, his Lehman responsibilities also included oversight of the firm’s global family of indexes. Malvey is a member of the Fixed Income Analyst Society’s Hall of Fame and has been a ranked strategist by Institutional Investor for the past 18 years, including 16 consecutive No. 1 rankings. He is a Chartered Financial Analyst.
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Brian Upbin is a director in Barclays Capital’s Index Products group. In addition to various Barclays Capital research publications, his research has also appeared in The Journal of Portfolio Management. Upbin joined Barclays Capital in September 2008 from Lehman Brothers, where he was the head of the U.S. Fixed Income Index Strategies team. He received his B.A. from the University of Pennsylvania, and his M.B.A. from Yale University. A Chartered Financial Analyst and Chartered Alternative Investment Analyst, Upbin is also a member of the Fixed Income Analysts Society, Inc.
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Kenneth Volpert is principal, senior portfolio manager, and head of the Taxable Bond group at Vanguard, where he oversees management of more than 30 bond funds with more than $180 billion in global assets. Volpert is a member of the Barclays Index Advisory Council, the CFA Institute and the CFA Society of Philadelphia. He has more than 25 years’ experience in fixed income management. He earned a B.S. in finance from the University of Illinois-Urbana and an M.B.A. from the University of Chicago.
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Neil Wardley joined Markit in August 2008 following more than 15 years in fixed-income research at Lehman Brothers, where he was a senior vice president in the firm’s fixed-income business. During his tenure at Lehman, Wardley worked in the London and New York offices marketing Lehman Brothers index and portfolio management systems, supporting clients and designing and building indexes and systems in support of the index business. He is a graduate of the University of Portsmouth, U.K., and obtained a Ph.D from the University of Sheffield, U.K.
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2009
