Gary Mcdaniel, Cfa Email & Phone Number

Greater New York City Area

• Lead team of ten analysts responsible for portfolio risk management for over 60 actively managed strategies and 200 index replication strategies with aggregate assets in excess of $70B.
• Designed and built infrastructure to measure and monitor risk exposures and performance drivers within equity strategies, enabling improved risk-adjusted returns through superior risk management and portfolio.
• Lead monthly Portfolio Manager reviews with the Assistant CIO for Equities to identify potential emerging risk and performance concerns and to develop enhancements to risk budgets or investment process to ensure the.
• Lead investment team’s efforts to develop new ETF, open-end fund, closed end fund, and Unit Investment Trust products, including defining return objectives, portfolio construction methodologies, and risk budgets.
• Review performance and risk exposures of Guggenheim’s mutual fund, closed-end fund, and ETF suites for senior management and Fund Boards on a quarterly and as-needed basis.
• Develop and evaluate strategic alternative recommendations for products which are not achieving their investment and/or business objectives including changes to the investment strategy employed by the investment.

New York, NY

• Responsible for monitoring and analyzing risk exposures and resulting P&L of equity investment strategies across Guggenheim Investments. Responsible for developing and evaluating investment strategies for proposed new.
• Lead team responsible for portfolio risk management for over 60 actively managed strategies and 200 index replication strategies with aggregate assets in excess of $70B.
• Lead monthly Portfolio Manager reviews with the Assistant CIO for Equities to identify potential emerging risk and performance concerns and to develop enhancements to risk budgets or investment process to ensure the.
• Lead investment team’s efforts to develop new ETF, open-end fund, closed end fund, and Unit Investment Trust products, including defining return objectives, portfolio construction methodologies, and risk budgets.
• Review performance and risk exposures of Guggenheim’s mutual fund, closed-end fund, and ETF suites for Fund Boards on a quarterly and as-needed basis.
• Develop and evaluate strategic alternative recommendations for products which are not achieving their investment and/or business objectives including implementing changes to the investment strategy employed by the.

New York, NY

Develop and evaluate new product recommendations to ensure Guggenheim Partners and its various subsidiaries have the appropriate strategy mix to address current and expected market conditions and work with Research and Portfolio Management teams to develop and refine investment strategies to address these opportunities.Evaluate and review the firm’s.

New York, NY

Developed a database of fundamental company data and the infrastructure necessary to develop quantitative multi-factor equity investment strategies utilizing Guggenheim Transparent Value’s proprietary Required Business Performance metric.Generated the investment strategy upon which four new indexes were launched in January 2011 in partnership with Dow.

MJX Capital Advisors is a full service investment advisory firm. As the portfolio manager for our leveraged fund of hedge fund product I am responsible for constructing a portfolio of uncorrelated individual funds designed to achieve high returns and low volatility, identifying and selecting potential new fund managers, conducting due diligence on.

Equity research analyst covering media and leisure companies from July 2004 through December 2005 and application and entertainment software companies from December 2005 through June 2006. Named by the WSJ as the top analyst in the publishing industry and among the top 5 in the broadcasting industry for 2005.

Economic analyst forecasting supply, demand, and pricing for computers & equipment, electronic components, electrical machinery, and pulp & paper products. Generated econometric models to estimate and predict the evolution of industry dynamics and communicated the results of this analysis via research reports and presentations to clients.

Mba, Financial Instruments & Markets

Ba, International Economics