Michael Arone Email & Phone Number

Boston, Massachusetts, Us

- Present at industry and client conferences such as the Morningstar Investment Conference, Fidelity Investments Inside/Out Event, Morgan Stanley Academy of Investment Excellence, etc. - Write articles for internal and external publication, and act as a spokesperson for the firm’s various PR efforts. - Produce original content for blogs, whitepapers, articles and case studies surrounding macro-economic developments and investor psychology through my "Uncommon Sense" series. Check out my SPDR Blog posts here: http://blog.spdrs.com/authors/michael-arone-cfa- Contribute regularly to the financial news media -- The Wall Street Journal, The Financial Times, Barron’s, Bloomberg TV, CNBC Power Lunch, and Squawk on the Street.- Partner with US financial advisors to introduce investment management and portfolio construction approaches to help them meet their client’s financial goals.- Participate as a Member of the firm’s Senior Leadership Team.

Boston, Massachusetts, Us

- Managed a global team of client-facing Investment Professionals operating in three regions and ten countries. - Execute cross-functional portfolio strategy responsibilities on broad initiatives that span multiple asset classes and investment disciplines.- Managed strategic initiatives and projects such as potential acquisitions and joint ventures with fellow members of the Senior Leadership Team.- Functioned as deputy to the global CIO and other senior executives on strategic initiatives and projects such as potential acquisitions and joint ventures. - Served as significant contributor and voting member to the firm’s governance process as a committee or subcommittee member for the firm’s four major governing bodies: Investment Committee, Product Committee, Fiduciary Committee and Operations & Compliance Committee.

Boston, Massachusetts, Us

- Managed a regional team of client-facing Investment Professionals operating in five countries during a London-based expatriate assignment.- Determined the number of client-facing Investment Professionals and complementary skills required to build a successful portfolio strategy team to support the firm’s EMEA and global businesses. Communicated requirements to senior management and obtained support to create a world-class client-facing Investment Professional team in the region. - Identified, attracted and retained experienced multi-asset class, client-facing Investment Professionals. - Clarified the portfolio strategist role with internal and external clients and centralized the reporting structure. - Executed a thoughtful succession plan for the EMEA Head of Portfolio Strategy position.

Boston, Massachusetts, Us

- Demonstrated the active global quantitative equity team’s investment philosophy, process, portfolio construction and performance to prospects, clients and consultants. - Acted as the portfolio manager representative for the active US quantitative equity team for more than 90% of all external meetings—primary presenter in more than 500+ meetings. - Successfully converted 60% of finals presentations from 2005 to 2008. - Demonstrated effective client retention skills during challenging performance periods for active quantitative investment strategies: Tech Bubble, Q4’2001 and 2nd half 2007. - Served as the primary external portfolio manager representative for the active US quantitative equity team, during which the group’s assets under management and revenue increased 2.5x. - Held portfolio management responsibilities for an active US large cap portfolio from December 2004 to December 2007 and for the US portions of the firm’s active global quantitative long-only and 130/30 portfolios. - Produced internal and external client communications to articulate investment strategy and portfolio performance. - Created marketable active investment strategies by utilizing the team’s quantitative stock picking process. Examples include directional core equity which raised $550 million in assets under management and nearly $4 million in new revenue in just 18 months after launch; 130/30 investment strategies which gathered more than $14 billion in assets under management and a completely unconstrained long/short strategy. - Managed as many as four portfolio strategy team members.- Met with sales, client service and consultant relations staff to discuss the positioning of new products, the unveiling of process enhancements and handling conversations about underperforming strategies. - Worked closely with portfolio managers to understand, interpret and communicate the impact of strategy enhancements and market conditions on performance.

Boston, Massachusetts, Us

- Served as liaison to 30 portfolio managers representing the US Active Equity, Global Enhanced Equity and Global Fundamental Strategies teams. - Supported 100 marketing, sales and client service professionals by accurately communicating investment philosophy, process and organizational information. - Completed more than 200 detailed investment management and consultant questionnaires. - Calculated and maintained performance and characteristics for marketing materials. - Participated in the positioning of SSGA’s investment product offerings.

Boston, Ma, Us

- Performed trade executions for the firm’s high net worth clients. - Completed portfolio attribution for marketing executives and senior portfolio managers. - Held responsibility for the reconciliation and daily portfolio accounting of institutional and high net worth investment portfolios.

- Responsible for sales to high net worth individuals of private equity, stocks and bonds for a regional broker/dealer.