Equity Product Strategist covering factor driven (Smart Beta) ETFs with over $12 bln in AUM. Factor coverage includes: Low Volatility, Quality, Value, Growth, Momentum, and Size – both domestic and international. *Expert understanding of factor based ETF construction and methodology. *Knowledge of factor combinations for enhancing portfolio performance on an absolute and risk adjusted basis. *Deep understanding of how investment factors perform in varying macroeconomic environments and market conditions.*Author of thought leadership expressed through blogs, research pieces, product positioning documents, and attribution analysis. *Blogs include: “A Builder’s Market”, “The Consumer is Still King”, “Making Sense of China’s Currency Policy”, “Rising Interest Rates and Sector Performance”, “Low Volatility Investors Brace for Higher Interest Rates” and “Exploring the Momentum Factor as an Option for Growth-Seeking Investors”*Connection Reports include: “Positioning for higher rates using equity risk factors” and “Where to Position Mid to Late Cycle”

Author research reports which provide insightful and actionable investment ideas with a focus on equities and ETFs. Research based on earnings estimate revisions, fundamental valuation factors, and technical analysis.

Hadrian Partners is an investment and commodity trading advisor based in New York City.Provide insight and support to traders, investors, and brokers through the analysis of the fundamental and technical factors which drive equity, fixed income, FX, and commodity market pricing. Supply research services to the proprietary investment products of Hadrian Partners. •Publish subscription based market newsletters called the Hadrian Letter, Hadrian Glance, and Hadrian Brief. •Monitor trends in hedge fund industry performance via the analysis of trends in volatility, commodity prices, credit, the direction of interest rates, shifts in the yield curve, and equity prices. Interview managers for soundness of investment program and competence.•Analyze and project the impact of economic trends, central bank policy, fiscal policy, and geopolitics in order to support and educate investors and traders. Provide insight into economic releases.•Contribute to the Chicago Mercantile Exchange’s Commentary and Analysis webpage.

MF Global Holdings Ltd., together with its subsidiaries, operated as a broker of commodities and listed derivatives. It provided trading and hedging solutions as a broker-dealer across various markets for futures and options, commodities, fixed income, equities, and foreign exchange.At MF Global, I assisted in the process of attracting customer deposits, supporting trading volume, and educating clients and brokers by producing actionable research and bolstering name recognition. Achievements included: •Authored numerous studies on market related topics. Examples of research paper included: “The NASDAQ 100’s Reaction to Nonfarm Payrolls”, “Why is Equity Volatility so Low?” and “Trading Stock Index Spreads.” •Participation in a market commentators program, requiring interaction with print and broadcast media. Frequently quoted in articles produced by CNN/Money, Reuters, Dow Jones, Wall Street Journal, Fox Business, AP, NY Times, and Forbes, and made multiple TV appearances on Bloomberg and CNBC.•Frequently produced and presented outlooks on the economy and financial markets to institutional and retail clients. In the fall of 2010, I correctly forecast the direction of 10 year treasury futures and S&P 500 futures at a MF Global client conference. •Provided technical analysis to MF Global’s propriety trading desk covering the U.S treasury market, S&P 500 futures, the EUR/USD exchange rate, and WTI crude oil futures at the direction of the CEO. •Won Best Business Fixed Investment Forecast in 2010, Best Current Dollar GDP Forecast in 2009, and Best Inflation and Personal Consumption Forecasts in 2007 at the Chicago Fed Economic Outlook Symposium.•Through the years, I participated in the hiring of twelve Chicago based research staff with the Director of Research, while successfully training, guiding, and reviewing the work of junior analysts.

Refco, Inc was a leading independent provider of execution and clearing services for exchange-traded derivatives and a major provider of prime brokerage services in the fixed income and foreign exchange markets.At Refco, Inc I supported sales and trading operations by producing insightful research on financial and commodity markets. Accomplishments included: • The display of strong forecasting skills as illustrated by predicting the price direction of S&P 500 futures in the June 2005 “Equity Index Quarterly Outlook” and the near low in the NASDAQ 100/S&P 500 spread in the March 2004 “Equity Index Quarterly Outlook”. • The development of webinars highlighting the benefits of futures over ETFs and equities. Titles include “Advantages of Stock Index Futures over ETFs” and “Futures as an Alternative to Equities.” • The design of an education module displaying the merits and applications of single stock futures and narrow based indices at the direction of Refco's CEO. • The development of research products: Examples included: 1) The concept and implementation of an intra-day real time financial research page, 2) the creation of security futures research with emphasis on event trading and relative value investment, 3) the design and authoring of a weekly treasury market option and volatility analysis, and 4) the co-authoring and construction of a weekly relative value strategy paper aimed at attracting and maintaining institutional brokerage business.

I started my career at Refco, Inc running orders on the Chicago Board of Trade grain floor. After a few months, I held an order deck in the soybean meal pit, while working part time as a research assistant. After six months of starting, I took a job in research analyzing livestock before working into a financial analyst position. European Interest Rate Analyst: Performed analysis on European bond and money markets. Technical Interest Rate Analyst: Constructed trade ideas based on technical indicators and market trends, and executed trades on major futures and options exchanges for the Chief Executive Officer.Livestock Analyst: Model and analyze hog and cattle prices.Provide market commentary from CME trading floor.Clerk: Manage order deck for a soybean meal broker in fast paced high pressure environment and ran orders to pits on CBOT trading floor.