Peter Chiappinelli, Cfa, Caia Email and Phone Number
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Chief Investment Officer for Ballentine Partners, with over $20 billion in assets under advisement. Contact: chiappinelli8@yahoo.comChartered Financial Analyst (CFA)Chartered Alternative Investment Analyst (CAIA)Investment professional, with over 30 years experience in the capital markets and the asset/ wealth management industry. Areas of focus:Asset allocation: strategic, dynamic, and tacticalInnovative tax-alpha strategiesMulti Asset ClassAlternative asset classesHedge funds/absolute return Portable alphaNew business developmentClient/consultant servicingManager selection and evaluationPublished, featured, and quoted in essentially all the major financial and investment publications in the industryGuest lecturerPresentations and financial press: - CNBC Documentary, "When Will The Market Bubble Pop?", 12/21, Jeremy Grantham, Richard Bernstein, and I are featured- "The Best Investment Writing: Selected Writing from Leading Investors and Authors," Vol. 5, by Meb Faber, released November, 2021. Peter Chiappinelli, GMO: "The Passive Aggressive Agg, Revisited" - Grant's Current Yield Podcast, featured interview, June, 2021- Chuck Jaffe's MoneyLife Podcast, July 2020- Grant's Investor Conference, 10/19, The Passive Aggressive Agg- CFA Society of Washington DC: 5/18, Alternatives...Because What's The Alternative?- CFA Society Miami: 7/17: Why Alternatives and Why Now?- CFA Society Ottawa: 12/16: The GMO Forecasts: What Do the "Slopes" Tell Us?- CFA Society of Cleveland. 3/16. Everything I Know About Investing I Learned In Kindergarten - CFA Society of Iowa: 2015: Common Myths: the Trying, The Troubling, and the Tragic- Grant's Interest Rate Observer: Interviewed by James Grant- New York Times, article about dangers of bonds, by Carla Fried- Wall Street Journal, 8/15: Who Ate Joe's Retirement Money: Sequence Risk and Its Insidious Drag On Retirement Wealth" - Ameriprise National Conference, 4/15. Everything I Know About Investing I Learned In Kindergarten - AdvisorOne Publications Webinar: An Alternative Take on Alternatives: Beware the Three Boogeymen of Hedge Funds- Raymond James National Congress: 2014: "Alternative Assets vs. Alternative Thinking"' - "The Contrarian Credo: If You Want a Friend, Get a Dog. If You Want To Make Money, Hire A Contrarian," presented at numerous investment management conferences around the country - Money Magazine: "Missing the Forest For the Trees: For Decades, DC Plan Sponsors Have Been Focusing On The Wrong Design Components of Their Plan"
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Partner And Chief Investment OfficerBallentine Partners, LlcBoston, Ma, Us
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Partner & Chief Investment OfficerBallentine Partners, Llc Mar 2023 - PresentWaltham, Ma, UsChief Investment Officer for an independent RIA/Multi Family Office with over $10 billion under management and over $23 billion under advisement. Develop investment strategy, responsible for thought leadership, manage and develop the investment team, supervise and oversee the investment process, research, macro views, and make decisions on asset allocation, selection of external managers/vehicles, and risk management. Capabilities include traditional public equity, duration/credit, hedge funds, private equity/venture capital, private credit, public/private real assets, and impact investing program. We maintain a special focus on tax-alpha and tax-sensitivity for our clients, given their complex situations and multi-faceted goals. Lead Investment Committee (IC) and Research Team. We integrate seamlessly our investment strategy with a a client's broader financial and personal goals. -
Deputy Chief Investment OfficerBallentine Partners, Llc Feb 2022 - Mar 2023Waltham, Ma, Us
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Senior Portfolio Strategist, Gmo Asset Allocation, Cfa, CaiaGmo Jan 2010 - Jan 2022Boston, Massachusetts, UsSenior Portfolio Strategist on Jeremy Grantham's and Ben Inker's Asset Allocation team· Senior member of team which managed $60 billion (more than half of firm AUM)· Part of the team responsible for research, portfolio construction input, and product management of the suite of dynamic asset allocation solutions --- from multi-asset class (MAC) to absolute return-oriented funds· Conduct client portfolio reviews in all channels: DB, DC, E&F, Retail/HNW/Family Office, RIA, and Consultants, in the US, Canada, Europe, Asia, and Australia.· Represent GMO in finals presentations, consultant presentations, webcasts, business television, broker/advisor meetings, audio-conferences, industry conferences, and financial press. · Conduct seminars for investment boards on matters related to asset allocation, alternative investments, and topics related to broad investment strategy including risk-parity, LDI, endowment models, etc. - Chosen as Lead for our largest strategic partners (Fortune 50 firms)· Led GMO’s efforts in new absolute return strategy in retail/sub-advisory channel in 2012, raising $12 billion, one of GMO's most successful launches. Nominated by Institutional Investor for Sales Success of the Year Award.· Public speaker at national conferences and CFA keynote addresses in the US and Canada: The Contrarian Credo; Alternative Assets vs. Alternative Thinking; Common Myths: The Trying, The Troubling, and The Tragic; Everything I Know About Investing I Learned in Kindergarten; Beware the Wu Wei of Passive Bond Indexing; Why Alternatives and Why Now?· Featured pieces in The Wall Street Journal, NY Times, Grant's Interest Rate Observer, Bloomberg, Investment News, Advisor Perspectives, Seeking Alpha, Marketwatch, LA Forum, CFA Society publications, and international publications in The Netherlands, the UK, and Asia- Featured in Faber's book, "The Best Investment Writing: Selected writing from leading investors and authors" -
Guest Lecturer, The George B. Delaplaine Business SchoolHood College Dec 2021 - Dec 2021Frederick, Md, UsGeorge B. Delaplaine Jr. Business School Guest Lecturer -
Svp, Institutional Portfolio ManagerPyramis Global Advisors, A Fidelity Investments Co. Jun 2006 - Jan 2010Boston, Ma, UsSVP, Institutional Portfolio Manager, Asset Allocation (May 2007 to January 2010)· Part of the team responsible for the asset allocation, investment design, and portfolio construction of Pyramis’ multi-strategy investment platform, including target-date funds, dynamic asset allocation, and strategic asset allocation products. Lead member on all custom-designed investment solutions, including multi-strat portable alpha solutions, and custom LDI. Scope encompassed $9.5 billion in assets across multiple products in various channels: DB, DC, E&F, high net worth, and retail. · Represented Pyramis’ asset allocation capabilities in finals presentations, consultant presentations, webcasts, and broker/advisor meetings. · Key spokesperson for industry conferences, media, and with governmental agencies in the US and abroad. · Highest win ratio in the firm (over 75%); most requested portfolio manager within the wholesaler team· Led Pyramis’ growth efforts in Canada, the fastest growing institutional and retail firm in the country SVP, Managing Director of Strategic Services (July 2006 to May 2007) · Lead and manage Strategic Services, a team of research analysts providing customized research to institutional investment clients. Projects have included asset liability studies, portfolio optimization, risk budgeting, “fit” analysis, and more. Interaction was at the CIO and senior staff levels. · Lead thought-leadership efforts through papers and presentations, designed to position Pyramis as a world-class institutional asset manager and solutions-provider. Research and commentary has been cited and featured in Pensions & Investments, Endowment & Foundation News, and has been used by agencies of the federal government, consulting firms, and academia. Represent Pyramis on business news television, company-sponsored webcasts, conferences; keynote speaker at research roundtables held in the US, Canada, Europe, and Asia and numerous industry conferences. -
Managing Director, Investment Strategy & ResearchPutnam Investments Jun 2000 - Jun 2006Boston, Massachusetts, UsLeader of the Strategic Research Team (SRT), an analytical research group dedicated to the institutional business.•Published thought-provoking papers and presentations, designed to position Putnam as an innovative “thought leader” in the industry. Research and commentary was cited and featured in Pensions & Investments, The Wall Street Journal, Money, FundFire, and numerous trade and financial publications and web sites in the U.S., Europe, Canada, Australia, and Japan. •Research topics and custom projects included industry/portfolio analysis, asset class evaluation, risk management, alternatives, emerging investment trends, and plan design. Scope included defined benefit, defined contribution, endowments/foundations, and other institutional markets. •Responsibilities also encompassed strategic product development, which included innovative executions of portable alpha strategies, options-driven strategies, and liability-driven strategies, etc. -
Ge Asset Management: Director, Institutional Marketing And Product DevelopmentGe Capital 1998 - 2000Norwalk, Ct, UsDirector of Institutional Marketing and Product Development - Lead the marketing and product development efforts for GE’s 401(k) and defined benefit business. Lead efforts on channel and business development programs. - Created one of the industry's first internet and phone solutions for delivering advice to 401(k) participants -
Sr. Brand ManagerUnilever 1996 - 1998Blackfriars, London, GbBrand Manager on Brand generating $500mm in sales.Managed the new product development strategy: new product ideation and concept development, opportunity analysis, consumer research, revenue and profitability forecasting, and competitive analysis. Coordinated marketing strategy and working plan for launch and roll-out, including promotional campaigns and advertising. Winner of the first-ever CLIO advertising award for websites; one of the first in the industry to create "gaming" applications to create awareness and engagement with the Brand. -
Sr. Product ManagerThe Learning Company (Mecc) 1993 - 1996
Peter Chiappinelli, Cfa, Caia Skills
Peter Chiappinelli, Cfa, Caia Education Details
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The Wharton SchoolFinance -
Carleton CollegeScience Technology & Public Policy
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Université De BourgogneCertificate Of French Studies
Frequently Asked Questions about Peter Chiappinelli, Cfa, Caia
What company does Peter Chiappinelli, Cfa, Caia work for?
Peter Chiappinelli, Cfa, Caia works for Ballentine Partners, Llc
What is Peter Chiappinelli, Cfa, Caia's role at the current company?
Peter Chiappinelli, Cfa, Caia's current role is Partner and Chief Investment Officer.
What is Peter Chiappinelli, Cfa, Caia's email address?
Peter Chiappinelli, Cfa, Caia's email address is pe****@****gmo.com
What is Peter Chiappinelli, Cfa, Caia's direct phone number?
Peter Chiappinelli, Cfa, Caia's direct phone number is +161788*****
What schools did Peter Chiappinelli, Cfa, Caia attend?
Peter Chiappinelli, Cfa, Caia attended The Wharton School, Carleton College, Université De Bourgogne.
What skills is Peter Chiappinelli, Cfa, Caia known for?
Peter Chiappinelli, Cfa, Caia has skills like Asset Allocation, Hedge Funds, Portfolio Management, Investments, Investment Management, Investment Strategies, Mutual Funds, Equities, Fixed Income, Series 7, Strategy, Alternative Investments.
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