Robert Robis Email & Phone Number

New York

• Head of global fixed income strategy for BCA Research - the top-ranked independent investment research provider with a global client base of institutional investors, hedge funds, sovereign wealth funds, family offices and private bankers.• Conducted unique research and authored weekly reports and periodic special reports discussing the global macro backdrop and outlook for developed market government bonds/rates, US & European corporate credit, and emerging market debt. • Research framework synthesized analysis of the global business cycle, monetary policy, liquidity trends, thematic macro regime shifts, fundamental valuation and technical market analysis. • Managed a model global bond portfolio combining sovereign and credit-sensitive assets. • Engaged directly with BCA clients worldwide on a regular basis. Frequent speaker at global investment conferences, and in media interviews (WSJ, Bloomberg, Financial Times, Reuters, CNBC).• Previously managed the BCA U.S. Bond Strategy service, producing research specifically covering U.S. fixed income markets (Treasuries, TIPS, Investment Grade & High-Yield corporates, ABS, MBS, Municipals).

Atlanta, Georgia

• Directed macro investment strategy across global rates, currencies & global multi-sector credit for ING (now Voya) Investment Management’s fixed income business ($140bn in AUM in institutional accounts, retail mutual funds and ING insurance assets with varying absolute return and benchmarked performance mandates). • Co-portfolio manager on ING Global Bond Fund, a multi-sector Global Macro fixed income strategy with $1.6 billion in assets. Utilized both cash bonds and derivatives (interest rate & bond futures, swaps & swaptions, currency forwards & options). Complete performance data available upon request. • Partnered with Risk team to ensure that fund exposures (duration, curve, country, currency, credit) were aligned with expected macro outcomes. This included performing scenario analysis and stress testing on various portfolios, using internal proprietary risk tools combined with external risk management platforms (primarily, Blackrock Aladdin).• Advised Quantitative Research Team in the creation and backtesting of macro-informed trading strategies and risk overlays for active management of global rates & currency exposures. • Managed a Macro Strategy team consisting of a Global Rates portfolio manager, a Developed Markets economist and an Emerging Markets strategist, while also mentoring younger staff throughout the fixed income team.• Created high-level educational & branding materials for the Marketing team (i.e. talking points for wholesalers, performance summaries & attribution for client meetings, content & thought leadership for monthly performance and strategy publications). Authored White Paper on Active Currency Management in November 2012 (copies available upon request).• Traveled extensively across U.S. with retail wholesaler and institutional consultant relationship management teams in support of the ING Global Bond Fund. Frequent speaker at investment conferences across the US; and often quoted in media (WSJ, Bloomberg, Reuters).

New York, Ny

• Co-portfolio manager of the OppenheimerFunds International Bond Fund, one of the largest retail non-U.S. bond funds in the U.S. with $12 billion in assets across both Emerging and Developed Markets (rated 4 stars by Morningstar).• Directly managed the Developed Markets fixed income & currency assets: $6 billion across several portfolios, primarily cash sovereign bonds & derivatives (futures, swaps, swaptions, currency forwards & options). Exceeded performance benchmarks for each full calendar year. Complete performance data available upon request. • Utilized a Global Macro investment approach, incorporating fundamental valuation modeling combined with business cycle analysis, monetary policy/liquidity analysis, thematic macro regime analysis and technical analysis. • Directed the asset allocation process for the OppenheimerFunds International Bond Fund, involving return forecasting, scenario analysis, risk measurement, and portfolio optimization across the fund’s major risk exposures: Developed Market debt (rates & currency), Emerging Market local currency debt, and Emerging Market hard currency debt. • Developed and maintained internal risk management, performance measurement and performance attributions systems for the Developed Market fixed income assets.• Managed a dedicated Developed Markets investment team of an analyst and two traders.• Served as the Global Macro Strategist for the OppenheimerFunds International Fixed Income team, and regularly contributed written research and opinion during monthly portfolio manager meetings for the entire Fixed Income Department. Extensively marketed the fund at conferences and quoted frequently in media (WSJ, Bloomberg TV).

New York, Ny

• Proprietary risk taker responsible for researching and implementing trading strategies involving Developed Market debt and currency markets, utilizing capital and risk parameters provided by J.P. Morgan Chase.• Conducted trade execution and performance monitoring in a dedicated trading book.• Provided regular analysis of the global economy and financial markets for use in Emerging Markets trading strategies.

New York, Ny

• Developed Markets interest rate and currency analyst for OppenheimerFunds’ international fixed income portfolios. • Constructed medium-term valuation models for interest rates, bond yields/curves and currencies. • Advised portfolio managers on broad asset allocations decisions (sovereign versus credit, Developed Markets versus Emerging Markets), directional fixed income market calls (duration, curve, spreads) and currency exposure decisions for the funds managed by the International Fixed Income Team.

Montreal, Quebec, Canada

• Senior market strategist and thought leader who independently researched and authored U.S. investment strategy reports for a diverse global client base of private and public sector investors. • Specialized in identifying cyclical and structural relationships between the real economy, monetary policy and the financial markets, and integrating that analysis into strategic asset allocation recommendations.• Managed a stand-alone Canadian investment strategy publication in 1997-98.

Masters, Economics

B.A. (Honours), Economics