General Investing >> Money Manager Interviews >> April 30, 2015

Deliberate Allocation of Risk in ETF-Packaged Strategies

Ted Lucas
Ted Lucas founded Lattice Strategies and leads the firm’s overall business as Managing Partner and Chairman of the Management Committee. He also chairs the firm’s Investment Committee, where he provides leadership and hands-on guidance to Lattice Strategies’ investment and research team. Prior to founding Lattice Strategies, Mr. Lucas served as Managing Director of MCP Chess Group LLC, an investment group based in San Francisco and served on the board of directors of Chess Venture Partners, a private investment firm focused on financial services and financial technology companies. He was formerly a Director of Mint Investment Management LLC, an affiliate of Man Group PLC specializing in multi-asset class strategies in the equity, fixed income, currency and commodity markets. Previously, Mr. Lucas was Head of U.S. Strategy for Barclays Capital.  Profile
Darek Wojnar
Darek Wojnar, CFA, joined Lattice Strategies in 2014 and is a Managing Director, Head of Single Asset Strategies and Investments Committee Member. In his role as member of the Investment Committee, he has responsibility for evaluating Lattice Strageties’ multi-asset and single-asset strategies to ensure coordination of design, rigor and best thinking across the organization. Mr. Wojnar also leads the overall business effort tied to the development, packaging and management of Lattice’s single-asset strategies, including ETFs and institutional accounts. In prior roles, Mr. Wojnar served as Managing Director, Head of U.S. iShares product, BlackRock and Head of U.S. iShares product strategy, BGI — acquired by BlackRock. Prior to that, he served as Executive Director at UBS Global Asset Management.  Profile
TWST: Could you give an overview of the firm, your role in it and its overall philosophy?

Mr. Lucas: I'm the Founder of Lattice and Managing Partner. The philosophy of Lattice is the