Clayton Triick, CFA, is Portfolio Manager of Angel Oak Capital Advisors. Mr. Triick is the Lead Portfolio Manager for the UltraShort Income Fund and a portfolio manager for the Flexible Income Fund and the Multi-Strategy Income UCITS Fund. He is a portfolio manager within the nonagency and agency residential mortgage-backed securities markets and focuses on cross-asset fund allocation and interest rate risk management of Angel Oak’s funds and institutional separately managed accounts. Mr. Triick has been in the investment management industry since 2009 and has experience across multiple sectors of fixed income. Prior to joining Angel Oak in 2011, he worked for YieldQuest Advisors, where he was a member of the investment committee focusing on the interest rate risk, currency risk and commodity exposures of the portfolios alongside directly managing the closed-end fund allocations within the portfolios and individual accounts. Mr. Triick holds a BBA degree in finance from the Farmer School of Business at Miami University in Oxford, Ohio, and holds the Chartered Financial Analyst — CFA — designation.
Ron Patton, CFA, is Senior Vice President, Portfolio Manager and Head of Canadian Investment Mandates at Cidel Asset Management. Mr. Patton is active in both investment management and client relationship. He previously was President and Chief Executive Officer of AMI Partners. He is a graduate of Sir Wilfrid Laurier University.
Reuben Bramanathan is Product Lead of Coinbase Asset Management, Inc. Mr. Bramanathan has been with Coinbase first as Product Counsel beginning in August 2015 and today as the Product Lead for Coinbase Asset Management, a new subsidiary of Coinbase. Before this time, he was a senior lawyer with Adroit Lawyers. He received a bachelor’s in law and in business — economics — from Queensland University in Technology in Australia in 2007. He has been investing in cryptocurrency since 2013 and advising clients since 2014.
Art Amador, CFP, is the COO and Co-Founder of EquBot. Mr. Amador brings more than a decade of experience in the investment management industry. Most recently, he spent eight years serving as a vice president at Fidelity Investments, where he was responsible for over $1.3 billion in assets. In 2012, Mr. Amador was recognized as Fidelity’s number-one consultant in the U.S. He holds the professional designation of Certified Financial Planner and an MBA from the Haas School of Business at UC Berkeley.
Sam Wiseman, M.A., CFA, is the Chief Investment Officer of Wise Capital Management Inc. He has 40 years of comprehensive industry experience. He has been a portfolio manager since 1990, having previously been a Vice President, Equities at Bolton Tremblay and a Portfolio Manager at OMERS. Mr. Wiseman is also a member of the CFA Practice Analysis Working Body Committee.
Christina Alfandary rejoined Gabelli Asset Management Company in 2016 as Managing Director, Environmental, Social & Governance — ESG — and Sustainable Investments. In her role, she leads the company’s expansion of its ESG integration efforts and ESG investing capabilities. Prior to rejoining, she was Senior Managing Director, Co-Head of Nikko Asset Management Americas, Inc. where she worked from 2005 to 2015. While there, she managed the U.S. business and was instrumental in a U.S. product launch of an innovative impact investing Green Bond product developed in collaboration with the World Bank. Before Nikko AM, she was a vice president at GAMCO Investors from 2000 to 2005 where she worked with institutional and high net worth clients. Her early professional experience includes working at Morgan Stanley, in institutional fixed income sales and trading and as a banker in municipal finance. Ms. Alfandary speaks on ESG investing frequently and is a guest lecturer on ESG investing at Fordham University in its impact investing course. She is also a member of the board of trustees of the Thacher School, a California Green Ribbon school recognized for its environmental sustainability. A native of California, Ms. Alfandary received an MBA in finance from Columbia Business School and earned her B.A. from Lewis & Clark College.
Bimal Shah is an Associate Portfolio Manager for Thornburg Investment Management, Inc. He joined the firm in 2014 as an Equity Research Analyst and was promoted to Associate Portfolio Manager in 2016. Prior to his joining Thornburg, Mr. Shah was a senior investment analyst at Waterstone Capital Management and a research analyst at Macquarie Securities Group. He also held various management positions at Citigroup in New York. Mr. Shah began his career as an associate at Standard & Poor’s. He holds an MBA from the University of Maryland.
Brian Kelly is Founder and CEO of BKCM, LLC and Portfolio Manager of REX Shares BKC Blockchain ETF. Mr. Kelly is an investor, author and financial markets commentator. He has over 20 years of institutional investing experience in global financial markets and macroeconomics, and over five years of experience in digital currencies. Mr. Kelly is the author of the book The Bitcoin Big Bang: How Alternative Currencies are About to Change the World. He is also a CNBC contributor that can be seen regularly on “Fast Money.”
Steven J. Rothenberg is Portfolio Manager of Steinberg Global Asset Management, Ltd. He joined Steinberg Global in 2015, having spent the past 27 years as a discretionary investment adviser for affluent families, individuals and business owners. Mr. Rothenberg’s professional experience includes Smith Barney Equity Management, First Manhattan Company, Harris Trust Private Bank and Cypress Capital Group. Most recently, Mr. Rothenberg was the Director of Research with Palm Beach-based Carl Domino, Inc. Throughout his career, Mr. Rothenberg has developed and practiced a research-intensive investment discipline. Mr. Rothenberg is a proponent of in-depth fundamental analysis and is inherently oriented toward a value approach in investment selection. Mr. Rothenberg is a graduate of Lehigh University and has completed several postgraduate programs in finance and investments with the New York Institute of Finance. Mr. Rothenberg and his wife live in West Palm Beach. They enjoy travel, snow skiing and paddle boarding. Mr. Rothenberg is also active in several charitable causes in the local community.
Aubrey Hearn is Vice President and Senior Portfolio Manager of Sentry Investment Management. Mr. Hearn joined Sentry in 2005 and has more than 10 years of financial industry experience. His keen understanding of business dynamics, dedication to internal research and focus on high-quality, dividend-paying companies has led to a number of investment awards and increasing industry recognition. In 2015, he was named Investment Executive’s Mutual Fund Manager of the Year, which recognizes consistent outperformance over 10 years, on the basis that while one year of strong returns is not unusual, a long-term track record of outperformance is exceptional. Mr. Hearn is the lead manager of Sentry Small/Mid Cap Income Fund and Sentry U.S. Growth and Income Fund, and co-manager of Sentry U.S. Monthly Income Fund. He is also a member of the management team for the company’s flagship fund, Sentry Canadian Income Fund. Mr. Hearn graduated with a Bachelor of Commerce degree from Memorial University and holds the Chartered Financial Analyst — CFA — designation.
