Peg DiOrio, CFA, is the Head of Quantitative Equity Portfolio Management at Voya Investment Management. She is also a portfolio manager for the active quantitative strategies. Earlier, she worked at Alliance Bernstein/Sanford C. Bernstein. She received an M.S. degree in applied mathematics, statistics and operations research from New York University. She graduated from Stony Brook University. She has been President of the Society of Quantitative Analysts and is on its board of directors. She is also on the external advisory board for the Applied Math and Statistics Department at Stony Brook University.
Vincent Costa, CFA, is Manager of Global Quantitative Equities at Voya Investment Management. He is also a portfolio manager for the active quantitative and fundamental large-cap value strategies. He joined Voya Investment Management in 2006 as head of portfolio management for quantitative equity. Earlier, he worked at Merrill Lynch, Bankers Trust and Kidder Peabody. He is a graduate of Penn State and received an MBA from New York University.
Danilo Juvane is an Analyst in BMO Capital Markets Equity Research covering the U.S. pipeline and master limited partnership — MLP — sectors. In 2017, he was named among the All-America Research Team Rising Stars by Institutional Investor magazine. Most recently, Mr. Juvane worked as a research analyst with Kayne Anderson Fund Advisors, one of the largest MLP mutual funds in the U.S., covering Canadian midstream and small-cap U.S. MLPs. Prior to joining Kayne Anderson, Mr. Juvane spent over five years as an associate and research analyst at BMO as a critical member of the firm’s leading North American pipeline franchise, culminating with his own initiation of MLPs in fall 2014. Before BMO, he was a senior lead financial analyst in the corporate development arm of Entergy, one of the nation’s largest electric utilities. Mr. Juvane earned his MBA from the University of Texas McCombs School of Business and is a CFA charterholder.
Christian Ledoux, CFA, is Director of Equity Investments at CAPTRUST. He is based out of the San Antonio, Texas, location and joined CAPTRUST from South Texas Money Management in 2019. He specializes in equity research and portfolio management. Earlier, he was Chief Investment Officer for South Texas Money Management. He received a degree in business economics from the University of California at Santa Barbara.
Jason Wulff, CFA, is a Portfolio Manager and joined Eagle Asset Management, Inc., an affiliate of Carillon Tower Advisers, in 2015. He is Lead Portfolio Manager for the Eagle SMID Cap ESG Select Strategy and SMID Cap Strategy and Portfolio Co-Manager for the Small Cap Strategy. Mr. Wulff has 19 years of investment and financial industry experience and previously worked alongside members of his current Eagle investment team at Sentinel Asset Management. He earned his Chartered Financial Analyst designation in 2008 and has a Bachelor of Science degree in finance from New York University.
Amanda Agati, CFA, is the Chief Investment Strategist for PNC Financial Services Group. She leads the team that establishes overall strategic and tactical asset allocation guidance of client portfolios, oversees the evolution of investment processes, provides thought leadership on key investment issues and authors numerous publications. She also performs research and analytics that drive the overall investment recommendations of the firm, while also managing the firm’s asset allocation models. She received a finance degree from Penn State and is a member of several boards of nonprofit organizations.
Anthony Minopoli is President and Chief Investment Officer of Knights of Columbus Asset Advisors. Mr. Minopoli joined the Knights of Columbus in 2005 and is responsible for the day-to-day management of Knights of Columbus Asset Advisors — KoCAA — General Account investment portfolio and mutual fund strategies. Mr. Minopoli is also responsible for overseeing the internal investment staff and the fixed income and preferred stock investment strategies. In his role as CIO, Mr. Minopoli provides oversight for the investment managers in the KoCAA defined benefit pension plan, defined contribution plan and charitable assets, all of which are externally managed. Mr. Minopoli also oversees the complete institutional business portfolio of Boston Advisors, after acquiring the firm in October 2019. Prior to joining the Knights of Columbus, Mr. Minopoli spent 18 years at Evaluation Associates, with the last 10 years in the role of Senior Consultant. Mr. Minopoli worked with a wide array of pension and foundation clients including Colgate-Palmolive, Bristol-Myers Squibb, Albertson’s, Con Edison, M&T Bank, Teagle Foundation, Skadden, Arps, Slate, Meagher & Flom and the National Football League. Mr. Minopoli received both his B.S. degree in finance and his MBA from the University of Bridgeport.
Peter Anderson is the President of Boston Advisors. Mr. Anderson has been with Boston Advisors for over 10 years working as CMO and a member of the management committee. As President, he is responsible for overseeing the firm’s equity, alternative investment and general business practices. Previously, he was with Clay Finlay as a managing director and a member of the board of directors. He has also held various management, sales and marketing positions at Franklin Templeton Institutional, Bankers Trust Company and Citibank. Mr. Anderson received a B.S. degree from Northeastern University and an MBA from Syracuse University. He is a Founder and President of the Boston Investment Professionals.
Jonathan Dash is the Founder and Chief Investment Officer at Dash Investments, Inc. As Chief Investment Officer, he is responsible for all the investment management and asset allocation decisions at the firm. He has over 25 years of experience in investment management. Between 2006 and 2010, Mr. Dash was on the board of directors of Western Sizzlin Corporation, a 50-year-old franchising company with over $150 million in systemwide revenue. Mr. Dash graduated from the University of Southern California with a B.S. in finance and has also completed a Harvard Business School program on corporate restructuring, mergers and acquisitions.
Arnim S. Holzer is Global Macro Strategist, Client Portfolio Manager and Founder of the EAB Correlation Defense Index at EAB Investment Group. With over 30 years of global macro and multi-asset experience, Mr. Holzer’s investment philosophy is a unique blend of fundamental, technical and quantitative disciplines honed over the years of working with many of the top firms and investors in each of these disciplines. His particular macro skill is understanding the relationships of correlation and volatility in the optimization of portfolio construction and return generation. Mr. Holzer received an undergraduate economics degree from Princeton University and his MBA in finance from Fordham University. He holds a Series 7 and 65 Registered Representative securities registration.
