Joseph V. Amato is President of Neuberger Berman Group LLC and Chief Investment Officer. He is also a member of the firm’s Board of Directors and its Audit Committee. Prior to this role, Joe served as Lehman Brothers’ Global Head of Asset Management and head of its Neuberger Berman subsidiary, a position he held from April 2006. From 1996 thru 2006, Joe held senior level positions within Lehman Brothers’ Capital Markets business serving as Global Head of Equity Research for the bulk of that time. During his tenure as head of research, Lehman Brothers’ ranking in the annual Institutional Investor’s “All-American Team” equity research survey rose from #12 in 1997 to #1 in 2003. Joe received his Bachelor of Science from Georgetown University.
Christopher Chu is Assistant Fund Manager – Asia at Union Bancaire Privée.
Ariel Bezalel manages the Jupiter Strategic Bond Fund (Unit Trust). He joined Jupiter in 1997 as a member of the Fixed Interest Team. Bezalel holds a degree in Economics from Middlesex University.
Nicolas Delrue is Head of Investment Specialists at UBP
Erik L. Knutzen, CFA, CAIA and Managing Director, joined the firm in May 2014 as Multi-Asset Class Chief Investment Officer. Erik will drive the asset allocation process on a firm-wide level, as well as engage with clients on strategic partnerships and multi-asset class solutions. Previously, Erik was with NEPC, LLC where he served as chief investment officer since 2008. He has 29 years of experience in the financial services industry, including nine years at Putnam Investments. Erik holds an MBA from Harvard Business School and a BA from Williams College. He has been awarded the Chartered Financial Analyst designation, as well as the Chartered Alternative Investment Analyst designations. Erik sits on the Board of the Massachusetts Audubon Society and is a member of their Investment Committee.
Axel Merk is President & CIO of Merk Investments, Manager of the Merk Funds.
He is a recognized expert on the global economy, monetary policy and international investing. An authority on currencies, including gold, he is a pioneer in the use of strategic currency investing to seek diversification and portable alpha. Merk has been named the “Currency Guru” by Morningstar.
Axel Merk is a regular guest on CNBC, FoxBusiness and Bloomberg. His thoughts and interviews frequently appear in the Financial Times, Wall Street Journal, Barron’s, Forbes and other financial media around the world. Merk is a sought after speaker at industry conferences, universities, government organizations and think tanks on topics ranging from the economy, gold and currencies to sustainable wealth and personal finance.
Mr. Merk, together with the Merk portfolio team, manages the Merk Hard and Absolute Return Currency Funds, as well as the Van Eck Merk Gold Trust.
Axel Merk holds a B.A. in Economics (magna cum laude) and a M.Sc. in Computer Science from Brown University.
Erasmo Rodriguez is an Equities Analyst at UBP, specialiced in Energy and Utilities sectors.
Guillermo Zamarripa es director general e investigador de tiempo completo en FUNDEF.
Jorge Sánchez Tello es economista e investigador asociado en FUNDEF. Editorialista en diferentes diarios de circulación nacional, con la columna “Paradigma Económico”. Colaborador en diferentes programas de radio y televisión.
Tanguy Le Saout is Head of European Fixed Income and Executive Vice President at Pioneer Investments. Tanguy oversees all European Fixed Income portfolio management as well as European credit research. He is also the Lead Portfolio Manager of several fixed income portfolios.
Prior to this, Tanguy was Head of Government Bonds and VaR Portfolios and later Head of Fixed Income Investment Grade, roles to which he was appointed in 2004 and 2010 respectively. He joined Pioneer Investments in October 1999 from Dresdner in Paris where he worked as an Arbitrageur on Equity Options. Tanguy first joined Dresdner in 1992 as an Arbitrage Researcher. In 1994 he took up the role of Primary Dealer on French Government Bonds. Tanguy has been specialising in Fixed Income and Total Return products since joining Pioneer Investments.
