Sara Shores

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Sara Shores, CFA, Managing Director, is the Global Head of Smart Beta for BlackRock, driving the strategy innovation and thought leadership for Smart Beta across all asset classes for institutional, retail and iShares clients. Sara has over 20 years of investment experience and is recognized throughout the industry as an expert on Smart Beta.

Ryan McGrail

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Ryan McGrail es un vicepresidente y analista senior de crédito de Loomis, Sayles & Company (afiliada a Natixis Global AM), donde trabaja desde hace más de 13 años. Cubre los sectores de energía, pipelines y MLP.

Adriana Beltrán

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Adriana Beltrán es directora en Fitch México. Desde 2010, es parte del equipo de Fund & Asset Manager Rating Group; participa en calificaciones de fondos de deuda, siefores y administradores de activos de México y Latinoamérica.

Philip Carey

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Philip Carey is Founder and CEO of Lloyd Crescendo Advisors, a RIA helping families manage their global wealth with a focus on Alternative Investments and Socially Responsible Investments. In addition, Philip volunteers as a Board Member of the Sapelo Foundation, a private family foundation that promotes progressive social change affecting vulnerable populations, rural communities, and the natural environment in the state of Georgia. Philip has a Masters in Financial Planning from Bentley University.