Chief Risk Officer and Head of Quantitative Research
Haibo Chen, Portfolio Manager and Head of Fixed Income Quantitative R&D, PINEBRIDGE INVESTMENTS
Mr. Chen is portfolio manager and head of Fixed Income Quantitative R&D at PineBridge Investments, responsible for fixed income quantitative research and product development across Currencies, Rates, Corporate Credit, Structured Assets, and Emerging Market Debt. He is also a Portfolio Manager in these products. Previously at AllianceBernstein, Mr. Chen was a team leader and managed fixed income alpha, risk, and trading strategy projects that span across fixed income asset classes. Mr. Chen started his career at BlackRock as a mortgage analyst. Mr. Chen holds a doctoral degree in Nuclear Engineering from MIT. He also holds bachelor's degrees in Engineering Physics and Economics from Tsinghua University
Head of U.S. Investment Risk
COLUMBIA THREADNEEDLE INVESTMENTS
•Oversees the development of a global approach to investment risk, as well as the measurement, monitoring and management of investment risk
•Served as managing director, investment risk at Legg Mason where he helped create a culture in which risk is placed on par with reward when making key decisions
•Chaired the Investment Risk Analysis Committee at Legg Mason Capital Management where he led efforts to embed risk analysis into the investment process
•Served as president and director of the Baltimore Security Analysts Society
•Has 30 years' experience as a risk officer, portfolio manager and securities analyst
•Holds the Chartered Financial Analyst® designation
•The Wharton School, University of Pennsylvania, B.S., cum laude, in Finance
Chief Investment Officer
Mr. Bueno has been involved in macro and commodity markets for more than a decade managing discretionary and systematic multi-asset portfolios with a quantitative risk management overlay.
Before founding Argon, Mr. Bueno was a Partner and Senior Portfolio Manager at Graham Capital Management, where he managed its largest commodity macro portfolio with $900m in allocated capital. As one of the early members of Graham's London office, he participated in the recruitment of new PMs and in the development of Graham's institutional relationships with new counterparties.
Prior to Graham, Mr. Bueno was a Portfolio Manager at JPMorgan's internal commodity hedge fund, where he joined from the Fundamental Investment Group at UBS. Previously he worked at Goldman Sachs in the Multi-asset derivatives structuring and in the Power & Gas M&A teams. He began his career at Oliver Wyman as a strategy consultant.
Mr. Bueno obtained an MBA with Honors and Dean's List mentions from The Wharton School. He holds an MS in Economics and Applied Mathematics from Ecole Polytechnique (France) and he conducted research at MIT's Department of Mechanical Engineering. He also holds a BS and a MS in Industrial Engineering from UPM in Spain.
SVP, Global Analytics
AMERICAN CENTURY INVESTMENTS
Peruvemba Satish is senior vice president and portfolio manager, director of global analytics for American Century Investments®, a premier investment manager headquartered in Kansas City, Mo.
Mr. Satish oversees the firm's comprehensive risk management program, which includes analytics designed to evaluate risk at the security, portfolio and enterprise level. He also works with the company's investment management and product development teams on engineering new investment strategies consistent with clients' needs and American Century Investments' quality standards.
Mr. Satish joined American Century Investments from Allstate Corporation, where he served as a senior managing director and portfolio manager for the performance-based strategies group. Previously, he was chief risk officer for Jamison Capital Partners LP, New York. Earlier, he was the chief risk officer and a member of the investment committee at DKR Capital Partners LP, an asset management firm specializing in alternative investment strategies. He also was director of risk management at Soros Fund Management LLC.
Earlier in his career, Mr. Satish held quantitative research, risk management and investment management positions at State Street Bank and Trust and Barclays Capital. He received a Ph.D. in finance from the University of Texas at Austin, a master's in economics from the State University of New York, and undergraduate and graduate degrees in engineering and economics from Birla Institute of Science in Pilani, India. He is a CFA charterholder.
Partner and Chief Risk Officer
Alec Crawford is responsible for identifying and managing risk in Lord Abbett's portfolios. In addition, he is a member of the Investment Leadership Team, as well as the Strategic Allocation and ESG committees.
Mr. Crawford joined Lord Abbett in 2012 and was named Partner in 2013. His previous experience includes serving as Managing Director and Global Head of Risk Management at Ziff Brothers Investments; Managing Director and Head of Agency MBS Strategy at RBS Greenwich Capital; Managing Director and Head of Mortgage and Cross-Rates Strategy at Deutsche Bank Securities; Vice President and Head of Mortgage Strategy at Morgan Stanley; Vice President, Research Liaison at Goldman Sachs; and Vice President, Research Liaison at CS First Boston. He has worked in the financial services industry since 1988.
Mr. Crawford has contributed to publications, including the Guide to Fixed Income Securities, Volume 7, by Frank Fabozzi. Mr. Crawford also has received awards from Institutional Investor for his research on mortgage-backed securities.
He earned an AB in computer science from Harvard College.
Executive Director, Head of Risk and Portfolio Construction and Hedge Fund Strategy
Leon Xin is the Head of Risk and Portfolio Construction and Hedge Fund Strategist for the CIO team of the Endowments and Foundations Group at JP Morgan. Mr. Xin conducts risk analysis and quantitative research to construct portfolios and improve portfolio efficiency. He is also responsible for research and selection of hedge fund managers. Mr. Xin joined J.P. Morgan in 2016 and has 11 years of investment industry experience.
Prior to J.P. Morgan, Mr. Xin worked for over 10 years as the Head of Alternative Investment Risk team at UBS Asset Management, where he covered UBS O'Connor, an internal multi-strategy hedge fund. As the Head of Risk team, Mr. Xin was responsible for risk analysis and quantitative research on multi-strategy hedge fund investing in equity, credit, risk arb, convertible arb, macro and volatility strategies. Prior to UBS, Mr. Xin worked as an associate in Ping An Insurance of China for two years on strategic planning projects.
Mr. Xin receives a M.S. degree on Applied Math from the University of Illinois at Chicago and is a CFA charter holder.
Chief Risk Officer
Joanna Welsh is Chief Risk Officer at Citadel. Joanna chairs Citadel's Portfolio Committee and advises in determining risk tolerance levels for the strategies, businesses, and the funds as a whole.
Prior to joining Citadel, Joanna was at Tudor Investment Corporation for 15 years, most recently serving as Chief Risk Officer. With more than 20 years of experience in financial services and risk management, she also held senior risk positions at Commerzbank and Nomura.
Joanna received a master's and bachelor's degree from Oxford University.
EVP, Chief Risk Officer
Michelle McCarthy Beck is CRO for Nuveen, the asset management division of TIAA. She heads the team responsible for Investment Risk, Operational Risk, Valuations, and Business Continuity. Before joining Nuveen in 2010 she had prior roles including CRO at Russell Investments, and Chief Market and Operational Risk Officer at Washington Mutual Bank.
From 1986-2003 she worked at Bankers Trust and then Deutsche Bank in roles including derivatives portfolio manager, head of market risk management for Europe/Middle East/Africa in London, and head of risk management for the bank's asset management division.
Senior Risk Officer
WESTERN ASSET MANAGEMENT COMPANY
Dr. Kenneth Winston is Senior Risk Officer of Western Asset Management Company in Pasadena, CA. Western Asset manages $450 billion of fixed income assets globally, mainly for large institutions such as sovereign wealth funds, pension plans, and insurance companies. Western Asset's risk and quantitative analysis group develops models of securities and portfolios and works with portfolio managers and clients to determine and deliver appropriate risk/reward tradeoffs. Dr. Winston frequently speaks with boards of directors on investment and enterprise risk. He is also a Lecturer in Economics at the California Institute of Technology, where he teaches quantitative finance.
Prior to Western Asset, he was the Chief Risk Officer at Morgan Stanley Investment Management ("MSIM") in New York. He also worked in "sell side" risk management at Morgan Stanley. While at MSIM, Dr. Winston was also an Adjunct Professor of Mathematics at New York University. He began his career in finance as a quantitative equity portfolio manager, developing fully algorithmic investment strategies for institutional clients.
Dr. Winston got his PhD in pure mathematics from the Massachusetts Institute of Technology after a BS and MS in mathematics at the California Institute of Technology. He is the author of a number of journal articles in mathematics and finance, and is the co-editor (along with Bernd Scherer) of the Oxford Handbook of Quantitative Asset Management. He serves on the boards of directors of Interactive Brokers and the Institute for Quantitative Research in Finance. He is a member of the Chair's Council of the Humanities and Social Sciences Division at Caltech.