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Speakers
Jane Buchan, PhD, CEO, Martlet Asset Management
Andrea Eisfeldt, PhD, Professor of Finance, UCLA Anderson School of Management
Katy Sherrerd, PhD, Partner, CEO, Research Affiliates
2021 Market Outlook
What you should know about Socially Responsible and Alternative Investing
Fintech Disruptors and the Future of Finance
Reassessing Leadership in a Post-Pandemic World
Jane Buchan, PhD, CAIA MARTLET ASSET MANAGEMENT
Ms. Buchan is Chief Executive Officer of Martlet Asset Management, an independent firm established in 2018.
Prior to founding Martlet, Jane was Chief Executive Officer of PAAMCO, a fund of hedge funds, which she helped found in 2000, and Co-CEO of the holding company, PAAMCO Prisma Holdings. Under her leadership, the firm grew to $32 billion in assets under management.
Ms. Buchan began her career at J.P. Morgan Investment Management in the Capital Markets Group. She has been an Assistant Professor of Finance at the Amos Tuck School of Business at Dartmouth. She recently served as chairwoman of the board for the Chartered Alternative Investment Analyst Association (CAIA) and is a member of the Advisory Board for the Master of Financial Engineering Program at UCLA Anderson School of Management. In addition, she is currently serving on the boards of AGF Management Ltd. and Globe Life Inc.
In March 2020, Jane was named to the Barron's 100 Most Influential Women in US Finance and in 2015 she was named to the Investhedge Hall of Fame.
Ms. Buchan has been actively involved in initiatives to advance the careers of women in finance and is a founding Angel for 100 Women in Finance. She has also been recognized with numerous industry honors and awards.
Jane holds both a PhD and an MA in Business Economics (Finance) from Harvard University. She earned a BA in Economics from Yale University. Jane has thirty-three years of experience in investment management and portfolio construction with institutional investors.
Andrea Eisfeldt, PhD, Professor of Finance, UCLA Anderson School of Management
Andrea L. Eisfeldt is the Laurence D. and Lori W. Fink Endowed Chair in Finance and a professor of finance at UCLA Anderson, where she’s been teaching since arriving in 2010. She spent her first 10 years of her academic career as an assistant professor and then a tenured associate professor at the Kellogg School of Management at Northwestern University.
“UCLA has an amazing history and tradition in finance, and I think that’s a huge draw because it’s a foundation we’re always building on,” Eisfeldt says about conducting research and teaching at UCLA.
During her time at Anderson, Eisfeldt has also enjoyed one 2-year leave and one sabbatical, providing asset management consulting for Structured Portfolio Management and AQR, respectively. Both positions offered her the chance to put her expertise in fixed-income and equity portfolio strategies to the practical test.
“It’s a lot of fun using ideas from the research frontier in asset management,” says Eisfeldt. “It’s important to get your feet wet in what you’re researching and teaching.”
Eisfeldt’s research over the years has focused on macroeconomics and finance, including research on market liquidity, the role of intangibles in asset pricing, bank valuation, and over-the-counter markets. Her papers have earned the Smith Breeden Distinguished Paper prize in 2004, the Jensen Prize (second place) in 2008, and the Smith Breeden First Place Paper award in 2013. She has also been awarded research grants by the National Science Foundation and the Banque de France.
Her recent research looks at how equity-based pay has impacted measures of the labor share and income and wealth inequality. She notes that “equity-based pay has become an increasingly important form of compensation for high-skilled workers below the C-suite. It is underestimated in standard labor compensation data sources. Equity pay changes prior conclusions about income shares, and about precisely how technological progress has impacted income and wealth inequality.”
Eisfeldt is on the board of the American Finance Association, where she is a member of the Investments, Strategic Planning and Ethics Committees. She is also on the board of the Society for Financial Studies Cavalcade, and is a research associate at the National Bureau of Economic Research in its corporate finance, asset pricing and economic fluctuations and growth programs, and is a member of NBER’s Conference on Research in Income and Wealth. Eisfeldt holds editorial roles at the Journal of Monetary Economics, the American Economic Journal: Macroeconomics and the Review of Economic Dynamics.
Katy Sherrerd, PhD CFA, Partner, CEO, Research Affiliates
Katrina F. Sherrerd is the chief executive officer of Research Affiliates, a global asset manager dedicated to profoundly impacting the investment community through its insights and products. The firm creates investment strategies and tools based upon award-winning research and delivers these solutions in partnership with some of the world’s premier financial institutions. Katy is also a member of the Research Affiliates board of directors.
As CEO, Katy oversees the operations and resources of the firm, including the establishment of
strategy and policy, which allow the firm to deliver on its core mission of conducting cutting-edge
research and advancing innovative product development for the benefit of investors. She is dedicated to guiding the firm by fostering a culture of curiosity and respect, encouraging the multiplicity of insights and approaches her global team brings to the table; in her experience this process is the most effective means for achieving sustainable investment outcomes.
Katy joined Research Affiliates in 2006 as a managing director responsible for strategic planning and affiliate relations, and served as president and chief operating officer before becoming CEO.
Throughout her professional career, she has worked to further inventive and groundbreaking
investment research and to encourage the continuing education of investment professionals around the world. Prior to joining Research Affiliates, Katy spent 19 years in various roles at CFA Institute, the largest global association of investment professionals. As part of the leadership team, she led the research and education effort, including oversight of the Financial Analysts Journal, and spearheaded strategic planning. She was also the executive director and member of the board of trustees of the CFA Institute Research Foundation. In 2020, Katy was named by Barron's as one of the 100 Most Influential Women in US Finance.
Katy currently serves on the boards of Rayliant Global Advisors and the Institute for Quantitative
Research in Finance. Prior to joining Research Affiliates, she was vice chair of the Investment Advisory Committee for the Virginia Retirement System. She was also a visiting professor at the Darden School at the University of Virginia and a lecturer at the McIntire School of Commerce at the University of Virginia.
Katy received her BS in finance from the University of Virginia’s McIntire School, an MS from the
Massachusetts Institute of Technology, and a PhD in finance from the Darden School at the University of Virginia. She holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Orange County.
Consuelo Mack
Executive Producer and Managing Editor
CONSUELO MACK WEALTHTRACK on Public Television
Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its fifteenth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term diversified investing in all of the investments people care about: stocks, bonds, real estate, insurance, art, and collectibles.
Before developing WEALTHTRACK Mack spent over a decade at The Wall Street Journal as the Anchor and Managing Editor of its weekly syndicated business program, “The Wall Street Journal Report”. During her tenure, it won the Overseas Press Club award, the Gracie Award and was nominated for a News and Documentary Emmy award for excellence in background and analysis.
Mack is a pioneer in business television. She was a founding partner of “Today’s Business”, where she was the sole Anchor and Executive Editor of television’s first daily, nationally syndicated business news program. She was founding news editor and co-anchor of “Business Times”, the first national morning business program. In its first year “Business Times” won the ACE award, cable television’s highest honor.
Prior to her television career, Mack worked for several prominent research and money management firms including Mitchell Hutchins and Merrill Lynch. She is a member of the Economic Club of New York, the Council on Foreign Relations, The Women’s Forum and is a board member of the YMCA of Greater New York.
She has received several honors including the first Lifetime Achievement Award for Women in Print and Electronic Financial Journalism from the Women’s Economic Roundtable and the Malcolm S. Forbes Public Awareness Award. Mack graduated from Sarah Lawrence College with a bachelor’s degree in English Literature, History, and Political Science.
