FUND INVESTORS - Key Persons
Job Titles:
- APFI Director & Executive Chairman
Adam is a Director of the APFI since 2019. Adam is the Assistant Portfolio Manager for multi-manager strategies at Xponance (fka FIS Group), a $15bn Philadelphia-based asset manager including over $5bn in multi-manager portfolios focusing on emerging and boutique managers. Adam joined Xponance in May 2013. From 2008-2013, Adam founded and ran a boutique investment advisory firm which advised on private investments in South America, Africa, and the Middle East. Previously, Adam worked as a trade and economic affairs official for the U.S. Government in Iraq, Afghanistan, Cape Verde, Sierra Leone, Ghana, and Mozambique. Adam earned his B.A. in International Relations from the University of Southern California, his M.A. in International Economics and Business from Yale University, and a post-graduate Diploma in Finance from the London School of Economics. He is a CFA Charterholder.
Job Titles:
- Principal, ILEX Associates
Antony is one of four principals of Ilex Associates, a specialist asset management advisory boutique. He is currently undertaking a major institutional business consulting assignment at Aberdeen Standard Investments having completed previous assignments at J.Safra Sarasin, Architas, Alliance Trust Investments, Fisch Asset Management and Brompton Asset Management. Antony has over 30 years of experience in the investment management industry. Of particular note, Antony was the CEO of the UK business of FundQuest, the multi manager specialist of BNP Paribas Investment Partners which managed and advised on over £30bn of assets. This followed the acquisition by BNP Paribas of Investment Manager Selection in 2008, at that time the largest independent multimanager in the UK (£5.3bn) where Antony was CEO and one of five principal shareholders. Antony's early career was spent at the Swiss private bank Lombard Odier and at Hill Samuel Asset Management. Antony is a Fellow of the Chartered Institute for Securities and Investment, a Fellow of the Royal Society of Arts and a Freeman of the City of London.
Bella has 20 years' experience in the research and analysis of the UK, European and Asian fund management industries. She established Fundscape in 2010, a research house specialising in the end-to-end analysis of the UK fund industry. Fundscape is the publisher of the Platform Report, a quarterly publication monitoring and analysing the fund platform distribution channel that is widely regarded as the platform industry's official data source. Previously, Bella worked for Lipper FMI as Global Head of Research and Publications and was the author of numerous publications and reports including the popular European and Asian Data Digests, the Fund Market Profile report series and the UK Platform guide. Early in her career Bella worked in investment banking and then a London-based consulting firm where she specialised in market entry strategies for retail and institutional asset managers.
Job Titles:
- Co - Founder and Managing Director at 360 Fund Insight
Chetan is a co-founder and Managing Director at 360 Fund Insight, a fund research advisor. Before 360 Fund Insight Limited, Chetan Modi worked at Allfunds Bank in 2014 as Senior Fund Analyst covering US and UK equity strategies. He started his professional career at Morningstar OBSR in 2006. He developed in his main role as a Fund Analyst covering US, UK, Asia Pacific ex Japan and Global Emerging Markets Equity funds. Chetan graduated from Brunel University with an honours degree in BSc Business Economics.
Job Titles:
- APFI Director / Conceptual Fund
- Director of the APFI
- Managing Director of Conceptual Fund Managers
Gandy is a Director of the APFI since 2019. Gandy is the current Managing Director of Conceptual Fund Managers (South Africa) - a multi-manager focusing on emerging and boutique managers. Gandy previously held various positions in the financial services industry across southern Africa where his key roles centred on building and implementing models in the actuarial consulting environment. He has also served as the Principal Executive Officer of one of the biggest umbrella funds in South Africa where. Gandy is a Nearly-Qualified Actuary and holds a certificate in Investment and Risk Management from the Yale University School of Management (USA).
Jauri was a Director of the APFI from 2014-2019. Jauri leads the Nordic activities of APFI and has more than 20 years experience in portfolio management, fund research and manager selection, having held senior positions at major firms in the region, including Director and Portfolio Manager at Nordea Asset Management in Stockholm between 2006 and 2016. He is also a Certified EFFAS Financial Analyst (CEFA).
Job Titles:
- APFI Director Emeritus & Co - Founder / Pictet
Mussie is one of the four original co-founders of the APFI and was a Director of the APFI from 2011-2019. Mussie is the head of fund selection at Pictet & Cie. The team is responsible for selecting best-in-breed managers across all asset classes for Pictet Wealth Management unit globally. Mussie and his team partake an active role in the portfolio construction of the bank's fund-based discretionary mandates. In addition, Mussie runs a US$1.5billion absolute return fund-of-fund for Pictet Wealth Management clients. Prior to joining Pictet in 2006, Mussie was analyst & portfolio manager within the fund selection and multimanagement team at LODH & Cie. Mussie graduated from the University of Geneva with a double Master's degrees in Econometrics and in Finance. He is also a CFA charterholder.
Navaneeth Krishnan joined Envestnet | PMC Research India in August of 2017. He is responsible for conducting research and due diligence on fixed income mutual funds and separately managed accounts. Prior to joining Envestnet, Mr. Krishnan worked with HSBC for six years undertaking research and due diligence on long-only mutual funds. Previously, he held trading and analyst roles across asset classes like commodities, currencies and equities at organizations such as Geojit BNP Paribas and HSBC Investdirect. Mr. Krishnan received a Bachelors degree in Software Systems from Bharathiar University, Coimbatore. He is also holds a Post Graduate Certificate in Business Finance (MBF) from Indian Institute of Finance (IIF), Delhi and a Certificate in AFRM (Financial Risk) from the Indian Institute of Management, Bangalore (IIMB). He is also pursuing the CAIA Charter, having passed Level I.
Job Titles:
- Founder of MindEquity
- Founder, MindEquity / Vice - Chair, UN Women ( UK )
Nuala is the founder of MindEquity, a specialist reputation, brand, culture, and communications consultancy. Nuala is also the current Vice-Chair of UN Women (UK), the only global entity dedicated to the economic empowerment of and elimination of violence against women and girls. She also Chairs the Government & Parliamentary Relations Committee among other senior non-profit appointments. Nuala's executive career spans over 25 years in asset management, Investment banking services and management consulting. She is the former Chief Marketing Officer of Standard Life Aberdeen and member of the Asset Management Executive Committee and was a Managing Director and Head of International Marketing at Blackrock. Ms Walsh was named amongst Financial News' Top100 Most Influential Women in Europe (2015) and the Top 50 Most Innovative CMOs (2017). She is a regular spokesperson, former lecturer and guest speaker at Insead and London School of Business.
Adam is Director of Investments at Paul R. Ried Financial Group, a Registered Investment Advisory firm based in Bellevue, Washington. As Director of Investments, his responsibilities include developing, implementing and monitoring client portfolios. This includes designing the overall asset allocation strategies, conducting in-depth market analysis and investment manager due diligence. He joined the firm in 2002. Adam is a Certified Investment Management Analyst (CIMA) and Accredited Asset Management Specialist.
Job Titles:
- Co - Founder of DOOR
- Co - Founder, DOOR Ventures
Roland is the co-founder of DOOR, an online due diligence questionnaire platform. Prior to co-founding Door, Roland was the Managing Partner of Propinquity, a consultancy providing strategic research and advice to asset management companies. Previously, Roland was a Managing Director and global head of fund research and due diligence for Deutsche Bank. Roland is one of the four original co-founders of the APFI and was a Director of the APFI from 2011-2016.
Job Titles:
- Editor and Behavioural Finance Coordinator, SSRN ( USA )
Professor Ricciardi is a leading expert on the academic literature and emerging research issues in behavioral finance. Kent Baker and Victor Ricciardi are co-editors of the book Investor Behavior: The Psychology of Financial Planning and Investing was published in February 2014 and the book is part of the Wiley Finance Series. Professor Ricciardi's second book Financial Behavior - Players, Services, Products, and Markets with Kent Baker and Greg Filbeck serving as his co-editors was published in June 2017 by Oxford University Press. He was previously an Assistant Professor of Financial Management at Goucher College in Baltimore, Maryland. He is a frequent news contributor and leading authority on various behavioral finance issues.