Answering the Toughest Questions on Factor Investing – Northern Trust Asset Management – 7.20.17

Summary:

Now On Demand.

There’s a lot of noise in the marketplace around factor investing. But none of it directly answers advisors’ toughest questions.

Join us as our investment experts tackle many of these questions, such as:

  • Why is factor investing prevalent now? Is it a fad?
  • How are factor strategies different from smart beta strategies?
  • How is factor investing utilized in portfolio construction?

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

Michael R. Hunstad, PhD
Head of Quantitative Research
Northern Trust Asset Management

Michael is the Director of Quantitative Research at Northern Trust Asset Management. In this role he leads Asset Management’s factor-based research and product development programs across active and passive equity, fixed income, real estate and commodities.

Prior to joining Northern Trust, Michael was Head of Research at Breakwater Capital, an algorithmic trading firm and hedge fund. Previously, he was Head of Quantitative Asset Allocation at Allstate Investments, LLC and a quantitative analyst with a long-short equity hedge fund. He also served as an adjunct professor at the Illinois Institute of Technology.

Marie E. Dzanis, CIMA®
Head of Intermediary Distribution
Northern Trust Asset Management

Marie is Head of Intermediary Distribution. Her leadership responsibilities include establishing Northern Trust’s presence in multiple channels, leading and hiring industry top talent who deliver the firm’s expertise in different markets. Recognized with a “Top Women in Asset Management” award by Money Management Executive (May 18, 2015), Marie consistently demonstrates her passion through involvement in a variety of industry breakthrough initiatives. She has served in previous leadership roles at iShares BlackRock, JP Morgan Asset Management and Smith Barney.

Throughout her career Marie has managed multiple channels and has grown several lines of business in the institutional and intermediary space including securities lending and trading, product development, product sales, sales management and branch management. Marie started in the industry as a financial advisor.

Marie is a graduate of The Catholic University of America (B.A. in Political Theory), the Stanford University Executive Education Program, and the Chicago Booth School of Business Executive Education Program. She received her CIMA® at University of California, Berkeley and as a member of IMCA served as the Chairwoman of the Specialty Conference Committees for IMCA®. She is on the ETF committee and Leadership Advisory Council for Money Management Institute. She serves on the Women’s Board of the University of Chicago Cancer Foundation, is on the Advisory Committee for BlinkNow charitable organization, and is the Founder of the Emergency Champagne Women’s Leadership Group. Marie and her husband live in Chicago and are associate producers on the documentary “Love Letters For My Children — The Maggie Doyne Story”.

William H. Thomas Jr.
National Sales Manager for Mutual Funds and Separately Managed Accounts
Northern Trust Asset Management

Bill is the National Sales Manager for Mutual Funds and Separately Managed Accounts. He is responsible for growing Northern Trust’s presence in the intermediary market. He does this by developing the sales team through motivation, mentoring and product knowledge and skills development.

Prior to joining Northern Trust in 2014, Bill was the Head of Distribution for DSC Quantitative Group over seeing all sales and marketing related activities of the firm’s operations. From November 2011 to July 2013 he was CEO, Head of Sales for SIP America, a distributor of structured investments to the retail and institutional markets. At SIP America he was responsible for all aspects of the firm including sales, marketing, product build out and development. Before joining SIP America, Bill was Managing Director,National Sales Manager at Allianz Global Investors, and in addition, served on the executive committee and global product committee responsible for firm strategy and product development. At Allianz, he oversaw the internal and external sales efforts that lead to increases in annualized sales from $9 billion to more than $60 billion in sales. Bill also worked as a Divisional Sales Manager for Allianz Global Investors and PIM CO Funds. Bill began his career at Thomson McKinnon Securities as a financial advisor.

Bill graduated with a B.S. degree from Michigan State University and served on the Board of Governors of the Money Management Institute. Bill currently holds the FINRA series 7, 63, 65, and 24 securities licenses.

Overview:

Title: Answering the Toughest Questions on Factor Investing
Date: Thursday, July 20, 2017
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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