Factor investing through the cycle – J.P. Morgan Asset Management – 4.20.18


Now On Demand.

The rise of factor investing has many investors asking: Will returns persist or decrease over time as investors crowd into factors? Can we time factors? How might the dynamics of factor investing change in the coming years? Explore the implications of factor investing during this discussion with J.P. Morgan Asset Management experts.

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Matt Riley
ETF Sales Specialist
J.P. Morgan Asset Management
Matt Riley, vice president, is an ETF client advisor within J.P. Morgan Asset Management’s ETF Solutions Group. He is responsible for developing relationships with financial advisors across the Investment Advisor, Wealth Management and Independent Broker Dealer channels.

Prior to joining J.P. Morgan in 2013, Matt worked at Stifel Nicolaus where he was a Vice President in Research Equity Sales covering NYC hedge fund and mutual fund clients.

Matt graduated from the University of Richmond in 2007 with a B.S. in Business Administration and a minor in Leadership Studies. He currently holds Series 7 and 63 licenses.

Garrett Norman, CFA
Beta Specialist
J.P. Morgan Asset Management
Garrett A. Norman, CFA, vice president, is a member of the North American Beta Specialist team, covering the firm’s factor-based franchise across both alternative beta and strategic beta.

Prior to this role, Garrett was a client portfolio manager within the Multi-Asset Solutions team, responsible for structuring multi-asset portfolios with a focus on factor-based investment strategies. Before joining J.P. Morgan, Garrett was an Associate Director in Portfolio Management at PAAMCO where he focused on investments in fixed income relative value, long/short credit, distressed debt, and equity hedge fund strategies and helped develop the firm’s inaugural alternative beta offering. He has experience designing tactical asset allocation portfolios as part of a quantitative analytics group at Citigroup and has spent time conducting research on factors for use in stock-selection models at Batterymarch Financial Management, Inc.

Garrett graduated magna cum laude from the University of Pennsylvania with a bachelor’s degree in Economics and holds an MBA from the University of Chicago Booth School of Business with concentrations in Analytical Finance, Econometrics & Statistics, and Economics. He is also a CFA charterholder.

Josh Rogers
Beta Specialist
J.P. Morgan Asset Management
Josh Rogers, vice president, is a member of the Americas Beta Specialist team for J.P. Morgan Asset Management, based in New York. In this role, Josh works with client advisors to position our suite of Beta Strategies solutions with clients, including strategic beta, alternative beta and market cap-weighted strategies.

Prior to joining J.P. Morgan in 2017, Josh was a vice president at BlackRock within the iShares business, specifically dedicated to commercializing the long-only factor based ETFs with both retail and institutional clients. In his ten years at Blackrock, Josh also held roles as a technical expert on the broader range of iShares ETFs, and product development for the liquid alternatives mutual funds.

Josh graduated from Gettysburg College with a bachelor’s degree in both Business Management and Economics.

Michael Lieder
Capital Markets
J.P. Morgan Asset Management
Michael Lieder, executive director, joined J.P. Morgan Asset Management in 2013 to lead Capital Markets for the firms Exchange Traded Funds business. Prior to joining J.P. Morgan, for 6 years Mike worked at BlackRock (and Barclays Global Investors prior to its acquisition) within their iShares ETF business. At iShares, as part of the Capital Markets and Institutional Sales teams, he helped drive liquidity, utilization and distribution of ETF’s to the broker dealers and institutional clients. Before joining BlackRock, Mike worked at Credit Suisse from 1996 to 2006 as a director on their Convertible Bond and Equity Derivative Sales team. He began his career trading commodity and financial futures for Oppenheimer Futures Trading Advisory Services, a wholly owned Commodity Trading Advisor of Oppenheimer & Co. Mike earned his BA degree in Economics from Boston College in 1986.


Title: Factor investing through the cycle
Date: Friday, April 20, 2018
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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