Investing’s Dynamic Duo – Combining Quantitative and Fundamental Research – AllianceBernstein – 11.28.18

Summary:

Now On Demand.

We have found that combining quantitative and fundamental research increases the probability of alpha generation. As broad market volatility increases, we have also found this investment approach to produce even greater premiums relative to the S&P 500. Please join our team as they present:

• Dynamics of Quantamental Investing
• Research Insights & Alpha Generating Ideas
• Top Sector and Stock Picks
• Recent Rebalancing

Speakers:

Ann Larson is a Senior Analyst covering US Quantitative Research at Bernstein. Ann joined Bernstein’s Institutional Sales team in 1994, moved to the Equity Portfolio Strategy Group as an associate in 1995, and became a Senior Quantitative Analyst in 1999. She currently manages the US Quant Team, and conducts, publishes and markets its quantitative research, developing multivariate stock-selection models, and working with institutional clients to implement customized quantitative solutions. Ann earned a BBA in Information Systems and an MBA with a concentration in Finance from Loyola University in Maryland. She has been named a Top US Analyst in Quantitative Research by Bloomberg Markets magazine.

Mr. Chappell is an accomplished asset management executive with extensive ETF industry knowledge. He recently joined Alliance Bernstein as Vice President ETFs focusing on the distribution of their 2 existing Bernstein Research ETFs. Prior to Alliance Bernstein he was at Columbia Threadneedle Investments where he oversaw the integration of five actively managed ETFs into their mutual fund organization post acquisition and also helped bring to market Columbia’s first wave of smart beta ETFs. Prior to Columbia, Mr. Chappell assisted in launching Grail Advisors, one of the first actively managed ETF firms. At Grail he was both Head of Distribution and Chief Operating Officer. Before Grail, Mr. Chappell oversaw intermediary distribution efforts for mutual fund products at Charles Schwab Investment Management. Mr. Chappell graduated from Santa Clara University with a BS in Finance and has an MBA from University of San Francisco.

Richard Brink is a Senior Vice President, Market Strategist in the Client Group. Previously, he served as a senior portfolio manager in the Alternatives and Multi Asset business development team. Brink also served as a senior portfolio manager in Fixed Income, and prior to that as investment director for fixed-income investments within the Global Retail Investments group. Before joining AB in 2004, Brink was senior product manager at the Dreyfus Corporation, covering retail and institutional fixed-income offerings. Before that, he was a senior trainer, dealing primarily with the design and delivery of product training to financial advisors and mutual fund sales representatives. Brink holds a BS in applied mathematics and economics from Stony Brook University. He is a CFA charterholder.