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Now On Demand.
On August 19th, RBA Advisors CEO and CIO Richard Bernstein joins Global X ETFs CIO Jon Maier on a conference call to discuss the current market landscape. These former Merrill Lynch colleagues will also give their insights on portfolio diversification, benefits of ETFs, and the importance of the right investor mindset in this age of ‘FOMO’. So, don’t miss out.
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Jon joined Global X in 2017. He and his team shape the firm’s market outlook, leads the construction of model portfolios, crafts the firm’s investment strategy, and contributes to the development of ETF products.
As portfolio managers, Jon and his team use a top-down approach to investing, focusing on macro level trends implementing their investment strategy through the use of broad based and more narrowly focused ETFs. Jon has 25 years of experience on Wall Street, most recently as the lead Model Portfolio Strategist at Merrill Lynch managing their ETF model portfolio business within its CIO Office. Prior to managing Merrill’s ETF model portfolio business, Jon was the Senior Closed-end Fund Research analyst within Bank of America-Merrill Lynch Global Research. Prior to joining Bank of America-Merrill Lynch, Jon was the lead Research Analyst covering Closed-end Funds and BDCs at UBS and its predecessor firm, PaineWebber. While at PaineWebber/UBS, Jon worked in structuring closed-end fund IPOs and subsequently covering new funds.
Jon has authored many papers on Closed-end funds and ETFs, has appeared on Reuters, Bloomberg, CNBC, Cheddar TV, Yahoo TV and is often quoted in leading financial publications including The Wall Street Journal and Barron’s.
Earlier, Jon served as a U.S. Peace Corps volunteer in Kiev, Ukraine, focusing on privatization projects.
Jon received his BBA from Emory University.
He can be followed on Twitter @JonDMaier. |
Richard Bernstein is the chief executive officer/chief investment officer of Richard Bernstein Advisors LLC.
Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. The firm utilizes a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. RBA is one of the fastest growing money management firms, is among Morningstar’s Top 10 ETF Model Managers in assets and partners with some of the world’s leading financial institutions.
Mr. Bernstein has over 40 years’ experience on Wall Street, and was formerly the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC.
A much-noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine’s annual “All-America Research Team” eighteen times, and is one of only fifty-seven analysts inducted into the Institutional Investor “Hall of Fame”. He was also twice named to both Fortune magazine’s “All-Star Analysts” and to Smart Money magazine’s “Power 30”, and was a member of Registered Rep’s “Ten to watch” for 2012. His book “Style Investing: Unique Insight into Equity Management” is widely viewed as the seminal book on style-oriented investment strategies. He donates the profits from that and his other book, “Navigate the Noise: Investing in the New Age of Media and Hype,” to charity.
Mr. Bernstein is chair of the Alfred P. Sloan Foundation endowment’s Investment Committee (~$2.0 billion) and sits on the Hamilton College endowment’s Investment Committee (~$1 billion); he is a trustee of both institutions. He is also a member of the Journal of Portfolio Management’s Advisory Committee, a Program Reviewer for the CFA Curriculum, and former adjunct faculty of the NYU/Stern Graduate School of Business.
Rich holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College. He has lectured on finance and economics at numerous colleges, universities and professional forums. |
