Maria is responsible for analyzing and recommending publicly-traded equity and fixed-income strategies accessed through separately-managed accounts, mutual funds, and ETFs. She also focuses on investment manager research and portfolio management within Liquid Alternatives. Prior to joining TAG, Maria spent over eight years at Asset Alliance Corporation, most recently as Director, Research and Investments, focusing on… Read more »

Michael Hawn joined ALPS in 2008 and is Vice President of Business Development for ALPS Fund. Services’ Asset Servicing solutions in the Eastern U.S. Prior to ALPS, Michael was a Vice President at Fiserv Investment Support Services in Denver, worked in Curian Capital’s bank trust sales department, and served as AVP Regional Wholesaler for INVESCO… Read more »

Mike joined Litman Gregory in 2013 and serves as the National Director of Institutional Relationships for the Litman Gregory Masters Funds. Prior to joining the firm, Mike was with T. Rowe Price for 15 years in several roles, including National Account Manager for institutional and intermediary clients and Executive for defined contribution/defined benefit platforms. Mike… Read more »

Patrick Reid is a managing director on the AIP Hedge Fund Solutions team, focusing on oversight and management of customized portfolios. He joined Morgan Stanley in 2009 and has 18 years of industry experience. Prior to joining the firm, Patrick was the head for single manager hedge fund product development and business head for Hedge… Read more »

Mr. Hoffmeister joined Quaker Funds, Inc. in 2010. His most recent experience has been as Chief Economist of Bretton Woods Research LLC. He served as the Director of Market Strategy at Polyconomics from 2004-2006. While there, he worked as Chief Economist with Jude Wanniski, one of the three godfathers of supply-side economics. Mr. Hoffmeister’s experience… Read more »

Peter Murrugarra is responsible for due diligence and manger research and is a member of ClearVest’s Investment Committee. Prior to joining ClearVest, LLC, Mr. Murrugarra was a Managing Member at Inti Capital, LLC, an outsourced investments office. Previously, Mr. Murrugarra served as Event Driven & L/S Equity Strategy Head at ACAM Advisors LLC, where he… Read more »

Peter J. Shea is a partner in Katten’s Financial Services practice. His clients range from NYSE-listed exchange traded funds to small private businesses as well as registered investment companies, hedge funds, investment advisors, broker-dealers and other financial institutions. Peter has served as counsel in the following types of matters: • Formation, registration and compliance for… Read more »

Rick Frisbie is an executive vice president and the head of Franklin Templeton Solutions. Mr. Frisbie and the company’s multi asset team are responsible for target date/risk funds, global allocation funds, hedge funds, capital markets expectations, alternative beta, inflation protection strategies and managed volatility services. The group leverages insights from Franklin Templeton’s multiple investment management… Read more »

Tanya Ghaleb-Harter is a member of the Merrill Lynch alternative investments team responsible for leading the research process for liquid alternatives, a $30 billion business at the firm. She has been Merrill since 2009, having previously managed the US-based, external fund of hedge funds platform. Prior to joining the firm, she worked at Deutsche Bank… Read more »

Mr. Kirchner has been responsible for the day-to-day management of the Fund since its 2003 inception. Prior to joining Quaker Funds, Inc., he was the founder of Pennsylvania Avenue Advisers LLC and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund. From 1996-1999, Mr. Kirchner worked as a Bond Trader for Banque Nationale de Paris… Read more »