Authors

Adam Schrier, CFA, FRM

Director, Product Management, MainStay Investments

Adam Schrier is a Director of Product Management at MainStay Investments covering taxable fixed income and energy equity strategies. Previously, he worked as a Product Manager for high yield and emerging market debt at Invesco in New York

Full Bio

Amit Soni, CFA

Director and Portfolio Manager, New York Life Investment Management

Amit Soni is a Director and Portfolio Manager in the Strategic Asset Allocation & Solutions (SAS) team at New York Life Investment Management. He focuses on quantitative and macro-economic investment research and portfolio management for the asset allocation

Full Bio

Arthur Torrey

Managing Director and Portfolio Manager, Fixed Income Investors

Mr. Torrey is a Portfolio Manager in the High-Yield Credit Group. He joined New York Life Investments in 2006 and is responsible for the management of non-investment grade assets including floating rate loans and high-yield bonds

Full Bio

William Priest, CFA

CEO, Co–CIO, and Portfolio Manager, Epoch Investment Partners, Inc.

Bill is Chief Executive Officer and Co-Chief Investment Officer of Epoch Investment Partners. He is a portfolio manager for Epoch’s global equity investment strategies and leads the Investment Policy Group, a forum for analyzing broader secular and cyclical trends that Epoch believes will

Full Bio

Dan Petersen, CAIA®

Director, Product Management

Dan Petersen is a Product Manager at IndexIQ, responsible for developing actionable content as it pertains to the competitive landscape, analyzing fund usage in the latest market environment, and portfolio positioning for both individual portfolios and broader-based applications

Full Bio

Dana Hartwell, AIF®

Director, Head of DCIO Sales, New York Life MainStay Investments

Dana Hartwell is head of DCIO Sales. He joined MainStay Investment’s Institutional channel in 2015. Previously, Dana’s experience includes Hartford Funds, Natixis Global Asset Management, Fidelity Investments, and Charles Schwab & Co.

Full Bio

Epoch Investment Partners, Inc.

Epoch’s investment approach is designed to uncover opportunities that others may miss. In our view, growth of free cash flow, and the intelligent use of that cash flow, represent the best predictor of long-term shareholder return. We look for strong company management with

Full Bio

Jae Yoon

CIO, New York Life Investment Management

Jae Yoon is the Chief Investment Officer (CIO) of New York Life Investment Management (NYLIM). He is responsible for the ongoing evaluation of the investment performance of the strategies managed by NYLIM’s boutiques and affiliate portfolio teams.

Full Bio

Jeffrey Zielinski, CRPC®, CRPS®

DCIO National Account Senior Associate, MainStay Investments

Jeffrey Zielinski is a DCIO National Account Senior Associate helping cover our home office and field relationships. He joined New York Life MainStay Investments in 2016. Previously, Jeff's experience includes John Hancock RPS (Formerly New York Life RPS), ADP Retirement Services, and

Full Bio

Jerry Swank

Managing Partner and Chief Investment Officer, Cushing Asset Management

Jerry V. Swank founded Swank Capital in 2001 and its wholly owned SEC-registered investment adviser in 2003. He has over 40 years of experience in investment management and research analysis. Mr. Swank was formerly President and CEO of

Full Bio

John Tobin

Managing Director, Portfolio Manager, and Senior Research Analyst, Epoch Investment Partners

John is a portfolio manager for Epoch's Global, Non-U.S. and U.S. Equity Shareholder Yield strategies. Prior to joining Epoch in 2012, John taught undergraduate economics as a

Full Bio

Jonathan Swaney

Managing Director and Senior Portfolio Manager, MainStay Investments

Jon is a Managing Director and Senior Portfolio Manager in the Strategic Asset Allocation & Solutions Group.  His current focus is on management of the MainStay and third party asset allocation strategies

Full Bio

Josh Monroe, CFA

Director of Product Management

Josh Monroe is a Director of Product Management at MainStay Investments, covering the firm's municipal bond and asset allocation investment strategies. Prior to joining MainStay, he was a Vice President, Product Manager at Franklin Templeton Investments, where he supported funds...

Full Bio

Justin H. Kelly, CFA

CEO, CIO, and Portfolio Manager, Winslow Capital Management, LLC

Mr. Kelly has jointly managed MainStay Large Cap Growth Fund (formerly FMI Winslow Growth Fund) since April 1999, when he joined Winslow Capital Management as a Managing Director, with responsibility for research and portfolio management

Full Bio

Kevin Hebner, PhD

Managing Director, Global Portfolio Management, Epoch Investment Partners, Inc.

Kevin is a global investment strategist. Prior to joining Epoch in 2016, Kevin served as a senior FX strategist at J.P. Morgan Securities. Before J.P. Morgan, Kevin worked as a global investment strategist at Third Wave Global Investors, Citigroup Asset Management, and

Full Bio

Kevin Kloski, CFA

Director, Product Management, New York Life/MainStay Investments

Kevin recently worked as a Portfolio Specialist at Voya Investment Management where he served as a subject matter expert on fundamental and quantitative equity strategies.

Full Bio

Libby F. Toudouze

Portfolio Manager, Cushing Asset Management

Libby F. Toudouze has over 30 years of experience in investment management and 15 years of Energy and MLP specific portfolio management experience. Before joining Cushing Asset Management, she established and ran a family office where her responsibilities included

Full Bio

MacKay Municipal Managers

MacKay Municipal Managers™ team of MacKay Shields is co-headed by John Loffredo and Robert DiMella. John and Robert previously headed the largest municipal asset management group at Merrill Lynch Investment Managers/BlackRock. John and Robert have experience managing municipal assets across institutional separate accounts, open-end and closed-end funds

Full Bio

Marc Chaikin

Stock Market Expert and Founder, Chaikin Analytics

After 45 years on Wall Street as a renowned stock market expert and among the early developers of computerized trading systems and tools for both retail and institutional investors and traders, Marc Chaikin founded Chaikin Analytics LLC in 2009 to deliver proven stock analytics to

Full Bio

Mark Lacuesta, FRM, CAIA, CIPM

Director, Index Strategies

Mark is Director of Index Strategies at IndexIQ where he is responsible for overseeing IndexIQ’s proprietary and third-party indexes underlying the firm’s ETF offerings. In this role, Mark is involved with research, product development, trading, sales, and marketing

Full Bio

Nick Brown

Director, Client Portfolio Manager, Cushing Asset Management

Nick Brown is the Client Portfolio Manager and Business Development Director at Cushing Asset Management. Prior to joining the firm in 2013, Nick was an Analyst in Bank of America Merrill Lynch’s Investment Banking Division in Houston

Full Bio

Poul Kristensen, CFA

Managing Director, Economist, and Portfolio Manager, New York Life Investment Management

Poul Kristensen, CFA is Managing Director, Economist, and Portfolio Manager with New York Life Investment Management's Strategic Asset Allocation & Solutions (SAS) Group

Full Bio

MainStay Retirement Institute

MainStay Investments

MainStay's Retirement Institute was created to assist plan advisers and plan sponsors as they navigate today’s evolving governance landscape. The Retirement Institute’s various initiatives seek to provide expert coverage of the industry’s most impactful issues and deliver

Full Bio

Robert Serenbetz

Portfolio Strategist, MainStay Investments

Robert Serenbetz is the Portfolio Strategist for the Strategic Asset Allocation & Solutions Group (SAS). He contributes to investment thought leadership and communication efforts across New York Life Investment Management

Full Bio

Saket Kumar

Portfolio Manager, Cushing Asset Management

Saket Kumar has worked in investment management and investment banking focused on the energy and industrials sector since 2007. Before joining the firm in his current role, he was an analyst at Citadel Investment Group in their long short market neutral hedge fund strategy

Full Bio

Salvatore J. Bruno

Chief Investment Officer and Managing Director | IndexIQ

Sal is Chief Investment Officer at IndexIQ, where his primary responsibility includes developing and maintaining the firm’s investment strategies. Sal joined IndexIQ in 2007 from Deutsche Asset Management (DeAM) where he held a number of senior positions

Full Bio

SAS Group

Strategic Asset Allocation & Solutions Group, New York Life Investment Management

NYLIM’s Strategic Asset Allocation & Solutions (SAS) Group invests tactically across the full span of global capital markets, designing comprehensive solutions for a variety of client needs. Managed assets include MainStay Asset Allocation and Retirement Funds, mandates for third parties, and a customized strategy for the New York Life General Account.

Full Bio

Steve Sciortino

Managing Director, New York Life/MainStay Investments

Steve Sciortino is Managing Director at New York Life/MainStay Investments, responsible for the Product Management Group. In this role, Steve is responsible for driving product strategy and leading the product management efforts for the Funds and ETFs...

Full Bio