Authors

Adam Patti

CEO, IndexIQ by MainStay Investments

Adam is Chief Executive Officer and Founder of IndexIQ. Prior to founding IndexIQ, he led Fortune Indexes, a pioneer in the Exchange-Traded Fund (ETF) industry, having launched two ETFs back in 2000 in partnership with State Street Global Advisors

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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

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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

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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

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Charlie Reinhard

Chief Portfolio Strategist, MainStay Investments

As head of portfolio strategy at New York Life’s MainStay Investments, Charlie Reinhard leads investment thought leadership and portfolio construction efforts across MainStay mutual funds and IndexIQ ETFs

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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

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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.

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Jeffrey Zielinski

Senior Associate, DCIO Client Consultant, MainStay Investments

Jeffrey Zielinski joined MainStay Investment’s Institutional Intermediary Business in 2016 with 6 years of experience in the financial services industry. He is the DCIO Consultant helping cover our home office and field relationships. Previously, Jeff's experience includes

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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

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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

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Jonathan Blaze, AIFA®, GFS®

National Sales Director, Retirement Plans, New York Life/MainStay Investments

Jonathan is head of the Retirement Specialists at New York Life Mainstay Investments and is the Regional Sales Consultant in the Central Region. His team works directly with financial advisors, consultants, and record keeping platforms

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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

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Kevin Kloski

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.

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Laura (Ciarkowski) McCarron

Director, Value Add Marketing, MainStay Investments

Laura joined New York Life & MainStay Investments in 2009, and is currently the Director of Value Add Marketing. She is responsible for the development of investor education material and practice management programs that help financial professionals to uncover opportunities

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Lauren Wahlers

Senior Product Research Analyst, Mainstay Investments

Lauren Wahlers is a Senior Product Research Analyst at Mainstay Investments with a concentration on ETFs.  Previously, she worked as a Client Executive at FTSERussell (formerly Russell Indexes) supporting ETF Sponsors and Investment Management firms

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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

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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

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MainStay Investments

At the core of the MainStay success story is a multi-boutique structure that consists of autonomous institutional asset managers, each of which is highly specialized, with a unique investment focus, process, and philosophy. We believe our multi-boutique structure and thought leadership give us a competitive advantage, and have helped us deliver long-term results to our clients.

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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

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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 multi-asset strategic asset allocation & solutions (SAS) group

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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

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Robert Serenbetz

Portfolio Strategist, MainStay Investments

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

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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

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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.

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Adam Schrier, Josh Monroe

MainStay Investments

Joshua Monroe is a Director of Product Management at MainStay Investments covering the firm's municipal bond and asset allocation investment strategies. Adam Schrier is a Director of Product Management at MainStay Investments covering taxable fixed income and energy equity strategies.

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Tom Psarofagis

Director, ETF Product Management

Tom was recently a Director, Product Development at Nasdaq where he worked on creating innovative indexes for ETF sponsors. Previously, he was a senior analyst at Avatar Investment Management, a buy-side ETF Strategist

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