Authors

Adam Schrier, CFA, FRM

Director, Product Management, New York Life Investments

Adam Schrier is a Director of Product Management at New York Life Investments, covering fixed income strategies with a focus on non-investment grade debt. Previously, he worked as a Product Manager for high yield and emerging market debt at Invesco in New York

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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

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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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Dan Petersen, CAIA®

Director, Product Management, IndexIQ

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

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Dana Hartwell, AIF®

Director, Head of DCIO Sales, New York Life Investments

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

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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, CRPC®, CRPS®

DCIO National Account Senior Associate, New York Life Investments

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

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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 Swaney

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

Jon is a Managing Director and Senior Portfolio Manager with New York Life Investment Management's Strategic Asset Allocation & Solutions (SAS) Group.  His current focus is

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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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Kelly Ye, CFA

Director of Research, IndexIQ

Kelly Ye, CFA, is Director of Research at IndexIQ, a wholly-owned subsidiary of New York Life Investments. She oversees new product development across the IndexIQ ETF family. Before joining IndexIQ, Kelly was head of Quantitative Investment Strategy in New York Life Investments

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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

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Kevin Kloski, CFA

Director, Product Management, New York Life Investments

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

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Lauren Goodwin, CFA

Economist and Multi-Asset Portfolio Strategist, New York Life Investment Management

Lauren Goodwin, CFA is an economist and multi-asset portfolio strategist with New York Life Investment Management’s Strategic Asset Allocation & Solutions (SAS) Group, which has $10B in assets under management. She joined NYLIM in 2018 to focus on global macroeconomic trends

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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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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

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Mark Lacuesta, FRM, CAIA, CIPM

Director of Index Strategies, IndexIQ

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

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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 Strategic Asset Allocation & Solutions (SAS) Group

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New York Life Investments Retirement Institute

New York Life Investments

The New York Life Investments 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, New York Life Investment Management

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

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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

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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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Steve Sciortino

Managing Director, New York Life Investments

Steve Sciortino is Managing Director at New York Life 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...

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