2014 miniSummit in Houston on April 22, 2014
Ross H. Clary – Principal, Shepherd Kaplan LLC
Ross is a Principal of Shepherd Kaplan LLC (SK), a $10B Registered Investment Advisor based in Boston, MA. He has over 15 years of experience consulting to institutional retirement plans, family offices, and endowment and foundations in the areas of portfolio strategy, design, implementation and support. Prior to joining Shepherd Kaplan, Ross served as a senior consultant at RBC Wealth Management, where he was one of two senior consultants within the Institutional Consulting Group overseeing $1 billion in plan sponsor assets. He holds the Series 65 and Qualified Plan Financial Consultant (QPFC) designation and is a graduate of Texas A&M University.
Robert J. Costello III, CFA® – Investment Director, Fixed Income, Putnam Investments
Mr. Costello is an Investment Director in Putnam's Fixed Income group, dedicated to multi-sector core and unconstrained strategies. In this role, he is responsible for interpreting and communicating strategy, performance, and positioning to clients and prospects; developing and launching new fixed income products; and gathering and analyzing market intelligence on trends in the institutional marketplace. Mr. Costello, a CFA charterholder who holds his Series 7 and 63 licenses with FINRA, joined Putnam in 2011 and has been in the investment industry for 13 years.
Prior to joining Putnam, Mr. Costello was a Vice President in BlackRock's Global Client Group, serving as a fixed income client relationship manager to public and private pension plans, corporations, foundations, and endowments. He holds a BA in Economics from Dartmouth College.
Wilbur Matthews – Principal, CEO, CIO, Vaquero Global Investment
Mr. Matthews is Vaquero's Founder and CIO with responsibilities for Portfolio Management, Trading, Research and Analysis. Established in 2007, Vaquero Global Investment is an investment advisory firm focused on emerging market credit opportunities with an emphasis on corporate finance, the largest and most dynamic segment of the emerging market fixed income universe. Today, Vaquero manages both traditional and hedged strategies through pooled and separate account vehicles. Prior to launching Vaquero, Mr. Matthews was a Portfolio Manager with AIG, where he built one of the largest EM credit efforts on Wall Street, generating consistently strong returns with below market volatility. With AIG, Mr. Matthews was able to structure numerous innovative, first-of-their kind financings and build a network of relationships spanning issuers, underwriters and investors throughout the emerging markets. Prior to AIG, Mr. Matthews was part of Chase's Institutional Investor #1 ranked EM Research Team where he was Sr. Economist for several Latin countries and a utility player in support of the Asian, European and America's Economics and Strategy teams. Mr. Matthews was individually ranked #1 for Peru coverage in 1999/2000 by Latin Finance. Prior to working in research, Mr. Matthews was a banker with Chemical/Chase, originating transactions for emerging market issuers. Mr. Matthews has 20 years of experience in finance and emerging markets, spanning a broad range of asset classes and has seen the market from various perspectives: as a portfolio manager, trader, sovereign analyst, corporate analyst and investment banker. Mr. Matthews holds a BA in Third World Studies and British History, University of the South at Sewanee, TN.
Brad Young – Managing Director, Global Credit and Fixed Income, PineBridge Investments
Mr. Young joined PineBridge in 2010 in the Global Credit and Fixed Income division as an investment team member, and works closely with the global business development organization. Mr. Young is a seasoned investment management and global credit markets professional. His career spans over two decades in the financial services industry. His roles have included product management, business development, client portfolio management, and client relations. Mr. Young established and managed a distressed credit team at a boutique investment firm and has extensive experience in credit focused strategies. He received his BA in International Business and Economic Theories from the University of California Berkeley.