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Eric Balchunas is Senior ETF Analyst at Bloomberg Intelligence, where he leads the ETF and passive fund research and contributes to Bloomberg Opinion. He is a frequent speaker at industry events and conferences, as well as the co creator of the Bloomberg podcast Trillions and Bloomberg TV’s ETF IQ. Eric is author of The Institutional ETF Toolbox. He lives in Philadelphia with his wife and two boys.
Cliff is a Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He is an active researcher and has authored articles on a variety of financial topics for many publications, including The Journal of Portfolio Management, Financial Analysts Journal, The Journal of Finance and The Journal of Financial Economics. He has received five Bernstein Fabozzi/Jacobs Levy Awards from The Journal of Portfolio Management, in 2002, 2004, 2005, 2014 and 2015. Financial Analysts Journal has twice awarded him the Graham and Dodd Award for the year’s best paper, as well as a Graham and Dodd Excellence Award, the award for the best perspectives piece, and the Graham and Dodd Readers’ Choice Award. He has won the second prize of the Fama/DFA Prize for Capital Markets and Asset Pricing in the 2020 Journal of Financial Economics. In 2006, CFA Institute presented Cliff with the James R. Vertin Award, which is periodically given to individuals who have produced a body of research notable for its relevance and enduring value to investment professionals.
Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. He is on the editorial board of The Journal of Portfolio Management, the governing board of the Courant Institute of Mathematical Finance at NYU, the board of directors of the Q-Group, the board of the International Rescue Committee and the board of trustees of The National WWII Museum.
Cliff received a B.S. in economics from the Wharton School and a B.S. in engineering from the Moore School of Electrical Engineering at the University of Pennsylvania, graduating summa cum laude in both. He received an M.B.A. with high honors and a Ph.D. in finance from the University of Chicago, where he was Eugene Fama’s student and teaching assistant for two years (so he still feels guilty when trying to beat the market).
Kai Wu is the founder and Chief Investment Officer of Sparkline Capital, an investment management firm applying state-of-the-art machine learning to uncover alpha in large, unstructured data sets. Prior to Sparkline, Kai co-founded and co-managed Kaleidoscope Capital, a quantitative hedge fund in Boston. Previously, Kai worked at GMO, where he was a member of Jeremy Grantham’s asset allocation team. Kai graduated from Harvard College Magna Cum Laude and Phi Beta Kappa.
Partner, CIO, Equity Strategies at Research Affiliates
Que Nguyen leads the cross-sectional equity research and strategy design that supports the firm’s systematic active portfolios and smart beta indices. She works in close collaboration with the PIMCO RAE™ portfolio managers and Research Affiliates’ academic advisors. Que is a member of the Investment Committee and the Management Committee of Research Affiliates.
Prior to joining Research Affiliates, Que was a managing director at Willett Advisors for seven years. Previous to that position, she was a managing director at the University of Chicago Office of Investments. Que has also worked at Numeric Investors, Morgan Stanley, State Street, and Barra.
Que received an AB honors degree from Harvard University in applied mathematics with an emphasis in economics.
Corey Hoffstein is the co-founder and Chief Investment Officer of Newfound Research, a quantitative investment firm dedicated to helping investors pro-actively unlock the benefits of diversification through alternative investment strategies and capital efficient solutions.
Corey’s research has been published in leading journals including the Journal of Index Investing and the Journal of Alternative Investments. He is also the host the popular quantitative investment podcast Flirting with Models.
Corey holds a B.S. in Computer Science from Cornell University and an M.S. in Computational Finance from Carnegie Mellon University.
Performance figures contained herein are hypothetical, unaudited and prepared by Alpha Architect, LLC; hypothetical results are intended for illustrative purposes only. Past performance is not indicative of future results, which may vary. There is a risk of substantial loss associated with trading stocks, commodities, futures, options and other financial instruments. Full disclosures here.