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Reframing the Role of Alternatives in Today’s Market

01:02:00

May 13, 2020 11:30 AM

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Speakers

Robert Stark
Senior Managing Director of Corporate Development @FS Investments
Robert Stark is Senior Managing Director of Corporate Development at FS Investments. Mr. Stark is responsible for the development and execution of the firm’s growth agenda. He oversees FS Investments’ international business as well as investor education and supports teams across the firm to enhance effectiveness, efficiency and performance. Mr. Stark has deep experience in strategic business development in both the U.S. and abroad. He most recently held various roles at J.P. Morgan Asset Management, including leading the firm’s response to the DOL Fiduciary Rule and, prior to that, serving as Head of Global Strategic Relationships, U.S. Funds, responsible for national account relationships across all distribution platforms. Previously, Mr. Stark served as Global Head of Strategy and Business Development at J.P. Morgan Asset & Wealth Management, where he oversaw long-term strategy and worked to improve the operating performance of each business.
Shana Sissel, CAIA
Chief Investment Officer @Spotlight Asset Group
As Spotlight’s CIO, Shana will oversee all aspects of the investment platform ranging from overall strategy, implementation, and communication to clients and prospects. As part of her role she will be responsible for leading the Investment Policy Committee and implementing enhanced due diligence for investment selection. Shana has nearly two decades of industry experience at leading investment firms, primarily in Boston and Chicago. Prior to joining Spotlight, Shana served as Director of Investment Due Diligence & a Senior Portfolio Manager with Orion Advisor Solutions. At Orion, she was tasked with building the firm’s in-house due diligence group. Establishing the framework on investment strategy review & analysis for the Orion Portfolio Solutions Turnkey Asset Management Program & Model Marketplace. In addition, Shana served as co-manager for the firm’s tax-managed direct indexing suite of separately managed accounts & was the firm’s subject matter expert on Alternative Investments.
Travis Upton, CFA, FRM, CAIA
Partner, CEO and Chief Investment Officer @The Joseph Group Capital Management
Travis chairs the firm’s Investment Committee and plays a key role in developing and communicating The Joseph Group’s investment strategy. Earlier in his career Travis served as an Institutional Portfolio Manager with Fifth Third Investment Advisors where he worked extensively with investment policy for endowment and pension funds. He also worked in institutional sales with the Harbor Fund mutual fund family. In addition to his investment duties, Travis is a Kaplan Licensed Faculty member for Kaplan Education’s Leadership and Professional Development program where he teaches training programs for investment banks across the country and develops study materials for financial certification programs. He is a summa cum laude graduate of the University of Toledo and holds the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA) designations. Travis is a member of CFA Institute and past-President of the Columbus CFA Society.