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Paul Baiocchi is an ETF analyst at IndexUniverse, covering international and domestic sector ETFs. After graduating from California State University, Chico with a B.S. in finance, he went on to receive his MBA from the University of British Columbia. While in graduate school, Baiocchi worked as a consultant to Delta Global Advisors, creating internationally themed unit investment trust portfolios for Claymore funds. He later joined Delta full time as the firm's senior market strategist.
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David Blitzer is managing director and chairman of S&P Dow Jones Indices' index committee. He has overall responsibility for security selection for the company's indexes, and index analysis and management. Blitzer previously served as chief economist for Standard & Poor's and corporate economist at The McGraw-Hill Companies, S&P's parent corporation. A graduate of Cornell University, he received his M.A. in economics from George Washington University and his Ph.D. in economics from Columbia University.
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Paul Britt is an ETF analyst at IndexUniverse. He focuses on alternative ETFs, including absolute return and volatility funds, as well as on asset allocation ETFs and consumer sector ETFs. Britt holds a B.S. from Rochester Institute of Technology and an M.S. in financial analysis from the University of San Francisco. He has also passed the Level III CFA exam. Britt worked most recently as a private placement agent at an IRA custodian.
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Andrew Clark is a research analyst at Lipper. He is responsible for the analysis of ETFs, mutual funds and other collective investments on a global basis. Clark has won several awards for his research, most recently a Best Paper award from the World Congress on Engineering and Computer Science 2011. His articles have appeared in the Journal of Index Investing, the Journal of Investing, Physica A, Quantitative Finance and European Physical Journal B.
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Guido Giese is head of indexes at SAM, responsible for the maintenance and further development of the Dow Jones Sustainability Index family (DJSI). Additionally, he oversees global sales, licensing, partnerships and client services for the DJSI. Prior to joining SAM, Giese was head of research and development at Stoxx. He holds a Ph.D. in applied mathematics from the Swiss Federal Institute of Technology Zurich.
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Craig Israelsen is an associate professor at Brigham Young University. He writes monthly for Financial Planning magazine. Israelsen is a principal at Target Date Analytics (www.OnTargetIndex.com) and the designer of the 7Twelve Portfolio (www.7TwelvePortfolio.com). He and Phil Fragasso published "Your Nest Egg Game Plan" (Career Press). Israelsen is also the author of "7Twelve: A Diversified Portfolio with a Plan" (John Wiley & Sons), published in 2010. He holds a Ph.D. in family resource management from Brigham Young University.
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Christopher Philips, CFA, is a senior investment analyst for Vanguard Investment Strategy Group. This group is responsible for capital markets research, the asset allocations used in solutions for Vanguard's funds-of-funds, and maintaining and enhancing the investment methodology used for advice-based relationships with high-net-worth and institutional clients. He has authored several research papers. Philips holds a B.A. from Franklin & Marshall College.
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