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David Blanchett is a full-time M.B.A. candidate at the University of Chicago Booth School of Business in Chicago, class of 2010. Before returning to school, he worked as an internal consultant for Unified Trust Company in Lexington, Ky., and as a financial planner for Hilliard Lyons in Louisville, Ky. Blanchett has completed an M.S. in financial services through the American College and is a Chartered Financial Analyst, a Certified Financial Planner practitioner and an Accredited Investment Fiduciary Analyst.
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David Blitzer is managing director and chairman of the Standard & Poor’s Index Committee. He has overall responsibility for security selection for S&P’s indices and index analysis and management. Prior to becoming chairman, Blitzer was chief economist for S&P. He previously served as corporate economist at The McGraw-Hill Companies, S&P’s parent corporation, and senior economic analyst with National Economic Research Associates. Blitzer is the author of “Outpacing the Pros: Using Indexes to Beat Wall Street’s Savviest Money Managers,” McGraw-Hill, 2001.
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Gregory Hight is president of Hight Capital Management, Inc., a Minnesota research and educational firm that specializes in developing applications of financial mathematics, statistics and algorithms for practical investment problems. His articles have appeared in Barron’s, Offshore Financial Review and other publications. Hight has a B.A. from Auburn University and an M.B.A. from St. Cloud State University.
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Matt Hougan is editor of Index Publications LLC, the leading financial media company focused on indexes, index funds and exchange-traded funds. In this capacity, he serves as editor of IndexUniverse.com and the Exchange-Traded Funds Report, and senior editor of the Journal of Indexes. An expert on ETFs, Hougan’s writings have appeared in SmartMoney, MarketWatch, Institutional Investor, Yahoo Finance and Financial Advisor magazine. He is widely quoted in the Wall Street Journal, Barron’s, TheStreet.com and other publications, and is a regular guest on CNBC.
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Francis Kinniry Jr., CFA, is a principal of Vanguard and a senior member of Vanguard’s Investment Strategy Group. He and his team are responsible for ongoing capital market research, portfolio design, development and implementation of customized investment solutions, investment market commentary, and research. Before joining Vanguard in 1997, Kinniry was a partner and senior portfolio manager for Executive Investment Advisors, LLC., and a portfolio manager for H. Katz Capital Group, a venture capital and hedge fund manager. He received his B.A. and M.B.A. from Drexel University.
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Christopher Philips, CFA, is an analyst in Vanguard’s Investment Strategy Group. The department is responsible for conducting the research and formulating the investment methodology used to support advisory services, products and strategies for institutional and high net worth clients. It also publishes Vanguard’s proprietary research on a variety of investment, economic and portfolio management issues. Philips has published and presented research on various topics, such as indexing, real estate and benchmark selection. He earned his B.A. from Franklin & Marshall College.
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Robert Whitelaw is the chief investment strategist of IndexIQ. He is also the Edward C. Johnson 3d Professor of Entrepreneurial Finance and chairman of the Finance Department at the Leonard N. Stern School of Business, New York University. His papers have been published in multiple academic and practitioner journals. Whitelaw has a Ph.D. in finance from Stanford University, Graduate School of Business, and a B.S. in mathematics from MIT.
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2009
