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Hemen Bhatia is the principal officer of portfolio management services at Mumbai-based Benchmark Asset Management Company, which he joined in July 2007. His current responsibilities include designing, launching and marketing new products. Prior to joining Benchmark, he was an assistant manager in product development and research with Principal PNB Asset Management Company. Bhatia holds a B.Com and a master’s in management studies with specialization in finance from the University of Mumbai.
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David Blitzer is managing director and chairman of the S&P 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 Standard & Poor’s. A graduate of Cornell University, he received his M.A. in economics from The George Washington University and his Ph.D. in economics from Columbia University.
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Mack Courter of Courter Financial Services, is a Certified Financial Planner specializing in retirement investing and planning. He is a registered investment adviser in the state of Pennsylvania. Courter works primarily with retirees and those planning for retirement. Before starting his own practice, he worked for Ameriprise Financial, then known as American Express Financial Advisors. Courter is based in State College, Pennsylvania.
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Mark Labovitz is the former head of research for Thomson Reuters Indices. He has over 30 years’ experience performing data analysis over a very broad set of industry verticals. Labovitz has published more than 35 articles in refereed journals on a variety of topics in science, engineering and business. His academic credentials include a Ph.D. in applied math from the University of Colorado and an MBA from the Wharton School.
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Philip Murphy is a senior director in S&P Indices’ channel management & solutions team. He is responsible for managing index solutions in the defined contribution market. Murphy received his undergraduate degree from Queens College of The City University of New York and his M.A. in economics from Fordham University. He is a CFA charterholder and is a member of the New York Society of Security Analysts and the CFA Institute.
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Steve Swartley is a senior research analyst for Russell Investments, where he focuses on small-cap investment managers across all styles. His research is primarily used to review manager opinions and provide manager recommendations to Russell’s consulting clients and multimanager funds. Swartley became a portfolio management team member for Russell’s U.S. small-cap and developing manager funds in 2004. He also serves on Russell’s index content committee.
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Robert Waid is managing director and head of indexes and index research for Wilshire Equity Analytics. He has over two decades of index-related experience at Wilshire Associates. Waid’s prior responsibilities included overseeing Wilshire’s proprietary investment department and proprietary research, where he was responsible for the development, implementation and management of domestic long/short programs. Prior to this, Waid oversaw Wilshire’s Database Systems Group. He holds a B.S. in finance from the University of Southern California.
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