Redefining Income Generation and Risk Mitigation Using the Nasdaq-100

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Speakers

Efram Slen
Associate Vice President, Head of Index Research
Nasdaq

Efram Slen is an Associate Vice President and is Nasdaq’s Head of Index Research. During his tenure, Efram has helped lead Nasdaq to launch thousands of indexes, building out its offering in the benchmark, thematic and smart beta realms.

Jonathan Molchan
Managing Director, Portfolio Manager
Harvest Volatility Management

Jonathan Molchan is a Managing Director and Portfolio Manager at Harvest Volatility Management, where he focuses on the management and creation of new investment solutions. Jonathan currently serves as the lead portfolio manager for the Nationwide Risk-Managed Income ETF (NUSI).

Prior to joining Harvest, Jonathan was a Portfolio Manager and Head of Product Development at Horizons ETFs US, where he managed the firm’s options-based ETFs and helped lead all aspects of strategy development. He has also held roles in portfolio management, risk, trading, and research at Recon Capital Partners and Millennium Management. He started his career as an analyst at SAC Capital Advisors, where he focused on various quantitative volatility strategies, in addition to global long/short equity.

Jonathan holds a B.S. in Finance from Sacred Heart University, where he was a Division I student athlete and a member of the men’s golf team.

Phil Mackintosh
Chief Economist
Nasdaq

Phil Mackintosh, Nasdaq Chief Economist, has 28 years of experience in the Finance industry, including roles on the sell-side, buy-side and at accounting firms, which included managing trading, research and risk teams. He is an expert in index construction and ETF trading and has published extensive research on trading, ETFs and market structure.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.