Portfolio Perspectives - Is there a Cause for a Pause?

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Speakers

Jon Maier
CIO
Global X ETFs

Jon joined Global X in 2017. He and his team shape the firm’s market outlook, leads the construction of model portfolios, crafts the firm’s investment strategy, and contributes to the development of ETF products.

As portfolio managers, Jon and his team use a top-down approach to investing, focusing on macro level trends implementing their investment strategy through the use of broad based and more narrowly focused ETFs. Jon has 25 years of experience on Wall Street, most recently as the lead Model Portfolio Strategist at Merrill Lynch managing their ETF model portfolio business within its CIO Office. Prior to managing Merrill’s ETF model portfolio business, Jon was the Senior Closed-end Fund Research analyst within Bank of America-Merrill Lynch Global Research. Prior to joining Bank of America-Merrill Lynch, Jon was the lead Research Analyst covering Closed-end Funds and BDCs at UBS and its predecessor firm, PaineWebber. While at PaineWebber/UBS, Jon worked in structuring closed-end fund IPOs and subsequently covering new funds.

Jon has authored many papers on Closed-end funds and ETFs, has appeared on Reuters, Bloomberg, CNBC, Cheddar TV, Yahoo TV and is often quoted in leading financial publications including The Wall Street Journal and Barron's.

Earlier, Jon served as a U.S. Peace Corps volunteer in Kiev, Ukraine, focusing on privatization projects.

Jon received his BBA from Emory University.

He can be followed on Twitter @JonDMaier.

Michelle Cluver, CFA
Portfolio Strategist, VP
Global X ETFs

Michelle joined Global X in 2018 and has been instrumental in establishing the operations and processes for the ETF model portfolio business. She works closely with Jon Maier on the construction and management of the ETF model portfolios while overseeing the broader team that is involved in the management of the model portfolios.

Previously, Michelle worked at Merrill Lynch Wealth Management in its ETF model portfolio business. Prior to Merrill, Michelle worked for a boutique asset management firm, with a focus on both South African and developed market equities.

Michelle has authored papers on portfolio management with a focus on thematic and income focused investing. She also writes about a broad range of economic topics.

Michelle holds a Master’s in International Finance from the Amsterdam Business School and is a CFA Charterholder.

Robert Huebscher
Founder, Advisor Perspectives
VettaFi | 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.

Tom Driscoll
Director of Model Portfolio Sales
Global X ETFs

Tom Driscoll is SVP, Director of Model Portfolio Sales at Global X ETFs. He has over 25 years of industry experience. Prior to joining Global X in 2021, Tom was co-head of Strategist Model Portfolios at Goldman Sachs Asset Management. He also held positions at S&P Investment Advisory Services, MFS Investment Management, NATIXIS Global Asset Management, and Rydex SGI Investment Management. Tom holds a Bachelor’s degree from Northeastern University and an MBA from Babson College Franklin W. Olin Graduate School of Business.