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2014 FIASI Hall of Fame Memory Book

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2014 FIASI Hall of Fame Memory Book - Page Text Content

S: FIASI 19th Annual Hall of Fame

1: In 1995, the Fixed Income Analysts Society established a Hall of Fame to recognize the lifetime achievements of outstanding practitioners in the advancement of the analysis of fixed-income securities and portfolios. Inductees will have made major contributions to the advancement of fixed-income analysis and portfolio management. These contributions may be academic, business-related or FIASI-related. The Board of Directors determines the annual inductees. Martin L. Leibowitz, PhD was selected as the first inductee for his work facilitating the development of mortgage- backed securities, fixed-income indices, zero coupon bonds, portfolio dedication and immunization and bond portfolio measurement tools. Over the past 19 years, 44 members have joined the FIASI Hall of Fame. | FIASI HALL OF FAME | 2001 Edward Altman Lewis Ranieri Eunice Reich-Berman 2000 Martin Fridson Daniel Fuss Harold Goldberg 1999 Richard Wilson 1998 Russell H. Fraser Wayne Lyski 1997 Sidney Homer Andrew Kalotay Henry Kaufman 1996 Fischer Black William Gross 1995 Martin Leibowitz | 2007 Margaret Cannella Kenneth Leech Robert Merton 2006 Angelo R. Mozilo 2005 Laurence D. Fink 2004 Patricia Cook Robert Jarrow Dexter Senft 2003 Jack Malvey Leo O'Neill 2002 Frank Fabozzi Abner Goldstine Oldrich Vasicek) | 2014 Curtis Arledge Joyce Chang Harry Markowitz 2013 James Grant Rick Rieder 2012 Bob Auwaerter Lim Chow Kiat Glenn Reynolds 2011 Mohamed El-Erian John Finnerty 2010 Robert Levine Bob Litterman Kitty Yoh 2009 Keith Anderson Laurie Goodman John C. Hull

3: Harry Markowitz, has applied computer and mathematical techniques to various practical decision making areas. In finance: in an article in 1952 and a book in 1959 he presented what is now referred to as MPT, “modern portfolio theory.” This has become a standard topic in college courses and texts on investments, and is widely used by institutional investors and financial advisors for asset allocation, risk control and attribution analysis. In other areas: Dr. Markowitz developed “sparse matrix” techniques for solving very large mathematical optimization problems. These techniques are now standard in production software for optimization programs. Dr. Markowitz also designed and supervised the development of the SIMSCRIPT programming language. SIMSCRIPT has been widely used for programming computer simulations of systems like factories, transportation systems and communication networks. In 1989 Dr. Markowitz received The John von Neumann Award from the Operations Research Society of America for his work in portfolio theory, sparse matrix techniques and SIMSCRIPT. In 1990 he shared The Nobel Prize in Economics for his work on portfolio theory. Dr. Markowitz is the principal of Harry Markowitz Company. He is also an adjunct professor at the Rady School of Management, UCSD. | FIASI Welcomes Harry Markowitz to the Fixed Income Hall of Fame | Pictured with Dr. Markowitz: FIASI President Ralph DeCesare, Dr. Markowitz's Granddaughter, Melody Vogelmann and FIASI's First Hall of Fame award winner, Martin Leibowitz

4: Joyce Chang is Global Head of Research and a member of the management committee for J.P. Morgan's Corporate & Investment Bank. J.P. Morgan's award-winning Global Research provides clients with informed views and actionable ideas on economic indicators, markets and companies around the world. The firm's research provide macro and strategic analysis covers all asset classes, including equities, fixed income, rates, foreign exchange, emerging markets and indices. J.P. Morgan's 950 research strategists and economists are located in 26 countries, covering more than 4,500 corporations and banks worldwide. J.P. Morgan holds top industry research rankings from Institutional Investor, Euromoney, Bloomberg, Reuters and Greenwich Associates. J.P. Morgan has ranked #1 for U.S. equity and fixed income research and European fixed income research for the past four consecutive years in Institutional Investor's research surveys. Joyce has held top individual rankings in industry surveys, including Institutional Investor, for Emerging Markets sovereign and strategy research since the mid-1990s. | FIASI welcomes Joyce Chang to the Fixed Income Hall of Fame

5: Prior to joining JPMorgan in 1999, Joyce was a Managing Director at Merrill Lynch and Salomon Brothers, where she worked for a decade specializing in Emerging Markets fixed income research. Before working on Wall Street, Joyce worked for the U.S. Agency for International Development in the Philippines, Jordan and India. She is a member of the Council on Foreign Relations and the Inter-American Dialogue and serves on the Board of Directors of Trickle Up and Girls Inc. She is also on the steering committee of J.P. Morgan's Investment Bank Women's Network, focusing on Technical Skills development. She has been named as one of Top 25 Most Powerful Women in Finance by American Banker for the past two consecutive years and recognized by the Wall Street Journal (Top 50 Women to Watch), Newsweek (Women Leading the Way) , Crain's Business New York (40 Under 40), the Asian American Business Development Council (Outstanding 50 Asian Americans in Business) and the Women's Bond Club (Annual Merit Award). In 2014, she received Columbia College's John Jay Award for distinguished professional achievement. She received her Bachelor's of Arts from Columbia University and Master of Public Affairs from the Woodrow Wilson School at Princeton University. | Pictured with Ms. Chang: FIASI President Ralph DeCesare and her family Isabel and David Robbins

6: Curtis Arledge is Vice Chairman of BNY Mellon and Chief Executive Officer of Investment Management, which includes the company's asset management and wealth management businesses. Additionally, Curtis is a member of BNY Mellon's Executive Committee, which is the senior-most governing body of the corporation. Prior to joining BNY Mellon in November 2010, Curtis was the chief investment officer for fundamental fixed income portfolios at BlackRock, Inc. He joined BlackRock from Wachovia Corporation, where he was the global head of the fixed income division within the bank's corporate and investment banking group. He spent 12 years of his career at Wachovia, and had oversight for various business lines in the U.S., Europe and Asia, including leveraged finance, investment grade, global rates, structured products, corporate loan and commercial real estate portfolios, and financial institutions investment banking. From 1993 to 1996, Curtis was a founding member of Mariner Investment Group, specializing in fixed income arbitrage trading. From 1988 to 1993, he was a fixed income portfolio manager at BlackRock. A graduate of Princeton University, Curtis began his career as an analyst with Salomon Brothers in 1987. Curtis is a member of the U.S. Treasury Department's Treasury Borrowing Advisory Committee. He also serves as a director of Autism Speaks, the largest autism science and advocacy organization in the U.S. | FIASI Welcomes Curtis Arledge to the Fixed Income Hall of Fame

7: BNY Mellon Asset Management is a leading global asset manager and in the top 10 in the U.S., with $1.6 trillion in assets under management. It is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. Each investment management firm has its own proprietary investment processes, and focused investment approaches for specific markets and/or asset classes. Collectively, BNY Mellon Asset Management's boutiques represent a great breadth and depth of expertise in virtually every major asset class and sector. BNY Mellon Wealth Management, which ranks among the top 10 U.S. wealth managers with total client assets of more than $185 billion, provides wealth planning, investment management and banking services to individuals and families, family offices, and charitable gift programs through offices in 18 states and four countries. BNY Mellon is the corporate brand of The Bank of New York Mellon. | Pictured with Mr. Arledge: FIASI President Ralph DeCesare, and family members: Taylor, Diane, AJ and Ava Arledge and BNY Mellon Chairman/CEO Gerald Hassell.

8: Ralph DeCesare, FIASI President

9: Hall of Fame inductees enjoying the evening with colleagues

11: The Fixed Income Analysts Society (FIASI), founded in 1975, is a not-for-profit professional society dedicated to the education of its membership and the fixed income community at large. FIASI serves its members by sponsoring programs and workshops covering topics of current interest and presented by distinguished industry leaders. FIASI also sponsors an annual Hall of Fame ceremony to recognize lifetime achievements of outstanding practitioners in the advancement of fixed income security and portfolio analysis. The Fixed Income Analysts Society is comprised of fixed income professionals who value the opportunity to learn, network and discuss important fixed income topics with colleagues across the industry. We draw from all disciplines – buy side, sell side, intermediaries, quants and academics – and all sectors – credit, rates, economics, securitized products, foreign exchange, emerging markets, municipal finance and commodities. Seasoned professionals as well as those new to the industry will reap the benefits of FIASI membership. Seasoned professionals participate in FIASI Events to maintain professional skills and relationships. Our broad range of events provide time-efficient forums to broaden one's market acumen, particularly related to current or evolving topics of interest. We also provide a balance of perspectives, spanning from academia to regulators, elected officials and market practitioners. OUr panel discussions provide disparate views and generate vigorous debate. Managers also find FIASI sessions useful for recruitment and analysis verification purposes. Those new to the industry will also reap multiple benefits of FIASI membership. Access to many of the industry's thought leaders and numerous hiring managers can be invaluable at the outset of one's career. Ongoing mentoring and career advice is also available to all members. Volunteer opportunities can further enhance young professionals' understanding of the business community and deepen their relationship with fixed income veterans. | About FIASI

12: When the professor speaks ... Everyone listens!

13: Dr. Harry Markowitz, Ralph DeCesare and Martin Leibowitz

14: Platinum Sponsor: JP Morgan

15: Joyce Chang and Guests

16: Platinum Sponsor: BNY Mellon

17: Curtis Arledge and his guests

18: Platinum Sponsor: Morgan Stanley

19: Platinum Sponsor: Nomura Securities International, Inc.

20: Platinum Sponsor: BNP Paribas

21: Platinum Sponsor: HSBC

22: Platinum Sponsor: Covenant Review

23: Platinum Sponsor: Goldman Sachs

24: Platinum Sponsor: Société Générale Corporate & Investment Banking

25: Platinum Sponsor: Citi

26: Gold Sponsor: Credit Suisse

27: Gold Sponsor: Grant's Interest Rate Observer

28: Gold Sponsor: Bank of America Merrill Lynch

29: Gold Sponsor: Fitch Ratings

30: Gold Sponsor: CreditSights

31: Gold Sponsor: UBS

32: Gold Sponsor: JP Morgan

33: Gold Sponsor: Moody's

34: FIASI Members

35: FIASI Board Members & Guests

36: FIASI Members

52: Autism Speaks -- supported charity of Curtis Arledge

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  • Title: 2014 FIASI Hall of Fame Memory Book
  • 2014 FIASI Hall Of Fame Memory Book
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  • Published: over 4 years ago