Investing in Innovation for the New Economy
Technological innovation is at an inflection point and may present opportunities not currently well represented in traditional exposures. Advances in areas like clean energy, intelligent infrastructure, cybersecurity, autonomous vehicles and space exploration are transforming industries and creating new ones. Are you missing out?
Join us for a discussion on how to put the exponential growth of these disruptive and innovative firms to work in your portfolio, featuring John van Moyland, Global Head of S&P Kensho Indices and Matt Bartolini, Head of SPDR® Americas Research, hosted by Allison Bonds, Head of Private Wealth Management, State Street Global Advisors SPDR ETF.
Topics will include:
- How disruptive innovation is reshaping our society
- An overview of how the Kensho’s New Economies methodology leverages artificial intelligence to capture the next phase of global innovation
- Strategies for incorporating cutting-edge innovation into portfolios
John van Moyland
Managing Director, Global Head of S&P Kensho Indices
S&P Dow Jones Indices
John van Moyland is Managing Director and Global Head of the S&P Kensho Indices at S&P Dow Jones Indices (S&P DJI), having formerly run the Financial Products division of Kensho Technologies, which was acquired by S&P Global in April 2018. He leads a team of quants and data scientists who leverage advanced analytics, machine learning, and NLP techniques to create truly differentiated custom baskets and indices, including the flagship S&P Kensho New Economy Indices.
Prior to his role at Kensho, John held senior technology, quantitative, and business transformation roles at a number of blue-chip financial institutions on both the buy and sell sides. As Head of Technology, Asia at Barclays Global Investors (subsequently Blackrock), he was responsible for all data and information technology activities supporting the USD 300 billion regional businesses. He also held a variety of senior roles at Morgan Stanley (New York & London), Fidelity International (London), and Mizuho International (London & Tokyo).
John read Law at the University of London and Information Technology at the American International University. He is also a keen rock climber and organic farmer when not contemplating the Fourth Industrial Revolution and ramifications thereof.
Matthew Bartolini, CFA
Head of SPDR Americas Research
State Street Global Advisors SPDR ETF
Matthew is the Head of SPDR Americas Research at State Street Global Advisors. He manages a team responsible for the product research and analysis of SPDR ETFs, and the development of market outlooks, investment themes, and portfolio implementation ideas to help clients understand the market landscape and achieve their desired investment outcomes.
Matthew graduated from Northeastern University with a BS in Economics and earned his MBA at Northeastern with concentrations in Investment Analytics and Corporate Finance. He has earned the Chartered Financial Analysts designation and is a member of the CFA Institute and the Boston Security Analysts Society. He also holds the FINRA Series 7 and 63 licenses.
Allison Bonds, CIMA, CPWA
Head of Private Wealth Management
State Street Global Advisors SPDR ETF
Allison Bonds is a Managing Director of State Street Global Advisors and Head of the Private Wealth Management Channel for the US SPDR ETF business. In this role, Allison is responsible for defining and leading the SPDR ETF distribution strategy, including management of the sales and national accounts teams, across the wirehouse, regional broker-dealer and private bank channels. She is a member of the US SPDR Senior Leadership Team and the State Street Global Advisors Senior Leadership Team.
Allison is a graduate of Cornell University, where she received a BS in marketing. She is a member of the Investment Management Consultants Association and maintains the Certified Investment Management Analyst (CIMA) designation from The Wharton School, University of Pennsylvania. She also holds the Certified Private Wealth Advisor (CPWA) designation from The Booth School of Business, University of Chicago. She maintains her FINRA series 7, 66, 9, 10, and 24 licenses.