LIVE Webinar: How Morgan Stanley and Aon select managers

Using factors in manager due diligence

Don’t miss this incredible opportunity where Morgan Stanley Wealth Management’s Michael Jabara, Co-Head of Global Investment Manager Analysis and Aon’s Chris Riley, Partner, Head of Global Equity Manager Research discuss trends in factor investing, their manager due diligence process and what it takes to get approved by their firms.

Please join us! Asset allocators can learn how their peers leverage factors in the manager research and selection process. Asset managers can learn how to differentiate themselves to compete effectively and win new mandates.

Speakers:

Michael Jabara, Managing Director at Morgan Stanley Wealth Management, is co-head of Global Investment Manager Analysis (GIMA), which provides manager analysis and due diligence on mutual funds, separately managed accounts, exchange-traded funds (ETFs), and alternative investment strategies. Additionally, he is head of the ETF and closed-end fund (CEF) Research team. The team is responsible for rating CEFs and provides research commentary on the ETF industry and coverage on equity, bond, and alternative strategies. Michael’s research is cited in financial publications, has won numerous industry awards, and he frequently participates in industry conferences.

Michael began his professional career at Prudential Securities in ETF and CEF Research in 2002, joined Citigroup in 2005, and then transitioned to Morgan Stanley Wealth Management in 2010.

Michael graduated from Villanova University in Villanova, PA, with a major in Finance and minor in Accounting.



Chris Riley leads the firm’s equity research team within the Global Investment Management group, coordinating and overseeing the efforts of a team of researchers globally. Additionally, he is responsible for the oversight and implementation of the active and passive equity funds, currently totaling seven offerings, within their delegated platform.

Brent Burns joined Investment Metrics in April 2019 as Chief Executive Officer.

Brent has over 30 years of experience in financial services and enterprise software. Most recently, Brent was the Chief Operating Officer of PowerPlan, Inc. which was recently acquired by Roper Technologies. During his time at PowerPlan, Brent was responsible for the organization’s ongoing operations and business efficiency including global sales, marketing, professional services, and customer success. Prior, Brent has held senior positions at PROS, Hewlett-Packard Company, and Exstream Software.

Brent attended the University of Alabama where he received a B.S. in Corporate Finance and Investment Management.


Damian Handzy is the Head of Research & Applied Analytics at Style Analytics. He has 24 years’ experience in FinTech analytics, having worked with hundreds of Wall Street’s most successful investment managers in risk management, performance attribution and factor analysis. He joined Style Analytics in August 2019 to help bring their innovative and unique style factor approach to a wider market. Prior to joining Style Analytics, Damian co-founded Investor Analytics in 1999 as Wall Street’s first cloud-based multi-asset class risk service provider and served as Chairman and CEO until he sold that company to StatPro in 2016 to become their Global Head of Risk.

Damian received his undergraduate degree from the University of Pennsylvania and his doctorate in nuclear astrophysics while working on Correlation Functions at the National Superconducting Cyclotron Laboratory at MSU.

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