Advisory Board

Advisory Board

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Arnab Nilim

Head of Currency

Arnab Nilim is the head of Currency at Goldman Sachs Asset Management. His team is responsible for currency portfolio management, trading and research for developed and emerging-market currencies.

Prior to joining the firm, Arnab worked at AllianceBernstein over seven years as the Lead Currency Portfolio Manager. Prior to that, he worked in the emerging markets trading division at Citigroup for seven years, where he traded and developed quantitative trading models for nonlinear portfolios composed of currency forwards and derivatives.

Arnab holds a BSc in engineering from the Bangladesh University of Engineering and Technology, and an MS and PhD in Electrical Engineering and Computer Sciences from the University of California, Berkeley, where he received the prestigious Leon O. Chua Award in 2004 for outstanding achievement in an area of nonlinear science.

 

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Roosevelt Bowman

Head of FX Strategy

Roosevelt Bowman is responsible for foreign exchange (FX) trading and strategy at MetLife Investment Management. In this role, he oversees currency risk across various business lines using derivative strategies. Bowman also forecasts FX rates to guide corporate investment decisions, and he provides macroeconomic analysis to support the firm’s cross-asset research for institutional clients.

Prior to joining MetLife, Bowman was responsible for developing global fixed income and FX strategies for institutional clients at U.S. Bank Wealth Management. He also provided econometric research to support capital markets forecasting and asset allocation. Roosevelt has almost 20 years of investment management and monetary policy experience.

Prior to joining U.S. Bank in 2012, Roosevelt was an associate at the Federal Reserve Bank of New York, where he helped shape monetary policy by providing fixed income, foreign exchange and macroeconomic research to senior Federal Reserve officials. Before U.S. Bank, Bowman was the lead global bond trader for Lehman Brothers Asset Management.

He holds a bachelor’s degree from Williams College and a master’s degree from the Stern School of Business at New York University. Passionate about his community and alma maters, Roosevelt is an active participant in New Jersey Cares and contributes to recruiting and mentoring efforts for his former high school and college.

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Rebecca Patterson

Chief Investment Officer

Rebecca Patterson is Chief Investment Officer at Bessemer Trust, managing more than $70 billion worth of high-net-worth family assets and serving as a member of the firm's management committee. Prior to joining Bessemer, Rebecca worked at J.P. Morgan, as Chief Markets Strategist for Asset Management, as Global Head of Foreign Exchange and Commodities for the Private Bank, and as an Investment Banking Research Analyst, based in New York, London and Singapore where she helped central banks and sovereign wealth funds, other institutional clients and high-net-worth families. Prior to J.P. Morgan, she was a journalist in the U.S. and Europe covering financial markets and politics.

She is a member of the Council on Foreign Relations, the New York Federal Reserve's Investor Advisory Committee, the Economic Club of New York, and chairs the University of Florida Investment Corporation's Advisory Board. She is also a board member of Global Kids and a member of the Economic Leadership Council of the Peterson Institute. Additionally, Rebecca is a regular CNBC contributor and is widely quoted in the financial press. American Banker has named Rebecca one of "The 25 Most Powerful Women in Finance" for the past five consecutive years. Rebecca earned an M.B.A. from New York University, an M.A. in international economics from The Johns Hopkins University School of Advanced International Studies, and a B.S. in journalism from the University of Florida. Rebecca lives in New York City with her husband and two daughters.

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Alessio de Longis

Vice President, Portfolio Manager and Macro Strategist

Alessio de Longis, CFA, is a Portfolio Manager for the Global Multi-Asset Group (GMAG) at OppenheimerFunds. Alessio leads GMAG's macro strategy focusing on business cycle dynamics, global macro regimes, and their impact on asset class risks and returns.

In addition, Alessio manages and oversees active currency strategies in GMAG's funds. Between 2004 and 2013, Alessio was a member of the Global Debt team where he served as Portfolio Manager and Quantitative FX Strategist.


Alessio holds a B.A. in economics and financial markets from University of Rome Tor Vergata and an MSc in financial economics and econometrics from University of Essex. Additionally, he is a CFA® charter holder.

Erik Lehtis

Head of FX

Erik's trading career has spanned 30+ years in the foreign exchange market, at a range of banks and proprietary trading firms, across a spectrum of technological change.  From the early days of voice broker and telephone execution in the interbank market to the modern world of sub-microsecond automated market-making, API and algorithmic order execution and risk management, he has faced the many challenges on the bleeding edge of FX.

He began his career at Crocker National Bank in San Francisco as a spot FX dealer, and after 17 years at a variety of banks in NY and Chicago, he left the banking world for the proprietary trading space, holding a succession of positions at DRW Trading, Allston Trading and Wolverine Trading, before a 4-year period consulting into the institutional FX space.

He is currently head of FX at Quadeye Securities, a quantitative trading firm, where he focuses on liquidity and risk management issues while leading a project to build a proprietary trading platform.

Erik attended the Georgetown University Schools of Foreign Service and Business Administration before receiving a BS In Economics at the University of San Francisco, and an MSc in Computer Science from the University of Chicago.

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Arnab Das

Global Market Strategist

Arnab Das is Global Market Strategist at Invesco in the EMEA region, based in London, and a member of Invesco’s Global Thought Leadership team. He helps develop and communicate analysis and insight on the global economy and financial markets across asset classes for clients, media, governments and central banks.

He works with Invesco’s investment teams across disciplines and regions and is a member of Invesco’s Global Investor Forum Advisory Council with a focus on global macro and emerging markets. Arnab’s research interests span economic policy, performance and reform; and economic and financial history.

Arnab joined Invesco in 2015 as Head of EM macro research for Invesco Fixed Income. He began his career in finance in 1992, and has served as Co-head of Economic Research & Strategy at Roubini Global Economics; Co-head of Global Economics & Strategy, Head of Global FX Research, and Head of EM Economics & Strategy at Dresdner Kleinwort; and Head of EEMEA Research at JP Morgan. He has also been a private consultant in global and emerging markets, as well as consulting with Trusted Sources, a specialist EM research boutique.

Arnab’s studies were in macroeconomics, economic history and international political economy. He received an AB from Princeton University in 1986 and completed his postgraduate and doctoral work at the London School of Economics in 1987-1992.

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Holly Huffman MacDonald

Chief Investment Strategist

Holly Huffman MacDonald is Chief Investment Strategist at Bessemer Trust. She is responsible for performing in-depth macroeconomic research and financial market analysis, as well as asset allocation and strategy recommendations to help optimize client portfolios. She is also a co-portfolio manager of the Large Cap Strategies and Small & Mid Cap Strategies mandates.

Prior to joining Bessemer, Holly worked in various functions in the Fixed Income and Currencies groups at J.P. Morgan, most recently as Managing Director in the Emerging Markets and Global Currency Strategy groups.

She serves on the Board of Directors of Agora Partnerships and is a co-founder of the New York Chapter of Room to Read. In 2010, Holly was recognized as a "Rising Star" by the Women's Bond Club.

Holly earned an M.B.A., with honors, from Columbia University and a B.A. in philosophy, magna cum laude, from Princeton University, from which she also earned minor equivalents in finance and in Spanish language and culture.

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Michael O'Brien

Vice President, Director of Global Trading

Michael O'Brien, Vice President, Director of Global Trading, EATON VANCE

Michael O'Brien is a Vice President of Eaton Vance Management and Director of Global Trading, overseeing a team responsible for best execution of all trades for the Global Fixed Income department as well as other foreign exchange spot and hedging trades for other Eaton Vance investment teams.

In addition, he is responsible for trading-related research and broker-dealer relationships for the Global Fixed Income department.

Prior to joining Eaton Vance in 2005, Michael was affiliated with Wellington Management Company for two years and spent three years at Brown Brothers Harriman.


Michael earned a B.A. in economics and Spanish from the Colby College and an M.S. in finance from the Carroll School of Management at Boston College. He is a CFA charter holder and a member of the Boston Security Analysts Society.

 

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Anne Mathias

Senior Strategist – Global Macro, Rates & Foreign Exchange

Anne N. Mathias is the Rates & FX Strategist in the Vanguard Fixed Income Group, with a focus on global macro, interest rates, and foreign currency.  She is a member of the 6-person investment committee (the “Hub”) for the active taxable fixed income funds.  She is responsible for analyzing interest rates, currency valuations, economic developments, and political risks and making longer-term strategic investments in sovereign bonds and related securities across Vanguard’s active fixed income funds.

Before joining Vanguard in 2017, Ms. Mathias was the senior macro strategist for Guggenheim Partners Investment Management in Los Angeles, working alongside the firm’s Chief Investment Officer. She also spent an earlier part of her career on the sell side as research director and corporate tax policy analyst for an Institutional Investor ranked Washington Research team.   Ms. Mathias spent the first part of her career in emerging markets private equity investing and emerging markets management consulting.

Ms. Mathias earned a B.A. from the University of Maryland and an M.S. in international affairs from Georgetown University's School of Foreign Service. She is a CFA® charter holder and a member of the CFA Society of Philadelphia and the CFA Institute.