David has committed his entire career to developing quantitative solutions for the advisory community, with a heavy focus on asset allocation and risk management across liquid and illiquid asset classes. He began his finance career at a $5 billion multi-family office where he developed cutting-edge asset allocation, portfolio management, and risk management systems for managing private and institutional wealth. David then pivoted to developing short- and intermediate-term investment strategies that help improve both return and risk characteristics of a strategic asset allocation. David is most recently the founder and inventor of Portfolio Designer, a cloud-based asset allocation platform helping advisors build customized portfolios with cutting-edge behavioral and statistical techniques.
David has a PhD in Physics from the Massachusetts Institute of Technology in the field of Quantum Computation and is the author of "Modern Asset Allocation for Wealth Management” published by Wiley. He currently lives in Los Angeles with his wife Carolee and son Henry.
Paul has spent the bulk of his career as a key innovator and architect in the ETF industry. Previously, as head of ETF strategy and portfolio manager at Principal Global Investors, Paul launched and built Principal's $3+ billion ETF business from the ground up, leading ETF product development, capital markets, and distribution and marketing strategy. As senior vice president and ETF product manager at PIMCO, Paul helped launch and establish PIMCO's $20+ billion ETF platform of fixed income ETFs, including MINT, BOND, ZROZ and HYS. Paul has prior experiences in the digital marketing, investment banking, and private equity industries. Paul is a frequent contributor to ETF industry panels as well as financial media including Bloomberg, Wall Street Journal, and Financial Times.
Paul has an MBA from the Wharton School of the University of Pennsylvania, a bachelor's degree in Economics from Dartmouth College, and is a CFA charterholder. Paul and his wife, Cathy, are the proud parents of three young daughters and are active volunteers in their children's school communities.
Michael Taylor is a Portfolio Manager and Managing Director of CriticalMass Partners LLC (2011-2019), specializing in Healthcare Investing. For the past two decades, he managed hedged and factor neutral-portfolios with a gross amount over $1billion at funds including Millennium, Citadel and Diamondback Capital. Michael is regarded to have built and run one of the best-performing Healthcare funds on Wall Street. He began his investment career at Oppenheimer Funds as the Head of Healthcare. He has overseen the day to day operations, portfolio selection/trades and research staff. Previous to Portfolio Management, Michael worked as a Scientist during the 1990's developing predominantly Viral-vector based Gene Therapeutic Drugs for the Bio/Pharma industry. Michael holds advanced degrees in Science and Business from the Johns Hopkins University and the William E. Simon School of Business.
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