Featured speakers

Eric Balchunas is an analyst at Bloomberg Intelligence focused on exchange-traded funds.

Mr. Biegeleisen is a member of the investment committee. He served with Steve Cucchiaro on the investment committees for both Windward and Windhaven Investment Management, Inc. His research effort is focused on discovering and exploring the interconnectedness of the global capital markets through quantitative and qualitative analyses, including utilizing machine learning algorithms. He is experienced in investment modeling, implementing efficient trading practices and has significant ETF industry experience. Prior to joining 3EDGE, Mr. Biegeleisen was the Director of Quantitative Research and Portfolio Manager at Beaumont Capital Management. He was the Chief Investment Officer and Portfolio Manager of Broadmeadow Capital, LLC an investment firm which he co-founded in 2014. Prior to this, he worked for Windhaven Investment Management as a Senior Investment Analyst and then Director of Research, leading the firm’s quantitative modeling, product due diligence and portfolio structuring. Before joining the investment industry, Mr. Biegeleisen was an engineer for General Dynamics and Textron, working to develop next-generation communications and defense solutions. Mr. Biegeleisen has a BS in electrical engineering from Trinity College in Hartford, CT, an MS in electrical engineering from the University of Southern California, and an MBA from Boston University’s Questrom School of Business. He became a CFA® charterholder in 2011 and is an active member of the CFA Society Boston.

Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Kiplinger and MarketWatch, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money for scholarships for girls.

John Davi has over 25 years of experience spanning across Macro ETF Strategy, Quantitative Research & Portfolio Construction. Before starting Astoria, he was the head of Morgan Stanley’s Institutional ETF Content and advised many of the world’s largest hedge funds and asset managers on ETF portfolio construction. John published hundreds of reports in his research career across a variety of topics from ETFs, indices, futures, and structured products. John’s research has been recognized and featured in ETF.com, ETFTrends.com, Institutional Investor Magazine and he is a regular contributor to CNBC, Bloomberg, and other media outlets.

Nate is President of NovaDius Wealth Management, an ETF-focused registered investment advisor providing comprehensive wealth management. He also hosts the weekly podcasts “ETF Prime” and “Crypto Prime”, is Co-Founder of The ETF Institute, and offers ETF perspectives at The ETF Educator blog. Nate regularly contributes to major financial media outlets including Bloomberg, CNBC, Financial Times, The Wall Street Journal, and Barron’s.

Elisabeth Kashner, CFA, serves as Director of Global Funds Research at FactSet. Elisabeth manages FactSet’s Funds Analytics, providing classifications, ratings, and analytical data. Elisabeth’s though leadership covers industry microstructure and investor behavior. Elisabeth holds a BA from Brown University and a Masters in Financial Analysis from the University of San Francisco. Elisabeth is proud of her work with Women in ETFs, where she currently serves as a board member and as US co-secretary, and previously served as the founding co-head of the Speakers’ Bureau and San Francisco chapter.

Jennifer Morgan is a sales, presentation and technology coach, facilitator, author and keynote speaker. She is an award-winning international coach, mentor and partner who assists with up-skilling clients for real time results, over 45,000 to date. CEO & Founder of Connective Communication, LLC with 15 years working internationally in finance based in New York City. Training and coaching extend to 16+ countries. Most recently Jennifer spent 10 years at JPMorgan Asset & Wealth Management as a Sales Coach, and Global Head of Asset Management technology training, partnering to assist revenue generators with closing deals into billions of USD. Previously at Citigroup in the COO office and prior streamlined projects for measurable results at Credit Suisse. Jennifer brings a fresh perspective to every interaction and believes each communication is to be treated as the first connection. Jennifer flexes her styles based on audience need and is embarking on a new chapter into coaching full time with a mission to aid seasoned experts to those newly entering the workforce. She has measured results which incorporate neuroscience and research. She is a Certified Coach in Executive & Leadership from Columbia University, an International Coaching Federation (ICF) Associate Coaching Certificate (ACC) and holds a BA from Western Washington University in Communication, Public Relations. She has been fortunate to work with TEDx, coaching speakers to elevate their idea.