Jordan is managing director and head of ETF product development with Nuveen. He is responsible for developing and bringing Nuveen ETFs to market, as well as overseeing the ongoing management of those ETFs.

Prior to joining the firm in 2016, Jordan was director of ETF product development for Guggenheim Investments, where he was responsible for overseeing the development and launch of ETFs within the equity, passive fixed income, active fixed income, and currency asset classes. He was also a senior vice president of institutional business development for DirexionShares. At Direxion, his efforts were focused on product implementation within the institutional and tactical client segments as well as the promotion of ETF education and strategy throughout the industry. He had additional responsibilities interacting with various capital markets desks to ensure a smooth trading environment for DirexionShares ETFs. Prior to DirexionShares, Jordan held various ETF business development roles at Northern Trust and Rydex Investments.

Jordan graduated with a B.A. from the University of Michigan and an M.B.A. from Northwestern’s Kellogg School of Management with focuses on Analytical Consulting, Management Strategy and Finance.

 

Drew joined LGIM in December 2011 and relocated to LGIMA in 2014. Prior to joining LGIM, Drew worked at Knight Capital where he held the title of Director of Global Program Trading. Prior to that, he was the head of international trading at Liquidnet, where he helped build the electronic trade offering of the global crossing network. 

Drew started his career in 2000, when he worked in numerous trading capacities in algorithmic and program trading at US broker/dealer Jefferies. He holds a BS Behavioral Science from Drew University.

 

 

Leo Harmon is a managing director in Mesirow Financial’s Equity Management group. He serves as director of research and co-portfolio manager for small cap value and small-mid cap value strategies and provides coverage for bank-related companies within the financial services.

Leo has more than 23 years of investment management experience as a portfolio manager and research analyst covering a variety of industries with both larger and smaller market capitalizations and has a particular expertise in financial services. Prior to joining Mesirow Financial in 2016, he was a managing director, director of research and portfolio manager for Fiduciary Management Associates, LLC, which was acquired by Mesirow Financial. Before that, Leo was a portfolio manager at Allstate Insurance, Allstate Investments LLC.
Leo is a CFA® charterholder and a member of the CFA Institute, the National Association of Securities Professionals and the Economics Club of Chicago. He is also a member of the CFA Society of Chicago, where he was appointed to the board of directors and served as Chairman. In addition, he served as Chairman on the External Investment Committee for the Office of the Illinois State Treasurer. In addition, he facilitates the firm’s curriculum in the Big Shoulders Fund’s “Stock Market Program” which provides education on the concepts of investing to eighth grade students in the neediest areas of inner-city Chicago. He holds the Chartered Alternative Investment Analyst designation (CAIA).

Leo earned a BS in finance from Bradley University and an MBA with a concentration in finance from the Fuqua School of Business at Duke University.

 

Jake Barnett is an Institutional Consultant and Financial Advisor at Graystone Consulting’s Stephans Van Liew & Oiler Group. Jake plays an active role in the Group’s manager due diligence and investment research efforts, with a particular focus on the rapidly evolving Impact Investing category. Drawing from his past experience working in the public affairs and non-profit sector both domestically and abroad, Jake brings a unique perspective to help clients align their investment programs to reflect their values and drive greater impact. 

Throughout his career, Jake has explored the connection between business and positive impact through numerous initiatives in the St. Louis and broader Midwest region, working with municipalities and corporations to incorporate environmental sustainability best-practices into their operations. Prior to joining Morgan Stanley, Jake was a Fellow with the FOCUS St. Louis Coro Program in Public Affairs within their experiential leadership training program. He also worked in fundraising and as a grant writer for ACCION Chicago. 

Over the past several years, Jake has played an instrumental role in the launch of the Catholic Impact Investing Initiative and currently serves on the Steering Committee for the organization. He has also served as a moderator for the St. Louis Impact Investing Discussion Series hosted in conjunction with Washington University. Jake is a regularly requested speaker for groups interested in learning more about values aligned investing. He is active in supporting environmental non-profits in both regions, including as a past Board Member and Treasurer for St. Louis Earth Day, and is broadly involved in community conversations about impact investment. Jake is a member of ICCR’s (Interfaith Center on Corporate Responsibility) Climate Leadership Group.

Jake graduated Magna Cum Laude from Ohio Wesleyan University with a triple major in Economics, International Relations, and Political Science. He also holds the Certified Investment Management Analyst (CIMA®) designation awarded by the Investments and Wealth Institute in conjunction with the Yale School of Management.

 

 

 

Hugh is the Manager of Refinitiv’s Investment Management business for North & South America. He began his education with a degree in Environmental Science before pursuing an MBA with a specialization in International Finance, and earning the CFA designation. Outside of Refinitiv Hugh is a regular contributor to the Globe & Mail (Canada’s national newspaper) and is also a Director on the board of the Responsible Investment Association.

Moderator