Jack Ablin, CFA
CIO, Founding Partner
Jack Ablin, CFA, is chief investment officer and founding partner of Cresset Capital, where he leads the firm’s investment strategy and provides investment policy and philosophy guidelines to the firm’s adviser teams and clients. He has three decades of experience in money management. Previously, Mr. Ablin served as the chief investment officer at BMO Harris Bank. He has also served as a professor of finance at the Boston University Graduate School of Management and worked as a money and markets correspondent for the NBC affiliate in Jacksonville, Florida. Mr. Ablin is the author of Reading Minds and Markets: Minimizing Risk and Maximizing Returns in a Volatile Global Marketplace. He is a frequent contributor to CNBC, Bloomberg, the Wall Street Journal, and Barron’s. Mr. Ablin was named multiple times as one of the top 100 Wealth Advisors in North America by CityWealth Magazine. He earned an AB degree in mathematics and computer science from Vassar College, where he graduated with honors. Mr. Ablin received an MBA with honors from Boston University.
Nicholas J. Colas
Nicholas J. Colas is co-founder of Datatrek Research. He has more than 30 years of experience on Wall Street in equity research, money management, and investment banking. Previously, Mr. Colas was director of research and chief market strategist for Rochdale Securities and Convergex Group, where he authored the firm’s Morning Markets Briefing. He has also served as an analyst and portfolio manager at SAC Capital. In addition, Mr. Colas was the senior equity auto analyst at First Boston. In this role, he advised clients on investments in the sector and was active in a range of equity offerings and merger and acquisition assignments—including several equity underwritings for Chrysler, as well as its eventual sale to Daimler Benz, along with IPOs in the auto parts, rental car, and Chinese auto industry sectors. Mr. Colas is regularly on CNBC, Bloomberg Television, and Bloomberg Radio. He received an undergraduate degree from Haverford College, majoring in Near Eastern archaeology, and an MBA from the University of Chicago.
Head of Research Strategy & Operations
Meredith Sumpter is head of research strategy and operations at Eurasia Group, where she leads research management and strategy and carries out advisory work. She has held senior positions in the private and public sectors and has nearly 20 years of experience in policy, analysis, business, and management. Ms. Sumpter is a strategic thinker and thought leader who regularly meets with senior officials and executives and often speaks at conferences and to the media. She advises industry leaders and investors on politics and commercial strategy, and her experience spans multiple regions and sectors. Previously, Ms. Sumpter led strategic advisory for Fortune 500 clients across Asia and served as a diplomat, including in Beijing, where she advised two US ambassadors and analyzed politics, economics, and security issues for the policy community. She has held advisory positions in policy and global think tanks and in the US Senate. Ms. Sumpter started her career working among business executives and engineers at a Fortune 100 multinational company, where she worked to expand the firm’s product base worldwide. She is an honors graduate of both the London School of Economics and Political Science and the University of Washington.
Content Director, Professional Learning Team
Lauren Foster is content director on the professional learning team at CFA Institute, host of the Take 15 Podcast, and anchor of Conference Live. Previously, she worked as a freelance writer for Barron’s and the Financial Times. Prior to her freelance work, Lauren spent nearly a decade on staff at the FT as a reporter and editor based in the New York bureau. Lauren holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.