Institutional Asset Management Group
About This Group
Chair: Leo Schmidt, CFA
Vice Chair: Daniel Fridson
Vice Chair: Adam Shakoor, CFA
Vice Chair: Ryan Meltzer, CFA
Leo Schmidt, CFA, has been an institutional investor for over 20 years. Most recently, he was a Senior Equity Analyst for the Chubb Corporation for 10 years where he was responsible for all analysis on a $2 billion 90 stock portfolio. The Chubb equity portfolio had an outstanding record with over 200 basis points of outperformance versus the S&P 500 on a 10, 5, 3 and 1 year(s) basis. Prior to the Chubb Corporation, he worked at Advent Capital Management where he was a Consumer Analyst for Convertibles Strategies, including Balanced and Arbitrage as well as long-short high yield. He also worked as a Consumer analyst at a $20 billion Nuveen managed accounts fund. He began his investing career at Reich & Tang Capital Management, focused mainly on pension plans and endowments, where he was a generalist. He graduated from Columbia University, Cum Laude, Phi Beta Kappa, with a double major in Economics and History. He earned an MBA from NYU with a double major in Accounting and Finance. He is married with one child and resides in Manhattan, NY. He is currently starting up a new equity fund with Robert Witkoff, former Chief Investment Officer at Chubb. Charterholder and an active member of the CFA Society New York, formerly serving on the Chapter”s Board Nominating Committee.
Ryan Meltzer, CFA, is a Vice President in the Multi-Asset Solutions (MAS) department of JPMorgan Asset Management. An employee since 2006, Ryan is involved in the internal risk management, governance and oversight of the global MAS and Beta platforms. Prior to his current role, Ryan worked in the Asset Management Risk Analytics group, where he helped build and refine a comprehensive global, multi-asset risk system, which was subsequently adopted across several departments. Preceding his positions in Risk, he held multiple roles within JPMAM’s US Equities department, including in Value and REIT Portfolio Management, Equity Research, Equity Option Research and Behavioral Finance Client Portfolio Management.Upcoming Events & Meetings
Institutional Asset Management Group Meeting
The Institutional Asset Management Group brings together professionals engaged in the management, oversight, and/or advisement of institutional investments. Its diverse member base includes investment consultants, plan sponsors, insurance professionals, risk managers, derivative product specialists, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field, but would not otherwise collaborate and network with one another.
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