Leo Schmidt, CFA

Leo Schmidt, CFA was volunteer of the year for the CFA Institute for the Americas in 2023. In 2020 and 2022, he was volunteer of the year for the CFA Society New York. Starting in 2015, he was the Chair of the Institutional Asset Management group. He developed the Market Outlook series of events and frequently has been a mentor for the CFA Research Challenge.

Leo has been an institutional investor for over 20 years. Most recently for 11 years, he was a Senior Equity Analyst at the Chubb Corporation, a large public insurance company where he was responsible for all analysis on a $2 billion, 70+ stock portfolio (total corporate investment assets of $45 billion). The Chubb equity portfolio had an outstanding record with close to 300 basis points of outperformance versus the S&P 500 for over 10 years. Prior to Chubb, he worked at Advent Capital Management in Convertibles Strategies, at a $20 billion Nuveen managed accounts fund, and at Reich & Tang Capital Management. He graduated from Columbia University, with a BA in Economics and History and earned an MBA from NYU Stern. Before college, he worked in show business for 10 years mainly as dancer where the highlights include the 1980 revival West Story, a night club act at Rockefeller Center Rainbow Room for nearly three years, and several ballet companies including the New York Dance Theater. Currently, Leo is semi-retired and CIO at River Eddy Capital Management, a family office.