Leo Schmidt, CFA

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Leo Schmidt, 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.

July 2020


Mid-Year Outlook: Hedging Risks Not Returns in the Covid Era

The market and monetary policy response to COVID-19 is reshaping asset allocation strategy. Join us for an in-depth look at key challenges and opportunities for the remainder of 2020

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