John D. Ellison, CFA®
Managing Member
Session Title: Using the Endowment Toolset to Level-Up Client Portfolios
Overview:
For decades, many of the largest and most sophisticated capital allocators have been able to employ institutional tools and methods to materially enhance returns, all while improving risk management and broadening portfolio diversification. Concepts like enhanced capital efficiency, data-driven factor allocations, and effective layering of alternative return streams have allowed many of these allocators to generate their outsized results. Today, these tools are now being made available to advisors and their clients, changing the game for how individual client portfolios can be most effectively managed.
About John:
John leads RQA's investment operations and is responsible for the oversight and management of the firm’s strategies and portfolios. John is a CFA Charterholder, member of the CFA Institute, and a graduate from the College of William & Mary with a Bachelors degree in Finance.
John has spent over a decade developing and managing quantitative based investment strategies. Prior to founding RQA, John spent five years executing mergers and acquisitions, debt and equity capital formation and financial valuation at Matrix Capital Markets Group. John began his career as an Equity Research Analyst at BB&T Capital Markets, where his research team was awarded the 2013 Financial Times’ Starmine Awards for #1 Top Stock Pickers and #2 Top Earnings Estimators.
In addition to his role at RQA, John sits on the board of the Virginia Chapter of the CFA and regularly guess lectures in the area of quantitative finance at the University of Richmond