Peter Chiappinelli CFA CAIA

Chief Investment Officer for an independent RIA/Multi Family Office with $15 billion under management and over $25 billion under advisement.

Senior Portfolio Strategist on Jeremy Grantham's and Ben Inker's Asset Allocation team · Senior member of team which managed $60 billion (more than half of firm AUM) · Part of the team responsible for research, portfolio construction input, and product management of the suite of dynamic asset allocation solutions --- from multi-asset class (MAC) to absolute return-oriented funds · Conduct client portfolio reviews in all channels: DB, DC, E&F, Retail/HNW/Family Office, RIA, and Consultants, in the US, Canada, Europe, Asia, and Australia. · Represent GMO in finals presentations, consultant presentations, webcasts, business television, broker/advisor meetings, audio-conferences, industry conferences, and financial press. · Conduct seminars for investment boards on matters related to asset allocation, alternative investments, and topics related to broad investment strategy including risk-parity, LDI, endowment models, etc. - Chosen as Lead for our largest strategic partners (Fortune 50 firms) · Led GMO’s efforts in new absolute return strategy in retail/sub-advisory channel in 2012, raising $12 billion, one of GMO's most successful launches. Nominated by Institutional Investor for Sales Success of the Year Award. · Public speaker at national conferences and CFA keynote addresses in the US and Canada: The Contrarian Credo; Alternative Assets vs. Alternative Thinking; Common Myths: The Trying, The Troubling, and The Tragic; Everything I Know About Investing I Learned in Kindergarten; Beware the Wu Wei of Passive Bond Indexing; Why Alternatives and Why Now? · Featured pieces in The Wall Street Journal, NY Times, Grant's Interest Rate Observer, Bloomberg, Investment News, Advisor Perspectives, Seeking Alpha, Marketwatch, LA Forum, CFA Society publications, and international publications in The Netherlands, the UK, and Asia - Featured in Faber's book, "The Best Investment Writing: Selected writing from leading investors and authors"

George B. Delaplaine Jr. Business School Guest Lecturer

SVP, Institutional Portfolio Manager, Asset Allocation (May 2007 to January 2010) · Part of the team responsible for the asset allocation, investment design, and portfolio construction of Pyramis’ multi-strategy investment platform, including target-date funds, dynamic asset allocation, and strategic asset allocation products. Lead member on all custom-designed investment solutions, including multi-strat portable alpha solutions, and custom LDI. Scope encompassed $9.5 billion in assets across multiple products in various channels: DB, DC, E&F, high net worth, and retail. · Represented Pyramis’ asset allocation capabilities in finals presentations, consultant presentations, webcasts, and broker/advisor meetings. · Key spokesperson for industry conferences, media, and with governmental agencies in the US and abroad. · Highest win ratio in the firm (over 75%); most requested portfolio manager within the wholesaler team · Led Pyramis’ growth efforts in Canada, the fastest growing institutional and retail firm in the country SVP, Managing Director of Strategic Services (July 2006 to May 2007) · Lead and manage Strategic Services, a team of research analysts providing customized research to institutional investment clients. Projects have included asset liability studies, portfolio optimization, risk budgeting, “fit” analysis, and more. Interaction was at the CIO and senior staff levels. · Lead thought-leadership efforts through papers and presentations, designed to position Pyramis as a world-class institutional asset manager and solutions-provider. Research and commentary has been cited and featured in Pensions & Investments, Endowment & Foundation News, and has been used by agencies of the federal government, consulting firms, and academia. Represent Pyramis on business news television, company-sponsored webcasts, conferences; keynote speaker at research roundtables held in the US, Canada, Europe, and Asia and numerous industry conferences.

Leader of the Strategic Research Team (SRT), an analytical research group dedicated to the institutional business. •Published thought-provoking papers and presentations, designed to position Putnam as an innovative “thought leader” in the industry. Research and commentary was cited and featured in Pensions & Investments, The Wall Street Journal, Money, FundFire, and numerous trade and financial publications and web sites in the U.S., Europe, Canada, Australia, and Japan. •Research topics and custom projects included industry/portfolio analysis, asset class evaluation, risk management, alternatives, emerging investment trends, and plan design. Scope included defined benefit, defined contribution, endowments/foundations, and other institutional markets. •Responsibilities also encompassed strategic product development, which included innovative executions of portable alpha strategies, options-driven strategies, and liability-driven strategies, etc.

Director of Institutional Marketing and Product Development - Lead the marketing and product development efforts for GE’s 401(k) and defined benefit business. Lead efforts on channel and business development programs. - Created one of the industry's first internet and phone solutions for delivering advice to 401(k) participants

Brand Manager on Brand generating $500mm in sales. Managed the new product development strategy: new product ideation and concept development, opportunity analysis, consumer research, revenue and profitability forecasting, and competitive analysis. Coordinated marketing strategy and working plan for launch and roll-out, including promotional campaigns and advertising. Winner of the first-ever CLIO advertising award for websites; one of the first in the industry to create "gaming" applications to create awareness and engagement with the Brand.