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Brian Portnoy, PhD, CFA, has been successfully researching, advising, and investing in hedge funds and mutual funds for the past fourteen years. He is currently the Head of Alternative Investments and Strategic Initiatives for Chicago Equity Partners, a $10 billion asset manager. Previously, he held senior roles at Mesirow Advanced Strategies and Morningstar, the world’s premier research shop on mutual funds. He has spoken at numerous investing conferences across the US, Europe, and Asia, has appeared frequently on CNBC and CNN, and has been quoted in major publications, including the Wall Street Journal and the New York Times.
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