Portfolio Manager, The Future Fund Active ETF
As CEO of Aegon Asset Management, he oversaw $120 billion in assets, representing a third of Aegon´s assets and 50 percent of its profits. During his tenure, he created new proprietary investment strategies, expanded the real assets platform, leveraged the company´s solutions-based offerings, and directed the build-out of an ESG fixed income platform.
At Janus Capital Group, Gary was promoted to CEO, CIO and president after turning around investment performance and growing net flows to +$2 billion in 2008 from -$29 billion in 2004 after the tech bubble burst, market timing changes and the departure of Janus founder and CEO. Under his guidance, the Janus Research Fund and Janus Triton Fund were launched. He also served on the Janus Board of Directors.
Earlier in his career, he was named CIO at Goldman Sachs for the U.S. Asset Management Group and named to the firm´s Partnership Committee. His investment industry experience began at Sanford Bernstein in 1992 as Senior Research Analyst. Gary was rated #1 analyst in his sector by Institutional Investor All America Research Team for six consecutive years from 1993-1998, including his first year in the industry. At Bernstein, within five years he was promoted from Senior Research Analyst to Principal and then Shareholder. He later ran the firm´s global institutional business. In 2001, Bernstein was acquired by Alliance Capital.
Gary was awarded an M.B.A. from Harvard Business School and earned his B.S. in economics from The Wharton School of the University of Pennsylvania.
Gary has been featured in Barron´s and is frequently called upon by the financial press for his insights into the equity markets.
David P. Kalis, CFA
Portfolio Manager, The Future Fund Active ETF
In 2017, David founded Curvature Capital Management, LLC, a long/short equity hedge partnership focused on catalyst-driven global equities. Performance for the firm ranked in the top decile of long/short equity hedge funds. In early 2021, he rejoined Gary Black to found The Future Fund. The two had previously worked side-by-side at Calamos Investments.
An entrepreneur, David founded and managed another long/short hedge fund partnership, Charis Capital Management LLC, focused on SMID-cap equities. This investment strategy was designed to exploit the inefficiencies of the SMID market. His performance ranked in the top decile of equity long/short equity hedge funds. Similarly, during his time at Northern Trust Asset Management (NTAM) in the role of SVP-Group Head of Small/MidCap Institutional Equities, the NTAM active equites mutual fund suite reached the top 10% in its peer group, up from the bottom 10% before he took over. The Mid Cap Growth strategy also achieved top quartile performance.
Earlier in his career, he joined Segall Bryant & Hamill at its founding. He served as a co-manager for both multi-cap and SMID-cap strategies, director of research, and member of the management group. There he was instrumental in developing the firm´s core investment philosophy and process, ushering the firm through a growth phase from $1.2 billion to $5 billion in assets under management. He established and managed the mid cap growth strategy growing it to more than $400 million AUM.
David is a Chartered Financial Analyst, awarded in 1994, and a member of the CFA Society of Chicago. He received a BA in Economics from the University of Michigan.
David has been featured in a wide range of financial publications and is frequently called upon by the press for his expertise.
ADVISORY BOARD MEMBERS
Richard is also the Senior Managing Partner of Bindler Investment Group (BIG), which he founded in 2016. BIG invests in early-stage companies where strategic capital is needed, and opportunistically in real estate. To date, BIG has invested in more than 40 opportunities. Read More
For nearly 30 years, Richard rose through the ranks at Bernstein Private Wealth Management. Here he held positions as a Financial Advisor, Managing Director, Senior Managing Director, and Chief Client Officer where he managed all client-facing personnel nationwide.
Richard is the Chair of the Chicago Advisory Board for Cahn Fellows, a position he has held since 2019. Cahn Fellows helps identify and develop top performing public school principals.
He earned an MBA, specializing in finance and marketing, from Boston University and a BS in business from the University of Florida.
J. Philip Clark
Phil has spent his entire 45-year career in professional sales and marketing, with the majority of that time in the financial services industry.
Since 2012, he has served as Managing Director for Phoenix Capital Partners, a real estate private equity firm with over $2 billion under management. In 2004, he co-founded Epoch Investment Partners, which grew from $600 million in Assets Under Management to $25 billion when he retired in June of 2012.Read More
Fortune magazine named Epoch the 88th Fastest Growing Company in the world in their 2011 report. Epoch was sold in March 2013 to TD Bank for $670 million. Phil led the sales and marketing effort from the very beginning and was instrumental in the firm's rapid growth.
Before founding Epoch, he was a 17-year veteran of Sanford C. Bernstein & Co., now part of Alliance Bernstein. His responsibilities included that of National Managing Director of Bernstein's private client business. Previously, he was Managing Director of Bernstein's Institutional Asset Management business and initiated and managed Bernstein's sub-advisory business.
Prior to Bernstein, Phil spent five years as President of InveQuest Securities, a family-owned investment firm focused on wealthy individuals and seven years in marketing at IBM.
Phil holds a BS in Administrative Sciences from Yale University.
Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. He has become one of the most influential investors on social and in traditional media. His investment ideas and advice have made him a regular in global business news as well on many of the most popular investment podcasts. Read More
GK is also a leader in providing investment advice for the younger generation through its Get Invested program. GK is the first major RIA to partner with Gemini and began offering Digital Assets to clients in April 2021. Ross is an expert in online marketing and social media as well as a co-developer of the company’s app for IOS, my-moneypage.
In 2008, the financial crisis caused the collapse of several major financial institutions and the government bailout of others, challenging the existing state of affairs within the financial industry. Navigating these trying times, Ross understood the importance of focusing on the client's best interest utilizing a modern and unbiased approach to serving the client community. In 2010, Ross and his business partner, Danilo Kawasaki, felt it was the opportune time to start their firm, Gerber Kawasaki Inc., aligned with this client-centric mission.
Early in his career, Ross joined an independent investment firm affiliated with SunAmerica Securities. In 1998, at the age of 27, he received the Archon and Million Dollar Branch Award and was the youngest million-dollar branch manager in SunAmerica's history.
Ross received his BA in Communications from the Annenberg School at the University of Pennsylvania concentrating in Business Law at the Wharton School of Business, graduating class of 1993. Ross also received a second concentration in Classical Music Studies at the University of Pennsylvania and attended the Grove School of Music.
He is on the executive board and a past president of the Guardians of the Jewish Home in Los Angeles.
From 1994 to 1997, she was the key advisor for Commerzbank, managing its two largest European investment funds. She joined Moody’s Investor Services in 1998 as Vice President/Senior Credit Officer responsible for all mutual fund ratings in Continental Europe. There she developed a methodology for open-ended real estate fund ratings. Read More