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Bill Fagan joined KraneShares in 2017. He leads the firm’s efforts across the Western U.S. & Canada. He has spent his career helping professional investors build portfolios to solve the needs of their clients. His expertise spans investment strategy, portfolio construction, exchange-traded products, trade execution/guidance, and retirement solutions. Prior to joining KraneShares, Bill worked at BlackRock with a focus on both traditional and alternative investment strategies. Bill received his Bachelor’s in Science from Duquesne University, with a focus on Finance & Investment Management.

Ray joined Mount Lucas in 1989. He is a principal of the firm as well as a member of the investment committee, and shares the responsibility of determining the firm’s investment strategy. He also plans and directs the firm’s marketing and client service efforts. Prior to Mount Lucas, he was employed by Little Brook Corporation, where he implemented technical trading systems operated by the firm. Before joining Little Brook, Ray was the Fixed Income Administrative Manager at Delaware Management Company. He received a B.S. in Accounting from Saint Joseph’s University. Ray currently serves as Chief Client Officer and head of institutional relationships.

Sam Kirkland is a research director for Global Manager Research (GMR), a division of Wells Fargo Investment Institute. The GMR team selects and oversees the third-party money managers used throughout Wells Fargo’s brokerage, private banking, family wealth, and retirement businesses.

In his role, Mr. Kirkland serves as the asset class lead for Real Assets strategies. He also manages the team’s research support group and serves as the technology lead for GMR overseeing the team’s advanced analytics, AI Initiatives, quantitative processes, technology & tools and data collection. Previously at Wells Fargo he served as the asset class lead for Liquid Alternative strategies and was a portfolio manager on the Wells Fargo Private Bank Guided Portfolio Models.

Prior to joining Wells Fargo, Mr. Kirkland was a research manager for The Open Finance Network, an open architecture managed account platform provider serving high-net- worth advisors and family offices. From 2005-2009, he served as adjunct professor of finance within the Belk College of Business at the University of North Carolina at Charlotte. Mr. Kirkland has more than 20 years of experience in financial services.

Mr. Kirkland earned both a Masters of Business Administration and a Bachelor of Science in Finance from the University of North Carolina at Charlotte. He is a CFA® charterholder, Chartered Alternative Investment Analyst (CAIA) charterholder, and member of the CFA Society of San Francisco and serves on the board of the San Francisco Bond Club.

Sean C. Lee, CFA, is a vice president in Callan’s Alternatives Consulting group. He joined the group in 2015, focusing on hedge funds where his role includes asset allocation, manager structure, manager searches, and performance evaluation. Sean is a shareholder of the firm.

Sean joined Callan in 2005 and previously worked in Callan’s Analytical Solutions group. Sean’s prior experience includes working at the Pacific Options Exchange, as a trader at both a small broker-dealer and a proprietary trading firm, and a mutual fund analyst at an investment advisory firm.

Sean earned an MBA from San Francisco State University and a BA in economics at the University of California, Davis. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society San Francisco.