Event Profile

Go Back

Keith Black has over twenty-five years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Curriculum and Exams for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology. He contributes regularly to The CFA Digest, and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternative Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as the co-author of the 2012 and 2015/2016 second and third editions of the CAIA Level I and Level II textbooks. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010. Dr. Black earned a BA from Whittier College, an MBA for Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) candidates.

Derek Devens, CFA, joined Neuberger Berman in 2016 as a Managing Director and Senior Portfolio Manager of the Option Group. Prior to Neuberger Berman, Derek was responsible for both Research and Portfolio Management at Horizon Kinetics. Derek was member of the Investment Committee and responsible for co-managing the Kinetics Alternative Income Fund and various separate account strategies. Prior to Horizon Kinetics, Derek was a Vice President with Goldman Sachs’ Global Manager Strategies Group where he was responsible for conducting investment manager research. Previously, Derek managed fixed income portfolios at both Fischer Francis Trees & Watts as well as Bond Logistix. He received a BS in Civil Engineering from Princeton University and an MBA from New York University. Derek is a CFA charter holder.

Mr. Matthew Moran, Vice President of Business Development, Chicago Board Options Exchange (CBOE) Matt Moran is responsible for many of CBOE's educational efforts for pension funds, mutual funds, and other institutional investors. Previously, he was trust counsel at Harris Bank and vice president at Chicago Mercantile Exchange. He is an associate editor of two Institutional Investor publications -- The Journal of Trading and The Journal of Index Investing. Mr. Moran holds JD and MBA degrees from the University of Illinois.

Robert joined Additive to develop and manage option overlay strategies for our investor partners. His primary areas of expertise include short volatility strategies (covered calls and put writes) and tail-risk hedging strategies. Prior to Additive, Robert was a portfolio manager at SEI Investments. He was the architect of SEI’s Covered Call Strategy, implemented in SEI’s Multi-Asset Income Fund (SIOAX). This strategy was run in-house, representing a significant departure from SEI’s traditional manager-of managers-business model. Robert was also a portfolio manager for SEI’s Dynamic Asset Allocation Fund (SDLAX), with over $2 billion in assets. Prior to his work at SEI, Robert spent 6 years as a proprietary option trader for Group One Trading and Specht Investment Corp, a firm he founded in 2009. Robert graduated summa cum laude from the University of Florida and completed his MBA, with honors, at The Wharton School of the University of Pennsylvania. He is an active member in the CFA Society of Philadelphia.

Tripp Zimmerman began at WisdomTree as a Research Analyst in February 2013. Now, as an Associate Director of Research, he leads the Firm’s data analytics group, responsible for index creation, maintenance and reconstitution. Tripp travels domestically and internationally to speak about WisdomTree index capabilities and meets with clients across various sales channels. He is also involved in creating and communicating WisdomTree’s thoughts on the markets. Prior to joining WisdomTree, Tripp worked in various investment-related roles for TD Ameritrade, Wells Fargo Advisors, TIAA-CREF and Evergreen Investments. Tripp graduated from The University of North Carolina at Chapel Hill with dual degrees in Economics and Philosophy. Tripp is a holder of the Chartered Financial Analyst designation.