Speaker Information

Dale Kurtz, Vice President, Affiliate Relations
Dale Kurtz is a member of Research Affiliates’ Affiliate Relations team where he works with U.S.-based investment management companies licensed to manage and distribute Fundamental Index® strategies to their clients. Prior to joining Research Affiliates, Dale worked at AST Capital Trust as senior vice president, collective fund services, where he was responsible for the creation of collective investment trust product partnerships and revenue growth derived from those partnerships through investments made in qualified retirement plans. Prior to AST, Dale worked for a number of investment management firms including U.S. Bancorp Asset Management, and American Express Financial Corp. Dale has a Bachelor of Science degree from St. John’s University in Minnesota and an MBA from the University of St. Thomas in Minnesota.

Christopher Philips, CFA®, senior analyst, Vanguard Investment Strategy Group
In this role, Christopher Philips has published and presented research on various topics, including international investing, indexing, and benchmark selection. Mr. Philips joined Vanguard in 2000 and has worked in the Investment Strategy Group since its inception in 2001. He earned a B.A. from Franklin and Marshall College and is a CFA® charterholder.

Sunil B. Shah, Director, is a member of BlackRock's Global Client Group
Sunil B. Shah works within the iShares group as part of the Product Services and Analytics team. Mr. Shah's service with the firm dates back to 2009, including his time with Barclays Global Investors (BGI), which merged with BlackRock in late 2009. Prior to joining BGI in 2009, Mr. Shah worked in Fixed Income at Delaware Investments, managing portfolios of insurance assets for multiple clients. Prior to that, he worked at Cambridge Associates developing customized hedge fund-of-fund programs for a variety of endowments and foundations. Mr. Shah earned an MBA degree from The Anderson School at UCLA and a BBA degree in Actuarial Science from Georgia State University. Mr. Shah is a Chartered Financial Analyst and an Associate of the Society of Actuaries.





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