J. Alan Reid, Jr.
CEO & President, ReFlow
Mr. Reid is president and a founder of ReFlow Management and Forward Management, the investment advisor for the Forward Funds and the Sierra Club Mutual Funds. With 21 years of experience in the financial services industry, Mr. Reid is known for his innovative approach to developing strategic alliances and pioneering technological solutions. He was formerly a principal and executive director of the private wealth management team at Morgan Stanley, and a senior vice president and director of business delivery at Morgan Stanley Dean Witter Online. In this capacity, he designed and implemented the company’s mutual fund platform and aggregation strategy, in addition to designing and building the online firm's call centers, product delivery, human resources and mutual fund supermarket. Along with serving on many industry committees, Mr. Reid is a member of the board of FolioFn, as well as the vice president of the board of directors of Centerpoint, a non-profit health and human services organization. Mr. Reid holds a B.S. in Business Administration from Menlo College, where he was awarded The Faculty Award for leadership, character, and service.

Paul Schaeffer
Managing Director, Strategy & Innovation, SEI
Paul Schaeffer is managing director, strategy & innovation for SEI’s Investment Manager Services group. He is responsible for developing overall business strategy, product development and thought leadership initiatives that enable SEI to meet the competitive challenges of its investment management clients.

Over his twenty years in the industry, Paul has had experience in the areas of business strategy, investment product distribution, operations and process improvement, and customer segment competitiveness. Before joining SEI, Paul was managing partner of Investment Counseling, Inc. (IC), then executive vice president with Capital Resource Advisors, where his clients included leading financial services companies that targeted the institutional, high net worth and retail customer segments, such as investment management organizations, mutual fund companies and bank trust departments. In this role Paul was the primary author of Competitive Challenges, the industry’s most recognized best practices study. He is a frequent speaker at industry conferences, including the ICI, ABA, AIMR, ICAA and U.S Institute. Prior to IC, Paul was chief operating officer of Harris Bretall Sullivan & Smith, a San Francisco-based investment counseling firm.

Earlier in his career, Paul was president and chief operating officer of Act III Publishing, chief financial officer of Act III Communications, and vice president of Embassy Communications, a large diversified entertainment company. Paul’s background in government and public policy includes senior positions with President Jimmy Carter, Senator Edward M. Kennedy and Congressman Les Aspin.

Prior to joining Strategic Insight, Kevin spent four years as a Fee and Expense Analyst for Lipper Inc. where he prepared and coordinated the production of custom reports analyzing the operational fees, expenses, and performance of investment management companies. Kevin earned a Master of Science in Finance from the University of Colorado and a BS in Business Administration from Missouri Western State University.

Tom graduated from Metropolitan State College of Denver with a bachelor’s degree in finance and a minor in German. He received his master’s degree in international management from the University of Denver and has passed the first level of the Chartered Financial Analyst program.

In addition, Mr. Imperiale is the author of Real Estate Investment Trusts: New Strategies for Portfolio Management, as well as The Micro Cap Investor: Strategies for Making Big Returns in Small Companies, both published by John Wiley & Sons.

Prior to joining Jurika & Voyles, Ms. Hecht was the Institutional Investment Advisor responsible for the daily client service operations at Bailard, Biehl & Kaiser. Ms. Hecht holds an MBA degree from Boston University and B.A. degrees in Economics and French from St. Olaf College in Northfield, MN. She is a Candidate for the CIPM designation.

Rudi has a Masters degree in economics from the University of Mannheim (Germany) and a PhD in finance and statistics from the Graduate School of Business at the University of Chicago. He spent two years on the faculty of the Edwin Cox School of Business at SMU, Dallas. His best-known publication is a joint paper with Wayne Ferson in the Journal of Finance (1996) on “Measuring Fund Strategy and Performance in Changing Economic Conditions.”

Prior to coming to Boston College, Dr. Edelen gained four years of experience in the investment management industry and was an Assistant Professor of Finance at the Wharton School, University of Pennsylvania. His professional experiences include Director of Research at ReFlow Management, a mutual fund liquidity service provider; Director of Enhanced Equity Strategies at Mellon Capital Management; Litigation and financial product development consulting; and options trading with O’Connor and Associates, a Chicago-based market making firm (now Swiss Bank).