Our Research Roundtable
To assist Fiduciary Wealth Partners in evaluating investment research and creating thought leadership, we have contracted with independent academics and wealth management professionals to form what we call our Research Roundtable.
Research Roundtable Fellows meet with FWP on a regular basis in a round table format, where investment debate is encouraged.
Through our work with these Fellows, we strive to provide transparency into timely issues and ideas that are impacting the industry. By contracting with a group of independent professionals, we strive to improve our thinking and enhance outcomes by considering the thoughts of experienced academic and industry professionals who offer us diverse perspectives.
Examples of the thought leadership and research that our Research Roundtable has helped FWP produce can be found on our Insights and Research page.
Elisabetta Basilico is a seasoned investment professional with expertise in turning academic insights into investment strategies. Her life’s work is combining her scientific grounding in quantitative investment management with a pragmatic approach to business challenges, Elisabetta’s expertise spans the range from asset allocation to active quantitative investment strategies and she has helped several institutional investors and family offices evaluate and optimize stable returns from their global wealth portfolios.
Elisabatta has been a Chartered Financial Analyst since 2007 and has a PhD in Finance from the University of St. Gallen in Switzerland. She has taught at various international universities, co-authored numerous papers that have been published in peer-reviewed journals and is currently working on a book about research-backed investment ideas that is under contract with Palgrave/MacMillan.
Tommi Johnsen is the past Director of the Reiman School of Finance and a tenured member of the faculty at the Daniels College of Business at the University of Denver. She has worked extensively as an investment consultant in the areas of quantitative methods and portfolio construction and has a Phd in Finance and Econometrics from the University of Colorado - Bolder.
Tommi has taught at the graduate and undergraduate levels and published research in several areas including: capital markets, portfolio management and performance analysis, financial applications of econometrics and the analysis of equity securities. Her publications have appeared in numerous peer-reviewed journals.
Sloane Ortel is the Inclusion in Wealth columnist at Citywire RIA, a co-host of the Free Money podcast, and a consultant tackling issues around inclusion, financial innovation, and creativity.
She is an active contributor to industry dialogues, which has included writing and working for the CFA Institute to build the Enterprising Investor, helping to grow it into one of the most widely read investment blogs in the world.
Her writing has also been featured in The Singapore Business Times, London City A.M., Yahoo! Finance, CNBC, Morningstar, and various other media.
Outside of her work in the financial industry, she is active as a standup comedian and alpine ski racer.
Charlie has served as a member of the CFA Institute Investment Committee, and as a member of the Executive Committee for the annual University of Virginia Investing Conference (UVIC). From 2004 to 2020 he was also the Head of Educational Events at CFA Institute where he designed and ran global educational conferences and seminars.
Previously, Charlie held several positions in credit and structured finance at firms including CDO manager Indosuez Capital, international advisory boutique AGS Financial, and Standard & Poor's Structured Ratings.
A CFA Charterholder since 1999, he holds a BA in political science from the University of Rochester and an MBA in finance from the New York University Stern School of Business. He resides in Charlottesville, Virginia.