The BlueStar Index Advisory Committee

The BlueStar Index Advisory Committee (“BIAC”) provides input, research and industry perspective to the construction and maintenance of the BlueStar Indexes. BIAC is comprised of experienced industry professionals and academics with deep insight into global capital markets, index methodology, the Israeli and Mideast/Mediterranean regional economies, ETFs, index products and institutional investment. Committee members are also chosen for their ability to provide strategic input to the development of the BlueStar Indexes, ensuring market and commercial relevance. Input from the Committee is ultimately advisory in nature, and all final index decisions are based on the formal index methodology and the proprietary research of BlueStar Indexes.

The Committee meets semi-annually, coordinated with the index reconstitution process, but can be convened for ad-hoc meetings to address the dynamic nature of capital markets and the world economy. BlueStar Indexes research staff serves as the Secretariat of the Committee.

Members:

Steven Schoenfeld

(same bio as executive team)

Joshua Kaplan

(same bio as executive team)

Robert Ginis

Investment Strategy Advisor, BlueStar Indexes; Managing Partner, GP Analytics

Robert Saffer

Robert Saffer is the COO of Ophir Partners LLC. He has experience working with many of the nation’s largest pension funds and consultants. For the previous 6 years, Robert was a Managing Director and head of the transition management business at JP Morgan within the World Wide Security Services Group. An employee since 2006, Robert managed the effort that serves the needs of Institutional Investors when implementing changes to their investment manager lineups. The Transition Management group focuses on pension funds – both defined benefit and defined contribution, as well as variable annuity funds in the United States. Abroad, Robert’s focus extended to sovereign wealth funds as they further diversify their asset mix. Robert’s experience with asset owners guided him in providing solutions for equities as well as fixed income and currency risk management.

Previously, Robert served at Managing Director at Lehman Brothers for 8 years in a number of capacities within the Delta One business. Robert originally joined Lehman Brothers to grow their international program trading and derivatives effort and later managed program trading and derivatives for institutional investors, as well as the firm’s original expansion into electronic connectivity. During Robert’s last 18 months at Lehman, he managed the trading side of portfolio business. Robert’s previous experience includes time at BZW, the predecessor to Barclays Capital, in both New York and London, and time with Baring Securities where he focused on serving the needs of quantitative managers and hedge funds marketing derivative strategies, yield enhancement, and program trading for non-U.S. markets. Robert began his Wall Street career at Merrill Lynch were he worked in both the economics research and equities research groups in New York and London. Upon returning from London, he oversaw risk management on the Corporate Bond trading desk. Robert is a member of the Russell Index Advisory Board and holds FINRA registrations 7, 24, 9, 10 and 63. He graduated from the State University of New York at Binghamton with a B.S. in Finance (1984).

Mark Sladkus

Mark Sladkus is the Founder and President of Red Lighthouse Investment Management, a fee-only registered investment advisory firm in New York City which provides comprehensive wealth management services for families and foundations.

Prior to founding Red Lighthouse, Mark served as the head of Morgan Stanley Capital International (MSCI). In this capacity, Mark created the world’s first investable emerging market index. He led the effort to create the first global style indices, which partitioned the world’s developed and emerging markets into “value” and “growth” indices. Realizing the potential diversification benefits of non-U.S. small stocks, Mark also led the effort to design a global small-cap family of indices.

At MSCI, Mark acted as the chair of the Index Committee, the group responsible for selecting which securities enter and exit the MSCI family of indices (including the well-known EAFE, EM, and ACWI Indices.) Mark was also the publisher of Morgan Stanley Capital International Perspective, which for almost 40 years has been a preeminent source of global equity fundamental data.

Over his long career at MSCI, Mark was involved in the design and maintenance of numerous other indices covering the fixed income market, REITs, hedge funds, and many others. Mark is a 2008 recipient of the William F. Sharpe Lifetime Indexing Achievement Award. He received an M.B.A. in finance from the University of Chicago and a B.S. in economics from Cornell University.

 

 

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1350 Avenue of the Americas
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(646) 380-2500

info@bluestarglobalinvestors.com
 
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