Speakers
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Jeffrey Schulze, CFA Jeffrey is an Investment Strategist and oversees global capital market and economic research at ClearBridge Investments. His work on the history of U.S. recessions has led to the development of a proprietary dashboard that monitors 12 indicators of economic activity and is meant to provide early signals of distress that can inform investment decisions. He regularly presents at institutional investor and financial advisor forums on market and economic subjects and is a contributor of thought leadership on these topics that is frequently quoted in the financial media, including the Wall Street Journal, CNBC and CNN. He joined ClearBridge Investments in 2014 and has 14 years of investment industry experience. Prior to joining ClearBridge, Jeffrey was a Portfolio Specialist at Lord Abbett & Co., LLC. He received a BS in Finance from Rutgers University. He is a member of the CFA Institute.
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James Arnold, CFA James is a Business Development Manager and provides sales, marketing and territory (UK & Europe) management for ClearBridge’s investment strategies. James joined ClearBridge Investments in 2017 and has 17 years of investment industry experience. Prior to joining ClearBridge, James was a Sales Director at Goodhart Partners, in Institutional Sales & Client Service at Artisan Partners, and a Product Manager/Product Specialist at Janus Capital International. He received a BA in History and Economics from the University of York. He is a member of the CFA Institute.
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Greg Herneman Greg works in the EMEA Business Development Team at ClearBridge supporting the Business Development Managers. Greg Joined ClearBridge in 2018 and has 5 years of investment industry experience. Prior to joining ClearBridge, Greg worked in the Marketing Department at Baillie Gifford based in Edinburgh. He received a MSc in Business Management with Marketing from Heriot-Watt University and a BSc in Medical Biology from the University of Edinburgh.
