Lombard International | Executive Vice President, Head of Distribution
John is responsible for business development and continuing the expansion of Lombard International’s US footprint and internationally sourced Group Variable Annuity (GVAs) investments in US assets. He leads the US sales and distribution teams, which focus on three main channels: independent agents, financial intermediaries and institutional investment managers.
Mr. Fischer has been actively engaged in developing strategic insurance solutions for over 25 years and has managed a number of business units within Lombard International that have been instrumental in its growth and development. An expert and thought leader in the industry, Mr. Fischer is frequently invited to join panels at major investment conferences to talk about the essential role that strategic insurance solutions can play in tax planning. Most recently he has engaged with single and multi-family office clients while serving as a key relationship manager for some of Lombard International’s key institutional strategic accounts internationally.
Professor Christopher C. Geczy | Academic Director, Wharton Wealth Management Initiative, The Wharton School | Founder, Forefront Analytics.
Chris Geczy has been on the Finance Department faculty at the Wharton School of the University of Pennsylvania since 1997. He is Academic Director of the Jacobs Levy Equity Management Center for Quantitative Financial Research. H is also Academic Director of the Wharton Wealth Management Initiative at Wharton Executive Education. He has a B.A. in economics from the University of Pennsylvania and a Ph.D. in finance and econometrics
from the Graduate School of Business at the University of Chicago (now the Booth School).
Chris regularly teaches investment management and co-created the first full course on hedge funds at The Wharton School. In 2013, he created the school’s first survey course in sustainable/ESG investing, open to undergraduates a well as MBA and Executive Education students. He has created and taught many courses for Wharton Executive Education, and he has taught AIMR/CFA Institute-accredited professional Risk Management courses through the University of Chicago's Booth School of Business.
The Jacobs Levy Center is an interdisciplinary research hub at Wharton focusing on innovative
knowledge creation in quantitative finance. It supports faculty research projects and dissertation fellowships, and it awards the Wharton-Jacob Levy Prize for Quantitative Financial Innovation. Chris became Academic Director in March 2014.
Chris has been the Academic Director of a number of Wharton Executive Education
programs including the 200 Securities Industry Institute in partnership with SIFMA, the Private
Wealth Management program in partnership wit The CFA Institute, and programs for the Investments and Wealth Institute ( formerly IMCA). In addition he has taught Investment
Management in the Penn-Securities Association of China (Penn-SAC) program for a number of years. He received the Best Elective Course Teaching Award in the Wharton Executive MBA Program and the Wharton Teaching Excellence Award for the 2017-2018 academic year.
He currently serves on Intel’s US Retirement Plans’ Investment Policy Committee. He has
served on the Economic Advisory Board of NASDAQ, has been an editor of the Journal of
Alternative Investments and is on the Editorial Advisor Board of the Journal of Wealth Management. He is Co-Editor of Financial Planning Review, the academic journal o the CFP® Board Center for Financial Planning. Chris is also a founding board member and past Chairman of the Mid Atlantic Hedge Fund Association and served on the curriculum and exam committee of the Chartered Alternative Investment Analyst Association (CAIA). He serves on the Advisory Council of the Wharton Social Impact Initiative, an on the Models Investment Committee of Insigneo Financial
Chris’s current research focuses on various topics including multifactor models, wealth management, risk management asset allocation, the performance of managed funds including hedge funds, venture capital and private equity as we as other alternatives, ESG incorporation in funds and portfolios, and various aspects of equity lending and short selling. His work has appeared in numerous books and scholarly journals including the Journal of Finance, Journal of Financial Economics, Journal of Portfolio Management, The Society for Industrial and Organizational Psychology and the Journal of Political Economy. In 2018, Chris and co-authors won the Investment for Impact Prize of the Center for Responsible Business at the University of California, Berkeley’s Haas School of Business for their research paper “Contracts With Benefits: The Implementation of Impact Investing.”
He currently consults with and advises a number of private and institutional investors including
pension plans, insurance companies and ultra-high net worth families and others in the
area of portfolio construction, management an evaluation, asset allocation, investment
selection, alternative investments including private equity, infrastructure hedge funds, risk
management, and subprime exposures in both the 1940 Act space as well as the private fund area.
Chris also serves as a Trustee and member of the Investment Committee of The Episcopal Academy, is on the Board of Directors of the Alexander Hamilton Friends Foundation, and is a founder of Forefront Analytics and GKFO.
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