Matthew S. Whitbread, CFA, FRM, CAIA

Norfolk, MA 02056

617-***-****

ac68sb@r.postjobfree.com

www.linkedin.com/in/mwhitbread

INVESTMENT MANAGER

Experienced investment professional with a strong track record managing absolute return multi-asset portfolios. Demonstrated ability to generate value-added investment recommendations in a collaborative, team-based environment as well as independently. Consistently apply a client-focused approach in developing product, managing risk exposures, presenting investment outlook, and developing marketing materials.

Areas of Expertise

Asset Allocation Portfolio Management Financial Modeling Fundamental Equity Valuation

Quantitative Methods Marketing Strategies Presentations Product Development

Bloomberg Factset Microsoft Excel Python

EXPERIENCE

Baring Asset Management, Boston, MA 2011 – 2017

Investment Manager

Lead manager of the Barings GDAA strategy; a long-only, unlevered global tactical asset allocation portfolio investing across global equities, bonds, currencies, and real assets. Co-managed the Barings Active/Passive equity portfolios and the Barings long/short Dynamic Absolute Return strategy.

Results / Contributions

• Achieved second quartile returns and Sharpe ratios for both 3- and 5-year periods, ending 12/31/2016 within the Evestment All Global Balanced/TAA category.

• Voting member of the Barings Strategic Policy Group; responsible for directing asset allocation policy for the firm’s broad suite of global multi-asset portfolios.

• Designed marketing materials for U.S. multi-asset product base, including pitch books, asset allocation performance studies, competitor analyses, and investment outlook presentations.

• Collaborated with Barings quantitative team to create product-specific risk models, country/sector allocation models, and relative value pair trade models.

• Presented investment process, market outlook, and product solutions to prospective clients, plan board members, consultants, and conference audiences.

BNP Paribas Investment Partners, Boston, MA 2008 – 2011

Portfolio Manager, Analyst

Managed customized client portfolios consisting of mutual funds, ETF’s, and separately managed accounts. Co-portfolio manager of the ActivePassive International Equity Fund and the ActivePassive Intermediate Taxable Bond Fund.

Results / Contributions

• Served as the research specialist responsible for asset allocation recommendations and fund selection across all alternative, international equity, and high yield bond funds.

• Initiated and led the research effort into alternative investments.

• Developed and marketed our suite of target-date portfolios to existing and prospective clients.

• Traveled with external sales force to present investment process, market outlook, portfolio changes, and performance attribution.

• Authored due diligence research notes, asset class reviews, quarterly research papers, monthly investment commentary, and market outlook.

Pyramis Global Advisors, Boston, MA 2006 – 2008

Senior Portfolio Analyst

Provided clients and internal channels with up-to-date analysis on performance drivers, portfolio characteristics, and industry positioning. Researched and reported on capital market events, industry trends, and company specific developments for key portfolio holdings.

Results / Contributions

• Formulated recurring institutional investment commentary for U.S. fundamental and quantitative investment strategies.

• Built customized attribution reporting and quantitative templates for use by our team of portfolio analysts.

MFS Investment Management, Boston, MA 2002 – 2006

Equity Research Associate

Provided wide-ranging support for multiple facets of the fundamental and quantitative research process for our team of equity analysts and portfolio managers. Dedicated associate to the Consumer Cyclical, Energy, and Consumer Staple sector teams.

Results / Contributions

• Lead developer for security valuation tables, fund attribution analyses, and security selection screenings.

MFS Investment Management, Boston, MA 2000 – 2002

Corporate Actions Specialist

Integral member of team responsible for handling and processing corporate actions for the company’s equity and fixed income holdings. Presented corporate action analyses to portfolio managers and communicated decisions to our custodians. Calculated and input the correct share entitlements for both voluntary and mandatory actions.

EDUCATION

Bachelor of Science in Economics and Finance

Boston College, Wallace E. Carroll School of Management – Chestnut Hill, MA

MEDIA EXPERIENCE

Bloomberg TV (In studio guest)

CNBC Power Lunch

Wall Street Journal

CNN Money

PROFESSIONAL MEMBERSHIPS

CFA Institute® and the Boston Security Analysts Society (BSAS)

Chartered Alternative Investment Analyst Association (CAIA)

Global Association of Risk Professionals (GARP)

sk Professionals (GARP)

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