Senior Investment Strategist
BNY Mellon Investment Management
James Macey is a Senior Investment Strategist for BNY Mellon Investment Management. In this role, Mr. Macey is responsible for outcome-oriented investment solutions, risk management, portfolio construction, manager due diligence and macroecomic research.
Prior to joining BNY Mellon, Mr. Macey served as Director of Multi-Asset Portfolio Management at Foresters Financial where he had responsibility for the firm’s fee-based wrap advisory program, asset allocation and manager selection. Previously, he worked at Goldman Sachs Asset Management as a Lead Portfolio Manager and at both Franklin Templeton and Allianz Global Investors as a Portfolio Manager where he managed Multi-Asset mutual funds, model portfolios and designed bespoke institutional customized solutions, and at Lehman Brothers as an Equity Research Analyst.
Mr. Macey earned a Master in Science, Astrophysics (Honors) from University College London. He is a CFA Charterholder, a Chartered Alternative Investment Analyst Charterholder, holds the Professional Risk Manager designation, is a member of the CFA Society New York and has 19 years of industry experience.
The responsibilities of investment advisors have increased and broadened and this has introduced new challenges and pressures. This session will focus on setting objective-based goals and relevant benchmarks to address best practices in portfolio construction, diversification and manager selection.
CIMA/CPWA/RMA CE: 1.5 credits
Wednesday, May 27, 2020
3:30 – 4:45 p.m.
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