Brandometry has assembled a team of financial and marketing industry professionals with years of experience to serve on its Index Committee.
The members of the EQM Brand Value Index Committee are:
Co-Founder of EQM Indexes LLC and Founder of EQM Capital LLC.
Ms. Edmondson is a former Quantitative Portfolio Manager with Allianz Global Investors and its predecessor firm Nicholas-Applegate. She started her career at Merrill Lynch and has more than 25 years of experience in the investment industry. She holds an MBA in Finance from San Diego State University and a BA from UC Irvine.
Larry A. Medin
Larry A. Medin serves as Brandometry’s Founder and Chief Executive Officer. He has over 40 years of experience in the financial services industry and is recognized as one of the industry leaders in strategic planning, product development and sales management through his senior executive roles with companies including Toroso Investments, Avatar Associates, Bank of America, MetLife-State Street Investment Services, Inc. and Fortis Financial Group. Larry was instrumental to the development and creation of the rules-based formula used in the EQM Brand Value Index.
James Gregory is the chairman of Tenet Partners, and a leading expert on brand. He is credited with developing strategies for measuring the power of brands and their impact on a corporation’s financial performance. Most notable of the tools that Jim has developed is the Tenet CoreBrand Index®. Jim is a frequent speaker on the topic of the financial benefits of communications and Brand management. Jim is also a founding member of the Marketing Accountability Standards Advisory Council (MASAC) and is a member of the Marketing Accountability Standards Board (MASB), where he is the co-chair of the Improving Financial Reporting Committee. Jim has written five books on creating value with brands: Marketing Corporate Image, Leveraging the Corporate Brand, Branding Across Borders, and The Best of Branding. His latest book is entitled Powerhouse – The Secrets of Corporate Branding.
Michael J. Venuto
Michael Venuto is Managing Director of Tidal Growth Consultants and Co-Founder and Chief Investment Officer of Toroso Investments, LLC. Previously, he was Head of Investments at Global X Funds where he provided portfolio optimization services to institutional clients. Before that, he was SVP at Horizon Kinetics where he was instrumental in the establishment of multiple strategic investments and partnerships related to ETFs, Exchanges and Indexation. Most recently he is behind the launch of the Toroso ETF Industry Index, which measures and monitors the performance of publicly traded companies that derive revenue from the Exchange Traded Funds ecosystem. In 2014, Michael was chosen as one the ETF.COM All Stars for his research and is often quoted as an ETF expert in publications such as Reuters and Barron’s.
Phil Bak is CEO of ACSI Funds & Exponential ETFs. He is widely regarded as an expert in the management, development and trading of Exchange Traded Funds (ETFs). Prior to joining ACSI, Mr. Bak was a Managing Director at the NYSE where he initiated market structure enhancements and worked with asset managers, regulators and liquidity providers to ensure a fair and orderly secondary market for ETFs. Mr. Bak drove the growth of the NYSE ETF listing business to 90% market share by AUM and over $2 Trillion in total assets for NYSE listed ETFs. Previously, he was Senior Product Manager for Guggenheim Investments where he developed alternative mutual funds and was the author of two patents on new and innovative ETF structures. Mr. Bak has a B.S. in Business Finance from Yeshiva University and is a Chartered Alternative Investment Analyst (CAIA).
EQM Capital, LLC (“EQM Capital”) is an investment adviser registered with the State of California. Additional information regarding EQM Capital can be found in EQM Capital’s Form ADV Part 2A which is available on the SEC’s web site at ww.adviserinfo.sec.gov. While under common ownership, EQM Capital does not control EQM Indexes, LLC.
EQM Indexes LLC is not affiliated with Brandometry, Tenet Partners, Tidal Growth Consultants, Toroso Investments, LLC, or ASCI Funds and Exponential ETFs.