A New Era for Infrastructure: Building a Bigger, More Sustainable Future

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Speakers

Kieran Kirwan, CAIA
Director, Investment Strategy
ProShares

Kieran Kirwan joined ProShares in 2013 and currently serves as Director, Investment Strategy. His responsibilities include portfolio analysis, education, product research and development, and the presentation of investment strategies using the company’s ETFs.

Prior to joining ProShares, Mr. Kirwan served in a variety of roles during a 15-year tenure with Deutsche Asset & Wealth Management (Deutsche Bank). Most recently he was a Vice President, serving as lead investment specialist representing several strategies in the global equity, commodities, infrastructure and real estate asset classes to prospects and clients. Before that, Mr. Kirwan was Vice President, Product Strategy and Economics, responsible for the platform’s product profitability and distribution strategy initiatives, Vice President, Finance and Controlling Group, and an Associate Vice President with the Financial Reporting Group.

Mr. Kirwan earned a bachelor’s degree in accountancy from the University of Illinois at Urbana-Champaign, holds Series 7 and

63 FINRA registrations, and holds the Chartered Alternative Investment Analyst designation.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.

Scott Helfstein PhD
Executive Director, Thematic Investing
ProShares

Scott Helfstein, PhD, joined ProShares and ProFunds as Executive Director, Thematic Investing in 2020. He is responsible for product development, investment research, business strategy, and external engagement for the company’s expanding lineup of thematic ETFs. His work focuses on innovation and the evolving trends at the intersection of technological, economic and social disruption.

Prior to joining ProShares, Scott was Head of Thematic Portfolios and Co-Head of Market Research and Strategy at Morgan Stanley Wealth Management, launching the firm’s thematic research and portfolios and managing a team that provided global multi-asset investment advice. Scott earlier served as Senior Investment Strategist and Deputy to the Chief Market Strategist at BNY Mellon Investment Management, responsible for global macro, relative value, and political analysis. He also worked at the Federal Reserve Board of Governors and was an investment banker at Credit Suisse First Boston.

A leader outside of the financial industry as well, Scott is associated with the Business and National Security Program at Fordham’s Center for National Security, a Senior Fellow at the Center for Cyber and Homeland Security at Auburn University, and was Adjunct Scholar at the Modern War Institute at West Point. He served as the Director of Research at West Point’s Combating Terrorism Center and as Assistant Professor in the Department of Social Science at the United States Military Academy from 2008 to 2014. He has taught at numerous institutions, including Harvard, Yale, and National Defense University, and published in venues such as Harvard Business Review, Foreign Affairs, Bloomberg, and International Finance.

Scott holds a joint doctorate in public policy and political science from the University of Michigan, a master’s degree in war studies from King’s College, London, and a bachelor’s degree in finance from The George Washington University. He is a member of the Economic Club of New York and was a term/corporate member in the Council on Foreign Relations.

Troy Goldstein
Executive Director, Head of National Accounts- Moderator
ProShares

Troy Goldstein oversees the National Accounts Group for ProShares ETFs and ProFunds mutual funds. Before joining ProShares in 2011, he was Executive Director, Head of Portfolio Distribution Europe with UBS AG. Mr. Goldstein managed nearly 40 sales specialists across Europe focused on discretionary and non-discretionary fee-based portfolio solutions including mutual funds, ETFs and structured products. Before that, Mr. Goldstein was Executive Director, Head of the Investment Solution Sales Team, responsible for ETFs, ETF solutions, Funds, Separately Managed Accounts and UITs in UBS’s U.S. headquarters in Weehawken, NJ. Prior to that, Mr. Goldstein held two positions with UBS in Zurich, Switzerland. He served as Global Products & Marketing’s Head of Marketing & Communications managing new offerings and sales campaigns. Previously in Zurich, Mr. Goldstein was Head of Business Development for UBS International locations driving business growth across Asia, Europe and the U.S. Mr. Goldstein began his career in financial services as a Financial Advisor with PaineWebber, which later became UBS. Mr. Goldstein holds a Juris Doctor from Kensington University Law School and Bachelor’s Degree in business administration–financial management from California State University, Long Beach. Additionally, he has received his certificate of completion from the Securities Industry Institute at the University of Pennsylvania’s Wharton School.