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2014 Hall of Fame

arledgeVice Chairman and Chief Executive Officer of Investment Management

BNY Mellon

Curtis Arledge is Vice Chairman of BNY Mellon and Chief Executive Officer of Investment Management, which includes the company's asset management and wealth management businesses. Additionally, Curtis is a member of BNY Mellon's Executive Committee, which is the senior-most governing body of the corporation.

Prior to joining BNY Mellon in November 2010, Curtis was the chief investment officer for fundamental fixed income portfolios at BlackRock, Inc. He joined BlackRock from Wachovia Corporation, where he was the global head of the fixed income division within the bank's corporate and investment banking group. He spent 12 years of his career at Wachovia, and had oversight for various business lines in the U.S., Europe and Asia, including leveraged finance, investment grade, global rates, structured products, corporate loan and commercial real estate portfolios, and financial institutions investment banking.

From 1993 to 1996, Curtis was a founding member of Mariner Investment Group, specializing in fixed income arbitrage trading. From 1988 to 1993, he was a fixed income portfolio manager at BlackRock. A graduate of Princeton University, Curtis began his career as an analyst with Salomon Brothers in 1987.

Curtis is a member of the U.S. Treasury Department's Treasury Borrowing Advisory Committee. He also serves as a director of Autism Speaks, the largest autism science and advocacy organization in the U.S.

BNY Mellon Asset Management is a leading global asset manager and in the top 10 in the U.S., with $1.6 trillion in assets under management. It is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. Each investment management firm has its own proprietary investment processes, and focused investment approaches for specific markets and/or asset classes. Collectively, BNY Mellon Asset Management's boutiques represent a great breadth and depth of expertise in virtually every major asset class and sector.

BNY Mellon Wealth Management, which ranks among the top 10 U.S. wealth managers with total client assets of more than $185 billion, provides wealth planning, investment management and banking services to individuals and families, family offices, and charitable gift programs through offices in 18 states and four countries.

BNY Mellon is the corporate brand of The Bank of New York Mellon.

joyce chang2Global Head of Research

J.P. Morgan

Joyce Chang is Global Head of Research and a member of the management committee for J.P. Morgan's Corporate & Investment Bank. J.P. Morgan's award-winning Global Research provides clients with informed views and actionable ideas on economic indicators, markets and companies around the world. The firm's research provide macro and strategic analysis covers all asset classes, including equities, fixed income, rates, foreign exchange, emerging markets and indices. J.P. Morgan's 950 research strategists and economists are located in 26 countries, covering more than 4,500 corporations and banks worldwide.

J.P. Morgan holds top industry research rankings from Institutional Investor, Euromoney, Bloomberg, Reuters and Greenwich Associates. J.P. Morgan has ranked #1 for U.S. equity and fixed income research and European fixed income research for the past four consecutive years in Institutional Investor's research surveys. Joyce has held top individual rankings in industry surveys, including Institutional Investor, for Emerging Markets sovereign and strategy research since the mid-1990s.
Prior to joining JPMorgan in 1999, Joyce was a Managing Director at Merrill Lynch and Salomon Brothers, where she worked for a decade specializing in Emerging Markets fixed income research. Before working on Wall Street, Joyce worked for the U.S. Agency for International Development in the Philippines, Jordan and India.

She is a member of the Council on Foreign Relations and the Inter-American Dialogue and serves on the Board of Directors of Trickle Up and Girls Inc. She is also on the steering committee of J.P. Morgan's Investment Bank Women's Network, focusing on Technical Skills development.

She has been named as one of Top 25 Most Powerful Women in Finance by American Banker for the past two consecutive years and recognized by the Wall Street Journal (Top 50 Women to Watch), Newsweek (Women Leading the Way) , Crain's Business New York (40 Under 40), the Asian American Business Development Council (Outstanding 50 Asian Americans in Business) and the Women's Bond Club (Annual Merit Award). In 2014, she received Columbia College's John Jay Award for distinguished professional achievement.

She received her Bachelor's of Arts from Columbia University and Master of Public Affairs from the Woodrow Wilson School at Princeton University.

markowitz pictureAdjunct Professor of Finance

University of California, San Diego, Rady School of Management

Dr. Markowitz has applied computer and mathematical techniques to various practical decision making areas.  In finance: in an article in 1952 and a book in 1959 he presented what is now referred to as MPT, “modern portfolio theory.”  This has become a standard topic in college courses and texts on investments, and is widely used by institutional investors and financial advisors for asset allocation, risk control and attribution analysis.  In other areas: Dr. Markowitz developed “sparse matrix” techniques for solving very large mathematical optimization problems.  These techniques are now standard in production software for optimization programs.  Dr. Markowitz also designed and supervised the development of the SIMSCRIPT programming language.  SIMSCRIPT has been widely used for programming computer simulations of systems like factories, transportation systems and communication networks. 

In 1989 Dr. Markowitz received The John von Neumann Award from the Operations Research Society of America for his work in portfolio theory, sparse matrix techniques and SIMSCRIPT.  In 1990 he shared The Nobel Prize in Economics for his work on portfolio theory. Dr. Markowitz is the principal of Harry Markowitz Company (contact: ). He is also an adjunct professor at the Rady School of Management, UCSD.

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