Portfolio Manager, The Future Fund Active ETF
Gary Black is the managing partner and co-founder of The Future Fund LLC, an SEC registered investment advisor focused on investing in growth equities of companies that are changing the world. Gary has extensive experience spanning nearly 30 years in top management positions at some of the most well-respected global investment management firms.
As CEO of Aegon Asset Management, he oversaw $120 billion in assets, representing a third of Aegon´s assets and 50 percent of its profits. During his tenure, he created new proprietary investment strategies, expanded the real assets platform, leveraged the company´s solutions-based offerings, and directed the build-out of an ESG fixed income platform.Read More
In 2009, Gary launched and managed Black Capital, a top-performing fundamental-based global long/short equity firm with an eight-person investment team, raising $100 million AUM over three years. The firm was acquired by Calamos Investments in 2012, where Gary became Global Co-Chief Investment Officer. There, he launched two additional long/short equity strategies and served on the Calamos Board of Directors.
At Janus Capital Group, Gary was promoted to CEO, CIO and president after turning around investment performance and growing net flows to +$2 billion in 2008 from -$29 billion in 2004 after the tech bubble burst, market timing changes and the departure of Janus founder and CEO. Under his guidance, the Janus Research Fund and Janus Triton Fund were launched. He also served on the Janus Board of Directors.
Earlier in his career, he was named CIO at Goldman Sachs for the U.S. Asset Management Group and named to the firm´s Partnership Committee. His investment industry experience began at Sanford Bernstein in 1992 as Senior Research Analyst. Gary was rated #1 analyst in his sector by Institutional Investor All America Research Team for six consecutive years from 1993-1998, including his first year in the industry. At Bernstein, within five years he was promoted from Senior Research Analyst to Principal and then Shareholder. He later ran the firm´s global institutional business. In 2001, Bernstein was acquired by Alliance Capital.
Gary was awarded an M.B.A. from Harvard Business School and earned his B.S. in economics from The Wharton School of the University of Pennsylvania.
Gary has been featured in Barron´s and is frequently called upon by the financial press for his insights into the equity markets.
David P. Kalis, CFA
Portfolio Manager, The Future Fund Active ETF
David Kalis is the co-founder of The Future Fund LLC, an SEC registered investment advisor focused on investing in growth equities of companies that will be instrumental in changing the world.
In 2017, David founded Curvature Capital Management, LLC, a long/short equity hedge partnership focused on catalyst-driven global equities. Performance for the firm ranked in the top decile of long/short equity hedge funds. In early 2021, he rejoined Gary Black to found The Future Fund. The two had previously worked side-by-side at Calamos Investments.Read More
At Calamos, David headed the Growth Equity Strategies and was a co-portfolio manager. His team managed $6 billion in assets in mutual funds, institutional and separately managed strategies. While there, David restructured several strategies, including changes in philosophy, process, and personnel. As a result, the small-mid cap (SMID) growth strategy ranked in the top decile fund of performance among its peers during David´s tenure as lead manager. As part of his responsibilities, he managed complex relationships between clients, the public company board and the mutual fund board.
An entrepreneur, David founded and managed another long/short hedge fund partnership, Charis Capital Management LLC, focused on SMID-cap equities. This investment strategy was designed to exploit the inefficiencies of the SMID market. His performance ranked in the top decile of equity long/short equity hedge funds. Similarly, during his time at Northern Trust Asset Management (NTAM) in the role of SVP-Group Head of Small/MidCap Institutional Equities, the NTAM active equites mutual fund suite reached the top 10% in its peer group, up from the bottom 10% before he took over. The Mid Cap Growth strategy also achieved top quartile performance.
Earlier in his career, he joined Segall Bryant & Hamill at its founding. He served as a co-manager for both multi-cap and SMID-cap strategies, director of research, and member of the management group. There he was instrumental in developing the firm´s core investment philosophy and process, ushering the firm through a growth phase from $1.2 billion to $5 billion in assets under management. He established and managed the mid cap growth strategy growing it to more than $400 million AUM.
David is a Chartered Financial Analyst, awarded in 1994, and a member of the CFA Society of Chicago. He received a BA in Economics from the University of Michigan.
David has been featured in a wide range of financial publications and is frequently called upon by the press for his expertise.
Richard is the Managing Partner of BMS de-SPAC Opportunity Fund, an $11 million fund applying fundamental research to this badly beaten down and misunderstood universe.
Richard is also the Senior Managing Partner of Bindler Investment Group (BIG), which he founded in 2016. BIG invests in early-stage companies where strategic capital is needed, and opportunistically in real estate. To date, BIG has invested in more than 40 opportunities.Read More
He is an Advisory Board member for Cresset Capital, a $30 billion boutique family office with locations across the United States.
For nearly 30 years, Richard rose through the ranks at Bernstein Private Wealth Management. Here he held positions as a Financial Advisor, Managing Director, Senior Managing Director, and Chief Client Officer where he managed all client-facing personnel nationwide.
Richard is the Chair of the Chicago Advisory Board for Cahn Fellows, a position he has held since 2019. Cahn Fellows helps identify and develop top performing public school principals.
He earned an MBA, specializing in finance and marketing, from Boston University and a BS in business from the University of Florida.
Ross is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management with $2.2B under management and serving 10,000 clients.
Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. He has become an influential investor on social and in traditional media. His investment ideas and advice have made him a regular in global business news as well on many investment podcasts.Read More
The firm is focused on technology, clean energy and transportation, consumer discretionary, media, and entertainment companies. Gerber Kawasaki (GK) is a leader in Fintech innovation leveraging technology and social media.
GK is also a leader in providing investment advice for the younger generation through its Get Invested program. GK is the first major RIA to partner with Gemini and began offering Digital Assets to clients in April 2021. Ross is an expert in online marketing and social media as well as a co-developer of the company’s app for IOS, my-moneypage.
In 2008, the financial crisis caused the collapse of several major financial institutions and the government bailout of others, challenging the existing state of affairs within the financial industry. Navigating these trying times, Ross understood the importance of focusing on the client's best interest utilizing a modern and unbiased approach to serving the client community. In 2010, Ross and his business partner, Danilo Kawasaki, felt it was the opportune time to start their firm, Gerber Kawasaki Inc., aligned with this client-centric mission.
Ross received his BA in Communications from the Annenberg School at the University of Pennsylvania concentrating in Business Law at the Wharton School of Business, graduating class of 1993. Ross also received a second concentration in Classical Music Studies at the University of Pennsylvania and attended the Grove School of Music.
He is on the executive board and a past president of the Guardians of the Jewish Home in Los Angeles.
After completing international studies in London and Germany, Alexandra’s professional career in Finance began in 1991 in the Parisian trading room of Deutsche Bank. In 1992, she was promoted in 1992 to fund manager, responsible for the money market, bond and equity products.
From 1994 to 1997, she was the key advisor for Commerzbank, managing its two largest European investment funds. She joined Moody’s Investor Services in 1998 as Vice President/Senior Credit Officer responsible for all mutual fund ratings in Continental Europe. There she developed a methodology for open-ended real estate fund ratings.Read More
In 2004, Alexandra co-founded and managed Scope OEF GmbH, a firm that specialized in the analysis of open-ended funds, before founding additional companies in the South of France and the USA. In 2014 she established L&F Investor Services in Santa Barbara, California, providing business advice to investors worldwide.
Jeffrey Yu, MD
Dr. Jeffrey Yu is an entrepreneur and radiologist. He founded Kineticor, a biometric intelligence and medical device company dedicated to improving the quality of imaging where he still serves as Chief Executive Officer.
He is also founder, Chief Medical Officer and past Chief Technology Officer (CTO) of OneMedNet, a medical image transfer software company. During his career, he held the position of CTO of Queen’s Medical Center and was a member of the medical advisory boards at Cisco Systems and Change Healthcare.Read More
Jeffrey conducted magnetic resonance research at the Lucas Center Stanford University and is Board Certified in Radiology and Nuclear Medicine. He received his B.S. from the University of California Berkeley and M.D. from Wake Forest School of Medicine, completing a radiology residency and nuclear medicine fellowship at the Mallinckrodt Institute at Washington University.