Rydex SGI portfolio strategists are heavily involved in product development, distribution and sales within the investment marketplace. They are often called upon to educate financial advisors on the use of the funds or to provide high-level industry expertise on the topics of asset allocation, alternative strategies, target beta and other investing strategies.
Sanjay Yodh
Managing Director, Alternative Strategies
Sanjay is a senior member of Rydex SGI’s investment committee and provides strategic leadership in product development, marketing and distribution of the firm’s alternative product line. His responsibilities encompass the full breadth of the firm’s alternative products, including shaping the firm’s alternative investment product suite, conceptualizing and launching new alternative investment products and introducing institutional-style strategies to the retail marketplace. Sanjay is frequently called upon to provide industry expertise on the topics of asset allocation, alternative strategies, marketing and distribution strategy. Prior to his role at Rydex SGI, Sanjay was managing director at Deutsche Bank, where he held senior positions across the mutual fund, sub-advisory and institutional platforms and served as the head of business development for
Deutsche Bank’s Global Insurance Asset Management Division. He has also worked at JP Morgan in both London and New York as an investment specialist working with defined contribution and defined benefit clients, advising them on investment strategies and providing asset allocation services. Sanjay holds a bachelor’s of science degree in industrial engineering from the New Jersey Institute of Technology. He holds his FINRA series 3, 7, 24 and 63 licenses
Carl Resnick
Managing Director, Portfolio Strategist
Carl provides strategic guidance with respect to product management, new business development and product-line profitability within the institutional marketplace. In this role, Carl is responsible for developing, marketing and positioning the firm’s asset allocation and target beta fund line up, as well as training key sales personnel on the use of the funds. With more than 17 years of experience in the financial services industry, Carl is frequently called upon to provide industry expertise on the topics of asset allocation, ETF investment strategies and marketing and distribution strategy. Prior to his current role, Carl served as National Sales Manager of ETF and Institutional sales, where he was responsible for managing ETF distribution resources throughout the firm. Carl began his career as a variable trust wholesaler, where he managed the sales of variable trust funds and variable annuity partnerships. Before joining the firm, he worked in several capacities at Fidelity Investments. He received a bachelor’s degree in business from Austin College in Texas and an MBA from The University of Dallas and holds FINRA series 6, 7, 24 and 63 licenses.
Jon Conner
Managing Director, Portfolio Strategist
As the managing director of Rydex SGI’s fundamental alpha strategies, Jon provides strategic guidance with respect to product development, distribution and sales within the institutional marketplace. In this role, Jon is also responsible for developing, marketing and positioning the firm’s fundamental alpha strategy and training key sales personnel on the use of the funds. Jon brings to the company more than 15 years of experience in providing asset management and equity research sales to institutional money managers and is frequently called upon to provide high-level industry expertise on the topics of global and domestic investment strategies. Jon joined the firm from BNP Paribas where he served as a director in research sales. Prior to his role at BNP Paribas, Jon spent several years with Credit Suisse both in San Francisco and in Hong Kong where he managed the assets of corporations, endowments and foundations as a director in the Credit Suisse Private Banking Group. Jon launched his investment career in Hong Kong in 1994 with W.I. Carr where he provided institutional research sales coverage of all Asian markets to regional portfolio managers and has worked as an equities trader specializing in India, Pakistan, Bangladesh and Sri Lanka. Jon graduated from the University of California-Berkeley with a bachelor of arts degree in Rhetoric. He currently holds the FINRA series 7 and 63 licenses.
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