Ativo Capital

Rigorous Thinking


Financial and economic commentary reflecting Ativo’s world view:

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Patricia Halper

Friday, May 22, 2020

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Patricia (Trish) has more than twenty years of experience in the institutional asset management industry.  She brings extensive expertise in quantitative equity investing, alpha and risk modeling, as well as experience interacting with a wide array of institutional investors. Ms. Halper was formerly the Chief Investment Officer of Equities at Chicago Equity Partners where she oversaw all equity products, as well as the equity portfolio management and quantitative research groups. Initially, she was a member of the quantitative research team. Previously, she worked at the institutional futures sales desk at Paine Webber. Ms. Halper was named one of Crain’s Notable Women in…

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Philip Halpern

Monday, April 27, 2015

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Philip Halpern has been engaged as Chief Investment Officer (“CIO”) of large institutional portfolios for over twenty years — including for the endowments of The University of Chicago and Caltech, and The Washington State Investment Board and J.C. Penney Co. pension plans. Mr. Halpern is a National Association of Corporate Directors (“NACD”) Fellow, and currently serves on the Board or Advisory Board of DWS RREEF America REIT II (Audit Committee Chairman), Edgeline Capital Partners, and Nations Builders Insurance Services, in addition to Ativo. Previously he also has served as board trustee for Boston Advisors, Duet India Hotels and M…

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Kristine L. Ford

Wednesday, December 11, 2013

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Ms. Ford has more than 35 years of experience in investment consulting, investment management, and financial services. Ms. Ford has been a frequent speaker at many investment industry conferences and a university guest lecturer. In 2010, Ms. Ford retired as a principal of Ennis Knupp and Associates, Inc. (Ennis Knupp, currently known as Hewitt EnnisKnupp, Inc., an affiliate of the Aon Company), where she served as a senior consultant managing numerous engagements. She also served as the leader of Ennis Knupp’s Emerging Manager Advisory Council, was a member of the global equity research group, and assisted the private equity,…

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Professor Robert Z. Aliber

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Professor Aliber received his Ph.D. degree from Yale University in 1962 and undergraduate degrees from Williams College and Cambridge University. He joined the faculty of the Graduate School of Business at the University of Chicago in 1965 and retired in 2004 as Professor of International Economics and Finance. Prior to joining the Chicago faculty, Professor Aliber was Senior Economic Advisor, Agency for International Development, Department of State. Professor Aliber has written extensively about international financial issues, including changes in cross-border capital flows, changes in currency values, and the efficiency of the currency market. His publications include The New International Money Game; The…

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