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Peter Chiappinelli, CFA, CAIA — Partner & Chief Investment Officer · Ballentine Partners · Greater Boston.
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About
Chief Investment Officer for Ballentine Partners, with $25 billion in assets under advisement. Contact: [email protected]
Chartered Financial Analyst (CFA) Chartered Alternative Investment Analyst (CAIA)
Investment professional, with over 30 years experience in the capital markets and the asset/ wealth management industry. "I have many leather-bound books and my apartment smells like rich mahogany. "
Presentations and financial press: - CNBC Documentary, "When Will The Market Bubble Pop? ", Jeremy Grantham, Richard Bernstein, and I are featured - "The Best Investment Writing: Selected Writing from Leading Investors and Authors," Vol. 5, by Meb Faber. Peter Chiappinelli, GMO: "The Passive Aggressive Agg, Revisited" - Grant's Current Yield Podcast, featured interview. - Chuck Jaffe's MoneyLife Podcast. - Grant's Investor Conference, The Passive Aggressive Agg - CFA Society of Washington DC: Alternatives...Because What's The Alternative? - CFA Society Miami: Why Alternatives and Why Now? - CFA Society Ottawa: The GMO Forecasts: What Do the "Slopes" Tell Us? - CFA Society of Cleveland. Everything I Know About Investing I Learned In Kindergarten - CFA Society of Iowa: Common Myths: the Trying, The Troubling, and the Tragic - Grant's Interest Rate Observer: Interviewed by James Grant - New York Times, article about dangers of bonds, by Carla Fried - Wall Street Journal: "Who Ate Joe's Retirement Money: Sequence Risk and Its Insidious Drag On Retirement Wealth" - Ameriprise National Conference. Everything I Know About Investing I Learned In Kindergarten - AdvisorOne Publications Webinar: An Alternative Take on Alternatives: Beware the Three Boogeymen of Hedge Funds - Raymond James National Congress: "Alternative Assets vs. Alternative Thinking"' - "The Contrarian Credo: If You Want a Friend, Get a Dog. If You Want To Make Money, Hire A Contrarian," presented at numerous investment management conferences around the country - Money Magazine: "Missing the Forest For the Trees: For Decades, DC Plan Sponsors Have Been Focusing On The Wrong Design Components of Their Plan"
Experience
Partner & Chief Investment OfficerCurrent
Ballentine Partners, LLC · Waltham, Massachusetts, United States
Mar 2023 – Present
Chief Investment Officer for an independent RIA/Multi Family Office with $15 billion under management and over $25 billion under advisement.
Senior Portfolio Strategist, GMO Asset Allocation, CFA, CAIA
GMO · Boston, MA
Jan 2010 – Jan 2022
Senior Portfolio Strategist on Jeremy Grantham's and Ben Inker's Asset Allocation team · Senior member of team which managed $60 billion (more than half of firm AUM) · Part of the team responsible for research, portfolio construction input, and product management of the suite of dynamic asset allocation solutions --- from multi-asset class (MAC) to absolute return-oriented funds · Conduct client portfolio reviews in all channels: DB, DC, E&F, Retail/HNW/Family Office, RIA, and Consultants, in the US, Canada, Europe, Asia, and Australia. · Represent GMO in finals presentations, consultant presentations, webcasts, business television, broker/advisor meetings, audio-conferences, industry conferences, and financial press. · Conduct seminars for investment boards on matters related to asset allocation, alternative investments, and topics related to broad investment strategy including risk-parity, LDI, endowment models, etc. - Chosen as Lead for our largest strategic partners (Fortune 50 firms) · Led GMO’s efforts in new absolute return strategy in retail/sub-advisory channel in 2012, raising $12 billion, one of GMO's most successful launches. Nominated by Institutional Investor for Sales Success of the Year Award. · Public speaker at national conferences and CFA keynote addresses in the US and Canada: The Contrarian Credo; Alternative Assets vs. Alternative Thinking; Common Myths: The Trying, The Troubling, and The Tragic; Everything I Know About Investing I Learned in Kindergarten; Beware the Wu Wei of Passive Bond Indexing; Why Alternatives and Why Now? · Featured pieces in The Wall Street Journal, NY Times, Grant's Interest Rate Observer, Bloomberg, Investment News, Advisor Perspectives, Seeking Alpha, Marketwatch, LA Forum, CFA Society publications, and international publications in The Netherlands, the UK, and Asia - Featured in Faber's book, "The Best Investment Writing: Selected writing from leading investors and authors"
Education
Skills
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