Jeff Sperling

About Jeff Sperling

Investment professional and consultant with extensive experience in all areas of capital markets and investment management - integrating cash, derivative, and alternative investments into traditional portfolios. 25+ years expertise in all asset classes - including domestic and international equity, rates, foreign exchange, commodities and alternative investments. Specialties: Expert in trading all types of securities with a heavy emphasis on technical and quantitative analysis. Researched and developed a multi-factor “smart beta” strategy for each asset class based on: 1. Relative Value, 2. Yield, 3. Growth, 4. Momentum. Factors are bespoke to the nuances of each asset class for vigilant selection and to enhance performance. Developed a hybrid, multi-factor strategy in 2010 as an overlay to optimize asset allocation and portfolio construction. The Raymond James & Associates employee is not acting in the capacity of a financial advisor and as such will not be effecting or attempting to effect transactions in securities or rendering personalized investment advice for compensation. Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Experience

1. Senior Vice President - Foreign Exchange

   Raymond James

   Sep 2016 — Present · New York, NY, US

   Analyzed trade execution platforms to determine the workflow of a new foreign exchange department within the Raymond James organization. Established Bloomberg’s FXGO platform as the liquidity aggregator to ensure best price execution. Developed a multi-factor “smart beta” analysis of all G10 and 18 emerging market currencies to determine the significance and core value of each currency vs. the USD. Quantitative analysis includes a four-tier approach; 1. Relative Value, 2. Growth, 3. Carry (yield differential), 4. Momentum.

Education

• Fordham Gabelli School of Business

  MBA, Finance, Information and Communication Systems

  1999 — 2002

Skills

• Derivatives
• Exotic Derivatives
• Investments
• Swaps
• Structured Products
• Alternative Investments
• Equities
• Commodity
• Interest Rate Derivatives
• Structured Finance
• Portfolio Management
• Emerging Markets
• Finance
• Wealth Management
• Options
• Asset Management
• Capital Markets
• Fixed Income
• Trading
• Fx Options
• Bonds