Conferences, webinars, and trainings to gather and grow the **_RiskFirst_** advisor community

Events

Join Redwood's Head of Quantitative Investment Research, Michael Cheung, & Portfolio Manager, Richard Duff, as they explore the challenges and opportunities facing investors in today's market. This webinar will cover:
1) How industry inertia disrupts growth
2) What model risk is
3) Pitfalls to avoid when building investment portfolios

Live Webinar

Live April Webinar

Join Redwood as we explore the challenges and opportunities facing investors in today's market.

Michael is Redwood’s Head of Quantitative Research and leads development, implementation, and risk management of Redwood’s quantitative investment strategies. This includes the research, design, and ongoing maintenance of Redwood’s proprietary models and algorithms.

As Portfolio Manager, he works closely with the firm’s principals and investment team to oversee the live execution and portfolio management of Redwood’s tactical risk-managed fixed-income and equity mutual funds, LeaderShares ETFs, and Dynamic/Engineered Risk-Budgeted Models (DRB/ERB), representing more than $2 billion in assets.

Michael brings 12 years of direct experience in capital markets: equities, fixed income, derivatives, global macro, market microstructure, and quantitative research and execution.

Prior to joining Redwood in 2013, Michael worked as a head trader on a global equities trading desk and led a team specializing in algorithmic statistical arbitrage strategies that traded across multiple asset classes. He was a proprietary quantitative systematic trader at Agoge Capital and began his investment career at PIMCO. He studied quantitative economics and mathematics at the University of California, Irvine.

Richard Duff oversees Redwood’s investment solutions from initial ideation to final implementation and risk management. He is responsible for implementing the RiskFirst process across asset classes and serves as the portfolio manager for Redwood AlphaFactor and LeaderShares mutual funds and ETFs.

As Portfolio Manager, Richard directs the firm’s equity strategies, investment rules, and credit research, ensuring that portfolio construction aligns with the firm’s research and strategy objectives. He oversees Redwood’s strategic and tactical asset allocation policy implemented in the Dynamic/Engineered Risk-Budgeted Model asset allocation portfolios, representing more than $2 billion in assets under management.

Across more than two decades of senior investment management experience, Richard has led investment strategy and direction for large and small firms, with responsibility for security selection, exposure management, asset allocation positioning, process implementation, distribution teams, and framework engineering for a wide spectrum of investment management solutions.

Prior to Redwood, he joined BlackRock as a Managing Director, serving as a member of the Equity Operating Committee and the AMG Executive Team. At BlackRock, Richard managed a 100-member team with a nine-figure P&L, turned around the firm’s closed-end fund franchise – including the successful launch of BlackRock’s first equity strategy closed-end funds – and led the integration of the largest retained group in BlackRock’s first investment management firm acquisition. His institutional experience includes leadership at JMP Group and OMT Capital management, where he delivered long/short and concentrated long-only equity solutions to institutional clients around the globe, including some of the largest public pension plans in the U.S.

Richard began his career as a Senior Investment Officer at Pacific Income Advisers where he was a member of the equity strategy team utilizing quantitative screening in equity portfolio management, with an AUM of more than $1 billion. Richard received his BA from the University of California, Berkeley, attended Washington and Lee University, School of Law and received his JD from the University of San Francisco, School of Law.

Redwood is joining the largest gathering of CFP® professionals in the U.S. at the FPA Annual Conference 2022. Learn and share best practices to achieve greater business success, hear from some of the profession’s most preeminent thought leaders, and learn about the latest tools and services that can help your business.

Come visit us at booth #40, where our team will review your practice and determine how the proven three-step RiskFirst® process can enhance client satisfaction. Learn how setting achievable expectations in three simple steps can help you scale your business, while enabling you to service and retain happy clients.

Seattle | WA

FPA Annual Conference 2022

Come visit us at booth 40 to learn how setting achievable expectations in three simple steps can help you scale your business, while enabling you to service and retain happy clients.

Conner is the Head Advisor Analyst at Redwood Investment Management. In this role, he is responsible for developing, managing, and leading Redwood’s advisor analyst team.

Conner has experience helping financial advisors implement Redwood’s 3-Step **_RiskFirst_** process to drive better investor outcomes and enhanced client satisfaction.

Conner earned a B.S. in Economics and Supply Chain Management from Barrett the Honors College at the W.P. Carey School of Business at Arizona State University. As a student-athlete on the wrestling team at Arizona State University, Conner and his team were two time PAC-12 champions.

Redwood will host qualified advisors in Scottsdale to evaluate our turnkey approach to enhance client satisfaction and accelerate growth.
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We cover every step in your growth journey, from introduction to implementation, including transition support services, tools, and best practices. The RiskFirst process redefines the client conversation around real, achievable investment expectations. Because when clients are aligned with their investment goals, it doesn’t build just credibility and trust – it builds your business.
>
Talk to an Advisor Analyst and reserve your spot today!

Growth-minded advisors – learn how _RiskFirst_ adopters average an AUM growth of 28%*, compared to the 8% industry average.

Redwood HQ | Scottsdale, AZ

_RiskFirst_ Growth Workshop

Learn how **_RiskFirst_** adopters average an AUM growth of 28%, compared to the 8% industry average.*

Michael Messinger founded Redwood in 2010 as a money management firm rooted in quantitative research with a RiskFirst philosophy.

As Portfolio Manager, he oversees the construction, implementation and live risk management of Redwood’s U.S. equity and fixed-income strategies and funds, representing more than $2 billion in assets under management. He specializes in credit research, trading, and oversight of the firm’s RiskFirst investment process, buy-list, and portfolio compositions.

Michael directs Redwood’s tactical risk-managed and strategic asset allocation policy. He oversees the firm’s scope of client solutions, ensuring that Redwood delivers its risk-adjusted investment capabilities from multi-asset-class vehicles to ETFs.

With over 15 years of investment experience, Michael has expanded Redwood’s capabilities into tactical and strategic beta investment solutions that include AlphaFactor equity strategies, LeaderShares ETFs, and Dynamic/Engineered Risk-Budgeted Model asset allocation portfolios.

After close collaboration with investors and “allocators” in the leveraged finance ecosystem, he developed the initial Tactical High-Yield strategy, Defensive Credit. That research foundation helped launch the Redwood Managed Risk Plus L.P. hedge fund, the Multi-Sector Managed Risk strategy, and the Systematic Macro Trend (SMarT) strategy – and facilitated the implementation of strategies in mutual funds that have been awarded 5 Stars by Morningstar.

Prior to founding Redwood Investment Management, Michael worked for Riversource Investments (now known as Columbia Management), as well as ING, and began his career as an Analyst at UBS. He received his B.S. in Finance from the University of Arizona in Tucson.

Join Redwood at LPL's conference in Park City. Build a shared understanding of the current financial landscape, latest financial institution industry news, and best practices for business growth and retention.

Pendry Park City

LPL Credit Union Executive

 We're excited to meet growth-minded advisors and celebrate your practice success out in Park City.

Richard Duff oversees Redwood’s investment solutions from initial ideation to final implementation and risk management. He is responsible for implementing the RiskFirst process across asset classes and serves as the portfolio manager for Redwood AlphaFactor and LeaderShares mutual funds and ETFs.

As Portfolio Manager, Richard directs the firm’s equity strategies, investment rules, and credit research, ensuring that portfolio construction aligns with the firm’s research and strategy objectives. He oversees Redwood’s strategic and tactical asset allocation policy implemented in the Dynamic/Engineered Risk-Budgeted Model asset allocation portfolios, representing more than $2 billion in assets under management.

Across more than two decades of senior investment management experience, Richard has led investment strategy and direction for large and small firms, with responsibility for security selection, exposure management, asset allocation positioning, process implementation, distribution teams, and framework engineering for a wide spectrum of investment management solutions.

Prior to Redwood, he joined BlackRock as a Managing Director, serving as a member of the Equity Operating Committee and the AMG Executive Team. At BlackRock, Richard managed a 100-member team with a nine-figure P&L, turned around the firm’s closed-end fund franchise – including the successful launch of BlackRock’s first equity strategy closed-end funds – and led the integration of the largest retained group in BlackRock’s first investment management firm acquisition. His institutional experience includes leadership at JMP Group and OMT Capital management, where he delivered long/short and concentrated long-only equity solutions to institutional clients around the globe, including some of the largest public pension plans in the U.S.

Richard began his career as a Senior Investment Officer at Pacific Income Advisers where he was a member of the equity strategy team utilizing quantitative screening in equity portfolio management, with an AUM of more than $1 billion. Richard received his BA from the University of California, Berkeley, attended Washington and Lee University, School of Law and received his JD from the University of San Francisco, School of Law.


Conner is the Head Advisor Analyst at Redwood Investment Management. In this role, he is responsible for developing, managing, and leading Redwood’s advisor analyst team.

Conner has experience helping financial advisors implement Redwood’s 3-Step RiskFirst process to drive better investor outcomes and enhanced client satisfaction.

Conner earned a B.S. in Economics and Supply Chain Management from Barrett the Honors College at the W.P. Carey School of Business at Arizona State University. As a student-athlete on the wrestling team at Arizona State University, Conner and his team were two time PAC-12 champions.

Join Redwood at Ed Slott's Elite IRA Advisor Group Workshop at Caesars Palace. Tackle the latest IRA and tax law updates, network with like-minded financial professionals, and receive expert technical and marketing information from the nation’s top financial minds.

Caesars Palace

Ed Slott’s Elite IRA Advisor Group Workshop

 We're excited to meet growth-minded advisors and celebrate your practice success out in Las Vegas.

Redwood will host qualified advisors in Scottsdale to evaluate our turnkey approach to enhance client satisfaction and accelerate growth. 
>
We cover every step in your growth journey, from introduction to implementation, including transition support services, tools, and best practices. The **_RiskFirst_** process redefines the client conversation around real, achievable investment expectations. Because when clients are aligned with their investment goals, it doesn’t build just credibility and trust – it builds your business. 
>
Talk to an Advisor Analyst and reserve your spot today!

Growth Focus

Process Review

Advisor Education

Client Materials

Michael Messinger founded Redwood in 2010 as a money management firm rooted in quantitative research with a **_RiskFirst_** philosophy.

As Portfolio Manager, he oversees the construction, implementation and live risk management of Redwood’s U.S. equity and fixed-income strategies and funds, representing more than $2 billion in assets under management. He specializes in credit research, trading, and oversight of the firm’s **_RiskFirst_** investment process, buy-list, and portfolio compositions.

Michael directs Redwood’s tactical risk-managed and strategic asset allocation policy. He oversees the firm’s scope of client solutions, ensuring that Redwood delivers its risk-adjusted investment capabilities from multi-asset-class vehicles to ETFs.

With over 15 years of investment experience, Michael has expanded Redwood’s capabilities into tactical and strategic beta investment solutions that include _AlphaFactor_ equity strategies, _LeaderShares_ ETFs, and Dynamic/Engineered Risk-Budgeted Model asset allocation portfolios.

After close collaboration with investors and “allocators” in the leveraged finance ecosystem, he developed the initial Tactical High-Yield strategy, Defensive Credit. That research foundation helped launch the Redwood Managed Risk Plus L.P. hedge fund, the Multi-Sector Managed Risk strategy, and the Systematic Macro Trend (_SMarT_) strategy – and facilitated the implementation of strategies in mutual funds that have been awarded 5 Stars by Morningstar.

Prior to founding Redwood Investment Management, Michael worked for Riversource Investments (now known as Columbia Management), as well as ING, and began his career as an Analyst at UBS. He received his B.S. in Finance from the University of Arizona in Tucson.

Richard Duff oversees Redwood’s investment solutions from initial ideation to final implementation and risk management. He is responsible for implementing the **_RiskFirst_** process across asset classes and serves as the portfolio manager for Redwood _AlphaFactor_ and _LeaderShares_ mutual funds and ETFs.

As Portfolio Manager, Richard directs the firm’s equity strategies, investment rules, and credit research, ensuring that portfolio construction aligns with the firm’s research and strategy objectives. He oversees Redwood’s strategic and tactical asset allocation policy implemented in the Dynamic/Engineered Risk-Budgeted Model asset allocation portfolios, representing more than $2 billion in assets under management.

Across more than two decades of senior investment management experience, Richard has led investment strategy and direction for large and small firms, with responsibility for security selection, exposure management, asset allocation positioning, process implementation, distribution teams, and framework engineering for a wide spectrum of investment management solutions.

Prior to Redwood, he joined BlackRock as a Managing Director, serving as a member of the Equity Operating Committee and the AMG Executive Team. At BlackRock, Richard managed a 100-member team with a nine-figure P&amp;L, turned around the firm’s closed-end fund franchise – including the successful launch of BlackRock’s first equity strategy closed-end funds – and led the integration of the largest retained group in BlackRock’s first investment management firm acquisition. His institutional experience includes leadership at JMP Group and OMT Capital management, where he delivered long/short and concentrated long-only equity solutions to institutional clients around the globe, including some of the largest public pension plans in the U.S.

Richard began his career as a Senior Investment Officer at Pacific Income Advisers where he was a member of the equity strategy team utilizing quantitative screening in equity portfolio management, with an AUM of more than $1 billion. Richard received his BA from the University of California, Berkeley, attended Washington and Lee University, School of Law and received his JD from the University of San Francisco, School of Law.

Michael is Redwood’s Head of Quantitative Research and leads development, implementation, and risk management of Redwood’s quantitative investment strategies. This includes the research, design, and ongoing maintenance of Redwood’s proprietary models and algorithms.

As Portfolio Manager, he works closely with the firm’s principals and investment team to oversee the live execution and portfolio management of Redwood’s tactical risk-managed fixed-income and equity mutual funds, _LeaderShares_ ETFs, and Dynamic/Engineered Risk-Budgeted Models (DRB/ERB), representing more than $2 billion in assets.

Michael brings 12 years of direct experience in capital markets: equities, fixed income, derivatives, global macro, market microstructure, and quantitative research and execution.

Prior to joining Redwood in 2013, Michael worked as a head trader on a global equities trading desk and led a team specializing in algorithmic statistical arbitrage strategies that traded across multiple asset classes. He was a proprietary quantitative systematic trader at Agoge Capital and began his investment career at PIMCO. He studied quantitative economics and mathematics at the University of California, Irvine.

Redwood is gathering planning-focused advisors to share best practices for achieving business growth through clear, defined expectations. 
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Join the community of **_RiskFirst_** partners in enjoying the benefits of a streamlined process that has clients sending their advisors thank-you cards.

Pendry Hotel | Chicago, IL

_RiskFirst_ Roadshow

Conference topics include client onboarding, ongoing communication, service differentiation, and more. Sessions blend group learning and individual coaching.