Articles by Horizon Investments
ETF Portfolio Strategies
Robbie Cannon - President + CEO
Robbie Cannon is the president and CEO of Horizon Investments, LLC, which specializes in active asset allocation, risk mitigation and retirement income. During his tenure, which began in 1999, Horizon has grown from a small retail RIA firm to a billion dollar third-party investment management group with a national footprint of independent broker dealers and institutional clients. His career in finance began in 1994, and has encompassed various aspects of portfolio management including asset allocation, equity analysis and risk management. He graduated from Furman University and lives in Charlotte, NC.
Mr. Cannon is a national speaker on topics from asset allocation and risk management to market dynamics. He has led the firm to be nationally recognized for revenue growth.
Ron Saba - Senior Managing Director of Investment Management and CIO
With nearly 30 years of investment management experience, Ron Saba is the Chairman of Horizon's Investment Committee and is responsible for the management of all investment products at Horizon.
Prior to joining Horizon in 2009, Mr. Saba was Managing Partner and Chief Investment Officer of Charlotte Capital, LLC where he was lead portfolio manager for the firmÂ’s two institutional investment products. Prior to Charlotte Capital, Mr. Saba was a Portfolio Manager with Pioneer Investments. Before Pioneer he served as a Portfolio Manager and Analyst with Heartland Advisors, where the co-managed Heartland Value Plus Fund was recognized as highly ranked in 1997.
Mr. Saba regularly contributes to the financial media. He has appeared on CNBC and was featured in BarronÂ’s magazine. Mr. Saba holds a MBA from the University of Chicago Graduate School of Business and a BS in Business Administration from The Ohio State University
Kevin Blocker - Quantitative Strategist
Joining Horizon in 2001 as one of the original developers of Horizon's investment process, Mr. Blocker specializes in quantitative analysis and portfolio construction using traditional and alternative investment strategies. As a member of the firm's Investment Committee, Mr. Blocker is responsible for screening investment opportunities and portfolio optimization.
Scott Ladner - Director of Alternative Strategies
Mr. Ladner provides trading, risk management and quantitative expertise to several of the firm's strategies, with a particular emphasis on building Horizon's Risk Management suite of products, as well as its capabilities within the alternative and absolute return investment space. Prior to joining Horizon in 2010, Mr. Ladner was a founder of Charlotte Global Advisors and Principal Guard, LLC. Mr. Ladner helped to launch an equity index volatility and dispersion trading unit at PE?K6 Investments in Chicago, a proprietary listed option trading firm. Previously at First Union/Wachovia, Mr. Ladner founded and ran the $4 billion equity swap and forwards portfolio while also managing equity option and volatility portfolios. He also co-founded and managed the Risk Arbitrage and Special Situations portfolio. Mr. Ladner then managed the $300 billion notional swaption and cap/floor portion of the bank's interest rate derivatives portfolio.
Steven Clark - Senior Quantitative Analyst
Dr. Clark is an Associate Professor of Finance at UNC Charlotte where he conducts research in the areas of mathematical finance, derivative securities, asset pricing, and financial econometrics. As a consultant since 2007, his work at Horizon focuses on volatility forecasting models, dynamic factor models, and other quantitative methods with an emphasis toward the Quantitative investment team and toward the firmÂ’s Risk Management suite of products. He has a Ph.D. in Mathematical Sciences (with a concentration in applied probability and stochastic modeling) and a Ph.D. in Applied Economics (with a concentration in financial economics), both from Clemson University. He has been published in numerous scholarly journals including Review of Derivatives Research, Review of Futures Markets, Journal of Risk and Insurance, and Journal of Asset Management.
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