The Finance Breakfast is an opportunity for alumni to gather to discuss investment themes and thought leadership.  


Eaton Vance Management
2 International Place
Boston, Massachusetts

Event Details

Chicago Booth Finance Breakfast Series hosted by NextShares Solutions, a wholly-owned subsidiary of Eaton Vance Corp., with Marc Moran, a Chicago Booth School Alumni and Director of Investment Analytics & Risk Management at Eaton Vance Management.

Our host, Marc Moran will discuss his research into the avoidable structural costs of actively managed mutual funds. (See whitepaper, downloadable at

Stephen Clarke, President of NextShares Solutions will discuss the anticipated NextSharesTM, exchange-traded managed fund structure -- a new type of actively managed exchange-traded product. NextShares are designed to seek the performance advantages and tax efficiencies of ETFs while protecting confidential fund portfolio trading information.


No Charge


Register Online

Deadline: 1/27/2016

Speaker Profiles

Marc Moran (Speaker) '02
Director of Investment Analytics & Risk Management, Eaton Vance Management

Marc Moran is a vice president of Eaton Vance Management and director of investment analytics and risk measurement on Eaton Vance's fixed-income team. He is a member of the trade management committee and risk management committee. He joined Eaton Vance in 2004. Marc began his career in the investment management industry in 2001. Before joining Eaton Vance, he was a portfolio risk officer at John Hancock Financial Services and a technology licensing engineer with Raytheon Corp.

Marc earned a B.S., with high honors, from Worcester Polytechnic Institute, an M.S. from MIT and an MBA from the University of Chicago Booth School of Business.

Stephen Clarke (Speaker)
President of NextShares Solutions LLC, NextShares Solutions LLC, a wholly owned subsidiary of Eaton Vance Corp.

Stephen is responsible for leading and managing the development of net asset value (NAV)-based trading and NextShares™. Before joining Eaton Vance, Stephen was a senior vice president of Old Mutual Asset Management, where he was responsible for overseeing a portfolio of institutional and alternative investment management affiliates. He previously served as an officer at United Asset Management, prior to its acquisition by Old Mutual. Earlier in his career, he held assurance, consulting, business development and client service positions at Coopers & Lybrand, the Berkshire Companies and Putnam Investments. Stephen is a graduate of the University of Massachusetts and holds an MBA from the Wharton School at the University of Pennsylvania.


Brian Albert, '09 
Director, Hancock Capital Management