Presenter

Michael P. O’Keeffe

Head of Investment Management and Guidance, Merrill Lynch

Michael P. O’Keeffe, CFA currently heads Investment Management and Guidance, leading the following key functions for Merrill Lynch: investment manager and mutual fund due diligence; investment management activities in fee-based offerings such as MFA; investment consulting services; and investment guidance for Financial Advisors. Prior to joining Merrill Lynch, Mr. O’Keeffe spent 18 years at Wilshire Associates. He conceptualized, launched and managed Wilshire’s Funds Management Group, a multi-manager investment management business. In addition, Mr. O’Keeffe was the primary architect of Wilshire’s investment manager due diligence and research process, including the development and management of Wilshire’s Manager Research Group, He and his team developed extensive knowledge of leading investment management organizations and products, and conducted numerous “best practices” studies of investment management organizations. Mr. O’Keefe received a B.A. in Mathematical Statistics from Pomona College and an M.A. in Operations Research from Claremont Graduate School. He also holds the Chartered Financial Analyst designation.

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