Sandip Bhagat

Chief Investment Officer at Whittier Trust

Sandip is the Chief Investment Officer at Whittier Trust. He is responsible for Whittier Trust’s investment policies, strategies and research across traditional and alternative asset classes.

Sandip has over 25 years of portfolio management, research and trading experience in equities, asset allocation, alternatives, derivatives and multi-asset class investment solutions. 

Prior to joining Whittier Trust Sandip was global head of equities at Vanguard where he had responsibility for all passive, ETF and active equity portfolios and alternatives strategies managed by the Vanguard Equity Investment Group. Before joining Vanguard in 2009, he was a Managing Director and head of global asset allocation and systematic strategies at Morgan Stanley Investment Management. 

Sandip began his career in 1987 at Travelers Investment Management Company and eventually became its Chief Investment Officer. Prior to 2004, Sandip was a Managing Director at Citigroup Asset Management and served in several senior roles across its multiple business units and predecessor organizations. 

Sandip received his Bachelor of Science in Chemical Engineering degree from the University of Bombay, his Masters of Science in Chemical Engineering and his MBA from the University of Connecticut. He is a CFA® charterholder.

David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director of Family Business Magazine and its sister publication, Directors & Boards. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.

Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.