Daniel Larkin is an Investment Strategist at Vanguard, where he works with advisors and institutional clients to articulate the firm’s investment philosophy, capital markets outlook, and portfolio construction frameworks. In his role, he connects Vanguard’s research-driven perspective on asset allocation, indexing, and active management to practical implementation decisions facing RIAs and fiduciaries.

Daniel’s experience spans market strategy, portfolio analysis, and client engagement—equipping him to address how disciplined investment frameworks are built, communicated, and sustained through varying market cycles. As a CFA charterholder, he brings a rigorous analytical lens to discussions around risk, return expectations, and long-term portfolio outcomes.

Rob Quirk is a Portfolio Manager at WCM Investment Management, where he contributes to the firm’s global equity strategies through fundamental company research, portfolio construction, and ongoing risk assessment. He is part of WCM’s collaborative investment team, helping translate bottom-up analysis into high-conviction portfolio positioning across international markets.

Since joining WCM in 2018, Rob has played an active role in evaluating competitive advantages, long-term growth durability, and economic profit trends that drive stock selection within the firm’s disciplined investment framework. His experience spans research, portfolio strategy, and client engagement—equipping him to speak to how active global equity strategies are implemented and defended in today’s market environment.

Apurva Schwartz is a Portfolio Specialist at Harding Loevner, where she partners closely with portfolio managers and research analysts to articulate the firm’s global equity investment philosophy, portfolio positioning, and risk framework. In her role, she translates deep fundamental research into clear, actionable insight for institutional and RIA audiences—connecting portfolio construction decisions to real-world market dynamics.

Prior to joining Harding Loevner, Apurva was a Principal at Goldman Sachs, with earlier senior equity research roles at NGM Asset Management and Citadel. Her background spans active equity selection, portfolio strategy, and client-facing investment dialogue—making her well positioned to address how disciplined global equity investing is implemented, communicated, and defended in today’s environment.