PORTFOLIO TEAM

William E. Flaig Jr.
Chief Investment Officer

Bill joined Arrow Investment Advisors in February of 2007. His experience of more than 16 years includes two years as a principle of Paladin Asset Management, where some of his original research in Absolute Return Factors evolved into the Arrow Alternative Solutions Fund. During his five years at Rydex Investments, he was Director of Portfolio Management and managed the entire portfolio team.

While at Rydex, Bill defined the concept of hedge fund replication, initiated the research and investment strategies on which several alternative funds are based, and then directed the management of those strategies. He also developed best practices for creating leverage within the constraints of an actively traded open-end mutual fund.

Bill also spent six years at Bankers Trust Company in a range of roles including currency trading, proprietary trading, derivatives structuring, emerging market fixed income and currency trading. Bill graduated from Purdue University with a degree in management.

 

Adrian Bachman, CFA®
Portfolio Manager

Before joining Arrow Investment Advisors in June of 2008, Adrian spent 11 years at Rydex Investments. As Portfolio Manager, Adrian managed Rydex's Sector Rotation Fund and several sector funds. During the course of his tenure with Rydex he also aided in the management of numerous other funds including inverse, leveraged and international funds. Adrian was also the chairman of the Rydex Advisory Services Investment Committee, responsible for the oversight of the entire Dynamic Advantage Program, including asset allocation.

Prior to Rydex, Adrian was a registered representative of Capital Management, where he provided financial advisory services to high net worth investors and business owners. Adrian has a bachelor's degree in finance and international business from the University of Maryland College Park and holds the Chartered Financial Analyst designation.

 

John R. Serrapere
Director of Research

John has been advising investors since 1983. He currently serves as President of Arrow Insights, LLC and provides ongoing research for investors seeking alternative investment options and consults on hedge strategies for institutional investors. He was formerly the analysts and investment strategists for Foster Holdings, Inc., a large Pittsburgh-based family office. John previously served as a principal of Rydex Leveraged Hedges, LLC, where he designed registered and non-registered products. John has been published in The Journal of Indexes, Financial Advisor Magazine, Corporate Finance Review and The Retirement Planning Journal. He writes a regularly featured column titled "Active Indexer" for Index Universe.

 

Urosh Milojkovic
Portfolio Analyst

Urosh joined Arrow Investment Advisors in July of 2010. He completed Level I of the Chartered Financial Analyst (CFA) Program in the year 2011. Urosh has a bachelor's degree in finance from the Robert H. Smith School of Business, University of Maryland College Park.

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