About
Scott Ladner is Chief Investment Officer at Horizon Investments, based in Charlotte, NC, where he oversees all aspects of the firm’s investment strategies and chairs its Investment Committee. In this role, Ladner is responsible for guiding the portfolio management process, developing tactical and strategic asset allocation approaches, and steering the firm’s goals-based investment philosophy. His focus spans major asset classes with an emphasis on U.S. equities, fixed income, and the integration of thematic trends such as artificial intelligence, housing, technology, and materials sectors.
Ladner frequently appears in financial media to discuss market outlooks, Fed policy, and sector performance, emphasizing strategies such as barbell approaches and ETF utilization. He is recognized for his thought leadership in navigating volatility and shaping investment strategies that seek to balance risk and capture emerging opportunities, particularly around the evolving roles of technology and macroeconomic shifts in the capital markets.
Prior to his CIO appointment in 2019, Ladner led Horizon’s investments as Head of Investments since 2016 and currently serves as a board member at the University of North Carolina at Chapel Hill’s Investment Management Center. He holds a degree from UNC Chapel Hill, underpinning his deep expertise in multi-asset portfolio construction, economic analysis, and innovative investment solutions for advisors and clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Horizon Investments | Chief Investment Officer | Jan 2019 to Present | — |
| University of North Carolina at Chapel Hill - Investment Management Center @ Ken | Board Member | Dec 2023 to Present | — |
| Horizon Investments | Head of Investments | Dec 2016 to Present | — |
| Horizon Investments | Head of Risk | Dec 2015 to Dec 2016 | — |
| Principal Guard, LLC | Founding Member | Dec 2006 to Nov 2009 | — |
| Charlotte Global Advisors | Principal, Head of Trading | Feb 2006 to Nov 2009 | — |
| Peak6 | Senior Index Option Trader | Apr 2005 to Feb 2006 | — |
| Wachovia | VP, Interest Rate Derivatives Trading | May 2004 to Mar 2005 | Ran the swaption & cap/floor books (interest rate volatility portfolios). |
| First Union | VP, Equity Derivatives Trading | Jun 1998 to Feb 2004 | Ran equity swap/forwards book, listed option prop book (equity volatility portfolio), customer-based OTC option book (equity volatility portfolio). Also co-founded Risk Arbitrage and Special Situatio... |
Education
University of North Carolina at Chapel Hill
1994 — 1998
Skills & Expertise
Others at Horizon Investments, LLC (12)
| Name | Role | Location |
|---|---|---|
A Alyson Strode | Trader | Charlotte, NC , United States |
| Senior Analyst | New York, NY , United States | |
| Senior Analyst | Charlotte, NC , United States | |
| Head of Research and Quantitative Strategies | Charlotte, NC , United States | |
| Senior Portfolio Manager | Charlotte, NC , United States | |
| Analyst | Charlotte, NC , United States | |
| Portfolio Analyst | Charlotte, NC , United States | |
D Dmitry S. | Analyst | Charlotte, NC , United States |
| Quantitative Investment Analyst | Waxhaw, NC , United States | |
| Senior Analyst | Charlotte, NC , United States |
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| Director, Portfolio Manager | Sterling Capital Management LLC | Charlotte, NC , United States | |
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