Research Affiliates
Industry: American entrepreneur
DescriptionRobert D. Arnott is an American entrepreneur, investor, editor and writer who focuses on articles about quantitative investing. He serves as chairman of Research Affiliates, LLC, which advises on over $195 billion in investment assets, as of September 2018. He is married with four children. Born: June 29, 1954 (age 64 years), Chicago, IL Residence: United States of America Field: Finance Education: The Webb Schools, University of California, Santa Barbara
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Research Affiliates Employees
Research Affiliates April 2014 - Present
Dorchester Capital Advisors March 2012 - March 2014
Teacher Retirement System of Texas July 2009 - March 2012
Stampede Marketing January 2006 - August 2007
SiteClops September 2005 - August 2007
Skills
Model Creation, Process Optimization, Relationship Management, Sales Management, Managed Futures, Portfolio Strategy, Portfolio Management, Performance Attribution, Market Research, Business Strategy, Product Development, Asset Allocation, Business Modeling, Derivatives, Sales, Alternative Investments, Financial Markets, Asset Management, Financial Modeling, Investments, Valuation, Fixed Income, Investment Management, Equities
Education
University of Arizona, Eller College of Management 2007 — 2009
MBA, Investment Management
University of Westminster 2008 — 2008
MBA, Finance
Brigham Young University 2000 — 2006
BS, Business Management
Research Affiliates June 2015 - Present
GALAXY ASSET MANAGEMENT CO., LTD. December 2013 - May 2014
SWS MU FUND MANAGEMENT CO., LTD. September 2013 - November 2013
Skills
Financial Analysis, R, Matlab, SAS, Financial Modeling, Microsoft Office, Economics, Risk Management, Microsoft Excel, Finance, Derivatives, Corporate Finance, Investments, Microsoft Word, Teamwork, Portfolio Management, Capital Markets, Equities
Education
UCLA Anderson School of Management 2014 — 2015
Master's degree, Financial Engineering, 3.956/4.0
Shanghai University of Finance and Economics 2010 — 2014
Bachelor's degree, International Finance, 3.66/4.0
Stitch Fix July 2014 - Present
RPX Corporation June 2012 - July 2014
Thomson Reuters August 2010 - June 2012
Duff & Phelps July 2009 - September 2009
Research Affiliates June 2009 - August 2009
Acme Alpha LLC January 2008 - December 2008
Education
University of California, Los Angeles 2009 — 2010
Master's Degree, Financial Engineering
University of California, Berkeley 2003 — 2007
Bachelor's degree, Statistics & Economics
Research Affiliates August 2015 - Present
System Two Advisors, LP June 2014 - August 2014
Raytheon - Missile Systems October 2010 - July 2013
Thomson Reuters October 2005 - July 2010
Vanguard April 2004 - April 2005
Skills
Financial Analysis, Financial Modeling, Analysis, Finance, Risk Management, Financial Reporting, Process Improvement, Corporate Finance, Variance Analysis, Data Analysis, Access, Managerial Finance
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Economics, Entrepreneurship
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Research Affiliates June 2015 - August 2015
Northrop Grumman Corporation June 2009 - October 2014
Qualcomm June 2008 - September 2008
Skills
Microwave Engineering, RF, Circuit Design, Research Design, Product Development, Project Planning, LNA, Testing, Matlab, Microsoft Excel, Research, Leadership, Hardware
Education
UCLA Anderson School of Management 2014 — 2015
Master's degree, Financial Engineering
UCLA 2007 — 2009
Master of Science (M.S.), Electrical Engineering
UC Davis 2002 — 2007
Bachelor of Science (B.S.), Electrical Engineering
Research Affiliates August 2013 - Present
Johns Hopkins University June 2011 - August 2011
UBS Investment Bank January 2007 - August 2007
Skills
Fixed Income, Financial Markets, Monetary Policy, Macroeconomics, Economics, Econometrics, Asset Allocation
Education
The Johns Hopkins University 2008 — 2013
Doctor of Philosophy (PhD), Economics
London School of Economics and Political Science 2007 — 2008
Master of Science (MS), Economics
Università della Svizzera Italiana (USI) 2003 — 2006
Bachelor of Arts (BA), Economics
Deloitte September 2013 - Present
University of San Diego School of Law August 2010 - May 2013
Jack in the Box June 2012 - November 2012
Squar, Milner, Peterson, Miranda & Williamson, LLP May 2010 - July 2010
Research Affiliates June 2009 - July 2009
KPMG Audit September 2008 - June 2009
Skills
US GAAP, Accounting, Financial Reporting, Auditing, Financial Analysis, Tax, QuickBooks, Financial Accounting, Corporate Tax, Due Diligence, Corporate Finance, Analysis, PowerPoint, Microsoft Excel, Financial Statements, Sarbanes-Oxley Act, Legal Research, Lexis, Westlaw, Corporate Law, Mergers & Acquisitions, Finance, Tax Law, Legal Writing, Research
Education
University of San Diego School of Law 2010 — 2013
Doctor of Law (JD), Second Year
Santa Clara University 2004 — 2008
Bachelor of Science (BS), Accounting
UCLA Anderson School of Management January 2015 - Present
Research Affiliates June 2015 - September 2015
Religare Capital Markets January 2011 - September 2014
United Stock Exchange (sub. of BSE Limited) May 2009 - December 2010
Skills
Financial Modeling, SAS, SQL, Matlab, Quantitative Research, R, Derivatives, Econometrics, Corporate Finance, Valuation, Data Analysis, Trading, Business Development, Investment Banking, Capital Markets, Business Analysis, Equities, Strategy, Finance, Banking, Investments
Education
UCLA Anderson School of Management 2014 — 2015
Master of Financial Engineering, Quantitative Finance, 4.0/4.0
Indian Institute of Management, Lucknow 2007 — 2009
Master of Business Administration (MBA), Finance & Economics
ESCP Europe 2008 — 2008
Master in Management (exchange program), International Finance
Netaji Subhas Institute of Technology 2003 — 2007
Bachelor of Engineering (B.E.), Electronics and Communication
Research Affiliates May 2014 - Present
Corpus Optima November 2013 - August 2014
Where 2 Get It September 2012 - September 2013
Southern California Edison June 2011 - October 2011
Skills
Social Media, Online Advertising, Adobe Creative Suite, Google Adwords, Google Analytics, Business Analysis, Photoshop, Graphic Design, Illustrator, SEO, Digital Marketing, InDesign, Print Collateral Design, Logo Design, Editorial design
Education
Saddleback College 2013 — 2014
Associate of Science (A.S.), Graphic Design
California State University-Fullerton 2008 — 2012
Bachelor of Arts(BA), Business Administration-Marketing
university high school 2004 — 2008
Research Affiliates 2013 - Present
San Francisco Bay Area 2008 - 2013
Cypress Management LP 2005 - 2008
Ivy Asset Management 2004 - 2005
Dragon Global Investors 2003 - 2004
Hewlett-Packard Co. 2000 - 2002
Citigroup 1996 - 2000
Skills
Equities, Fixed Income, Alternative Investments, Investments, Portfolio Management, Valuation, Hedge Funds, Venture Capital, Investment Banking, Derivatives, Bonds, Structured Finance, Hedging, Mergers & Acquisitions, Investment Management, Mutual Funds, Equity Research, Capital Markets, Fund Of Funds, Private Equity, Options, Investment Strategies, Emerging Markets, Client Development, Corporate Development, Distressed Debt, Latin America, Credit Analysis, Capital Structure, Investment Advisory, Strategic Alliances, Asset Allocation, Manager Selection, Global Investment..., Product Development, Smart Beta
Education
Harvard Business School
Northwestern University - Kellogg School of Management
New York University - Leonard N. Stern School of Business
Stanford University
Harvard Business School
Master of Business Administration (MBA), Finance Concentration
Rhodes College
Bachelor of Arts (BA), Economics, Minor in Spanish
Rhodes College
Bachelor of Arts (BA), Accounting and Business/Management
Universidad Complutense de Madrid
Economics, Art, Literature
Research Affiliates 2015 - 2015
Research Affiliates 2015 - 2015
Qualcomm September 2011 - June 2014
University of Texas at Austin September 2005 - September 2011
Qualcomm October 2010 - January 2011
Qualcomm (Corp. R&D) June 2010 - September 2010
University of Texas at Austin September 2005 - September 2010
Caltech June 2009 - August 2009
EPFL June 2008 - August 2008
University of Texas at Austin September 2005 - January 2007
Skills
Signal Processing, Digital Signal..., Algorithms, Information Theory, Matlab, Optimizations, Simulations, Python, C++, Optimization, Simulink, C, Wireless, LaTeX, Distributed Systems
Education
Princeton University 2014 — 2015
Master in Finance (MFin), Finance
The University of Texas at Austin 2007 — 2011
PhD, Electrical Engineering
The University of Texas at Austin 2005 — 2007
Masters, Electrical Engineering
Sharif University of Technology 2001 — 2005
B.Sc, Electrical Engineering
Princeton University
Research Affiliates January 2013 - Present
UCLA Anderson School of Management August 2012 - December 2012
Citi June 2012 - August 2012
Arizona State University August 2007 - October 2011
Skills
Matlab, C++, SAS, R, Financial Analysis, VBA, Statistics, Monte Carlo Simulation, Research, Data Analysis, Excel, Financial Modeling, Financial Engineering, Energy, Statistical Modeling, Quantitative Finance, Mathematical Modeling, Time Series Analysis, Regression, Fixed Income, Portfolio Management, Microsoft Excel, Economics, Quantitative Analytics
Education
UCLA Anderson School of Management 2011 — 2012
Master's degree, Financial Engineering, 4.0
Arizona State University 2007 — 2011
Doctor of Philosophy (Ph.D.), Civil and Environmental Engineering, 4.0
Nanjing University 2001 — 2005
Bachelor of Science (B.S.), Environmental Engineering
UCLA Anderson School of Management September 2013 - Present
Research Affiliates July 2013 - September 2013
Broadcom May 2009 - July 2013
ClariPhy Communications June 2005 - December 2008
Skills
Matlab, Quantitative Finance, R, SAS programming, LaTeX, Python, Semiconductors, PLL, Simulink, Integrated Circuit..., Fixed Income, Simulations, Analog, Cadence, Analog Circuit Design
Education
UCLA Anderson School of Management
Doctor of Philosophy (PhD), Finance
UCLA Anderson School of Management 2010 — 2013
Master of Business Administration (MBA), Finance
University of California, Irvine 2004 — 2009
PhD, Electrical and Computer Engineering
University of Southern California
MS, Electrical Engineering
Sharif University of Technology
BS, Electrical Engineering
Research Affiliates June 2014 - Present
Ziff Brothers Investments June 2008 - January 2014
MIT Sloan School of Management January 2008 - May 2008
Boston University School of Management January 2007 - May 2008
Integrated Finance Limited June 2006 - October 2006
Skills
Hedge Funds, Portfolio Management, Economics, Derivatives, Investments, Risk Management, Valuation, Quantitative Analytics, Bloomberg, Securities, Investment Management, Asset Allocation, Mutual Funds, Emerging Markets, Equity Research, FX Options, Options, Equities, Financial Modeling, Finance, Trading, Capital IQ, Financial Risk, Financial Markets, Investment Strategies, Strategy, Data Analysis, Data Management, Databases, Big Data, Fixed Income, Alternative Investments, Asset Management, Hedging, Equity Derivatives, Bonds, Commodity, Python
Education
Boston University 2003 — 2008
Ph.D., Economics
University of California, Los Angeles 2001 — 2003
B.A., Economics and International Studies
Lycee Lakanal 1995 — 1998
Baccalauréat, Economics and Social Sciences
Research Affiliates July 2013 - Present
Bloomberg August 2010 - June 2013
Bridge Strategy Group April 2010 - August 2010
Bridge Strategy Group July 2007 - March 2010
American Express May 2006 - August 2006
EquiLend February 2002 - August 2005
PriceWaterhouseCoopers August 1999 - February 2002
Skills
Portfolios, Excel, Financial Analysis, Financial Modeling, Risk Analysis, Performance Measurement, Model Portfolios, Java, ETFs, Performance Attribution, Asset Allocation, Equity Valuation, VBA, Portfolio Management, Risk Analytics, Strategy, Analytics, Capital Markets, Equities, Financial Services, Private Equity
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA
Cornell University 1995 — 1999
B S
UC Irvine December 2014 - Present
Tech Coast Angels November 2013 - Present
Chapman University School of Law August 2012 - Present
ShaunSanders.com August 2006 - Present
The BARBRI Group May 2013 - Present
Newegg.com June 2014 - December 2014
Research Affiliates May 2013 - August 2013
Hipmunk January 2011 - September 2012
Beta Records September 2007 - 2009
Best Buy July 2005 - July 2006
Skills
Entrepreneurship, Social Networking, Social Media Marketing, Social Media, Start-ups, User Experience, Public Speaking, Research, Marketing, User Interface Design, Blogging, Public Relations, Advertising, SEO, Online Advertising, Legal Research, Photoshop, HTML, Microsoft Excel, Email Marketing, E-commerce, Legal Writing, Innovation, PowerPoint, Content Strategy, Editing, Wordpress, Podcasting, Westlaw, Lexis, Leadership, Music, Teaching, Economics, Politics, Technology, Security, Business Development, Event Planning, Contracts, Startup Companies, CSS, Illustrator, Graphic Design, Licensing, Infographics, LexisNexis
Education
Chapman University, School of Law 2012 — 2015
Doctor of Law (J.D.)
California State University-Dominguez Hills 2009 — 2012
BS, Business Administration and Management, 3.975 GPA
Kennedy
CBIS October 2014 - Present
Carrington Mortgage Services March 2013 - October 2014
Collins/BIS February 2012 - February 2013
Research Affiliates March 2010 - September 2010
Ameriquest Capital Corporation October 1998 - May 2009
Latham & Watkins January 1995 - January 1998
Skills
Business Development, Administrative..., Event Management, Event Planning, Litigation, Microsoft Office, Travel Management, Heavy Calendaring, PowerPoint, Management, Government, Administration, Administrative..., Sales, Budgets, Negotiation, Team Building, Leadership, Public Relations, Time Management, Real Estate
Education
UCI
Bachelor of Arts, Film Studies
University of California, Irvine
USAA June 2015 - Present
Research Affiliates July 2013 - May 2014
National University of Singapore July 2012 - June 2013
UCLA Dept of Economics September 2006 - June 2012
Federal Reserve Board of Governors June 2011 - September 2011
Research Affiliates June 2010 - December 2010
Skills
Stata, Economic Research, Matlab, Applied Econometrics, Quantitative Analysis, Financial Forecasting, Statistical Modeling, Monte Carlo Simulation, Numerical Simulation, Numerical Analysis, Computational Modeling, Web Design, Teaching, Econometrics, International Economics, Quantitative Analytics, Macroeconomics
Education
Economics, University of California 2006 — 2012
Ph.D, Economics
University of California, Los Angeles 2006 — 2007
M.A., Economics
University of California, Los Angeles 2001 — 2006
B.A/B.S., Mathematics-Applied Science, Business-Economics
Orpheus Risk Management Indices™ November 2014 - Present
Research Affiliates January 2006 - September 2013
Research Affiliates 2006 - September 2013
Skills
Product specialist,..., Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Fixed Income, Equities, Investment Strategies, Portfolio Management, Investments, Investment Management, Derivatives
Education
Columbia University - Columbia Business School 1983 — 1985
Master of Business Administration (MBA), Finance and Marketing
California Polytechnic State University-San Luis Obispo 1975 — 1980
Bachelor's of Science Degree, Horticultural Science
Research Affiliates June 2013 - Present
University of Washington January 2013 - March 2013
Bharat Heavy Electricals Limited August 2009 - August 2012
Cork Institute of Technology May 2008 - July 2008
Skills
Matlab, R, C++, Java, Simulations, Portfolio Optimization, Risk Modeling, Risk Management, Quantitative Risk..., Time Series Analysis, Factor Analysis, Extracurricular..., Quantitative Analytics, Machine Learning, Statistical Modeling, Data Analysis, Algorithms, Management, Power Plants
Education
University of Washington 2012 — 2013
Master of Science (M.S.), Computational Finance and Risk Management
Indian Institute of Technology, Kanpur 2005 — 2009
Bachelor of Technology (B.Tech.), Electrical Engineering
Magnetar Capital August 2014 - Present
Gifford Fong Associates June 2012 - March 2013
Research Affiliates October 2011 - January 2012
Gifford Fong Associates June 2010 - February 2011
Skills
C++, SAS, SQL, R, Matlab, Commodity, Municipal Bonds, Swaptions, Swap, Portfolio Management, Financial Risk..., Bloomberg, Quantitative Finance, VBA, Fixed Income, Monte Carlo Simulation, Derivatives, Financial Modeling, Statistical Modeling
Education
University of California, Berkeley, Haas School of Business 2011 — 2012
Master, Master of Financial Engineering
University of Pennsylvania 2006 — 2010
BSE, Bioengineering
Research Affiliates September 2014 - March 2015
W.I.T.H. Association January 2013 - January 2014
Sofinnova Ventures July 2001 - February 2011
Sofinnova Partners April 2007 - April 2008
Cooley Godward LLP October 1995 - October 2000
State & Federal Associates January 1991 - August 1995
Education
University of California, Santa Barbara 1985 — 1989
BA, Communications
Research Affiliates July 2012 - Present
Computer Music Journal October 2010 - June 2012
MIT July 2009 - June 2012
music21 July 2009 - June 2012
Towson University August 2006 - July 2010
Skills
Music, Composition, Python, Research, Recording, Music Technology, Sound, C++, Audio Engineering, Signal Processing, Sound Design, Music Theory, Audio Processing
Education
New York University 1999 — 2005
PhD, Music Composition
Harvard University 1995 — 1999
AB, Music
Harris Associates April 2008 - Present
Research Affiliates 2006 - 2008
Stratford Advisory Group, Inc 1998 - 2006
Wilshire Associates 1997 - 1998
US Army 1989 - 1993
Education
Duke University - The Fuqua School of Business 1993 — 1995
M.B.A., Finance
United States Military Academy at West Point 1985 — 1989
B.S., Finance
HCP, Inc. February 2015 - Present
Vaco March 2013 - Present
Research Affiliates September 2014 - October 2014
True Investments, LLC July 2014 - August 2014
Specific Media May 2013 - April 2014
US Lines, LLC [CMA CGM Subsidiary] July 2011 - March 2013
Merrill Lynch June 2009 - January 2010
UC Irvine Extension October 2008 - June 2009
Dearinger May 2007 - September 2007
Oneleven Productions April 2005 - June 2007
Skills
Container Shipping, Export, Logistics, Operations, Business Analysis, Adobe Audition, Music, DJ, Audio Editing, Audio Mixing, Wealth Management, Event Management, Team Coordination, Project Coordination, Customer Service, Entrepreneurial..., Excel, Microsoft Excel, Entrepreneurship, Container, Event Planning, Facebook, Microsoft Word, Microsoft Office, Marketing, Advertising, Teamwork, Online Advertising, Social Networking, Time Management
Education
University of California, Irvine 2009 — 2011
B.A. Economics, Minor in Management
2015 Level I Candidate in the CFA Program
Westview High School
Westview High School
CFA Institute Research Foundation September 2015 - Present
Journal of Investment Management January 2014 - Present
Financial Analyst Journal January 2013 - Present
Journal of Index Investing January 2013 - Present
UCLA Anderson School of Management February 2008 - Present
Research Affiliates February 2002 - Present
Taiwan National Chengchi University School of Commerce January 2007 - December 2012
University of California, Irvine - Merage School of Business September 2004 - December 2007
Oriental Securities June 1998 - September 1999
Taiwan National Chengchi University September 1997 - September 1998
Skills
Valuation, Asset Management, Portfolio Management, Equities, Investments, Derivatives, Financial Modeling, Asset Managment, Strategy, Investment Strategies, Hedge Funds, Asset Allocation, Fixed Income, Alternative Investments, Economics, Capital Markets, Quantitative Finance, Financial Analysis, Quantitative Analytics, Product Management, Emerging Markets, Corporate Finance, Risk Management, Venture Capital, Investment Management, Finance, Bloomberg, Financial Markets, Trading, Start-ups, Entrepreneurship, Securities
Education
UCLA Anderson School of Management 1999 — 2003
Ph.D., Finance
Stanford University Graduate School of Business 1996 — 1997
MS, Finance
Caltech 1992 — 1996
BS
Cedar and Ivy January 2015 - Present
Beryllium March 2009 - Present
Autobytel November 2013 - March 2015
Research Affiliates 2015 - 2015
Research Affiliates 2015 - 2015
Research Affiliates 2015 - 2015
Autobytel 2013 - 2015
Dillards November 2010 - August 2013
Nordstrom November 2005 - February 2009
Pierce Mattie Public Relations June 2008 - January 2009
Skills
Sales, Writing, Training & Development, Public Relations, Retail, Event Planning, Social Networking, Customer Service, Event Management, Time Management, Management, Leadership, Public Speaking, Training, Visual Merchandising, Team Leadership, Team Building, Merchandising, Budgets, Teamwork, Coaching, Store Management, Strategic Planning, Employee Training, Advertising, Social Media
Education
California State University-Fullerton 2004 — 2008
Communications, Public Relations
Edmunds.com March 2014 - Present
Doyon Hall March 2012 - Present
Hall Doyon Law Group June 2011 - Present
Infosys May 2012 - July 2012
Research Affiliates March 2012 - May 2012
Apollo Group October 2011 - March 2012
Research Affiliates August 2011 - October 2011
Kaiser Permanente October 2010 - June 2011
Westfield February 2008 - October 2010
Bright Light Studio April 2003 - August 2008
Skills
Strategy, Business Strategy, Salesforce.com, CRM, Project Planning, Management, Marketing Strategy, Leadership, Strategic Planning, Project Management, Management Consulting, Business Development, Public Speaking, Program Management, Start-ups, Research, Consulting, Film, Change Management, Leadership Development, Cross-functional Team..., Business Planning, Business Process, Fundraising, Team Leadership, Enterprise Software, Organizational..., IT Strategy, Market Research, Business Analysis, Digital Marketing, Sales, Outsourcing, Executive Management, Product Development
Education
Loyola Law School, Loyola Marymount University 2007 — 2011
JD, Law
University of Washington 1974 — 1980
PhD, Sociology
Lincoln Sudbury Regional High School
Northeastern University
Electrical Engineering
University of Massachusetts, Amherst
BA, cum laude, Sociology
University of Washington
MA, Sociology
Research Affiliates April 2015 - Present
BlackRock January 2012 - March 2015
BlackRock August 2009 - January 2012
Barclays Global Investors August 2009 - December 2009
Harvard Business School September 2007 - June 2009
The Harbus News Corporation 2008 - 2009
Yahoo! June 2008 - August 2008
Johnson & Johnson June 2003 - June 2007
Skills
Emerging Markets, Digital Marketing, Integrated Marketing, Product Development, Cross-functional Team..., Marketing Strategy, Customer Acquisition, P&L Management, Product Marketing, Digital Strategy, Market Analysis, Consumer Insights, Business Strategy, Product Strategy, Competitive Analysis, Online Advertising, Brand Development, Online Marketing, Product Launch, Social Media Marketing, Direct Marketing, Strategic Thinking, Marketing Communications, Go-to-market Strategy, Strategy Development, Segmentation, Marketing Management, Digital Media, New Business Development, Customer Experience, Strategy
Education
Harvard Business School 2007 — 2009
MBA, Business Administration
University of the Philippines 1999 — 2003
BS BA, Business Administration
Ateneo de Manila University 1986 — 1999
Morgan Stanley 2011 - Present
FTSE 2009 - 2011
Alphacet, Inc. (Saturn Partners) April 2008 - July 2009
The CAPROCK Group February 2007 - April 2008
Axioma, Inc. (Saturn Partners) January 2006 - February 2007
Research Affiliates January 2005 - December 2005
Progressive Insurance 2002 - 2004
DIRECTV Broadband March 2000 - August 2001
Skills
Financial Modeling, Microsoft Excel, Visual Basic, Sales Management, Sales Operations, Risk Management, Asset Allocation, Tactical Asset..., Software Sales, Hedge Funds, Accounting, Quantitative Finance, Statistics, Mathematics, Indexing, Direct Sales, Social Media, SQL, Valuation, DCF Valuation, Fundamental Factor..., Statistical Factor..., Macroeconomic Factor..., Risk Analysis, VBA, R, Performance Attribution, Performance Analysis, Programming, Financial Statement..., Fundamental Analysis, Portfolio Management, Capital Markets, Asset Managment, Start-ups, Equities, Strategy, Derivatives, Alternative Investments, Quantitative Analytics, Bloomberg, Financial Markets, Trading Systems, Market Data, Business Strategy, Investment Management, Options, Asset Management, Fixed Income, Mergers & Acquisitions
Education
Stanford University 1994 — 1998
AB, Economics with Distinction; Phi Beta Kappa
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA, Finance, Accounting and Marketing
Pine View High School 1990 — 1994
Harvard Business School
MBA
Research Affiliates January 2012 - Present
UCLA Anderson School of Management January 2011 - December 2011
Boeing November 2003 - December 2010
Stanford Nanofabrication Facility June 2001 - September 2001
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2011
Master of Financial Engineering
Harvey Mudd College 1999 — 2003
B.S., Physics
Research Affiliates June 2015 - Present
Janes Financial Center Residency at Chapman University September 2013 - Present
PWNE Capital February 2015 - May 2015
Chapman University Argyros School of Business and Economics March 2014 - February 2015
Blue Pear Ventures May 2013 - September 2013
Hat Club, LLC May 2008 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Analysis, PEAR, Financial Modeling, Teamwork, Data Analysis, Financial Statement...
Education
Chapman University 2012 — 2015
Bachelor of Science (BS), Business Administration Emphases in Finance & Real Estate, University Honors Program, Senior
Green Dot Corporation November 2013 - Present
Athene Asset Management January 2012 - August 2013
Cloud Event Processing July 2011 - December 2011
Transamerica Investment Management / AEGON February 2010 - July 2011
Research Affiliates August 2007 - July 2009
Transamerica Investment Management LLC March 1999 - August 2007
Western Asset Management October 1995 - March 1999
Kleinwort Benson Capital Management November 1994 - October 1995
Jet Propulsion Laboratory January 1993 - December 1994
Skills
SharePoint, SDLC, Agile Methodologies, Microsoft SQL Server, Business Analysis, VB.NET, Oracle, CRM, Visual Studio, SSRS, SSIS, Project Management, Testing
Education
University of California, Santa Barbara
BA, Business Economics
Research Affiliates January 2014 - Present
Research Affiliates June 2013 - September 2013
Veritas Advisory Group June 2011 - October 2012
Applied Research Labs May 2009 - May 2011
Skills
Matlab, Engineering, C++, Research, Analysis, Financial Modeling, Data Analysis, Microsoft Excel, Microsoft Office, Statistics
Education
UCLA Anderson School of Management 2012 — 2013
Master of Financial Engineering
The University of Texas at Austin 2007 — 2011
Bachelor of Science, Mechanical Engineering
State Street February 2013 - December 2014
Graviton Fund January 2012 - January 2013
Research Affiliates June 2011 - September 2011
Skills
Passed all 3 CFA Exams
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2011
MFE, Financial Engineering
Research Affiliates August 2007 - Present
Skills
Fixed Income, Alternative Investments, Bloomberg, Hedge Funds, Asset Allocation, Asset Management, Portfolio Management, Equities, Financial Modeling, Investments, Investment Management, Capital Markets, Financial Markets
Education
UCLA Anderson School of Management 2001 — 2007
Doctor of Philosophy (Ph.D.), Finance, General
Duke University 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
AIG February 2012 - Present
Research Affiliates June 2010 - February 2012
Research Affiliates July 2008 - June 2010
Wilshire Associates September 2007 - June 2008
Financial Network Investment Corporation, Member SIPC March 2005 - September 2007
AIG SunAmerica October 1998 - February 2005
Skills
Auditing, Quality Assurance, Variable Annuities, Securities, Mutual Funds, Series 7, Investments, FINRA, Asset Managment, Risk Management, AML, Series 24, Due Diligence, Portfolio Management, Series 63, Asset Management, Financial Services, Finance, Investment Advisory, Alternative Investments, Fixed Annuities, Series 6, Investment Management, Equities, Fixed Income, Wealth Management, Management
Education
Pepperdine University School of Law 2011 — 2012
Certificate in Dispute Resolution, The Straus Institute for Dispute Resolution
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, Finance & Dispute Resolution
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
Bachelor of Science, Management
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 1994 — 1997
Business Administrative Studies
Research Affiliates May 2010 - Present
UCLA Anderson School of Management January 2009 - August 2010
Macquarie Capital (USA) Inc. June 2009 - September 2009
Broadcom November 2006 - November 2008
Quantum March 2005 - November 2006
Northrop Grumman August 2001 - March 2005
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2009
MFE, Financial Engineering
University of California, San Diego 1997 — 2001
MEng, BS, Electrical Engineering
Research Affiliates December 2009 - Present
NORTHROP GRUMMAN September 2003 - December 2008
Skills
R, SAS, Python, Matlab, C++, VBA, Quantitative Analytics, Quantitative Finance, Data Analysis, Algorithms, Financial Modeling, Monte Carlo Simulation, Statistics, Bloomberg, Statistical Modeling
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2009
Master of Financial Engineering
University of California, Berkeley 1993 — 2003
BS, MS, PhD, Electrical Engineering and Computer Science
Research Affiliates September 2014 - Present
Skills
SDLC, Business Intelligence, IT Strategy, Data Warehousing, Program Management, Agile Project Management, Data Management, Digital Marketing, Content Management
Education
Motilal Nehru National Institute Of Technology 1993 — 1997
BE
Research Affiliates April 2014 - Present
Thomson August 2000 - April 2014
Technicolor August 2000 - April 2014
EDS June 1985 - August 2000
Lilly March 1983 - June 1985
Deere January 1978 - October 1981
Skills
Architecture, Databases, Business Intelligence, Business Objects, Data Warehousing, Informatica, ETL, Database Design, Data Migration, Data Analysis, Data Integration, Business Analysis, Integration, Data Modeling, Systems Analysis, Software Development, QlikView, Application Development, Oracle, SQL, Software Project..., SDLC, Database Administration, Requirements Analysis, SharePoint, Data Warehouse..., PL/SQL, IT Strategy, Enterprise Architecture, Microsoft SQL Server, DB2, Unix, Performance Tuning, SSIS, Database
Education
Purdue University - Krannert School of Management 1976 — 1977
MS, Computer Science, MIS
Purdue University 1972 — 1976
BS, Computer Science
Research Affiliates 2009 - Present
Bernstein 2004 - 2008
AG Edwards 2003 - 2004
Merrill Lynch 2002 - 2003
Skills
Series 7
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2009
Master of Business Administration (M.B.A.)
University of Michigan 1997 — 2001
Bachelor of Arts (B.A.)
Research Affiliates January 2009 - Present
Research Affiliates, LLC January 2008 - December 2008
Research Affiliates January 2007 - December 2007
Research Affiliates July 2005 - December 2006
PricewaterhouseCoopers January 2000 - March 2000
Bank of China June 1998 - August 1998
Skills
Bloomberg, Quantitative Finance, Asset Allocation, Fixed Income
Education
UCLA Anderson School of Management 2000 — 2005
Ph.D, Finance
University of California, Los Angeles 2000 — 2005
PhD, Financial Economics
Tsinghua University 1996 — 2000
B.S., Finance
Research Affiliates December 2011 - Present
Skills
Marketing, Account Management, Sales, Negotiation, Cold Calling, Budgets, Sales Management, Project Management, Product Development, Business Development, Project Planning, Microsoft Excel, Strategic Planning, New Business Development, Microsoft Office, Team Leadership, Marketing Strategy, Team Building, Business Strategy, Project Coordination
Education
University of Colorado at Boulder 1993 — 1998
Bachelor of Science
Burbank High School 1990 — 1993
Diploma
MUFG Americas April 2015 - Present
Research Affiliates June 2014 - September 2014
Cognizant Technology Solutions December 2009 - September 2013
North Delhi Power Limited May 2009 - December 2009
American Express India Pvt Ltd April 2008 - June 2008
Skills
Financial Modeling, Equity Research, Valuation, Management, Derivatives, Investment Banking, Capital Markets, Corporate Finance, Analytics, Equities, Financial Analysis, Portfolio Management, Business Analysis, Market Research, Economics, Research, Investor Relations, MATLAB, SAS, Asset Management, Fixed Income, Matlab
Education
UCLA Anderson School of Management 2013 — 2014
Master of Financial Engineering, Quantitative Finance
Institute of Management Technology, Ghaziabad 2007 — 2009
Research Affiliates Executive AssistantLucent Technologies1992 - 1999
Education
Pepperdine University 2003 — 2006
Master of Arts, Psychology
MA, Psychology 2002 — 2006
Research Affiliates October 2009 - Present
First Quadrant, L.P. March 1996 - September 2009
Space Radiation Laboratory, California Institute of Technology 1995 - 1996
Xelex Corporation 1993 - 1995
Education
University of Southern California 1991 — 1992
MS, Computer Engineering
Cornell University 1990 — 1991
Electrical Engineering
Ithaca College 1989 — 1991
BA, Physics
Fudan University 1986 — 1989
Electrical Engineering
Shanghai High School
The Financial Risk Group February 2015 - Present
Research Affiliates November 2013 - February 2015
Research Affiliates April 2012 - November 2013
Citi May 2011 - April 2012
SAS September 2008 - May 2011
Talon Risk, Inc May 2007 - January 2009
SAS February 2005 - June 2007
SAS June 2004 - February 2005
Skills
SAS, Risk Management, System Design, Flex, Business Intelligence, Statistics, Requirements Analysis, Risk, Business Analytics, Data Integration, Analytics, SAS/SQL, Data Quality, Credit Risk, Data Modeling, Financial Risk, SAS programming, Market Risk, Stress Testing, Quantitative Analytics, Enterprise Architecture, Derivatives, Time Series Analysis, Predictive Analytics, Statistical Modeling, Strategy, Predictive Modeling, VBA, Quantitative Finance, R, Monte Carlo Simulation, Financial Modeling, Econometrics, Risk Analytics, Portfolio Management, Fixed Income, Portfolio Optimization, Risk Analysis, Trading Systems, VAR, Capital Markets, Options, Hedging, Commodity, Data Management, Big Data, SAS Programming
Education
North Carolina State University 2002 — 2004
Masters, Economics
University of Alabama 1997 — 2001
BS, Finance
North Carolina School of Science and Mathematics 1995 — 1997
Research Affiliates July 2008 - Present
Indymac Bank July 2006 - July 2008
Precept February 2002 - June 2004
Skills
Portfolio Management, Valuation, Derivatives, Trading, Quantitative Finance, Asset Managment, Economics, Asset Management, Asset Allocation, Securities, Fixed Income, Investment Strategies, Investments, Risk Management, Alternative Investments, Mutual Funds
Education
Claremont Graduate University 2004 — 2006
M.S., Financial Engineering
Pitzer College 1997 — 2001
B.S., Mathematical Economics
Research Affiliates October 2011 - Present
Canterbury Consulting February 2011 - October 2011
Cadogan Management June 2008 - January 2011
JPMorgan July 2007 - May 2008
Skills
Hedge Funds, Fixed Income, Alternative Investments, Financial Modeling, Valuation, Equities, Fund Of Funds, Private Equity, Mutual Funds, Investments, Asset Allocation, Equity Research, Bloomberg, Investment Management, Capital Markets
Education
Princeton University 2003 — 2007
AB, Economics
Research Affiliates Senior Regulatory AffairsGyrus ACMIMay 2006 - Present
Education
Northeastern University 2006 — 2008
Master, Regulatory Affairs
ASQ 2007 — 2007
CQA, Quality Audits
Northeastern University 2003 — 2005
PharmaD, PHARMACY
Research Affiliates May 2011 - Present
Healthcare Realty Trust September 2009 - September 2010
TOYMONSTER North America, Inc. September 2007 - March 2009
Jakks Pacific June 2004 - September 2007
Avinon 2001 - 2003
Skills
Management, Marketing, Product Development, Cross-functional Team..., Forecasting, Sales, Brand Management, Consumer Products, Strategic Planning, Product Marketing
Education
California State University-Fullerton
BA, Liberal Arts & Sciences / Business Administration
Research Affiliates January 2014 - Present
Outsourced Financial Analytics, LLC November 2012 - December 2013
R.V. Kuhns & Associates August 2010 - September 2012
University of Oregon March 2009 - August 2010
BP September 2007 - February 2009
Skills
Stata, Microsoft Excel, Matlab, Factset, Investment Strategies, Hedge Funds, Statistical Modeling, Asset Allocation, Bloomberg, Financial Modeling, SharePoint, MPI, Financial Markets, Asset Management, Equities, Due Diligence, Wealth Management, Risk Management, Alternative Investments, Portfolio Management
Education
University of Oregon 2008 — 2010
Bachelor of Science, Economics
Lehigh University 2005 — 2006
Integrated Business and Engineering Honors Program in Chemical Engineering
Research Affiliates 2010 - Present
University of Oregon Endowment 2009 - 2010
CTC Consulting, LLC 2005 - 2009
Dunham & Associates 2004 - 2005
Citigroup / Francis Investment Counsel 1998 - 2004
Education
Lake Forest College 1994 — 1998
B.A., Business-Finance, Political Science (minor)
Research Affiliates March 2011 - Present
Fluor July 2008 - June 2009
Education
University of California, Irvine 2004 — 2008
BS, Materials Science Engineering
Research Affiliates November 2006 - Present
Education
University of Kansas
Intercom February 2015 - Present
Stout Risius Ross February 2014 - November 2014
Research Affiliates June 2013 - September 2013
Xyratex February 2011 - October 2012
Deep Visuals Limited August 2010 - December 2010
Dialog Devices Ltd March 2010 - July 2010
Loughborough University September 2006 - December 2009
ATL Telecoms Ltd. August 2003 - August 2004
Skills
Signal Processing, Mathematical Modeling, Algorithm Development, Financial Engineering, Matlab, C, R, Python, SAS Programming, PostgreSQL, Linux
Education
University of California, Los Angeles 2012 — 2013
Master's Degree, Financial Mathematics
Loughborough University 2006 — 2009
Ph.D., Signal Processing for Wireless Communications
Cardiff University / Prifysgol Caerdydd 2001 — 2006
MEng, Electronic Engineering
Research Affiliates 2002 - 2010
Jacobs Engineering 1993 - 1998
Rutter, O'Sullivan, Green & Hobbs 1988 - 1993
Alpha Therapeutic Corp. 1980 - 1987
Skills
Corporate Law, International Law, Commercial Litigation, Compliance, Real Estate, Contract Negotiation, Corporate Governance, Investments, Litigation, Civil Litigation, Mediation, Appeals, Legal Research, Legal Writing, Securities, Legal Issues
Education
Loyola Law School, Loyola Marymount University
Juris Doctorate
UCLA
Research Affiliates August 2014 - Present
JPMorgan Asset Management January 2006 - August 2014
Skills
Alternative Investments, Investments, Equities, Asset Management, Asset Allocation, Hedge Funds
Education
Harvard University
Harvard University
Research Affiliates January 2011 - Present
Moody's Analytics May 2006 - May 2009
Accenture January 2005 - May 2006
Skills
SAS, R, Matlab, Quantitative Finance, Derivatives, Monte Carlo Simulation, Investment Research, Portfolio Management, Risk Management, Financial Modeling, ALM, SQL, Equities, Options, Fixed Income, Credit Risk, Quantitative Analytics
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2010
Master, Financial Engineering
Yonsei University 1996 — 2004
B.S., Computer Science and Industrial Engineering
Research Affiliates September 2014 - Present
Delaware Investments August 2004 - August 2014
Skills
Wealth Management, Asset Management, Mutual Funds, Alternative Investments, Investments, Portfolio Management, Relationship Management, Asset Managment, Financial Services, Hedge Funds, Equities, Asset Allocation
Education
Northwestern University
Bachelor of Science (BS)
MUFG Americas July 2013 - Present
Duff & Phelps February 2011 - May 2013
IPM - Informed Portfolio Management July 2010 - September 2010
Research Affiliates June 2010 - July 2010
Skills
Complex Securities..., Fixed Income Valuation, Data Analysis, Bloomberg, Matlab, Intex Desktop, Biotechnology, SQL, Options, Fixed Income Analysis, Monte Carlo Simulation, Equities, Derivatives, SAS, Time Series Analysis, Finance
Education
UCLA Anderson School of Management 2010 — 2010
Master's degree, Financial Engineering
Uppsala University 2005 — 2007
Master's degree, Biotechnology
Peking University 2001 — 2005
Bachelor, Biology Science
Research Affiliates January 2013 - Present
US Securities and Exchange Commission June 2012 - August 2012
Research Affiliates May 2009 - December 2011
Skills
SAS, Matlab, Quantitative Research, Currency Trading..., SQL, Quantitative Finance, Bloomberg, Time Series Analysis, Asset Allocation, VBA, Financial Modeling, Quantitative Analytics
Education
UCLA Anderson School of Management 2012 — 2012
Master of Financial Engineering, Finance
University of California, Berkeley
Bachelor of Arts, Economics
Research Affiliates February 2015 - Present
Villa Real Estate June 2013 - February 2015
The Howard Hughes Corporation March 2012 - March 2013
RREEF Infrastructure September 2010 - November 2011
Chartwell Investments September 2007 - August 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Commercial Leasing, Commercial Lending, Advertising, Marketing, Commercial Real Estate, Real Estate License, Finance, Investments, Property Management, Residential Homes, Financial Analysis, Operations Management, First Time Home Buyers, Short Sales, Executive..., Real Estate, Real Estate Transactions, Asset Management, Investment Properties, Sellers, Negotiation, Sales
Education
Hunter College 2008 — 2010
MSCI Bara July 2013 - Present
Research Affiliates June 2012 - August 2012
Technip USA April 2011 - October 2011
ANATECH Corp. September 2006 - April 2011
Skills
Matlab, C++, SAS
Education
UCLA Anderson School of Management
Master of Financial Engineering, Financial Engineering
University of California, San Diego
Doctor of Philosophy (PhD), Structural Engineering
Tsinghua University
Rutgers University September 2014 - Present
Oklahoma State University August 2012 - July 2014
Temple University January 2008 - July 2012
Trust Company of the West June 2006 - August 2006
Research Affiliates August 2003 - March 2004
EMPIRICA CAPITAL LLC May 2001 - March 2002
Skills
Valuation, Derivatives, Statistics, Portfolio Management, Data Analysis, Economics, Quantitative Analytics, Equities, Financial Modeling, Research
Education
UCLA Anderson School of Management 2002 — 2008
PhD, Finance
New York University 2000 — 2002
MS, Mathematical Finance
Peking University 1995 — 1999
BS
Research Affiliates June 2013 - Present
Trust Company of the West December 2005 - May 2013
Fluor Corporation 1998 - 2005
Toyota Motor Sales 1989 - 1998
Skills
Pension Funds, Alternative Investments, Investment Strategies, Asset Allocation, Financial Markets, Financial Modeling, Wealth Management, Investment Management, Investments, Emerging Markets, Relationship Management, Retirement Planning, Finance, Mutual Funds, Equities, Quantitative Analytics, Asset Management, Analytics, FINRA, Hedge Funds, Portfolio Management, Asset Managment, Business Development, Series 63, Private Equity, Strategic Planning, MBS, Securities, Equity Research, International Relations, Strategic Financial..., Series 7, Pensions, High Yield, Mergers & Acquisitions, Financial Services, Investment Advisory, Fixed Income, Separately Managed..., Retirement, Bonds, Trading, Institutional, Strategy, Due Diligence, Integrity, Valuation, Bloomberg, Risk Management, Capital Markets
Education
California State University-Long Beach
Master of Business Administration (M.B.A.)
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics
Leadership/Strategy/Communications 2012 - Present
Research Affiliates 2009 - 2011
Ariel Investments 2004 - 2007
Emerging Markets Partnership 2000 - 2004
Chase 1997 - 1999
Emerging Markets Partnership 1993 - 1995
Netherlands Basketball League 1992 - 1993
Skills
Financial Modeling, Investments, Asset Management, Valuation, Strategy, Alternative Investments, Investment Banking, Hedge Funds, Equities, Series 7, Portfolio Management, Fixed Income, Options, Mergers & Acquisitions, Mutual Funds, Financial Services, Structured Products, Capital Markets, Corporate Finance, Asset Allocation, Risk Management, Bloomberg, Corporate Development, Financial Analysis, Derivatives, Due Diligence, Economics
Education
Princeton University 1988 — 1992
Bachelor of Arts (BA), Economics
University of Virginia - Darden Graduate School of Business Administration 1995 — 1997
Master of Business Administration (MBA)
University of Santa Monica 2006 — 2008
MA, Psychology
Research Affiliates March 2013 - Present
Research Affiliates June 2012 - March 2013
SECO-LARM USA, INC. September 2010 - June 2011
Macy's July 2006 - May 2010
Disneyland Resort June 2004 - June 2006
Skills
Event Planning, Public Speaking, Fundraising, Social Media, Microsoft Office, Research, Customer Service
Education
California State University-Fullerton 2004 — 2005
John F. Kennedy High School 2000 — 2004
High School Diploma
First Quadrant March 2011 - Present
Research Affiliates September 2003 - January 2009
Education
Pepperdine University
Master of Arts (MA), Psychology