Research Affiliates

Industry: American entrepreneur

Description

Robert 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

Employee
Years
Job
Industry
Brandon Kunz Brandon Kunz Newport Beach, California Details
Brandon Kunz's Research Affiliates Experience April 2014 - Present
Job Vice President, Research Affiliates
Industry Investment Management
Experience
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

Keren(Nicolas) Shen Keren(Nicolas) Shen Los Angeles, California Details
Keren(Nicolas) Shen's Research Affiliates Experience June 2015 - Present
Job Research Intern at Research Affiliates
Industry Financial Services
Experience
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

Jas Khela Jas Khela San Francisco Bay Area Details
Jas Khela's Research Affiliates Experience June 2009 - August 2009
Job Data Scientist at Stitch Fix
Industry Internet
Experience
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

Robert Barnard Robert Barnard Newport Beach, California Details
Robert Barnard's Research Affiliates Experience August 2015 - Present
Job Investment Management Analyst
Industry Investment Management
Experience
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

Naveen Daftari Naveen Daftari Greater Los Angeles Area Details
Naveen Daftari's Research Affiliates Experience June 2015 - August 2015
Job UCLA Anderson School of Management Master of Financial Engineering Student
Industry Financial Services
Experience
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

Michele Mazzoleni Michele Mazzoleni Newport Coast, California Details
Michele Mazzoleni's Research Affiliates Experience August 2013 - Present
Job Vice President at Research Affiliates
Industry Investment Management
Experience
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

Joseph Zanfini Joseph Zanfini San Diego, California Details
Joseph Zanfini's Research Affiliates Experience June 2009 - July 2009
Job Tax Consultant at Deloitte
Industry Legal Services
Experience
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

Udit Gupta Udit Gupta Los Angeles, California Details
Udit Gupta's Research Affiliates Experience June 2015 - September 2015
Job Master of Financial Engineering Candidate 2015 | Quantitative Research Intern at Research Affiliates
Industry Investment Management
Experience
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

Durba Samanta Durba Samanta Orange County, California Area Details
Durba Samanta's Research Affiliates Experience May 2014 - Present
Job Creative Problem Solver // Graphic Designer
Industry Graphic Design
Experience
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

Kimberly Wright Backus, CFA Kimberly Wright Backus, CFA Newport Beach, California Details
Kimberly Wright Backus, CFA's Research Affiliates Experience 2013 - Present
Job Research Affiliates, LLC
Industry Investment Management
Experience
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

Amin Jafarian Amin Jafarian Greater New York City Area Details
Amin Jafarian's Research Affiliates Experience 2015 - 2015
Job Student at Princeton University
Industry Financial Services
Experience
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

Jie Edward Sheng, Ph.D. Jie Edward Sheng, Ph.D. Newport Beach, California Details
Jie Edward Sheng, Ph.D.'s Research Affiliates Experience January 2013 - Present
Job Researcher at Research Affiliates
Industry Investment Management
Experience
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

Mahyar Kargar Mahyar Kargar Greater Los Angeles Area Details
Mahyar Kargar's Research Affiliates Experience July 2013 - September 2013
Job PhD Student in Finance at UCLA Anderson School of Management
Industry Financial Services
Experience
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

Jonathan Treussard Jonathan Treussard Corona Del Mar, California Details
Jonathan Treussard's Research Affiliates Experience June 2014 - Present
Job Senior Vice President at Research Affiliates
Industry Investment Management
Experience
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

Jim Masturzo, CFA Jim Masturzo, CFA Newport Beach, California Details
Jim Masturzo, CFA's Research Affiliates Experience July 2013 - Present
Job Vice President, Asset Allocation at Research Affiliates
Industry Financial Services
Experience
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

Shaun Sanders, J.D. Shaun Sanders, J.D. Orange County, California Area Details
Shaun Sanders, J.D.'s Research Affiliates Experience May 2013 - August 2013
Job Collaboration Advocate @ UC Irvine Institute for Innovation
Industry Legal Services
Experience
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

Lisa Gravelle Lisa Gravelle Greater Los Angeles Area Details
Lisa Gravelle's Research Affiliates Experience March 2010 - September 2010
Job Vice President Event Planning
Industry Financial Services
Experience
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

Chan Mang Chan Mang San Antonio, Texas Details
Chan Mang's Research Affiliates Experience July 2013 - May 2014
Job Senior Quantitative Risk Analyst at USAA
Industry Financial Services
Experience
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

Doug Gratz Doug Gratz Greater Los Angeles Area Details
Doug Gratz's Research Affiliates Experience January 2006 - September 2013
Job Director, Global Business Development at Orpheus Risk Management Indices™
Industry Investment Management
Experience
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

Yadwinder Garg Yadwinder Garg Newport Beach, California Details
Yadwinder Garg's Research Affiliates Experience June 2013 - Present
Job Researcher at Research Affiliates
Industry Financial Services
Experience
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

Jay Yang Jay Yang San Francisco Bay Area Details
Jay Yang's Research Affiliates Experience October 2011 - January 2012
Job Financial Engineer/Fixed Income Desk at Magnetar Capital
Industry Financial Services
Experience
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

Karen Roberson Kamel Karen Roberson Kamel Orange County, California Area Details
Karen Roberson Kamel's Research Affiliates Experience September 2014 - March 2015
Job Marketing Consultant at Research Affiliates
Industry Venture Capital & Private Equity
Experience
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

Christopher Ariza Christopher Ariza Orange County, California Area Details
Christopher Ariza's Research Affiliates Experience July 2012 - Present
Job Composer & Programmer of Sonic Structures & Systems
Industry Music
Experience
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

Jack Wildermuth, CFA, CAIA Jack Wildermuth, CFA, CAIA Chicago, Illinois Details
Jack Wildermuth, CFA, CAIA's Research Affiliates Experience 2006 - 2008
Job Global Equities at Harris Associates
Industry Investment Management
Experience
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

Samuel Estacio Samuel Estacio Orange County, California Area Details
Samuel Estacio's Research Affiliates Experience September 2014 - October 2014
Job Consulting Analyst (via Vaco) at HCP
Industry Commercial Real Estate
Experience
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

Jason Hsu Jason Hsu Greater Los Angeles Area Details
Jason Hsu's Research Affiliates Experience February 2002 - Present
Job CoFounder and Vice Chair at Research Affiliates
Industry Investment Management
Experience
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

Kristen Hata Kristen Hata Irvine, California Details
Kristen Hata's Research Affiliates Experience 2015 - 2015
Job Co Founder at Cedar and Ivy
Industry Public Relations and Communications
Experience
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

Richard Doyon Richard Doyon Greater Los Angeles Area Details
Richard Doyon's Research Affiliates Experience March 2012 - May 2012
Job Salesforce.com Technical and Solutions Architect at Edmunds.com
Industry Information Technology and Services
Experience
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

Jose Maria Arturo IV Castillo Jose Maria Arturo IV Castillo San Francisco Bay Area Details
Jose Maria Arturo IV Castillo's Research Affiliates Experience April 2015 - Present
Job Vice President at Research Affiliates
Industry Financial Services
Experience
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

Robert Huntsman, CFA Robert Huntsman, CFA New York, New York Details
Robert Huntsman, CFA's Research Affiliates Experience January 2005 - December 2005
Job Vice President at Morgan Stanley
Industry Investment Management
Experience
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

Noah Beck Noah Beck United States Details
Noah Beck's Research Affiliates Experience January 2012 - Present
Job Quantitative Researcher at Research Affiliates
Industry Investment Management
Experience
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

Jonathan Stachel Jonathan Stachel Newport Beach, California Details
Jonathan Stachel's Research Affiliates Experience June 2015 - Present
Job Analyst Intern at Research Affiliates
Industry Financial Services
Experience
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

Greg McCarty Greg McCarty Greater Los Angeles Area Details
Greg McCarty's Research Affiliates Experience August 2007 - July 2009
Job AST Business Analyst at Green Dot Corporation
Industry Investment Management
Experience
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

Alex Pickard Alex Pickard Greater Los Angeles Area Details
Alex Pickard's Research Affiliates Experience January 2014 - Present
Job Investment Management Analyst at Research Affiliates
Industry Financial Services
Experience
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

Leo Chiang Leo Chiang New York, New York Details
Leo Chiang's Research Affiliates Experience June 2011 - September 2011
Job Hedge Fund Analyst at State Street
Industry Financial Services
Experience
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

Shane Shepherd Shane Shepherd Orange County, California Area Details
Shane Shepherd's Research Affiliates Experience August 2007 - Present
Job Senior Vice President at Research Affiliates
Industry Investment Management
Experience
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

Liza dela Cruz, MBA Liza dela Cruz, MBA Greater Los Angeles Area Details
Liza dela Cruz, MBA's Research Affiliates Experience June 2010 - February 2012
Job Director and Compliance Officer
Industry Financial Services
Experience
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

Tzee Man Chow Tzee Man Chow Orange County, California Area Details
Tzee Man Chow's Research Affiliates Experience May 2010 - Present
Job Research and Investment Management
Industry Investment Management
Experience
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

Omid Shakernia Omid Shakernia Newport Beach, California Details
Omid Shakernia's Research Affiliates Experience December 2009 - Present
Job Quantitative Research / Investment Management
Industry Investment Management
Experience
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

Sachin Garg Sachin Garg Irvine, California Details
Sachin Garg's Research Affiliates Experience September 2014 - Present
Job
Industry Information Technology and Services
Experience
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

Haralds Berzajs Haralds Berzajs Anaheim, California Details
Haralds Berzajs's Research Affiliates Experience April 2014 - Present
Job Senior System Engineer at Research Affiliates
Industry Information Technology and Services
Experience
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

Brent Leadbetter, CFA Brent Leadbetter, CFA Greater Los Angeles Area Details
Brent Leadbetter, CFA's Research Affiliates Experience 2009 - Present
Job Vice President at Research Affiliates
Industry Financial Services
Experience
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.)

Feifei Li Feifei Li Greater Los Angeles Area Details
Feifei Li's Research Affiliates Experience January 2009 - Present
Job Partner, Head of Research at Research Affiliates
Industry Investment Management
Experience
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

Darren Wagner Darren Wagner Newport Beach, California Details
Darren Wagner's Research Affiliates Experience December 2011 - Present
Job Brand Strategist
Industry Marketing and Advertising
Experience
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

Vibhor Khar Vibhor Khar Los Angeles, California Details
Vibhor Khar's Research Affiliates Experience June 2014 - September 2014
Job Model Risk Quant at MUFG
Industry Investment Management
Experience
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

Allison Gerety Allison Gerety Greater Los Angeles Area Details
Allison Gerety's Research Affiliates Experience Executive AssistantLucent Technologies1992 - 1999
Job Office & Human Resources Mgr at Research Affiliates
Industry Financial Services
Experience
Research Affiliates   Executive AssistantLucent Technologies1992 - 1999

Education
Pepperdine University   2003 — 2006
Master of Arts, Psychology

MA, Psychology   2002 — 2006

Alan Minmin Lin Alan Minmin Lin Greater Los Angeles Area Details
Alan Minmin Lin's Research Affiliates Experience October 2009 - Present
Job Vice President at Research Affiliates
Industry Investment Management
Experience
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

Dominic Pazzula Dominic Pazzula Charlotte, North Carolina Details
Dominic Pazzula's Research Affiliates Experience November 2013 - February 2015
Job Director of Product Development at The Financial Risk Group
Industry Investment Management
Experience
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

Ari Polychronopoulos, CFA Ari Polychronopoulos, CFA Orange County, California Area Details
Ari Polychronopoulos, CFA's Research Affiliates Experience July 2008 - Present
Job Vice President, Relationship Manager/Product Specialist
Industry Investment Management
Experience
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

Amie Ko, CFA Amie Ko, CFA Orange County, California Area Details
Amie Ko, CFA's Research Affiliates Experience October 2011 - Present
Job Senior Analyst at Research Affiliates
Industry Investment Management
Experience
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

SOUMIA HOUSNI SOUMIA HOUSNI Greater Boston Area Details
SOUMIA HOUSNI's Research Affiliates Experience Senior Regulatory AffairsGyrus ACMIMay 2006 - Present
Job Senior Regulatory Affairs at Gyrus ACMI
Industry Biotechnology
Experience
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

Janet Adkison Janet Adkison Newport Beach, California Details
Janet Adkison's Research Affiliates Experience May 2011 - Present
Job Marketing/HR
Industry Investment Management
Experience
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

El Winata El Winata Newport Beach, California Details
El Winata's Research Affiliates Experience January 2014 - Present
Job Analyst at Research Affiliates
Industry Financial Services
Experience
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

Ryan E Larson, CFA, CAIA Ryan E Larson, CFA, CAIA Orange County, California Area Details
Ryan E Larson, CFA, CAIA's Research Affiliates Experience 2010 - Present
Job Investment
Industry Investment Management
Experience
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)

Michelle Yuen Ton Michelle Yuen Ton Newport Beach, California Details
Michelle Yuen Ton's Research Affiliates Experience March 2011 - Present
Job Associate, Institutional Relations at Research Affiliates
Industry Investment Management
Experience
Research Affiliates   March 2011 - Present
Fluor  July 2008 - June 2009

Education
University of California, Irvine   2004 — 2008
BS, Materials Science Engineering

Daniel Harkins Daniel Harkins Orange County, California Area Details
Daniel Harkins's Research Affiliates Experience November 2006 - Present
Job Chief Legal Officer
Industry Investment Management
Experience
Research Affiliates   November 2006 - Present

Education
University of Kansas

Ranaji Krishna Ranaji Krishna San Francisco Bay Area Details
Ranaji Krishna's Research Affiliates Experience June 2013 - September 2013
Job Quantitative Analyst at Intercom
Industry Research
Experience
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

Janine Nesbit Janine Nesbit Greater Los Angeles Area Details
Janine Nesbit's Research Affiliates Experience 2002 - 2010
Job Retired Attorney
Industry Real Estate
Experience
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

Brian Ralph Brian Ralph Orange County, California Area Details
Brian Ralph's Research Affiliates Experience August 2014 - Present
Job VP Institutional Relations at Research Affiliates
Industry Investment Management
Experience
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

Joseph Shim Joseph Shim Newport Beach, California Details
Joseph Shim's Research Affiliates Experience January 2011 - Present
Job Senior Researcher, Research and Investment Management
Industry Investment Management
Experience
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

Shaun Patel, CIMA Shaun Patel, CIMA Greater Philadelphia Area Details
Shaun Patel, CIMA's Research Affiliates Experience September 2014 - Present
Job Vice President, Institutional and Consultant Relations at Research Affiliates
Industry Financial Services
Experience
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)

Esther Zhao Esther Zhao San Francisco Bay Area Details
Esther Zhao's Research Affiliates Experience June 2010 - July 2010
Job Credit Risk Analyst II at MUFG Union Bank
Industry Financial Services
Experience
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

Lillian Wu Lillian Wu Newport Beach, California Details
Lillian Wu's Research Affiliates Experience January 2013 - Present
Job Researcher at Research Affiliates
Industry Investment Management
Experience
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

Hannah Murphy Hannah Murphy Newport Beach, California Details
Hannah Murphy's Research Affiliates Experience February 2015 - Present
Job Senior Assistant at Research Affiliates
Industry Real Estate
Experience
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

Yuyi Zhang Yuyi Zhang San Diego, California Details
Yuyi Zhang's Research Affiliates Experience June 2012 - August 2012
Job Risk Analytics Software Engineer at MSCI Bara
Industry Financial Services
Experience
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

Yuzhao Zhang Yuzhao Zhang Greater New York City Area Details
Yuzhao Zhang's Research Affiliates Experience August 2003 - March 2004
Job Assistant Professor of Finance at Rutgers University
Industry Higher Education
Experience
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

Lisa Higa Lisa Higa Huntington Beach, California Details
Lisa Higa's Research Affiliates Experience June 2013 - Present
Job Senior Vice President Client Services at Research Affiliates
Industry Investment Management
Experience
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

George Leftwich George Leftwich Greater Los Angeles Area Details
George Leftwich's Research Affiliates Experience 2009 - 2011
Job Leadership Consultant and Coach
Industry Management Consulting
Experience
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

Kaitlin Agee Kaitlin Agee Irvine, California Details
Kaitlin Agee's Research Affiliates Experience March 2013 - Present
Job Associate at Research Affiliates
Industry Investment Management
Experience
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

Allison Mayer-Gerety Allison Mayer-Gerety Glendora, California Details
Allison Mayer-Gerety's Research Affiliates Experience September 2003 - January 2009
Job Human Resources and Office Management
Industry Investment Management
Experience
First Quadrant  March 2011 - Present
Research Affiliates   September 2003 - January 2009

Education
Pepperdine University
Master of Arts (MA), Psychology

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