kartik ghia

Co-Head of Systematic Strategies Research

Bloomberg

Kartik Ghia is the Co-Head of Systematic Strategies Research at Bloomberg. He has written extensively on factor investing and developed risk premia strategies and portfolios across the asset class spectrum. His work on commodities benchmarks include the development of factor-tilted benchmarks and alternative risk premia overlays. Prior to Bloomberg, he worked at Barclays and JPMorgan as an index researcher. Kartik received his Ph.D. in Statistics from The Wharton School, University of Pennsylvania and his MPhil & MA from the University of Oxford.

Steve Hou

Index & ESG Research

Bloomberg LP

Steve Hou is a researcher on Bloomberg’s Index & Portfolio Research team. His research covers systematic equity and multi-asset investment strategies, which he applies in close collaboration with the Multi-Asset Index Product team to produce investable index products. Prior to joining Bloomberg, Steve was a quantitative researcher at AQR Capital Management LLC, where he worked on systematic stock selection and tax efficient investment strategies. Steve graduated with a PhD in Financial Economics from the University of Michigan in 2018. He previously completed graduate and undergraduate studies from ETH Zurich and the University of Virginia.

Casey C. Clark, CFA

Global Head of ESG Investments

Rockefeller Asset Management

Casey C. Clark, CFA is a Managing Director, Global Head of Environmental, Social and Governance (ESG) Investments, Portfolio Manager, and member of Rockefeller Capital Management’s Management Committee. Mr. Clark leads ESG research & engagement efforts across investment strategies within Rockefeller Asset Management and serves as a Portfolio Manager on thematic equity offerings, including Rockefeller’s Climate Solutions Strategy. In this role, he is responsible for helping to generate alpha and positive outcomes while overseeing a team that specializes across three core ESG-integrated functions: (1) Fundamental research, (2) Quantitative research and (3) Shareholder engagement. Prior to joining Rockefeller in 2019, Mr. Clark worked as Managing Director and Director of Sustainable and Impact Investing at Glenmede, where he helped launch and build Glenmede’s sustainable and impact investing business. He joined Glenmede in 2008 in fixed income portfolio management and transitioned to a macroeconomic research analyst position on the investment strategy team before assuming the Director role in February 2017.

Mr. Clark has authored numerous investment and sustainability-related publications and has been featured in several print and broadcast media segments. He is a graduate of Pennsylvania State University, earned his MBA from the Stern School of Business at New York University and retains the Charter Financial Analyst® charterholder designation.

ARTHUR LINDEMAN

Head of Index and ESG Quant Research

BLOOMBERG/ 731 LEX

AJ is the head of the Index and ESG Research team within Bloomberg's Index & Portfolio Research team. Prior to joining Bloomberg, he was at Benchmark Solutions and Morgan Stanley as a Fixed Income quant. He has a PhD in mathematics from Purdue University.

Bob Huber

ESG Product Specialist

BLOOMBERG/ 731 LEX

With over 20 years of experience at Bloomberg L.P., Bob is an equity markets product specialist that works closely with the investment management community. Specializing in equity valuations, portfolio and risk analysis, environmental social governance (ESG) data, and idea generation, Bob identifies clients' needs and incorporates Bloomberg solutions that help facilitate portfolio management decisions, research, and trade execution. Starting in 1991, Bob has held roles in sales and sales management for the Bloomberg core product offering. Prior to Bloomberg, Bob worked in the treasury department of Goldman Sachs & Co and holds a BBA from Villanova University.

Brian Colantropo

Sustainable Finance Solutions, 3rd Party ESG Partnerships

Bloomberg L.P.

Brian oversees 3rd Party ESG Partnerships at Bloomberg. He is responsible for understanding the client use case for non-publicly disclosed ESG data sets and ensuring Bloomberg clients have access to the data and applications needed to facilitate ESG integration.

Patricia Torres

Global Head of Sustainable Finance Solutions

Bloomberg L.P.

Patricia Torres is Global Head of Sustainable Finance Solutions at Bloomberg, where she leads the Sustainable Finance solutions team, a group that is focused on ESG data, scores, regulatory solutions, third party data, Gender equality index and analytics. Previously, Patricia held several positions at Bloomberg, namely as Global Head for Financial Products Knowledge Group - leading a global team of learning consultants whose job was to create impactful change management programs aligned with Bloomberg’s new Enterprise Operating Model, as Regional Sales Manager, and as Regional Manager in the Data Department. Patricia has also worked as a consultant for Roland Berger Strategy Consultants, spanning different sectors, from the clothing segment, the mobile telecoms sector, and the digital and imaging technology market.

Antonios Lazanas

Head of Portfolio and Index Research

Bloomberg L.P.

Antonios Lazanas is the head of Portfolio, Index and ESG Research at Bloomberg. His team is responsible for developing advanced multi-asset portfolio analysis and construction models, analyze risk premia across asset classes and embed them in customized index solutions, and synthesize ESG data into meaningful measures that are then deployed in portfolio and index construction in a disciplined fashion. Antonios has been involved in the quantitative portfolio and index research area for 20 years. His teams have introduced a number of innovative ideas such as using duration-times-spread in risk modeling and explaining the returns of alternative investments with a well-defined set of risk premia. Prior to joining Bloomberg, Anthony was the co-head of Barclays Risk Analytics and Index Solutions where he oversaw the successful transition of the Barclays Index and Portfolio business to Bloomberg in August 2016. He joined Barclays in 2008 after spending thirteen years at Lehman Brothers. Antonios holds a PhD and Masters in Computer Science from Stanford University. He began his career in 1993 at Salomon Brothers as an interest-rate modeler.

Lingjuan Ma

Researcher

Bloomberg

Lingjuan Ma serves as a Quantitative Researcher at Bloomberg. Prior to joining Bloomberg, Lingjuan spent eight years as a research manager at FTSE Russell, where she was responsible for smart beta indices development, integrating ESG considerations into factor investing and investment research. Before joining FTSE Russell, lingjuan served for five years as a sell-side analyst at Citigroup Global Markets and Credit Suisse. She also spent three years at MSCI Barra where she developed equity factor risk models. Lingjuan holds a MSc degree in Econometrics and Mathematical Economics from the London School of Economics and a MA degree in Economics from the University of Saskatchewan.

Amine El Khanjar

Quantitative Research

BLOOMBERG/ 731 LEX

Amine El Khanjar is a quantitative researcher in the portfolio and risk analytics group at Bloomberg. His research focuses on fixed income analytics, credit selection strategies, liquidity along with risk modelling. Prior to joining Bloomberg in 2016, he was a senior researcher at Barclays Capital. Amine holds a Masters degree in Financial Engineering from New York University (NYU) and an Engineering degree from Ecole Polytechnique in Paris.

Zarvan Khambatta

Senior Researcher

Bloomberg

Zarvan Khambatta is the Co-Head of Systematic Strategies Research at Bloomberg. Zarvan's work has focused on topics such as investing with risk premia-based investment strategies, tail-risk hedging, portfolio construction and strategy allocation. His clients include pension funds, foundations and endowment investors, as well as private banks and asset managers. Zarvan's group produces both white papers as well as investable indices that track the performance of specific investment strategies that span all major asset classes and geographies. Prior to joining Bloomberg, Zarvan worked at Barclays. He received an MBA from the University of Chicago Booth School of Business and is a CFA and CAIA charterholder.

Michael Donat

Quantitative Research

BLOOMBERG/ 731 LEX

Michael Donat, CFA, is a researcher on the Index and Portfolio Research team. His research includes tradeable alternative risk premia strategies and multi-asset portfolio construction. Prior to joining Bloomberg, Michael was a business manager at Barclays Capital within the Barclays Risk Analytics and Index Solutions business. He is a graduate of SUNY Binghamton's School of Management and is a lover of aviation and flightless birds (penguins).

Paul Salerno

Global Head of Sales and Relationship Management

BLOOMBERG/ 731 LEX

Paul Salerno is the Global Head of Index Sales and Relationship Management, a role he has been in since late 2019. He led both PORT and Index sales at Bloomberg following the acquisition of Barclays Risk, Analytics and Index Solutions for three years prior. At Barclays Investment Bank, he had served for eight years as Head of Index and POINT Sales and Marketing (Americas), and subsequently as Co-Head of Barclays Risk Analytics and Index Solutions. Before Barclays, he was a Senior Vice President in Research for Lehman Brothers until 2008. He started his career at Bloomberg in 1996. Paul graduated from Rutgers University in 1996 with a BS in Finance.

Vincent Denoiseux

Head of ETF Research and Solutions

Lyxor Asset Managment

Vincent Denoiseux has a 18-years’ experience in quantitative research, derivatives, structuring and portfolio construction.

Before joining Lyxor, Vincent was DWS’ Head of Portfolio Solutions. Within DWS he spearheaded the research initiatives of the Passive business about themes like ETFs vs Futures, market liquidity and quantitative investing. Previously he developed fund linked investment solutions at Exane Derivatives (BNP Paribas), focusing on hedge funds and liquid absolute return strategies. Prior moving to capital markets, Vincent was a Head of Quantitative Research, firstly at BNP Paribas Investment Partners and subsequently for Lehman Brothers Asset Management. Vincent has also been a Lecturer in Quantitative Portfolio Management at Ecole Centrale Paris from which he graduated.

Dave Gedeon

Head of Bloomberg’s Equity, Commodity and Strategy Index business

Bloomberg L.P.

Mr. Gedeon oversees the strategy and development of products and services for Bloomberg’s Multi-Asset Index business, including the commodity and alternatives index suite, multi-asset strategies, 3rd party calculation efforts, and the global equity expansion. Mr. Gedeon serves as head of Multi-Asset Product and co-head of Bloomberg Indices. He is a recognized industry leader in index design and implementation. Prior to joining Bloomberg in January 2020, Mr. Gedeon was the Global Head of Research & Development at Nasdaq and was responsible for index product management, development, and research of Nasdaq Global Indexes. During his tenure, he oversaw the launch of thousands of indexes and subsequent product growth.

Mr. Gedeon holds a B.A. in economics from Denison University, and enjoys biking, golfing, rugby, and spending quality time with his family.

Antonios Lazanas

Head of Portfolio and Index Research

Bloomberg L.P.

Antonios Lazanas is the head of Portfolio, Index and ESG Research at Bloomberg. His team is responsible for developing advanced multi-asset portfolio analysis and construction models, analyze risk premia across asset classes and embed them in customized index solutions, and synthesize ESG data into meaningful measures that are then deployed in portfolio and index construction in a disciplined fashion. Antonios has been involved in the quantitative portfolio and index research area for 20 years. His teams have introduced a number of innovative ideas such as using duration-times-spread in risk modeling and explaining the returns of alternative investments with a well-defined set of risk premia. Prior to joining Bloomberg, Anthony was the co-head of Barclays Risk Analytics and Index Solutions where he oversaw the successful transition of the Barclays Index and Portfolio business to Bloomberg in August 2016. He joined Barclays in 2008 after spending thirteen years at Lehman Brothers. Antonios holds a PhD and Masters in Computer Science from Stanford University. He began his career in 1993 at Salomon Brothers as an interest-rate modeler.

ALPER ATAMTURK

Head of Portfolio Optimization Research

BLOOMBERG/ SAN FRANCISCO

Benjamin Morris

Product Manager, ETF solutions

Bloomberg L.P.

Ben Morris is global head of Bloomberg's BSKT product. With a decade's experience across a broad spectrum of the ETF market, his background in ETF Fund Accounting, Sales, Portfolio Management and Consulting lends to his abilities as an ETF Product Manager for Bloomberg. Ben has a passion for driving efficiency and modernization across the ETF marketplace. Ben has a degree in Economics and Psychology from Wesleyan University and in his spare time, he enjoys woodworking and sailing.

Armando Carpio

AIM Order Management Product

Bloomberg L.P.

Armando Carpio is a Product Manager in the AIM Order Management group at Bloomberg. He focuses on multi-asset order management, trade processing and allocation fairness. Prior to joining Bloomberg in 2010, he was a multi-asset trader at Mediolanum Asset Management - Dublin. Armando holds a Masters Degree in Economics and attended the LUISS Guido Carli University in Rome and the HEC Montreal.

Morgan Smith

AIM Decision Support Product

Bloomberg L.P.

Bloomberg AIM Product Manager focusing on Decision Support and Portfolio Management solutions.

Aryeh Hauptman

AIM Order Management Product

Bloomberg L.P.

Antonios Lazanas

Head of Portfolio, Index & ESG Research

Bloomberg

Antonios Lazanas is the head of Portfolio, Index and ESG Research at Bloomberg. His team is responsible for developing advanced multi-asset portfolio analysis and construction models, analyze risk premia across asset classes and embed them in customized index solutions, and synthesize ESG data into meaningful measures that are then deployed in portfolio and index construction in a disciplined fashion. Antonios has been involved in the quantitative portfolio and index research area for 20 years. His teams have introduced a number of innovative ideas such as using duration-times-spread in risk modeling and explaining the returns of alternative investments with a well-defined set of risk premia. Prior to joining Bloomberg, Anthony was the co-head of Barclays Risk Analytics and Index Solutions where he oversaw the successful transition of the Barclays Index and Portfolio business to Bloomberg in August 2016. He joined Barclays in 2008 after spending thirteen years at Lehman Brothers. Antonios holds a PhD and Masters in Computer Science from Stanford University. He began his career in 1993 at Salomon Brothers as an interest-rate modeler.

Maggie Berry

AIM Americas Manager for Tier 1 Global Majors

Bloomberg LP

Jose Menchero

Head of Portfolio Analytics Research

Bloomberg L.P.

Jose Menchero serves as Head of Portfolio Analytics Research at Bloomberg. Jose and his team are responsible for developing the full suite of factor risk models spanning multiple asset classes, as well as portfolio risk and return attribution, portfolio construction, and portfolio optimization.

Prior to joining Bloomberg, Jose was the founder and CEO of Menchero Portfolio Analytics Consulting. Before founding his consulting firm, Jose worked for eight years at MSCI, where he was Managing Director responsible for developing the Barra equity risk models, and for portfolio construction research. Jose also served for seven years as Director of Research at Thomson Financial, where he developed several risk and return attribution methodologies, as well as equity factor risk models.

Jose has over 30 finance publications in leading practitioner journals. Before entering finance, Jose was Professor of Physics at the University of Rio de Janeiro in Brazil. Jose holds a PhD in theoretical physics from the University of California at Berkeley, and a BS degree in aerospace engineering from the University of Colorado at Boulder. Jose is a CFA Charterholder.

Ercument Cahan

Portfolio & Risk Analytics Research

Bloomberg L.P.

Ercument Cahan is Senior Quant Researcher at Portfolio Analytics Research at Bloomberg. Ercument is responsible for developing the full suite of equity and fund factor risk models, as well as portfolio risk and return attribution, portfolio construction, and portfolio optimization. Prior to joining Bloomberg, Ercument worked at Allianz Global Investor Capital as a quantitative researcher, where he worked worked on option risk models. Ercument also worked at Platinum Grove Asset Management as a quant researcher, where he developed statistical factor models and GDP nowcasting algorithms. Ercument holds a PhD in economics from the University of Washington, and a BS degree in economics and political science from METU in Turkey. Ercument is a CFA Charterholder.

Peng Li

Portfolio & Risk Analytics Research

Bloomberg L.P.

Peng Li is a Portfolio Risk and Analytics Researcher at Bloomberg. His team is responsible for developing the full suite of factor risk models covering multiple asset classes. Peng also develops and manages the Commodity Risk Model on PORT. Prior to joining Bloomberg, Peng worked for six years at Credit Suisse Securities, where he was a quantitative strategist with multiple trading desks. He was responsible for developing quantitative models and strategies for commodities and commodity index trading, as well as credit trading. Peng holds a PhD in Operations Research and a MS degree in Statistics from the University of California at Berkeley, and a BS degree in Applied Mathematics from Fudan University.

Andrew Cohen

Head of Portfolio and Risk Product

Bloomberg

Antonios Lazanas

Head of Portfolio and Index Research

Bloomberg L.P.

Antonios Lazanas is the head of Portfolio, Index and ESG Research at Bloomberg. His team is responsible for developing advanced multi-asset portfolio analysis and construction models, analyze risk premia across asset classes and embed them in customized index solutions, and synthesize ESG data into meaningful measures that are then deployed in portfolio and index construction in a disciplined fashion. Antonios has been involved in the quantitative portfolio and index research area for 20 years. His teams have introduced a number of innovative ideas such as using duration-times-spread in risk modeling and explaining the returns of alternative investments with a well-defined set of risk premia. Prior to joining Bloomberg, Anthony was the co-head of Barclays Risk Analytics and Index Solutions where he oversaw the successful transition of the Barclays Index and Portfolio business to Bloomberg in August 2016. He joined Barclays in 2008 after spending thirteen years at Lehman Brothers. Antonios holds a PhD and Masters in Computer Science from Stanford University. He began his career in 1993 at Salomon Brothers as an interest-rate modeler.

Mike Fong

Senior Investment Risk Manager

Franklin Templeton

Mike Fong is a senior risk manager in the Investment Risk Management Group for Franklin Templeton Investments. He is currently a risk consultant for the domestic multi-sector fixed-income investment team and a risk consultant for the municipal bond investment team. Upon joining Franklin Templeton Investments in 2011, Mr. Fong brought with him much fixed-income experience from his previous roles. At Gifford Fong Associates he was a fixed-income application developer. At Prudential he was a fixed-income portfolio research analyst for the Capital Management Group. At Barclays Global Investors he started as a fixed-income portfolio researcher then became a portfolio manager and trader. At Mellon he was a fixed-income portfolio manager and trader. Mr. Fong earned a B.A. in applied mathematics and a B.A. in statistics from the University of California, Berkeley, and an M.B.A. in finance and international business from NYU Stern School of Business. Mr. Fong is a Chartered Financial Analyst (CFA) charter holder and is a member of the CFA Institute and the CFA Society of San Francisco. Mr. Fong also holds the Financial Risk Manager (FRM) designation and is a member of the Global Association of Risk Professionals

Matt Brundage

Head of Americas Buy-Side Sales Management

Bloomberg L.P.

Matt Brundage manages Bloomberg’s Buy-Side Product Sales and Relationship division for the Americas. In this role, Matt supports client relationships across three of Bloomberg’s most strategic investments for the buy-side: our portfolio risk and attribution franchise, our order management business and our risk solutions. Prior to this, Matt looked after our Americas Analytics Team across New York, San Francisco and Brazil. His team of 400 managed inquiries from a broad range of clients across the Terminal and execution platforms as well as our order management systems. Matt has also served as Bloomberg's Global Sales COO. In this role, He helped to create, implement and execute large-scale strategies to grow and maintain Bloomberg's business across all of its clients. Matt holds a bachelor's degree in Finance from the University at Albany - State University of New York.