Investment with Inflation: A Multi-Asset Approach

Jce Kairen

Index Specialist

BLOOMBERG/ 731 LEX

Joe Kairen is Index Sales Specialist at Bloomberg with an expertise in index strategies across factors, dividends, thematics, volatility, quantitative, and asset-allocation. In his role at Bloomberg, Joe works closely with clients and the Bloomberg product, marketing, and research departments to bring new index ideas to market. Prior to joining Bloomberg, Joe was the Global Head of Strategy & Volatility Index Product Management at S&P Dow Jones Indices. Prior S&P, Joe worked in a number of positions including five years at J.P. Morgan on both the Index Research (four years) and Market Risk (one year) teams. He also helped clients on a number of strategic assignments across the financial services industry while he was part of the management consulting practice at PriceWaterhouseCoopers. Joe holds an MBA from Columbia Business School and a Bachelor’s of Science in Management of Information Systems from Rutgers College.

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.

Salvatore Bruno

Chief Investment Officer & Managing Director

IndexIQ

Sal is the Chief Investment Officer and Managing Director at IndexIQ. His primary responsibility is developing and maintaining the firm's investment strategies. Sal joined the firm in 2007. Previously, he held senior positions at Deutsche Asset Management (DeAM), including Director and Portfolio Manager for a U.S. large cap core equity mutual fund with approximately $6 billion in assets under management. Prior to that, he was the Head of Advanced Quantitative Research at DeAM where he directed the quantitative research effort to support numerous products including quantitative equity strategies, global asset allocation, passive risk-based alternative beta portfolios, and probabilistic efficient frontiers. He also co-developed the strategy to combine fundamental and quantitative research into a single portfolio. He has worked in the financial services industry since 1988. Sal earned a B.S. in Applied Economics and Business Management from Cornell University and an M.B.A. in Finance and Economics from the New York University Leonard N. Stern School of Business.

Lauren Goodwin

Portfolio Strategist

New York Life Investments

Lauren, an Economist and Director of Portfolio Strategy at New York Life Investments, was named a 2020 Business Insider Rising Star of Wall Street.* Her Multi-Asset Solutions team manages a combined $9.5B in assets (as of 12/31/20), including MainStay’s Income Builder Fund, Asset Allocation ETFs, and bespoke investment solutions. Lauren’s work focuses on mapping global macro and capital markets trends to asset management strategy. She is responsible for economic and market research, asset allocation, and thought leadership, and is also a regular spokesperson for the firm at conferences and in television and print media outlets such as: Bloomberg, CNBC, CNN, and Barron’s. Prior to joining the firm, Lauren held economist positions at JPMorgan, Wells Fargo, Frontier Strategy Group, and the OECD. She is a CFA Charterholder, graduated summa cum laude from the University of Southern California and holds a master’s degree in international economics from Johns Hopkins.