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Lisa Goldberg to be a panelist at the “Wealth Management Series: Commoditization of Long Only Equities”

October 12, 2017 @ 3:00 pm - 5:00 pm

The “Wealth Management Series: Commoditization of Long Only Equities” is presented by CFA Society of San Francisco.

Lisa Goldberg, PhD, Director of Research, Aperio Group

Lisa Goldberg is Aperio’s Director of Research. She has a joint appointment in Statistics and Economics at the University of California, Berkeley, where she serves as Co-Director of the Consortium for Data Analytics in Risk (CDAR). Prior to joining Aperio, Lisa was Executive Director of Research at MSCI, where she oversaw research supporting asset managers, pension funds, endowments, and sovereign wealth funds, with an emphasis on risk due to extreme events, asset allocation, and credit. She has held academic positions at City University of New York, the Institute for Advanced Study, l’Institut des Hautes Études Scientifiques, and the Mathematical Sciences Research Institute, and she was a Sloan Fellow from 1987 to 1990. She serves on the editorial board of the Financial Analysts Journal, and she is an expert judge for the Haas Business School’s Moskowitz Prize for Socially Responsible Investing. She is the co-author of a book, Portfolio Risk Analysis, and more than 40 of her articles on mathematics and quantitative finance have been published in peer-reviewed journals. Lisa, with co-authors Robert Anderson and Stephen Bianchi, was awarded a Graham and Dodd Scroll Award for Excellence by the Financial Analysts Journal for “Will My Risk Parity Strategy Outperform?” in 2012. With Aperio co-authors Ran Leshem and Patrick Geddes, Lisa was awarded a Harry M. Markowitz Special Distinction Award by the Journal of Investment Management for “Restoring Value to Minimum Variance” in 2014. Lisa holds a BA in Mathematics from the University of Rochester and a PhD in Mathematics from Brandeis University.

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October 12, 2017
3:00 pm - 5:00 pm
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