Featuring Mohamed El-Erian

Mohamed A. El-Erian has worked on economic and financial issues in both the public and private sectors. He is the Chief Economic Advisor at Allianz, the corporate parent of PIMCO where he formerly served as chief executive and co-chief investment officer (2007-14) and is a Professor of Practice at the Wharton School. He also serves as senior advisor to Gramercy, a columnist for Bloomberg View, a contributing editor at the Financial Times, and a member of the boards of Barclays and UnderArmour, as well as several non-profits. Elected in May 2019, he is scheduled to succeed Lord Eatwell as President of Queens’ College Cambridge in October 2020.

From December 2012 to January 2017, Dr. El-Erian chaired President Obama’s Global Development Council. He was named to Foreign Policy’s list of “Top 100 Global Thinkers” for four years in a row.

Dr. El-Erian first joined PIMCO in April 1999 and, until February 2006, led the emerging markets portfolio management team. He returned to PIMCO in December 2007 as co-CEO and co-CIO. Prior to PIMCO, he was an international civil servant at the IMF in Washington DC for 15 years and, for the two years interim years, president and CEO of Harvard Management Company, the entity that manages Harvard’s endowment.

He has published widely on international economic and finance topics. His 2008 book, "When Markets Collide," was a New York Times and Wall Street Journal bestseller, won the Financial Times/Goldman Sachs Business Book of the Year and was named a book of the year by The Economist and one of the best business books of all time by the Independent (UK). His 2016 book, "The Only Game in Town: Central Banks, Instability and Avoiding the Next Collapse," was also a New York Times bestseller, was listed by Inc.as one of the "25 of the Most Inspiring Books Everyone Should Read."

He holds a master's degree and doctorate in economics from Oxford University and received his undergraduate degree in Economics from Cambridge University. He is a huge fan of the New York Jets and New York Mets.

The CAIA Association
The CAIA Association is a global professional credentialing body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. A Member-driven organization representing professionals in more than 95 countries, CAIA Association advocates for the highest ethical standards. The organization provides unbiased insight on a broad range of investment strategies and industry issues, key among them being efforts to bring greater diversification to portfolio construction decisions to achieve better long-term investor outcomes. To learn more about the CAIA Association and how to become part of the organization’s mission, please visit https://caia.org/.

FactSet
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The FDP Institute
The Financial Data Professional Institute (FDPI) was established by the  CAIA Association to address the growing need in finance for a workforce that  has the skills to perform in a digitized world where an increasing number of decisions will be data and analytics driven. The Financial Data Professional (FDP) is a global designation for  investment professionals with data science skills.

MUFG
MUFG Investor Services is an industry leader in asset servicing, banking and fund financing, working with some of the largest investment firms in the world. Leveraging the financial and intellectual capital of Mitsubishi UFJ Financial Group (“MUFG”), one of the largest banks in the world with more than US$2.8 trillion in assets, our diversified client base includes hedge funds, fund of hedge funds, regulated funds, private equity and real asset funds across a broad array of investment strategies, asset types, and fund structures.

Our foundation is rooted in the commitment to meet the needs of our customers. Our global scale, breadth of services, and industry leading technology, along with the quality of our insights allow us to create partnerships with our clients and distinctive solutions that meet their specific priorities. www.mufg-investorservices.com

State Street
We’re at the heart of financial services. And our clients are at the heart of everything we do. We develop solutions to meet their challenges. We recruit the best. We build partnerships and invest in innovation to help them innovate and grow. Through our new fully interoperable platform, State Street Alpha SM , we bring together our clients’ choice of real-time data and intelligence across the investment lifecycle to help them make better decisions and deliver growth for their clients. With built-in flexibility and scalability, Alpha lets clients manage any assets in any market and streamline their day-to-day processes — helping to facilitate innovation, better inform investment decisions, optimize returns and streamline business operations.

Vanguard
Vanguard was founded in 1975 upon a simple, but revolutionary idea: an enterprise owned by the mutual funds it offers and managed solely in the interests of its fund shareholders. Unlike other investment management companies, Vanguard is owned by the Vanguard funds, which in turn are owned by our clients. This unique structure represents a radical departure from the industry norm, where management companies ultimately serve their fund and company owners.

Headquartered in Malvern, Pennsylvania and with offices worldwide, Vanguard is one of the largest investment management companies offering actively managed, index, and exchanged-traded funds, advice, and related services to more than 30 million clients. Vanguard manages more than $5.9 trillion on behalf of individuals, institutions, and financial professionals.

More than 17,000 crew—what Vanguard calls its’ employees—serve our clients with dedication, integrity, and care—guided by a clear purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.