David Goerz
Verified
• Effective leader of equity and fixed income investment teams, chaired asset allocation committees at large asset manager and asset owner (pension, SWF) firms for institutional, mutual fund, high net work, and sovereign wealth clients for 28 years, including CIO since 2002.
• Developed unique innovative investment applications, methodologies and strategies for global tactical asset allocation, strategic policy allocation, currency management, return forecasting, quantitative security selection, portfolio optimization, risk management, and derivatives, including first know applications of completion and transition fund management.
• Successful value added portfolio manager and quantitative engineer of global tactical asset allocation, strategic policy allocation, currency management, multi-asset allocation, quantitative equity strategies, and venture capital.
• Recruited and managed highly regarded investment talent in portfolio management, investment research (quantitative and fundamental), trading, product management, and software development
• Led significant investment in new product development across a variety of investment disciplines
• BS - Applied Mathematics at UCLA and MS, Operations Research Engineering at Stanford University