Michael Ashley Schulman, CFA
Verified
Michael has 20+ years of co-chief investment officer and portfolio management experience building, managing, trading, and sourcing hedge fund, alternative, fixed income, and equity portfolios for institutional and high net worth clients
-- MBA from the MIT Sloan, CFA designation, BA in Economics from UC Berkeley
-- Strong strategy, modeling, public speaking, and client and team interaction skills
-- Implemented a robo strategy and created quantitative and fundamental models that successfully managed portfolios
-- Board of Directors, Board Observer, and Advisory Board experience, and past President of CFA Society of Orange County
-- Consulted for the World Federation of Exchanges, the Colombian Financial Exchange, Accenture, and high-tech firms; served as an expert legal witness; and has presented at forums and conferences in California, New York, Malaysia, Argentina, and Spain
Michael focuses on the global investment outlook, alternative strategies, asset allocations, economic and company specific research, structure and security selection, and trading relationships. He also created and backtested the quantitative model for Hollencrest Bayview Partners, L.P., a fixed-income arbitrage, real return hedge fund
Michael has broad experience in top-down and bottom-up analysis from both the fundamental and quantitative perspective across a wide variety of financial instruments
He is on the Advisory Board for Huntington Capital Fund III and sits on the Board of two venture backed high-tech firms
Michael previously was a Portfolio Manager at Pacific Income Advisors, a Manager in the strategy group at Accenture, and a Vice President, CDO/Quantitative Analysis Specialist at Deutsche Bank
Within the community, Michael served as President of the CFA Society of Orange County and remains active with the Society. Michael also served on the Advisory Board of the UC Irvine, Paul Merage School of Business, Center for Investment and Wealth Management.