Steven Bloom, CFA
Verified
Steven Bloom, CFA, is an alternative investments portfolio manager who, for over 20 years, has experience researching, originating, underwriting, recommending, and managing listed and private fund investments in alternative asset classes, real estate, and REITs.
In his most recent position as a portfolio manager for APG he originated and/or managed $1 billion of the $5.5 billion global Opportunity Fund. His expertise is in sourcing investment opportunities in emerging and niche sectors such as alternative reinsurance, energy infrastructure, impact investments, intellectual property, and real estate.
Steven's experience is unusual in that he has worked with both listed and private investments and has held positions on the sell side and buy side. When he was a multi-family real estate investment trust analyst for Morgan Stanley he ranked highly in the annual Greenwich Research client poll, and as a telecom and technology stock analyst/PM for HSBC Asset Management he headed the global TMT team and fund.
Steven recognizes the importance of risk management and as a result has developed financial and risk models that incorporate stress testing, scenario analysis, and risk premia calculations.