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@aperiogroup.com
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2 phones found area 415
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Dorian Randy Young, Cfa, Caia is listed as Head of Investment Strategy at Aperio Group at Aperio, based in San Francisco, California, United States. AeroLeads shows a work email signal at aperiogroup.com, phone signal with area code 415, and a matched LinkedIn profile for Dorian Randy Young, Cfa, Caia.
Dorian Randy Young, Cfa, Caia previously worked as Head of Investment Strategy at Aperio and Senior Investment Consultant at Milliman Investment Consulting. Dorian Randy Young, Cfa, Caia holds Mba With Honors, Financial Management & International Business from The University Of Chicago - Booth School Of Business.
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AeroLeads found 1 current-domain work email signal for Dorian Randy Young, Cfa, Caia. Compare company email patterns before reaching out.
Head of Investment Strategy on the Aperio portfolio management team (now part of BlackRock). Investment strategist covering tax-loss harvesting, quantitative portfolio management, optimization and risk models, "direct indexing" before it was, and unique client situations and solutions.Experience with passive and active equity management, investment consulting, asset allocation, manager research, and back-testing/simulation.
Listed skills include Asset Allocation, Portfolio Management, Equities, Asset Management, and 41 others.
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San Francisco Bay Area
Investment strategist and portfolio manager for factor-based (smart beta), values-aligned, and tax loss harvesting strategies for long-only and long/short (130/30) portfolios. Co-manage $90 billion in US, international, and global equities. Develop customized solutions for unique client objectives.Head 5-person team of investment strategists and tax economists.
San Francisco
Provided general investment field consulting to large public defined benefit and defined contribution plans with combined assets of $25 billion.Conducted manager research across traditional and alternative asset classes.Conducted detailed asset class searches for clients, including searches for international equities, emerging markets, high yield fixed income, bank loans, unconstrained fixed income, global REITs, real total/absolute return, and private equity fund of funds.Overhauled asset allocation process and reporting. Conducted two asset allocation studies including partial analysis of liabilities and monte carlo simulation of funded status.Program director, host, and panel moderator for 16-speaker, three-day Milliman Client Investment Education Conference in Tahoe.
San Francisco, Ca
Board of Directors (2012 – 2015)Chair/Co-Chair of the Continuing Education Committee (2011 – 2013); Career Development Committee (2010 – 2011)Chaired monthly CE Committee meetings, managing event calendar, and developing programming events. One of 15 global nominees for CFA Institute Volunteer of the Year in 2013.Organized the following 26 events:• July 2013 "Ain't Mis-Behaving: Behavoiral Finance"• Fall 2012 "ETF School" Mini-Series: A 5-part educational series running October through November (ETF Nuts & Bolts, ETF Trading, Smart Beta, Floating Rate Notes, Application of ETFs & Other Structured Passive Solutions)• July 2012 Manager Research/Selection Best Practices Panel• Spring 2012 "ETF School": A 10-part educational series running March through June (ETF Nuts & Bolts, The Second Wave of ETFs, Plain Vanilla ETFs, Commodity ETFs & Understanding Contango, Fixed Income ETFs, Leveraged & Inverse ETFs, Factor ETFs, Alternative Index Weightings, Fixed-Maturity Bond ETFs, Volatility ETFs)• May 2012 "Painting with Numbers"• Mar 2012 "Variations on Minimum Variance"• Feb 2012 "Every Portfolio is Optimal: A Tutorial for Fundamental Managers"• Jan 2012 "Tail Risk Protection"• Jan 2012 "Global Emerging Markets: The Limits of BRICs"• Nov 2011 "The Solar Panel: A Panel Q&A On What You Will Want to Learn About Where Solar Is Going?"• Jun 2011 "So, What's It Like to Start an RIA?"• Mar 2011 "Investment Industry Entrepreneurship: Should I Start or Should I Join"• Jan 2011 "Career Transitions Seminar for Senior-Level Charterholders"
San Francisco, Ca
Providing investment consulting and strategy solution to asset management organizations and asset owners.
San Francisco, Ca
Led new team reporting to CIO providing strategic thinking, idea generation, research, analysis, implementation and automation to solve investment and business challenges.
San Francisco, Ca
Activities and Societies: AdmissionsHead Teaching Assistant, International Operations (INTOP) Volunteer, Admissions
Activities and Societies: A.T. Kearney internship
Activities and Societies: Freshman Lightweight CrewTeaching Assistant, Third-Year Calculus (Sophomore, Junior, and Senior Years) Volunteer.
Quick answers generated from the profile data available on this page.
Dorian Randy Young, Cfa, Caia works for Aperio.
Dorian Randy Young, Cfa, Caia is listed as Head of Investment Strategy at Aperio Group at Aperio.
AeroLeads has found 1 work email signal at @aperiogroup.com for Dorian Randy Young, Cfa, Caia at Aperio.
AeroLeads has found 2 phone signal(s) with area code 415 for Dorian Randy Young, Cfa, Caia at Aperio.
Dorian Randy Young, Cfa, Caia is based in San Francisco, California, United States while working with Aperio.
Dorian Randy Young, Cfa, Caia has worked for Aperio, Milliman Investment Consulting, Cfa Society San Francisco, Portfolio Dna, and Rcm Capital Management (Became Allianz Global Investors).
You can use AeroLeads to view verified contact signals for Dorian Randy Young, Cfa, Caia at Aperio, including work email, phone, and LinkedIn data when available.
Dorian Randy Young, Cfa, Caia holds Mba With Honors, Financial Management & International Business from The University Of Chicago - Booth School Of Business.
Dorian Randy Young, Cfa, Caia is listed with skills including Asset Allocation, Portfolio Management, Equities, Asset Management, Fixed Income, Investments, Quantitative Analytics, and Etfs.
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