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Karl Cheng

Director

922 followers

Portland, Oregon, United States

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Timeline
About me
Senior Investment Officer, Portfolio Risk &amp; Research at Oregon State Treasury
Education
- University of Southern California - Marshall School of Business
  2002 - 2004
  MBA
- UCLA
  1994 - 1995
  MS Materials Science & Engineering
- Massachusetts Institute of Technology
  1990 - 1994
  BS Materials Science
Experience
- UBS Investment Bank
  Jan 1995 - Jan 1999
  Director
  Equity Index Derivatives trader.
- Wells Capital Management
  May 2003 - Aug 2003
  Summer Intern
  Assisted in the management of a $4B intermediate duration portfolio of US government, corporate, and mortgage bonds and analyzed interest rate strategies.
- Barclays Global Investors
  Jan 2004 - Jan 2008
  Managed two quantitatively driven, industry specific, equity market neutral strategies. Managed a suite of equity iShares funds.
  - Assistant Portfolio Manager
    Jan 2006 - Jan 2008
  - Portfolio Manager
    Jan 2004 - Jan 2006
- R. V. Kuhns
  Jan 2008 - Jan 2011
  Manager Research Consultant
  Oversaw research coverage of US Large Cap, All Cap, and Global Equities asset classes.
- Oregon State Treasury
  Aug 2011 - now
  - Senior Investment Officer, Portfolio Risk & Research
    Sept 2017 - now
  - Investment Officer, Portfolio Risk & Research
    Jan 2016 - Aug 2017
  - Public Equity Investment Officer
    Aug 2011 - Dec 2015
Licenses & Certifications
- Chartered Financial Analyst (CFA)
  CFA Institute
- Financial Risk Manager (FRM)
  Global Association of Risk Professionals (GARP)
- Chartered Alternative Investment Analyst (CAIA)
  CAIA Association

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