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Michael Location
New York, NY, US
Michael Work
Head of Investment Strategy; CIO of Equitable Bermuda Re @ (January 2025 - Present)
VP, Investment Strategy @ (January 2024 - January 2025)
Head of Portfolio Risk Management @ (January 2021 - January 2023)
Head of Investments @ (January 2017 - January 2020)
VP: Head of Fixed Income @ (January 2011 - January 2017)
Principal: Investment Management; ALM @ (January 2006 - January 2011)
Investment Risk Analyst @ (January 2004 - January 2006)
Michael Education
University of Iowa
Master of Business Administration - MBA (Finanace & Accounting)
Southwestern University of Finance and Economics
Master of Science - MS (Finance)
Beihang University
Bachelor of Arts - BA (English)
Michael Skills
ALM
Alternative Investments
Analytics
Asset Allocation
Asset Management
Asset Modeling
Asset Valuation
BMA PPP
BSCR
Barclays Point
BlackRock Aladdin
Bloomberg
BondEdge
COLI
Capital Markets
Credit Risk
Derivative Solutions
Derivatives
Equities
FX Hedging
FactSet
Fixed Income
Hedging
IFRS
Insurance
Intex
Investment Management
Investment Strategies
LDI
LIHTC
Liquidity Management
Liquidity Risk Management
Manager Selection & Oversight
Market Risk
Options
Portfolio Management
Project Management
Quantitative Finance
RBC
Rating agency capital
Real Estate
Reinsurance
Risk Management
Scenario Based Approacch
Statutory accounting
Strategic Asset Allocation
Structured Finance
Structured Securities
Tax Credits
VBA
Valuation
Yield Book
Michael Summary
Michael, based in New York, NY, US, is currently a Head of Investment Strategy; CIO of Equitable Bermuda Re at Equitable. Michael brings experience from previous roles at Corebridge Financial, MassMutual, Legal & General America and Allianz Insurance. Michael holds a Master of Business Administration - MBA in Finanace & Accounting @ University of Iowa. With a robust skill set that includes ALM, Alternative Investments, Analytics, Asset Allocation, Asset Management and more. Michael has 1 emails on RocketReach.
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