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WHO WE ARE

BlackRock (BLK) is the world's largest publicly traded investment management firm. As of September 30, 2016, it had assets under management, or AUM, of $5.1 trillion. This is ~7% of the total assets under management across the globe.

Contributors

Hollie Fagan

Hollie Fagan

Head of BlackRock Registered Investment Advisor Team

Hollie Fagan, Managing Director, is head of BlackRock's dedicated Registered Investment Advisor consultant team. Her team is responsible for delivering BlackRock's full capabilities to RIAs, including distribution, marketing, and investment support for mutual funds, separately managed accounts, alternatives and iShares ETFs as well as portfolio construction consulting and risk analytics.

Isabelle Mateos y Lago

Deputy Head of BlackRock's Official Institutions Group

Isabelle Mateos y Lago is Deputy Head of BlackRock's Official Institutions Group and a member of the firm's Global Operating Committee and Geopolitical Risk Steering Committee. Isabelle's service with the firm dates back to January 2015, initially as senior advisor to Vice Chairman Philipp Hildebrand. From 2016 to April 2019, she was Chief Multi-Asset Strategist in the BlackRock Investment Institute (BII). In that role she contributed to shape BII's macro investment views and led the firm's work on geopolitical risks and their market impact; she was also responsible for developing thematic investment thought-leadership, including in the area of sustainable investing. Prior to joining BlackRock, Isabelle was a senior official at the IMF, where she worked for 15 years in a range of positions straddling economic analysis, policy making, strategy, and global governance (including as G20-liaison and as a Member of the Executive Board). She started her career at the French Ministry of Finance.

Jean Boivin, PhD

Head of BlackRock Investment Institute

Jean Boivin, PhD, is the Head of the BlackRock Investment Institute (BII). The institute leverages BlackRock’s expertise and produces proprietary research to provide insights on the global economy, markets, geopolitics and long-term asset allocation – all to help clients and portfolio managers navigate financial markets. Dr. Boivin is also BII’s Global Head of Research. Prior to joining BlackRock in 2014, he served as Deputy Governor of the Bank of Canada and Associate Deputy Finance Minister, serving as Canada's representative at the G7, G20 and Financial Stability Board. Dr. Boivin has also taught at Columbia Business School and HEC Montreal, and has written widely on macroeconomics, monetary policy and finance. Dr. Boivin earned a B.Sc. degree in economics from the Université de Montreal in 1995, an MA in economics from Princeton University in 1997 and a PhD in economics from Princeton University in 2000.

Jeffrey Rosenberg, CFA

BlackRock Senior Portfolio Manager

Jeffrey Rosenberg, CFA, Managing Director, is a senior portfolio manager leading our alpha-seeking long-only and factor efforts for Blackrock’s Systematic Fixed Income (“SFI”) portfolio management team. He is an active member of the SFI Investment Committee and Executive Committee and senior portfolio manager for the Alternative Capital Strategies fund. Mr. Rosenberg’s service with the firm dates back to 2011, when he joined the Fundamental fixed income group as Chief Investment Strategist for fixed income. In 2016, this role transitioned into the BlackRock Investment Institute. His responsibilities included helping to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodities. Prior to joining BlackRock, Mr. Rosenberg spent nearly 10 years at Bank of America Merrill Lynch as the Chief Credit Strategist coordinating strategy across all fixed income, securitized assets, credit, FX and commodities. In addition, Mr. Rosenberg specialized in quantitative credit modeling and developed the first commercialized credit portfolio analytics system from a dealer firm. Mr. Rosenberg earned a Masters in Science degree in Computational Finance from Carnegie Mellon, a BA in Mathematics from the Univ. of Minnesota, and a BA in Finance from the Univ. of Wisconsin.

Kurt Reiman, Managing Director, is BlackRock’s Chief Investment Strategist for Canada and is a member of the BlackRock Investment Institute (BII). Kurt is responsible for creating value added Canadian financial market and investment insights and communicating them, alongside our global views, to our clients as well as to investors and our client-facing professionals throughout Canada. Prior to his current role, Kurt was a Global Investment Strategist with responsibility for presenting BlackRock’s multi-asset investment views to clients throughout North America, primarily in the U.S. Kurt joined BlackRock in 2013 with over 15 years of experience in investment research and strategy. Prior to joining BlackRock, he was the Head of Thematic Research at UBS Wealth Management in New York and Zurich. He also held various analyst positions at Reuters and the G7 Group. Kurt earned a BS degree in business and economics from the State University of New York College at Plattsburgh and his MS degree in international relations with a concentration in international economics from the Johns Hopkins University School of Advanced International Studies in Washington, DC. Kurt also spent a year at McGill University in the finance department and focused on Canadian studies during his undergraduate and graduate degree programs.

Matthew Tucker, CFA

Head of iShares Americas Fixed Income Strategy

Matt is Head of the iShares Fixed Income Strategy team. He and his team focus on product strategy for iShares ETFs in North and Latin America. He has over fifteen years of experience in the fixed income markets and is a CFA charterholder. He writes about fixed income and ETF education.

Patrick Nolan, CFA

Portfolio Strategist, BlackRock Portfolio Solutions

Patrick Nolan, Director, is the Portfolio Strategist within BlackRock’s Portfolio Solutions group. The team provides consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions. He writes on topics related to portfolio construction and strategy.

Peter Hayes

BlackRock Head of Municipal Bonds

Peter is head of BlackRock’s Municipal Bonds Group and a member of the Americas Fixed Income Executive Team. He leads the firm’s Municipal Bond Operating Committee, which oversees municipal bond portfolio management, research and trading activities. He is also a member of BlackRock’s Global Operating Committee. Peter writes about municipal bonds.

Richard Turnill

Former BlackRock Global Chief Investment Strategist

Richard Turnill was BlackRock’s global chief investment strategist, and led investment strategy within the BlackRock Investment Institute. Previously he was chief investment strategist with the firm’s active management business and has also led BlackRock’s global equity team, serving as a portfolio manager.

Rick Rieder

BlackRock Chief Investment Officer of Global Fixed Income

Rick is BlackRock’s Chief Investment Officer of Global Fixed Income and a member of the company’s Global Operating Committee. Mr. Rieder is the lead portfolio manager of BlackRock’s Multi-sector funds including Strategic Income Opportunities Fund (BSIIX), Total Return Fund (MAHQX), Core Bond Fund (BFMCX) and also the Strategic Global Bond Fund (MAWIX).

Rob Kron

Head of Investment & Retirement Education

Rob is head of Investment and Retirement Education for BlackRock. He focuses on the development and delivery of practice management, wealth management and market insight programs. With over two decades of experience in the financial services industry, he writes about all aspects of financial planning and retirement.

Russ Koesterich, CFA

Portfolio Manager for BlackRock’s Global Allocation Fund

Russ is a Portfolio Manager for BlackRock’s Global Allocation Fund. He works with portfolio managers to establish macro-level views and also develops systematic strategies to augment the team’s security-selection process and risk management. He is the author of two books, including “The Ten Trillion Dollar Gamble,” on positioning portfolios for the growing U.S. deficit.

Terry Simpson, CFA, CAIA

Head of Investment Governance & Insights for Client Portfolio Solutions

Terry A. Simpson, CFA, CAIA, is the Head of Investment Governance & Insights for Client Portfolio Solutions (CPS). Mr. Simpson's service with the firm dates back to 2004, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Prior to moving to his current role, Mr. Simpson was a Multi-Asset Investment Strategist for BlackRock's Global Investment Strategy team, a division of the BlackRock Investment Institute.