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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

Anne Ackerley

Head of BlackRock’s U.S. & Canada Defined Contribution Group

Anne Ackerley, Managing Director and head of BlackRock’s U.S. & Canada Defined Contribution Group, leads the development and distribution of strategies and services for employers sponsoring defined contribution plans and for the consultants who work with them. She writes about workplace retirement plans and broader industry trends.

Chip Castille

BlackRock Head of Global Retirement Strategy

Chip is BlackRock’s Chief Retirement Strategist, heading the Global Retirement Strategy Group. His investment expertise includes asset allocation, manager selection and structure problems. He co-authored “Optimizing Manager Structure and Budgeting Manager Risk” with John Pirone and Duane Whitney, which received the Bernstein Fabozzi/Jacobs Levy award for outstanding article in 2000. He writes about retirement issues affecting individuals and institutions.

Ewen Cameron Watt

Chief Investment Strategist for BlackRock Investment Institute

Ewen is Chief Investment Strategist for BlackRock and the BlackRock Investment Institute. He leads internal events and debate between the company’s investment leaders, and represents these views externally to clients and the media. Mr. Cameron Watt is also a member of BlackRock’s Government Relations Steering Committee and earned an MA degree, with honors, in modern history from Oriel College, Oxford University.

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

Chief Multi-Asset Strategist at BlackRock

Isabelle Mateos y Lago is BlackRock's Chief Multi-Asset Strategist. Prior to joining BlackRock, she was a senior official at the International Monetary Fund (IMF), where she worked for 15 years in a range of positions related to economic analysis, policy making and global governance. She writes about global macro topics and BlackRock research for The Blog.

Jean Boivin, PhD

Head of Economic and Markets Research at the BlackRock Investment Institute

Jean Boivin, PhD, is head of economic and markets research at the Blackrock Investment Institute. Prior to joining BlackRock, Dr. Boivin served as deputy governor of the Bank of Canada and as Finance Canada’s associate deputy minister and G7/G20 deputy. He has taught at Columbia Business School and HEC Montreal. He writes about the global economy, global markets and policy.

Jeffrey Rosenberg, CFA

BlackRock Chief Investment Strategist for Fixed Income

Jeffrey is BlackRock’s Chief Investment Strategist for Fixed Income. Prior to joining BlackRock, he spent nearly a decade at Bank of America Merrill Lynch as Chief Credit Strategist, focusing most recently on fixed income, securitized assets, credit, FX and commodities strategies. He is a CFA charterholder and writes about fixed income markets.

Kurt Reiman, 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

BlackRock Global Chief Investment Strategist

Richard Turnill is BlackRock’s global chief investment strategist, leading 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. He writes about global markets, the economy and investment ideas.

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). A 2013 inductee into the Fixed Income Analysts Society Hall of Fame, Rick also serves as a member of the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets. He writes about fixed income, the economy and government policy. Before joining BlackRock in 2009, Mr. Rieder was President and Chief Executive Officer of R3 Capital Partners. He served as Vice Chairman and member of the Borrowing Committee for the U.S. Treasury, and Mr. Rieder is currently a member of the Federal Reserve Bank of New York's Investment Advisory Committee on Financial Markets. He was recently elected as a 2013 inductee into the Fixed Income Analysts Society Hall of Fame. From 1987 to 2008, Mr. Rieder was with Lehman Brothers, most recently as head of the firm's Global Principal Strategies team, a global proprietary investment platform. He was also global head of the firm's credit businesses, Chairman of the Corporate Bond and Loan Capital Commitment Committee, and a member of the Board of Trustees for the corporate pension fund. Before joining Lehman Brothers, Mr. Rieder was a credit analyst at SunTrust Banks in Atlanta. Mr. Rieder earned a BBA degree in Finance from Emory University in 1983 and an MBA degree from The Wharton School of the University of Pennsylvania in 1987. He is a member of the board of Emory University, Emory's Business School, and the University's Investment Committee and is the Vice Chairman of the Finance Committee, and founder and chairman of the business school's BBA investment fund and community financial literacy program. Mr. Rieder serves as Chairman of the Board of North Star Academy's nine Charter Schools in Newark, New Jersey and is the Founder and Chairman of the Board of Graduation Generation Public School Collaboration in Atlanta. He is a Trustee for the US Olympic Committee, and on the board of advisors for the Hospital for Special Surgery. He serves on the National Leadership Council of the Communities in Schools Educational Foundation and the boards of Big Brothers/Big Sisters of Newark and Essex County and the Newark Youth Foundation.

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 Team

Russ is a Portfolio Manager for BlackRock’s Global Allocation team. 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.

Sara Shores, CFA

Head of Strategy for BlackRock's Factor-Based Investments

Sara Shores, Managing Director, is the Head of Strategy for BlackRock's Factor-Based Investments, driving the strategy innovation and thought leadership for smart beta across all asset classes for institutional, retail and iShares clients.

Terry Simpson, CFA, CAIA

Multi-Asset Strategist for the BlackRock Investment Institute

Terry Simpson, CFA, is a multi-asset strategist for the BlackRock Investment Institute, responsible for conducting capital market research and conveying the firm’s market views to institutional and retail clients. He writes about the portfolio construction implications of global macro and multi-asset class research.