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Name | Title | Since | Until |
---|---|---|---|
Khalid (Kal) Ghayur | Head | 2015 | Now |
Biography | Mr. Ghayur is the head of the Beta Equity Strategies business with GSAM’s Advanced Beta Strategies Platform, overseeing the team’s customized, factor-based equity portfolios. With over 29 years of industry experience, Mr. Ghayur joined GSAM as a Managing Director upon GSAM’s acquisition of Westpeak Global Advisors (“Westpeak”) in June 2014. Prior to joining GSAM, Mr. Ghayur was the Managing Partner and Chief Investment Officer of Westpeak, a pioneer in the smart beta space with their patented ActiveBeta investment methodology. Prior to joining Westpeak in 2007, Mr. Ghayur was the Director of Research Policy at MSCI in New York, where he was a member of its Global Executive Committee and Chairman of the MSCI Index Policy Committee. In that capacity, Mr. Ghayur was responsible for MSCI’s global markets and benchmarking research and new product development. From 1994 to 2000, Mr. Ghayur was Global Head of Quantitative Research and Strategy for HSBC Asset Management in London, where he was responsible for the development and application of strategic and tactical asset allocation, fixed income modeling, stock selection techniques, portfolio construction and analysis, and risk management. From 1992 to 1994, Mr. Ghayur was a Senior Quantitative Analyst at Credit Lyonnais Asset Management in Paris, and from 1987 to 1991, he held the position of Portfolio Manager at Union National Bank in Abu Dhabi, where he was responsible for managing the bank’s UK and US investment portfolios. Mr. Ghayur has served on the Board of Governors of the CFA Institute, the Board’s Nominating Committee, and as Chairman of the Board’s External Relations and Volunteer Involvement Committee. He is a former trustee of the CFA Institute Research Foundation. Mr. Ghayur was a member of the Editorial Board of Financial Analysts Journal and was founding President of the UK Society of Investment Professionals. Mr. Ghayur received an MBA in Finance and International Business from the École Nationale des Ponts et Chaussées, Paris, and an MA and BA in Economics from the University of Karachi. He is a CFA charterholder, a member of the CFA Institute, and a Fellow of the Society of Investment Professionals (“FSIP”). He is also a Diplomaed Associate of the Institute of Bankers Pakistan. | ||
Ronan G. Heaney | Vice President | 2015 | Now |
Biography | Mr. Heaney is the head of research for the ActiveBeta Equity Strategies business with GSAM’s Advanced Beta Strategies Platform. He is responsible for investment research activities, including improving quantitative investment models and portfolio construction methodologies and identifying and testing new model components and implementation of techniques. Mr. Heaney joined GSAM following GSAM’s acquisition of Wetpeak in June 2014. Prior to joining GSAM, Mr. Heaney was the Director of Research for Westpeak, pioneering Westpeak’s patent Methods and Systems for Building and Managing Portfolios based on Ordinal Ranks of Securities. Prior to joining Westpeak in 1998, Mr. Heaney was employed by Multum Information Services in Denver, Colorado, as a Software Architect. From 1992 to 1996, he held the position of Senior Software Developer at Swiss Bank Corporation in Chicago. Mr. Heaney received an M.S. in Computer Science from Purdue University, where he was awarded a Fulbright Fellowship, and a B.S. in Applied Physics from Dublin University, Ireland. | ||
Stephen C. Platt | Vice President | 2015 | Now |
Biography | Mr. Platt is a senior portfolio manager for the ActiveBeta Equity Strategies business within GSAM’s Smart Beta Strategies Platform. He is responsible for portfolio management, including portfolio construction and risk management of global developed and emerging market equity portfolios and custom indexes. Mr. Platt Joined GSAM following GSAM’s acquisition of Westpeak Global Advisors in June 2014.Prior to joining Goldman Sachs,Mr. Platt directs Westpeak’s day-to-day portfolio management activities, manages the portfolio construction process for client accounts across various strategies, and participates in Westpeak’s ongoing investment research activities. He is a member of both Westpeak’s Investment Process Committee and Investment Committee, and is Chairman of the Investment Implementation Committee. Prior to joining Westpeak in 1999, Mr. Platt was Senior Vice President of Cordillera Asset Management, in Denver, Colorado. While at Cordillera, his responsibilities included portfolio management, research, and marketing. He co-developed and implemented the quantitative investment process, and was responsible for performance attribution analysis and backtesting. He also gained experience in trading technology. From 1990 to 1992, he worked as a Senior Research/Marketing Associate at Vogelzang & Associates, in Denver. Mr. Platt received a B.S. in Finance from the University of Colorado and is a CFA charterholder. He is a member of the CFA Institute and the Denver Society of Security Analysts. | ||
Michael B. Nayfa | Director | 2014 | 2015 |
Biography | Mr. Nayfa joined BHMS in 2008 as an equity analyst. His 14 years of experience includes work as an analyst at HBK and institutional equity sales at Natexis Bleichroeder. Mr. Nayfa began his career in institutional sales at Sidoti & Company, LLC. He holds an MBA from the University of Texas, as well as a BBA in Finance from Texas Christian University, and is a member of the CFA Society of Dallas-Fort Worth. | ||
Terry L. Pelzel | Director | 2014 | 2015 |
Biography | Mr. Pelzel joined BHMS in 2010 as an equity analyst. During his 13-year investment career, he served as a senior portfolio analyst at Highland Capital Management, LP and as a financial analyst at Houlihan, Lokey, Howard & Zukin, Inc. Mr. Pelzel graduated from Texas A&M University, where he earned his BBA in Finance, magna cum laude. | ||
Mark Giambrone | Portfolio Manager | 2011 | 2015 |
Biography | Mark joined BHMS in 1999. Prior to joining BHMS, Mark served as a portfolio consultant at HOLT Value Associates. During his 23-year career, he has also served as a senior auditor/ tax specialist for KMPG Peat Mearwick and Ernst & Young Kenneth Leventhal. Mark graduated summa cum laude from Indiana University with a BS in Business and received an MBA from the University of Chicago. | ||
Thomas W. Oliver | Managing Director | 2009 | 2011 |
Biography | Mr. Oliver is a portfolio manager, an analyst and a managing director with Allianz Global Investors. As a member of the Value Equity US team, he is the product team lead for the Large Cap Value investment strategy and a product team co-lead for the Dividend Value and All Cap Value investment strategies. Before joining the firm in 2005, he was a manager of corporate reporting at Perot Systems Corporation and an auditor at Deloitte & Touche. Mr. Oliver has a B.B.A. and an M.B.A. from the University of Texas. He is a CFA charterholder and certified public accountant. | ||
Charles S. Bath | Managing Director | 2009 | 2011 |
Biography | Charles S. Bath has a Bachelor of Science degree in Accounting from Miami University, a Masters degree in Business Administration from The Ohio State University, and holds the CFA designation. Mr. Bath currently serves as the Portfolio Manager and Managing Director of Investments for Diamond Hill Capital Management, Inc. He joined the firm since 2002. Mr. Bath was a senior portfolio manager for Gartmore Global Investments, a global investment firm affiliated with Nationwide Insurance, from 1985 to 2002. Mr. Bath was first employed by Nationwide Insurance as an investment professional in 1982. | ||
William Dierker | Senior Vice President | 2009 | 2011 |
Biography | Mr. Dierker has a Bachelor of Science degree in Accounting from Xavier University, completed The Executive Program at the University of Michigan, and holds the CFA designation. Mr. Dierker currently serves as a Portfolio Manager and Sector Leader for Diamond Hill Capital Management, Inc. From 2004 to 2006, Mr. Dierker was a Senior Portfolio Manager for Federated Investors. From 2003 to 2004, Mr. Dierker served as Portfolio Manager and Value Team Leader for Banc One Investment Advisors Corporation. From 1997 to 2003, Mr. Dierker was a Portfolio Manager for Nationwide Insurance. From 1984 to 1997, Mr. Dierker was the Chief Investment Officer for Ohio Casualty Group. | ||
Benno J. Fischer | Managing Director, Vice Chair | 2006 | 2011 |
Biography | Mr. Fischer is a portfolio manager, an analyst, a managing director and Vice Chair. As a member of the Value Equity US team, Mr. Fischer is the product team co-lead for the Dividend Value and International Value investment strategies. Before founding NFJ in 1989, now the Value Equity, US team, he was chief investment officer for institutional and fixed-income strategies, and a senior vice president and a senior portfolio manager at NationsBank, which he joined in 1971. Before that, Mr. Fischer was a securities analyst at Chase Manhattan Bank and Clark, Dodge. He has a B.A. in economics and a J.D. from The University of Oklahoma, and an M.B.A. from New York University, Leonard N. Stern School of Business. Mr. Fischer is a CFA charterholder. |
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