Eugene Podkaminer – Paul & Daisy Soros Fellowships for New Americans

About Eugene Podkaminer

Gene Podkaminer is a senior asset allocation strategist at Capital Group. Prior to joining Capital, Gene worked as an executive vice president and head of research at Franklin Templeton Investment Solutions, where he chaired the global investment committee and directed research activities across markets and asset classes, strategic and tactical asset allocation, and manager due diligence, using quantitative and fundamental approaches. Before that, he was a senior vice president in the Capital Markets Research group at Callan Associates and a principal in the Client Advisory Group at Barclays Global Investors.

Gene has authored numerous articles published in the Journal of Portfolio Management and Journal of Investing focusing on risk factors in portfolio construction, asset allocation methodologies and the impact of macroeconomic shocks to multi-asset portfolios. He also writes curriculum for the CFA Institute. He holds an MBA from Yale School of Management and a bachelor's degree in economics from the University of San Francisco. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of San Francisco.

Education

BA in Economics, University of San Francisco
MBA in Business, Yale University

Professional Fields

Business

Work History

Senior Asset Allocation Strategist, Capital Group
EVP, Head of Research, Franklin Templeton Investment Solutions, Franklin Templeton
Principal, Barclays Global Investors
Senior Vice President in the Capital Markets Research Group, Callan Associates Inc.

Milestones and Recognition

CIO Magazine's "Consultant of the Year" 2014
CIO Magazine's "Top 25 Knowledge Brokers, 2014
CIO Magazine's "Top 25 Knowledge Brokers, 2013
National winner of the 2001 Venture Capital Investment Competition
An Introduction to Multifactor Models, Quantitative Investment Analysis (Third Edition), Wiley, October 2015
The Education of Beta: Can Alternative Indexes Make Your Portfolio Smarter?, Journal of Investing, Summer 2015
Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation, CFA Institute, January 2013
Real Interest Rate Shocks and Portfolio Strategy, Journal of Investing 2020
Preparing a Multi-Asset Class Portfolio for Shocks to Economic Growth
Smart Beta is the Gateway Drug to Risk Factor Investing