CFA Society of Columbus March 14, 2018 Luncheon
Please join the CFA Society of Columbus in welcoming Mr. Eric Sorensen, Ph.D., President and Chief Executive Officer of PanAgora as our guest speaker.
"Smart Data and Big Beta --- New Wine in Old Skins"
Dr. Sorensen is the President and Chief Executive Officer of PanAgora, and a member of the firm's Investment, Operating, and Risk Committees. He is responsible for PanAgora's business and investment activities.
He took over leadership of PanAgora in 2004, and established a new research and investment direction for the firm. Prior to joining PanAgora, Dr. Sorensen was Director of Quantitative Research at Putnam Investments, overseeing the activities of several quantitative teams including equity, fixed income, asset allocation and financial engineering. He was also Chief Investment Officer of Structured Equity, which managed institutional portfolios using advanced quantitative approaches.
Between 1986 and 2000 Dr. Sorensen was the Global Head of Quantitative Research at Salomon Brothers (now Citigroup). At the end of his 14 years on Wall Street, he led a group of 55 quantitative analysts comprising teams in New York, London, Singapore, Tokyo and Australia. During that time he published extensively, and consulted with institutional investor clients around the world. His honors include many years on the Institutional Investor All American Research Team, and several Graham and Dodd Awards for excellence in financial writing.
Prior to Wall Street, he was a professor with a productive academic career from 1974 to 1986. For a decade he was Professor of Finance and Department Head at the University of Arizona. He has published over 50 journal articles and served on the editorial boards of several academic Financial journals. He is also co-author of the recent book, Quantitative Equity Portfolio Management.
Between 1969 and 1974 he served the country as a United States Air Force Officer and jet pilot. His primary mission was instructor pilot in high-performance jet aircraft.
With over 40 years of quantitative research and investment experience, Dr. Sorensen is a leading expert in the industry. He continues to maintain affiliations in both industry and academia.
Education:
University of Oregon, Ph.D.; Oklahoma City University, M.B.A.; and University of Oregon, A.B.
RSVP's due by COB Monday, March 12, 2018!