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Blackrock Market Update, Asset Allocation, and Using ETFs to Express Views



Start Time

2/9/2012 12:30 PM

End Time

2/9/2012 1:30 PM

Event Description


Please join us for a lunchtime presentation by a senior team from Blackrock to get a market update, insights into their asset allocation model and process, and investing in ETFs.


Daniel Gamba, CFA, Managing Director, is head of Americas iShares Institutional Business and head of Latin America & Iberia business. He is a member of the Global Operating Committee, the Americas Executive Committee, and the Government Relations Steering Committee.

Mr. Gamba's service with the firm dates back to 2000, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was the Chief Executive Officer of the Latin America & Caribbean business. In this role, he increased assets by over $24 billion in four years and expanded BGI's presence in Mexico City, Santiago, and Sao Paulo. Mr. Gamba began his career with BGI as a Director of Global Strategy and was responsible for strategic planning and for merging BGI Japan trust and advisory businesses. Previously, he was a senior product manager at MarketFirst Software and a senior consultant at A.T. Kearney. Mr. Gamba worked in Latin America in marketing and product management roles in 1990-1995.

Mr. Gamba serves as a member of the Executive Advisory Board of the Executive Advisory Committee for the CFA Institute, the committee charged with overseeing all aspects of the development of the CFA Program candidate curriculum. Mr. Gamba earned a BS degree in industrial engineering as first place in his class from Pontificia Universidad Catolica del Peru in 1989 and an MBA degree in finance and economics from Northwestern University in 1997.

Matthew Tucker, CFA, Managing Director, is a member of the Product Strategy Team within BlackRock's Model-Based Fixed Income Portfolio Management Team. He leads the product strategy effort for exchange - traded funds, and leads the platform's efforts in North and Latin America iShares. His team focuses on developing new fixed income iShares strategies, partnering with the iShares team on product delivery, and supporting iShares client sales.

Mr. Tucker's service with the firm dates back to 1996, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he led the US Fixed Income Investment Solutions team, where he was responsible for overseeing product strategy for active, index, enhanced index, iShares (ETF) and long/short products. Previously, he was a portfolio manager and trader in fixed income focused on US government securities. Mr. Tucker began his career at Barra, where he supported clients in the use of Barra's fixed-income analytics.

Mr. Tucker earned a BS degree in business administration from the University of California at Berkeley in 1994 and is a CFA Charter Holder.

Nelli Oster, PhD, Vice President, is an Investment Strategist for BlackRock's iShares business.

Dr. Oster's service with the firm dates back to 2008, including her time with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, she was a researcher and an assistant portfolio manager in the Scientifically Driven Active Equities business. Prior to joining BGI, Dr. Oster was an equity research analyst in the media industry at Goldman Sachs. She started her career in the mergers and acquisitions group of Salomon Smith Barney executing cross-border buy- and sell-side deals.

Dr. Oster earned a BSc (Hons) in Management Sciences from the London School of Economics in 1999 and a PhD in Finance from the Stanford Graduate School of Business in 2008.

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Location Info

400 Q Street, Lincoln Plaza East, Room 4735



CE Credits


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Non-Member Price


Candidate Price



Registration will close on Tuesday, February 7 at 5pm!

Members click here.

Nonmembers click here.



All Day Event



Content Type: MyCFA Calendar
Created at 2/3/2012 12:12 PM by 0#.w|aimr\cfa461
Last modified at 2/3/2012 12:24 PM by 0#.w|aimr\cfa461