Massachusetts Institute of Technology B.S., Mathematics - Specialization in Applied Mathematics, Economics, and Statistics
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1 Curriculum Vitae FREDERICK E. DOPFEL, Ph.D. Dominican University of California 50 Acacia Avenue San Rafael, CA EDUCATION Stanford University Ph.D., Engineering-Economic Systems (Finance) M.S., Operations Research - Specialization in Finance, Economics, Investments and Optimization - Doctoral Dissertation: Composite Investor Criteria for Capital Budgeting - Bell Laboratories Fellowship; Howard Hughes Doctoral Fellowship Massachusetts Institute of Technology B.S., Mathematics - Specialization in Applied Mathematics, Economics, and Statistics ACADEMIC EXPERIENCE Dominican University of California 2014-present University Professor, Barowsky School of Business - Teaching: MBA 5109 Managerial Finance (Fall 2014) BUS 4922 Business Valuation (Spring 2015) - Research interests: dynamic asset allocation for macroeconomic regimes; pension finance and liability-driven investing; economics of retirement decisions; risk management and insurance - Faculty Advisor for Dominican Accounting & Finance Association (DAFA) - Consulting Relationships: Senior Advisor, Schroder Investment Management (London, U.K.); Co-chairman of Investment Committee, Private Ocean Wealth Management (San Rafael, CA) PROFESSIONAL EXPERIENCE BlackRock (formerly Barclays Global Investors) Managing Director and Head of Client Strategy at global leader in asset management - Responsible for thought leadership on finance, investment strategy and implementation - Educational seminars with client groups including public/private pension funds, foundations, endowments, and sovereign wealth funds - Advisor on investment solutions for global clients, including coverage for the Americas and Asia-Pacific regions Centre Re Solutions (alternative asset subsidiary of Zurich Financial Services) Senior Vice President, Director of Western Region, Head of New Ventures. - Insurance-based finance and corporate venture capital Other experience President and Chief Operating Officer for an insurance specialty consultant and merchant bank; Vice President at investment bank specialized in leveraged buyouts; Manager at a corporate finance consultant and at a consulting practice of major accounting firm; Staff Scientist at a prominent industrial research laboratory.
2 PUBLICATIONS Journal Articles and Book Chapters, Managed Volatility Strategies: Applications to Investment Policy. (with S. Ramkumar) Journal of Portfolio Management, Vol. 40, No. 1. Fall Designing the New Policy Portfolio: A smart, but humble approach. Journal of Portfolio Management, Vol. 37, No. 1. Fall The North-South Divide: Perspectives on global diversification. Journal of Portfolio Management, Vol. 36, No. 1. Fall The Arithmetic of Fundamental Indexing. Journal of Investing, Summer Leverage and the Limits of the Possible: How leverage impacts the policy portfolio. Journal of Portfolio Management, Vol. 31, No. 3. Spring Risk Budgeting for Fixed Income Portfolios. Chapter in Advanced Bond Portfolio Management: Best Practices in Modeling and Strategies. (Ed: Frank J. Fabozzi, Lionel Martellini, Philippe Priaulet) J. Wiley & Sons: December Efficiency Gains of Long-Short Credit Strategies. (with S. Ramkumar) Journal of Fixed Income, Vol. 15, No. 3. December How Hedge Funds Fit: The quest for institutional quality. Journal of Portfolio Management, Vol. 31, No. 4. Summer "Fixed-Income Style Analysis and Optimal Manager Structure." Journal of Fixed Income, Vol. 14, No. 2. September Asset Allocation in a Lower Stock-Bond Correlation Environment. Journal of Portfolio Management, Vol. 30, No. 1. Fall ARTICLES AND WHITEPAPERS Recent Articles and Whitepapers, Risk-Controlled Growth: Solution Portfolios For Outcome-Oriented Investors. (with J. Kyrklund) Multi-Asset Investments and Porfolio Solutions. Schroders: January Managed Volatility Strategies: Applications to Investment Policy. (with S. Ramkumar) Investment Insights, Vol. 16, No. 1. BlackRock: June Three R s to the Rescue Revitalizing Portfolios with Risk Factors, Regime Analysis and Robust Risk Management Systems (with C. LeGraw) Currents (BlackRock), Winter Quality Control How to make sure you add the right hedge fund to your soup. Currents (BlackRock), Winter Reality Check Revisiting portfolio construction as alternatives go mainstream (with K. Witham), Currents (BlackRock), Winter The Dimensions of Strategic Partnerships (with E. Ng), Pensions & Investments, November What is Institutional Quality? Currents Special Alternatives Edition, October
3 What worked last year, and what s on the horizon for 2011 (with R. Capaldi). Currents (BlackRock), January Barbell Strategies Can they do the heavy lifting for your portfolio? Currents (BlackRock), October Bias Breakthrough Exploring the myths and realities of global equity investing (with L. Nemeth), Currents (BlackRock), July The Charter Portfolio How to introduce change into your plan. Currents (BlackRock), May Starting with the Endpoint Outcome-based solutions that focus on investor s needs (with M. Roitberg and M. Huebsch). Currents (BlackRock), March Meet the new policy portfolio A remedy for investing in turbulent markets? ishares Market Perspectives, February What is the Supply and Demand for Liquidity? (with C. Gilchrist and C. LeGraw). Currents (BlackRock), July The New Policy Portfolio: Navigating through good and bad regimes. Investment Insights, Vol. 12, No. 2. Barclays Global Investors: September Now What? Four questions that plan sponsors should ask in today s markets. (with A. Goduti). Currents (Barclays Global Investors), January The North-South Divide: Perspectives on global diversification. Investment Insights, Vol. 11, No. 6. Barclays Global Investors: November CONFERENCE PRESENTATIONS Representative Examples of Academic and Professional Seminars, Risk-Based Portfolio Construction Concentration vs. Leverage. Schroders Global CIO Forum, London, U.K., March Dynamic Approaches for Managing Concentrated Exposures. Institutional Investor Forum on Risk & Liquidity, San Francisco, January Future Evolution of Investment Portfolios. UC Berkeley Extension Certificate Program in Personal Financial Planning Awards Dinner, Berkeley, CA, June Investment Risks Facing the PBGC. Advisory Committee of the Pension Benefit Guarantee Corporation (PBGC) Board, Washington DC, April Evolving Portfolios for the New World of Investing. CFA Society of Washington, DC, February Current Portfolio Trends and Case Studies. ishares Institutional Roundtable, San Francisco February Managed Volatility Ideas. New York University Business School - Volatility Institute, New York, October Reviving Portfolios for the New World of Investing (with C. LeGraw). BlackRock National Client Conference, New York, October
4 Trends in Alternative Investments and Portfolio Construction. Financial Institutions Group C-Suite Forum, New York, June Risk Factors, Scenario Analysis, and Stress Testing. Institutional Society of Risk Professionals (ISRS), Austin, TX, May SAFE Investment Education Seminar. State Agency for Foreign Exchange (SAFE), Beijing, China, April The New Policy Portfolio. Taiwan Pension Association, Taipei, Taiwan, April Outcome-Oriented Investing: Brazil Pension Plan Case Study. Wharton Business School Client Seminar, March Managing the Growth Portfolio in Volatile Times. Pensions & Investments Risk Conference, New York, June Barbell Strategies Can they do the heavy lifting in your portfolio? Latin America Pension Fund Seminar, New York, April An Enlightened View of Risk (Post Crisis). ishares National Accounts Event, San Francisco, March Positioning Alternative Assets in the Portfolio. Bloomberg Pension & Endowment Portfolio Strategies Conference, Los Angeles, February Managing Assets in Volatile Times Why endowments need a smart, but humble approach. National Association of College and University Business Offices (NACUBO) Endowment Management Forum, New York, January Active-Passive Asset Allocation Decision. Norwegian Parliament Finance Committee (Governing Board of Norwegian Sovereign Wealth Fund), New York, January The New Policy Portfolio. Latin America Seminar for Private Banks, San Francisco, October The New Policy Portfolio Navigating through good and bad regimes. CFA Annual Conference, Boston, May The New Policy Portfolio. Latin America Investment Seminar for Pension Fund Administrators, New York, May Investment Rebalancing. Educational Seminar for Board of San Diego City Employees Retirement System, San Diego, January Designing the New Policy Portfolio. Latin American Treasurers Conference, San Francisco, November Navigating through Good and Bad Economic Regimes. BGI Global Client Conference, San Francisco, November Educational Presentation for Official Institutions on Strategic Asset Allocation. BarCap Asian Client Event, Singapore, October
5 Investor Directions and Strategic Solutions State of Wisconsin Investment Board Educational Retreat, October The New Policy Portfolio. BGI Nordic Client Conferences - Sweden, Denmark, and Finland, October The New Policy Portfolio. ishares Experience 2009 Advisor Forum for Mexican Clients, San Francisco, October Institutional Trends and Institutional Quality Hedge Funds. ishares Experience 2009 for Brazil Clients, San Francisco, September Asset Allocation Trends for Pension Funds. ishares Experience 2009 for Latin American Clients, San Francisco, June Now What? Asset Allocation Panel, Committee on Employee Benefit Assets (CIEBA) Society Annual Conference, Florida, April Market Views and Asset Allocation. Investment Manager Roundtable sponsored by Qwest Board, April The North-South Divide. Ibbotson Asset Allocation National Conference, Chicago, March Investment Risk Can We Predict or Control It? California Association of Public Retirement Systems (CALAPRS) National Conference, Sacramento, March Educational Presentation for Official Institutions on Strategic Asset Allocation. BarCap European Client Event, London, March, Greek Lessons: Alpha, Beta, and Why They Matter. Brazil Asset Allocation Conference, Sao Paolo, Brazil, December 2008 Optimizing Alpha in Turbulent Markets BGI Nordic Client Conference - Sweden and Denmark, November The North-South Divide. BGI Japan Client Conference in Osaka and Tokyo, October How Hedge Funds Fit. Institute for Private Investors, San Francisco, September OTHER - Associate in Insurance Accounting and Finance (AIAF) designation, awarded by the Insurance Institute of America - Insurance Industry Charitable Foundation -- Former Chairman and co-founder. IICF is a national charitable organization focused on education, health, quality of life, and disaster preparedness. - Insurance Educational Association Former Chairman. IEA is dedicated to developing, providing and promoting the highest quality of professional education to meet evolving educational needs in insurance and risk management services. 5
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