Heiko Ebens
Membre du Comité d'Investissement chez Astoria Portfolio Advisors LLC
Profil
Dr. Heiko Ebens is an Investment Committee Member at Astoria Portfolio Advisors LLC.
He has 20 years of combined sell and buy-side experience in alternative investments, asset allocation, and derivatives.
He is the founder of Lucidium, an investment advisor that focuses exclusively on the management of its risk-parity program, the Multi Asset Risk Premium Strategy.
Prior to founding Lucidium in 2014, he was a Portfolio Manager and Director of Research at Guggenheim Partners.
He also led the firm’s alternative investment research efforts and he and his team were responsible for the investment process underlying the iShares Canada Managed Futures ETF, the second in its class globally.
Until 2009, He was the Head of Global Equity Derivatives Research at Merrill Lynch.
was an Associate in Morgan Stanley’s Quantitative Strategies Group until 2002.
He implemented volatility forecasting models and advanced the firm’s proprietary equity sector rotation model.
He received a Ph.D.
in Economics from Johns Hopkins University in 2000.
His academic work is recognized for advances in forecasting risk and asset allocation and is published in the Journal of Financial Econometrics and the Journal of Alternative Investments.
Postes actifs de Heiko Ebens
| Sociétés | Poste | Début |
|---|---|---|
Astoria Portfolio Advisors LLC
 Astoria Portfolio Advisors LLC Investment ManagersFinance Astoria Portfolio Advisors LLC (Astoria) is an independent registered investment advisor headquartered in New York City. The firm was founded by John Davi in 2017. Astoria offers a comprehensive range of investment management strategies, research and services for independent RIAs. | Membre du Comité d'Investissement | - |
Anciens postes connus de Heiko Ebens
| Sociétés | Poste | Fin |
|---|---|---|
| Capstone Holdings Ltd. | Corporate Officer/Principal | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Analyst-Equity | 09/04/2009 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Security Investors LLC
 Security Investors LLC Investment ManagersFinance Security Investors LLC (do-business-as Guggenheim Investments) is a registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. The Funds include open-end registered funds, closed-end registered funds, and exchange-traded funds. Their SMA clients may include institutions, such as insurance companies, other financial institutions, pension and profit-sharing plans, US and non-US governmental entities, colleges, hospitals, charitable organizations, endowment funds and foundations, and certain individuals and trusts. | Directeur de la Recherche - Actions | - |
Formation de Heiko Ebens
| The Johns Hopkins University | Doctorate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors LLC (do-business-as Guggenheim Investments) is a registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. The Funds include open-end registered funds, closed-end registered funds, and exchange-traded funds. Their SMA clients may include institutions, such as insurance companies, other financial institutions, pension and profit-sharing plans, US and non-US governmental entities, colleges, hospitals, charitable organizations, endowment funds and foundations, and certain individuals and trusts. | Finance |
| Capstone Holdings Ltd. | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Astoria Portfolio Advisors LLC
Astoria Portfolio Advisors LLC Investment ManagersFinance Astoria Portfolio Advisors LLC (Astoria) is an independent registered investment advisor headquartered in New York City. The firm was founded by John Davi in 2017. Astoria offers a comprehensive range of investment management strategies, research and services for independent RIAs. | Finance |
