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Russ Koesterich, CFA
Russ Koesterich, CFA, is the Global Chief Investment Strategist for BlackRock's iShares ETF business. He is a founding member of the Blackrock Investment Institute, delivering BlackRock’s insights on global investment issues. During his 20+ year career as an investment researcher and strategist, Russ has served as the Global Head of Investment Strategy for scientific active equities and as a senior portfolio manager in the US Market Neutral Group at BlackRock.
Russ is a frequent contributor to financial news media and can regularly be seen on CNBC, Fox Business News and Bloomberg TV. He is the author of two books, including his most recent “The Ten Trillion Dollar Gamble,” which details how to position portfolios for the impact of the growing U.S. deficit. Russ is also regularly quoted in print media including the Wall Street Journal, USA Today, MSNBC.com, and MarketWatch.
Russ earned a BA in history from Brandeis University, a JD from Boston College and an MBA in capital markets from Columbia University. |
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Nelli Oster, PhD
Nelli Oster, PhD, 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) degree 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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Matthew Tucker, CFA
Matthew Tucker, CFA, is Managing Director, Head of FI iShares Strategy within BlackRock’s Fixed Income Portfolio Management Team and has spent the past 16 years focused on fixed income portfolio management, analytics and strategy. As Head of North American Fixed Income iShares Strategy within BlackRock’s Fixed Income Portfolio Management team, Matt leads the investment strategy for fixed income ETFs in North America and Latin America, focusing on product development, client support, and thought leadership. He previously worked with Barclays Global Investors before it merged with BlackRock, and he led the U.S. Fixed Income Investment Solutions team responsible for overseeing product strategy for active, index, enhanced index, iShares and long/short products. Matt was also a portfolio manager and a trader in fixed income focused on U.S. government securities. He began his career at Barra, where he supported clients using the company’s fixed income analytics. Matt holds a bachelor of business administration degree from the University of California, Berkeley, and is a Chartered Financial Analyst charterholder. |
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Stephen Laipply
Stephen Laipply is a member of BlackRock’s Model-Based Fixed Income Portfolio Management Group. Mr. Laipply’s service with the firm dates back to 2009, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was a senior investment strategist on the US Fixed Income Investment Solutions team, responsible for developing and delivering fixed income solutions to clients. Mr. Laipply focuses primarily on the iShares (ETF) fixed income product suite. Prior to joining BGI, he was a senior member in both of the Strategic Solutions and Interest Rate Structuring Groups at Bank of America Merrill Lynch, where he structured and marketed fixed income solutions across interest rates, credit and mortgages to institutional investors. Mr. Laipply earned a BS degree, with honors, in finance from Miami University, and an MBA in finance from the University of Pennsylvania.
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