Sorry, you need to enable JavaScript to visit this website.
Skip directly to content

Our Portfolio Management Industry Group is made up of a diverse group of CQF Alumni, representing a range of international markets and sectors. Group members apply their expertise, guidance, and insight to advance the CQF Institute’s program of events and thought leadership. In doing so, the Group explores and advances new ideas, playing a leading role in addressing the opportunities and challenges within the sector.

The Group welcomes contributions and suggestions from quantitative finance professionals with an interest in Portfolio Management. Get in touch here: 


Portfolio Management Group Members

James Jarvis

BQuant GTM Product Manager, Bloomberg

James is BQuant GTM Product Manager at Bloomberg. He previously held the position of Head of Research and Chair of the Investment Committee at Trium Capital, an Investment Manager focused on managing hedge funds and alternative UCITS funds. He has also previously led research into quantitative hedge fund strategies at PAAMCO, an institutional fund of hedge funds, and worked as an FX Trader at the Royal Bank of Scotland. James has an MBA from the University of Chicago Booth School of Business. Additionally, James holds the Certificate in Quantitative Finance.

James is the Chair of the Portfolio Management Industry Group.

Sam Diedrich

Managing Director, Head of Absolute Return and Credit, New York
Sam Diedrich joined Partners Capital in 2020 to head Absolute Return and Credit strategies. Prior to joining, Sam was a Vice President at AQR Capital Management, serving as a member of the portfolio management and research team for hedge fund and style premia strategies. Previously he was Portfolio Manager for multi-strategy, real asset strategies within Brookfield’s public securities group and Sector Specialist at PAAMCO managing the firm’s fixed income relative value strategies. 

Sam received his MBA from the University of Chicago Booth School of Business, his MS in Electrical Engineering from Johns Hopkins University, and his BS in Electrical Engineering from the University of Washington. Sam is a CFA Charterholder and CQF qualified.

Jean-Paul Jaegers

Jean-Paul has over 17 years of experience in the investment management sector. He has a Masters in Finance from Maastricht University, is CFA charter holder and CQF qualified. Jean-Paul is a frequent contributor of economic and capital market’s insight to Bloomberg, CNBC and various other media outlets. 

Felix Schlumpf

Head of Strategic Asset Allocation, Zurich Insurance Group Ltd

Dr. Felix Schlumpf worked in strategic asset allocation for over 20 years at firms such as Swiss Re and Zurich Insurance Group Ltd. He started his career as a researcher in theoretical particle physics publishing several peer reviewed papers. Felix is also an alumnus of the Certificate in Quantitative Finance program.

Geras Kheratyan

Portfolio Manager, Verition

Geras is a Portfolio Manager in the Credit Group at Verition focusing on Long/Short Emerging Markets Credit. Prior to Verition, he worked at MEAG(Munich Re Group) and Deka Investment as a Portfolio Manager specializing in Emerging Markets Fixed Income both absolute return and relative value strategies. 

He holds a Masters in Finance from J.W. Goethe University of Frankfurt, PhD in Economics from Yerevan State University and a Masters in Engineering from State Engineering University of Armenia Polytechnic. He has completed the Certificate in Quantitative Finance program and is a CFA Charterholder. Geras likes skiing, hiking and travelling.

Sonia Arora

Employer Relationship Manager, CQF, Fitch Learning

Sonia Arora completed her Masters at the University of London and previous tenures include the London School of Economics and Cardinal Health. Sonia has 15 years of experience in both the corporate environment and academia and possesses excellent connections in the industry globally. In the last few years Sonia held positions at various graduate institutions heading their career departments and managing corporate relations. She has taught on Business Communications courses and implemented institutional soft skills training programs. Sonia heads career support services at the CQF Institute and manages employer relations, the Mentorship Program, careers events and clinics and the Academic Partners.

Sonia provides the secretariat for the Portfolio Management Industry Group.

Ibrahim Buya

Portfolio Manager, NSSF-Uganda

Giorgio Borelli

Head of Multi Asset Investments & Quant, Emirates NBD