Herbert D. Blank President |
Herb Blank is President
of QED International Associates, Inc.(QEDI) -- a network of experienced
quantitative consultants specializing in researching investment and trading
strategies, asset allocation, index construction, and exchange-traded funds.
Notably in the last category, he consulted on the launches of the iShares
and the Fresco Funds. Herb founded QEDI in 1997. Herb also
serves as the President of the New-York-City-region chapter of QWAFAFEW
– the Quantitative Work Alliance For Applied Finance, Education, and Wisdom.
Prior to founding QED International, he served as Chief Investment Officer of the CountryBaskets Index Fund for Deutsche Bank. The nine country funds were the first open-end ETFs to trade on the New York Stock Exchage. In addition to direct responsibility for all asset management activities, he helped establish the fund’s precedent-setting operational and legal structures. Herb has more than 20 years of experience in quantitative research and investment management. A frequently published author, he co-authored the chapter on “Global Index Families” in the book, Perspecties on Equity Indexing, published by Frank J. Fabozzi. In 2000, he penned the featured cover story on asset allocation in September’s Financial Planning magazine. His articles have also been featured in Institutional Investor publications, the Journal of Indexing, and Financial Advisor magazine. Most recently he served as the sole Editorial Consultant for “Exchange Traded Funds”, a supplement that appeared in Pensions & Investments magazine. Prior to joining Deutsche Bank Securities in 1993, he worked at Value Line in New York City in for five years where he developed and managed a series of index-plus portfolios, devised ranking systems, revised risk models, and authored a series of columns for the Value Line Investment Survey entitled “A Quantitative Perspective.” While working with a regional bank in Philadelphia in the 1980’s, Herb had the opportunity to work in concert with Stephen Ross, Richard Roll, and Alan Yuhas to develop the first Arbitrage-Pricing-Theory-based portfolios used to manage pension monies. Herb holds an MBA in Finance from NYU’s Stern School Of Business and a B.A. in Mathematics from the University of Pennsylvania. |
Stanley Levine, Senior Product Consultant |
Stan Levine, an expert in investment data
and research, has extensive experience in the successful development, production
and application of investment data. Stan was recently Director of
Quantitative Research at First Call, the top financial forecaasts service
in the United States, where he led First Call to its respected position
in the quantitative analysis market. In order to accomplish this
goal Stan produced First Call’s Historical Database of earnings forecasts
to meet the needs of this market.
Stan also designed, implemented and managed First Call’s academic program, which boasts several hundred research projects and published papers. In addition, Stan has conducted pioneering research into such areas as the clustering of analysts estimate revisions, the nature of historical earnings estimates databases and the effects of the SEC’s Fair Disclosure Regulation on analyst and corporate behavior |
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Edward Matluck, Chief Executive Officer |
Ed Matluck focuses
on quantitative investing techniques, product development, and portfolio
risk control modeling. He has 20 years experience in creating. developing,
and marketing quantitative investment products and tools. Ed has significant
experience in developing international and domestic equity indexes and
creating index-based synthetic investment vehicles. Other specialties include
economic forecasting and securities analysis.
Prominent firms in Ed’s career history include: APT, Inc.; DRI; Mosley Securities; Chase Manhattan: and Zacks Investment Research. He has a Ph. D. in Economics and Finance and a strong background in financial analysis and product development. |
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Andrea Psoras, Senior Vice President |
Andrea Psoras is an established financial institutions and financial sector
analyst, who has worked as an M&A (combinations, divestitures and related,
private equity, "recaps"-bailouts engagements) investment banker on the
execution side as well as an analyst on the counter-party credit risk
side covering North American based financial institutions while consulting
for one of the world's largest banks.
She is an active member of the New York Society of Security Analysts, serving on its Committees for Improved Corporate Reporting, Corporate Governance/Shareholder Rights, and Socially Responsible Investments. She is a co-author of the NYSSA's Corporate Governance Handbook as well as having been an active committee member dealing with Corporate Reporting matters within the context of Financial Regulation and the public reporting model-framework. She is active in community affairs. Also active at the federal level with legislation and regulatory matters involving the financial sectors, she has also attended to matters involving Community Reinvestment and Economic Development, the markets, the general regulatory framework for publicly traded companies, commerce-trade, science-research, and 'intelligence' issues. Skilled in a variety of analytical disciplines-strengths, well informed (and on a number of commercial/industrial sectors) and knowledgeable of domestic as well as global economic and political subjects, some would consider her the analysts' Analyst. A graduate of Franklin & Marshall College, she earned her BA with a concentration in Business Management, with substantial additional coursework in Economics and Accounting. Her own consulting and counseling firm, Strategic Advisory, has its web- site at http://www.strategic-advisory.us/ |
