2023 Hall of Fame

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2023 Hall of Fame

Hall of Fame

FIASI's 25th Annual Hall of Fame Induction Ceremony & Dinner

 

 

Steven Berkley

Former Chief Executive Officer

Bloomberg Index Services Limited

 

 

Robert Michele, CFA

CIO & Head of Global Fixed Income, Currency & Commodities

J.P. Morgan Asset Management

 

 

 Barbara Novick

Co-Founder and Former Vice Chair

BlackRock

 

 

 EMCEE for the evening:

Robin Wigglesworth

Editor of Alphaville, Financial Time's Blog

 

 

Tuesday, September 26, 2023 | 6:00 - 9:30 PM
Union League Club | 38 E 37th St, New York, NY 10016

 

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The Fixed Income Analysts Society, founded in 1975, is a not-for-profit professional organization dedicated to the education of its membership and the fixed income community at large.  FIASI serves its members by sponsoring educational programs and workshops covering topics of current interest and presented by distinguished industry leaders. The organization also provides valuable networking and mentoring benefits for its members as well as students aspiring to careers in fixed income. At its annual Hall of Fame induction ceremony, FIASI celebrates the lifetime achievements of Fixed Income industry visionaries.

Steve BerkleySteve Berkley, a financial professional with 40 years of experience, joined Bloomberg as the global head of its index business in 2014. He is responsible for Bloomberg’s index development, production processes, governance activities and index client relationships. In 2018, Berkley was named Chief Executive Officer for Bloomberg Index Services Ltd (BISL).

Berkley oversees Bloomberg Indices’ use of data, pricing, analytics, distribution and research required by market participants including asset managers and owners, pension consultants and sell-side firms. His team has enhanced Bloomberg’s index procedures to ensure compliance with evolving regulatory requirements. He was part of the team that negotiated Bloomberg’s acquisition of Barclays Risk Analytics and Index Solutions Ltd. (BRAIS) in 2016. The purchase included the Barclays Fixed Income benchmark indices, BRAIS strategy indices and the intellectual property of the POINT portfolio analytics platform. These indices, widely used since 1973, are considered the industry standard for fixed income investors. Under Berkley’s leadership, Bloomberg Indices has quickly expanded beyond its flagship fixed income offering to include benchmarks for equities, commodities, ESG, multi-asset and thematic strategies, as well as index-linked products such as the Bloomberg Short Term Bank Yield Index (BSBY) and Bloomberg’s Tradable Trackers. Total assets tracking Bloomberg’s indices total in the trillions of dollars.

Prior to Bloomberg, Berkley headed the relationship management function for BlackRock Solutions and served as Chief Operating Officer for the Aladdin business. Most of his career was spent as the Global Head of the index business at Lehman Brothers where he helped launch the U.S. Aggregate Index, created the Global and Euro-Aggregate Indices, conducted Index Advisory Councils and worked closely with clients worldwide. He was voted the winner of Institutional Investor’s Index Award from its inception in 1997 until his departure from Lehman in 2005.

Berkley is a member and past president of the Fixed Income Analysts Society (FIASI). He holds a BS in Computer Science and an MBA, both from Hofstra University, where he was inducted into Phi Beta Kappa.

 

robert micheleBob Michele, Managing Director, is the Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities (GFICC) group. Prior to joining the firm in 2008, Bob was at Schroder Investment Management for ten years, most recently serving as the global head of fixed income in London. Previously, Bob was a managing director at BlackRock from 1995 to 1998, responsible for managing core bond portfolios and developing credit strategies across all client mandates. Prior to that, Bob was at FirstBoston Asset Management as head of their US fixed income business and Brown Brothers Harriman managing taxable, total return portfolios for non-U.S. institutions. Bob began his career at Bankers Trust, working as an investment analyst and portfolio manager. He holds a B.A. in classics from the University of Pennsylvania, is a CFA® Charterholder and has the Investment Management Certificate of the UK Society of Investment Professionals.

Barbara Novick Headshot 2022Barbara G. Novick was a co-founder of BlackRock; Ms. Novick transitioned from Vice Chairman to Senior Advisor as of February 2021.

From the inception of BlackRock in 1988 to 2008, Ms. Novick headed the Global Client Group and oversaw global business development, marketing and client service across equity, fixed income, liquidity, alternative investment and real estate products for institutional and individual investors and their intermediaries worldwide. In 2009, Ms. Novick established BlackRock's Global Public Policy Group to provide a voice for investors; from 2018 to 2020, she additionally oversaw BlackRock's Investment Stewardship team.

Ms. Novick serves on the boards of Intel, New York Life Insurance Company and the American Financial Exchange and on the Growth Curve Capital Advisory Board. In addition, Ms. Novick serves on the boards of Peterson Institute for International Economics, 100 Women in Finance, and the advisory boards of Center for Financial Stability, Millstein Center for Global Markets and Corporate Ownership, and Committee on Capital Markets Regulation. Ms. Novick previously served on the board of Cornell University (2012 - 2020) and served as both Treasurer and Trustee of Westchester Jewish Center (1994 - 2012) and coached in the Westchester Youth Soccer League (1999 - 2015).

Ms. Novick has received numerous awards recognizing her contributions to asset management and to the professional development of women in finance, and her active involvement in her community, including UJA Federation’s Gustave Levy Award, Chief Investment Officer’s Pioneer Award, 100 Women in Hedge Fund’s Effecting Change Award, and Women in Finance’s Trailblazer Award. Ms. Novick earned a BA degree, cum laude, in economics from Cornell University.

Robin WigglesworthRobin Wigglesworth is the editor of Alphaville, the FT's financial blog. From Oslo, Norway he leads a team of three other writers in London and New York that dig into anything deeply nerdy or plain delightful that they spot in markets, business or the global economy.

Previously, Robin was the FT's global finance correspondent, US markets editor, deputy head of fastFT, capital markets correspondent, and Gulf correspondent. He joined the FT from Bloomberg News in 2008, where he covered Nordic economics. He is also the author of Trillions, a book on the past, present and future of passive investing and how it is reshaping financial markets, and is currently writing a book on the history of the bond market. 

Hall of Fame

FIASI's 25th Annual Hall of Fame Induction Ceremony & Dinner

 

 

Steven Berkley

Former Chief Executive Officer

Bloomberg Index Services Limited

 

 

Robert Michele, CFA

CIO & Head of Global Fixed Income, Currency & Commodities

J.P. Morgan Asset Management

 

 

 Barbara Novick

Co-Founder and Former Vice Chair

Blackrock

 

 

Tuesday, September 26, 2023 | 6:00 - 9:30 PM
Union League Club | 38 E 37th St, New York, NY 10016

 


The Fixed Income Analysts Society, founded in 1975, is a not-for-profit professional organization dedicated to the education of its membership and the fixed income community at large.  FIASI serves its members by sponsoring educational programs and workshops covering topics of current interest and presented by distinguished industry leaders. The organization also provides valuable networking and mentoring benefits for its members as well as students aspiring to careers in fixed income. At its annual Hall of Fame induction ceremony, FIASI celebrates the lifetime achievements of Fixed Income industry visionaries.

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