ETFs
in Depth

Rachel Lord, Senior Managing Director, is Head of International and a member of the firm’s Global Executive Committee. Ms. Lord is responsible for BlackRock’s businesses in Europe, the Middle East, India and Asia Pacific. She chairs the International Steering Committee and the European Executive Committee.

Before assuming her current role, Ms. Lord was Head of Asia Pacific for three years and Head of EMEA for four years. Ms. Lord was previously EMEA Head of iShares and Head of Global Clients, ETF and Index Investments.

Ms. Lord joined BlackRock in 2013 from Citigroup where she was Global Head of Corporate Equity Derivatives. She joined Citigroup in 2009 after 13 years at Morgan Stanley, where she played a variety of senior roles in the equities and capital markets businesses in Europe and Asia.

Ms. Lord qualified as a Chartered Accountant in 1990, following which she worked in structured finance for five years before moving into equity derivatives. In 2020 she was named the European Asset Management Industry Leader of the Year in the female category by Financial News. She received the 2022 Lifetime Achievement Award from Women in Finance Asia, and the 2023 APAC Industry Leadership Award from 100 Women in Finance.

Ms. Lord graduated in 1987 from the University of Leeds with a BA (Hons) First Class in International History & Politics.

Grégoire Blanc is the Global Head of Capital Markets at Amundi. He leads a team of experienced professionals focused on helping investors better understand ETF execution and liquidity, and assisting them in achieving the best possible outcomes when trading Amundi ETFs.

Mr Blanc has fifteen years’ experience in the ETF industry, having previously built and led the Capital Markets team at Lyxor and worked as a Senior ETF Trading & Execution Product Manager at Vanguard. He has a deep understanding of the drivers of ETF liquidity and of the ETF market structure and ecosystem.

Mr Blanc attended EDHEC Business School in the Master in Management and MSc in Capital Markets programmes.

Slawomir Rzeszotko is Jane Street’s Head of Institutional Sales and Trading in Europe and Asia. In this role, Slawomir helps with institutional relationships and sales initiatives for ETFs, fixed income, and electronic equities on JX-EU, Jane Street’s Systematic Internaliser platform.

Slawomir joined the firm in 2014 with over a decade of experience with ETFs. Before Jane Street, he held a number of roles at global asset management firms. He was Head of ETF Capital Markets and Head of the Investment Product Specialist Group at Vanguard Asset Management, and he has also worked in various ETF-related positions at BGI and Blackrock. Through these roles, he has developed an in-depth understanding of ETF trading from both the trader and customer perspective.

Slawomir holds an MA degree from the University of Wroclaw, Poland, where he lectured on ethics and postmodern political philosophy while pursuing his PhD studies. He is a founding member of ETF Ambassadors in Switzerland, which aims to educate and raise awareness of ETFs with the Swiss private investor community.

Pravin joined UBS Asset Management in January 2020 to run the ETF Capital Markets team.  His team is the central conduit for the primary and secondary market trading of UBS ETFs.  They are a neutral counterpart for clients helping them to maximize liquidity and access tight pricing by giving them guidance on how, when and with whom to trade ETFs. 
 
Before joining UBS, Pravin was a Delta One Trader (ETFs, Swaps, Futures, etc.) for the past 15 years at various investment banks including JPMorgan, Credit Suisse, UniCredit and HSBC.  Pravin read Economics at the University of Cambridge and graduated in 2004.

Selina Kirby is Head of Digital & Execution, leading a team responsible for Vanguard’s relationships with our Digital clients. She has had a successful and fulfilling career in financial services for over 20 years, which includes helping clients in her capacity as a financial adviser, supporting financial planners as a business development manager for a platform provider before joining Vanguard over 7 years ago.

Ferat is Head of Xtrackers Digital Distribution EMEA at DWS and joined the company in 2017. Ferat has been in the ETF industry for 14 years and started his ETF journey at VanEck in 2011.
He is responsible to drive strategic partnerships with digital investment platforms in Europe, including Neo-brokers and Robo advisory platforms.

Julius joined Scalable Capital in early 2017 and is based in London. In his current role as Vice President Broker he drives the firm’s execution-only business for self-directed clients. After shaping Scalable’s capital markets team, Julius coordinated the Broker’s conception and market entry. Since then he leads the expansion across products and asset classes. Before joining Scalable, Julius gathered experience in asset management, fund administration and capital markets at HSBC and Goldman Sachs. He studied at the University of Mannheim in Germany.

Eric Balchunas is a Senior ETF Analyst at Bloomberg. In this role he writes research, articles and feature stories about ETFs for the Bloomberg terminal and Bloomberg.com. He also appears in a weekly on-air segment for Bloomberg TV and Radio called “Exchange-Traded Friday” in which he discusses different ETFs and the way investors can utilize them.

He is author of the new book “The Institutional ETF Toolbox,” which was published by Wiley on March 2016. The book is at once a primer on ETFs that both novices and professionals can understand as well as a guide to doing proper due diligence on the fast-growing world of ETFs. The book is available on Amazon.com and most other places books are sold.

In addition, he is responsible for training clients and conducting seminars on how to use Bloomberg to find and analyze ETFs. He is also puts out the Bloomberg ETF Newsletter and is a regular speaker at both Bloomberg events as well as industry conferences.

Prior to joining the ETF team, Eric was a Public Relations Associate with Bloomberg. Before joining Bloomberg in 2000, Eric worked as a reporter for Institutional Investor Magazine. Eric holds a bachelor’s degree in Journalism and Environmental Economics from Rutgers University.

Miriam Breen is the Head of Business Development ETF & Index Solutions – UK and Ireland, at BNP Paribas Asset Management, joining in September 2024. With over a decade at Legal and General Investment Management (LGIM), Miriam most recently served as Key Account Manager, overseeing top clients in the UK wholesale and retail markets. Prior to this, Miriam held leadership roles at LGIM, including Head of Investment Sales, where she built out and led the internal sales team. Her earlier experience includes roles with Michael Page International and Legal and General International. Miriam holds a BSc in Economics and Mathematical Sciences from the University of Limerick, Ireland.

Breanne Dougherty is Bloomberg Intelligence’s Head of Thematic Strategy, a category building research product that brings a precision approach to macro perspectives and the equities landscape, available on the Bloomberg Professional service at BI THEME . Before joining Bloomberg, Breanne was in a Global Narratives and Thought Leadership role at BlackRock, where she leveraged her 15 years in commodities and equities research to articulate issues at the nexus of market and investment trends. Breanne’s prior experience includes research leadership positions within the global energy groups of IHS Markit, Societe Generale and Wood Mackenzie.
Breanne holds a Bachelor of Commerce degree from McGill University in Montreal, Canada.

Paul Salerno is the Global Head of Index Sales and Relationship Management, a role he has been in since late 2019.

He led both PORT and Index sales at Bloomberg following the acquisition of Barclays Risk, Analytics and Index Solutions for three years prior.

At Barclays Investment Bank, he had served for eight years as Head of Index and POINT Sales and Marketing (Americas), and subsequently as Co-Head of Barclays Risk Analytics and Index Solutions. Before Barclays, he was a Senior Vice President in Research for Lehman Brothers until 2008. Paul graduated from Rutgers University in 1996 with a BS in Finance.

Kriti Gupta is the London-based co-anchor of “The Opening Trade” on Bloomberg Television. Formerly, she anchored “Daybreak Europe.” She has also served as the anchor of “Bloomberg Surveillance: Early Edition” and “Bloomberg Markets: Americas” from New York.

She has broken news and moved markets in interviews with global central bankers, energy and finance ministers as well as some of corporate America’s biggest CEO’s. Kriti also contributes markets and field reporting throughout the day as a correspondent notably covering surging oil prices after the war in Ukraine from Houston, rail strikes, former President Trump’s Manhattan arraignment, and the Brooklyn subway shooting.

Kriti began her career with Bloomberg in September 2018. After covering the US-China trade war, Covid-19 pandemic and 2020 election, she led coverage and macro commentary for Markets Live, Bloomberg’s go-to traders’ blog. She was also a weekly columnist and served as an audio squawk for trading floors around the world.

Prior to joining Bloomberg, Kriti worked in equity research, serving some of the largest hedge funds on Wall Street. She graduated from the University of Virginia.

Jigna Gibb is Head of Commodities and Crypto Index Product at Bloomberg. In her role, she is responsible for the flagship Bloomberg Commodities (BCOM) index suite, which is linked to products totalling over $107bn  AUM, as well as the roll out of new index launches.

Prior to joining Bloomberg Jigna was Head of Origination for the Quantitative Investment Solutions team at Deutsche Bank. Her responsibilities included Portfolio, Cross Asset and FICC QIS product development, marketing, and origination to institutional investors globally. She has created and innovated risk premia and quantitative investment solutions at the bank since the platform’s inception in 2012 and worked in collaboration with the DB Quant Research team.

Jigna worked at Barclays for eight years both in London and New York. In a structuring sales role, she was integral in developing the Commodities Investor Solutions business. Over her tenure at Barclays she delivered a diverse range of investment solutions such as index strategies, collateralised commodities obligations, structured products and fund solutions to institutional investors. She started her career at Goldman Sachs as a Financial Sales Analyst in the Securities division.

Jigna received her M.A. in Mathematics from the University of Oxford.

Erik Rotander is managing Bloomberg’s index sales and relationship management team in EMEA. He has 20 years experience of working with financial indices and index based investment solutions across asset classes and client types. Before joining Bloomberg he held various leadership roles on both the sell- and buyside. Erik earned his LLM from University of Uppsala and studied business and finance at University of British Columbia and KU Leuven and is a FRM and CAIA charterholder.

Mr. Greenberg leads Bloomberg’s Equities, Markets and Funds team which is responsible for data and analytics for the Bloomberg Terminal in regard to equities, indices, ETFs, both public and private Funds, Holdings, Factor Analysis, Market Surveillance, Screening, Backtesting, and quantitative analytics.

The Goal of his team is to demystify market movements to help inform asset allocation decisions, help clients screen for ideas, and build portfolios across equities, ETFs and Funds. Their overall mission is to empower all investors to harness the full power of top down quantitative decision making.

Prior to joining Bloomberg in 2012, Mr. Greenberg was CEO of OCE Interactive, a financial technology and institutional advisory firm he founded in 2003 whose clients were bulge bracket investment banks, RIAs, hedge funds and asset managers. OCE was a pioneer in the field of “quantamentals” and developed cutting edge business methods to help fundamental investors more objectively compare the relative valuation of stocks, leverage historical precedents and quantify the expectations embedded in price.

Mr. Greenberg was often quoted in the press about market environment and wrote am online column for Forbes Magazine. Prior to founding OCE Interactive, Mr. Greenberg spent 13 years as an investment banker at Lehman Brothers and Salomon Brothers where he specialized in mergers & acquisitions. Mr. Greenberg holds the CFA designation and is a graduate of Yale University.

Andrea Mosconi is Global Head Of Equity, Funds And Derivatives Department at Bloomberg — the world’s most trusted source for connecting decision-makers to a dynamic network of real-time and historical financial data, news, research and analytics. Based in London, Mr. Mosconi oversees business and product development of the Bloomberg Terminal and Data. His expertise covers equity, funds, derivatives, structured products, company financials and research.

Mr. Mosconi joined Bloomberg in 2009 as an Equity Derivatives and Structured Products Specialist and was responsible for its derivatives product development. In 2012, he became Head of Sales for Southern Europe – covering Spain, France, Italy and Portugal. From 2015 he ran the sales group for ASEAN out of Singapore, before taking up as Head of Sales for EMEA in 2018. In 2021 he moved to the Product, Data and Engineering Department in Bloomberg to run the Listed Core Services business.

Prior to joining Bloomberg, Mr. Mosconi was the Head of Structured and Equity Exotic Options desk at Abaxbank. He started his career as an Equity Derivatives Trader with Unicredit.

Mr. Mosconi graduated from the Università Commerciale ‘Luigi Bocconi’ with a Bachelor of Arts in Mathematical and Financial Economics.

Miguel Alvarez oversees the strategy and development of capabilities for Bloomberg’s ETF primary market service offering; BSKT. With a career spent in both the ETF primary and secondary markets, Mr. Alvarez is focused on leveraging Bloomberg’s product solutions to improve efficiencies in the ETF primary market workflow.

Prior to joining Bloomberg in November 2022, Mr. Alvarez was a director at the Bank of New York Mellon, serving as ETF product manager and product specialist. Throughout his career in ETFs, Miguel has delivered functionality and market research with a particular focus on the ETF primary and secondary markets.