Matt is responsible for all investments at Unison Investment Management and its associated research. Matt’s most recent engagement has been to run the LifePath series of funds at BlackRock. LifePath is a multi-asset (target date) series of funds with global reach and over $300B in assets. The funds were gold rated by MorningStar and carried morning star star ratings ranging from 3 to 5 (the highest rating). In addition, they were buy-rated by all major consultants. Matthew also spoke frequently on the subject of retirement savings and retirement spending.
He worked at BGI/BLK starting in 2003 when he graduated as valedictorian from the Masters in Financial Engineering program at UC Berkeley’s Haas School of Business to February 2021. In addition to running the LifePath series of funds, Matt developed the CoRI retirement indexes and the associated analytics and interface surrounding them known as iRetire. Previous to his work in multi-asset portfolio management and retirement innovation Matt worked in the quantitative fixed income group at BGI. His work included researching, assisting in the launch of and running of BGI’s flagship quantitative credit long/short fund. He has also researched and launched funds in the government bond and securitized credit spaces. He has also consulted in the single family residential FinTech space over the years.
He has also served on the board of the CFA Society of San Francisco and served as that board’s president.
Oleh Tovkach is a Quantitative Portfolio Analyst within Unison's Portfolio Management and Research team. A physicist by training, Oleh is fascinated with complex multi-agent systems. At Unison, he develops various quantitative models for portfolio management and research.
Before joining Unison, Oleh was a Postdoctoral Fellow in the Physics Department at Georgetown University. He holds a PhD from Bogolyubov Institute for Theoretical Physics (Ukraine).