Portfolio Management & Research

Aditya Bhandari </h1> <h3>Data Engineer Intern</h3>

Aditya Bhandari

Data Engineer Intern

Aditya assists the investment management team by handling data structuring, cleaning, and data science tasks for building quantitative models. In addition, he also helps in developing prudent strategies for data acquisition and statistical methods in order to build reliable forecasting models for accurate predictions. He is currently pursuing a master’s degree in business analytics at the University of Illinois at Chicago. Previously, Aditya worked as a data analyst with Ecolibrium Energy, helping companies in various industry verticals to intelligently manage their electrical assets and energy usage. While at Ecolibrium, Aditya developed two patent-pending methods of online conditional monitoring of electrical machines using predictive maintenance algorithms. Aditya holds a bachelor’s degree in information and communication technology from Dhirubhai Ambani Institute of Information and Communication Technology in Gandhinagar, Gujarat, India.

Brad Lookabaugh </h1> <h3>Director, Portfolio Management</h3>

Brad Lookabaugh

Director, Portfolio Management

Brad is responsible for working with research and operations to synthesize and implement Unison’s investment strategy and oversee Unison’s proprietary investment decision engine. Brad previously worked for Accenture where he managed M&A integration as well as acting as a product test lead. Brad also has experience in complex securities’ analysis with Stout Risius Ross and in biomedical research with the Rehabilitation Institute of Chicago.

Brad has a Bachelor of Science in Biomedical Engineering from Northwestern University and a Master of Financial Engineering from the Haas School of Business, UC Berkeley.

Brodie Gay </h1> <h3>Director, Research</h3>

Brodie Gay

Director, Research

Brodie applies machine learning, statistics and quantitative methods in financial derivatives pricing to forecast and price residential real estate derivatives. In addition, he manages the quantitative research and portfolio optimization strategy, leveraging mass property level transaction databases and large-scale parallel processing clusters. Prior to Unison, Brodie worked as a Quantitative Strategist for the Financial Institutions Group at Goldman Sachs in New York City.

Brodie received his Master of Financial Engineering (MFE) and Bachelor of Science in Engineering Physics from UC Berkeley. He lectures a summer course on Quantitative Methods in Derivatives Pricing and a Machine Learning workshop at UC Berkeley for students in the MFE program.

Erica Vigen </h1> <h3>Investment Analyst</h3>

Erica Vigen

Investment Analyst

Erica conducts analysis of partners and properties for Unison Investment Management. She has previous experience in Commercial Real Estate Investments as an Investment Analyst at AEW Capital Management’s European branch located in Milan, Italy, which is now part of the real estate asset management platform of Natixis Investment Managers. Previously, she gained investment analysis experience with HSBC Global Asset Management. Erica earned a Bachelor of Science in Economics, Management and Finance from Bocconi University in Milan, Italy.

Ken Lee </h1> <h3>FinTech Lead</h3>

Ken Lee

FinTech Lead

Ken is responsible for the full-stack web development and infrastructure in the Unison investment management team. Currently, he is focusing on launching version 1.0 of the upcoming Investor Dashboard. Ken was previously a React specialist for Accenture working in Menlo Park focusing on best practices in JavaScript such as Flow type checking and unit testing in React-Redux. He holds Bachelors of Arts in Mathematics and Philosophy from Rutgers University.

Sam Lin </h1> <h3>Manager, Investment Analysis</h3>

Sam Lin

Manager, Investment Analysis

CFA

Sam manages the Investment Analysis team to ensure each property invested adheres to Unison’s investment guidelines while offering attractive risk/reward. Prior to joining Unison, Sam completed a management associate rotation program with Invesco Hong Kong and an internship with Green Street Advisors. Prior to attending business school, he served as valuation and risk analytics specialist with PAAMCO, a fund of hedge funds specializing in emerging managers. Sam has ten years of experience investing in real estate securities. He is an occasional writer on Seeking Alpha, where he focuses on REITs and other income securities. Sam earned his MBA in Finance and Bachelor of Arts in Economics from UCLA. Sam is a CFA charterholder and a CPA.

Tilek Kombarov </h1> <h3>Investment Analyst</h3>

Tilek Kombarov

Investment Analyst

Tilek performs analysis on properties and applicants to assess the growth potential and credit risk of Unison IM’s homeownership investments. Prior to Unison, Tilek was an underwriting analyst at Funding Circle where he analyzed small business creditworthiness. He holds a Bachelor of Science in Finance from San Francisco State University and a Master of Science in Financial Analysis from the University of San Francisco.

Share this Post