Executive Vice President / Chief Investment Officer
Eric joined Bailard in 1987 and currently serves as the firm's Chief Investment Officer and co-portfolio manager of the Bailard international equity and Bailard emerging markets strategies. As Chief Investment Officer, Eric guides Bailard's investment teams to hone, broaden and deepen the firm's investment expertise across a range of asset areas.
During his more than 25-year investment career, Eric has led strategies ranging from global sovereign debt and broad non-U.S. equity to dedicated emerging markets. In all cases, his interest has been in appreciating the contribution that country selection makes on investment outcomes. His work focuses on the relationships between geopolitics and the investment markets and involves understanding near-term dynamics in markets as well as longer-term themes such as demographics; access to resources; political, economic and financial structure; and industrial composition.
Over the last several years, Eric has authored pieces on the hidden risks of apparently "good" demography, the changing face of Colombia, looking beyond China when considering the evolving global demand for raw materials, the flight of the wealthy from China and the evolution of the Japanese economy. He has also served as a contributor to The Wall Street Journal, Bloomberg TV, InvestmentNews, CNBC and Bond Week.
Eric received his B.A. in quantitative economics from the University of California, Berkeley, in 1986 and his Chartered Financial Analyst® designation in 1997. He is a member of the CFA Institute and the CFA Society of San Francisco. Away from the office, Eric enjoys photography, backpacking and Japanese ceramics.