Mark Refermat, Ph.D. – Managing Director, Machine Learning Portfolio Strategy

Mark Refermat serves as Managing Director of Machine Learning Portfolio Strategy for Voleon. His focus is on increasing clients’ understanding of Voleon’s investment strategies, and machine learning techniques applied to finance. Dr. Refermat works closely with the research team in developing strategy analytics and is a member of the risk committee. Previously, he held a variety of research and client portfolio management roles over a ten-year career at GAM Systematic and Man AHL.

Prior to Voleon, Dr. Refermat was a Director at GAM Systematic, where he educated clients on quantitative strategies. Prior to GAM, he spent eight years at Man AHL, where, initially, he built quantitative multi-asset strategies. Later, he was made a Principal with responsibility for educating clients on a range of quantitative techniques. Prior to Man AHL, Dr. Refermat worked in fixed income trading at Dresdner Kleinwort in London.

Dr. Refermat’s research for his Ph.D. focused on cross asset class liquidity and quantitative investment strategies.

He earned his MBA from Cass Business School in London and he holds a BA in Computer Science from the University of Wisconsin – Madison. He is based in Berkeley, CA.