Erik Herzfeld is President and Portfolio Manager at the firm. Prior to joining the firm, Erik had a decade of experience in Wall Street within the equity and foreign exchange/currency derivatives markets in New York and Asia. He served in quantitative research, trading and management roles with both Lehman Brothers and J.P. Morgan. He headed J.P. Morgan's Specialized Risk Trading (SRT) group which managed a $200 billion derivatives book out of Singapore. Erik is the creator of the Bloomberg-JP Morgan Asia Currency Index "ADXY" (FX basket). He is fluent in Japanese. His Master's thesis at MIT, "Static Replication of Interest Rate Contingent Claims," was supervised by thesis advisor Professor Andrew Lo. Erik began his career in the investment industry in 1998, and holds FINRA Series 66.
- Johns Hopkins, B.A. in Economics, concentration in Applied Mathematics
- MIT Sloan School of Management, S.M., Financial Engineering
Past Speaking Events
- The Fixed Income Panel Discussion – What To Do In a Low Rate EnvironmentMay 25, 202114:00 PM - 15:00 PMPanelView Details
The discussion will be centered on the “brave new world” of fixed income investing, where Central Banks now have their fingers in the cookie jar and monetary policy seems to have expanded beyond the typical mandates of full employment and stable inflation.
Speakers: Paul Nolte, CFA, Steven Groslin, Erik Herzfeld, and Arun Kaul, CFA
About THOMAS J. HERZFELD ADVISORS, INC.
Founded in 1984, Thomas J. Herzfeld Advisors, Inc. is a boutique alternative investment firm focused exclusively on the closed-end fund market. As an industry thought leader across four decades, the firm is a recognized expert of the closed-end fund investment universe and has deep relationships with industry participants. The firm seeks to capitalize on unique investment opportunities that are generally overlooked by other investors, with a primary focus on capital preservation and quality of return.