Andrew Marks

Part
01
of two
Part
01

Profile: Andrew Marks

Andrew Marks, is the son of Howard Marks who is Oaktree Capital's co-founder. He earned a BA degree in Mathematics from Cornell University in 2005. Marks passed Level I of the CFA examination, with a certificate issued in December 2015.

Personal Background

  • Andrew Marks was born in Cooma NSW, to a refugee family from Europe, he is proud to be part of multi-cultural Australia and appalled at the treatment of refugees in Australia by the Howard government.
  • Andrew Marks is a proud father of four wonderful children.

Education

  • Andrew Marks earned a BA degree in Mathematics from Cornell University in 2005.
  • He also attended Mirrer Yeshiva in Jerusalem where he also took Talmudic Studies from 2005 to 2010.
  • Andrew Marks passed Level I of the CFA examination, with a certificate issued in December 2015.
  • He took an SOA Examination MFE and SOA Examination P (Society of Actuaries), with certificates issued in November 2011.
  • He also had an SOA Examination FM (Society of Actuaries), with a certificate issued in August 2010.

Professional Career

Notable Achievements in the Financial World

Investing Under Inflation Risk (Journal of Portfolio Management)
  • "Inflation, a quiet but growing concern, is complicated by its unpredictability in timing and severity. A survey of 110 years of inflation data suggests that Treasury Bills track inflation better than equities or bonds, and this result is robust across 19 countries. In most periods of high inflation in these countries, however, equities produced much higher, though more volatile, returns, but in some periods returns were much lower". — April 30, 2013.
Spot Commodities as Inflation Protection (Journal of Wealth Management)
  • "Inflation degrades the function of the US dollar as a storehouse of value. The goods and services which constitute the cost of living become more expensive in dollar terms. Commodities, and gold in particular, are often recommended to hedge that risk. Our work casts that popular advice into doubt, showing that inflation hedging with commodities is difficult, risky, and ultimately unreliable". — November 1, 2013
Practical Applications of Investing Under Inflation Risk (Practical Applications)
  • "It is impossible to reliably predict the onset or extent of inflation, but you can use certain data as a guide and position your portfolio for the possibility. This Practical Applications report is presented in a Q&A format that mirrors the accompanying video interview with George Crawford, Managing Director of the Investment Research Foundation. George sides squarely with those who fear we may be laying the groundwork for hyper-inflation—including Eugene Fama, Ray Dalio and Bill Gross". — December 9, 2013

Part
02
of two
Part
02

Opinion of Andrew Marks

Andre Marks is generally perceived to be highly skilled in financial investment and hedge funds by colleagues and other investment professionals, and he currently emerged as one of the top finalists in the Professional Financial Advisers (Pension category) in the 2019 Professional Pensions Rising Star Awards.

Experience in the Financial World

  • Andrew Marks was one of the speakers that delivered a lecture in the 2019 Fund organized by Informa, UK, and he spoke on the topic "Evolving Fund Flow Trends and Investor Behaviors" on Feb. 5, 2019.
  • Andrew Marks was in charge of T. Rowe Price Group's institutional direct and intermediary financial relationships in the UK, and Ireland.
  • Before joining Artisan, Andrew had worked for ten years at T. Rowe Price Group, where he was served as Director, Head of Client Relationships, UK, & Ireland, with responsibility for the firm's institutional direct and financial intermediary relationships.

Achievements

  • According to Andrew Marks, Artisan Partners' Markets Strategy and High Income Strategy emerging first in the Emerging Market Equity in U.K. and the US High Yield Bonds (USD) universe respectively in the 2017 CAMRADATA Independent Quantitative (I.Q.) scores and rankings is due to his talent-driven business model that is designed to attract and retain talented investment professionals focused exclusively on active, high value-added investment strategies as well as that of his team.
  • The vast majority of Artisan growth in 2017 was from clients in EMEA, and Andrews drove this. "As of Mar. 31 2017, 18 per cent of the firm's USD 103.8 billion in AUM was sourced from clients outside the US, including over USD 3.0 billion n in its UCITS fund complex in Ireland."
  • Andrew Marks emerged one of the top finalists in the 2019 Professional Pensions Rising Star Awards in the Adviser of the Year category.
  • Marks has always ascribed the company's growth and achievement to his and team financial strategy and commitment to excellence. "This achievement is a testimony to our talent-driven business model that is designed to attract and retain talented investment professionals focused exclusively on active, high value-added investment strategies."

Expert Opinions in Financial World

  • Dean Patenaude, Artisan Head of Global Distribution, sees Andrew Marks as a very experienced marketer capable of maintaining the company's long-term commitment to providing investment management services to investors outside of the US.
  • Andrew Marks is perceived to be highly skilled in financial investment according to other professionals that endorsed his investment skills on LinkedIn.
  • Andrew's has been endorsed as highly skilled in hedge funds (11 endorsements), asset management (10 approvals), and investments (16 endorsements) by colleagues and other financial investments professionals.
  • Andrew has a recommendation from partners, according to Russell Borland, "Andrew is a highly talented communicator and applies that skill very effectively in the sales process. He also takes a keen interest in building a motivated and talented team around him; that interest resulted in our appointment to work with Andrew and the team over the last 18 months. The combination of strong communication skills and a talented team has resulted in the London office sourcing a sizeable base of assets under management."


Sources
Sources

From Part 02
Quotes
  • "As of 31 March 2017, 18 per cent of the firm’s USD103.8 billion in AUM was sourced from clients outside the US, including over USD3.0 billion n in its UCITS fund complex in Ireland. The vast majority of this growth has been sourced from clients in EMEA."
Quotes
  • " This achievement is testimony to our talent-driven business model that is designed to attract and retain talented investment professionals focused exclusively on active, high value-added investment strategies."