The Triana Group hosts a University of California at Berkeley, Haas School of Business Alumni Workshop on Portfolio Asset Allocation strategies. We welcome as co-panelist the CEO of technology-driven Active Asset Allocation, one of our Fintech client companies.


Samir Mathur is a Partner in the Quantitative Research and Analytics group at Capital Research and Management Company, the investment manager for American Funds. He has 22 years of investment industry experience and has been with Capital Group since 2012. Prior to joining Capital, Samir was a Managing Director in charge of all multi-asset trading at Citigroup. His team at Citigroup provided quantitative solutions for cross-asset investments and insurance-linked risk hedging. He holds an MBA from the University of California, Berkeley, MS degree in Computer Science from the University of Southern California and a Bachelor of Technology degree from the Indian Institute of Technology, Delhi. Samir is based in New York. Samir is also a senior board member of HAN NY.

Adina Grigoriu is co-founder and CEO of Active Asset Allocation, a financial engineering firm that designs risk-based allocation solutions for clients such as pension funds, asset managers, hedge funds, family offices, foundations, and insurances companies. She started her career as a derivatives trader, and then joined BNP Paribas Asset Management holding product manager, fund manager and head of ALM positions. In 2007, she joined a spinoff of the EDHEC-Risk Institute to develop the Dynamic Core Satellite approach and its application to institutional portfolios. She holds an actuarial degree and is a member of the French Institute of Actuaries.

Anshul Sharma is Senior Vice President – Investment Strategist at U.S Trust. He is responsible for guiding strategic asset allocation initiatives for ultra high net worth and institutional segments impacting $200+ billion in client assets. Anshul was formerly a Researcher at Merrill Lynch. He has authored several whitepapers on hedge funds, fund of hedge funds, and the incremental benefits of including illiquid alternative assets in diversified portfolios. Anshul is an alumni of the MFE program at Haas School of Business, UC Berkeley.

Panel Moderator:

Pooja Saksena is a Researcher focused on alignment of Investment objectives and Risk measures for Multi-Asset class portfolios. Pooja is Assistant Vice President at StateStreet and quantitatively models trillion+ global portfolios of institutional investors, asset managers, insurance and pension funds. Pooja’s prior work was with BNP Paribas’ Portfolio Analysis team. Her areas of focus have included Derivatives modeling, Portfolio Optimization and Risk Premia based Investing. Pooja is alumni of the MFE program at Haas School of Business, UC Berkeley and she is part of Haas Alumni Network NY Board.

Event Host: Jabril Bensedrine, Managing Director of The Triana Group, Inc, a business development firm that handpicks technologies internationally and introduces them to larger organizations seeking innovative solutions. He was a post-doc scholar at the Haas School of Business, U.C. Berkeley.