Role: Investment Strategies
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Rick Ratkowski, CFA
With more than 20 years of investment experience, Rick drives growth initiatives while designing and implementing customized, derivatives-based investment hedging and absolute return solutions and strategies. Additionally, he oversees the Strategic Portfolio Management team and the Markets and Portfolios team, and develops NISA’s proprietary financial modeling tools. Rick is a frequent author and speaker on…
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Christin Hinkle
Christin communicates economic, market and portfolio-related information to clients. She also works with clients to develop and implement customized investment strategies. Christin has authored articles on economic and market events and their impact on institutional portfolios. Before joining NISA in 2025, she worked in equity derivatives sales at Bank of America and Credit Suisse (now…
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James Hobbs, CFA
James researches, designs and implements customized investment solutions, spanning both hedging and absolute return objectives. He also supports the Strategic Portfolio Management team and develops NISA’s proprietary financial modeling tools. James’s experience spans financial engineering, quantitative modeling and risk management with an emphasis on derivatives markets. Prior to joining NISA in 2013, he worked on…
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Randy Lane
Randy joined NISA in 2011. He develops NISA’s proprietary financial modeling and engineering tools, assists with implementing customized strategies and supports NISA’s Strategic Portfolio Management team in maintaining hedge strategies, including completion portfolios and exposure management strategies. Randy earned a B.S. in finance from Southern Illinois University-Carbondale.
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David Murad, ASA, CERA, CFA
David manages the daily operations of NISA's Strategic Portfolio Management team in maintaining hedge strategies, including completion portfolios and exposure management strategies. He also oversees NISA’s liability analysis team in estimating liability interest rate exposure and supports the development of NISA’s proprietary financial modeling tools. David’s experience spans asset allocation, liability-driven investing and financial engineering,…
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Paul Oehrlein, CFA
Paul joined NISA in 2011. He researches, designs and implements customized investment solutions, spanning both hedging and return objectives. Paul also supports the Strategic Portfolio Management team and develops NISA’s proprietary financial modeling tools. His experience spans financial engineering, quantitative modeling and risk management with an emphasis on fixed income and derivatives strategies. Paul earned…
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Dan Scholz, CFA
With more than 25 years of investment experience, Dan develops custom strategies designed to meet client objectives and oversees the development and implementation of NISA’s proprietary financial modeling and engineering tools. He is also responsible for overseeing NISA's Strategic Portfolio Management team in maintaining hedge strategies, including completion portfolios and exposure management strategies. Dan’s experience…
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Kevin Shultz, CFA
Kevin leads the economic, market and portfolio-related client communications. He authors NISA’s economic overviews and assists with benchmark design and portfolio transitions to meet client objectives, and participates in NISA’s investment committee meetings. Prior to joining NISA in 2011, he worked at Edward Jones Investments and Group One Trading, LP. He was also an English…
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Alik Ulmasov, CFA
Alik was recruited through NISA’s internship program and joined NISA’s Investment Strategies Group in 2011. He oversees the team that develops NISA’s proprietary financial modeling and engineering tools. Alik also supports NISA’s Strategic Portfolio Management team, which maintains hedge strategies, including completion portfolios and exposure management strategies. He earned a BSBA in finance with a…