Derek Bergen
Partner: Equity Research, Quantitative Research, and Curriculum Development at Applied Finance Capital Management | Chicago, Illinois, United States
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Derek Bergen serves as a Partner at Applied Finance Capital Management, where he leverages his extensive expertise in equity research and quantitative analysis to enhance investment strategies for a diverse clientele. With a focus on integrating systematic quantitative insights with fundamental analysis, Derek plays a pivotal role in shaping the firm’s research methodologies. His current responsibilities involve collaborating with a wide range of domestic and international clients, including portfolio managers, research analysts, and corporate consultants, who utilize AFG’s advanced screening, monitoring, and due diligence research tools.
One of Derek's significant contributions has been the development of AFG's multifactor quantitative metrics, which have become essential in guiding investment decisions and optimizing portfolio performance. Additionally, he spearheaded the creation of a global backtest system, enabling clients to evaluate the effectiveness of various investment strategies across different markets and conditions. This innovative approach not only enhances the accuracy of performance assessments but also empowers clients to make informed decisions based on empirical data.
Derek’s skill set encompasses a blend of technical and analytical proficiencies, including Visual Basic programming, template design, and comprehensive training and development initiatives. His commitment to employee training ensures that team members are well-equipped to utilize cutting-edge research tools effectively. As a thought leader in the finance industry, Derek continues to share his insights through curriculum development, fostering a deeper understanding of quantitative research and its application in hedge funds and investment strategies. His passion for advancing the field of finance is evident in every project he undertakes, making him a valuable asset to both AFG and its clients.
Partner: Equity Research, Quantitative Research, and Curriculum Development at Applied Finance Capital Management in March 2005 to Present
Partner at Applied Finance Capital Management in January 2015 to Present
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Excel
Access
Visual Basic
Template Creation
Template Design
Training & Development
Technical Training
Quantitative Research
Microsoft Excel
Employee Training
Portfolio Management
Template
Equity Research
Analysis
Research
Hedge Funds
Mutual Funds
Strategy
Investment Strategies
Equities
Valuation
Financial Modeling
Economics
Investments
Finance
Asset Management
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What is Derek Bergen email address?
Email Derek Bergen at [email protected]. This email is the most updated Derek Bergen email found in 2026.
How to contact Derek Bergen?
To contact Derek Bergen send an email to [email protected]. (updated on October 30, 2024)
What company does Derek Bergen work for?
Derek Bergen works for Applied Finance Capital Management
What is Derek Bergen's role at Applied Finance Capital Management ?
Derek Bergen is Partner: Equity Research, Quantitative Research, and Curriculum Development
What is Derek Bergen's Phone Number?
Derek Bergen's phone (217) ***-*341
What industry does Derek Bergen work in?
Derek Bergen works in the Financial Services industry.
Derek Bergen Email Addresses
Derek Bergen Phone Numbers
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