Steven Bloom

Steven G. Bloom, CFA, has more than 25 years of experience on the sell side and buy side investing in listed equities and specialized private equity funds across traditional, real, and emerging asset classes. He is a senior portfolio manager with ARC Fiduciary, a start-up private equity fund raising capital to invest in sustainable energy development projects in the U.S. While waiting for the fund to complete its capital raise, Steven performs real estate investment and manager due diligence and provides strategic advisory services under the name Real Research & Advisory. Steven was previously a portfolio manager on APG Asset Management’s Opportunity Fund, head of research for APG’s US real estate fund, head of HSBC Asset Management’s global listed TMT fund, and a senior sell side equity REIT analyst for Morgan Stanley. He is a member of the independent real estate fiduciary advisor pool of a large state pension plan, an adjunct assistant professor with Columbia University teaching graduate-level real estate finance courses, the former co-chair of CFANY’s Alternative Investments Committee, and active with the CFAI. Steven received his B.S. from Cornell University’s Dyson School of Applied Economics and Management and is a CFA charterholder.

Education

• Bachelor's Degree Cornell University - Charles H. Dyson School of Applied Economics and Management
• Kauffman FastTrac NewVenture Program

Companies

• Accountant, Private Investments Office of Investment Management at United Nations Joint Staff Pension Fund (UNJSPF) (2019)
• Director, Portfolio Management ARC Fiduciary (2016 — 2020)
• Adjunct Assistant Professor Columbia University Graduate School of Architecture, Planning & Preservation (2016 — 2020)
• Independent Consultant/Contractor Manager Analysis Services, LLC/Real Research & Advisory (2014 — 2020)
• Adjunct Professor Fordham University (2019 — 2019)
• Portfolio Manager, Opportunity Fund APG Asset Management (2005 — 2013)
• Vice President, Senior REIT Analyst EII Capital Management, Inc. (2004 — 2005)
• Vice President, Portfolio Manager/Senior Equity Analyst HSBC Asset Management (2000 — 2004)
• Principal, Senior REIT Equity Analyst Morgan Stanley (1993 — 2000)