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Kamal Bhatia

Investor

CEO and President of Principal Asset Management at Principal Funds

New York, New York, United States

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Experience

  1. Principal Asset ManagementCEO & Presidentcurrent2024 — presentUnited States
  2. Principal Asset ManagementChairman of the Board, Principal Fundscurrent2023 — presentUnited States
  3. Principal Asset ManagementGlobal Head of Investments2023 — 2024New York, New York, United States
  4. Principal Asset ManagementChairman of the Board of Directors, UCITS2020 — 2023Dublin, County Dublin, Ireland
  5. Principal Asset ManagementChief Operating Officer2022 — 2023United States
  6. Investment Company InstituteBoard Membercurrent2024 — presentUnited States
  7. Principal Asset ManagementCEO & Presidentcurrent2024 — presentUnited States
  8. Principal Asset ManagementChairman of the Board, Principal Fundscurrent2023 — presentUnited States
  9. Principal Asset ManagementGlobal Head of Investments2023 — 2024New York, New York, United States
  10. Principal Financial GroupPresident & CEO, Principal Fundscurrent2019 — presentNew York, New York
  11. Principal Financial GroupChief Operating Officer, Principal Global Investors2021 — 2022New York, United States
  12. Big Apple GreeterBoard Membercurrent2007 — present
  13. OppenheimerFunds & Carlyle Group JVCEO, OC Private Capital and Chairman of Board2018 — 2019New York, New York
  14. OppenheimerFundsHead of Investment Products and Solutions2014 — 2018New York
  15. OppenheimerFundsSenior Vice President, Fixed Income and Alternatives2011 — 2014New York, NY
  16. Westchester Group IncBoard Member2010 — 2011
  17. TIAAManaging Director2006 — 2011
  18. BNY MellonFirst Vice President2000 — 2006New York, New York
  19. CitiVice President1997 — 2000
  20. Washington University in St LouisGraduate Fellow & Masters1995 — 1997United States
  21. Indian Institute of Technology, KanpurB.Tech.1991 — 1995India

Skills & more

Alternative Investmentsglobal fixed incomeclient portfolio managementmulti-asset strategiesFixed IncomeStrategyProduct ManagementAsset ManagementInvestment StrategiesPortfolio ManagementBankingBusiness Strategy
+6 moreInvestment ManagementAsset AllocationEquitiesSeries 7InvestmentsMutual Funds

Languages English · Hindi · Punjabi

From Kamal's professional profile.

Colleagues at Principal Funds

Frequently asked questions

Who is Kamal Bhatia?
CEO and President of Principal Asset Management at Principal Funds
Where does Kamal Bhatia work?
Kamal Bhatia is CEO and President of Principal Asset Management at Principal Funds.
Where did Kamal Bhatia go to school?
Kamal Bhatia studied at Washington University in St. Louis (MS, Sever Fellowship); Indian Institute of Technology Kanpur (BS, Engineering).

Same school

Shared employers