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Saumen Chattopadhyay
Senior Vice President, Investment Platform at Carson Group


Saumen has over 20 years of Asset Management experience holding senior leadership positions with institutions and investment firms. He came from Convex Capital Management where he was the Chief Investment Officer (CIO). Prior to Convex, Saumen was the Head of Investment Management at Jackson National Asset Management and the Director of Quantitative Management at Harbor Capital Advisors, and the Lead Portfolio Manager of Harbor Target Date Funds. Saumen is a veteran in asset allocation, portfolio and risk management. At Convex Capital, he developed unique wealth management solutions for financial advisors with Risk Number Algorithm and Goals-based Asset Allocation. Saumen received his MBA (Finance) from the University of Toledo and Masters of Commerce (M.Com) from the University of Calcutta in Accounting and Finance. Saumen holds Fellow Chartered Accountant (FCA), and CPA licensure. He is also a CFA® Charterholder. Saumen lives with his wife and daughter who recently graduated from University of Wisconsin at Madison. He enjoys hiking, traveling and is a serious amateur photographer. Saumen is a yoga teacher and held Mind Science Yoga workshops across Chicagoland.

Agenda Sessions

  • Alpha for 2020: 4 Big Ideas