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Karlis Ulmanis

Karlis Ulmanis

Portfolio Manager at Dupont Capital Management Corp.

Philadelphia, PA , United States

About

Karlis Ulmanis is a Portfolio Manager at DuPont Capital Management Corp, based in Philadelphia, PA. In this role, he is responsible for overseeing investment strategies and portfolio construction, utilizing his deep expertise in quantitative analysis and risk management derived from decades of experience. While DuPont Capital Management invests across a range of asset classes including equities, fixed income, and alternatives, the firm's focus on value-based investment and risk-controlled returns suggests Ulmanis’s work involves multi-asset institutional portfolios, though specific sector or asset class details for him individually are not publicly listed in verified executive profiles.

Ulmanis has built a longstanding career with DuPont Capital Management, having joined the firm in 1997. In addition to his portfolio management responsibilities, he is actively involved in nonprofit financial stewardship, serving on the Mission Endowment Committee of the Lutheran Church of the Good Shepherd since 2020. These roles reflect both fiduciary expertise and a commitment to community-based endowment oversight.

Ulmanis holds an MBA in Finance and Technical Management from the USC Marshall School of Business, an M.S. in Aerospace Engineering from UCLA, and a B.S. in Mechanical Engineering from the University of Illinois Urbana-Champaign. This combination of technical and financial training underpins his data-driven investment approach and positions him as a well-rounded leader in institutional asset management.

Career History

OrganizationRoleDate RangeDetails
DuPont Capital ManagementPortfolio ManagerMar 1997 to Present
Manage $1B+ structured products portfolio including RMBS, ABS, CMBS and subprime mortgage securities. Manage core fixed income sector asset allocation. Duties include research, strategy development, r...
Lutheran Church of the Good ShepherdMission Endowment Committee MemberJan 2022 to Present
Manage $550K endowment fund
Lutheran Church of the Good ShepherdMission Endowment Committee AdvisorJan 2020 to Jan 2022
Advise in the management of $550K endowment fund
Lutheran Church of the Good ShepherdMission Endowment Fund ChairmanJan 2014 to Jan 2020
Manage $450K Endowment Fund
Cradle of Liberty Council, Boy Scouts of AmericaInvestment Advisory Committee ChairmanOct 2017 to Present
Advise on the management of $17M+ endowment funds
Cradle of Liberty Council, Boy Scouts of AmericaCouncil Advancement ChairmanMay 2018 to May 2020
Cradle of Liberty Council, Boy Scouts of AmericaMinquas District Advancement ChairmanFeb 2012 to May 2018
Review Eagle Scout Project proposals. Chairman of Eagle Board of Review.
Martin Luther FoundationBoard MemberMar 2020 to Present
Investment oversight in the management of $650K endowment fund supporting Lutheran Community Services.
Fidelity Federal Bank & TrustVice President and Manager of Quantitative ResearchJan 1996 to Mar 1997
Managed asset liability management, asset valuation, and risk model development.
First Interstate BancorpVice President and Investment AnalystApr 1993 to Jan 1996
Senior investment analyst providing analytics for CMOs and other complex investment structures. Managed $700M short term liquidity portfolio.
Hughes Aircraft CompanySenior Project EngineerJul 1983 to Apr 1993
Supervised 7-12 engineers in development and analysis of missile guidance software algorithms. Developed simulations for evaluating system performance capabilities.

Education

USC Marshall School of Business

MBA, Finanace and Technical Management

1990 1993

UCLA

M.S., Aerospace Engineering

1984 1986

University of Illinois Urbana-Champaign

B.S., Mechanical Engineering

1980 1983

Skills & Expertise

Fixed Income
Portfolio Management
Residential Mortgages
Valuation
Mortgage Lending
Investments
Financial Risk
ABS
Asset Allocation
Securities
Structured Products
Management
Asset Management
Private Equity
Financial Modeling
Investment Strategies
Insurance
Equities
Finance
Analysis
Emerging Markets
Hedge Funds
Bloomberg
Equity Research
Financial Analysis
Trading
Strategic Financial Planning
Risk Management
Derivatives
Corporate Finance
Credit
Mergers & Acquisitions
Investor Relations
Mergers and Acquisitions

Others at Dupont Capital Management Corp. (8)

NameRoleLocation
A
Antonis Mistras
Portfolio ManagerWilmington, DE , United States
C
Chris Watson
Global Equity TraderMalvern, PA , United States
Edwin Davison
Edwin Davison
Portfolio Manager and Senior Investment AnalystNew York, NY , United States
James Lacy
James Lacy
Portfolio ManagerWest Chester, PA , United States
Rajesh Shrivastava
Rajesh Shrivastava
International Investment AnalystWest Chester, PA , United States
Caleb Piper
Caleb Piper
Portfolio Manager - US ReitsWilmington, DE , United States
Juncai Yang
Juncai Yang
Portfolio ManagerGlen Mills, PA , United States
Yong Zhu
Yong Zhu
Senior Portfolio ManagerUnited States

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