Research and Consulting on  Asia's Financial Markets

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Kara09


Education

PhD (Philosophy) University of Kansas
MA (Philosophy) University of Kansas
MA (Liberal Studies) New York University
MPhil (Management Studies) Oxford University
BS (Systems and Management) City University of London


Dr. Kara Tan Bhala has a rare combination of professional training and extensive experience in both global finance and moral philosophy. She has over twenty-three years of experience in global finance, much of which was gained through working on Wall Street. She has been a sell-side equity analyst, a sell-side equity sales person, a buy-side equity analyst, and a portfolio manager. From 1992-2001, Dr. Tan Bhala was a Managing Director of Merrill Lynch and the Senior Portfolio Manager of the Merrill Lynch Dragon Fund and Emerging Tigers Fund. At its height, the Merrill Lynch Dragon Fund was the second largest Asian ex-Japan mutual fund in the world, with assets over $1 billion. Before running the Dragon Fund and Emerging Tigers Funds, Dr. Tan Bhala was a portfolio manager with Fiduciary Trust International in New York, where she ran the Far East equity portion of the United Nations Pension Fund. She was a lecturer at the University of Kansas School of Business where she taught Global Finance and Ethics.

Dr. Tan Bhala is currently a Visiting Research Fellow at the Institute of Regulation and Ethics at Queen Mary University of London. She is an Advisor for IntegTree Compliance Consulting. She runs her own international financial markets consulting firm and has been a consultant for hedge and mutual funds based in Kansas City.

Dr. Tan Bhala is the lead author of International Investment Management: Theory, Ethics and Practice published by Routledge in 2016. She contributed a chapter, “The Decline and Rise of Financial Ethics” to The Business of Ethics (Asian Institute of Finance, 2016). She has been featured in The Wall Street Journal, New York Times, Business Week, The Far East Economic Review, and other prominent publications, and has been interviewed on Adam Smith’s Money World. Her published articles are in The Harvard International Review, The Journal of the Royal Society of Asian Affairs, among others and has contributed to The Handbook of Portfolio Management. Dr. Tan Bhala has lived and worked in London, Oxford, Singapore, Hong Kong, New York, and Washington, D.C.

Dr. Tan Bhala is a Member of the Council on Foreign Relations (CFR)
, a Member of the Royal Society for Asian Affairs
, a Board Member of the Friends of Johnson County Disability Services. She was formerly a Trustee at Bishop Seabury Academy, Lawrence, Kansas
, and a Treasurer on the Friends of the Lied Board, Lied Center for the Performing Arts, Kansas.

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