Erika Karp- Managing Director & Head of Global Sector Research, UBS Investment Bank

Erika Karp is one of the honorees for the Women of ALPFA “Breaking Barriers: Women Leading in Emerging Industries” Summit to be held at Goldman Sachs on July 12, 2011.

Erika is a Managing Director and the Head of Global Sector Research for UBS Investment Bank. She serves as Chair of the Global Investment Review Committee, managing the UBS Global Sector Research effort encompassing analysts and strategists around the world. Erika is a member of the UBS Research Managing Board, the Americas Equity Business Committee, and was appointed to the IB Board in 2007. Erika represents UBS Investment Bank Research on behalf of the UBS Wealth Management Investment Office in Zurich. As a champion of the integration of the principles of Sustainable Investing and ESG (Environmental, Social and Governance) integration, Erika recently  became a member of the Corporate Responsibility Network supporting the efforts of the CR Committee on the Board of the UBS Group.

Formerly, in her capacity as the Global Head of Research Product Management, Erika was responsible for developing the UBS family of equity research products and processes. She created and oversees the trademarked UBS “Q-Series” global research initiative which has been profiled in publications including Investment Dealer’s Digest, Euromoney, Thomson Extel and the Enhanced Analytics Initiative. Other trademarked recognized research includes the “UBS Global I/O”, the “Global Portfolio Manager’s Spotlight” and the “Global Bear”. Erika is among the first winners of the UBS Investment Bank Leadership Award established in 2006. Her  work has recently been featured in publications including Forbes, Bloomberg, Businessweek, Responsible Investor and Wharton Magazine to which she is a regular contributor.

As a driving force behind the UBS diversity agenda, Erika is a member of the founding UBS Executive Diversity Council. She advises the All Bar None women’s network and was the business champion behind the creation of UBS Pride, the GLBT employee network. She has served on the National Board of GLSEN, and been honored for her work in the community, including recognition by the YWCA-NYC Academy of Women Leaders. Ms. Karp is a member of the Foreign Policy Association, 85 Broads Global Women’s Network, 100 Women in Hedge Funds, the Social Investment Forum and a frequent guest speaker at both Wharton and Columbia on issues concerning the evolution of investment research, entrepreneurial selling, and diversity in the workplace.

Prior to joining UBS in 1999, Erika worked at Credit Suisse First Boston for eight years in Institutional Equity Sales. She began her career as an account representative for IBM Corp., and holds an M.B.A. from Columbia University and a B.S. in Economics from the Wharton School, University of Pennsylvania. Erika lives on the Upper West Side of Manhattan with her partner Sari and their three young daughters.


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