Kamal Bhatia is chief operating officer for Principal Global Investors, the global investment management business of Principal Financial Group. Bhatia has overall responsibility for the investment teams covering global equities and multi-asset strategies, operating platforms, and client advisory, along with U.S. and International distribution. He also serves as president of Principal Funds, a role he has held since joining Principal in 2019, covering U.S. Funds and International UCITS for retirement and wealth clients. Prior to joining Principal, Bhatia was CEO at OC Private Capital, a joint venture company between OppenheimerFunds and the Carlyle Group, where he focused on private credit investing. He is an industry veteran bringing significant experience in investment solutions, business strategy, client engagement, and product development across multiple global asset managers. Bhatia has worked at OppenheimerFunds, TIAA, Mellon Asset Management, and Citigroup in various leadership roles. He is a CFA charter holder and earned his bachelor’s from IIT, Kanpur (India), and master’s from Washington University in St. Louis. He serves on boards in the U.S. and Europe.
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Asia Center
Extends the reach and impact of the Milken Institute to the Asia-Pacific region
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Center for Financial Markets
Conducts research and constructs programs designed to facilitate smooth and efficient operation of financial markets
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Center for the Future of Aging
Advances healthy longevity and financial security for all through high-impact policies, research, convenings, and multisector partnerships.
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Center for Public Health
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Center for Regional Economics and California Center
Analyzes the dynamics that drive job creation and promote industry expansion
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Center for Strategic Philanthropy
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FasterCures
Clears roadblocks that prevent medical breakthroughs from reaching patients sooner
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Financial Innovations Labs
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Global Market Development
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Milken Center for Advancing the American Dream
Anyone with a dream should have the opportunity to make it come true—through determination and an economic system that works for all
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Research Department
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