Co-Founder & Chief Executive Officer at Esoterica Capital

Esoterica Capital is a theme-focused investment manager. 

We invest in structural trends across sectors around the globe and seek to identify long-term transformative forces that would drive disproportionate earnings growth. 

We strive for efficient capture of theme risk premium, with seamless integration of fundamental research and systematic approach. 

Our ultimate goal is enabling everyday investors to take the driver's seat in building long-term wealth.

Esoterica Capital

PhaseCapital LP is an investment management company whose services deliver value through the dynamic allocation of risk. Our team consists of financial professionals, computer scientists, statisticians and engineers from a variety of backgrounds and disciplines. The firm has built a scalable, technology-based investment platform.  The platform is centered on cutting-edge computing power, analytical tools, trading algorithms and data resources. The culmination of this effort supports the development and management of dynamic, liquid financial products with the goal of achieving attractive risk-adjusted returns. 

Read important disclosures at www.phasecapital.com


      PhaseCapital LP
  

WisdomTree launched its first Exchange Traded Funds (ETFs) in June of 2006, and is currently the tenth largest Exchange Traded Product (ETP) sponsor globally. WisdomTree offers ETPs covering domestic, international and global equities, fixed income, currencies, commodities and alternative strategies. WisdomTree pioneered the concept of fundamentally weighted ETFs and active ETFs and is currently an industry leader in both categories (as measured by assets under management). WisdomTree is the only publicly traded asset manager exclusively focused on the ETP industry. 

WisdomTree is listed on the NASDAQ Global Market under the ticker: WETF.

For social media best practices go to http://www.wisdomtree.com/social-media/.

INVESTORS SHOULD CAREFULLY CONSIDER THE INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES OF THE FUNDS BEFORE INVESTING. TO OBTAIN A PROSPECTUS CONTAINING THIS AND OTHER IMPORTANT INFORMATION, CALL 1-866-909-WISE (9473) OR VISIT WISDOMTREE.COM. READ THE PROSPECTUS CAREFULLY BEFORE YOU INVEST.

There are risks associated with investing, including possible loss of principal. Foreign investing involves currency, political and economic risk. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Investments in emerging markets, real estate, currency, fixed income and alternative investments include additional risks. Due to the investment strategy of certain Funds, they may make higher capital gain distributions than other ETFs.  Please see prospectus for discussion of risks.

WisdomTree Funds are distributed by Foreside Fund Services, LLC.

WisdomTree Asset Management

Bernstein is widely recognized as Wall Street's premier sell-side research and brokerage firm, with a global equity trading platform that spans the U.S., Europe, and Asia. Our firm was founded in the U.S. in 1967 and in the U.K. in 1999.  Our research and trading capabilities are sought out by leading investment managers around the world, and we are annually ranked at the top of our industry by acknowledged arbiters. In independent surveys of major institutional clients, Bernstein's research is ranked #1 for overall quality, industry knowledge, most trusted, best detailed financial analysis, major company studies, most useful valuation frameworks and best original research. In Institutional Investor’s latest annual client survey, the leading survey by which research analysts in our industry are evaluated, over 90% of our U.S. analysts and the majority of our European Analysts were recognized as among the best in their respective fields – more than any other firm in our industry.  We began operations in Hong Kong in 2010, and now cover a range of sectors across Asia. Our European research team is also home to Extel's #1-ranked analyst across Europe.

Research has always been Bernstein's calling card. The brand is defined by our renowned Blackbooks, known for their unbiased, in-depth company and industry forecasts. We have a community of Research Analysts who are acknowledged thought leaders that typically have many years of experience in the industries they cover. Our reputation is for the very highest caliber of independent and disciplined investment and industry analysis. We are a wholly-owned subsidiary of our buy-side parent, AB.


      AB Bernstein
  

Portfolio Investments, managing Dow Chemical's pension and insurance assets.


About us

  At Dow, we combine the power of science and technology to passionately innovate what is essential to human progress. We are driving innovations that extract value from material, polymer, chemical and biological science to help address many of the world's most challenging problems such as the need for clean water, clean energy generation and conservation, and increasing agricultural productivity. Our integrated, market-driven, industry-leading portfolio of specialty chemical, advanced materials, agrosciences and plastics businesses delivers more than 6,000 technology-based product families to customers in approximately 180 countries and in high-growth sectors such as packaging, electronics, water, coatings and agriculture.


      Dow
        
  

Assisted in the management of Long-term Pooled Investment Portfolio


The University of Connecticut (UConn) is one of America’s top 20 public universities, according to U.S. News & World Report. It is home to more than 32,000 students, 1,500 faculty, 255,000 proud alumni, and a handsome husky named Jonathan.

The University has fourteen schools and colleges: Agriculture and Natural Resources, Business, Dental Medicine, Education, Engineering, Fine Arts, Law, Liberal Arts and Sciences, Medicine, Nursing, Pharmacy, and Social Work. Students can choose from eight undergraduate bachelor's degrees with 102 possible majors, as well as seventeen graduate/doctoral degrees and five professional degree programs (MD, JD, etc.).

UConn's main campus in Storrs is admitting the highest-achieving freshmen in University history. Student diversity continues to increase, as does the number of honors students, valedictorians and salutatorians who consistently make UConn their top choice. It's a great time to be a Husky!

University of Connecticut

Served an account management and sales role for IBM’s IT services business in financial services sector


At IBM, work is more than a job - it's a calling: To build. To design. To code. To consult. To think along with clients and sell. To make markets. To invent. To collaborate. Not just to do something better, but to attempt things you've never thought possible. To lead in this new era of technology and solve some of the world's most challenging problems.
 
IBM is a leading cloud platform and cognitive solutions company. Restlessly reinventing since 1911, we are the largest technology and consulting employer in the world, with more than 350,000 employees serving clients in 170 countries. With Watson, the AI platform for business, powered by data, we are building industry-based solutions to real-world problems. For more than seven decades, IBM Research has defined the future of information technology with more than 3,000 researchers in 12 labs located across six continents. For more information, visit www.ibm.com.
 
This is IBM's official LinkedIn account and it follows IBM Social Computing Guidelines. We reserve the right to delete comments that are offensive or suggestive, personal attacks, anonymous, wildly off-topic, spam or advertisements. For more information regarding IBM’s social computing guidelines, visit http://ibm.co/1LRDq6F


      IBM
  

2011 Center for International Business Education and Research (CIBER) Ph.D. Dissertation Scholar

Chief Executive Officer at Esoterica Capital

Esoterica Capital

Chief Executive Officer

PhaseCapital LP

Portfolio Manager

WisdomTree Asset Management

Equity Strategist

AB Bernstein

AVP

Dow

Manager

University of Connecticut

Investment Analyst Intern

IBM

Project Manager

The University of Connecticut School of Business

Business Administration

Ph.D

Beijing Institute of Technology

Electrical Engineering

B.E