Yung Lim

Chief Executive Officer
Chief Investment Officer

30+ years of experience in the fixed income markets spanning investment management, risk management, quantitative model development.

Qualifications

  • Co-founder of Treesdale Partners, LLC, Fixed Income Fund of Hedge Funds with peak AUM of $2.3 billion
  • Chairman of Pedestal Inc., Online mortgage trading platform funded by Reuters, Deutsche Bank and Battery Ventures
  • Senior consultant at Andrew Davidson & Co., Inc.
  • Vice President at Merrill Lynch, Mortgage-Backed Securities Group
  • Co-author of Collateralized Mortgage Obligations, by Davidson, Ho and Lim
  • MBA from Booth School of Business at the University of Chicago
  • B.S. in Electrical Engineering from the California Institute of Technology
 

Dean Smith

CHieF STRATEGIst
Chief Marketing Officer

25+ years of experience in all aspect of structured products with roles as an investment banker, trader, and hedge fund portfolio manager.

Qualifications

  • Founder, Stonehenge Financial Partners
  • Partner, Highland Financial Holdings
  • Senior positions at DLJ and Nomura Securities
  • M.A. and M.Phil in Economics from Columbia University
  • B.A. in Economics from the University of California San Diego
 
 

Rob Harrington

Chief Technology Officer

25+ years of experience in building and managing advanced systems for trading and portfolio management as well as innovative software and data products.

Qualifications

  • President of WI8 Consulting, provider of consulting services in software and data, and technical expert on patents in data analytics and finance
  • Managing Partner of VS Asset Management
  • Formed joint venture with Fox River Partners
  • Director of New Business and Product Management for Qwest Communications International
  • Founder and CEO of Instanton, a software company that invented and commercialized technology to enable high-performance distribution of digital assets
  • Software patent in high-performance digital delivery
  • Ph.D. in Theoretical Physics from the University of Texas at Austin
  • B.S. in Mechanical/Nuclear Engineering from the University of Oklahoma
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George Lucaci

GLOBAL HEAD OF DISTRIBUTION

40+ years of experience in Trading, Investment Banking, Marketing, Sales, and Asset Management. Experienced in Capital Raising, Alternative Investments, MBS, CMBS, Foreign Exchange (FX) Options, Asset Management, Fin Tech, Special Situations, Derivatives, and new business ventures.

Qualifications

  • Partner and Senior Advisor for Mercury Capital Advisors, LLC specializing in hedge funds, and private equity capital raising, building the Mercury digital iFunds platform/brand, and direct/special situation investments
  • One of lead capital raisers in the hedge fund industry. Partner at Hedgefund.net, which was the first hedge fund tech platform and database ultimately sold to NASDAQ
  • Merrill Lynch National MBS Product and Sales Manager. Lead distributor of CMO’s and Structured Products
  • Head of Risk Analysis at Normandy Asset Management, global macro hedge fund and a leader in the use of AI in analysis in collaboration with the MIT AI Laboratory
  • Nomura Securities National Fixed Income Sales Manager. Led sixty-person team in distributing Treasury, Corporate, High Yield and Mortgage securities
  • M.B.A. from The George Washington University
  • Bachelor of Arts, Duke University
 
 

Samir Varma

quantitative modeling consultant

25+ years of experience in quantitative trading strategies involving equities, commodities, currencies, and bonds.

Qualifications

  • Founder of VS Asset Management, which specializes in an array of automated equity strategies
  • Joint venture in algorithmic proprietary trading platform (with Fox River Partners, Joe Ritchie’s investment group)
  • Co-founder of Investpic, LLC, holding entity for a fundamental patent covering financial risk management
  • Co-founder of Chaos Systems, LLC, a top-ranked a commodity trading advisor
  • Owner of additional finance patents covering risk management and analysis of financial information
  • Ph.D. in Theoretical Particle Physics from the University of Texas at Austin
  • B.S. in Electrical Engineering from Columbia University
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Brad Hlista

VP of Engineering

27+ years of software development experience with specialization in enterprise applications, SaaS, distributed computing, machine learning and BigData.

Qualifications

  • On team of four that built high throughput data pipeline to back test trading models
  • Senior Principal Engineer at Dell for petabyte scale data archiving
  • Data analysis and machine learning pipelines for DoD
  • B.S in Physics and Mathematics from the University of Texas at Austin
 
 

Robert Snider

Institutional investor solutions

30+ years of experience with Complex financial products and services, interfacing with all types of financial institutions.

Qualifications

  • Established OmniCap, LLC in 2006, a boutique broker-dealer and placement firm
  • Director of Salomon/Citigroup, Structured Assets Group
  • VP of DLJ, Fixed Income Sales
  • AVP of Bear Stearns
  • A.B. in English from Muhlenberg College
 

William Meaney

Insurance Investment Solutions

35+ years of insurance portfolio management with substantial background in portfolio optimization, asset/liability strategies and complex derivative/hedging programs.

Qualifications

  • Executive Vice-President, Hartford Investment Management Company
  • Regulatory consultant for state insurance departments
  • Portfolio Analyst, CIGNA Investments
  • Chartered Financial Analyst
  • M.A. in Economics from Trinity College
  • B.A. in Economics and Computer Science from Trinity College