QI-Cap is a global quantitative multi-asset trading and investments platform founded by a team with a unique blend of deep technical, quant and global financial markets expertise. Our Wealth Management business is delivering Quantitative Investment Strategies to the largest Family Offices and UHNIs globally.

US Single Stock Equities Investment & Wealth ManagementAsset AllocationVC Fund for Global Fin Tech Start-up investments

• Trade Automation & Analytics: Leading a Quantitative Execution & Analytics team of trading focused innovative data scientists & product managers that are building sophisticated multi-asset trade automation models that power analytics and trading decisions. We integrate these into trading systems and empower clients with alpha preservation, execution optimization, and time efficiency solutions. Our efforts span Equities Algorithmic Automation, Venue Analytics, Trade Cost Analysis… Show more • Trade Automation & Analytics: Leading a Quantitative Execution & Analytics team of trading focused innovative data scientists & product managers that are building sophisticated multi-asset trade automation models that power analytics and trading decisions. We integrate these into trading systems and empower clients with alpha preservation, execution optimization, and time efficiency solutions. Our efforts span Equities Algorithmic Automation, Venue Analytics, Trade Cost Analysis Intelligence and Fixed Income Automation Models and Indications of Interest Analytics. • Tradebook (Electronic Trading) Product: Was key driver of Tradebook’s new overall product and business strategy by leading the transformation of Tradebook from a brokerage to a technology, data and analytical services business, Product mandate spanned Equities Algorithms, Liquidity Solutions, ETFs, Options, Portfolio Trading and PAIRS. Managed all product managers and quant personnel across US, Europe and Asia for a diverse portfolio of global and multi-asset products. Show less

Almax Analytics is a London based, Financial Technology Start-Up in the Big Data, Artificial Intelligence and Machine Learning Space. It is leveraging high volume stock news content, applying natural language processing and AI to deliver actionable insights via real-time investment decision analytics. This finds applications across Traders, Portfolio Managers, Research Analysts, Financial Technology data providers and Automated Trading Strategies. My role (functional CEO) was to drive product… Show more Almax Analytics is a London based, Financial Technology Start-Up in the Big Data, Artificial Intelligence and Machine Learning Space. It is leveraging high volume stock news content, applying natural language processing and AI to deliver actionable insights via real-time investment decision analytics. This finds applications across Traders, Portfolio Managers, Research Analysts, Financial Technology data providers and Automated Trading Strategies. My role (functional CEO) was to drive product development, defining use cases, and selling to clients – the commercialization of the product and business and go-to market strategy. Show less

• Responsible for innovation across equities and electronic trading products. Leveraging quantitative & technology resources to drive improvements and development across algorithms, dark pool and trading analytics. • Leveraging Execution Consultation & Trading Analytics to lower transaction costs, increase alpha retention, potential alpha generation, automation and optimal execution. Deliver and demonstrate ‘Best Execution’ to Cash & Electronic International clients in HK, SG and US… Show more • Responsible for innovation across equities and electronic trading products. Leveraging quantitative & technology resources to drive improvements and development across algorithms, dark pool and trading analytics. • Leveraging Execution Consultation & Trading Analytics to lower transaction costs, increase alpha retention, potential alpha generation, automation and optimal execution. Deliver and demonstrate ‘Best Execution’ to Cash & Electronic International clients in HK, SG and US, via Execution Advisory being a key driver of client dialogue, engagement, and revenue generation. Develop a deeper understanding of client’s alpha profiles, benchmarks and execution priorities to plan and drive implementation of customized execution behavior and strategies. • Drive sales to the entire international institutional client base trading Japanese Equities leveraging Execution Analytics. • Management responsibility of all electronic trading personnel. Show less

• Responsible for business intelligence for RBC’s Cash Equities business with focus on Analytical product innovation in Block Facilitation Trading, Trade Cost Analysis, Indications of Interest (Liquidity Scorecard), Client Alpha and Algorithmic Trading products. • Created revenue generating and execution optimization opportunities. Delivered $8M of annual Loss Ratio savings, bringing the Loss Ratio down from 24% to below 16%. Delivered $30M annual cash trading unwind loss reduction… Show more • Responsible for business intelligence for RBC’s Cash Equities business with focus on Analytical product innovation in Block Facilitation Trading, Trade Cost Analysis, Indications of Interest (Liquidity Scorecard), Client Alpha and Algorithmic Trading products. • Created revenue generating and execution optimization opportunities. Delivered $8M of annual Loss Ratio savings, bringing the Loss Ratio down from 24% to below 16%. Delivered $30M annual cash trading unwind loss reduction. • Responsible for selling Cash and Algorithmic execution to the entire North American institutional client base of hedge funds and mutual funds. Extensive senior institutional client relationships, driving value added trade execution advice that on average results in 4 basis points of transaction cost savings. • Quantify Client Natural IOI Hit Ratios and Revenue Multipliers to enable Cash Sales Traders to strategically market and source liquidity from clients. Optimized how traders should market their liquidity situations that translated to a 5% uptick in their revenue multiplier, Show less

• Product Head for Credit Suisse’s Global Multi-Asset Quantitative Execution Analytics Platform Suite [ExPRT – Execution Performance Reporting Technology] across Algorithmic Trading [AES], Program Trading, Cash Trading, AES FX, AES Futures and AES Options. The team comprised of quantitative analysts, technologists, business analysts and product managers and caters to all Equities businesses. • Extensively sold Advanced Execution Services (AES), Cash and Program Execution to US… Show more • Product Head for Credit Suisse’s Global Multi-Asset Quantitative Execution Analytics Platform Suite [ExPRT – Execution Performance Reporting Technology] across Algorithmic Trading [AES], Program Trading, Cash Trading, AES FX, AES Futures and AES Options. The team comprised of quantitative analysts, technologists, business analysts and product managers and caters to all Equities businesses. • Extensively sold Advanced Execution Services (AES), Cash and Program Execution to US institutional clients. This was key driver of revenue via execution consultation and execution optimization. Represented Credit Suisse at Conferences, Panel Discussions and Press Interviews related to Algorithmic Trading and Transaction Cost Analysis. • Worked closely with Traders and Portfolio Managers in assessing their Execution priorities and devising a strategy to lower their transaction costs. • Built innovative products for Cash Sales & Trading, for pricing risk [PRICE], marketing liquidity, measuring Client IOI Hit Ratios [IOI Scorecard], making intelligent outgoing client calls [Stock Monitor] and analyzing client alpha profiles [Client Alpha]. Contributed to centralized risk efforts for Cash Trading. • ExPRT’s Suite of Products include:o Post-Trade Analytics catering to all Equity Cash and Multi-Asset Business lineso Pre-Trade Analytics catering to clients and internal Block and Portfolio Trading Deskso IOI Scorecard: Liquidity and block related analytics to increase block crosses with lower transaction costso A platform to help Block clients assess intra-day alpha to make better trading decisions• Equities Technology Business Analyst: Spent my first two years at Credit Suisse in Equities Technology division supporting the smart order router servicing Electronic Trading & Proprietary Trading desks. Used scripting and SQL queries in tracking orders and fills through databases and trading systems to resolve trade issues. Show less