Jason Ko

Jason Ko Email and Phone Number

Operating Partner @ LKCM Headwater Investments
Texas, United States
Jason Ko's Location
Dallas-Fort Worth Metroplex, United States, United States
Jason Ko's Contact Details

Jason Ko work email

Jason Ko personal email

n/a
About Jason Ko

As Chief Innovation Officer at TSS, I led a complete business and digital transformation of a dynamic high-growth organization, scaling operations to achieve a greater than ten-fold increase in EBITDA in five years. My leadership in driving business process improvements and implementing cutting-edge Artificial Intelligence and Machine Learning technology established TSS as the industry leader in frac sand logistics. The creation and oversight of SandDrive, an automated trucking logistics platform that has delivered 1.1+million truckloads and 30+ million tons of sand to-date, underscores my dedication to leveraging technology for operational excellence, and is tangible proof of the transformative impact of AI and ML in the real-world. My strategic vision is rooted in a collaborative "We over me" management style that maximizes talent attraction/retention and fosters a culture of innovation.Personal Interests/Other: INTJ "Architect" personality type, amateur wheel-to-wheel Formula car racer, certified High Performance Driver Education (HPDE) instructor, avid fan of Formula 1/motorsports, and Advanced Open Water/Enriched Air SCUBA diver

Jason Ko's Current Company Details
LKCM Headwater Investments

Lkcm Headwater Investments

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Operating Partner
Texas, United States
Jason Ko Work Experience Details
  • Lkcm Headwater Investments
    Operating Partner
    Lkcm Headwater Investments
    Texas, United States
  • Caladan Oceanic Llc
    Mapping Director (Space) & Special Projects
    Caladan Oceanic Llc Sep 2023 - Present
    • Senior member of the operating team for a private marine research organization dedicated to exploring the deepest parts of the oceans with new technology, and making it accessible to the world• Leverage Artificial Intelligence, Machine Learning, & Satellite-Derived Bathymetry (SDB) technology for shallow-water mapping of the ocean floorhttps://caladanoceanic.com/teams/
  • Tss
    Chief Innovation Officer
    Tss Mar 2019 - Jul 2024
    Fort Worth, Texas, Us
    • Led a comprehensive business & digital transformation of a 24/7/365 operations company scaling from 50 to 500+ employees, >5x revenue growth, and >10x EBITDA growth over a five year period• Architected and led the development of SandDrive, an industry-leading Artificial Intelligence & Machine-Learning-enabled automated trucking logistics platform that has handled/delivered over 1.1+ million truckloads and 30+ million tons of sand to-date• Drove business process improvements and delivered efficiencies throughout the company’s high-growth evolution from a small organization to a large & sophisticated leader in the frac sand logistics industry• Built a high-performing technology team from conception to 18 Product/Project Manager, Software Engineer, QA, Data Analytics, and Field Technology FTEs• Designed and managed a mission-critical IoT infrastructure and proprietary cloud-based software platform and Network Operations Center running all company operations with zero downtime since inception• Built a sophisticated data/analytics platform providing real-time KPI visibility of the complete frac sand supply chain from mine to wellhead for both internal and external stakeholders
  • Tss
    Vp, Portfolio Manager
    Tss Dec 2017 - Feb 2019
    Fort Worth, Texas, Us
    • Built and led a trading desk and team of commodities traders to capitalize on spot and contract market inefficiencies • Generated $10m+ in annual profits (most profitable business unit for the company) during a period of rapid growth and industry change• Developed institutional-quality processes and procedures to track internal P&L and risk exposures• Negotiated and executed to multi-year supply contracts with industry counterparties
  • Longhorn Capital Partners
    Senior Analyst
    Longhorn Capital Partners Nov 2011 - Dec 2017
    Global Short-Biased L/S hedge fund (Tiger Cub)• Performed fundamental equity research and security selection as senior analyst for short-biased equity hedge fund• Operated autonomously as part of a close-knit three-person investments team alongside two co-founders • Focused on sector-agnostic idea generation in liquid mid/large-cap ($2B+ market cap) equities
  • Peregrine Investments
    Research Analyst
    Peregrine Investments Oct 2009 - Mar 2011
    $1B multi-strategy investment arm of the Hunt family office• Performed fundamental equity research and security selection for internally directed long/short equity fund• Developed asset allocation and macro-level investment strategies tailored to family office’s needs• Deployed $250MM to external managers and conducted extensive due diligence/monitoring for fund-of-funds portfolio• Analyzed and evaluated opportunistic investments for inclusion in a private investment portfolio
  • Carlson Capital
    Summer Research Analyst
    Carlson Capital Jun 2008 - Sep 2008
    Risk Arbitrage, Special Situations, Event-Driven strategies• Performed fundamental equity research and valuation analysis on companies involved in M&A, restructurings, spin-offs, and IPOs• Analyzed global investment opportunities in the oil & gas, alternative energy, industrial, chemical, media, retail, and insurance industries
  • Wr Hambrecht + Co
    Senior Equity Research Associate
    Wr Hambrecht + Co Jul 2006 - Aug 2007
    San Francisco, California, Us
    Coverage Universe: Enterprise Software & Internet• Produced research reports and conducted fundamental research on 14 covered stocks as lead associate for the Enterprise Software senior analyst • Ranked as 5-Star Analyst by Starmine for EPS Accuracy
  • Wr Hambrecht + Co
    Equity Research Associate
    Wr Hambrecht + Co Jul 2005 - Jul 2006
    San Francisco, California, Us
    Coverage Universe: Enterprise Software & InternetMoved with same team from Banc of America Securities
  • Banc Of America Securities
    Equity Research Assistant
    Banc Of America Securities Sep 2004 - Jun 2005
    Charlotte, Nc, Us
    Coverage Universe: Enterprise Software• Collaborated with Enterprise Software senior analyst on financial modeling and research reports• Institutional Investor 2004 All-America Research Team Runner-Up
  • Dynamic Data, Inc.
    Manager
    Dynamic Data, Inc. May 2003 - Sep 2004
    • Managed IT operations in the New York office of The Riverside Company, a private equity firm with $1.9B in AUM

Jason Ko Skills

Equities Equity Valuation Special Situations Risk Arbitrage Event Driven Hedge Funds Buy Side Bloomberg Financial Modeling Equity Research Portfolio Management Investments Valuation Asset Allocation Fund Of Funds Family Office Investment Management

Jason Ko Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Entrepreneurship
  • Duke University
    Duke University
    Computer Science

Frequently Asked Questions about Jason Ko

What company does Jason Ko work for?

Jason Ko works for Lkcm Headwater Investments

What is Jason Ko's role at the current company?

Jason Ko's current role is Operating Partner.

What is Jason Ko's email address?

Jason Ko's email address is ja****@****nds.com

What schools did Jason Ko attend?

Jason Ko attended The University Of Chicago Booth School Of Business, Duke University.

What skills is Jason Ko known for?

Jason Ko has skills like Equities, Equity Valuation, Special Situations, Risk Arbitrage, Event Driven, Hedge Funds, Buy Side, Bloomberg, Financial Modeling, Equity Research, Portfolio Management, Investments.

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