Teaching postgraduate Finance courses:Sustainable and Impact Investing, FNCE695 (MBA)Sustainable Finance and Alternative Investments, FNCE6055 (GMF/MAF). Cases written: behavioral bias in hedge fund investing (https://cmp.smu.edu.sg/case/4096) family office investing in collectible assets (https://hbsp.harvard.edu/product/ISB220-PDF-ENG)sustainability in venture capital (https://hbsp.harvard.edu/product/SMU028-PDF-ENG)

TRQ operates at the forefront of innovation within the investment management industry, delivering unique insight and practical solutions to enable clients to capture incremental investment performance. Clients include global asset managers, family offices, hedge funds and fintech companies. Recent assignments: - Insight Partner, Essentia Analytics. Deliver performance coaching to equity portfolio managers in Asia, helping identify and improve the performance shortfall attributable to behavioral bias. Per client, insights contributed 100-200bps incremental performance in 1H20 on $1B Asian equity portfolio. - Senior Buy Side Advisor, BlueFire AI. Assist Asia-based award winning startup with AI-enabled business transformation projects in investment banking and investment management. - Delivered performance attribution framework to enable systematic overlay strategy on top of external manager allocations for a multi-billion dollar US investment advisor. - Led product development project for a global asset management business, partnering with hedge fund managers to create innovative products through data transparency and attribution analysis. - Partnered with US quant firm to develop scalable, systematic equity products (“smart alpha”) derived from 13-F and other public data for Wealth Management/EAM channel in Asia. - Built and operated an electronic "best ideas"-sharing platform, demonstrating how to capture investable ideas from emerging hedge fund managers and deliver alpha outside the constraints of direct investment.

Essentia Analytics is a behavioral data analytics service that helps professional investors make measurably better investment decisions. Essentia enables fund managers to capture richer data about both their own behavior and its context, turning trade, market and biometric data into actionable, personal insights. The result is a simple, accurate, continuous feedback loop – the same sort that professional athletes use to achieve excellence. To learn more, please visit www.essentia-analytics.com

Worldfund is a $5M/year charitable organization, delivering world-class training and ongoing support to teachers and principals from underserved schools in Latin America, fundamentally impacting the system from the bottom up. (www.worldfund.org)Helped catalyze organizational consensus on the need for performance measurement, culminating in a full randomized control trial in partnership with the IADB (http://hdl.handle.net/10419/115490). Managed the process to hire a new Executive Director. Sponsored an employer's multi-year commitment of $750,000 to build a school in Puebla, Mexico, and conduct intensive training programs for English teachers in the Mexican public school system. Co-led the "Text To Pledge" fundraising drive at annual black-tie gala event, raising over $500,000 in four years.

Co-founder of Americas business for leading global equity long-short hedge fund. Member of investment team, responsible for “raw return” of proprietary “TOPS” alpha capture strategy, encompassing all aspects of sell-side relationships: recruiting and onboarding of salespeople; performance coaching and feedback; and broker reviews/commission allocation. Member of the MW Charitable Trust Committee (2007-2012), responsible for global grant-making focused on children's issues, especially health and education. Evaluated proposals submitted by employees as if they were investments, especially aligning disbursements with demonstrable impact (ROI philosophy).

Designed, originated and led performance-related benchmarking projects in the Banking & Capital Markets business. Global co-head for the Institutional Equities segment across all practice areas.

Launched internal team supporting global equities business in areas of strategy, financial and client analysis. Primary responsibility for client information management across Equities division.

Sales and marketing strategist with industry concentration in life and health insurance.

Analyzed issues related to new business growth and product pricing for P&C insurer.