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With a background in Quantitative Math and Finance, Rishi has an entrepreneurial mindset which he has consistently applied to leadership roles throughout his professional career. He is an alum of Columbia University and Goldman Sachs.Rishi is the CEO @ OPCO.AI –– a firm focused on helping buy-side managers update their Target Opening Model, specifically with an AI Lens. Previously he was the Managing Partner of Bali Investors –– a company that provides strategic advice to Hedge Funds, Private Equity and Private Investment firms. Rishi has a track record of operational excellence and is deeply inspired by creating impactful solutions to large, systemic problems – which often entails having a vision that views the world in an unconventional way & an analytical approach that examines beyond the obvious.In 2010, he founded YOGASMOGA –– a yoga inspired, wellness and technical apparel company. The highlights of the company included an authentic approach to wellness, proprietary development of technically advanced performance fabrics and a domestically scalable – Made in USA supply chain. In addition to the vision, he operated the company for 9 years as the CEO, raised $18mm in Venture Capital and was named one of Goldman Sachs “100 Most Intriguing Entrepreneurs.”Rishi is also a Co-Founder of the Namaskar Foundation – a 501(c)(3) non-profit, that fosters corporate social responsibility.Besides work, Rishi is a practitioner of Ashtanga Yoga. This traditional form of yoga is a spiritual science manifested in it’s eight limbs. These eight steps act as guidelines on how to live a meaningful and purposeful life. They serve as a prescription for moral and ethical conduct and self-discipline.
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Founder And Chief Executive OfficerOpco.AiNew York, Ny, Us -
Chief Executive OfficerOpco.Ai Aug 2023 - PresentNew York, Ny, UsOPCO.AI builds the transformation layer that delivers a competitive moat for private fund advisors for the next 25 years. We modernize the Operations, Technology and the Process Stack to deliver an ideal Target Operating Model –– across the value chain. We are subject matter experts in Markets –– Operational Risk Management, Internal Controls, Structured Products, Private Credit & Private Equity. -
Managing PartnerBali Investors, Inc. Jun 2009 - PresentNew York, Ny, UsBali Investors provides strategic bespoke advice to Hedge Funds, Private Equity and Private Investment firms. The firm focusses on developing agile efficiency, operational risk management excellence, internal controls & technology solutions.Using new technology frameworks, the firm most recently has developed best-in-class Treasury & Leveraged Liquidity systems –– Repo/Reverse Repo, agile Cash and Collateral management –– including white paper operating practices in a fast, dramatically changing interest rate risk environment. -
Founder, Ceo & Board DirectorYogasmoga Jan 2010 - PresentNew York, Ny, UsFounded YOGASMOGA – a yoga inspired, wellness and technical apparel company. The highlights of the company included an authentic approach to wellness, proprietary development of technically advanced performance fabrics and a domestically scalable – Made in USA supply chain. In addition to the vision, operated the company for 9 years as the CEO, raised $18mm in Venture Capital and was named one of Goldman Sachs “100 Most Intriguing Entrepreneurs.” The entrepreneurial effort is the subject of the HBS Case Study "YOGASMOGA" (Case 821-075, January 2021) written by the faculty of the Harvard Business School and is taught as part of Entrepreneurial Management at the Harvard Business School. -
Co-FounderNamaskar Foundation Jan 2010 - PresentSet up and operated a IRS approved 501(c)(3) nonprofit to foster corporate social responsibility. The aim of the foundation is to increase technical skillset among the poor and marginalized sections of society, increasing educational qualifications and creating employment opportunities. -
Member + InvestorMumbai Angels Network Jun 2009 - PresentMumbai, Maharashtra, InMumbai Angels is India's leading Angel Investing platform for early-stage venture investing. Headquartered in Mumbai, the venture investment platform has a membership base of 650+ members of the Indian diaspora; who are situated in 60+ cities across the globe. Founded in 2006, the network has one of the strongest portfolios in the country with 190+ companies, 100+ exits with an IRR of 35%. -
MentorCuny Startups Feb 2021 - PresentNew York, New York, UsThe mission of CUNY Startups is to dramatically improve the economic mobility of CUNY students through entrepreneurship. This program provides central entrepreneurship resources to 270,000 students across 25 New York City colleges. The New Venture Accelerator helps students go from idea to the pre-launch of their startup –– students develop prototypes, perform customer validation, create 2-minute promo videos, 5-minute pitch videos and an investor pitch deck under the guidance of the program mentors who are successful entrepreneurs and/or investors. -
InvestorWearsafe Labs Dec 2015 - Dec 2016Hartford, Ct, UsWearsafe develops a personal safety platform for mobile IoT devices, Bluetooth-connected hardware and smartwatches to provide both enterprise and consumer mobile customers with a better way to connect, inform, and get help. -
Consultant, Acting Head Of Derivatives & Structured Credit OperationsD.B. Zwirn & Co. Oct 2007 - Jun 2009UsStrategic hire to implement and stabilize operational risk controls for a $6 billion multi-strategy fund, invested in both liquid and illiquid assets. Overall operational risk management responsibility of a credit team that managed the largest CDS books on Wall St. with 97,000+ risk positions. Provided critical risk analysis to the CEO & COO during severe distress in financial markets due to ’08 global financial crisis. Co-ordinated the completion of a critical financial audit by directing a staff of 45 senior Deloitte and Touche MD’s, managers and consultants. Worked with CEO & COO on due diligence by external parties, resulting in a successful sale of the fund to the Fortress Investment Group. -
Executive Director, Head Of Derivatives OperationsDillon Read Capital Management –– Ubs Alternative Asset Hedge Fund Dec 2006 - Aug 2007Overall operational responsibility for structured products at UBS sponsored multi-strategy hedge fund manager with AUM of $5 billion. Member of Dillon Read’s management committee with a mandate to build out a stand alone derivatives platform to support 100+ trading teams. Financial products reporting into me were : Flow (Investment Grade + High Yield), Structured Credit Default Swaps, Interest Rate Swaps, Equity Derivatives & Bank Loans.
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Head Of Middle Office And OperationsAlphadyne Asset Management Llc Nov 2005 - Nov 2006New York, UsResponsible for the ground up launch of an OTC Structured Derivatives Hedge Fund launched by Philippe Khuong-Huu (Goldman Sachs partner, Head of Global Interest Rates). Founding operational risk manager –– implemented operational controls, portfolio valuation and P&L infrastructure. Successfully launched the fund in Apr ‘06, working closely with an investment team of 12 portfolio managers. -
Vice President, Co-Head Of Global OperationsTribeca Global Management –– Citigroup Alternative Asset Hedge Fund Mar 2005 - Nov 2005Flagship multi-strategy hedge fund manager launched with $1.5 billion of seed investment from Citigroup. Set up an institutional quality, hedge fund operational risk infrastructure to scale operations from 20 strategies to 50+ strategies. Assigned the leadership role for overall buildout of Tribeca’s European Trading & Risk Operations from the ground up in a new office in London.
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Vice President - Fx And Derivatives Prime Brokerage (Goldman Sachs Equity Prime Brokerage)Goldman Sachs Jan 2003 - Mar 2005New York, New York, UsLeadership role in the build out of a new client facing Foreign Exchange and Derivatives Prime Brokerage group. Developed CDS, IRS & FX Prime Brokerage product offerings as an extension to GS Equity Prime Brokerage services to hedge funds. Extensive liaison and teamwork with credit, legal, compliance, operations and technology groups to ensure seamless execution for GS Clients. -
Vice President, Fixed Income Currencies And Commodities ("Ficc") –– Derivatives OperationsGoldman Sachs Mar 1996 - Dec 2002New York, New York, UsHeld key operational roles within the firm's FICC trading division. Instrumental startup contributor to the firm's new Derivative businesses. Leadership roles in building out and managing the firm's Credit Derivatives, Interest Rate Swaps, FX and Equity Derivatives businesses. Recognized individually by then GS CEO –– Hank Paulson, upon demonstrating extraordinary leadership during the 9/11 crisis. Key contributor during critical stress trading periods for the firm –– LTCM collapse, Asia Credit crisis, Enron & WorldCom Defaults.
Rishi Bali Skills
Rishi Bali Education Details
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Columbia UniversityInternational Economics And Management -
Zicklin School Of BusinessFinance And Investments
Frequently Asked Questions about Rishi Bali
What company does Rishi Bali work for?
Rishi Bali works for Opco.ai
What is Rishi Bali's role at the current company?
Rishi Bali's current role is Founder and Chief Executive Officer.
What is Rishi Bali's email address?
Rishi Bali's email address is ri****@****oga.com
What is Rishi Bali's direct phone number?
Rishi Bali's direct phone number is +121248*****
What schools did Rishi Bali attend?
Rishi Bali attended Columbia University, Zicklin School Of Business.
What skills is Rishi Bali known for?
Rishi Bali has skills like Credit, Equities, Hedge Funds, Prime Brokerage, Management, Mutual Funds, Process Improvement, Strategy, Middle Office, Capital Markets, Trading, Product Development.
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