Working on launching index based solutions aimed at assisting pension funds, endowments, foundations, RIAs, FAs, family offices, etc., globally, for their asset allocation modelsFocused on educating the institutional clients, globally, on the importance of using ETMF, ETPs, futures, options, swaps and structured notes as tools to hedge & invest across sectors and sub-sectors

Our Mission: To be an Entrepreneurial Incubator for 9 – 12 START-UPS annually by assisting them in execution of their business plans, using our diverse expertise across geographies and industry verticals!

• Target pension funds, endowments, foundations, RIAs, FAs, family offices, etc. globally to recommend ETP, structured notes, pair-trades etc., within their asset allocation models• Designed and managed 32 financial sector strategies with $10 billion AUM, $300 million ADDTV, $1 million revenues with over 600 clients signed up for weekly emails• Focused on educating the institutional clients, globally, on the importance of using ETP, futures, options, swaps and structured notes as tools to hedge & invest• Published ETP Industry Primer and various thematic research pieces on financial sector• In response to the financial crisis, created several new custom solutions for clients such as M&A, FDIC Roll-ups, Interest Rate, Japanese Regional Banks, etc.

Performed Index maintenance, rebalancing, corporate actions, press releases, etc.Launched additional ETFs slicing the Financial Sector: KBWD, KBWY & KBWPMaintained relationships across channels, globally and increased visibility of indices and linked strategies in press and mediaResearch Coverage:Developed a monthly sector-specific research report for sub-sectors within financial servicesCo-initiated coverage and performed quarterly earnings write-ups on:  Global financial institutions  New York area banks and thrifts  Agency and non-agency RMBS and CMBS REITsPublished a theme pieces catered to clients for better perspective of the bank and thrifts sector: Core revenue growth of the top 50+ banks and thrifts for the past three quarters New York Multi-Family Primer – Earnings Headwinds on the Horizon  Annual and quarterly earnings preview, outlook, earnings calendar etc.

Assisted in covering emerging energy technology stocks.

Team leader responsible 25% of the P/L Traded commodities for major multi-national corporations and high net-worth individuals