Venk Reddy Email and Phone Number
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Venk Reddy phone numbers
Independent board member, private investor and proven executive with 30+ years of experience in financial services.In the boardroom, I draw from my career as a founder/CEO, chief investment officer and portfolio manager for mutual funds and hedge funds; my background in technology; and my governance experience as a long-serving board member.I have helped to create highly functional board-management relationships from both sides, informed by my roles both on boards and as a CEO reporting to boards. The overlap of these many experiences allows me to contribute to and draw from the board's shared insights and offer an additive perspective to the board's oversight work, which I channel through thoughtful questions, "yes-and" discussions and respect for each person in the room.I am a lifelong learner who aims to complement my fellow directors so that, together, we can ensure an informed, constructive and long-lived partnership between the board and management and a positive and collegial environment in which to achieve the best outcomes for shareholders.Relevant skills/expertise:- 40 Act and alternative funds- Audit Committee chair (Qualified Financial Expert)- Portfolio Management- Credit/Fixed Income- Derivatives- Valuation- Regulatory Compliance- ESG Strategies- Technology/Cybersecurity- Fund Operations/Distribution- Risk Management- Capital Markets- Board Governance- Corporate RestructuringRelevant industry knowledge:- Asset Management- Financial Services- Fintech- Retail- EducationTechnology background and education with academic focus on artificial intelligence and edtechPrevious FINRA licenses: Series 7, 63, 65
Lick-Wilmerding High School
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Independent Board MemberXd Fund Trust Nov 2023 - Present- Independent mutual fund trustee for money market fund created by fintech startup as cash management for company's clients- Audit Committee: Chair, Audit Committee Financial Expert- Nominating and Governance Committee: Member
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Board MemberLick-Wilmerding High School Jul 2022 - PresentSan Francisco, Ca, UsA private school with public purpose, Lick-Wilmerding High School develops the head, heart, and hands of highly motivated students from all walks of life, inspiring them to become lifelong learners who contribute to the world with confidence and compassion.- Audit & Risk Committee: Chair- Affordability Task Force: Chair- Finance Committee: Member- Investment Committee: Member (previous) -
Private InvestorIntentionalysis Llc Jan 2024 - Present
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Partner, Chief Investment Officer - Sustainable Credit StrategiesOsterweis Capital Management May 2022 - Dec 2023San Francisco, California, Us- CIO/Portfolio Manager of two open-ended sustainable fixed income mutual funds, Osterweis Short Duration Credit Fund (ZEOIX) and Osterweis Sustainable Credit Fund (ZSRIX)- Served on firm's DE&I and ESG committees -
Ceo, Founder, Managing PartnerZeo Capital Advisors, Llc Feb 2009 - May 2022San Francisco, Us- CEO & Founder of SEC-registered asset management firm- CIO/Portfolio Manager of two open-ended sustainable fixed income mutual funds, Zeo Short Duration Income Fund (ZEOIX) and Zeo Sustainable Credit Fund (ZSRIX)- Designed and built firm's operational infrastructure and processes, hired and managed operations team- Served as chief compliance officer, deeply experienced in regulatory compliance- Designed and built software and processes for investment, risk and operational infrastructure- Regular speaker at industry conferences and as guest lecturer on areas of expertise, including ESG investing, fixed income markets, manager due diligence and responsible business management- Assets acquired by Osterweis Capital Management in May 2022 -
Board MemberKatherine Delmar Burke School Jul 2014 - Jun 2020San Francisco, Ca, UsBurke's is an independent K-8 school for girls in San Francisco founded in 1908 with a mission to educate, encourage and empower girls through a combination of academic excellence and an appreciation for childhood so that students thrive as learners, develop a strong sense of self, contribute to community, and fulfill their potential, now and throughout life.- Executive Committee: Board Secretary- Audit & Risk Management Committee: Chair- Governance Committee: Member- Finance Committee: Member- Technology Committee: Chair -
Board Committee ChairKatherine Delmar Burke School Jul 2012 - Jun 2014San Francisco, Ca, Us- Technology Committee: Non-Trustee Founder/Chair
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Convertible, Volatility And Capital Structure ArbitragePine River Capital Management Nov 2007 - Dec 2008- Senior member of newly created business unit of firm- Designed next-generation portfolio risk infrastructure and process for consistency and scalability
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Partner, Co-Founder, Portfolio ManagerLaurel Ridge Asset Management Feb 2002 - Jun 2007Us- Co-founder of multi-strategy, market-neutral hedge fund with $400m in assets- Portfolio manager for Capital Structure and Event-Driven portfolios focusing on taking volatility and credit-related risks- Designed advanced risk management and trading infrastructure -
Principal, Head Of Financing, Equity Derivatives TraderBanc Of America Securities Feb 1998 - Feb 2002Charlotte, Nc, Us- Head of financing and delta one desk- Market maker for OTC and listed equity derivatives -
Ceo, FounderWorld Less Travelled Feb 2000 - Sep 2001- Startup focused on intelligent industry-specific data storage and access, initially serving area of travel content- Negotiated roughly 30 content and distribution partnerships
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Risk Arbitrage, Option Volatility, Convertible ArbitrageHbk Investments Jun 1995 - Feb 1997- Trader for new and existing strategies at hedge fund- Responsible for development of software underlying investment strategies
Venk Reddy Skills
Venk Reddy Education Details
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Harvard UniversityComputer Science
Frequently Asked Questions about Venk Reddy
What company does Venk Reddy work for?
Venk Reddy works for Lick-Wilmerding High School
What is Venk Reddy's role at the current company?
Venk Reddy's current role is Independent Board Member | CEO & Founder | Chief Investment Officer.
What is Venk Reddy's email address?
Venk Reddy's email address is vr****@****zeo.com
What is Venk Reddy's direct phone number?
Venk Reddy's direct phone number is +161248*****
What schools did Venk Reddy attend?
Venk Reddy attended Harvard University.
What are some of Venk Reddy's interests?
Venk Reddy has interest in Education.
What skills is Venk Reddy known for?
Venk Reddy has skills like Emr, Phr, Healthcare It, Healthcare, Health, Hie, Aco Technology, Clinical Portal Technology, Mobile Health, Telehealth, Telemedicine, Connected Health.
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