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@osterweis.com
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7 phones found area 612, 952, 912, and 847
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Venk Reddy is listed as Independent Board Member | CEO & Founder | Chief Investment Officer at Lick-Wilmerding High School, based in San Francisco, California, United States. AeroLeads shows a work email signal at osterweis.com, phone signal with area code 612, 952, 912, 847, and a matched LinkedIn profile for Venk Reddy.
Venk Reddy previously worked as Independent Board Member at Xd Fund Trust and Board Member at Lick-Wilmerding High School. Venk Reddy holds A.B. Cum Laude, Computer Science from Harvard University.
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AeroLeads found 1 current-domain work email signal for Venk Reddy. Compare company email patterns before reaching out.
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
Listed skills include Emr, Phr, Healthcare It, Healthcare, and 26 others.
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A career timeline built from the work history available for this profile.
- 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
San Francisco, Ca, Us
A 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)
San 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
San 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
San Francisco, Ca, Us
Burke'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
San Francisco, Ca, Us
- Technology Committee: Non-Trustee Founder/Chair
- Senior member of newly created business unit of firm- Designed next-generation portfolio risk infrastructure and process for consistency and scalability
Us
- 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
Charlotte, Nc, Us
- Head of financing and delta one desk- Market maker for OTC and listed equity derivatives
- Startup focused on intelligent industry-specific data storage and access, initially serving area of travel content- Negotiated roughly 30 content and distribution partnerships
- Trader for new and existing strategies at hedge fund- Responsible for development of software underlying investment strategies
Quick answers generated from the profile data available on this page.
Venk Reddy works for Lick-Wilmerding High School.
Venk Reddy is listed as Independent Board Member | CEO & Founder | Chief Investment Officer at Lick-Wilmerding High School.
AeroLeads has found 1 work email signal at @osterweis.com for Venk Reddy at Lick-Wilmerding High School.
AeroLeads has found 7 phone signal(s) with area code 612, 952, 912, 847 for Venk Reddy at Lick-Wilmerding High School.
Venk Reddy is based in San Francisco, California, United States while working with Lick-Wilmerding High School.
Venk Reddy has worked for Xd Fund Trust, Lick-Wilmerding High School, Intentionalysis Llc, Osterweis Capital Management, and Zeo Capital Advisors, Llc.
You can use AeroLeads to view verified contact signals for Venk Reddy at Lick-Wilmerding High School, including work email, phone, and LinkedIn data when available.
Venk Reddy holds A.B. Cum Laude, Computer Science from Harvard University.
Venk Reddy is listed with skills including Emr, Phr, Healthcare It, Healthcare, Health, Hie, Aco Technology, and Clinical Portal Technology.
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