Zack Ellison, Cfa, Caia Email & Phone Number

Zack Ellison, CFA, CAIA, is the Founder, Managing General Partner, and Chief Investment Officer of Applied Real Intelligence (“A.R.I.”). A.R.I. is an investment manager focused on providing growth credit to the best VC-backed technology companies in North America. Mr. Ellison leads A.R.I.’s investment activities, including sourcing, due diligence, structuring, execution, and portfolio management.Previously, Mr. Ellison was Director of U.S. Public Fixed Income at Sun Life Financial, where he was responsible for corporate credit trading and investing. Prior to Sun Life Financial, he was a corporate bond and credit default swap trader at Deutsche Bank. During the Global Financial Crisis, he was an investment banker where he successfully underwrote and managed a portfolio of leveraged media, technology, and telecom loans at Scotia Bank. He began his financial career at Thomson (now Thomson Reuters) in the Capital Markets Intelligence group.Mr. Ellison holds an MBA with concentrations in Analytic Finance and Economics from The University of Chicago Booth School of Business along with an MS in Risk Management from New York University’s Stern School of Business. He earned a Bachelor of Arts degree from Swarthmore College while majoring in Economics. In his personal time, Mr. Ellison is completing a Doctorate in Business Administration at the University of Florida. Additionally, he holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations and previously held FINRA Series 7, 55, and 63 licenses.Prospective investors and borrowers can learn more about A.R.I.'s fund at www.arivc.com.Interviews with the world's best technology investors can be found at "The 7 in 7 Show with Zack Ellison" at www.7in7show.com.

Listed skills include Fixed Income, Trading, Bonds, Portfolio Management, and 56 others.