Founder hedge fund data and patented ratings business (Patent #7,536,333) - monetization to Morningstar.
12,000+ alternative investment fund, angel and investor contacts.
$6 million net asset intellectual property growth (data, patent, web properties) within 5 years (self funded).
Specialties
SCRUM Product Design and Development, Online Community Planning, Social Media, Financial Technology, Alternative Investments, Institutional investing Equity Derivative Theory and Trading, Algorithmic Rating Methodologies, Enhanced Investment Portfolios, Arbitrage and Quantitative Trading, Online Media, Internet Marketing, Social Networks, Business Analyst
Privately Held; 1-10 employees; Investment Management industry
September 2010 – Present (1 year 8 months)
Venture-funded social marketplace for institutional investors and hedge funds and private equity funds.
Business development, investor presentations, GoToMeetings, SCRUM product design and development, and community building.
9000 institutional investors and 16000 private equity and hedge funds.
Joseph has 3 recommendations (3 co-workers) including:
- 3rd Isabel R., Community and Product Development, Trusted Insight, Inc.
- 3rd Ryan H., Institutional Investor Analyst Intern, Trusted Insight, Inc.
April 2003 – Present (9 years 1 month)
Unbiased hedge fund rating system -- flexible to accommodate any investor preference.
Product Design and Business Development.
Grew to multi-million dollar asset growth including transferable license of Morningstar Direct with republishing rights to 12,000 hedge funds and proprietary databases.
Several hundred clients and 2,000+ regular users.
Joseph has 3 recommendations (1 report, 1 client, 1 partner) including:
- GROUP Joe J., Vice President, Sky Fund, LLC
- 2nd Neal Berger
March 2006 – January 2009 (2 years 11 months)
Independent Consulting Services to mutual funds, hedge funds, funds of funds, and attorneys. Clients include: Bain Capital, Legg Mason, Janus Capital, Evergreen Investments, Fidelity Investments, Bear Stearns, Leucadia National Bank, Henderson Global Investors, Modal Capital, Hunter Global Investors, Irving Place Capital, Amsterdam Asset Management, and Grippo and Elden.
Joseph has 1 recommendation (1 manager) including:
- 3rd Terrence G., Consultant, Multiple Companies
Privately Held; 201-500 employees; Financial Services industry
December 2000 – March 2003 (2 years 4 months)
Tradelink is a multi-billion dollar arbitrage trading firm.
Created and traded volatility arbitrage equity options trading model based upon realized versus implied volatility of highly-correlated pairs in several industry sectors.
Joseph has 1 recommendation (1 co-worker) including:
- 3rd thierry K., Financial Analyst, TradeLink, Chicago
June 1998 – December 2000 (2 years 7 months)
Equity Options Market Maker
Traded and managed all levels of risk of options book of all securities in the Bristol Myers / Corning pit at height of internet bubble and through its decline.
Results:
• Became front-row market maker over 2.5 year period, trading for $2 million+ profits using delta-neutral active trading.
• Managed risk of options book, running daily implied and forecasted volatilities and theoretical values, using MicroHedge and GLTrade.
• One of eight remaining profitable traders when Lakota was acquired by GBar.