asset-allocation

(5)
Company
Sentora Built the Risk Desk That Lets Institutions Touch DeFi Without Going Native
Fintech · Crypto · Enterprise

Sentora Built the Risk Desk That Lets Institutions Touch DeFi Without Going Native

A merger, a $25 million Series A and one hard lesson from crypto's downturn produced a company that sells the least glamorous - and most necessary - part of on-chain finance: disciplined risk.

institutional-defi · onchain-yieldRead →
Legend
Kevin Diao
Founder · Executive · Investor

Kevin Diao

Kevin (Shengxin) Diao is the co-founder and CEO of Meixin (MX) Global, a New York-based cross-border fintech and investment management company he started in 2015 at age 26. The firm builds technology that gives Asian wealth managers, private funds and family offices access to global alternative investments, aggregating investor subscriptions to lower minimums and costs. A graduate of NYU's Stern School of Business, Diao previously worked at Bank of America Merrill Lynch, Greentech Capital Advisors and Societe Generale. He was named to the Forbes 30 Under 30 Asia list for Finance & Venture Capital in 2017 and to Tatler Asia's Gen.T Leaders of Tomorrow list in 2019.

kevin-diao · shengxin-diaoRead →
Legend
Eric Woo
Founder · Investor · Executive

Eric Woo

Eric Woo is the co-founder and CEO of Revere, a data platform that helps institutional allocators evaluate and manage emerging venture funds and other private-market assets. A UC Berkeley-trained mechanical engineer turned CFA charterholder, he spent more than 16 years as a limited partner before founding Revere - building emerging-manager programs at Top Tier Capital and Northgate Capital, then leading Institutional Capital at AngelList. He has helped allocate over $160 million into venture funds and co-investments and is widely regarded as a thought leader in the emerging-manager ecosystem, working to make venture underwriting less mystical and more measurable.

eric-woo · revereRead →
Company
Jacobi
Fintech · Saas · Enterprise

Jacobi

Jacobi is a San Francisco-based fintech company that builds cloud-based portfolio design, analytics, and client engagement software for institutional investors — asset managers, wealth managers, pension funds, and investment consultants. Founded in 2014, its platform unifies investment data and automates analytics workflows across multi-asset portfolios, serving clients managing over $7 trillion in assets under management including T. Rowe Price, LGIM, MFS, and Principal.

investment-analytics · portfolio-managementRead →
Legend
Meb Faber
Investor · Founder · Author

Meb Faber

Meb Faber is the co-founder and Chief Investment Officer of Cambria Investment Management, overseeing roughly $20 billion in assets across a suite of quantitative ETFs and private funds. A prolific author of six investing books (all free to download), host of the top-rated Meb Faber Show podcast with 615+ episodes, and curator of The Idea Farm newsletter reaching 100,000+ subscribers, Faber has made a career out of democratizing evidence-based investing - blending rigorous quantitative research with a rare willingness to share it all for free.

investing · quantitative-investingRead →