Henry Ma, Ph.D., CFA, Founder. Dr. Ma has two decades of extensive hands-on and leadership experience in portfolio management, asset allocation, fixed income and global macro investments, and risk management. Prior to founding Julex, he worked as a Portfolio Manager with Geode Capital Management (a Fidelity affiliate), where he launched a global macro hedge fund which traded currencies, commodities and equity options. Earlier, he served as Director of Quantitative Research and Financial Engineering with Loomis Sayles & Co., and Director of Quantitative Research and Risk Management with Fortis Investments. He led quantitative research and risk management groups to develop quantiative strategies, portfolio risk analytics and structured credit strategies. Dr. Ma also worked as Senior Vice President and Director of Fixed Income Strategies at Sun Life Financial, where he helped manage $30 billion in fixed income assets and chaired the investment strategy and asset/liability management committee. His investment career began with John Hancock Financial Services as a Senior Associate Investment Officer. He developed investment and derivatives strategies as well as oversaw $3 billion in a multi-asset portfolio. Dr. Ma is a published author and an industry speaker on the topics of quantitative investing, risk management and structured finance. He earned a Bachelor and a Master in Economics and Management from Peking University and a Ph.D. in Economics from Boston University. Email: firstname.lastname@example.org
Tony Ash, CFA, Managing Director. Mr. Ash has 30 years of broad experience in asset allocation and investment risk management. Most recently, he served as Managing Director and Head of US Portfolio Management at Sun Life Financial. In that role he developed and implemented investment policies, strategies, and mandates for $37 billion in all asset classes backing the insurance general account. He entered the financial services industry in 1982 as an Investment Analyst at New England Life and joined the U.S. Operations of Sun Life Financial in 1985. During his tenure at Sun Life, Tony led the launch of a successful multi-billion dollar captive investment adviser (Sun Capital Advisers, LLC) and investment company complex (Sun Capital Advisers Trust) in 1998 and also served as internal Investment Advisor to the Sun Life U.S. Employees Defined Benefit and Defined Contribution plans from 1999 to 2009. Tony received his BA in Economics and his MBA in Investments both from Boston College. Tony has been a member of the ACLI Investment Advisory Council for the SIMS Conference. Email: email@example.com
Brian Phelan, Managing Director. Brian brings over thirty years of capital markets experience to Julex Capital Management. He began his career at PaineWebber Group in institutional fixed income sales covering major and middle market accounts for investment grade and high yield corporate debt, residential and commercial mortgage backed securities, asset backed securities and rates. Brian spent over twenty- two years as a First Vice President at PaineWebber in this capacity. After UBS purchased PaineWebber, Brian transferred his skill sets to Deutsche Bank Securities in Boston as a Director in the generalist fixed income securities platform within the Capital Markets Group. In addition, Brian was retained by Taurus Investment Holdings, a Boston based real estate investment advisor, to assist in the distribution of the Taurus Horizon Fund I, an opportunistic fund investing in high quality CMBS tranches. Most recently Brian co-founded MacBride Partners. MacBride Partners was a consulting organization whose mission was to assist it’s clients in the investment management industry improve investment performance by implementing best practices in investment processes, risk management and faithfulness to stated investment philosophies. Brian graduated from the Carroll School of Management at Boston College with a BS in General Management / Marketing and currently holds his Series 7 and Series 63 licenses. Email: firstname.lastname@example.org
Frank Zhuang, Ph.D., Managing Director. Dr. Zhuang is an expert in machine learning and artificial intelligence. He has extensive experiences in applying cutting-edge statistical techniques and technologies to financial modeling and trading in last twenty years. His expertise includes neural networks, signal processing, machine learning, pattern recognition, artificial intelligence and other advanced statistical analysis. He has published numerous research in those subjects in the nationally recognized journals. During his career, Dr. Zhuang has served as a Senior Research Scientist with Nortel, Alcatel/Lucent and other global technology companies. He holds Ph.D. degree in Electrical Engineering from the University of Maryland, College Park. He also earned M.S. degree in mathematics from West Virginia University.