With a 32-year history across diverse sectors and market conditions, Easan Katir, a fiduciary Registered Investment Advisor and a member of the Financial Industry Regulatory Authority (FINRA), manages wealth for families, individuals and retirement plans. He has appeared on CNBC and Bloomberg television and co-hosted a syndicated radio talk show "It's Your Money". He has conducted extensive studies and analyses of the markets, and has written about behavioral finance, based on three years of personal mentorship by the legendary Ed Seykota. During the '90s he managed an emerging markets fund in London.
In the private equity world Katir capitalized, developed and sold a 240-home subdivision in California to a publicly traded homebuilder. He capitalized and served as Chairman of Morgan Parsons Inc, with $10 million in sales and 400 employees, which, after nine years of successful operation, merged with a public company. He graduated from the University of Southern California financial planning program and earned a CFP designation, though he does not practice as a CFP now. He has taught classes at University of California and lectured at Stanford.
Personal background: This year Katir celebrates 35 years of marriage, has two grown children, is active in community charitable work, served as a Finance Commissioner for the City of Davis, California, and as the Financial Secretary for the Native Sons of the Golden West Sacramento Parlor. He is is a fourth-generation California immigrant whose direct ancestors arrived on the Mayflower, and is a member of the Elder William Brewster Society. He has raised funds for relief activites after Hurricanes Iniki and Andrew and the San Marga Sanctuary. He is currently a trustee of the Rae Hagan Opportunities Fund, and chairs the Business Development Committee of the International House Davis Board of Directors.
Dilo Seneviratne has had a distinguished 18-year career with the two largest US public pension funds: nine years wth the California Public Employees' Retirement System (CalPERS) and nine years with the California State Teachers' Retirement System (CalSTRS), where she developed and led a $2 billion infrastructure program. At CalSTRS, Dilo managed private equity investments before getting selected to develop the CalSTRS' infrastructure program. At CalPERS, she focused on real estate and real assets. Dilo began her investment career in Asia and has led public IPOs and managed large investment portfolios. Dilo represented CalSTRS and CalPERS on advisory boards of some of the largest companies and was and continues to serve as an advisory board member of the IREI Publications Board. She also is an adviser to the Board of the Long Term Infrastructure Investors Association. Ms. Seneviratne has a B.S in Business Administration and holds a Grad. ICSA, UK.
Kannan Arasaratnam has over 16 years of experience as a trusted business advisor. As a Management Consultant with leading global firms, Kannan has advised corporations and investment funds on a range of public and private transactions, including mergers, acquisitions, divestitures, equity/debt offerings and restructuring activities across various global locales. In addition, Kannan has significant experience advising on strategic initiatives, owing to his experience as Director of Corporate Strategy with BlackRock Canada, which included owning the annual plan for Canada and supporting the launch of local mutual funds. Kannan graduated from the University of Waterloo and holds an MBA from the Kellogg School of Management. Kannan is qualified as a CPA in both Canada and the USA and is a Chartered Accountant. He has previously lectured at Deloitte training sessions and private equity industry seminars. Kannan currently serves on the Board of Directors of WE Charity, an international charity that partners with communities to help lift themselves out of poverty using a holistic, sustainable five-pillar development model.
In this internet era of flattened hierarchies, we want to acknowledge those who provide useful services. The people listed below are neither employees or employers of Easan Katir. They run their own large successful companies. They are each recognized as top-notch in what they do, and we are grateful that they help us achieve our goals.
Mr. Thomas Peterffy founded Interactive Brokers Group, Inc. (IB) in 1977 which has just completed its 38th year as a broker/dealer. The company went public in April 2007 and is rated investment grade by Standard & Poors with over $5 billion in equity capital. Interactive Brokers, headquartered in Greenwich, Connecticut, with offices in London, Hong Kong, Switzerland, Canada, Australia, Hungary, Russia, Japan, India, China and Estonia, is an institutional level deep-discount electronic brokerage, trading across multiple asset classes and regions, with the ability to purchase and sell on all electronic exchanges as well as eight dark pools using advanced order entry and risk management tools. Interactive Brokers offers the lowest margin rates, under 2%, and maintains its position, as it has for the preceding four years, as the best and least expensive trading venue for investors, according to Barron's.
Mr. Peterffy was a computer programmer for ten years before becoming a floor trader on the American Stock Exchange in 1977.
Mr. John Bury is an Enrolled Actuary who provides fast, expert administration for defined benefit, profit sharing plans as described in paragraphs 401(a) and 401(k) of the IRC, at very reasonable prices. He has solved issues for thousands of plans over many years.
Mr. Bury also writes a blog on actuarial issues detailing the real story of state's underfunded pensions. He is the foremost advocate in the nation of federal oversight of state plans and has been quoted in Barron's and other media. View his blog here.
Prof. Jessica Stauth has been Vice President of Quant Strategy at Quantopian since September 2013. Ms. Stauth is responsible for guiding the development of new technical quantitative features and identifying and integrating new data sources for the Quantopian platform. She served as Director of Quant Product Strategy at Thomson Reuters since 2011. She joined Quantopian from Thomson Reuters, where she served as a Senior Quant Research Analyst. At Thomson Reuters, she had a key role in the product strategy for QA Studio and worked closely with strategic partners such as Palantir Technologies. Prior to Thomson Reuters, she worked as a Quant Researcher at StarMine, where she played a critical part in researching and building stock selection models based on underutilized alpha sources such as short interest, insider filings and institutional ownership data. Ms. Stauth holds a PhD in biophysics from University of California, Berkeley and a B.A. in Physics from Colby College. She helps us with research and development of stock selection algorithms.
David Millar, JD, provides compliance consulting and annual regulatory filings. He is a graduate of the Michigan State University College of Law.