What can you expect?
Joining the show today are Olympus team members, Ernie Chan and Nahid Jetha to talk about their award-winning tail-hedging investment strategy in the context of 2021’s market. Also discussed is the current investment landscape and what 2022 might look like. Available on the CARL app, the Olympus strategy employs three fully automated and complementary systems. One profits from extreme (tail) movements in the US equity index, another uses predicted changes in implied volatility of the market to trade the VIX futures algorithmically, and also a hybrid that aims to be volatility-neutral.
Episode Highlights
- How Olympus did in 2021
- What was unusual about the market overall in 2021
- The new landscape that includes retail investors in the market now
- Looking ahead to 2022
- Why you would want a tail hedging strategy like Olympus in your portfolio
- Closing thoughts and what’s new at CARL
Our Guests
Dr. Ernest Chan
Dr. Ernest P. Chan is the Managing Member and Principal of QTS Capital Management, LLC. His career since 1994 has been focusing on the development of statistical models and advanced computer algorithms to find patterns and trends in large quantities of data. Ernie spearheaded IBM’s research effort to develop a system for searching large text databases, catapulting IBM’s reputation to a top player in the field. At the Artificial Intelligence and Data Mining group in Morgan Stanley’s headquarter in New York, Ernie pioneered the application of some of these sophisticated statistical algorithms to the complex task of extracting customer relationships in the Morgan Stanley customer accounts database. He was a proprietary trader and quantitative researcher at Credit Suisse in New York in 1998, a senior quantitative analyst at Mapleridge Capital Management Corp. in 2002, and a senior quantitative analyst and trader at Maple Financial in 2003. He co-founded EXP Capital Management, LLC, a Chicago-based fund management company in 2008. He founded QTS Capital Management, LLC. in 2011.
Dr. Nahid Jetha
Dr. Nahid Jetha is the Chief Operating Officer and Principal of QTS. As a Quantitative Researcher working with top-tier hedge funds and quant trading firms in North America and Europe, Nahid has extensive experience in research, development and deployment of fully automated AI-based quantitative trading systems. Formerly Professor of Physics at the University of British Columbia, Nahid has 17+ years of experience in research and technology development in a diversity of fields ranging from quantitative investment management to molecular and cellular biophysics. Nahid holds a PhD in Physics and a BASc in Mechanical Engineering from the University of British Columbia.
OUR HOST
Jamie Uppenberg
Jamie has 15+ years in digital payments, banking and financial services software development. She’s held several executive management positions in digital product software delivery, working various digital payment projects with big tech such as Apple and Google. Jamie brings extensive compliance, regulatory and KYC product and process management.
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