What can you expect?
Jamie Uppenberg is joined by Ernest Chan, investment manager for CARL’s Olympus quant hedge fund strategy.
His firm, QTS was recently nominated to make the shortlist for HFM US Quant Performance Awards 2021 and recognized as one of the best tail risk hedging investment strategies of 2020. Learn what makes this strategy so successful, how it functions, and how it manages risk while offering investors true diversification.
Episode Highlights
- What has made this strategy successful so far
- How it performs during crisis and market downturns with historical examples
- Why and how Ernest started the tail reaper strategy
- What his research shows about having the strategy in a portfolio
- How it has performed during a pandemic
- What the strategy works really hard at
OUR GUEST
Ernest Chan
Dr. Ernie Chan’s 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.
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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