Some organizations claim to be an OCIO solution, but use this label to promote their own investment products. Julex-OCIO has access to any and all investment products available anywhere in the world today. Yes, we do manage several portfolios, internally. We’re not shy nor are we embarrassed by this (we’ve got some remarkable expertise within certain niches). But we’ll never recommend nor promote our own investment products. Our approach is simple, “comb the entire universe of all investment solutions, available anywhere in the world today, and select those specific investment solutions that best serve your client’s needs.” We won’t equivocate on this point . . . as so many do.
Leadership Team
Rob Brown, PhD, CFA
OCIO Team Leader, Chief Investment Strategist
Tel: 818-983-6126, Email: rob.brown@julexcapital.com
- 35+ years’ experience – Chief Investment Officer, portfolio manager, ultra-high-net worth investment consultant, and working closely with financial planners
- PhD and MA – Northwestern University, Evanston
- MA – University of Maryland, College Park
- Editorial Board Member – Journal of Investing, Journal of Finance and Market, and International Journal of Economics
- Publications – Journal of Derivatives and Hedge Funds, Journal of Investing, Journal of Investment Consulting, Journal of Beta Investment Strategies, Pensions & Investments, London Financial Times, Financial Markets and Portfolio Management, Financial Planning, Journal of Wealth Management, Journal of Financial Planning, and others
- Past experience
- Chief Investment Officer – with Integrated Financial Partners, United Capital, Arizona Public Safety Personal Retirement System, and Genworth Financial
- Managing Director – with Envestnet/PMC and SEI Investments
Henry Ma, PhD, CFA
President and Chief Investment Officer
Tel: 781-707-8319, Email: henry.ma@julexcapital.com
- 25+ years’ experience – Chief Investment Officer, portfolio manager, and investment researcher
- PhD – Boston University, Boston
- MA – Peking University, Beijing
- Past experience:
- Global Macro Hedge Fund Manager – Geode Capital Management
- Director of Financial Engineering and Quantitative Research – Loomis Sayles
- Director of Quantitative Research – Fortis Investments
- Portfolio Manager and Fixed Income Strategist – Sun Life Financial
- Investment Officer – John Hancock Financial Services
- Special expertise in the areas of quantitative investing, risk management, structured finance, and derivative strategies
Liam Flaherty
Trading and Operations
Email: liam.flaherty@julexcapital.com
- 5+ years’ experience – Portfolio manager and investment researcher
- BS – Babson College, Wellesley
- Special expertise in the areas of option overlay strategies, financial simulation, and the valuation of risky securities
Jeff Megar, CFA
Investment Committee Member
Tel: 781-772-1378, Email: jeff.megar@julexcapital.com
- 25+ years’ experience – Portfolio manager and investment researcher
- MBA – Northeastern University, Boston
- Past experience:
- Senior Vice President – F-Squared Investments
- Senior Portfolio Manager – State Street Global Advisors
- Senior Portfolio Manager – Fortis Investments
- Portfolio Manager – Cypress Tree Investment Management
- Special expertise in the areas of high yield bonds, structured credit, and leveraged loans
Brian Moran, CRCP
Chief Compliance Officer
Email: brian.moran@julexcapital.com
- 35+ years’ experience – Compliance
- MBA – University of Pennsylvania – Wharton School, Philadelphia, PA
- Past experience:
- US Commodity Futures Trading Commission
- New York Stock Exchange Surveillance Division
- US Securities & Exchange Commission – Division of Investment Management and OCIE
- FINRA license series 7, 24, 27, 63, 65, 79 and 99
- Special expertise in the areas of securities law, regulatory risk, business risk, AML/BSA, business continuity, and audit
Bo Wang, PhD, CFA
Research Analyst
Email: bo.wang@julexcapital.com
- 5 years’ experience – Portfolio manager and investment researcher
- PhD – Boston College, Boston
- MS – Renmin University, Beijing
- Publications – Journal of Econometrics
- Special expertise in the areas of quantitative finance, macroeconomics, and statistical techniques
Advisory Council
Alex Condrell
- Managing Director, Cliffwater LLC
- BA, Pomona College, MBA, Georgetown University – McDonough School of Business
- Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA)
- Past experience:
- Managing Director, Monroe Capital
- CIO of a Chicago family office
- Portfolio Manager, Lotsoff Capital Management
- Securities Analyst, Fannie Mae
Kate Davis
- Managing Director – Real Estate, Harrison Street, Chicago, IL
- Portfolio management spanning the full range of alternate property types, including: storage, medical/life sciences, senior housing, and student housing
- MBA, University of Chicago – Booth School of Business
- Past experience:
- Managing Director – Real Estate, Benefit Street Partners, Franklin Templeton
- President & Portfolio Manager, Broadstone Real Estate Access Fund, Broadstone
- Executive Management Team, Broadstone Real Estate
- Portfolio Manager and Head of Research & Operations – Resource Real Estate Diversified Income Fund, Resource America, Inc.
- Microsoft Corp.
Tom Miller
- CEO and CIO of Union Square Capital Partners, Kennett Square, PA
- Over twenty years of experience spanning business line management, product development, marketing strategy, manager research, and financial analysis
- Doctorate, Drexel University’s LeBow School of Business
- Past experience:
- Nationwide Investment Management Group
- Vanguard Group
Kevin Orr
- Head of Strategic Partnerships, Krane Funds Advisors, New York, NY
- More than 30 years of experience, spanning global business development and new product development
- Past experience:
- Co-Head, Sales & Marketing for 3D/L Capital Management
- Managing Director of New and Alternative Product Development and Managing Director of International Product Development and Management, Putnam Investments
- Managing Director of Business Development and Investment Services, PanAgora Asset Management
Byron Stead
- Managing Partner, Broxton Capital Advisors, Los Angeles, CA
- Over twenty years of experience serving institutional and individual clients covering topics as varied as macroeconomic analysis, individual company evaluation, and bankruptcy reorganization
- BA in financial economics and mathematics, University of Michigan, Ann Arbor, MI
- Series 7 and 65 securities registrations
- Past experience:
- Morgan Stanley, Beverly Hills, CA
- Chicago Board of Trade, Chicago, IL
- Merrill Lynch, London, England
Dave Wiley
- President and Founder, WHW Investments, LLC
- Over thirty years of experience spanning both the institutional and retail investment industries
- MBA in finance, Duke University – Fuqua School of Business
- Chartered Financial Analyst (CFA)
- Member and former two-time President of CFA Society of Dallas / Fort Worth
- Consultant to RIAs and Hybrids relating to investment platform, external manager due diligence, policies and procedures, and regulatory compliance
- Curriculum editor, Global Association of Risk Professionals – Financial Risk Manager (FRM) exam
- Past experience:
- Vice President, JP Morgan Chase
- Vice President and Division Manager, Kaplan Schweser
- Expert Witness – Testimony and research specializing in securities and investments, portfolio management, asset allocation, and economic damages
