AI that enhances your investment process

Joshua Pantony

Josh is a co-founder and CEO of Boosted.ai – an artificial intelligence company that brings advanced machine learning tools to institutional investors. Since starting Boosted.ai in 2017, the company has helped dozens of investment managers – whose AUM totals over $1 trillion – implement machine learning in their portfolios.

Prior to founding Boosted.ai, Josh was a Principal Machine Learning engineer at Bloomberg for 4 years. At Bloomberg, he helped start and build numerous critical Machine Learning initiatives including Ranking, Recommendation, Question and Answering, Crowd Sourcing, and Knowledge Graphs. He also acted as a consultant on numerous initiatives across the company and helped build several ML teams.

As a student at the University of Waterloo, Josh co-founded his first company, Maluuba, a deep learning natural language processing company. At Maluuba, he built the earliest prototype, recruited the entire machine learning team, and oversaw general technology development from 4 people up to a 30 person company. He has 8 patents to his name all of which are core Maluuba IP. Maluuba was later bought by Microsoft.

Nicholas Abe

Nick has over 15 years of financial work experience, he started in the industry as a trader and has held most other front office jobs throughout his career (research analyst, portfolio manager, and investment banking). In his managerial roles as CCO and CFO of financial firms he helped to launch half a dozen hedge funds and registered both a sell side brokerage and buy side asset manager. Most recently Nick worked for Investor and Treasury Services division of the Royal Bank of Canada where he was responsible for business management and process automation. His in-depth knowledge of financial markets and technology led him to create solutions that helped the bank improve front office performance and risk analysis for a $50 BN (USD) portfolio.

Jonathan Dorando

Jon has over 7 years of experience in Machine Learning and Natural Language Processing in the financial domain. In his prior job at Bloomberg, Jon was the manager of the Machine Learning for Information Retrieval. His responsibilities included theory development in the areas of Recommendation, Ranking, Personalization, Online Learning, Crowd Sourcing, Knowledge Graph, and Offline Policy. He was also responsible for prototyping through production level engineering of the systems pertaining to the theories. During Jon’s time with Bloomberg, he had collaborations with Cornell University and University of Amsterdam for developing next generation theory, and subsequent deployment of the theories into Bloomberg production code. Prior to Bloomberg, Jon received his BS in Chemical Physics at Carnegie Mellon University (where he is a Phi Beta Kappa) and his PhD from Cornell University in Theoretical Chemistry

Michael Priest

Michael has over 25 years of progressive executive and managerial experience in the investment management space. Previously, Michael served as Chief Operating Officer for Miura Global Management LLC, an investment manager to fundamental long-short global equity hedge funds. Michael was responsible for building the operational infrastructure to support the various business needs and relationships. Prior to that, he was a finance manager at Jennison Associates LLC. He earned his MBA in Finance and Information Systems from Fordham University and his BBA in Public Accounting from Hofstra University. Michael is licensed as a CPA in New York. He is also an adjunct professor at Fordham University Gabelli School of Business and is a frequent guest speaker at the business school. He also serves on the advisory board of the Fordham Foundry, an on-campus innovation ecosystem for entrepreneurs.

Spencer Reich

Spencer has over 15 years of investing experience as a portfolio manager, research analyst, and trader across all macro products, including interest rates, currencies, commodities, and equities. Prior to joining Boosted, Spencer was a senior investment analyst and portfolio manager at Tiger Management, reporting directly to Mr. Julian Robertson, Chairman of Tiger. He has ten years of hedge fund experience across all aspects of the investment process including fundamental research and idea generation, trade structuring and execution, and risk management. Spencer began his career at Goldman Sachs in the fixed income division on the interest rate products desk. He earned an MBA from The Wharton School and graduated from Duke University in 2003 with a BA in Economics, Phi Beta Kappa and Magna Cum Laude.

Adam Steinhaus

Adam Steinhaus is the Chief Revenue Office at Boosted.ai. He joined us from FactSet, where he served as Director and Global Head of Sales and Client Services for the company’s Front Office Solutions business. Based in New York, Adam is an established fintech leader with over 15 years of front office technology experience. Prior to FactSet, he worked at Cohen & Steers and Och-Ziff Capital Management (now Sculptor Capital Management). He holds a Bachelor’s degree from Penn State University.

Philip Tregenza

Phil was platform lead at Maluuba, where he worked as lead software engineer and manager for the organizations content search team. The platform team created a new system that searched across 20 different third party content providers in under a second. After Maluuba, Phil worked at Amazon where he led initiatives in Financial Intelligence to analyze Amazon’s massive worldwide retail data set. As a part of this team, Phil created a new analysis platform for the retail organization that utilized a real time query engine built on Presto. This became the new default analysis tool for the retail organization and replaced daily data reports with an ad hoc analysis tool.

Kang Sun

Kang has over 10 years of experience in Computer Vision and Machine Learning. In his prior job at Bloomberg, he led the Machine Learning – Pattern Recognition team, which worked on various Machine Learning models for market predictions and applications of Natural Language Processing in finance including: predicting IPO returns, predicting the impact of news on stock volatility, construction of factors based on news data and SEC filings, analysis of earnings calls transcripts, time-series analysis, and recommendation systems. Kang received his BS in Computer Science from the University of North Carolina at Chapel Hill and an MS from the University of Illinois at Chicago. There, he was a former PhD candidate (ABD) in Computer Vision before joining Bloomberg.

Porter Fraker

Porter has over 15 years of sales experience in the Financial Services industry. Prior to joining Boosted, Porter was a Managing Director on the institutional equity sales desk at Evercore ISI in New York where he spent 7 years developing, improving and maintaining hedge fund and mutual fund relationships focusing on fundamental equities, macroeconomics, equity capital markets and derivatives products. Prior to Evercore ISI, Porter was a Senior Salesperson at Susquehanna International Group and Bank of America in Boston, MA. Porter began his career at Morgan Stanley in 2005. He graduated from Trinity College in 2004 with a BA in Economics.

Davison Westmoreland

Davison started his career as a Financial Services Advisor for Ernst & Young. Since then, he has worked in business development at a number of small businesses. Mostly recently, he was the Head of Business Development at Variant Perception, a global macro research company. He earned an MBA from the Darden School of Business at the University of Virginia and graduated from Duke University with a B.A. and Johns Hopkins University with an M.A.

Nicole Gennari

Nicole joins Boosted.ai with 10 years of sales experience working with Hedge Funds, Asset Managers and ETF Providers across multiple product areas including Equity Swaps, Special Situations/Merger Arbitrage and Global Equities from UBS Investment Bank and Jefferies LLC. In addition to Nicole’s finance background, she spent 3 years scaling and advising a community for female-lead start-up and early stage businesses in the Fashion, Travel & Hospitality and Health & Wellness space. Nicole holds a BS degree in Finance & International Business from New York University’s Stern School of Business.

David Grohmann

David has over 15 years of experience as a software engineer. Previously he worked at Bloomberg on Financial Applications, Instant Messaging, Data Management, Question Answering, Search, and most recently predicting investor sentiment from text (News & Twitter Sentiment). In his time there he developed full stack applications, learned and applied concepts of Information Retrieval, Natural Language Processing and Machine Learning. David received a BS in Computer Science from the University of Texas at Austin in 2007.

Murray Thomas, CPA CA

Murray Joined Boosted.ai in January 2023. As CFO, his responsibilities include operational and financial strategy, capital funding, governance and risk management. As a financial executive in the technology start-up space over the last 20 years, Murray is highly adept at managing change and organizational growth from start-up entrepreneurial organizations to subsidiaries of large multinational companies.

Murray has typically joined start-ups with 25 to 100 team members, where he has led their growth and scaling.  Past companies have moved to the public markets or have been acquired by the likes of Logitech, Macquarie, Google, and private equity.

Murray holds a Bachelor of Commerce degree from the University of Saskatchewan and is a Canadian Professional Accountant, Chartered Accountant.

Patrick McCormack, CFA

Patrick has 30 years experience as an equity research analyst and portfolio manager. Mr. McCormack started his career in 1987 at Dean Witter, ultimately becoming an SVP Equity Research Analyst with a focus on the retail industry. In 1999 Patrick joined Tiger Management where he worked as Managing Director, Consumer Analyst. After a brief period Patrick earned the opportunity to launch one of the first Tiger Seed funds: Tiger Consumer Management. He managed that fund for 15 years, growing assets to approximately $3 billion USD and generated alpha on both the long and short side for his investors. Patrick closed the fund when he retired in 2015.

William Tatham

Mr. Tatham started his career as a University of Waterloo cooperative education student at IBM and as a management consultant at Arthur Andersen & Co. As Founder, Chair and CEO, Mr. Tatham led Janna Systems Inc., a world leader in enterprise customer relationship management software for financial services, which sold in 2000 in a record value transaction for a public Canadian software company. Mr. Tatham then founded and was Managing Partner of XJ Partners, a venture capital and advisory services firm that incubated NexJ Systems, where he acts as Chair and which he took public in 2011. Mr. Tatham is also Executive Chair of NexJ Health Inc., which was spun out from NexJ Systems in 2016.

Ray Williams

Ray Williams is Managing Director and Vice Chairman, Fixed Income, Currencies & Commodities (FICC) at National Bank Financial. In this role, he is responsible for facilitating engagements with strategic accounts working closely within financial markets to promote the banks’ ‘One Client, One bank’ (1C1B) synergy approach. As a Financial Services executive, specialized in global capital markets, Mr. Williams has extensive experience in Cash and Derivatives products in multiple asset classes, Infrastructure Financing, Provincial & Federal Liability Management, and Mortgage Finance Companies (MFC) Financing and Hedging of Securitized Product. Mr. Williams is also committed to community engagement, in particular in the area of diversity and inclusion efforts. He serves on leadership boards for various organizations, including 100Strong Foundation.

Aman R. Patel, CFA

Aman has over two decades of experience as an equity research analyst and portfolio manager in institutional asset management. Mr. Patel began his career in sell side equity research working at Prudential Securities and the Union Bank of Switzerland before attending the Tepper School of Business at Carnegie Mellon University, where he received his MBA in Finance and Strategy. Upon graduation in 2002, Aman joined Systematic Financial Management (an affiliate of AMG), a U.S equity value manager emphasizing both quantitative and fundamental disciplines. His quanta-mental approach leveraged proprietary quantitative screens incorporating both value and momentum factors. Through his tenure at Systematic over the last 17 years, Aman became a portfolio manager and partner, helping firm wide assets peak at approximately $15 billion USD, and generated positive alpha on an annual basis since inception for investors in his strategy. He has also attained a Chartered Financial Analyst (CFA) designation and is a member of the New York Society of Security Analysts (NYSSA).

Parth Vasa

Parth is Director of Engineering at Facebook. He leads some of the most heavily used products on Facebook like Instagram Shops, Instagram Search and Explore. Parth has over 15 years of experience in building mission critical products and managing large engineering organizations. Prior to Facebook, Parth built and led Search and AI teams at Bloomberg.

Jason Mongue

After 20 years of building software and managing development teams at early-stage startups (PagerDuty, PipelineRx, Mirixa), Jason founded The Clover Group, an advisory firm helping PE and VE investors better understand the software companies they invest in. Jason digs software architecture, automated tests, feature flags, continuous delivery, and nearly every Product Manager he has ever met.

Nabeel Batlay

Nabeel has over 2 decades of experience, launching, transforming, and leading retail banking & investment management franchises by leveraging large-scale product, digital, channel, and technology transformations in fast-paced operating environments with HSBC, Barclays, RBS, and ABN AMRO across 8 countries and 4 continents; North America, Africa, Europe, and Asia. In addition to spearheading 35% year on year asset growth for HSBC Canada’s funds business as Head of Wealth Management Products & Strategy and Board Member of HSBC Investment Funds Company, his in-house team built and launched HSBC’s first global robo-advice platform leveraging unique fulfillment constructs. Nabeel now runs Strategy at Flybits, a digital experience platform driving predictive, contextual, hyper-personalized, digital engagement for the financial services industry.

Jim Artindale, P. Eng

Jim has over 30 years of experience in the oil and gas industry. Mr. Artindale has served as President and founder of Northern Blizzard Resources and served in executive roles at Tristone Capital, Ventus Energy, and Encana. He has also served on numerous boards, including as the Chairman of the Board at Zenas Energy Corp and Blizzard Energy and as a member of the Board of Directors for Zedi, TUSK Energy, and Northern Blizzard Resources.

Anu Murgai

Anu Murgai is VP, Commercial Solutions for SpaceKnow, a leading satellite data analytics company. For several years, she was a global macro Portfolio Manager. She ran her own hedge fund, Suranya Capital Management, from 2007-2012 and worked at several well-known hedge funds such as Tiger Management, Shumway Capital Partners and Alphadyne Asset Management. In 2019, she worked at Crux Informatics, a cloud-based data operations and delivery company, in a variety of roles from go-to-market to product. She holds an MBA from the University of Chicago and a B.A (High Honors) from Swarthmore College.

Scott Beattie

E. Scott Beattie was Chairman, President and Chief Executive Officer of Elizabeth Arden, Inc. He was involved in every element of the company’s expansion and development since its inception in 1992, and played a key role in Revlon’s acquisition of the company. Scott started his career at Accenture Consulting before moving to Merrill Lynch, where he became Director and Vice-President of Mergers & Acquisitions. Mr. Beattie also co-founded Bedford Capital, a private equity firm with a long track record of success in helping early stage companies grow their businesses. Scott also has extensive financial markets experience and serves on several boards including the Executive Committee of the Ivey School of Business, PENCIL (Public Education), and as Vice-Chairman of Revlon.

Ravi Arulanantham

Ravi Arulanantham is a financial services executive with over 15 years of experience in the asset & wealth management industry at the intersection of product, investing, and corporate strategy. Most recently he was Global Head of Product & Strategy at Wells Fargo Asset Management where he was instrumental in expanding the investment platform, launching new income, tax management, and ESG products, and ultimately divesting the business. Prior to Wells, he held various strategy and investment roles at JPMorgan Asset Management, Silver Creek Capital, and McKinsey & Co. Ravi was a political appointee in the Obama administration at the Export-Import Bank of the United States where he served as Head of Strategy and Senior Advisor to the Chairman with a focus on modernizing the bank and extending its reach to underserved businesses and markets. Ravi also serves as an advisor to various fintech firms.

He earned a BA in Chemistry from Dartmouth College and an M.Phil in Economics from the University of Cambridge.