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00:35
18 years experience as a multi-asset class allocator. Witnessed precipitous decline in alpha across the alternative investment landscape as traditional investment pedigrees have become commoditized. Bodhi Tree is solving the alpha problem by optimal asset allocation - owning the right classes and factors at the right time. Overall, the asset management industry is at the beginning stages of massive disruption – going forward all investors will need to innovate in order to survive.
04:25
The low hanging fruit in alpha creation is through asset allocation but few people focus on that. The index product market has matured to a point where a robust set of factors can be combined into an all-weather product. Bodhi Tree’s tactical allocation approach can be a valuable tool to take advantage of factor cyclicality within larger multi-asset class portfolios. Avoiding dislocations and buying into dislocated asset classes is difficult to do in a fixed asset allocation model that relies on
08:08
Machine Learning is the future of investing and has high efficacy in global macro investing, particularly with augmentation and assistance. However, data is lacking in many markets, supervised human input is necessary to understand, “does it all make sense?”. Machine Learning is not a panacea. Markets are non-linear, evolving and changing over time. A skilled practioner with domain expertise is superior to a PhD using a pure quantitative approach. Pure Quant firms may pose a danger to markets gi
13:08
Bodhi Tree is well capitalised with working capital and strong operational capabilities. The business is highly scalable thanks to focus on broad asset allocation and liquid investments. Backers and investors include notable family offices and other hedge fund managers. Product has most relevance to institutional multi-asset class investors seeking variable exposure solutions.
14:49
“Fantastic experience” setting up shop in Miami. Deep talent pool of undiscovered, young, ambitious finance professionals who both live here and want to live here. Being away from the herd allows for independent thinking and variant perceptions at critical junctures of the market environment. Too much group-think in more traditional financial centres.
16:38
Bodhi Tree: a different type of emerging manager. Operational and Investment processes and team have been created first before taking large amounts of capital. Attempting to marry the best parts of Silicon Valley and Wall Street. Team has veteran backgrounds in the hedge fund and venture capital industries.

Bodhi Tree Asset Management: Built by humans. Driven by A.I.

Jun 08 2018 1 Comment
Shalin Madan is a veteran multi-asset class allocator. During the past two decades, he has witnessed a precipitous decline in alpha in liquid (and illiquid) markets due to the commoditization of skill-sets and pedigrees, technological innovation, and in recent years, the rise of ‘smart’ exchange traded products (ETPs). He believes that the asset management industry is at the beginning stages of massive disruption – going forward all investors will need to use technology to innovate and survive.

The decline in traditional sourc ...more

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