Marian Miner Cook
Athenaeum

Raj Udeshi has a background in Emerging Markets sales and trading, at Bank of America Securities, GFI Group, and Enlace S.A (boutique LatAm inter-bank broker). On the Street, Udeshi dealt in interest rate swaps, credit risk derivatives, inflation-linked bond swaps, and FX options for the G7 and Latin America. He was previously a member of Xolia, a fin-tech startup whose decision-making technology helped users choose the right online broker, life insurance policy, and credit card for their needs (Xolia acquired by GetSmart.com in 2001). He now works at HiddenLevers, a portfolio stress testing platform for financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in context of several macro-economic outcomes. The stress testing toolkit also includes macro themes for those interested in using scenarios and economic trends to effect tactical asset allocation. Prior to HiddenLevers, Udeshi was head of business development for Social Amp, a social media analytics startup and Facebook Preferred Developer (Social Amp acquired by Merkle Inc. in 2012). He is a graduate of Northwestern University and the Pepperdine School of Law.

View Video: YouTube with Raj Udeshi