Our ambition is to solve problems that maximize client returns
We make it our goal to deliver services with highest standard of ethics
Constant education of clients and partners is our ultimate goal
Solution and services should be easily applicable for any investor
We function like a sport team, we got each others back
Equity Investor, and Data Scientist. PhD in EE/CS from University of Texas at Dallas.
Technolog Professional. MBA from NYU Stern and Master of CS from Columbia University
Healthcre/Biotech Domain Expert
Neurosurgon from Cleveland Clinic and Fellowship in MIT and Boston
ScionAI is started by Reza Roshani and Wentao Zhang, the past co-workers from the giant financial services comppany Bloomberg LP. Wentao mentored Reza in the trading of securities. In 2017, Reza quit Bloomberg and started to explore investment management field. The main question that inspired us was, how should we maximize the profits when we are investing in the stocks? The answer, is to predict the earnings of public companies. After a few years of experimentation and trading in the market, the ScionAI's properitery algorithm is developed to trade equities. The essnetial building blocks of the Algorithm are followings:
The invesment strategy reached to it's maturity in 2018 and became profitable. Other members of the team and their activities are listed next.
Today, our colleague Wentao acts as high level strategy advisor in ScionAI and makes recommendations on technology trends.
Later in 2020, Dr. Amer Khalil an accomplished neurosurgon, joined ScionAI as an investor. Reza and Amer, were neighbor's in ornage county and now together they are growing their investment management firm.
ScionAI's algorithm can be applied to manage portfolio's of short/long stocks or long only stocks. The mentioned algorithm, combined with option trading has yielded 20% outperformance compared to SPY from October of 2018 till May of 2020.