In 1999, Carlos founded MarketGrader.com with a mission to aggregate and analyze the proliferation of standardized accounting data on public companies, then newly accessible via the Internet. With a team that shared his drive to innovate the stagnant and conflict-ridden field of equities research, Carlos leveraged emerging big data technology to methodically build an innovative research engine and a systematic, fundamentals-based scoring system that could be applied to any public company with standardized and audited accounting figures.
In 2003, Carlos then led the construction of a family of domestic equity indexes, with stock selection based on MarketGrader.com scores of company fundamentals, weighing all constituents equally rather than by market capitalization. After the editorial team at Barron's discovered MarketGrader.com and recognized the significant synergies in investment philosophy and the firm's innovative methodology, Carlos partnered with the leading investment publication to construct the Barron's 400 Index in 2006. The Index allowed investors to track a broad, fundamentals-based, equally weighted segment of the U.S. market. Following the Index's growing popularity, he then led efforts in launching the Barron's 400 ETF (NYSE Arca: BFOR) in partnership with ALPS Advisors, in 2013.
In 2014, Carlos oversaw the expansion of the MarketGrader.com platform to collect and grade international equities, and the construction of international and global equity indexes. Concomitant with the extension of global coverage, Carlos built a sister investment management firm, MarketGrader Capital, bringing together a team of industry veterans to create a suite of investable products based on MarketGrader.com's distinctive equity indexes.
Carlos earned a BS in Economics from Pepperdine University.
Sabrina's work with MarketGrader.com has resulted in the creation of unique and revolutionary interfaces that translate the company's powerful research applications into user-friendly web UI's, benefitting thousands of investors worldwide. Her relationship with the company started in 2000 when she took on the challenging task of developing a web interface for the MarketGrader.com engine, which leveraged the power of the internet to aggregate and analyze vast data sets, and disburse that information to clients in real time. The end result transformed the way equity research was generated and consumed by investors.
She has since led the redesign of the company's web-based front-end four times to keep the site current, with a view to optimizing usability and client satisfaction. Additionally, Sabrina has overseen design of MarketGrader.com's applications for mobile devices and the innovative Bloomberg App Portal, for which the company was a first mover.
Prior to joining the team at MarketGrader.com, Sabrina was a Senior Web Developer, building e-commerce sites for a range of retailers. Before entering the business world, Sabrina was in IT with the U.S. Air Force, where she held Top Secret security clearance as a Morse Systems Operator.
Elias loves to make sense of large, heterogeneous data sets; he has been managing and mastering Big Data long before it was embedded into modern management consulting lexicon.
Joining MarketGrader.com in 2010, Elias is responsible for developing and maintaining all databases for the company, including its grading applications for over 35,000 companies globally and all MarketGrader Indexes. He interfaces with all divisions to support the translation of all business logic and all MarketGrader.com data into user-oriented applications. Elias is also responsible for overseeing all index calculations and for maintaining strict performance measurement standards across all databases. His passion for developing data systems, networks and applications has enabled MarketGrader.com to consistently offer investors the most comprehensive understanding of company fundamentals available.
Prior to fueling growth and expansion at MarketGrader.com, Elias designed and managed networks for a range of companies in South Florida since 1995.
Carlos has a passion for design and believes that a clean interface results in better engagement, investment decision-making and happy clients. Since joining MarketGrader.com in 2006, Carlos has led all aspects of design for the company, including web and branding.
Undertaking design of all partner applications, including Bloomberg LP and Seeking Alpha, and assisting development of custom client interfaces, Carlos ensures a consistently intuitive and powerful user experience translates across MarketGrader.com's properties. Most recently, Carlos has managed the design of MarketGrader.com's new website and the enhanced interface, reflecting the company's expansion to international research coverage and indexing.
Prior to joining MarketGrader.com, Carlos was with Foreclosure.com as a Senior Media Designer where he successfully led a team of designers through a major overhaul of its sites and brands. He's also the co-founder of MMAmania.com, where he oversaw product development and monetization, growing the site to become one of the largest MMA news providers, resulting in its 2008 sale. Carlos earned a B.S in Interactive Media from the Art Institute of Fort Lauderdale.
With over 40 years of experience in financial and capital markets including memberships on the Chicago Board of Trade and Chicago Board Options Exchange, David brings his international development expertise to the firm, having advised foreign governments in Eastern Europe in the development of their capital markets.
In 1995, David began working extensively in the Russian Federation and former Soviet Republics through The Pragma Corporation, leading a series of USAID-funded projects in Russia, Kazakhstan, Ukraine and Moldova to develop the capital markets of those countries, including credit bureaus and mortgage markets. With the successful completion of his assignments, David was appointed a Senior Counselor to The Pragma Corporation in 2009 for Policy and Financial Sector Development prior to joining MarketGrader.com in January 2010
David received his BA from Purdue University in 1968. In 1971-72, his post-graduate studies specialized in Soviet Military Education at the Russian - East European Institute at Indiana University and the University of Illinois at Chicago. In 1978, he attended the National Security Forum, Air War College, The Air University, USAF. He was a member of the Chicago Council on Foreign Relations for over twenty years before relocating to Russia. At present, he serves as a trustee of the Foreign Policy Research Institute situated in Philadelphia.
Ogden provides strategic business counsel to MarketGrader.com. Encountering MarketGrader.com in 2000 while heading sales and marketing for BASELINE Financial Services, an equity analytics platform now owned by Thomson Reuters, Ogden realized the great potential of the company's technology, methodology and value proposition to investors and became a company shareholder, director and trusted advisor.
Prior to his executive role with BASELINE and Thomson Financial - from which he retired in 2005 after serving for eighteen years - Ogden was with the Institute of International Finance in Washington. In his capacity as Managing Director, he sought solutions to the international debt crisis, building consensus between debtors (emerging market governments) and their creditors (global financial institutions) on sovereign debt issues. Ogden was tapped by the IIF after twenty-six years with First National Bank of Boston, where he was Senior Vice President and Chairman of all the bank's Edge Act offices domestically. He was also responsible for the International Private Banking division and was a member of the Senior Credit Committee.
Ogden graduated from Harvard with a BS in Business Administration. He is a Director of The Boys & Girls Clubs of Martin County and Chairman of its Resource and Development Committee. He currently lives in Jupiter Island, Florida and Prouts Neck, Maine.
Brady joined MarketGrader in 2014. He is responsible for the firm's business development efforts with institutional investors and the insurance segment.
Brady has significant experience building institutional sales and marketing departments at leading asset managers. In 1994, Brady joined Warburg Pincus Asset Management to head the group's nascent Institutional Sales and Marketing group. In his five years serving as Partner and Managing Director, Brady grew the Institutional Sales and Marketing from a staff of 3 to 30 and assets from less than $2 billion to $14 billion, representing half of total firm assets at peak. Upon the sale of Warburg Pincus Asset Management to Credit Suisse in 1999, Brady assumed the title of Managing Director, leading Credit Suisse Asset Management's Global Post Venture Capital, a new division where he grew assets to $650 million in eighteen months from investors in Asia, Europe and the U.S.
Prior to Warburg Pincus, Brady was with Strong Capital Management where he was responsible for developing the firm's relationships with leading institutional consulting firms and major plan sponsors as well as implementation of variable annuity products for the insurance market.
Following his work with Credit Suisse, Brady founded Akros Capital LLC, where he was Portfolio Manager for the Quaker Akros Absolute Return Fund. The Fund was the quickest equity oriented mutual fund to recover from the 2008-2009 drawdown, ranking first in its category in 2008 by Kiplinger Personal Finance Magazine and generated positive alpha in 92% of rolling three-year periods since inception.
Brady holds a BS and a Masters in Education from North Dakota State University, Fargo, North Dakota.
Xiao joined MarketGrader in 2015 as Managing Director. She is responsible for research and product development, and leads the company's business development efforts in China.
Having held executive level positions in portfolio management, asset allocation, product development, macro and top-down research, hedge fund analysis and institutional business development, particularly in China, Xiao brings a dynamic skillset to the firm.
Prior to joining the team at MarketGrader, Xiao was a Director at Armored Wolf, an investment manager based in Orange County, CA specializing in a global macro strategy employing real assets, where she was tasked with product development, operations and business development, particularly in China. Before moving to California, Xiao was Managing Director at Sumberg, a Beijing-based boutique research firm providing Chinese institutions with global views on macroeconomic issues and markets, and in-depth Chinese market research to the international buy-side.
From 2006 until 2010, Xiao was a Vice President in the Fund of Funds group at alternative investment manager Investcorp in New York City. At Investcorp, Xiao sourced and monitored hedge funds investing across geographies, asset classes and strategies, and worked closely with the CIO in a strategist role, providing market outlooks and inputs for global asset allocation and risk management frameworks. Xiao started her career in 2003 as a Portfolio Manager at Macquarie Allegiance Capital in Huntington Beach, CA, where she managed fixed income portfolios and was a voting member on the firm's Investment Committee, contributing global top-down macro analysis.
After such rich and varied experience, Xiao was drawn to MarketGrader due to a shared belief in the ability of fundamentals-based equity index strategies to capture superior long-term growth in all geographies and enhance client portfolios. She holds an MBA from Vanderbilt University, a Master's in Financial Engineering from the University of California, Berkley and a Bachelor of Economics degree from Nankai University in Tianjin, China.
Francis Gupta joined MarketGrader in 2015. In his role as Senior Advisor, Francis leads intellectual property initiatives, identifies applications of MarketGrader's company fundamentals-based Global Research for the benefit of the investment community and assists with development and commercialization of new MarketGrader Indexes.
Prior, he was a Director with Dow Jones Indexes and served on the Index Oversight Committee. In this capacity, he built the firm's research group, was integral to new index development and lead landmark projects for institutional clients across equity, multi-asset class and other specialty indexes, such as income and hedge fund indexing. Francis also held strategic advisory positions in institutional investment management for Credit Suisse Asset Management and J.P. Morgan Investment Management.
His work has been published in numerous journals including The Journal of Portfolio Management, Journal of Indexes and The Journal of Investing. Francis earned his B.Sc. in Mathematics from the University of Mumbai and his Ph.D. in Economics from New York University.
With over 45 years experience in index publishing and financial journalism, John serves as Senior Advisor to MarketGrader, a role he has maintained since the firm's inception. In this position, John counsels on corporate strategy, product initiatives, strategic partnerships and relationship building within the indexing and investment community. Additionally, as a developer of the Barron's 400 Index, John authors performance commentary on the Index for MarketGrader.com and MarketGrader Capital.
Prior to working with MarketGrader, John was editor and executive director of Dow Jones Indexes, and served as chairman of the Dow Jones Index Oversight Committee. During his time at Dow Jones Indexes from 1996 - 2012, he worked with the Barron's editorial team and MarketGrader.com on the development of the Barron's 400 Index. Prior to that John worked as an editor and writer for The Wall Street Journal in various capacities from 1964 - 1996, including page-one editor, commodity news editor and markets editor.
John has co-authored and/or edited several books on indexing and investing over the past 30 years. The most recent were "The Market's Measure: An Illustrated History of America Told Through the Dow Jones Industrial Average," published by Dow Jones Indexes in 1999, and "Barron's Guide to Making Investment Decisions", which he co-authored in 2006.
He was awarded the University of Missouri Award for Distinguished Business Writing in 1967 and the George M. Loeb Achievement Award for Business Writing in 1968. In 2007, he won the William F. Sharpe Indexing Lifetime Achievement Award. That same year, Dow Jones Indexes honored John for his leadership during its celebration of 10 years as a separate business unit.
John earned his BSJ and MSJ from the Medill School of Journalism at Northwestern University.