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CO-FOUNDER & CEO
Jason is the retired co-portfolio manager of the Davis Appreciation & Income Fund, which bested the S&P 500 by 49.1% during his tenure, was a Lipper #1 fund, and one of the first 10 funds awarded Stewardship Grade "A" by Morningstar. Previously Jason was CEO of •A•I•M• Consulting, LLC which advised investment managers on h
CO-FOUNDER & CEO
Jason is the retired co-portfolio manager of the Davis Appreciation & Income Fund, which bested the S&P 500 by 49.1% during his tenure, was a Lipper #1 fund, and one of the first 10 funds awarded Stewardship Grade "A" by Morningstar. Previously Jason was CEO of •A•I•M• Consulting, LLC which advised investment managers on how to improve their investment process & execution to deliver increased alpha.
D.A.T.A. is the result of Jason's research obsession dating back to 1998 of how to extract meaningful insight from the 98.3% of financial data that is text-based, not numbers-based. In 2011 as CFA Institute's global Director of Content, Jason partnered with deception scientists to conduct history's first research into deception detection in finance. This work culminated in multiple pieces of scientific research published in the Journal of Behavioral Finance and the publication of investing's only text on deception detection, co-authored with Maria Hartwig, Ph.D, Lie Detection Guide: Theory & Practice for Investment Professionals.
Jason is proud to serve on the Leadership Council of the National Small Business Administration, as well as on the IFRS Foundation's Integrated Reporting Connectivity Council.
CO-FOUNDER, CFO & COO
Nandan J. Shah brings experience from both wealth management as a strategist and risk manager, and asset management as a venture capitalist and former hedge fund manager. He advises and mentors start-ups on strategy, productization, and growth.
He graduated from the University of Michigan, Ann Arbor and is a licensed
CO-FOUNDER, CFO & COO
Nandan J. Shah brings experience from both wealth management as a strategist and risk manager, and asset management as a venture capitalist and former hedge fund manager. He advises and mentors start-ups on strategy, productization, and growth.
He graduated from the University of Michigan, Ann Arbor and is a licensed attorney in Illinois with a JD from The John Marshall University.
FOUNDING ADVISOR
Dr. Ashby Monk is the Executive and Research Director of the Stanford Global Projects Center. He has a strong track record of academic and industry publications. He was named by CIO Magazine as one of the most influential academics in the institutional investing world.
His research and writing has been featured in The Econ
FOUNDING ADVISOR
Dr. Ashby Monk is the Executive and Research Director of the Stanford Global Projects Center. He has a strong track record of academic and industry publications. He was named by CIO Magazine as one of the most influential academics in the institutional investing world.
His research and writing has been featured in The Economist, New York Times, Wall Street Journal, Financial Times, Institutional Investor, Reuters, Forbes, and on National Public Radio among a variety of other media. His current research focus is on the design and governance of institutional investors, with particular specialization on pension and sovereign wealth funds. Outside of Stanford, he is the co-founder and Chairman of Long Game Savings.
He received his Doctorate in Economic Geography at Oxford University and holds a Master's in International Economics from the Universite de Paris I - Pantheon Sorbonne and a Bachelor's in Economics from Princeton University.
CHIEF TECHNOLOGY OFFICER
Jude has over 20 years of experience helping companies and community enterprises solve real-world problems with software. As Chief Technology Officer at D.A.T.A., he is responsible for overall technology strategy, development of core algorithms and delivery platforms, and technical operations.
Jude’s experience incl
CHIEF TECHNOLOGY OFFICER
Jude has over 20 years of experience helping companies and community enterprises solve real-world problems with software. As Chief Technology Officer at D.A.T.A., he is responsible for overall technology strategy, development of core algorithms and delivery platforms, and technical operations.
Jude’s experience includes end-to-end technical project design and delivery as a consultant for top agencies and blue-chip enterprise clients across multiple business domains. A repeat founder and hands-on software engineer, he has been on the startup journey twice before, from helping define the product, to writing the first line of code, to building and leading the tech department, to driving technical strategy for successful acquisition and exit.
As a CTO, Jude thrives at the interface between business, technology, and science. He is passionate about building and leading high-performing development teams, and has a proven track record of hiring and nurturing top talent, fostering a culture of innovation, and inspiring collaboration.
Jude is consistently ranked as one of the top 4% of technical authorities on Stack Overflow.
PRINCIPAL at CMVJ CAPITAL, LLC
Christopher Jones is a private investor and consultant. From 2014 until July 2016 Christopher served as the co-head of global active equities at Blackrock where he was jointly responsible for all fundamental and quantitatively driven strategies. He was directly responsible as Chief Investment Officer for al
PRINCIPAL at CMVJ CAPITAL, LLC
Christopher Jones is a private investor and consultant. From 2014 until July 2016 Christopher served as the co-head of global active equities at Blackrock where he was jointly responsible for all fundamental and quantitatively driven strategies. He was directly responsible as Chief Investment Officer for all fundamental Global, Emerging Market and US Equity strategies, and was a member of the Blackrock Global Operating Committee, Investment Council and Human Capital Committee.
Prior to joining Blackrock Christopher spent 32 years at JP Morgan Investment Management as a research analyst, portfolio manager, and team leader, and from 2006 until 2014 as the CIO of Growth Equities and co-head of US Equities. He earned an MA from Cambridge University and is a CFA. Chris is actively involved in a number of performing arts organizations in NYC and the Berkshires and is the Chairman of the Board of Jacob’s Pillow Dance.
SERIAL ENTREPRENEUR, CEO, INVESTOR
Dinesh Moorjani is a serial entrepreneur, advisor, and investor who has co-founded over 10 startups, including Tinder. In 2016, he became Managing Director for Comcast Ventures and continues to serve in an advisory role at Warburg Pincus, a private equity firm that has invested over $60 billion in over
SERIAL ENTREPRENEUR, CEO, INVESTOR
Dinesh Moorjani is a serial entrepreneur, advisor, and investor who has co-founded over 10 startups, including Tinder. In 2016, he became Managing Director for Comcast Ventures and continues to serve in an advisory role at Warburg Pincus, a private equity firm that has invested over $60 billion in over 800 companies globally.
Dinesh earned a BS in Chemical Engineering from Northwestern University and an MBA from Harvard Business School. Upon graduating, he joined Samsung Electronics, as a Senior Project Manager building consumer technology products. He conceptualized and scaled their satellite radio-MP3 business, winning over 10 consumer technology & industry awards. Dinesh moved to Korea to serve as Samsung’s Global Strategy Manager managing cross-border teams while innovating product and enhancing turnarounds.
SCIENTIFIC ADVISOR & UX/UI RESEARCHER
Evan is trained in forensic psychology with the subject of her doctoral thesis being experimental psychology and the law. Her early career involved working with the FBI in their "High-Value Detainee Interrogation Group" and consulting for Trial Partners
More recently Evan has a multi-year history in
SCIENTIFIC ADVISOR & UX/UI RESEARCHER
Evan is trained in forensic psychology with the subject of her doctoral thesis being experimental psychology and the law. Her early career involved working with the FBI in their "High-Value Detainee Interrogation Group" and consulting for Trial Partners
More recently Evan has a multi-year history in designing and evaluating User Experiences and User Interfaces (UX/UI) for finance companies, including Beyond, Robin Hood, and Stripe.
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