Dao Capital Advisors
Dao Capital Advisors provides timely, actionable, accountable investment and risk management services to Chief Investment Officers (CIOs) of sophisticated institutions (pensions, endowments, foundations, family offices, hedge funds and asset managers). We help firms navigate evolving markets while exploiting structural market weaknesses. We provide proactive asset allocation, preemptive risk management, as well as innovative alpha/hedging overlay strategies. Our clients are highly sophisticated investors, managing billions in assets.
I have known Jim since 2011 and have always appreciated his insights into economies, central bank behavior and financial markets – and the interplay between them. In 2018, I enlisted Jim as an advisor to our retirement fund on active asset allocation and hedging strategies. Jim has proven to be quite valuable to me and our program. Jim is fundamentally driven yet is also very plugged into the capital markets and offers value-additive insights as well as actionable, timely ideas for adjusting our asset exposures. Jim demonstrates a flexible, open-minded approach. He understands the institutional constraints we face and is able to structure his ideas to fit within those constraints. Personally and professionally, I am pleased that he has decided to offer his services to a broad audience.
Hunter S. Reisner, Chief Investment Officer
YMCA Retirement Fund
Over many years, I’ve been impressed by Jim’s unusual ability to combine market technicals with fundamental insights-and to appreciate risk from a practical perspective.
Sander Gerber, CEO and CIO
Hudson Bay Capital Management
I have known Jim since year 2004. Having successfully managed multi-billion pension assets and also traded macro strategies within the hedge fund industry, Jim brings a unique set of skills as both an asset allocator and direct investor. I believe that his services can help CIOs navigate the increasingly difficult macro landscape.
Peng Chen, PHD, CFA
CEO Asia Ex Japan - Dimensional Fund Advisors
Former President & CIO, Morningstar Investment Management and Ibbotson Associates
I have known Jim since 2004. I always valued Jim’s insights on global investments and incisive assessments of various asset classes worldwide. I would highly recommend his services to long term investors who aim to successfully manage a diversified global investment portfolio.
Former CEO of Morgan Stanley Huaxin Fund Management
Former China CEO of Schroders Investment Management
We were fortunate to have Jim to help us manage the pension assets for US employees while I was treasurer at Novartis Corporation. He helped us navigate the financial crisis and following recovery, delivering significant excess return over the policy benchmark. I think highly of his analytic skills and market insights, and I am confident that his services will be valuable to many other investors
Kenneth (Ken) P. Schuster
Vice President and Treasurer at Novartis Corporation (Retired)