|John Reese - Founder & CEO
For over 21 years, John Reese has been conducting extensive research into quantitative investment strategies. The goal of this research was to find strategies that consistently outperform the market. He combined this search with his computer science and artificial intelligence background to develop the multi-factor analysis models that are used by Validea Capital Management today. John is a frequent speaker on quantitative investing and holds two US patents for automated stock analysis.
John is the founder of Validea.com and is also the author of The Guru Investor: How to Beat the Market Using History's Best Investment Strategies and is also a regular columnist for RealMoney.com, Forbes.com, NASDAQ.com, and Canada's Globe and Mail newspaper. He holds his Master's in Business Administration from Harvard Business School and a computer science degree from the Massachusetts Institute of Technology. John co-founded Validea Capital in 2004.
|Jack Forehand, CFA - Chief Investment Officer
Jack Forehand is a partner at Validea Capital and is responsible for the firm's overall operations and portfolio management. Working in conjunction with founder John Reese, Jack led the development and optimization of Validea Capital's quantitative investment models. He is also the co-author of The Guru Investor: How to Beat the Market Using History's Best Investment Strategies. Jack graduated from the honors program of the University of Connecticut with a B.A. in Economics and is a CFA charterholder. Prior to founding Validea Capital, Jack spent five years developing quantitative models for an Internet research company. He also worked as a controller for a small company and an analyst for a Big Five accounting firm. Jack co-founded Validea Capital in 2004.
|Justin Carbonneau - Managing Partner
Justin Carbonneau is a partner at Validea Capital and manages the firm's Private Client Group. He also acts as the principal business development officer for the company and is responsible for managing growth efforts and strategic initiatives. Prior to joining Validea Capital, Justin was a controller for a Fortune 500 healthcare company where he was a member of the firm's leadership development program. Justin has a Master's of Business Administration from the University of Connecticut, where he graduated with honors and was inducted into the UConn School of Business Hall of Fame. He was also a member of the Connecticut Air National Guard and a Division I collegiate athlete. Justin joined Validea Capital in 2005.
|Andrew Cohen - Investment Strategy Advisor
Andrew is an award winning Finance Lecturer at Old Dominion University where he won the "University Distinguished Teacher Award" for 2016-2017 and was selected as a 2017 "Entsminger Fellow". He is also the Manager of "The Gregory A. Lumsden Trading Room and Research Lab" at O.D.U. where he is helping faculty utilize Bloomberg Terminals to enhance their classes, and teaching students how utilize Bloomberg Terminals to enhance their education. He is the creator of Validea Capital's Systematic Alpha model. Andrew is a recognized expert in the field of quantitative investment model development. Prior to his academic career, Andrew spent fifteen years as a Wall Street trader. He holds an M.B.A. in Finance/International Business from New York University and a B.S. in Management from the State University of New York at Binghamton.
|Feng Dong - Investment Strategy Advisor
Dr. Feng Dong is an Assistant Professor of Finance at Siena College. Before that, he was a visiting assistant professor of finance at Old Dominion University. He is the co-developer of Validea Capital's Systematic Alpha model. He received his Ph.D. in Finance, with a minor degree in International Business, from Old Dominion University, and a master’s Degree in finance from the Ohio State University. His research focuses on behavioral finance and asset pricing, and his research has been published in many academic journals including the Journal of European Financial Management, the Journal of Portfolio Management, the Review of Behavioral Finance, and the Journal of Behavioral Finance. Prior to his academic career Fong worked as as an equity trader and financial advisor.