About Tao Analytics
Tao Analytics is an innovative company with ground breaking investment software technology for the investment management industry. We strive to achieve our vision and to serve this industry. Tao Analytics is proud of the calibre of its people who have extensive specialised and industry specific experience.

Key People (in alphabetical order)

Sarah J. Campbell, CFA
Senior Consultant

Sarah Campbell has over 12 years institutional equity sales experience in the US and Canadian equity products. Most recently
headed up the US institutional coverage out of Paris for Morgan Stanley. Prior to joining Morgan Stanley to start up their Canadian equity operations out of Montreal, Sarah was involved in institutional equity sales at both Toronto Dominion Securities and Wood Gundy, responsible for both Montreal based institutions and Japanese institutions based in New York City.

Sarah is currently Vice-President of the CFA France (Chartered Financial Analyst Association) and also a founding member of this association which became a full chapter in 1999.

Sarah holds the CFA designation and has BA in Japanese studies, McGill University, Montreal, Canada. Sarah is currently enrolled in the Chartered Alternative Investment Analyst (CAIA) program.

Jonathan Lipscomb
Company Secretary

Jonathan Lipscomb is a Chartered Secretary and specialises in the administration of companies. Jonathan’s experience includes Human Resources, Facilities Management, Information Technology and Governance.

Jonathan is a graduate of Law and has MSc in Information Technology Management (with distinction).

Steve Martin
Senior Consultant

Steve Martin has over 15 years experience in the investment management industry and has been a consultant with a number of global asset management companies in the UK, USA and Asia, specialising in risk, performance and research. Steve has extensive experience in the development and implementation of systems, and also managing business teams that use these systems.

Steve was Head of Portfolio Measurement at Merrill Lynch Investment Managers (MLIM) for three years and was responsible for the provision of all performance and risk information on MLIM portfolios throughout the Group. He assisted in the formation of the Merrill Lynch Multi- Manager Investment Team, where he was responsible for the development and support of quantitative tools for analysing third-party funds, portfolio construction, and the provision of strategy advice to institutional and High Net Worth clients. More recently he has worked closely with hedge funds, family offices and institutional investors in the development of analytical capabilities. Steve has been a frequent speaker at industry conferences and seminars.

Steve studied Mathematics at Imperial College, London University.

Patrick N.Z. Rona
Partner

Patrick Rona has extensive experience in business law and venture capital. For most of his legal career, he represented investment managers and a venture fund in mergers and acquisitions, private placements of securities, IPOs, licensing of technology, re-organisations and dispute resolutions.

In 2002, Patrick was recruited away from his law firm, Duane Morris LLP, where he was a Partner, to become President and CEO of the U.S. subsidiary of a European portfolio company belonging to a venture fund. There he managed a company with some $350m in revenues, a 20 percent market share and a track record in product development and innovation. Prior to joining Duane Morris, Patrick was at GE Capital, Baker & McKenzie and the United States Bankruptcy Court for the Southern District of New York.

Patrick currently serves as President and Director of the 36th Street Owners’ Corporation, Trustee of the Highlands School and Director of the Business Council of Alabama. Patrick is also licensed to practice law in New York, Connecticut and the District of Columbia.

Patrick received a BA in Economics from Sarah Lawrence College, where he graduated with distinction, and a JD from Vermont Law School where he received various awards and served on the VLS Moot Court Advisory Board and the VLS Environmental Moot Court Advisory Board.

Saeed Vaziri
CTO

Saeed Vaziri has extensive commercial experience in software design and development in the Insurance, Risk Management and Finance industries.

Saeed has previously worked at Barclays, Deutsche Bank and Lloyds TSB, in the areas of investment management, investment banking and custody, respectively. Saeed was Head of Quantitative Research & Development at Barclays Wealth Solutions, with overall responsibility for development and support of all internal applications for the investment management teams. Prior to joining Barclays, Saeed was at Deutsche Bank as an integral part of a team, responsible for design and implementation of a suite of Global Investment Banking applications used in London, New York, Sydney, Tokyo and Singapore. At Lloyds TSB he led a team of analysts and programmers responsible for converting over 1000 spreadsheets and legacy systems into a data warehouse and futher integrating into eight major applications.

Additionally, Saeed has developed applications for clients including KPMG, Royal & Sun Alliance, Sedgwick and ASDA. Saeed’s specific areas of expertise covers data warehousing, OLAP, databases, data feeds and a wide range of programming languages including C/C++ and C#.

Saeed attended Queen Mary & Westfield College, University of London, receiving BSc (Hons) in Computer Science and MSc in Distributed and Parallel Systems (with distinction).

Reza Vishkai
Non-Executive Director

Reza Vishkai is Managing Director, Alternatives with overall responsibility for the Alternatives business at Insight Investment (HBOS). Before joining Insight Investment, Reza spent eight years at Schroders where he set-up and led the Structured Investments and Hedge Fund (single strategy and fund-of-funds) businesses.

Prior to Schroders, Reza was a consultant and Managing Director with Rogers, Casey and Associates, one of the largest US based consultants, where among other activities he had responsibility for their multi-manager offerings. Reza started his career at Salomon Brothers as a fixed income analyst.

Reza attended Columbia University receiving degrees in Liberal Arts and Operations Research from Columbia College and School of Engineering and Applied Sciences, respectively.

Nader Zarrabian
Founder and CEO

Nader Zarrabian has extensive experience in the investment management industry. Prior to founding Tao Analytics, Nader was Director and Head of Performance Analysis & Risk at Barclays Private Clients, Investment Services - the largest private wealth manager in the UK - with overall responsibility for performance and risk analysis, reporting and analytics input into the investment process for all products. The investment process included the setting and implementation of investment strategy at asset allocation level, country and sector levels, stock selection and fund management, for both discretionary and advisory businesses. Additionally, Nader was responsible for other activities including IT and also served as a member of the Management Committee, Asset Allocation Committee and Gerrard Investment Committee.

Prior to joining Barclays, Nader was at Schroders undertaking research and selection of underlying hedge fund managers for Schroders' fund of hedge funds. Previously, at Schroders, Nader was Vice President - Investment Analytics, with responsibilities that included the implementation of investment analytics and systems in the Group and integrating the analysis within the investment process.

Nader’s previous experience includes public sector management consultancy, currency research, equity investment analysis and IT implementation.

Nader has BA (Hons) Business Studies, Master of Business Administration (MBA) and MSc in Advanced Information Technology (with distinction).
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• To provide excellent support to the investment management and related communities;
  
  
• To offer a range of outstanding, quality integrated investment technology tools that support the entirety of the investment process for different asset classes;
  
  
• To remove financial cost as a barrier to the deployment of investment technology – a unique pricing proposition in the industry;
  
  
• To offer the technology that is scalable and that constantly enhances investment analysis.

• To act professionally at all times;
  
  
• To serve our clients’ interests to the best of our abilities;
  
  
• To engage professionals of highest integrity and talent;
  
  
• To strive to provide value for money for our clients;
  
  
• To take pride in our contributions to our clients;
  
  
• To have a positive long term relationship with our clients;
  
  
• To provide a flexible working environment for our professionals;
  
  
• To be innovative in our product and service offerings;
  
  
• To make our clients' working lives easier;
  
  
• To foster entrepreneurial spirit;
  
  
• To have absolute commitment to our clients;
  
  
• To be client focussed at all times;
  
  
• To constantly strive for professional excellence;
  
  
• To be creative and imaginative in providing solutions to our clients' challenges;
  
  
• To be passionate about what we do.
  

• The T range of products, providing investment technology architecture that facilitates the application of analysis to the entirety of investment process;
  
  
• T1 Enterprise, a returns based analytics tool, represents our first step in achieving our vision;
  
  
• The building of a common technology architecture that underpins the T range of products: SQL database, .net and C-Sharp;
  
  
• A revolutionary pricing proposition in the investment industry that offers unlimited user licences per client.