Cassia Research believes that seat belts shouldn’t just be sold with Rolls-Royces, yet when it comes to investing, risk management is only available to investors with more than $10M. We help investment advisors pinpoint risk in real-time, and conquer market volatility by giving them the same tools used by the largest and smartest hedge funds. With risk forecasting, risk targeting, and volatility position sizing, readily available on the cloud, Cassia becomes every advisor’s Chief Risk Officer, at a fraction of the cost.
Besides advising on the design, development and implementation of Cassia Research’s strategic plans, Jean-Marc is CEO of the Hillcore Group, a private equity firm with over $4.4 billion in assets under management. Jean-Marc is also Chairman of Waiward Steel, one of Canada’s leading steel fabrication and construction companies. Previously, Jean-Marc was Managing Director in RBC Capital Markets’ investment banking group. As part of his 15-year career with RBC Capital Markets, he was involved in numerous financings (debt, equity, IPO) and M&A assignments in Canada, Europe, South America and the United States. Between 1997 and 2001, Jean-Marc was a Principal with Royal Bank Equity Partners, where he sourced, executed and monitored investments for RBC’s private equity group. Jean-Marc completed a Masters in Finance degree at the London Business School in the UK.
Henry has over 10 years of investment experience, including as the lead developer at CSS Analytics. In that role, he built futures trading strategies for institutional clients including a $3 billion Commodity Trading Advisor and VT International, an Australian hedge fund. He is the co-author of the paper “Minimum Correlation Algorithm.” At Broadridge, Henry worked with over 30 software engineers on portfolio and banking software that is currently used by institutional wealth managers such as Fidelity, Scotiabank, Raymond James and Canaccord. Working with large firms, Henry had a behind-the-scenes look at just how slow innovation could be in the investment industry.
Henry is an engineering and finance major with extensive knowledge in R, and currently holds the FINRA Series 65 license and Canadian Securities Course. Henry is a music junkie, hockey goalie and a fanatic for motion pictures.
Jesse has over 10 years of software development experience and has worked at Electronic Arts, Thomson Reuters, NGRAIN, and the University of British Columbia. Jesse worked on EA’s largest and most successful franchise, FIFA, where he shipped 12 titles between 2008-2015. At NGRAIN, he developed training applications for several military organizations such as the U.S. Dept. of Defense, and Canadian Dept. of National Defense. Jesse has a Computer Science degree from the University of British Columbia. A futsal fanatic, Jesse also loves programming, coffee, and gaming, in any combination.
David is responsible for the full-stack development of Cassia Copilot, the world’s first investment management SaaS web platform built for investment advisors. During his ten-year tenure at Electronic Arts, David designed and developed key online features within FIFA, and was responsible for maintaining its online tech stack. David also served as one of the technical leads within the development release engineering team where he frequently liaised with both engineers and technical directors. David holds a Computer Engineering degree from the University of British Columbia. He takes an interest in football, the acoustic guitar and is a sucker for Korean dramas.
Over half of the largest investment managers don’t use any form of risk management.
97% of investment managers still use outdated metrics like historical volatility to measure risk.
Most advisors rely on the services of investment managers for their clients.
Independent advisors are spending nearly half their time on managing portfolios instead of growing the business.