Palo Alto, CAUSA 94306
August 28, 2012
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My background is quant finance (BARRA, MFS, a few other gigs along the way). Spoke w/ Ken Fine a few months back...yes, we'll have plenty to talk about; looking forward to it.
Hi Shin, I'm working in the personal investment space - probably somewhat similar to your area but focused on providing an open platform for 401(k) advice. Check out what we're doing at www.kivalia.com; we crowd-source plans, provide ongoing advice to plan participants and measure our performance versus appropriate benchmarks. Happy to talk further if you'd like - either way I'll see you at the event next month!
We're doing some planning and meeting with partners this week...we should have something posted by the end of the week :)