HiddenLevers is the premier portfolio stress testing platform for financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in context of several macro-economic outcomes. The stress testing toolkit also includes macro themes for those interested in using scenarios and economic trends to effect tactical asset allocation.
Advisors are able to use HiddenLevers for portfolio management needs like risk monitoring and stress testing, as well as fiduciary needs like client-friendly explanation and presentation of risk. HiddenLevers helps advisors manage client expectations with portfolio stress testing.
Praveen Ghanta is responsible for the HiddenLevers engine and product development. Praveen has a deep background in financial technology, having built credit derivatives trading and risk management systems at Deutsche Bank. Previously, he founded and led SmartWorkGroups, an online collaboration startup, until its acquisition by Intralinks (NYSE:IL) in July 2000. Praveen is also the author of a SeekingAlpha certified blog called TrueCost, which looks at economics and government policy through the lens of cost-benefit analysis. He is a graduate of the Massachusetts Institute of Technology with Bachelor’s degrees in computer science and economics, and a Master’s degree in computer science.
Raj Udeshi is responsible for business development. Raj has a background in Emerging Markets sales and trading, at Bank of America Securities, GFI Group, and Enlace S.A (boutique LatAm inter-bank broker). On the Street, Raj dealt in interest rate swaps, credit risk derivatives, inflation-linked bond swaps, and FX options for the G7 and Latin America. Raj was previously a member of Xolia, a fin-tech startup whose decision-making technology helped users choose the right online broker, life insurance policy, and credit card for their needs (Xolia acquired by GetSmart.com in 2001). Prior to HiddenLevers, Raj was Head of Business Development for Social Amp, a social media analytics startup and Facebook Preferred Developer (Social Amp acquired by Merkle Inc. in 2012) . He is a graduate of Northwestern University and the Pepperdine School of Law.
Steve Zuschin is a key member of the HiddenLevers team, leading RIA sales and contributing to business development, operations, and marketing. He has a deep background in financial services, having worked in a number of roles at Northwestern Mutual. Mr. Zuschin is a graduate of California State University – Chico with a Bachelor's degree in finance. He is also a member of the Screen Actors Guild for his work in a groundbreaking commercial involving the sale of his beard.
Joonas Niiholm is responsible for economic research and software adoption at HiddenLevers. Joonas uses his experience spent as a financial advisor to shape HiddenLevers for advisors. His previous role as economic researcher at the Ministry of Economic Affairs in Estonia allows him to contribute research to HiddenLevers economic scenarios. He is a graduate of Syracuse University with bachelor’s degrees in public relations and economics.
Suhail Ali leads system integration and public API development at HiddenLevers. Suhail has over 15 years of experience in Technical Consulting in the financial services, telecom, insurance and credit card processing industries. Prior to HiddenLevers, Suhail was director of product development at Axela Technologies. He is a graduate of Northern Illinois University with bachelor’s degrees in computer science.
As Middleman, Dave is responsible for taking Brian's work and handing it to Suhail. He wonders what might happen in a world where people can communicate directly via computer (or smart-phone!?), eliminating the need for Middlemen like himself. For now he feels secure in his job.
Brian is a very busy man, too busy to write this at present moment.
Oil Crash white paper published showing success of HiddenLevers correlations model.