Meet Our Team

Seasoned investment professionals with decades of collective market experience

25+
Investment Professionals
15
Average Years Experience
30+
Markets Covered

Executive Leadership

Our senior team guides the firm's strategic direction and investment philosophy

Johnathan Michaels

Johnathan T. Michaels

Founder & Chief Investment Officer

25+ years investment experience, former Portfolio Manager at Blackstone

Sarah Chen-Williams

Sarah Chen-Williams

Chief Executive Officer

Former Head of Alternative Investments at Goldman Sachs

Robert Langley

Robert D. Langley

Chief Risk Officer

15 years risk management experience at Bridgewater Associates

Investment Expertise

Diverse skills and deep specialization across asset classes

Cross-Platform Collaboration

Our team structure fosters collaboration between specialized investment groups, allowing us to identify opportunities that others might miss. With dedicated teams covering each major asset class, we combine deep sector knowledge with macroeconomic insights.

300+
Annual Company Meetings
24
Global Markets Covered
Explore Our Strategies
TCD Capital
Equity Research
Fixed Income
Quantitative
Macro Strategy
Private Markets
Risk Management

Research & Analysis Team

Dedicated specialists driving our investment insights

Amanda Chen
Equity

Amanda Chen

Senior Equity Analyst

8 years experience

Consumer Tech Valuation
View Research Approach
David Rodriguez
Fixed Income

David Rodriguez

Fixed Income Director

12 years experience

Credit Rates Emerging Markets
View Fund Strategy
Priya Patel
Quant

Priya Patel

Quantitative Research Lead

10 years experience

Modeling AI Data Science
View Research Papers

Our Culture & Values

The principles that guide our team and investment decisions

Curiosity

We ask questions, challenge assumptions, and continuously seek deeper understanding of markets and companies.

Integrity

We maintain the highest ethical standards in all our interactions and investment decisions.

Discipline

We adhere to our investment process while remaining flexible to adapt to changing market conditions.

Collaboration

We believe the best ideas emerge from diverse perspectives working together toward common goals.

Accountability

We take ownership of our decisions and maintain transparency with our investors.

Long-Term Focus

We prioritize sustainable growth over short-term gains in both our investments and our firm.

Career Development

Investing in our team's growth and professional advancement

Team learning session

Continuing Education

Annual stipend for professional certifications, courses, and industry conferences

Rotation Program

Structured opportunities to work across different investment teams and strategies

Mentorship

Formal mentorship program pairing junior team members with senior leaders

Research Grants

Funding for independent research projects and white papers

View Career Opportunities

Team Insights

Perspectives from our investment professionals

Amanda Chen
Interview

"The Evolution of Consumer Tech Investing"

Amanda Chen | Senior Equity Analyst | May 2025

How changing consumer behaviors are creating new opportunities in the technology sector...

Watch Interview
David Rodriguez
Research

"Credit Markets in a Rising Rate Environment"

David Rodriguez | Fixed Income Director | April 2025

Our framework for assessing credit risk as central banks navigate inflationary pressures...

Read Report
Priya Patel
Analysis

"Machine Learning in Portfolio Construction"

Priya Patel | Quantitative Research Lead | March 2025

How we're incorporating alternative data sets and AI models into our investment process...

View Analysis