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Kiril Sokoloff, Chairman and Founder of 13D Global Strategy & Research

Kiril Sokoloff

Chairman & Founder

For decades, Kiril Sokoloff has been an active yet very low-profile global investment strategist, thought leader and visionary.  He founded 13D Global Strategy & Research in 1983.  Howard Marks, Co-Chairman of Oaktree Capital wrote that “Many professional investors include What I Learned This Week from 13D Research among their highest-priority reading.  Kiril Sokoloff seems more likely than most to cover the big market-movers of tomorrow.”  Barton Biggs said “Kiril Sokoloff is a breath of pure, fresh investment oxygen.  He is invaluable because he is an original thinker and is not afraid to take extreme views.”

Sokoloff foresaw before others the five great secular trends of the last 40 years that have defined investment performance and business opportunity. 

He was one of the first “supply-siders”, joining Jack Kemp and others in 1977 to spread the word that cutting tax rates and de-regulating the U.S. economy, would cause an economic boom in the U.S. Kemp’s “supply-side” cut in tax rates was the basis for the Reagan Revolution, which launched the massive 40-year boom that we all benefited from. 

As a result of his early involvement in “supply-side” economics, Sokoloff fully understood how big the boom would be and how it was one of the greatest paradigm shifts in world history and the global economy. 

In the late 1970s, it became clear to Sokoloff that an inflationary blow-off was coming and that commodities would surge, stagflation would ensue, bond markets would crash and the world would suffer one of the greatest capital losses in history.

Sokoloff then saw that another paradigm shift was coming.


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Kerry Sain, Executive Managing Director

Kerry Sain

Executive Managing Director

A seasoned and execution oriented executive with nearly 30 years of proven results globally and domestically, Kerry Sain serves as the Executive Managing Director at 13D Global Strategy and Research. In this role, she has responsibility for driving revenue and growth for the global organization. This includes oversight across all go-to-market functions, commercial sales strategy and operations, sales development and effectiveness, strategic alliances and partnerships, as well as global marketing. Not only is she a creative and strategic thinker with unique ability to plan, operationalize, and execute at an accelerated pace but she demonstrates and encourages a ‘hands on,’ results centered leadership style that emphasizes transparency and empowerment at all organizational levels.

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Our Analysts

Woodley B. Preucil, CFA

Woodley B. Preucil, CFA

Senior Managing Director FULL PROFILE
Jay A. Sellick, CFA

Jay A. Sellick, CFA

Senior Managing Director—Out-of-favor Themes and Policy Analysis FULL PROFILE
Kate McClure-Sokoloff

Kate McClure-Sokoloff

Senior Managing Director FULL PROFILE
Arvind Sachdeva, CFA

Arvind Sachdeva, CFA

Senior Managing Director - Global Market Strategy FULL PROFILE
Lei Yang, CFA

Lei Yang, CFA

Senior Managing Director - Head of China FULL PROFILE
Trevor Noren

Trevor Noren

Managing Director FULL PROFILE
Damaris Colhoun

Damaris Colhoun

Managing Director FULL PROFILE
Anurag Bansal

Anurag Bansal

Managing Director - Southeast Asia FULL PROFILE
Peng Zhou

Peng Zhou

Managing Director - China
Tamra James

Tamra James

Associate Research Analyst
Dora Pang

Dora Pang

Associate Research Analyst - China
Vishu Bajania

Vishu Bajania

Research Associate
Sourabh Choudhary

Sourabh Choudhary

Research Analyst
Shashank Saxena

Shashank Saxena

Research Analyst
Priyanka Seth

Priyanka Seth

Research Analyst
Varsha Maurya

Varsha Maurya

Research Associate
Jincy Jacob

Jincy Jacob

Research Associate
Priyanshu Chibber

Priyanshu Chibber

Research Associate
Anuj Kumar

Anuj Kumar

Research Associate
Saumya Pandey

Saumya Pandey

Research Associate

Analyst Support

Diana Forbes

Diana Forbes

Executive Assistant, Chairman

Executive Team & Functions

Travis Smart

Travis Smart

Chief Financial Officer
Brett Baker

Brett Baker

Chief Technology Officer
Monica Ralli

Monica Ralli

Chief Marketing Officer
Matt Oliphant

Matt Oliphant

Finance Director
Becca Bitler

Becca Bitler

Associate Accountant
Carolina Gomez

Carolina Gomez

Associate Accountant
William Davis

William Davis

Associate Accountant
Joanna Archibald

Joanna Archibald

Finance Associate
Phil Johnson

Phil Johnson

Senior Security Engineer

Relationship Management Team

Bill Daniels

Bill Daniels

Director, Relationship Management
Britt Daoust

Britt Daoust

Sales Development Director
Michael DeRenzo

Michael DeRenzo

VP, Relationship Management
Gina Mukherjee

Gina Mukherjee

Managing Director - Europe & India
Doyle Rundell

Doyle Rundell

VP, Relationship Management
Penny Tang

Penny Tang

Managing Director - Asia
Fion Li

Fion Li

Business Development Associate

A 35-year track record is no guarantee of success, but can you afford to bet against it?

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Kiril Sokoloff

Kiril Sokoloff

Chairman & Founder

For decades, Kiril Sokoloff has been an active yet very low-profile global investment strategist, thought leader and visionary.  He founded 13D Global Strategy & Research in 1983.  Howard Marks, Co-Chairman of Oaktree Capital wrote that “Many professional investors include What I Learned This Week from 13D Research among their highest-priority reading.  Kiril Sokoloff seems more likely than most to cover the big market-movers of tomorrow.”  Barton Biggs said “Kiril Sokoloff is a breath of pure, fresh investment oxygen.  He is invaluable because he is an original thinker and is not afraid to take extreme views.”

Sokoloff foresaw before others the five great secular trends of the last 40 years that have defined investment performance and business opportunity. 

He was one of the first “supply-siders”, joining Jack Kemp and others in 1977 to spread the word that cutting tax rates and de-regulating the U.S. economy, would cause an economic boom in the U.S. Kemp’s “supply-side” cut in tax rates was the basis for the Reagan Revolution, which launched the massive 40-year boom that we all benefited from. 

As a result of his early involvement in “supply-side” economics, Sokoloff fully understood how big the boom would be and how it was one of the greatest paradigm shifts in world history and the global economy. 

In the late 1970s, it became clear to Sokoloff that an inflationary blow-off was coming and that commodities would surge, stagflation would ensue, bond markets would crash and the world would suffer one of the greatest capital losses in history.

Sokoloff then saw that another paradigm shift was coming.  All the pundits, money managers and business people in America had come to believe that inflation would last forever.  Having studied financial history, Sokoloff understood that a parabolic blow-off usually marks the end of something not the beginning, and the crash in bond prices, the election of Ronald Reagan and the appointment of Paul Volcker as Fed chair would usher in a long-term period of disinflation. 

Knowing full well that no one believed disinflation was possible, and given the enormous skepticism in the investment and business community, Sokoloff authored the seminal book in 1982 entitled, Is Inflation Ending? Are You Ready?  The book in effect argued that equities would soar, bonds would enter a long-term bull market, commodities would crash, the U.S. dollar would get much stronger and cost-control would be the new order of the day.

By the early 1980s, U.S. equities were selling significantly below break-up value due to the highest interest rates in the history of capitalism, stagflation and poor corporate governance.  Sokoloff foresaw a massive takeover boom and became the world’s expert on 13D filings, which was an S.E.C. filing required to disclose an ownership position of 5% or more.  Between 1983 and 1986, 175 of his firm’s recommendations were taken over.

In May 1984, 30-year U.S. Treasuries had an ugly retest of their September 1981 low of 15%.  Sokoloff saw the 14% yields that were available as one of the greatest investment opportunities in his lifetime and subsequently gave over 500 speeches making the case for buying 30-year Treasuries on margin. 

The next opportunity Sokoloff saw was the rise of China.  With the Hang Seng at 4,900, his March 31, 1992 article entitled China Awakens: The Premier Investment Opportunity of the 1990s? is one of the classics of investment history.  Also, at that time, Sokoloff co-founded the first pure Asian hedge fund.  In 1994, with the Hang Seng at 12,000, he resigned, believing the Hang Seng had risen too far too fast, too much capital had flowed into the region and that soon the Asian stock markets and economies would shift from boom to bust. 

Sokoloff moved back to the United States and switched his focus to technology.  He fully understood how big the coming technology revolution, the rise of the Internet and e-commerce, and the resulting disruption would be to the world.  He advised his clients to go big in tech.  In 1994, he cofounded one of the first pure technology funds, resigning later that decade as he thought price increases, speculation and complacency had reached a dangerous level.

In the fall of 1996, noting that Malaysia had built the world’s highest building—historically the sign of a major top––and stock markets were breaking down from two-year trading ranges—Sokoloff turned bearish on Asian stock markets.  He wrote over 100 memos predicting the crisis would move from emerging Asia to the emerging world to the developed world and would eventually cause a severe bear market and a massive IT bust in America. 

Having been bearish on commodities for the entire decade of the 1980s and 1990s, Sokoloff was looking for a change and he noted that commodities were not going down and in some cases were actually rallying despite the global recession.  This was where his theory of anomalies—what should be happening and isn’t—came to the fore.  On March 14, 2001, he authored a timely work entitled Buy Gold: Before Central Banks Reflate, which was followed by an epic bull market in gold and commodities in the following decade.  Gold was selling at $262.8 at the time.

This was followed by a six-year deep involvement in oil, which he turned bullish on at $20 in 2002.  He remained bullish all the way up to June 2008.

In December 2015, Sokoloff saw another paradigm shift.  The extreme deflationary trends of the previous eight years, he believed, had reached such an extreme that they would reverse with a vengeance and he launched his famous investment thesis––“The last will be first”––meaning that all those investment sectors that had been destroyed in the past deflationary period would be the leaders of the next investment paradigm.

He is a big fan of Oriental Wisdom. One of his favorite quotes is from Tao Te Ching (Lao Tzu): The best of men is like water; water benefits all things and does not compete with them. It dwells in the lowly places that all disdain, wherein it comes near to the Tao.

 

Kerry Sain

Kerry Sain

Executive Managing Director

A seasoned and execution oriented executive with nearly 30 years of proven results globally and domestically, Kerry Sain serves as the Executive Managing Director at 13D Global Strategy and Research. In this role, she has responsibility for driving revenue and growth for the global organization. This includes oversight across all go-to-market functions, commercial sales strategy and operations, sales development and effectiveness, strategic alliances and partnerships, as well as global marketing. Not only is she a creative and strategic thinker with unique ability to plan, operationalize, and execute at an accelerated pace but she demonstrates and encourages a ‘hands on,’ results centered leadership style that emphasizes transparency and empowerment at all organizational levels.

Kerry has vast experience in general management, sales, benefits outsourcing, healthcare exchanges, retirement services and consulting. She was most recently EVP of Global Sales & Marketing/Chief Revenue Officer at SAP SuccessFactors and prior to that, CEO and president at bswift, a subsidiary of Aetna, Inc. and innovator in cloud-based benefits enrollment technology. She previously served as a senior partner and global head of sales and marketing at Mercer as part of the executive leadership team. She has held a variety of other executive-level sales and client service positions at Wachovia Bank, AllianceBernstein, Prudential Retirement Services, Strong Funds and Firstar Bank.

Kerry earned a BA from Lewis and Clark College, and a MBA from the American Graduate School of International Management. She is based in Chicago, Illinois.

Woodley B. Preucil, CFA

Woodley B. Preucil, CFA

Senior Managing Director

Woodley “Woody” Preucil has been associated with 13D for over 30 years. Woody has been instrumental in driving the growth of 13D’s business for three decades by being actively involved in the identification, development, and analysis of many of the firm’s core investment themes—primarily focusing on how disruptive technologies are helping provide solutions to economic problems and transforming industries through the “Law of Accelerating Returns” and Joseph Schumpeter’s “Gales of Creative Destruction.”

Woody and other team members have been consulted by governments periodically to help them improve their economies, such as in 2010, when he and colleagues met with then-President of Colombia Alvaro Uribe Velez and his advisory team about how to digitize the nation’s economy, capitalize on accelerating technology change and leverage the nation’s fertile farmland to help meet the world’s growing food demand.

Woody holds a BA in Economics and Accounting from Ohio Wesleyan University in 1983, earned his CFA certification in 1987, and is a member of the New York Society of Security Analysts and the CFA Institute.

Jay A. Sellick, CFA

Jay A. Sellick, CFA

Senior Managing Director—Out-of-favor Themes and Policy Analysis

Jay has 30 years of investment experience on both the buy and sell side. Jay has been associated with 13D Research for 20 years and he has specialized in the global conventional energy industry since 2003. To complement his energy research, Jay writes extensively on global economic and monetary policy trends, geopolitics and global capex.

Known as an excellent stock picker, Jay also has contributed to 13D’s global macro strategy. He also was an analyst and portfolio manager with Reich & Tang Capital Management in New York, where he was responsible for $200 million of assets. Jay earned his Bachelor’s degree from the University of Notre Dame in 1987, his MBA from New York University in 1992 and the Chartered Financial Analyst designation in 1993.

Kate McClure-Sokoloff

Kate McClure-Sokoloff

Senior Managing Director

Kate has been associated with 13D for over 17 years. Her areas of expertise include interpreting geopolitical events, and analyzing the investment implications of converging demographic shifts, technological changes and socio-political attitudes. She writes extensively on the future of employment and education, as well as health and wellness, and women in the workplace.

Her timely and accurate analysis and risk assessment on Al-Qaeda and global terrorism in August of 2001 proved a watershed moment for 13D. Beginning in 2010, she was a lone voice in the investment world challenging the sustainability of the sharing economy and the long-term implications of automation on employment and society. A contrarian and a humanist, she is committed to raising awareness about our shared obligations to the planet and to each other.

Kate graduated Phi Beta Kappa from Columbia College, Columbia University and earned a Masters in Library Sciences from Queens College, CUNY.

Arvind Sachdeva, CFA

Arvind Sachdeva, CFA

Senior Managing Director - Global Market Strategy

Arvind Sachdeva has been associated with 13D since 2012 and is the firm's Chief Market Strategist. Previous to joining 13D, Arvind has had over twenty-seven years of broad investment management experience. He began his career at Carillon Advisers, where he spent eight years as a Portfolio Manager.

Following that, he transitioned to Dean Investment Associates where after two years, he was promoted to Director of Research and Chief Investment Officer, positions which he served in for over five years, managing over four billion dollars for private individuals and institutional clients.

In 2000, Arvind joined Victory Capital Management, where he was a member of the Asset Allocation Team, Industry Weighting Team, and Financial Services and Capital Goods Sector Teams. Within three years, he was named as the Lead Portfolio Manager and Chief Investment Officer of the Large Capital Value Strategies and the firm’s Focused Value Strategy. At yearend 2010, the Focused Value Strategy was ranked in the top one percentile for the one, three, and five year periods by eVestment Alliance.

Arvind earned his Bachelor’s degree from Georgia State University in Risk Management and has been a Chartered Financial Analyst charter holder since 1993.

Lei Yang, CFA

Lei Yang, CFA

Senior Managing Director - Head of China

Lei Yang has been associated with 13D since 2005. He heads up 13D’s China and Asia macro research as well as individual stock selection. Lei has a deep understanding of the Chinese economy and how the Chinese leadership impacts both the economy and the stock markets. Except China, he is also focusing on Asian Geopolitics, Japan, Infrastructure and Innovation.

Lei was instrumental in 13D’s buy signal on the Chinese equity market in October 2012. He also assisted in 13D’s major call to short the yen and buy Japanese equities in October 2012.Lei also serves as the Editor-In-Chief of the Chinese version of What I Learned This Week Lite, an abbreviated version of the full English version of What I Learned This Week.

Lei earned his Master’s Degree in International Business from Norwegian School of Economics (NHH). Lei is a CFA charterholder.

Trevor Noren

Trevor Noren

Managing Director

Trevor joined 13D in 2015, after a decade and a half in the tech and media industries. His primary focus is on how the algorithmic revolution is transforming industries, cultures, politics, and financial markets. He has led the firm’s analysis of the escalating backlash against big tech, the tech cold war between China and the U.S., and the meteoric rise of rules-based investing, among many others.

He has consulted with top think tanks, news organizations, and investment firms on emerging themes in technology, bringing expertise on consumer trends, market risks, and global technology policy. His analysis has been featured by The Financial Times, The New York Times, and Bloomberg. Trevor believes that when algorithms coexist in complex systems with the subjectivity and unpredictability of human decision making, unintended consequences result. His aim is to recognize and understand those consequences before they manifest.

Prior to joining 13D, Trevor worked as a reporter in the Bay Area, a technical writer for Google, and a Creative Director for Showtime Networks. His work at Showtime was nominated for four Emmy Awards and an Oscar, among many other industry accolades. His expertise in digital transformation and marketing has been instrumental in guiding 13D’s online presence and marketing initiatives.

Trevor holds a BA in English with Honors in Creative Writing from Brown University, graduating in 2003. He is based in Brooklyn, New York.

Damaris Colhoun

Damaris Colhoun

Managing Director

Damaris became associated with 13D in 2015, after more than 12 years working in media and investigative journalism.

Her coverage focuses on the internet, digital trends and culture, and the ethics of new technologies. She writes extensively about how Facebook is changing societies and the disruption of traditional media. Her analysis of the backlash against Big Tech and the rise of authoritarianism has been ahead of much of the news cycle. Corporate consolidation, millennials in politics, and labor movements in the U.S. are other trends she studies closely.

As a journalist, Damaris covered the challenges facing her industry. Her investigations, published by Columbia Journalism Review, ranged from deep-dives on major news outlets to exposes of internet trolls and their networks. After receiving the San Paolo Fellowship from Columbia Journalism School, she worked in Italy as a reporter for La Stampa, one of the country's major newspapers, covering politics and culture.

Damaris graduated from Brown University in 2003 with a B.A. in Comparative Literature. In 2013, she earned a Masters in Arts from Columbia Journalism School. She is a recipient of The Pulitzer Traveling Fellowship.

Anurag Bansal

Anurag Bansal

Managing Director - Southeast Asia

Anurag has been associated with 13D for nearly 10 years. Anurag’s broad work experiences for over 15-years in research, operations, sales, finance and team management sets the foundation for his distinct and unique contribution to the company.  Anurag oversees macro research and idea generation for one of the firm’s top investment themes:  Why India could be the best-performing stock market over the next ten years.  A key focal point of his research and writing is about how technology is helping India leapfrog developed countries. 

Anurag is also instrumental in content creation across many of 13D’s other key investment themes including climate change, emerging technologies and food and water shortages. Additionally, Anurag plays an important role in 13D’s internal corporate deployment of new technologies.

Anurag also directs the firm’s Center of Excellence in Delhi, which provides market research and sales support along with data analytics and industry research support.   

Prior to 13D, while working at one of India’s top research outsourcing firms, Anurag built an extensive background in macroeconomic research and commentary for Emerging markets and earned outstanding performance accolade for his research. Anurag also worked with India Infoline for two years as a capital markets and derivatives dealer—delivering outstanding returns while managing a portfolio of high net-worth clients.

 Anurag earned a bachelor’s degree in Mathematics followed by Masters in Business Administration.

Peng Zhou

Peng Zhou

Managing Director - China

Peng Zhou joined 13D Research in June 2015 as an in-house translator and proofreader. He is now the co-Editor- In-Chief of the Chinese version of What I Learned This Week Lite, an abbreviated version of the full English version of What I Learned This Week. He also performs research on healthcare-related themes and other China-related themes.

Peng graduated from Lanzhou University in June 2004 with a Bachelor’s degree in Life Sciences. He earned his Master’s degree in Translation and Interpreting from Beijing Foreign Studies University in June 2012.

Before joining 13D, Peng had worked as a freelance translator and gained an extensive experience in translation. He was also a partner for a number of renowned language companies.

Tamra James

Tamra James

Associate Research Analyst

Tamra James currently works with the Content Creation Team at 13D where she directly assists Senior Analyst Assistant Woodley Preucil as well as other Analysts and members of the team.

She was formerly employed at the VI Economic Development Authority (VIEDA) in St. Thomas where she monitored and performed audits on beneficiaries as well as wrote preliminary reports on research findings. Prior to VIEDA, she worked at investment management firm, SPCH, LLC, where she conducted extensive research on potential investments and followed quarterly earnings of 200-plus company holdings.

In May 2011, Tamra graduated from the University of the Virgin Islands where she earned her Bachelor’s of Arts in Business Administration with a concentration in Business Management.

Dora Pang

Dora Pang

Associate Research Analyst - China

Dora Peng joined 13D Research in November 2017, as an Associate Analyst.

Dora graduated from School of Communication of Hong Kong Baptist University, where she won a scholarship in outstanding academic performance. Before she came to Hong Kong for her graduate studies, she obtained her Bachelor of Arts degree in English Literature at Ocean University of China.

She now works as one of the editors of the Chinese Lite version of What I Learned This Week. She also works on China-related thematic research projects, such as education, mass media and fashion industry.

Vishu Bajania

Vishu Bajania

Research Associate

Biography coming soon.

Sourabh Choudhary

Sourabh Choudhary

Research Analyst

Biography coming soon.

Shashank Saxena

Shashank Saxena

Research Analyst

Biography coming soon.

Priyanka Seth

Priyanka Seth

Research Analyst

Biography coming soon.

Varsha Maurya

Varsha Maurya

Research Associate

Biography coming soon.

Jincy Jacob

Jincy Jacob

Research Associate

Biography coming soon.

Priyanshu Chibber

Priyanshu Chibber

Research Associate

Biography coming soon.

Anuj Kumar

Anuj Kumar

Research Associate

Bio coming soon.

Saumya Pandey

Saumya Pandey

Research Associate

Bio coming soon.

Diana Forbes

Diana Forbes

Executive Assistant, Chairman

Biography coming soon.

Travis Smart

Travis Smart

Chief Financial Officer

Travis has over 14 years of accounting and finance experience. His association with 13D Research began in 2008. His areas of expertise include tax, international strategy and compliance, financial analysis, modeling and family office services.

Prior to 13D Research, Travis was a tax professional at Deloitte. He was also an analyst at Atlantic Trust Company where he provided finance and investment planning for high value legacy clients.

Travis earned a Bachelor’s degree in Business Administration and Accounting from Idaho State University and a Masters in Taxation from the University of Denver. He is a practicing Certified Public Accountant (CPA).

Brett Baker

Brett Baker

Chief Technology Officer

Brett joined 13D Research in 2017 as Chief Technology Officer. Brett has 25 years of experience in technology, product development, project management, and software implementation.

Brett has been involved in a number of technology startups throughout his career. Prior to 13D Research Brett served as CTO at bswift, LLC, a benefits administration SaaS company. At bswift Brett grew the technology team from 12 to more than 130 developers, designers, product managers and systems engineers and helped guide the company through a $400 million acquisition by Aetna.

Brett earned a Bachelor’s degree in Process Engineering from the University of Illinois at Urbana-Champaign.

Monica Ralli

Monica Ralli

Chief Marketing Officer

Monica joined 13D in 2017 as the Chief Marketing Officer. She has extensive experience in organisation transformation through marketing, sales and business development gained from senior leadership roles in the professional services sector and diverse industry background including technology, finance, management consulting and the legal sector.

She has been a core member and leader of 13D’s Women’s Group since its formation and is passionate about the opportunities and benefits presented in building a stronger and collaborative future between the genders.

Monica also has been heavily involved in developing and running mentoring programmes within global organisations and has co-chaired a number of women’s groups throughout her career as well as closely examining millennial development and engagement in the workplace and speaking regularly on this topic.

Matt Oliphant

Matt Oliphant

Finance Director

Matt has over 15 years of accounting and financial leadership experience. He joined the 13D team in February 2008. His areas of expertise include treasury and investment account management, international banking, financial analysis and reporting, compliance and risk management, as well as strategic planning and implementation.

Prior to 13D, Matt worked as the controller of a startup company, where he implemented and directed the company’s accounting department, offering fiduciary control and cash flow management. While there, he structured new business development and corporate finance deals, was instrumental in funding rounds, and liaised with the board of directors and company shareholders. He began his career in finance working as an investment professional with Fidelity Investments.

Matt earned a Bachelor’s degree in Finance from the University of Utah.

Becca Bitler

Becca Bitler

Associate Accountant

Becca is a recent college graduate. She joined the 13D team in May of 2018, where she is currently building on her areas of expertise in financial reporting and analysis, cash flow management, and international banking.

Prior to 13D Research, Becca started her career at Sturtevants sporting outfitter, in their accounting department. She later began work as a tax accountant at Lallman, Felton, Peterson & Pierce, P.A.

Becca holds a Bachelor’s degree in Business Administration with a concentration in Accounting from Millersville University of Pennsylvania.

Carolina Gomez

Carolina Gomez

Associate Accountant

I have lived in Blaine County for about 19 years. I’m happily married and have two boys, 11 and 5. In 2012, I decided to pursue my career as an accountant. I went to Boise State University and graduated with an Accountancy BBA (Bachelor of Business Administration) degree on May of 2017. After graduation, I worked as a bookkeeper managing the daily financial operations of local businesses. I’m currently enrolled in the Accounting MSA (Master of Science in Accountancy) program at Boise State University, while also studying to pass the CPA exam.

William Davis

William Davis

Associate Accountant

Will joined the 13D team in April of 2018, bringing with him Cost Accounting and Internal Audit experience. Prior to 13D research, Will worked for a heavy equipment manufacturer, where he provided costing and project management services in compliance with international standards (J-SOX). He holds a Bachelor’s of Science degree in Accounting from the University of New York at Buffalo.

Joanna Archibald

Joanna Archibald

Finance Associate

Biography coming soon.

Phil Johnson

Phil Johnson

Senior Security Engineer

Phil has been associated with 13D for over 20 years. In the 1970s, he grew up building computers in his garage in Silicon Valley, where he studied electronics under John McCollum at Homestead High School, the same teacher of Steve Jobs and Steve Wozniak a few years earlier. Aside from computers, his other passion is art. He received his Bachelor of Fine Arts degree from Boise State University, where he graduated Magna Cum Laude with Honors. He is a lifetime member of the honors society of Phi Kappa Phi.

Johnson is fascinated by the “unknown unknowns,” and he believes that understanding the boundary conditions of knowledge is vital to security and threat analysis as technology rapidly accelerates the expansion of our socioeconomic universe. He feels that the geometric relationship of our knowledge to our ignorance was best expressed by the physicist J. A. Wheeler, who wrote: “We live on an island surrounded by a sea of ignorance. As our island of knowledge grows, so does the shore of our ignorance.” Johnson believes it is extremely important to try and chart the evolving perimeters of our ignorance because those are the shores on which Black Swans arrive.

Bill Daniels

Bill Daniels

Director, Relationship Management

Bill joined the 13D team in September of 2017 after spending over 5 years in various sales and account management roles. At 13D Research, Bill focuses on our client care model and establishing an ongoing relationship with our valued clients.

Prior to 13D Research, Bill worked for bswift, a wholly owned subsidiary of Aetna, where he was an Account Executive for large market sales. Bill joined Aetna through the E.E. Cammack Group School sales training program that Aetna has conducted since 1924.

Bill holds a Bachelor of Science in both Finance and Marketing from Philadelphia University. He also holds a Life, Accident, and Health producers license.

Britt Daoust

Britt Daoust

Sales Development Director

Brittany joined the 13D Research team in 2017 as the Demand Generation and Sales Operations Leader. She brings 19 years of experience in building and optimizing business processes along with managing global businesses technology deployments and strategies across marketing and sales.

Prior to joining the team at 13D, Brittany served as Director of Professional Services at Marketo, where she led the North America implementation practice and provided strategic oversight on complex deployments of demand generation technology at large matrixed global organizations. She also brings 16 years of experience from Mercer, where she globally led various parts of marketing and sales. During this time, she focused on sales operations, marketing strategy, campaign implementation, software deployment and demand generation.

Brittany earned a Bachelor’s of Business Administration in Business Management and Marketing from the University of Louisville.

Michael DeRenzo

Michael DeRenzo

VP, Relationship Management

Michael joined 13D in March 2018. Michael focuses on client-relationship management and works alongside 13D’s analysts to help bridge the gap between 13D’s thought content creation and our clients’ specific investment needs.

Prior to 13D, Michael worked at Neuberger Berman as a Client Portfolio Analytics Associate, supporting the Non-Investment Grade Credit teams with AUM over $40 billion. Within this role, Michael oversaw a team of two others and was responsible for providing direct support to the Senior Portfolio Managers of NB’s high yield and bank loans portfolios.

Michael’s experience working alongside asset owners and on the buy side equip him with knowledge about markets and the skills to think like investment managers think, which is invaluable in managing 13D’s client relationships. Michael’s passion for macro investment research and the desire to connect the seemingly unconnectable is what led him to join 13D.

Michael holds a Bachelor of Science in both Finance and Accounting from the University of Illinois at Urbana-Champaign.

Gina Mukherjee

Gina Mukherjee

Managing Director - Europe & India

Gina, who currently resides in London, UK, has worked in Business Development in the Financial Services industry for over 15 years primarily covering European, Middle Eastern regions and prior to that Asia when she was based in India. Prior to joining 13D, Gina worked in companies like Fathom Financial Consulting, Roubini Global Economics, William O' Neil and Euromoney Institutional Investor Group. She has mostly interacted with the buy side, sell side in the financial services sector, corporates and government agencies during her career.

Gina has a bachelors degree with honours in Commerce and Business Management and is also FCA certified.

Doyle Rundell

Doyle Rundell

VP, Relationship Management

Doyle joined 13D in January 2018 after a successful career in managing overall operations for a private family office for nearly 10 years.

Born and raised in Palo Alto, California, Doyle gained extensive experience in coordinating and managing teams across different projects. His experience ranges from managing complex logistics to liaising with the United States Secret Service and Japanese Special Police during Prime Minister Shinzō Abe’s Silicon Valley visit in 2015.

Doyle’s exceptional communication skills, attention to detail, strategic eye and versatile personality make him a seasoned client relationship management professional. His solid work ethic and intrinsic drive to succeed makes him invaluable for 13D and our clients.

Doyle earned a Bachelor of Arts degree from California Polytechnic State University-San Luis Obispo.

Penny Tang

Penny Tang

Managing Director - Asia

Penny Tang joined 13D in January 2019 as Managing Director - Asia, and is responsible for client accounts in the region. At 13D, she focuses on relationship management, serving as the interface between our cutting edge research and clients. Penny was formerly with the Asia Society Hong Kong Center for over 11 years, most recently as Head of Programs and Initiatives where she oversaw all programs to provide insight, address current challenges and create a shared future. Prior to that, she was a frontline reporter, spending a decade at media organizations in Hong Kong, including the dominant television station, TVB, and the public broadcaster, Radio Television Hong Kong. Penny graduated from the University of Leeds in England in Modern Chinese Studies.

Fion Li

Fion Li

Business Development Associate

Fion joined 13D Global Strategy and Research in 2019. Serving as the Business Development Associate, her role is focused on nurturing client relationships and expanding 13D coverage across the Asia-Pacific region. 

Prior to joining 13D, Fion worked in account management in the Corporate Training industry, where she provided talent development solutions to corporates from all sectors and drove new paradigms in the Learning & Development landscape. A language preservation and acquisition evangelist, she is passionate about implementing effective language science in the business world. With her advanced experience in academic Linguistics and practical language education, she was the appointed trainer and speaker for many top-tier corporations. At 13D, she is committed to serve clients with the most exclusive insights delivered to door, so that their investment decisions are made to optimality. 

Fion graduated from SOAS, University of London with a B.A. in Linguistics.

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