GARETH SHEPHERD

Co-Founder and Partner, Global Equities, G Squared Capital LLP

Gareth is an engineer by training and has a PhD in expert systems (a branch of artificial intelligence). He is a CFA Charterholder and has 14 years of experience in risk and asset management. He also holds a Certificate in Value Investing from Columbia University.

Before entering finance he developed knowledge acquisition software to tackle classification problems in epidemiology. In 2003 he began applying quantitative tools at Insurance Australia Group ($12BN AUM). He was awarded a UN Assoc. triple-bottom line award and was granted a World Economic Forum Fellowship (WEF/Davos), completing a Masters degree with Columbia University, London Business School and INSEAD.

 

PROFESSIONAL EXPERIENCE

2011 – present G Squared Capital LLP
Portfolio Manager, Global Equities

G Squared Capital was established in 2011 to bring to market the proprietary systematic investment process developed by the founders over ten years. G2’s system applies the latest in machine learning and artificial intelligence to stock selection. Specifically, the firm applies Deep Learning technology to rich datasets of fundamental, governance, technical and macro factors to identify predictive patterns.

2009 – 2011 IJ Partners SA, Geneva, Switzerland
Co-Portfolio Manager, Equities

Co-led investment strategy to exceed target absolute returns in global equity portfolios for a boutique family office and fund manager. Analysed exposure to market and portfolio risk, including scenario analysis and stress testing of equity portfolios. Successfully implemented proprietary quantitative tools for fundamental stock selection.

2002 – 2006 Insurance Australia Group (IAG), Sydney, Australia
Group Manager, Risk Services

Managed a team of 26 analysts and US$ 5.8 million budget at multinational organization ($10 billion market cap, $15 billion AUM. Led the successful collaborative development and commercialization of a unique quantitative risk tool, Risk RadarTM which was awarded the IAG Excellence Award and United Nations Australia Triple Bottom Line award in June 2005 (IP was valued at over $5.5 million)

1997 – 2002 InterSafe Group Ltd, Brisbane/Sydney, Australia
Forensic Engineer and Risk Consultant

After graduating in engineering, started a niche risk business which grew rapidly from humble beginnings, ultimately serving clientele such as law firms, VISA, Shell, Rio Tinto, Westfield.

 

POST-GRADUATE EDUCATION

2006 – 2009 World Economic Forum (WEF) Executive Masters Programme
Executive Masters degree sponsored by WEF (Switzerland), with London Business School, Columbia University (New York) and INSEAD (Fontainebleau)

2005 – 2007 Chartered Financial Analyst ® (CFA Charterholder)
Wrote the three CFA exams consecutively from December 2005, and accepted into the Swiss CFA Society and New York Society of Security Analysts

2000 – 2005 Doctor of Philosophy, University of New South Wales, Sydney
Awarded a Master of Applied Science (Risk) and cross-discipline PhD under Commonwealth Postgraduate Scholarship, both alongside full-time work

 

OTHER EXPERIENCE

Institutional Investors: while a WEF Fellow, oversaw partnerships at Davos with the world’s leading pension plans, sovereign funds and hedge funds (community AUM over US$4 trillion); co- authored the flagship Global Risk Report, highlighting the risks of an asset price collapse, oil price shock and a slowing China in early 2007

Speaking: has addressed audiences at the World Economic Forum (Davos, Dubai, India, China), World Bank (Washington DC), CFA Institute (London), Chamber Business Networks (Stockholm), Crisis and Risk Network (Switzerland), Australian Leadership Retreat (Hayman Island), Risk Management Institute (Perth), and has been interviewed on CNBC, Al Jazeera and the BBC.