Equity Data Science was founded in 2017 by a team of engineers, investors, and data scientists to commercialize an investment process platform for fundamental investors, which has been in use at top investment funds since 2012.
Sandeep Varma, CFA
CEO & CTO, Co-Founder
Sandeep co-founded Equity Data Science in 2017 and serves as the company’s Chairman and CEO. His unique experience includes computer science, fundamental analysis, and data science. Prior to founding EDS, Sandeep was a quantitative analyst at Bridger Capital and a quantitative and fundamental analyst at Herring Creek Capital, a hedge fund founded by Steve Galbraith where he developed a proprietary quantitative platform for idea generation and risk management. Prior to that, he was a quantitative analyst at Credit Suisse where his responsibilities included portfolio and risk analysis and quantitative modeling for the Prime Brokerage and Securities desks. Before joining Credit Suisse in 2008, Sandeep developed and managed trading and risk management systems at Lehman Brothers and UBS. Sandeep received his Master of Engineering in Computer Science from Cornell University and is a Chartered Financial Analyst.
President & CFO, Co-Founder
Greg co-founded Equity Data Science in 2017 and serves as the company’s President and CFO. Greg spent 27 years as a Fundamental Technology Analyst/Portfolio Manager and was an early member of two, billion dollar-plus funds, including WestWay Capital, a tier-one hedge fund and Dietche & Field Advisors, a leading asset manager. He was also a Portfolio Manager at Sage Asset Management and the Founder & Chief Investment Officer of Rock Crest Capital. Greg realized that the financial markets were becoming increasingly complex, and that to be successful, fundamental investors needed to leverage technology more effectively - EDS is a centralized platform, that is easy-to-use, cost-effective and flexible to each funds' unique Investment Process. Greg graduated with a concentration in Finance from the University of Massachusetts, while competing as a D1 athlete.
Chief Data Scientist
Ben joined EDS early on as Vice President of Product and Quantitative Engineering. He started his career as a quantitative analyst at Credit Suisse where he first met Sandeep, our CEO. He went on to lead the analytics group at Shapeways 3D Printing, a prominent tech startup, after which he joined Raveneur Investment Fund as their quantitative analyst. He then went on to Cross River, a venture-backed technology focused bank, to develop their retail banking product and lead the bank's quantitative credit modeling effort. Ben graduated first in his class from Rutgers with concentrations in Math and Physics. He also has a Financial Engineering master's degree from UC Berkeley and a Product Management MBA from Cornell University.
Member of the Board of Directors
Prior to forming Kindred Capital in 2016, Steve was the Founder of Herring Creek Capital, an equity long-short strategy focused on identifying large investment themes and anomalies that will flow through to individual stock selection in liquid equities across the entire capitalization spectrum
Prior to forming Herring Creek Capital in November 2012, Steve was a Partner at Maverick Capital where he had portfolio and general management responsibilities and Chaired the firm’s Advisory Committee.
Before joining Maverick in 2004, Steve was the Chief Investment Officer at Morgan Stanley where he was the top ranked investment strategist on Wall Street in the annual Institutional Investor research poll in 2002 and 2003. Prior to Morgan Stanley, he was a Partner at Sanford Bernstein where he was a highly ranked analyst in the packaged goods industry and the financial services sector. Steve began his career at Chase Manhattan Bank and also worked at Pzena Investment Management. From 1998 to 2008, Steve was an Adjunct Professor at Columbia University Business School, where he taught securities analysis.
Steve serves on the Board of Trustees of Tufts University and the Board of Directors of Narragansett Brewing Company, Pzena Investment Management and the Success Charter Network. Previously he served on the Board of Trustees of the National Constitution Center in Philadelphia and as an Advisor to the Office of Financial Research appointed by the U.S. Treasury. He received his B.A. (Summa Cum Laude) from Tufts University, where he was elected to Phi Beta Kappa.
Steve’s humbling professional experiences include being named one of the most influential people on Wall Street while at Morgan Stanley despite the fact he did not rank in the top three in his own family (of four).
Jon is the founder of Anduril Partners, an investment and advisory firm focused on scaling high potential early stage technology companies. Jon has over 18 years of technology and financial services experience as a portfolio manager, chief data officer, and serving on several board roles including Aiera (advanced, self-learning models, augmented with human insight), Aptiviti (360-degree due diligence platform for leaders and decision makers), Crux Informatics (ETL data delivery platform for the financial industry), Equity Data Science (data analytics process platform as a service), Prattle (automates investment research by quantifying language). He recently served as a board advisor for Kensho Technologies (artificial intelligence for financial services) until the largest acquisition of its kind by S&P Global.
Previously, Jon was the Chief Data Officer at Goldman Sachs Fundamental Equities, the first appointed role in the Asset Management division after demonstrating industry leading return on invested capital metrics as Portfolio Manager on the Technology Opportunities fund (AUM growth from ~$600M to $4B) through a data driven approach. Jon earned a BA in Business Administration from the University of St. Thomas in 2000 and an MBA from the University of Chicago in 2008.
Luke Warford is Co-Founder and President of Parsifal Capital Management. From 2011 to 2018, he was the Chief Operating Officer and Chief Financial Officer for Bridger Management. Prior to becoming Bridger Management’s COO/CFO in 2011, he was the firm’s Head Trader. From 2001to 2004, Luke was an equity trader for Strong Capital Management. Luke graduated from the University of Notre Dame in 2001 with a BBA in Finance and a minor in Theology. Luke was also a member of the Notre Dame men’s varsity tennis team.
Sean Lee has been providing technology solutions to the finance and software industries for over 20 years. Prior to launching a technology consulting firm, Sean was Chief Technology Officer at PointState Capital and previously Co-Chief Technology Officer at Coatue Management where he delivered alpha generating technology platforms to enhance investment management processes. Before working in the alternative investment industry, Sean was a Senior Solutions Architect at IBM helping clients build complex systems.
Les Strauss is a retired senior financial executive with an extensive background in high technology companies. Les retired in 1997 from the position of Chief Financial Officer (CFO) and Secretary at PictureTel Corporation a market leader in video-conferencing equipment. He was CFO for seven years when PictureTel grew from $20 Million in revenues to $480 Million. Les has served on the boards of several venture backed start-ups.