OpenInvest is a team of exceptional financial and impact experts dedicated to revolutionizing finance. We share the core values of honesty, transparency, and empowering you. Ask us anything!
Conor has spent more than a decade in finance and finance technology, including as an investment banker at Morgan Stanley and ultimately leading teams of engineers in architecting, designing, and building next-generation investment systems at Bridgewater Associates, the world's largest hedge fund. Conor served as senior technologist and was responsible for the technology behind the firm's portfolio construction and risk control systems, which optimized investments across all the firm’s funds and dozens of separately managed accounts totaling more than $150 billion. While there, as the technical lead responsible for automating portfolio construction, management, analytics, and optimization, his work ranged from algorithm formulation (portfolio risk control, optimal position management, trade pacing, and risk optimization) and portfolio analysis on the investment side to solution architecture, implementation, and support on a wide array of platforms and technologies. The systems Conor built handled thousands of daily signals, all major products and asset classes, and thousands of trades per day in all major global markets. Conor graduated from MIT in Math and Computer Science.
Phillip Wei has designed and built automated trading systems for some of the world's largest hedge funds, including Bridgewater Associates and Blue Mountain Capital. He was responsible for the first use of Linux and C++ at Bridgewater, working with a senior trading analyst to build the platform used to trade all equities and futures. His systems enabled Bridgewater to trade more than 100 times the volume it could handle on its previous platform, eventually totaling billions of dollars a day and supporting Bridgewater’s growth into the world’s largest hedge fund. He then developed and built out a quantitative trading platform at Blue Mountain Capital designed to execute many simultaneous strategies. Phillip went on to co-found Deliveroo, an international food delivery startup, which is now valued over US $1 Billion. Phillip holds a BSE in Computer Science from Princeton University.
Josh joins the team after a decade in sustainable finance, including the last six years at the World Wildlife Fund (WWF), the world’s largest environmental organization, where he managed the Sustainable Finance Program. His experiences include having authored numerous reports and articles (including, among other widely used frameworks, The 2050 Criteria: Guide to Responsible Investment in Agricultural, Forest, and Seafood Commodities), developed new financial products in public and private equities, spoken at dozens of conferences, led partnerships with UNPRI and other global bodies, helped broker the historic BEI Soft Commodities Compact with a dozen of the world’s largest banks, and helped develop widely utilized ESG data scoring systems for public equities. In the past, Josh has also worked with Root Capital, where he expanded the impact lending portfolio to Southern Africa; the Rainforest Alliance, where he created the new pricing and business model; and Conservation International, where he, as a much younger man, tracked tigers and other endangered species in the Cambodian jungle. He holds a BA from Harvard and an MBA from NYU Stern, where he was a Reynolds Fellow in Social Entrepreneurship.