Professor Sharath Sury is the Executive Director of SIFIRM–a private investment collective and associated foundation that sponsors initiatives that has brought together some of the most innovative scholars (including Nobel Laureates and pioneering academics), substantial investors, and practitioners (leading CEO’s and institutional investors) in financial economics to solve problems in risk management, portfolio optimization, and behavioral finance. Professor Sury also serves as a Lecturer in Finance at San Diego State University.
Prior to SIFIRM, Professor Sury served as the Dean’s Executive Professor of Finance at Santa Clara University and continues as a Visiting Scholar and Adjunct Professor of Economics at the University of California, where he has taught investment theory, corporate finance, applied portfolio management, and endowment management. He is the recipient of numerous teaching accolades, including DePaul Univesity’s Seiden Award, Santa Clara University’s ACE Outstanding Faculty Award, and the Leavey School of Business Extraordinary Faculty Award. In addition, he served as the principal faculty advisor to Santa Clara University’s Venture Capital Investment Team, which won the highly coveted Entrepreneur’s Choice Award.
Professor Sury also serves as an Executive Advisory Board Member of the University of California’s proposed School of Management in Silicon Valley, the Arditti Center for Risk Management in Chicago, the Sury Initiative for Global Finance and International Risk Management at the University of California (SIGFIRM), and the UCSC Center for International Economics. He is also involved in several corporate boards, including in the fields of media/entertainment, energy, and finance.
As an internationally recognized expert in the fields of portfolio theory and risk management, Professor Sury is a frequently invited speaker at various prominent venues, including for the AIMR-CFA Institute, Financial Research Associates, FinanceIQ, Wealth Management Summit, Private Banking India (Chairman), Circle of Finance Opportunities at DePaul University, and the University of Chicago. His research on the optimization of traditional and alternative investments is featured in the highly acclaimed anthology, “Essential Readings in Applied Financial Economics.”
Professor Sury has been quoted as an expert source in Bloomberg, Wealth Manager Magazine, Fund Strategy Magazine, Lipper, MindWorks, San Jose Business Journal, Crain’s Chicago Business, and Hedgeworld, among others. His current research interests include alpha identification and the disintermediation of non-value added investment managers, with proprietary techniques and strategies he pioneered in the late 1990s and early 2000s.
Over the past two decades, Professor Sury has served as a trusted adviser to some of the nation’s wealthiest family groups and private organizations, including nearly a dozen of the Forbes 400. Prior to retiring from the investment management industry, Professor Sury organized and led a nationally ranked multi-billion dollar wealth management firm (according toWealth Manger Magazine, Financial Advisor Magazine, and the Bloomberg Wealth Manager Survey) and a highly respected institutional broker dealer organization. Over the years, his professional investment R&D teams—comprised of researchers with Ph.D.’s and other advanced degrees—have developed state-of-the-art techniques and strategies for client-optimized portfolio management and best trade execution.
In the 1990’s, he also built and led one of the most successful and fastest growing wealth management practices as a Vice President at Goldman, Sachs & Co., where he advised a niche group of prominent, ultra-wealthy clients representing several billion dollars in investment assets spanning equities, fixed income, and alternative investments. During his tenure at Goldman Sachs, Professor Sury also taught several classes of incoming Goldman Sachs Financial Analysts on topics ranging from portfolio analysis to financial accounting.
Professor Sury had previously served in special advisory and enforcement capacities for both Federal/local government agencies (Organized Crime Task Force, Austin Police Dept., and the District Attorney’s CID), and also held technical positions with International Business Machines (IBM), Lockheed Missiles & Space Co. (C3I and SSD), and the MCC R&D Consortium. For his achievements in these roles, he has been highlighted in the media and awarded a variety of honors, among them the prestigious IBM Austin Excellence Award, Lockheed’s Space Systems Division Commendation, and the SCC District Attorney’s Letter (for his service in the elite High Technology/Economic Crimes Unit).
Professor Sury received his MBA (High Honors and Beta Gamma Sigma) in Finance & Statistics from the University of Chicago’s Graduate School of Business. He earned his undergraduate degree in Economics (High Honors and Phi Beta Kappa) from the University of California, where he also held teaching assistantships in Macroeconomic Theory and Statistical Analysis. In 2003, Sury was featured in Crain’s Chicago Business “40 Under 40: Chicago’s Rising Stars,” for his professional accomplishments.
On a personal note, Professor Sury enjoys giving back to the community, through such efforts as Junior Achievement, Habitat for Humanity, Starlight Starbright Children’s Foundation, and the South Shore Drill Team. He has also served on the Board of Directors of the Medical Research Institute Council of Children’s Memorial Hospital, and the GSB CEO Roundtable. Based in part on his specialized experience in law enforcement (criminal investigation), he currently serves on the Santa Clara Co. Sheriff’s Advisory Board, was appointed as a Santa Clara Co. (Hon.) Deputy Sheriff, and sits on the Executive Committee of the San Jose Police Officer Association’s Charitable Foundation.