TEAM & BOARD

TEAM

Ajeya Patil – Equity Analyst

Ajeya has experience in equity research covering global companies and has previously worked with US-based GlobeFlex Research.  Ajeya completed his MBA in Finance and has received his Bachelor of Engineering degree, both from Pune University.  He is also presently a CFA Level 3 and FRM Level 1 candidate.  At Evaluate, Ajeya is focused on researching companies in a disciplined and objective manner.

Pooja Burgul – Business Development and Marketing Manager

Pooja has a multitude of experience in business development and marketing in various service industries, including having worked with Bajaj Capital.  She completed a Bachelor of Engineering degree at M.I.T., and an MBA from the Indira Institute of Management, University of Pune.  In addition, she has attained certification in Capital Markets and the Mutual Fund Industry from the National Stock Exchange.  At Evaluate, Pooja is focused on creating and maintaining strong client relationships and ensuring the firm maintains the highest quality and compliance standards.

 

ADVISORY BOARD

Sandy Mehta, CFA – Founder & CEO of Value Investment Principals, HK/India

A Wharton alumnus, Sandy has 25+ years of experience in the asset management and investment research industry. He has managed two 5-Star Mutual Funds, including a “flagship” $15 billion Global Fund, launched a $200m Hedge Fund, and a global research advisory service.  He is extensively quoted in the financial media.

Larry Ioffredo – Senior Fund Manager, First Eagle Investment Management, New York

New York-based First Eagle, with over US$100 billion in assets, is one of the most renowned global money management firms with an outstanding long-term track record.  A Wharton alumnus, Larry has over 25 years of investment experience focusing on international markets.

Glen Kleczka, CFA – Founder & CEO of InView Investment Management, Chicago

Prior to founding Chicago-based InView, Glen was a Founding Partner at Brinson Partners [now UBS Global Asset Management, $150bn in then assets], and Founder of the Value practice at William Blair & Co.  Glen has managed a 5 Star Fund and won Morningstar’s prestigious Mutual Funds “Best in Class” Award.