90+ years of combined experience
New Age Alpha is an investment management firm based in Rye, New York. We offer diverse investment products based on our proprietary probability-driven h-factor The h-factor measures the probability a company will fail to meet market expectations caused by human behavior. The H-Factor, previously known as the Expectation Risk Factor or ERF investment methodology.
We apply our disciplined and systematic investment approach across all equity styles, capitalizations, regions, and fixed income. We are committed to delivering exceptional outcomes to our clients.
Our firm is owned by its partners and a European pension fund.
Co-Founder Chief Executive Officer
https://www.linkedin.com/in/armen-arus-15619820/
#
Armen Arus is a groundbreaking entrepreneur who co-founded New Age Alpha with Julian Koski, and he currently serves as the company's CEO. Armen is also a member of the Board of Directors and acts as Interested Trustee to the New Age Alpha Trust.#Armen Arus possesses a proven track record across all aspects of company growth and leadership: from early-stage idea generation, to research and funding, to startup and mid to late-cycle development, to successful and efficient exit. With extensive asset management background, strategic planning, product innovation and the delivery of complicated business models and investment solutions, Armen has pragmatic expertise within an intensely competitive investment environment.#Over the past 20+ year partnership with Julian Koski, the duo has combined their abilities to launch and build modern, efficient, and dependable asset management firms. Armen and Julian co-developed New Age Alpha's H-FactorTM methodology, which is at the core of New Age Alpha's investment approach and portfolio solutions. Prior to establishing New Age Alpha, Armen and Julian co-founded Transparent Value, which was successfully sold to Guggenheim Partners in 2009. At Transparent Value, Armen and Julian invented the Required Business Performance (RBP), the investment process that formed the foundation of the firm. Armen was instrumental in launching, organizing, operating, and selling the asset management business which included mutual funds, separately managed accounts, hedge fund, indexes and UITs. This enterprise included a successful outsourcing unit, personally constructed by Armen, composed of approximately 250 analysts and technology professionals. Armen also served as president of the mutual fund trust, portfolio manager and managed the funds relationships.#Armen began his career at Lehman Brothers' CMBS group, then later joined the Acquisition Finance group at JPMorgan Chase, focusing on financing solutions for financial sponsors. Armen is a graduate of New York University Leonard N. Stern School of Business with degrees in Finance and Information Systems.
Co-Founder Chief Investment Officer
https://www.linkedin.com/in/juliankoski/
https://twitter.com/juliankoski
Julian Koski is an innovator and entrepreneur who co-founded New Age Alpha with Armen Arus, and he currently serves as the company's Chief Investment Officer. Julian is a member of the Board of Directors and he leads New Age Alpha's investment process, business development, marketing and distribution efforts across all product offerings and investor groups. #Julian possesses deep financial expertise that includes the conceiving, building, and marketing of a range of successful financial firms, the first of which he sold to Ernst & Young at the age of 29. Over the course of his career, he has built and managed an investment bank, an asset management firm and a private equity fund that invested in healthcare, financial services, media, and entertainment.#Over the past 20+ year partnership with Armen Arus, the duo has combined their abilities to launch and build modern, efficient, and dependable asset management firms. Julian and Armen co-developed New Age Alpha's H-FactorTM methodology, which is at the core of New Age Alpha's investment approach and portfolio solutions. Prior to establishing New Age Alpha, Julian and Armen co-founded Transparent Value, which was successfully sold to Guggenheim Partners in 2009. At Transparent Value, Armen and Julian invented the Required Business Performance (RBP), the investment process that formed the foundation of the firm. Julian was instrumental in leading all product marketing and distribution strategies through the broker-dealer and wirehouse channels, as well as the full range of asset management intermediaries and institutional investors.#Driven by his love for nature, Julian is spearheading the shift to impact tourism which focuses on building leisure properties around the world that appeal to both the investment needs and tourism needs of the ultra-high net worth - all of which have at their heart a social and conservation importance. The ultimate mission is to invest and build luxury hospitality businesses that give back directly and help protect the communities they are located in. Most recently, Julian built, owns, and operates, Kubili House, a luxury safari lodge in South Africa's Greater Kruger National Park.
Konstantin Tourevski, CFA
Managing Partner Investments
https://www.linkedin.com/in/konstantin-tourevski-8b736/
Konstantin Tourevski, CFA leads New Age Alpha's Long/Short and Fixed Income strategies. Since joining in 2019, he has been responsible for developing our H-FactorTM  -based fixed income capabilities and enhancing our long-short strategy. Konstantin brings experience and relationships from 20 years of trading and managing portfolios, utilizing that experience across New Age Alpha's products, including the Hedge Fund, SMAs, indices and ETFs. He oversees all aspects of the Long/Short strategy including marketing, operations, portfolio and risk management.#Previously, Mr. Tourevski was employed at Loews Corporation for 16 years. After joining their investment team as a research associate, he went on to hold a number of roles with increased responsibility encompassing research, trading and portfolio management within multiple asset classes. He developed Loews Corporation's credit derivatives and synthetic fixed-income capabilities. As High Yield Bond Portfolio Manager, Konstantin was part of a team of senior managers setting the firm's overall investment strategy. During his tenure, Konstantin oversaw billions in assets under management.#Prior to Loews Corporation, Mr. Tourevski worked in fixed-income research at JP Morgan Investment Management, where he focused on issuers in technology, telecom, media, gaming, and leisure industries. Konstantin has served on fund advisory boards, creditor committees and has been a guest lecturer at Columbia Business School.#Mr. Tourevski is a CFA charterholder and has earned a BA in Economics from New York University, summa cum laude, and an MBA from Columbia Business School.
Gennadiy Khayutin
Managing Partner Direct Indexing
Gennadiy leads New Age Alpha's Direct Indexing efforts. As a founding member of the management team at Transparent Value, Gennadiy has worked with Armen and Julian for over 16 years.#Before New Age Alpha, Gennadiy was the CEO of AWSM Bank. Previous to this, he played a key role in the founding and eventual acquisition of Transparent Value. He has worked at Goldman Sachs, Not-for-Profit Healthcare and Higher Education and a fixed income E-commerce group. While doing so, he has also acted as an Angel Investor in a variety of companies focused on cybersecurity, immersive remote presence and fintech.#He graduated Magna Cum Laude from New York University and has a keen interest in the transformative power of technology.
Hugo Chang, CFA, FRM
Senior Managing Director Index Development
https://www.linkedin.com/in/hugo-c-70362b7/
Hugo leads the creation and maintenance of New Age Alpha's indices. He is responsible for researching, developing and implementing products in fixed income and global equity securities that employ New Age Alpha's H-FactorTM methodology across the full set of company products. #Before New Age Alpha, Hugo held similar responsibilities at Invesco Indexing, and as Vice President for Guggenheim Partners. Specifically, he led index research efforts and developed rules-based investment strategies for mutual funds, ETFs and SMAs, and played a key role in building a quantitative, multi-asset index research platform that allowed historical back-tests and live day-to-day index operations.#Previously, Hugo served as Senior Research Analyst for S&P Dow Jones Indices and was instrumental in custom index research and analytics.#Hugo has a master's degree in Financial Engineering from the University of California, Berkeley. Hugo is a CFA charterholder and Financial Risk Manager.
Carl Isernhinke
Managing Director Investments
https://www.linkedin.com/in/carl-isernhinke-37527423/
Carl is a Managing Director of Investments at New Age Alpha, focusing his efforts on research and investment themes.#Carl began his career as a derivatives and quantitative analyst for an actuarial consultancy. He co-founded and listed his first asset management company, PSG Escher Multi-Manager, at the age of 26. Since then, he has built up and managed several asset management companies. He setup a structured products division for ABSA and held the position of Chief Investment Officer at Sasfin.#Carl graduated BSc Honors in Actuarial Science and received the Johannesburg Stock Exchange's Spire Innovation Award for creating and listing the first South African Bond Exchange Traded Fund. #When not crunching numbers, Carl trains in the cirque arts. He is an accomplished aerialist, specializing in trapeze and he co-founded The CIRK, a cirque style acrobatic performing arts company as well as a non-profit project - the Jozi Circus School. The project teaches performance acrobatic skills to those in need with the hope of the opportunity to work in the performance industry.
Gregory Brushett
Managing Director Distribution
https://www.linkedin.com/in/greg-brushett-01217230/
Greg leads New Age Alpha's retail sales team and focuses his efforts on RIAs and IBDs.#Prior to New Age Alpha, Greg was a financial advisor at Raymond James where he focused on business development and portfolio construction. Before Raymond James, Greg was an investment consultant on the UBS Asset Management sales desk where he worked with mutual funds, separately managed accounts and alternative investments.#Greg holds the AAMS designation and has a Bachelor of Business Administration in Finance from Iona College. In his spare time, he enjoys hockey and golf.
Gerry Hoyme
Managing Director Insurance Partnerships
https://www.linkedin.com/in/gerry-hoyme-189a6513/
Gerry is a part of New Age Alpha's sales team where he focuses largely on Insurance Partnerships and related investors.#Prior to New Age Alpha, Gerry worked with Armen, Julian and other key professionals at Guggenheim Partners and Transparent Value. Immediately prior to New Age Alpha, Gerry worked at McGuinness & Associates, and has also enjoyed stops at Morgan Stanley, Rothschild Asset Management and Security Benefit.#Gerry attended Santa Clara University with a major in History and the University of Southern California with a major in International Public Administration. His professional licenses include Series 6, 22 and 63 as well as Life Insurance. In his spare time, Gerry enjoys skiing, hiking, fly fishing, and reading.
Saravanan Sivaguru
Senior Managing Director Technology
Charles Hamparian
Consultant Technology
Keith Kemp
Senior Managing Director Fund Operations
https://www.linkedin.com/in/keithdkemp/
Keith heads corporate and fund operations for all New Age Alpha's investment products, including indexes, separately managed accounts, hedge fund and ESG offerings. He developed, documented, and implemented controls, processes and procedures for all funds and related operational activities, in addition to shareholder servicing, performance reporting, portfolio relationship management, and cash management.#Previously, Keith was a Managing Director of Guggenheim Partners and Transparent Value, LLC, and Chief Financial Officer of Guggenheim Specialized Products, working with Armen, Julian and other members of New Age Alpha. #Before Transparent Value and Guggenheim Partners, Keith was Chief Operating Officer at Macquarie Capital Investments Management LLC where he was responsible for fund accounting and administration oversight, middle office operations and FX/cash management for open and closed end mutual funds, hedge funds and institutional accounts.
Michael Semack
Senior Managing Director General Counsel and Chief Compliance Officer
https://www.linkedin.com/in/michaelsemack/
Mike leads New Age Alpha's legal team. He has over two decades of experience in corporate and ongoing SEC compliance matters, as well as public offerings, reorganizations, sales of stock and assets representing buyers and sellers (public and private, international and domestic), and acquisitions and divestitures through mergers and tender offers. #In addition to corporate and securities law, he has worked in commercial lending, construction finance, licensing, mergers and acquisitions, commercial litigation and appellate practice.#Previously, Mike was the General Counsel and Chief Compliance Officer of BPV Capital Management LLC an SEC registered investment advisor that managed a family of funds, and accounts with over $2B of assets under management. Previous to that, he specialized in transactional corporate and securities practice at Solomon Blum Heymann LLP. Mike graduated from Brooklyn Law School with his JD and the University of Michigan with his BA and is admitted to practice law in multiple states.#Mike played college hockey at the University of Michigan for legendary coach, Red Berenson and he is an avid sports fan, in general, and specifically a diehard fan of the Michigan Wolverines.
The website you are accessing is created and maintained by another entity. We make no representation or warranty with respect to the information contained on the site or that it is appropriate in all jurisdictions or countries, or for use by all investors or counterparties. The products and services discussed at this site may not be appropriate for sale or use by all investors or counterparties. By providing this link, we are not providing you with investment advice or offering securities for sale to you. All persons and entities that access this site do so on their own initiative and are responsible for compliance with applicable local laws and regulations.
© 2024 New Age Alpha LLC. All Rights Reserved. CC: NAA10183D | SKU: 10234
We use cookies to enhance your experience on our site. By carrying on browsing this site, you give consent for cookies to be used. For more details, read our Privacy Policy.
The website you are accessing is created and maintained by another entity. We make no representation or warranty with respect to the information contained on the site or that it is appropriate in all jurisdictions or countries, or for use by all investors or counterparties. By providing this link, we are not providing you with investment advice or offering securities for sale to you.