Sean Wolpert

Experience

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  Citigroup

  Jul 2007 - Jul 2013

  Set global investment strategy for $100bn+ in advisory and discretionary portfolio mandates, defined investment themes and issued recommendations for all investment professionals; maintained the global market outlook and set capital market assumptions; participant on Global Investment Committee; lead strategist reporting directly to the global CIO * Co-led the development and implementation of a proprietary strategic asset allocation methodology, including liquid and illiquid asset classes; served as the foundation for all model portfolios across the Citi franchise * Member of the Global Investment Themes Committee and Asset Allocation Steering Committee, both were cross-business initiatives to drive innovation in product development and client communication * Presented market views to clients and prospects and contributed to external investment strategy publications * Seconded to multi-billion € family office Show less

  • Vice President - Global Investment Strategist

    Jan 2011 - Jul 2013

  • Assistant Vice President - Senior Investment Analyst

    Jan 2010 - Dec 2010

  • Analyst - Investment Analyst

    Jul 2007 - Dec 2009
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  Rubicon Fund Management LLP

  Sept 2013 - Mar 2020

  Conceptualised, designed and built a systematic global multi-asset fund driven by an innovative and non-parametric process of value and momentum that is rooted in over 100-years of market data. * Launched on 1 Feb 2016 * High conviction and benchmark agnostic portfolio construction with an objective to achieve efficient long-term capital growth with a vigilant focus on downside risk * Top decile performance since inception. Morningstar rating varied between 4 and 5 stars * Wrote and published the monthly newsletter as well as thematic white papers Show less Lead strategist for Chief Investment Officer and the portfolio management team, reported to the Head of Research. * Produced actionable trade recommendations across FICC and equities for G20+ economies, with a particular interest in the “other G10” (SEK, NOK, AUD, NZD) and emerging markets * Set the global macroeconomic view which was strongly rooted in traditional flow of funds analysis, constructing contemporaneous and leading indicators by region and country * Created a daily cross-asset report to monitor features such as: price momentum, carry dynamics, volatility profiles and derivative pricing * Tracked central bank communications to detect shifts in policy bias and subsequent trading opportunities * Maintained a strategy deck for the portfolio management team, a version of which was distributed externally * Directed the third-party research budget and relationships Show less

  • Chief Investment Officer (The Dynamic Fund)

    Sept 2013 - Mar 2020

  • Portfolio Manager (The Global Fund)

    Jan 2016 - Feb 2019

  • Global Macro Strategist

    Sept 2013 - Dec 2015
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  Infinity Investment Partners

  Jun 2020 - Dec 2020

  Investment Officer
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  Private Investment Company

  Mar 2021 - now

  Group Chief Investment Officer
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  DEEP

  Jun 2023 - now

  President