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    Kai Wu

    Founder and Chief Investment Officer at Sparkline Capital

    Kai Wu is the Chief Financial Officer (CFO) at Ra Capital Management, LLC, a prominent investment advisory firm based in Boston, Massachusetts. He has held this position since May 2016, contributing to the management of approximately $3.33 billion in regulatory assets across various client accounts.24

    Professional Background

    • Ra Capital Management: As CFO, Wu plays a crucial role in overseeing the firm's financial operations and strategic financial planning. Ra Capital specializes in portfolio management for pooled investment vehicles and institutional clients.2
    • Previous Experience: Before joining Ra Capital, Wu co-founded and managed Kaleidoscope Capital, a quantitative hedge fund, where he was involved in all aspects of the business from technology to investor relations. He also worked at GMO as part of Jeremy Grantham's asset allocation team, focusing on global macro hedge fund strategies.13

    Education

    Wu graduated from Harvard University with an A.B. in Economics, earning honors such as Magna Cum Laude and membership in Phi Beta Kappa. His thesis examined credit cycles as leading indicators of financial crises.1

    Licenses and Certifications

    He holds several professional certifications, including Series 65 and Series 3 licenses, which qualify him for various roles in financial advisory and trading.1

    Overall, Kai Wu's extensive experience in finance and investment management positions him as a key figure at Ra Capital Management, where he leverages his expertise to drive the firm's financial strategies.

    Related Questions

    What is Kai Wu's background before joining Ra Capital Management?
    How did Kai Wu transition from Sparkline Capital to Ra Capital Management?
    What are Kai Wu's key achievements at Ra Capital Management?
    What is the focus of Sparkline Capital under Kai Wu's leadership?
    How has Kai Wu's experience at GMO influenced his career?
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    Experience

    Founder & CIO at Sparkline Capital since October 2018
    Founding Partner at Kaleidoscope Capital (April 2014 - September 2018), Researcher and Analyst at GMO (2008 - 2013)

    Education

    A.B., Economics (Magna Cum Laude, Phi Beta Kappa) from Harvard University

    Location

    Boston, Massachusetts