Luyi Zhao

Luyi Zhao is the Director of Product Management at Tegus, a role he has held since November 2021.1 Here's a comprehensive overview of his professional background:

Career History

Current Role: Luyi currently serves as the Director of Product Management at Tegus, a company in the Information Technology and Services industry.1

Previous Positions:

• Co-founder of BamSEC: Luyi co-founded BamSEC, a leading software platform for working with SEC filings and earnings transcripts. He sold BamSEC to Tegus in 2021.23
• Founder at Capseek (2015)1
• Associate at Goldman Sachs (2011-2015): Luyi worked in the Special Situations Group, focusing on multi-strategy investing.1

Entrepreneurial Success

Luyi's entrepreneurial journey is highlighted by his co-founding of BamSEC. The platform became a prominent tool for professionals working with SEC filings and earnings transcripts. The success of BamSEC led to its acquisition by Tegus in 2021, after which Luyi joined Tegus to help lead product development.2

Education

Luyi Zhao attended Harvard University, where he earned a Bachelor's Degree in Applied Mathematics and Economics.4

Skills and Expertise

His background suggests expertise in:

• Product management
• Financial technology
• SEC filings and earnings transcripts
• Investing, particularly in public equities and distressed debt
• Valuation and financial modeling1

Current Focus

At Tegus, Luyi is likely involved in shaping the company's product strategy, particularly in integrating and enhancing the BamSEC platform within Tegus' broader offerings. His experience in both finance and technology positions him well to drive innovation in financial data and research tools.

Luyi Zhao's career trajectory showcases a blend of finance, technology, and entrepreneurship, culminating in his current leadership role in product management at Tegus.