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Sharath Sury
Sharath Sury
Dean's Executive Professor of Finance
SUMMARY:

PROFESSIONAL SUMMARY:

As Founder of the Initiative for Financial Innovation & Risk Management at Santa Clara in California, Sharath Sury imbues his work with a diverse and successful background in a wide range of industries. While a teenager growing up in Austin, Texas, Sharath Sury spent much of his tim ... read more

PROFESSIONAL SUMMARY:

As Founder of the Initiative for Financial Innovation & Risk Management at Santa Clara in California, Sharath Sury imbues his work with a diverse and successful background in a wide range of industries. While a teenager growing up in Austin, Texas, Sharath Sury spent much of his time learning computer languages and gaining proficiency as an expert programmer. During that time, he became adept at programming in over 5 different computer languages. As a result of his drive and skill, Sharath Sury gained the attention of Lockheed, Missiles & Space Co., who recruited him to work on projects related to then-President Ronald Reagan’s Star Wars missile defense program. At the young age of 15, Sharath Sury helped create mathematical models intended for use by the U.S. government to calculate the functions necessary to exhibit the interception of ballistic missiles.

By the time he entered college, Sharath Sury shifted his focus to finance and economics, having witnessed the dramatic, sweeping effects of the stock market crash in 1987. As an undergraduate at the University of California, Sharath Sury majored in economics and took part in student government. An exemplary student, Sharath Sury graduated with Highest Honors (summa cum laude) from the University of California, additionally earning both Merrill College Honors and membership to the Phi Beta Kappa honor society. In addition, Sharath Sury served his fellow students at the University of California as a Teaching Assistant in statistical analysis and macroeconomic theory.

After earning his BA in Economics from the University of California, Sharath Sury served in the Criminal Investigation Division (Economic Crimes Investigation Unit) of the Santa Clara County District Attorney’s Office and helped the new High Tech Crimes Investigation Unit (which has since served as a model for other law enforcement agencies around the country). Afterward, he gained admission to the University of Chicago Graduate School of Business, where he focused his studies on Finance and Statistics. Upon receipt of his MBA (with high honors), Sharath Sury entered the professional world as an Associate with Goldman Sachs. For several years, Sharath Sury ascended the ranks at Goldman Sachs, eventually becoming a Vice President in its elite Investment Management Division. Honing his specialty in this niche market, Sharath Sury earned recognition as an expert advisor to extremely affluent and high profile clients, which ultimately led him to form the acclaimed S4 Capital in Chicago.

Now retired from the investment advisory business, Sharath Sury serves as the Dean’s Executive Professor of Finance at Santa Clara University. Sharath Sury also holds adjunct professorships at the University of California and DePaul University.

-- Be Sure To Stay Current w/Sharath Sury's Latest News and Events! (See Below)

CURRENT NEWS:

As Posted On Blog.SuryOnline.net:

The historical, 1st annual SCIFIRM Conference was last week at SCU in the . We talk to the Founder and Director of SCIFIRM in Santa Clara, Professor Sharath Sury.

Sharath Sury Speaks at the May 15th Santa Clara Initiative for Financial Innovation and Risk Management Conference. Sharath Sury, Executive Director and Founder of SCIFIRM and Dean's Executive Professor of Finance at SCU, headed the two day conference "The Value of Values" and was scheduled as follows:

The Director, Sharath Sury, and SCIFIRM website emphasized a diverse, and unique roster of speakers from America and Europe whose studies are "groundbreaking scholarship...As an example, only four published studies have demonstrated long-term performance benefits using social investment principles; authors of three of those papers—Derwall/Guenster, Barber, and Statman—will be presenting at this conference."

Sharath Sury briefly commented on the Conference afterward saying that he was very pleased discussions and insight that was contributed to the forum. Professor Sury also thanked the sponsers, Calvert Investments and Nelson Capital.

Professor M. Sury, Sharath Sury's father, who also attended the two-day conference said that he is very proud of his son and of everyone's efforts toward the initiative, as a whole.

Mr. Sharath Sury also provided us with the link that all of the presented material will be posted on :

http://www.scu.edu/business/scifirm/c...

Special thanks to Professors Sharath and Manda Sury for taking the time to brief us on the conference, and we look forward to hearing their in-depth thoughts and insight in the near future. Please check out www.blog.suryonline.net for all of the latest news and events regarding Sharath Sury, and drop us a line!

SOURCE SURYONLINE.NET
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PAST NEWS:

“THE BASICS” With Mr. Sharath Sury – part 1 of 10
Posted by Everything-Finance.net 5/13/2010 2:55 PM

The following contains excerpts from an interview with Mr. Sharath M. Sury on 05/11/2010. Although I was nervous (as any fan would have been), struck with awe and inspiration over the simplest of words being spoken by my role-model, Professor S.M. Sury remained humble and was pleased to help as always. Part one of a ten part series begins below.

Recently, I sat down with Professor Sharath M. Sury, 38, whose career in professional finance began after earning an MBA with High Honors from the University of Chicago. I met with Mr. Sury to discuss some of the more common questions the Forum has been asked when students first begin learning finance on a high school or collegiate level.

With an impressive resume that we all hope to emulate (if at all possible), Sharath Sury remains a highly sought after source of financial information and education – and even more so after his recent retirement as CEO from S4 Capital, LLC. Often, we receive emails asking us the definitions of commonly used lingo on Wall Street, and while we realize that these terms may be commonplace on The Street, the average layman’s dialogue may only encompass these words when speaking of sports, or perhaps casually pondered when succinctly mentioned on the evening news.

Let’s briefly explore the intricacies of both “Bull Markets” and “Bear Markets” with valuable explanations from the revered Professor Sharath Sury, and for the sake of: 1) those who have never become familiar with the terms; 2) those who wouldn’t mind a refreshing reinforcement of the terms; 3) avoiding the misuse of commonly used terms while gaining an understanding of the fundamentals for each type of market label; and 4) simply wanting to include “Everything Finance” on Everything-Finance.net.

After asking Professor Sury if he would be kind enough to help us again (as he did with his acclaimed explanation of the Alpha), he agreed without hesitation, and asserted his willingness and desire to help as many students and enthusiasts as time allowed, without regard to how easy or difficult questions will be, and without concern to how much finance education any particular individual has. It is our hopes that having such credible and trusted authorities (like Profs Sharath and Manda Sury ) answering some of our forum newbies’ most common, basic questions will support the members’ faith and belief that there really is ONE place online to have your questions answered by experts in finance [shameless plug: Everything-Finance.net]; that novices, intermediates, or advanced students should never hesitate to ask questions – no matter how “ridiculous” others may deem those questions to be. Professor Sury emphasized that no question is “silly”, or beyond a worthy and accurate explanation by recognized professionals and venerated field experts (as all serious students should have access to). We both agree that this additional avenue of communication is a necessary component in Sharath Sury’s Initiative to bring instructors, professionals, and students together in an effort to help facilitate a new, cautious, and responsible generation of finance enthusiasts that will soon shape the economy of our future.

So, with as much control over my admiration for Professor Sury as I could manage (without being blatantly obvious that I may have been too excited to conduct the interview), I asked him to explain what exactly “Bull” and “Bear” Markets are, and suggested that it could help if he described some of the characteristics associated with each.

Prof. Sharath Sury gave me a reassuring smile and replied, “A ‘bull’ market can be defined as a market in which a particular asset class (e.g., equities or stocks, fixed income or bonds, or commodities, etc.) is experiencing a secular or long term rise either in absolute terms or in relative (to other asset classes) terms. Thus, if the S&P 500 is exhibiting steady, upward returns—usually for at least a sustained growth of 15-20%, we might surmise that the US large cap equities market (as represented by the S&P 500) is in a ‘bull market’ phase.”

Thrilled with how clear and concise his answers are, I may have been somewhat quick to interrupt, but was eager to ask Professor Sury the reason why some news anchors and hosts claim that there is always a bull market to be found. Sharath Sury’s gentle demeanor settled my anxious behavior as he answered confidently: “Because bull markets can also be relative (to other asset classes), it is possible to have a bull market in equities while simultaneously having a bear market [defined in part 2] in bonds, for example.” Mr. Sury concludes, “This leads some commentators, such as CNBC's Jim Cramer of ‘Mad Money’ to speculate that "...there is always a bull market somewhere.”

Pausing to ensure that I wouldn’t rudely interrupt him again, Sharath Sury and I exchanged a smile to acknowledge the humor, but was quick to regain my focus as he continued earnestly, “Sustainable bull markets are predicated upon attractive valuations, strong profits growth (in the case of equities/stocks), strong credit (in the case of fixed income/bonds), and so on.” Sury concedes that it is sometimes difficult to distinguish a genuine bull market from a bear market rally (also discussed in part 2).

SOURCE Everything-Finance.net

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Brief Bio on Sharath Sury's Father, Dr. Manda Sury:

About Dr. Manda Sury

As a Principal and member of the Investment Committee at S4 Capital, Dr. Sury supervises the Firm’s quantitative/analytic programs and information architecture. In particular, Dr. Sury is responsible for the design and implementation of the portfolio optimization procedures for S4 Capital’s critically acclaimed “Efficient Portfolio Management (EPM)” process.

Dr. M. Sury is a recognized expert in the fields of portfolio optimization, equilibrium-based asset allocation, and active risk budgeting. Among his research interests are investment risk modeling (including the incorporation of non-normal skew and kurtosis, conditional value-at-risk, and regime- or state-dependent performance), alpha-beta separation (analysis and identification of the systematic risks assumed by active investment managers), and the design of high-efficiency, high-speed computational procedures to facilitate complex financial simulations and calculations.

In addition, Dr. M. Sury is responsible for engineering S4’s database architecture, which manages and integrates information across the firm’s global portfolio management, relationship management, and risk management efforts.

Dr. M. Sury had previously held a variety of senior-level technical positions in both industry and academia, including Fidelity Investment Systems Co., Lockheed Missiles & Space Co., AT&T/Bell Laboratories, and the University of Michigan. Dr. M. Sury is a prolific author, with over two-dozen major research publications in the fields of mathematics, optimization, and computer science. He received his M.S. in Mathematics, M.S. in Computer Science, and Ph.D. in Mathematics from the University of Michigan at Ann Arbor.

A loving husband, and father of two, Dr. M. Sury is cited by his son, esteemed professor and internationally recognized expert in Risk Management and Asset Allocation — Sharath Sury, as being the single most beneficial influence in his life.

SOURCE http://Everything-Finance.net
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Proud Father of Revered Professor Sharath Sury, Reflects on The Early Years of his Son's Extraordinary Career

Direct from Dr. M. Sury, and in his own words...
As Posted On: http://SuryOnline.net 4/2/2010 9:23 AM

Professor Sharath M. Sury, The Early Years of a Pioneer.

When Sharath Sury, my first son, was born in 1972, the memories of the mild recession of 1969-70 were fading as were the memories of the 6 day war and subsequent first Oil embargo of 1967. We were quite happy with the academic environment in Michigan and the exciting new world of electronics paving the way for the future of micro-processing. During the next 5 years, we felt the growing unrest in Middle East and the impacts of the second oil embargo. The promise of the computer programming and personal computers grew both in the media and in the Universities. We did not want to fall behind. Sharath Sury was encouraged to work with numbers and enjoy doing so.

-- To Read This Article in its Entirety, Visit:
http://blog.suryonline.net/2010/04/02/dr-mb-sury-proud-father-of-revered-professor-sharath-sury-reflects-on-the-early-years-of-his-sons-corporate-career.aspx

Comments Welcomed!
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PAST EVENTS:

4/1/2010 Important Announcement!

On 3/31/2010 - Professor, Professional, and Expert Author or Mathematics, Statistics, and Finance - Dr. M.B. Sury, Father of Esteemed Professor Sharath Sury, is named "On-Site" Expert Contributor to http:everything-finance.net

Check back soon for more details or visit Sharath and Manda Sury at http://suryonline.net

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NEWS BULLETIN! SuryOnline.net Shifts the Focus of its website, Mr. Sharath M Sury, to Expert Author and Contributor, Dr. M. Sury.
Posted by SURYONLINE.NET at 3/18/2010 2:51 PM

The Site Administrators of SuryOnline.net, announced today, that the focus of its website, Mr. Sharath M Sury, will shift to Expert Author and Contributor, Dr. M. Sury.

Additionally, SuryOnline.net will provide a platform for family, friends, and invited guests, to discuss business on every level and subject, from Marketing to Management, and from Accounting to Finance.

We'll also investigate, explore, and discover the rebirth of Entrepreneurism and the recent trends of Entreprenuerial programs in Undergraduate studies.

Check Back Often For More Details!

SOURCE http://blog.suryonline.net/2010/03/18/news-bulletin-suryonlinenet-shifts-the-focus-of-its-website-mr-sharath-m-sury-to-expert-author-and-contributor-dr-m-sury.aspx
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Previous News:

415-SHARATH is now 312-450-SURY!
Now You Can, "Tell It 2 Sury"!
Posted by SURYONLINE.NET at 3/18/2010 12:48 AM

Beginning Thursday, March 18, 2010, we will be announcing the immediate and official end of the 415 - Sharath comment project, and will be pleased to introduce (312) 450 - Sury as the new, also non-profit, comment line for Dr. M. Sury and Family!

Join us next weekend, starting 3/26/10, as we bid farewell and pay respects to the non-profit project attempt by posting three common questions from 415 - Sharath to be answered by Expert Contributor of Finance and Statistics, Professor M. Sury, online and exclusively at
http://blog.everything-finance.net .

Then, after some administrative transitions have been quickly implemented, we will begin proceeding with the introduction of Tell It 2 Sury! - the new, interactive comment line for M. Sury and family that replaces 415 - Sharath. M. Sury, like his son, wants to see participation online and over the phone to give users a platform in which they are encouraged to safely network and solve problems together, instead of secluding themselves — discouraged from what they think is impossible to learn.

Dr. M. Sury wants these students and future enthusiasts to know that Finance is exciting, fast paced, and can be very rewarding. Like Sharath, M. Sury would like to see a new cooperation amongst students, enthusiasts, finance thought leaders and instructors to get these students more involved, while cultivating an ethical environment with a focus on implementing innovative safe-guards against the types of failures that led to the financial crisis we still face. While there is no way to stop some students from spitefully turning away from finance, M. Sury hopes to keep students interested with interaction today, attempting to inculcate the new perceptions that forge the new standards of tomorrow.

So, the next time someone tells you to "Tell It to Someone That Cares", assure that person that you will, indeed; and go "Tell It 2 Sury"!

SOURCE http://blog.suryonline.net/2010/03/17/415sharath-is-now-41542sury.aspx
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Sharath Sury Wants to Hear From You, Today! Voice Your Opinion and vote!

• Vote for the one of the several Aricles by Sharath M. Sury on Tipd.com, and let your choice be heard!
• You can also call 415-Sharath (* Sury Online advises that long distance charges may apply), and leave a voicemail for the chance to be selected by Sharath M. Sury as one of three messages, monthly, to receive closer attention and examination to, on SuryOnline.net, and/or its affiliate sites.
• So, Be Heard! Sharath Sury Listens.

SOURCE: http://blog.suryonline.net/2010/03/15/now-you-can-voice-your-opinion--vote-for-the-articles-by-sharath-sury-today.aspx

INTERESTS AND EXPERTISE:
Expertise: Finance, Accounting & Financial Services, Education, wealth management,asset allocation,risk managem, Accounting & Financial Services, Education, Finance, Other Product or Service
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Expertise:

Finance, Accounting & Financial Services, Education, wealth management,asset allocation,risk management,financial professional,

Accounting & Financial Services, Education, Finance, Other Product or Service

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