Shailesh Gupta
Trading-Equity at Simplify Asset Management, Inc.
Profile
Mr. Shailesh Gupta is a Portfolio Manager & Head of Trading at Simplify Asset Management, Inc. He has over 20 years of investment management experience as a portfolio manager, trader and risk manager.
His experience includes working as portfolio manager and trader at Anfield Capital, Commonwealth Opportunity Capital and Flint Rock Global Investors.
Previously, Mr. Gupta worked at Pacific Investment Management Co. (PIMCO) for 10 years in various capacities including Head of global derivatives trading and strategy and co-managed portfolios dedicated to global fixed income with assets under management of over $60 billion.
He was also in charge of Risk Management for PIMCO Europe during the financial crisis.
He holds Masters degrees in Financial Mathematics from University of Chicago and Behavioral Finance from UC Irvine.
He also has an M.B.A.
from Xavier School of Management, India and undergraduate degree in Engineering from Indian Institute of Technology, New Delhi.
Shailesh Gupta active positions
| Companies | Position | Start |
|---|---|---|
Simplify Asset Management, Inc.
 Simplify Asset Management, Inc. Investment ManagersFinance Simplify Asset Management, Inc. (Simplify) is a SEC-registered investment advisor and holding firm headquartered in New York City. Simplify was founded by Paul Kim and David Berns in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies. | Trading-Equity | 01/10/2020 |
Former positions of Shailesh Gupta
| Companies | Position | End |
|---|---|---|
Anfield Capital Management LLC
 Anfield Capital Management LLC Investment ManagersFinance Anfield Capital Management LLC (Anfield Capital) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by David Young in 2009 and is a subsidiary of Anfield Group LLC, which is wholly-owned by The David Young and Sandra G. Glain Family Trust. Anfield Capital offers discretionary investment management services to investment advisers, registered investment companies (mutual funds and ETFs), and in select cases to private and institutional clients. | Portfolio Manager-Fixed Income | 01/10/2020 |
CommonWealth Opportunity Capital GP LLC
 CommonWealth Opportunity Capital GP LLC Investment ManagersFinance Founded in 2008, CommonWealth Opportunity Capital GP LLC is a hedge fund manager located in Los Angeles, California. The firm is a subsidiary of CWOC Management LP and their ultimate parent is Fisher CWOC LLC. CommonWealth Opportunity Capital provides discretionary investment advisory services to pooled investment vehicles that are offered only to investors who are both accredited investors and qualified clients. They also provide investment advisory services to individual investors that establish separately managed accounts with the firm. | Corporate Officer/Principal | 01/08/2017 |
Training of Shailesh Gupta
| The University of Chicago | Graduate Degree |
| Indian Institute of Technology New Delhi | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Anfield Capital Management LLC
Anfield Capital Management LLC Investment ManagersFinance Anfield Capital Management LLC (Anfield Capital) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by David Young in 2009 and is a subsidiary of Anfield Group LLC, which is wholly-owned by The David Young and Sandra G. Glain Family Trust. Anfield Capital offers discretionary investment management services to investment advisers, registered investment companies (mutual funds and ETFs), and in select cases to private and institutional clients. | Finance |
CommonWealth Opportunity Capital GP LLC
CommonWealth Opportunity Capital GP LLC Investment ManagersFinance Founded in 2008, CommonWealth Opportunity Capital GP LLC is a hedge fund manager located in Los Angeles, California. The firm is a subsidiary of CWOC Management LP and their ultimate parent is Fisher CWOC LLC. CommonWealth Opportunity Capital provides discretionary investment advisory services to pooled investment vehicles that are offered only to investors who are both accredited investors and qualified clients. They also provide investment advisory services to individual investors that establish separately managed accounts with the firm. | Finance |
Simplify Asset Management, Inc.
Simplify Asset Management, Inc. Investment ManagersFinance Simplify Asset Management, Inc. (Simplify) is a SEC-registered investment advisor and holding firm headquartered in New York City. Simplify was founded by Paul Kim and David Berns in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies. | Finance |
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