QUANTITATIVE AND QUALITATIVE
RESEARCH
First and foremost, we are researchers, always working to better understand how markets, investments, and investors behave—along with the risk and opportunities associated with each. This quest for understanding hinges on quantitative rigor as well as assessing the strengths and weakness of structures, individuals, and entities—both small and large.
Leonis Group can diligence companies and vet people. We can write incisively about the macro environment or present a dossier on a roster of private funds... the building blocks of portfolio management.
MODEL DEVELOPMENT
We’ve been working with algorithmic trading systems for years and can work with clients to define, test, refine, train, and stress test models.
We are experienced at working with public and private databases from Quandl, Tradefeeds, Bloomberg and more, processing data through the Python ecosystem, doing big data analysis in Hadoop, transformations in R, with several options for machine learning implementations.
SOFTWARE DEVELOPMENT
Our ability to deliver technology solutions hinges on a keen understanding of how to define and storyboard business problems. Our implementations are business-first, rather than technology-myopic. We determine how to exert leverage through automation, efficiency, organizing data, and evaluating options, rather than overbuilding tools that don’t drive better results.
We have deep experience in software development—on the back end, in distributed systems, and on the front-end, in UX, UI, testing, and deployment.
DECISION MAKING
Determining a course of action—from corporate transactions, posture in a negotiation, to the permutations of the marketing mix—is often fraught, and not clear-cut. We can help to bring the outcomes into focus, develop a framework, amass the right data to evaluate cost and benefit, and apply various analytical toolkits—from real options, corporate finance, as well as deterministic or indeterministic games—to frame the conversation.
INVESTMENT STRUCTURING
Asset location, tax optimization, and liquidity management are fundamental to investment growth over time. With a background in financial engineering, structured finance, and derivative-based alternatives structures, as well as fluency in various trust solutions, we can build an infrastructure for investments that will protect, build, and compound generational wealth.
INVESTMENT ALLOCATION
We have directed investments for dozens of global families, responsible for allocating and managing billions of dollars of capital, over multiple years, across multiple geographies, from public stocks to small seed round checks and everything in between. We can develop investment policy statements, manage relationships with various stakeholders, serve on investment committees, LP committees, and boards as necessary.