A seasoned and execution oriented executive with nearly 30 years of proven results globally and domestically, Kerry Sain serves as the Executive Managing Director at 13D Global Strategy and Research. In this role, she has responsibility for driving revenue and growth for the global organization. This includes oversight across all go-to-market functions, commercial sales strategy and operations, sales development and effectiveness, strategic alliances and partnerships, as well as global marketing. Not only is she a creative and strategic thinker with unique ability to plan, operationalize, and execute at an accelerated pace but she demonstrates and encourages a ‘hands on,’ results centered leadership style that emphasizes transparency and empowerment at all organizational levels.Read more
Kiril Sokoloff is the Chairman and founder of 13D Research. Barton Biggs once observed: “Kiril Sokoloff is a breath of pure, fresh investment oxygen. He is invaluable because he is an original thinker and is not afraid to take extreme views.”
A life-long learner, Kiril is devoted to the pursuit of truth—in investments, in health, life and the living of it, wisdom of the ages, lessons of history as applied to the present, eternal truths and the way forward for humanity and the planet. He considers peace of mind and humility among his most important personal goals.
Kiril has studied history and the lessons of history for most of his life. Kiril also believes that trust is a vital component of relationships and the best way to establish it is a passionate, totally-committed desire to serve the needs of others. This can only come from the heart.
Kiril began to lose his hearing as a teenager, ultimately going entirely deaf by the early 1990s, but he resolved to never avoid a business or social event due to deafness. He committed to turning this weakness into strength, and developed a highly-attuned intuition. In 1996, Kiril received a cochlear implant, which restored much of his ability to hear conversation. These experiences reinforced Kiril’s dedication, resilience, and commitment to looking beyond the surface for deeper understanding of herd mentality, hidden assumptions, and how things could change.
13D Research’s major client base includes large-scale money managers, pension funds, sovereign wealth funds, large private and public corporations, family offices, private equity and distressed funds, high-net-worth individuals, hedge funds and business leaders all over the world. Kiril has been an advisor to many of the largest pools of global capital for over 30 years.
Kiril co-founded the first pure Asian hedge fund in early 1992 just as the huge bull market in Hong Kong stocks got underway and retired before the Asian financial crisis. In 1994, he co-founded one of the earliest pure technology funds, just before the Internet stock boom began, then retired a few years before the IT bust.
Starting in 2001, Kiril and his team began to write What I Learned This Week, later adding What Are The Markets Telling Us?. These publications are the agnostic interpreters of what the markets are telling us. They are dedicated to detecting change and disruption before others. Kiril and his team are cutting-edge contrarians, original thinkers and always on the lookout for the “next big thing”. What I Learned This Week has gained a worldwide audience. Kiril is also the author of five investment books.
In 1977, he was one of the first to join Jack Kemp’s “supply-side” revolution, which advocated cutting tax rates to restore economic growth. This became a core principle of Reaganomics, which launched the subsequent 30-year bull market in financial assets. Kiril also co-authored Is Inflation Ending? Are you Ready? (McGraw-Hill, 1982), which correctly predicted disinflation and the long boom in financial assets.
In 1983, Kiril founded 13D Research, which began analyzing stocks selling well below break-up value and evolved into a theme-driven investment research firm. Throughout the 1980s, Kiril wrote and lectured widely to investment groups, arguing for a long secular period of disinflation. His mantra: “The highest interest rates in capitalism will eventually be followed by the lowest interest rates.” Beginning in May 1984, Kiril recommended purchasing 30-year U.S. Treasuries, which at the time were yielding 14% and which Kiril called “The investment opportunity of a lifetime”. In 2002, with oil at $20 after a 20-year bear market in commodities, Kiril launched his “commodity boom” theme.
Kiril spends much of the year travelling in key global markets, and typically devotes 12-14 hours a day to reading, thinking, learning, researching and meditating.
A seasoned and execution oriented executive with nearly 30 years of proven results globally and domestically, Kerry Sain serves as the Executive Managing Director at 13D Global Strategy and Research. In this role, she has responsibility for driving revenue and growth for the global organization. This includes oversight across all go-to-market functions, commercial sales strategy and operations, sales development and effectiveness, strategic alliances and partnerships, as well as global marketing. Not only is she a creative and strategic thinker with unique ability to plan, operationalize, and execute at an accelerated pace but she demonstrates and encourages a ‘hands on,’ results centered leadership style that emphasizes transparency and empowerment at all organizational levels.
Kerry has vast experience in general management, sales, benefits outsourcing, healthcare exchanges, retirement services and consulting. She was most recently EVP of Global Sales & Marketing/Chief Revenue Officer at SAP SuccessFactors and prior to that, CEO and president at bswift, a subsidiary of Aetna, Inc. and innovator in cloud-based benefits enrollment technology. She previously served as a senior partner and global head of sales and marketing at Mercer as part of the executive leadership team. She has held a variety of other executive-level sales and client service positions at Wachovia Bank, AllianceBernstein, Prudential Retirement Services, Strong Funds and Firstar Bank.
Kerry earned a BA from Lewis and Clark College, and a MBA from the American Graduate School of International Management. She is based in Chicago, Illinois.
Woodley “Woody” Preucil has been associated with 13D for over 30 years. Woody has been instrumental in driving the growth of 13D’s business for three decades by being actively involved in the identification, development, and analysis of many of the firm’s core investment themes—primarily focusing on how disruptive technologies are helping provide solutions to economic problems and transforming industries through the “Law of Accelerating Returns” and Joseph Schumpeter’s “Gales of Creative Destruction.”
Woody and other team members have been consulted by governments periodically to help them improve their economies, such as in 2010, when he and colleagues met with then-President of Colombia Alvaro Uribe Velez and his advisory team about how to digitize the nation’s economy, capitalize on accelerating technology change and leverage the nation’s fertile farmland to help meet the world’s growing food demand.
Woody holds a BA in Economics and Accounting from Ohio Wesleyan University in 1983, earned his CFA certification in 1987, and is a member of the New York Society of Security Analysts and the CFA Institute.
Jay has 30 years of investment experience on both the buy and sell side. Jay has been associated with 13D Research for 20 years and he has specialized in the global conventional energy industry since 2003. To complement his energy research, Jay writes extensively on global economic and monetary policy trends, geopolitics and global capex.
Known as an excellent stock picker, Jay also has contributed to 13D’s global macro strategy. He also was an analyst and portfolio manager with Reich & Tang Capital Management in New York, where he was responsible for $200 million of assets. Jay earned his Bachelor’s degree from the University of Notre Dame in 1987, his MBA from New York University in 1992 and the Chartered Financial Analyst designation in 1993.
Kate has been associated with 13D for over 17 years. Her areas of expertise include interpreting geopolitical events, and analyzing the investment implications of converging demographic shifts, technological changes and socio-political attitudes. She writes extensively on the future of employment and education, as well as health and wellness, and women in the workplace.
Her timely and accurate analysis and risk assessment on Al-Qaeda and global terrorism in August of 2001 proved a watershed moment for 13D. Beginning in 2010, she was a lone voice in the investment world challenging the sustainability of the sharing economy and the long-term implications of automation on employment and society. A contrarian and a humanist, she is committed to raising awareness about our shared obligations to the planet and to each other.
Kate graduated Phi Beta Kappa from Columbia College, Columbia University and earned a Masters in Library Sciences from Queens College, CUNY.
Arvind Sachdeva has been associated with 13D since 2012 and is the firm's Chief Market Strategist. Previous to joining 13D, Arvind has had over twenty-seven years of broad investment management experience. He began his career at Carillon Advisers, where he spent eight years as a Portfolio Manager.
Following that, he transitioned to Dean Investment Associates where after two years, he was promoted to Director of Research and Chief Investment Officer, positions which he served in for over five years, managing over four billion dollars for private individuals and institutional clients.
In 2000, Arvind joined Victory Capital Management, where he was a member of the Asset Allocation Team, Industry Weighting Team, and Financial Services and Capital Goods Sector Teams. Within three years, he was named as the Lead Portfolio Manager and Chief Investment Officer of the Large Capital Value Strategies and the firm’s Focused Value Strategy. At yearend 2010, the Focused Value Strategy was ranked in the top one percentile for the one, three, and five year periods by eVestment Alliance.
Arvind earned his Bachelor’s degree from Georgia State University in Risk Management and has been a Chartered Financial Analyst charter holder since 1993.
Lei Yang has been associated with 13D since 2005. He heads up 13D’s China and Asia macro research as well as individual stock selection. Lei has a deep understanding of the Chinese economy and how the Chinese leadership impacts both the economy and the stock markets. Except China, he is also focusing on Asian Geopolitics, Japan, Infrastructure and Innovation.
Lei was instrumental in 13D’s buy signal on the Chinese equity market in October 2012. He also assisted in 13D’s major call to short the yen and buy Japanese equities in October 2012.Lei also serves as the Editor-In-Chief of the Chinese version of What I Learned This Week Lite, an abbreviated version of the full English version of What I Learned This Week.
Lei earned his Master’s Degree in International Business from Norwegian School of Economics (NHH). Lei is a CFA charterholder.
Trevor joined the 13D team in July 2015 after more than twelve years working in digital media. His areas of expertise include digital strategy, audience engagement, art direction, and disruptive technologies.
Prior to 13D, Trevor worked for eight years as a Digital Creative Director at Showtime Networks where he guided strategy and development of digital marketing tactics, building a track record of impactful and award-winning creative. His work has been honored with a Producer’s Guild Award nomination, four Emmy Award nominations, and an Oscar nomination.
Trevor earned his Bachelor’s degree with Honors in Creative Writing from Brown University in 2003.
Damaris became associated with 13D in 2015, after more than 12 years working in media and investigative journalism.
Her coverage focuses on the internet, digital trends and culture, and the ethics of new technologies. She writes extensively about how Facebook is changing societies and the disruption of traditional media. Her analysis of the backlash against Big Tech and the rise of authoritarianism has been ahead of much of the news cycle. Corporate consolidation, millennials in politics, and labor movements in the U.S. are other trends she studies closely.
As a journalist, Damaris covered the challenges facing her industry. Her investigations, published by Columbia Journalism Review, ranged from deep-dives on major news outlets to exposes of internet trolls and their networks. After receiving the San Paolo Fellowship from Columbia Journalism School, she worked in Italy as a reporter for La Stampa, one of the country's major newspapers, covering politics and culture.
Damaris graduated from Brown University in 2003 with a B.A. in Comparative Literature. In 2013, she earned a Masters in Arts from Columbia Journalism School. She is a recipient of The Pulitzer Traveling Fellowship.
Anurag has been associated with 13D for nearly 10 years and is in charge of India macro research and stock selection. Anurag also studies and writes about how technology is helping India leapfrog developed countries, and heads the firm’s team of analysts in India, who are engaged in investment and market research. Anurag is also instrumental in content creation across many of 13D’s other key investment themes, as well as internal corporate deployment of new technologies.
Prior to joining 13D, Anurag worked at State Street Syntel Sourcing, where he developed and monitored liquidity projections for a variety of PIMCO debt funds. Anurag also worked with India Infoline for two years as a capital markets and derivatives dealer--delivering outstanding returns while managing a portfolio of highnet-worth clients.
Anurag earned a Bachelor’s degree in Mathematics followed by Masters in Business Administration.
Peng Zhou joined 13D Research in June 2015 as an in-house translator and proofreader. He is now the co-Editor- In-Chief of the Chinese version of What I Learned This Week Lite, an abbreviated version of the full English version of What I Learned This Week. He also performs research on healthcare-related themes and other China-related themes.
Peng graduated from Lanzhou University in June 2004 with a Bachelor’s degree in Life Sciences. He earned his Master’s degree in Translation and Interpreting from Beijing Foreign Studies University in June 2012.
Before joining 13D, Peng had worked as a freelance translator and gained an extensive experience in translation. He was also a partner for a number of renowned language companies.
Tamra James currently works with the Content Creation Team at 13D where she directly assists Senior Analyst Assistant Woodley Preucil as well as other Analysts and members of the team.
She was formerly employed at the VI Economic Development Authority (VIEDA) in St. Thomas where she monitored and performed audits on beneficiaries as well as wrote preliminary reports on research findings. Prior to VIEDA, she worked at investment management firm, SPCH, LLC, where she conducted extensive research on potential investments and followed quarterly earnings of 200-plus company holdings.
In May 2011, Tamra graduated from the University of the Virgin Islands where she earned her Bachelor’s of Arts in Business Administration with a concentration in Business Management.
Dora Peng joined 13D Research in November 2017, as an Associate Analyst.
Dora graduated from School of Communication of Hong Kong Baptist University, where she won a scholarship in outstanding academic performance. Before she came to Hong Kong for her graduate studies, she obtained her Bachelor of Arts degree in English Literature at Ocean University of China.
She now works as one of the editors of the Chinese Lite version of What I Learned This Week. She also works on China-related thematic research projects, such as education, mass media and fashion industry.
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Travis has over 14 years of accounting and finance experience. His association with 13D Research began in 2008. His areas of expertise include tax, international strategy and compliance, financial analysis, modeling and family office services.
Prior to 13D Research, Travis was a tax professional at Deloitte. He was also an analyst at Atlantic Trust Company where he provided finance and investment planning for high value legacy clients.
Travis earned a Bachelor’s degree in Business Administration and Accounting from Idaho State University and a Masters in Taxation from the University of Denver. He is a practicing Certified Public Accountant (CPA).
Brett joined 13D Research in 2017 as Chief Technology Officer. Brett has 25 years of experience in technology, product development, project management, and software implementation.
Brett has been involved in a number of technology startups throughout his career. Prior to 13D Research Brett served as CTO at bswift, LLC, a benefits administration SaaS company. At bswift Brett grew the technology team from 12 to more than 130 developers, designers, product managers and systems engineers and helped guide the company through a $400 million acquisition by Aetna.
Brett earned a Bachelor’s degree in Process Engineering from the University of Illinois at Urbana-Champaign.
Monica joined 13D in 2017 as the Chief Marketing Officer. She has extensive experience in organisation transformation through marketing, sales and business development gained from senior leadership roles in professional services sector and diverse industry background including technology, financial sector, management consulting, and legal sector. She has a firm belief that there should be no gap between the reality of the brand internally and that in the marketplace experienced by clients.
Biography coming soon.
Matt has over 15 years of accounting and financial leadership experience. He joined the 13D team in February 2008. His areas of expertise include treasury and investment account management, international banking, financial analysis and reporting, compliance and risk management, as well as strategic planning and implementation.
Prior to 13D, Matt worked as the controller of a startup company, where he implemented and directed the company’s accounting department, offering fiduciary control and cash flow management. While there, he structured new business development and corporate finance deals, was instrumental in funding rounds, and liaised with the board of directors and company shareholders. He began his career in finance working as an investment professional with Fidelity Investments.
Matt earned a Bachelor’s degree in Finance from the University of Utah.
Becca is a recent college graduate. She joined the 13D team in May of 2018, where she is currently building on her areas of expertise in financial reporting and analysis, cash flow management, and international banking.
Prior to 13D Research, Becca started her career at Sturtevants sporting outfitter, in their accounting department. She later began work as a tax accountant at Lallman, Felton, Peterson & Pierce, P.A.
Becca holds a Bachelor’s degree in Business Administration with a concentration in Accounting from Millersville University of Pennsylvania.
I have lived in Blaine County for about 19 years. I’m happily married and have two boys, 11 and 5. In 2012, I decided to pursue my career as an accountant. I went to Boise State University and graduated with an Accountancy BBA (Bachelor of Business Administration) degree on May of 2017. After graduation, I worked as a bookkeeper managing the daily financial operations of local businesses. I’m currently enrolled in the Accounting MSA (Master of Science in Accountancy) program at Boise State University, while also studying to pass the CPA exam.
Will joined the 13D team in April of 2018, bringing with him Cost Accounting and Internal Audit experience. Prior to 13D research, Will worked for a heavy equipment manufacturer, where he provided costing and project management services in compliance with international standards (J-SOX). He holds a Bachelor’s of Science degree in Accounting from the University of New York at Buffalo.
Biography coming soon.
Lesley Flint is the Sales & Marketing Assistant based in the UK. Her focus is on supporting sales process and implementation to operate smoothly and consistently across all regions, supporting analysts in their social media efforts and supporting all of our marketing efforts.
Phil has been associated with 13D for over 20 years. In the 1970s, he grew up building computers in his garage in Silicon Valley, where he studied electronics under John McCollum at Homestead High School, the same teacher of Steve Jobs and Steve Wozniak a few years earlier. Aside from computers, his other passion is art. He received his Bachelor of Fine Arts degree from Boise State University, where he graduated Magna Cum Laude with Honors. He is a lifetime member of the honors society of Phi Kappa Phi.
Johnson is fascinated by the “unknown unknowns,” and he believes that understanding the boundary conditions of knowledge is vital to security and threat analysis as technology rapidly accelerates the expansion of our socioeconomic universe. He feels that the geometric relationship of our knowledge to our ignorance was best expressed by the physicist J. A. Wheeler, who wrote: “We live on an island surrounded by a sea of ignorance. As our island of knowledge grows, so does the shore of our ignorance.” Johnson believes it is extremely important to try and chart the evolving perimeters of our ignorance because those are the shores on which Black Swans arrive.
Jeff recently joined 13D Research. He has spent the past 12 years in Healthcare IT building and leading highly successful sales teams. A successful Sales Executive with extensive experience selling healthcare software solutions into large Integrated Delivery Networks. He has domain expertise in strategic planning, commercializing conceptually new products, channel management, and training and development.
Jeff earned a BA from Bates College.
Ruth joined 13D Research in 2017 as the Managing Director for Asia tasked with building and expanding the client segments and geographical coverage in Asia. She has over 20 years of investment banking and management experience with multinational firms in both Asia and North America.
Prior to 13D, she was the Executive Director at Societe Generale with cross-asset solutions mandate to cover institutional clients. Her other investment banking experiences include Institutional Equity Derivatives sales at Morgan Stanley, Global Equities and Commodity Derivatives sales at BNP Paribas, Financial Institution banker at ABN Amro and FICC sales at Deutsche Bank. Through her Investment Banking role, she has acquired in-depth cross asset financial knowledge on equities, bonds, credit, interest rates, FX, commodities, mutual funds, hybrid, alternative and structured financing. She began her career in Canada working for a US Information Technology Consulting company and returned to Asia for Project Management and Sales role in a regional consulting firm.
Ruth earned her Bachelor’s degree in Electrical Engineering (major in Telecommunication) from McGill University in Montreal, Canada.
Bill joined the 13D team in September of 2017 after spending over 5 years in various sales and account management roles. At 13D Research, Bill focuses on our client care model and establishing an ongoing relationship with our valued clients.
Prior to 13D Research, Bill worked for bswift, a wholly owned subsidiary of Aetna, where he was an Account Executive for large market sales. Bill joined Aetna through the E.E. Cammack Group School sales training program that Aetna has conducted since 1924.
Bill holds a Bachelor of Science in both Finance and Marketing from Philadelphia University. He also holds a Life, Accident, and Health producers license.
Brittany joined the 13D Research team in 2017 as the Demand Generation and Sales Operations Leader. She brings 19 years of experience in building and optimizing business processes along with managing global businesses technology deployments and strategies across marketing and sales.
Prior to joining the team at 13D, Brittany served as Director of Professional Services at Marketo, where she led the North America implementation practice and provided strategic oversight on complex deployments of demand generation technology at large matrixed global organizations. She also brings 16 years of experience from Mercer, where she globally led various parts of marketing and sales. During this time, she focused on sales operations, marketing strategy, campaign implementation, software deployment and demand generation.
Brittany earned a Bachelor’s of Business Administration in Business Management and Marketing from the University of Louisville.
Gina, who currently resides in London, UK, has worked in Business Development in the Financial Services industry for over 15 years primarily covering European, Middle Eastern regions and prior to that Asia when she was based in India. Prior to joining 13D, Gina worked in companies like Fathom Financial Consulting, Roubini Global Economics, William O' Neil and Euromoney Institutional Investor Group. She has mostly interacted with the buy side, sell side in the financial services sector, corporates and government agencies during her career.
Gina has a bachelors degree with honours in Commerce and Business Management and is also FCA certified.
Paul joined 13D Global Strategy & Research in 2017 as Vice President of Sales. Paul has over 15 years of award-winning experience in business to business, retail, & account management roles.
Prior to joining 13D, he served as a Licensed Financial Specialist (Series 6/63) with Wachovia Bank earning various awards in business banking, loan origination, & investment advisory for the Mid-Atlantic region. Most recently, Paul spent 10 years in information management and research with both Thomson Reuters and LexisNexis assisting corporate clients within Digital Media, Technology, Finance, & Legal achieve various goals. At 13D Research, Paul focuses on business development in the North American market.
Paul earned a Bachelor’s degree in Management Science with an emphasis in Finance at Kean University.
April Wang joined 13D Research in July 2017 as an Associate assisting sales, marketing, customers relation as well as supporting translation team with proofreading of What I Learned This Week Lite Chinese Version. April gained her University degree with Economics in mainland China in July 2011 and earned her Master degree in Public Policy Management from City University of Hong Kong in November 2012.
Before joining 13D, April worked as a project coordinator and translator in a Canadian Immigration Law firm. During that time, she got lots of experience of clients caring and built up her own characters to manage a detail-oriented service in marketing and sales.
Biography coming soon.
Michael joined 13D in March 2018. Michael focuses on client-relationship management and works alongside 13D’s analysts to help bridge the gap between 13D’s thought content creation and our clients’ specific investment needs.
Prior to 13D, Michael worked at Neuberger Berman as a Client Portfolio Analytics Associate, supporting the Non-Investment Grade Credit teams with AUM over $40 billion. Within this role, Michael oversaw a team of two others and was responsible for providing direct support to the Senior Portfolio Managers of NB’s high yield and bank loans portfolios.
Michael’s experience working alongside asset owners and on the buy side equip him with knowledge about markets and the skills to think like investment managers think, which is invaluable in managing 13D’s client relationships. Michael’s passion for macro investment research and the desire to connect the seemingly unconnectable is what led him to join 13D.
Michael holds a Bachelor of Science in both Finance and Accounting from the University of Illinois at Urbana-Champaign.
Doyle joined 13D in January 2018 after a successful career in managing overall operations for a private family office for nearly 10 years.
Born and raised in Palo Alto, California, Doyle gained extensive experience in coordinating and managing teams across different projects. His experience ranges from managing complex logistics to liaising with the United States Secret Service and Japanese Special Police during Prime Minister Shinzō Abe’s Silicon Valley visit in 2015.
Doyle’s exceptional communication skills, attention to detail, strategic eye and versatile personality make him a seasoned client relationship management professional. His solid work ethic and intrinsic drive to succeed makes him invaluable for 13D and our clients.
Doyle earned a Bachelor of Arts degree from California Polytechnic State University-San Luis Obispo.