Second Phase Capital was formed in 2012 by Eric Davidson, Andrew Saideman and Dan Robinson. The firm is a registered investment advisor in the United States. Second Phase works with financial institutions, financial advisors and individual investors who wish to utilize its alternative investment strategies as part of their asset allocation mix.
Achieving the proper blend of human oversight and machine efficiency is the foundation of the firm. Humans make poorly informed emotional decisions during periods of market upheaval when un-aided by intelligent decision support systems. Second Phase Capital’s Investment professionals leverage best of breed technologies in order to have the bandwidth to understand and analyze a variety of information sources, resulting in better decision-making and more intelligent risk management. The marriage of skilled investment professionals and intelligent technologies means that the quantitative investment process is transparent and logically explainable, grounded in economic behavioral finance theories.
The Principals of Second Phase Capital have broad experience in the financial markets as Traders, Research Analysts and Portfolio Managers. They possess both qualitative and quantitative skill-sets and thus carry a deeper and more rounded understanding of how tools and technologies are utilized in decision making and execution in live markets. At the core of Second Phase values lies a belief in leveraging technology for operational efficiency, unbiased decision-making and risk management. The Principals are committed to the business with their own capital and have devoted nearly a decade to the design and development of the company’s core technologies.
Dan Robinson, CAIA, CMT is an experienced professional in financial services, technology and trading, with significant knowledge in the formulation, development and testing of trading strategies. Dan is part of the investment team and is responsible for portfolio monitoring, risk oversight and performance reporting of client accounts. He is based in the UK and is a CF30 registered advisor with the UK Financial Conduct Authority, as well as a Chartered Alternative Investment Analyst and a Chartered Market Technician. He holds a Series 65 license and also acts as the firm’s Chief Compliance Officer.
Eric Davidson, CMT has over 14 years of financial services, financial technology and financial software experience at early stage independent research and software firms. He has operated in various mid to senior roles and has a deep understanding of trading and modelling market behaviour. Eric is the lead Investment Adviser Representative, holds the Chartered Market Technician (CMT) designation and is a member of the Market Technician’s association. Eric also holds the Series 65 Securities License.
Andrew Saideman is Second Phase Capital’s CTO. In this role he is responsible for managing the cloud based infrastructure and for building and maintaining the code utilized by the proprietary trading models. Andrew brings over 30 years of financial market experience to Second Phase. During his career he has advised and built models for some of the largest hedge funds and investment banks, both in the US and Europe. His expertise crosses many asset classes with a particular focus on equity models, government fixed income and interest rate options. He has been published in Risk magazine.