HarmoniQ Insights

William Mann

Bill Mann is a seasoned expert in bridging the gap between traditional fundamental analysis and cutting-edge quantitative methodologies. His career in quantitative finance was shaped by a pivotal experience during the 2008 financial crisis at AIG, where he witnessed the dangers of emotional attachment to underperforming investments. This experience sparked his shift from Fundamental to Quantitative analytics, which led him to key roles at Bloomberg and AQR, and ultimately to eight impactful years at Two Sigma.

Throughout his tenure at quantitative hedge funds, Bill led initiatives to optimize alpha modeling throughput by spearheading collaborative research processes that integrated advanced data science and ML/AI capabilities. His unique blend of expertise, underpinned by CPA and CFA designations, enabled him to excel as an industry-specific quant fundamentals analyst, combining fundamental research with quantitative rigor.

As the Co-Founder and Managing Partner of HarmoniQ Insights, Bill now offers his clients a powerful combination of deep industry knowledge and expertise in cutting-edge technology. He empowers fundamental analysts to make confident, data-driven decisions through sophisticated statistical analysis. Leveraging his extensive experience collaborating with quantitative researchers and engineers, Bill is adept at building consensus among senior executives, guiding them to invest with confidence in transformative technologies.

When he’s not driving innovation in the finance world, Bill enjoys playing tennis or spending a day at the beach with his children.


Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>Isan Sarakil is the Chief Product Officer at OpenBB, a platform that provides advanced analytics to every investor.</li><li>OpenBB is tearing down old walls of legacy market data systems and utilizing AI to change the way markets are understood and traded.</li><li>Isan discusses OpenBB's journey and how new tools can give investors an edge in analyzing complex financial data, such as the Fed's communications.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Isan Sarakil is the Chief Product Officer at OpenBB, a platform that provides advanced analytics to every investor.OpenBB is tearing down old walls of legacy market data systems and utilizing AI to change the way markets are understood and traded.Isan discusses OpenBB's journey and how new tools can give investors an edge in analyzing complex financial data, such as the Fed's communications.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The New OS for Quant Finance: OpenBB, AI Agents & the Death of Legacy Terminals | New Barbarians ...