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Erafinex Alliance is an independent asset management company headquartered in the core financial district of Manhattan, New York, specializing in global technology-driven asset allocation and long-term wealth management. The company is based at 1345 Avenue of the Americas, 31st Floor, New York, NY 10105, adjacent to international financial institutions such as JPMorgan Chase and Fidelity Investments.
Our clients include high-net-worth individuals, family offices, technology entrepreneurs, and institutional clients engaged in the digital economy. Centered on cross-market, multi-asset, and trend-oriented investment strategies, Erafinex Alliance is committed to building resilient asset growth paths that can withstand economic cycles.
Grevyn Tennick is the Founder and Chief Investment Officer of Erafinex Alliance, with more than twenty years of experience in global capital markets. He specializes in cross-market allocation across technology equities and digital assets. Previously, he held positions in J.P. Morgan's Global Asset Allocation division and served as Head of Technology Equity Research at Fidelity International. Over the course of his career, he has managed more than 35 billion USD in assets, earning the long-term trust and reliance of both high-net-worth clients and institutional investors.
Delivering Tailored Financial Solutions
Innovating Global Investment Strategies
Empowering Business Growth Worldwide
Maximizing Portfolio Value
Tailored Investment Strategies
Aligned with Your Financial Goals
Navigating Market Uncertainty
Converting volatile markets into strategic opportunities.
Delivering Superior Financial Performance
Your Goals Drive Our Strategy
Exclusive Advisory for Distinguished Investors
Optimizing Your Investment Opportunities
Our team possesses extensive industry experience and unique analytical capabilities in the investment field.
We establish long-term cooperative partnerships with our clients and always prioritize their interests.
Founder and Chief Investment Officer.
Grevyn Tennick is the Founder and Chief Investment Officer of Erafinex Alliance, with more than twenty years of experience in global capital markets. He specializes in cross-market allocation across technology equities and digital assets. Previously, he held positions in J.P. Morgan's Global Asset Allocation division and served as Head of Technology Equity Research at Fidelity International. Over the course of his career, he has managed more than 35 billion USD in assets, earning the long-term trust and reliance of both high-net-worth clients and institutional investors. Under his leadership, Erafinex Alliance has built a global team of more than 120 analysts, quantitative researchers, and investment managers, overseeing more than 1,500 cross-market investment projects. These span equities, bonds, digital assets, private equity funds, and structured products. The firm now manages a total global portfolio exceeding 500 billion USD, supported by highly coordinated research and asset execution platforms across North America, Asia, and the Middle East. In the equity markets, Grevyn has consistently focused on structural growth opportunities driven by technological change. One of his most notable trades was in 2014, when he significantly increased holdings in Tesla at a time when the market largely underestimated the potential of electric vehicles, ultimately generating returns of more than twelvefold. Beginning in 2021, he anticipated the industrialization of artificial intelligence and was an early investor in companies such as NVIDIA, TSMC, and Microsoft. During the market surge sparked by ChatGPT in 2023, he executed multiple reallocations to lock in profits, helping certain client accounts achieve returns of more than 100%. Since 2016, Grevyn has actively allocated capital into Bitcoin and Ethereum, and by 2019, he had conducted in-depth research into DeFi and on-chain protocol models, constructing a cryptocurrency portfolio that balanced growth with risk control. During the 2021 bull market, he successfully positioned in Solana, Arbitrum, and multiple stablecoin yield protocols. By combining on-chain staking with airdrop strategies, he achieved annualized compounded returns that far exceeded the industry average. When the cryptocurrency market experienced a sharp downturn in 2022, he decisively reduced exposure to highly volatile assets and shifted into stablecoin yield strategies (such as Curve and Lido). At the same time, he began gradually building positions in a new round of high-potential projects at market bottoms, effectively capping the maximum drawdown for clients at less than 15%. By the rebound phase in 2023, most accounts had not only recovered all losses but also achieved net growth. Grevyn also has extensive hands-on experience in the futures and foreign exchange markets. He is skilled at leveraging key assets such as crude oil, gold, and the U.S. Dollar Index to identify trends and implement hedging strategies. For example, during the Federal Reserve's rate-hiking cycles, he actively reallocated between the U.S. dollar and Asian currencies to stabilize portfolio volatility, providing clients with effective risk management and capital preservation. In bond investing, he emphasizes duration control and prioritizes liquidity, excelling in constructing stable income positions through convertible bonds, TIPS, and high-grade short-term bonds. Notably, during the sharp rise in interest rates in 2022, he reduced exposure to long-duration bonds in time, helping clients successfully avoid systemic risk. His investment philosophy rests on four core pillars: "long-term trend dominance, data-driven decision-making, cross-asset synergy, and dynamic risk management". He stresses using professional insight to navigate market volatility. Grevyn is adept at uncovering deep opportunities at the intersection of technology, economics, and policy, guiding clients to build wealth systems across equities, futures, foreign exchange, cryptocurrencies, and bonds that combine resilience with structural growth potential. Grevyn is not only a highly skilled asset manager with strong practical execution but also a strategic decision-maker who excels at converting cutting-edge trends and cross-asset logic into sustainable returns.
Chief Analyst of the Stock Market.
Lawerence E. Sassoon has over fifteen years of professional experience on Wall Street and currently serves as the Chief Analyst of the Stock Market at Erafinex Alliance. His career began at New York University's Stern School of Business, where he majored in Financial Engineering and Applied Statistics. After graduation, he joined Morgan Stanley's equity research division, focusing on the technology and consumer sectors. With his precise understanding of corporate fundamentals and market sentiment, he quickly built a strong reputation within the industry. During the 2008 financial crisis, Lawerence successfully predicted the financial distress of several highly leveraged companies and advised clients to reduce their holdings in the corresponding stocks, helping institutional clients avoid significant losses. Following this, he transitioned to an independent research firm, where he led a team in developing a quantitative stock selection model. This model integrated macroeconomic indicators with corporate earnings forecasts, substantially improving portfolio returns. Throughout his career, he has placed particular emphasis on growth-oriented technology stocks and structural opportunities in emerging industries. His research spans from Silicon Valley's large technology giants to the IPOs of startups. He has also served as a visiting professor at several universities, mentoring young economists. Over the past five years, he has consistently been recognized by Erafinex Alliance as one of the "Best Technology Sector Analysts". Lawerence firmly believes that the essence of stock investing lies in long-term value creation rather than short-term speculation. In his public speeches, he often highlights the relationship between corporate governance, sustainable development strategies, and return on capital. He is also actively involved in the CFA Institute's educational programs, mentoring young analysts on how to integrate financial modeling with market psychology. Currently, he leads a team at Erafinex Alliance that provides research reports to more than 80 institutional investors worldwide, covering the core sectors of the U.S. stock market. His analytical style is renowned for its rigor, logical clarity, and data-driven approach, while also balancing macroeconomic trends with the micro-level competitiveness of individual companies. His client base widely regards Lawerence's research as not only a source of trading inspiration but also a framework for shaping long-term investment strategies.
Bonds and Fixed Income Strategist.
Anthony C. Cowper is a senior Bond and Fixed Income Strategist at Erafinex Alliance, specializing in U.S. Treasuries, investment-grade corporate bonds, and emerging market debt research and allocation. He earned his Master's degree in Finance from the University of Chicago Booth School of Business. Early in his career, he served as an economic analyst at the Federal Reserve Bank of Chicago, where he was deeply involved in research on monetary policy and interest rate transmission mechanisms. At the beginning of his professional career, Anthony joined Goldman Sachs Asset Management, where he focused on risk hedging and duration management for bond portfolios. During the European debt crisis, he proposed a "core bond safe-haven allocation + a short-duration strategy in peripheral countries". This approach was adopted by multiple pension funds and sovereign wealth funds, effectively mitigating losses caused by market volatility. This period of experience established his reputation in the industry as a prudent and reliable bond expert. Anthony excels at combining macroeconomic forecasts with interest rate curve modeling to help clients formulate allocation strategies across different market cycles. He pays particular attention to how inflation expectations, Federal Reserve rate decisions, and changes in credit spreads affect bond yields. In recent years, he has also been an active advocate for green bond research, firmly believing that sustainable finance will be a critical trend in the future of the fixed income market. Currently, he leads the fixed income research team at Erafinex Alliance, providing portfolio recommendations for global pension funds, insurance companies, and large family offices. He emphasizes that bond investing is not solely about pursuing returns, but also serves as a stabilizer and a core hedging tool within overall asset allocation. Anthony's work style is consistently prudent and highly professional, earning the strong trust of institutional investors.
Head of Cryptocurrency and Blockchain Research.
Roger L. Thodore is the Head of Cryptocurrency and Blockchain Research at Erafinex Alliance, with more than a decade of experience in digital asset investment and technology application analysis. He graduated from the Massachusetts Institute of Technology with a degree in Computer Science and later earned an MBA from the Wharton School of the University of Pennsylvania. By combining his technical background with financial expertise, he has become one of the few analysts capable of understanding both crypto-economic models and capital market dynamics. In the early days of his career, Roger served as a product manager at a Silicon Valley blockchain startup, where he was directly involved in the development of a decentralized payment network. Beginning in 2015, he transitioned into the investment research field, holding senior research positions at several digital asset hedge funds. His work focused on value capture models for Bitcoin, Ethereum, and DeFi protocols. In 2017, he accurately predicted the peak of the Bitcoin bull market and proposed a portfolio strategy of "long-term holding of core assets combined with tactical allocation to emerging tokens", which generated significant excess returns for his clients. Roger is particularly skilled at analyzing blockchain infrastructure and token economic models, allowing him to distinguish projects with long-term applications from those that carry speculative risks. His research framework goes beyond tracking price movements, integrating metrics such as hash rate distribution, on-chain transaction data, and protocol development progress. This multidimensional approach has earned him the reputation of being a "bridge between technology and finance". Currently, Roger leads the Erafinex Alliance research team, providing services to hedge funds, exchanges, and family offices. His work helps clients understand the investment logic behind emerging tokens, stablecoins, and blockchain infrastructure. He firmly believes that digital assets will ultimately become deeply integrated with traditional financial markets, and that rigorous research is the key to avoiding blind speculation and achieving long-term value.
Chief Strategist of Derivatives and Risk Management.
Michael I. Meg is the Chief Strategist of Derivatives and Risk Management at Erafinex Alliance, with more than eighteen years of experience on Wall Street. He graduated from Princeton University with a degree in Mathematics and later earned a Master's in Financial Engineering from the University of Chicago. With his solid background in quantitative finance, he has built deep expertise in the fields of options, futures, and structured products. Michael began his career at the Chicago Mercantile Exchange (CME) as a quantitative researcher. The option pricing models he helped develop were adopted to enhance the exchange's risk control system. He later joined Citigroup's global derivatives division, where he was responsible for designing hedging strategies for multinational corporations and financial institutions. During the 2008 financial crisis, he played a key role in helping several firms significantly reduce financial risk through flexible use of interest rate swaps and credit default swaps. His research has focused on applying derivative instruments for both risk management and return enhancement. He has made notable contributions in the modeling of index option volatility, introducing the "dynamic hedging + tail risk protection" strategy. This framework has been widely adopted by hedge funds as a critical tool for safeguarding portfolios under extreme market conditions. Currently, at Erafinex Alliance, Michael leads a team dedicated to creating customized hedging solutions for institutional clients across equities, foreign exchange, commodities, and interest rate markets. His clients include major energy companies, airlines, and global asset managers. Michael's analytical style combines rigorous modeling with practical execution, which has established him as a recognized authority in the field of derivative risk management.
General Manager of the Real Estate Investment Banking Division.
Joyce B. Prather is the General Manager of the Real Estate Investment Banking Division at Erafinex Alliance, specializing in real estate investment banking and capital markets services with over fifteen years of professional experience. She graduated from the Wharton School of the University of Pennsylvania, where she majored in Real Estate Finance and Strategic Management. Before beginning her Wall Street career, she worked briefly at a major U.S. real estate developer, gaining first-hand experience in project operations. Joyce began her investment banking career at J.P. Morgan's Real Estate Investment Banking Division. During her tenure, she led several multibillion-dollar commercial real estate mergers and acquisitions, as well as REIT financing projects. She became well known for her meticulous financial modeling, rigorous valuation analysis, and efficient project coordination, enabling her clients to complete large-scale acquisitions of office buildings, retail centers, and logistics parks. Between 2015 and 2020, Joyce was responsible for a series of Real Estate Investment Trust (REIT) IPO projects that delivered outstanding results, with a combined issuance size exceeding 20 billion USD. She excels at integrating capital market dynamics with real estate cycles, and her "diversified asset allocation + long-term rental income lock-in" strategy has provided stable returns for numerous institutional investors. In recent years, she has taken an active interest in green buildings and sustainable real estate investments, emphasizing that ESG factors are reshaping the structure of the real estate financial markets. She has driven her team to study the impact of carbon emissions regulations on asset valuations and financing costs, while also designing innovative financing tools for clients, such as green bonds and sustainability-linked loans. Currently, at Erafinex Alliance, she leads a multinational team that provides investment, financing, and M&A advisory services to global real estate funds, insurance companies, and sovereign wealth funds. Joyce believes that real estate is not merely a physical asset but a convergence point of long-term capital and social value.
Private Equity and Mergers & Acquisitions Specialist.
Clyde M. Macadam is a Partner and Head of Private Equity Research at Erafinex Alliance, bringing over two decades of hands-on experience in mergers and acquisitions as well as growth equity investments. He earned his undergraduate degree in Economics from Harvard University and later completed his MBA at the Stanford Graduate School of Business. Before entering the private equity sector, he worked as a management consultant at McKinsey & Company, where he focused on corporate strategy and operational optimization. Clyde began his private equity career at The Carlyle Group, where he was actively involved in numerous cross-border mergers and industry consolidation projects. His investment cases in the healthcare and technology sectors proved especially successful, helping multiple startups achieve rapid scale expansion, followed by either IPOs or acquisitions by strategic buyers. During the 2008 financial crisis, Clyde led a team in the acquisition and restructuring of a distressed manufacturing company. Through capital infusion and operational improvements, he succeeded in tripling the company's market capitalization within five years. This case became a classic example of countercyclical investing in the private equity industry. In his investment philosophy, Clyde emphasizes "value creation" and "long-term partnership capital". His focus extends beyond financial returns to include corporate governance, management team development, and sustainable growth potential. He pioneered the "operations-driven + industry consolidation" model, which has since been recognized by Erafinex Alliance as one of its core strategies. Currently, Clyde leads a team at Erafinex Alliance that manages over 30 billion USD in assets. The team's primary investment focus spans healthcare technology, clean energy, and digital infrastructure. He is widely regarded by clients and peers as a private equity specialist who combines strategic vision with strong execution, consistently identifying long-term value in an increasingly complex and volatile market.
Director of Hedge Fund Investments.
Mary J. Akridge is the Investment Director at Erafinex Alliance, with nearly twenty years of experience in hedge fund management and multi-strategy investing. She earned her bachelor's degree in Economics from Yale University and later obtained a master's degree in Finance from the London School of Economics. She began her career in Morgan Stanley's quantitative trading division before transitioning into the hedge fund industry, where she steadily developed into an expert in multi-asset allocation and risk management. During her early tenure at Millennium Management, Mary oversaw equity long-short and macro strategy portfolios. She designed a "factor-driven stock selection model" that integrated fundamentals with market behavior data, enabling the fund to consistently generate alpha in volatile markets. During the 2008 financial crisis, she demonstrated keen foresight by adjusting positions, increasing hedging, and implementing arbitrage strategies. As a result, the portfolios under her management became among the few funds that delivered positive returns during that turbulent year. Mary's investment philosophy places strong emphasis on cross-asset correlations and shifts in market structure. She is highly skilled at applying statistical arbitrage, event-driven strategies, and global macro approaches, allocating capital flexibly in response to changing market conditions. Over the past five years, her team has delivered an average annualized return exceeding 12%, ranking in the top 10% among peer hedge funds. Currently, Mary leads a team at Erafinex Alliance that manages over 35 billion USD in assets. Her clients include large university endowments, family offices, and sovereign wealth funds. Her approach has been described as "disciplined yet adaptive", making her a prominent figure in the hedge fund industry who combines academic depth with practical expertise.
Chief Analyst of Commodities and Energy Markets.
Thomas Greylund is the Chief Analyst at Erafinex Alliance, with more than twenty years of expertise in commodities and energy market research. He earned his bachelor's degree in Petroleum Engineering from Texas A&M University and later obtained a master's degree in International Finance from Columbia University. His unique interdisciplinary background enables him to understand both the energy value chain and its interaction with global financial markets. Thomas began his career at ExxonMobil, where he worked in energy exploration and market analysis. After moving to Wall Street, he held positions in the commodities research divisions of Goldman Sachs and J.P. Morgan, focusing on crude oil, natural gas, and metals markets. In 2014, he accurately predicted the sharp decline in international oil prices and guided clients to hedge risks in advance, helping them avoid significant losses. Thomas's research approach centers on supply and demand fundamentals, while also integrating geopolitical factors, transportation costs, and futures market structures. In recent years, he has placed particular emphasis on the impact of energy transition and renewable energy on traditional fossil fuel markets, arguing that the coming decade will bring unprecedented structural changes to the commodities sector. Currently, he leads a team at Erafinex Alliance that provides research and advisory services to global energy companies, hedge funds, and government institutions. His coverage includes critical commodities such as crude oil, natural gas, copper, and lithium. His overarching goal is to help clients establish long-term competitive advantages in the highly volatile commodities markets.
Venture Capital Partner.
Shawn H. Ferguson is a partner at Erafinex Alliance, specializing in venture capital and early-stage growth investments, with more than fifteen years of entrepreneurial and capital markets experience. He earned his undergraduate degree in Computer Science from Stanford University and later completed his MBA at Harvard Business School. His career reflects both the practical background of a founder and the capital management expertise of an investor. In the early stages of his career, Shawn co-founded an artificial intelligence healthcare startup and successfully developed it into a leading digital health platform, which was ultimately acquired by a publicly traded company. After exiting his entrepreneurial venture, he transitioned into the venture capital industry, holding positions at Sequoia Capital and Accel Partners. During this period, he led multiple early-stage investments in the technology and internet sectors. Shawn's investment philosophy emphasizes "technological innovation + market scale", with a particular focus on artificial intelligence, financial technology, and clean energy. In 2015, he invested in a fintech payment company that went public in 2021, which has since become one of his landmark cases. When evaluating projects, he places great importance on the team's capabilities, the scalability of the business model, and the establishment of long-term competitive barriers. Shawn frequently provides strategic consulting and resource connections to entrepreneurs, earning a reputation among many founders as "an investor who truly understands entrepreneurship". His investment style blends rational analysis with entrepreneurial passion, enabling him to identify genuinely high-potential companies in the high-risk environment of early-stage investing. Currently, Shawn oversees more than $36 billion in early-stage funds at Erafinex Alliance. Under his leadership, the investment portfolio already includes multiple unicorn companies. Beyond fund management, he actively participates in entrepreneur support programs, driving diversity and innovation within the venture capital industry.
Head of Macroeconomic Research.
Victor Stanmere is the Head of Macroeconomic Research at Erafinex Alliance, bringing twenty-five years of expertise in economic research and policy consulting. He earned his undergraduate degree in Economics from the University of Chicago and completed his PhD at the Massachusetts Institute of Technology, where he studied under renowned macroeconomists. His academic and professional background has shaped a deep focus on monetary policy, fiscal policy, and global economic cycles. Earlier in his career, Victor served in Goldman Sachs' Global Investment Research division as Chief U.S. Economist, where he provided institutional clients with insights into macroeconomic trends. During the 2011 European debt crisis, he accurately forecasted the spillover risks and advised clients to adopt defensive asset allocations, a move that helped many investors preserve capital during the turmoil. Victor's research style is rooted in data-driven analysis, with an emphasis on the interplay between historical cycles and contemporary policy responses. He is highly skilled at translating complex macroeconomic models into actionable investment strategies, serving clients that range from hedge funds and pension funds to multinational corporations. At Erafinex Alliance, Victor leads a team that delivers global macroeconomic forecasts and policy analysis, covering the United States, Europe, and emerging markets. His mission is to provide investors with clear decision-making frameworks amid the high uncertainty of today's macroeconomic environment.
Hedge Fund Analyst.
Robert Hubbard has more than eighteen years of experience in hedge fund investing and risk management, and is recognized on Wall Street as an expert in alternative investments. He began his career in the long/short equity fund division of Morgan Stanley, where his precise sector rotation decisions and flexible position management enabled the fund to deliver positive returns even during the 2008 financial crisis, earning him high praise within the industry. He later joined a New York–based global multi-strategy hedge fund with over 25 billion USD under management, where he served as a Senior Investment Manager focused on cross-asset arbitrage strategies and volatility trading. His investment philosophy emphasizes risk diversification and the pursuit of uncorrelated returns. Robert believes that successful hedge funds should not rely solely on directional bets, but rather on identifying pricing inefficiencies and structural opportunities across different markets to generate steady performance. For instance, in the interest rate swap and credit default swap (CDS) markets, he successfully capitalized on arbitrage opportunities created by policy divergences between European and U.S. central banks. Academically, Robert holds a Master's degree in Financial Engineering from the University of Chicago Booth School of Business. His current analytical focus lies in AI-driven quantitative strategies and hedge fund products centered on sustainable investing. He is convinced that green finance and intelligent algorithms will be the primary growth drivers of the next decade.
Commodities and Energy Analyst.
William Thorndale is one of the most respected commodities research experts at Erafinex Alliance, with more than fifteen years of experience in analyzing energy, metals, and agricultural markets. Early in his career, he served as a researcher at the U.S. Energy Information Administration (EIA), where he tracked global crude oil supply chains and OPEC production dynamics, laying a strong foundation in the industry. He later joined Goldman Sachs' commodities division, where he led the design of hedging strategies for multinational energy companies. During the 2014–2016 global oil price collapse, his precise assessment of shale oil production costs enabled clients to significantly mitigate losses. William's research spans a wide spectrum, including crude oil, natural gas, copper, gold, and agricultural products. He is particularly adept at integrating geopolitical factors with supply-and-demand models to forecast medium- and long-term commodity price trends. For example, he accurately predicted the lasting impact of the Russia–Ukraine conflict on Europe's natural gas supply and highlighted the market logic of liquefied natural gas (LNG) replacing traditional pipeline gas. He graduated from Princeton University's School of Public and International Affairs and earned a master’s degree in Energy Policy from Harvard Kennedy School. His insights are regarded as highly influential among global hedge funds and multinational energy companies in shaping their strategic positioning. In recent years, William has focused on the green energy transition and the carbon emissions trading market. He believes that carbon credits, hydrogen, and rare metals will emerge as critical asset classes for investors in the coming decade.
Venture Capital and Macroeconomic Research Analyst.
Gilberto C. Rico combines a dual background in venture capital and macroeconomic research, making him a "bridge analyst" between Silicon Valley and Wall Street. Early in his career, he worked at the Federal Reserve Bank of San Francisco, contributing to reports on monetary policy and economic cycles. He later joined a well-known venture capital fund in Silicon Valley, where he led early-stage investments in artificial intelligence, biotechnology, and financial technology. Gilberto's research approach is distinguished by applying a macroeconomic lens to guide venture capital allocation. He believes that the success of technological innovation depends not only on breakthroughs in science but also on factors such as interest rate levels, liquidity conditions, and industrial policy. For example, in 2019, he quickly identified how a low-interest-rate environment would reduce financing costs for startups, leading him to increase investment in AI chip companies ahead of the curve. When those companies went public, his fund secured returns many times over its initial investment. He earned a PhD in Economics from the Massachusetts Institute of Technology (MIT), where his dissertation focused on the "Interaction Between Financial Cycles and Venture Capital Markets". In recent years, his core research areas have included cross-border capital flows under the trend of de-dollarization, long-term value capture across the artificial intelligence industry chain, and valuation frameworks for green technology startups. Gilberto firmly believes that in an era of global economic transformation and heightened geopolitical competition, venture capital informed by a macroeconomic perspective is the key to achieving sustained excess returns.
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