Sharath Sury

Sharath Sury is an American financial economist and investor, best known for advising some of the most prominent families in Chicago in the 1990s and 2000s; and for his pioneering work in portfolio allocation strategies that integrate traditional and alternative investments. Sury is the originator of the “Efficient Portfolio Management (EPM)” investment process and the “Alpha Cost Index,” a measure of money manager performance relative to investment fees. He is also the editor of the published anthology of seminal works in finance and investments entitled, “Essential Readings in Applied Financial Economics,” featuring research by Nobel Laureates Harry Markowitz, William Sharpe, Robert Merton, and other prominent academics and investment practitioners. The text has been used as an advanced resource at undergraduate and graduate business schools, including at the University of California, Santa Clara University, and DePaul University.
Sury is a lecturer in finance at San Diego State University, a Visiting Scholar and adjunct professor in financial economics at the University of California at Santa Cruz and was also concurrently the Dean’s Executive Professor of Finance at Santa Clara University from 2008-2011. He began his service in academia in 2006, as a finance lecturer at DePaul University. Sury is the recipient of Santa Clara University’s ACE Outstanding Faculty Award, the Leavey School of Business Extraordinary Faculty Award, and DePaul University’s Seiden Award. While at Santa Clara University, Sury also created and served as the Executive Director of the Santa Clara Initiative for Financial Innovation & Risk Management, a two-year pilot initiative focused on sponsoring new research related to behavioral finance and the ethics of financial innovation. By 2010, the early success of this initiative led to the formation of the more expansive [http://economics.ucsc.edu/research/Sury%20Initiative/ Sury Initiative for Global Finance & International Risk Management (SIGFIRM)] at the University of California at Santa Cruz.
Prior to academia, Sury served as a Vice President in the Equities Division and Investment Management Division at Goldman Sachs & Co., after which he built and then later sold one of the nation’s top ranked investment firms and a global trading company. Under Sury’s leadership, S4/Valence Capital was listed at #2 (2005), #1 (2006), and #1 (2007) by Bloomberg Wealth Manager Magazine in its survey of top US managers; and was a (2006), according to Financial Advisor Magazine.
His research and commentary on the financial markets and economic policy have been featured on Bloomberg, MarketWatch, FundStrategy, Reuters, and HedgeWorld. Sury has given over 75 policy speeches in the past 3 years; his commentary on economic policy and financial disintermediation is delivered to governments, institutional investors, and prominent international families via speeches and moderated panel sessions at such forums as the annual , the Private Equity Summit, the Endowment & Foundation Forum, and the CFA Institute.
Sury has served on the Board of Advisors for the Arditti Center for Risk Management in Chicago, ,<ref name="aefonline1"/> the University of California’s proposed School of Management in Silicon Valley, the Santa Clara Initiative for Financial Innovation & Risk Management, and the UCSC Institute for International Economics.
Sury is a major donor to and supporter of the , Los Angeles Police Emerald Society, the San Jose Police Officers Association, Santa Clara University, the University of California, Habitat for Humanity, and the South Shore Drill Team.

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