Luan is responsible for manager research and due diligence. Additionally, he assists the team with portfolio construction and manager performance monitoring. Luan has extensive experience in the financial industry, including portfolio optimization and construction, program trading, fund accounting, compliance oversight, and investment operations. Luan’s role leverages his thorough understanding of the workings on both the buy-side and retail investments. His hands-on experience in the public markets plays a critical role in assessing and providing guidance to funded and prospective managers. Luan’s financial services career began in 1999 as an Associate in TD Waterhouse’s Brokerage Services