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We firmly believe that smaller teams are more efficient and productive than larger teams. Each integrative member of the ERShares team is highly efficient, and well-connected. They accomplish goals daily--not just on a quarterly or monthly basis.
The book Getting Bigger by Growing Smaller, written by Joel Shulman, President and CIO of ERShares with Thomas T. Stallkamp (former COO of Chrysler/Daimler Corporation), introduces a powerful new growth model for corporate America–SEU’s or Strategic, Entrepreneurial Units. We apply their insights on how we manage our firm and why we maintain a small, cohesive team. We actually follow a pattern in the same spirit as the firms we invest in. Their book describes how large, mature companies become bureaucratic, leading them to become trapped in a declining phase of the corporate life cycle. Historically this barrier to continued growth has been, and is still, inevitable. ERShares, on the other hand, embraces an entrepreneurial culture by growing bigger, with a smaller team.
Dr. Joel M. Shulman is the founder, CEO, and CIO of ERShares. His 25+ years of research at Babson College (ranked #1 in Entrepreneurship) and author of a best-selling book developed while at Harvard University, led to the formation of a proprietary investment model and the Entrepreneur Factor®. Dr. Shulman previously founded and sold The Shulman Review, a CFA test-prep company that trained over 12,000+ investment professionals in 110+ countries around the world. He has provided consulting services to the World Bank and helped facilitate capital market development in Central Asian states. Dr. Shulman appears frequently in the media on Fox Business, CNBC, Yahoo Finance, Bloomberg, WSJ, Barrons, and Forbes (among others). He holds a Ph.D. in Finance, CFA charter holder, and an MPA from Harvard University.
Eva Ados is the COO of ERShares, where she oversees investments in global, publicly-listed entrepreneurial equities. She leads their global macroeconomic strategy and is responsible for thematic investing activities where she identifies investment opportunities in emerging and disruptive technologies including but not limited to: artificial intelligence, blockchain, cybersecurity and cloud. Ms. Ados regularly appears on CNBC, Bloomberg TV, FOX Business and Yahoo Finance and is often quoted in the financial press with her perspective on the global economy, financial markets, technology trends and entrepreneurial companies. Ms. Ados has global leadership experience encompassing innovative and start-up organizations throughout Europe and the US. She has developed and is managing two new investment strategies: Entrepreneur Innovation & Technology, as well as Female-led Entrepreneurial companies.
She is a Fulbright scholar and holds a Master’s in Innovation and Technology.
Mihai is the Chief Compliance Officer at ERShares. He has been with the company since June 2017 and has been involved in the finance industry since May 2016. Mihai started working at ERShares by conducting ETF market research in preparation for the company’s entrance into the ETF space. Mihai’s analysis expanded to all aspects of the company to fully understand the company structure, operations, and investment approach. Mihai applied his company knowledge in completing and updating Request for Proposals and Due Diligence Questionnaire the company received from current and potential investors. Mihai began using his company knowledge towards reviewing company documents, policies and procedures, conduct compliance testing, and further develop appropriate policies and procedures as the company continues to grow. Previously, Mihai was appointed as the portfolio manager of the 18-student group tasked with managing $2 million of Babson College’s Endowment. The mandate focused on long term growth and continuous outperformance of the S&P500. Mihai received his Bachelor of Science with a concentration in Finance and Global Business Management from Babson College. Furthermore, Mihai received his Master of Science in Finance from the F.W. Olin School of Business at Babson College
Evie Wang is the Head of Research Analytics at ERShares. She started working on company operations and financial data analysis, and will also actively participate in projects empowering ERShares with cutting-edge technology. Through experience working in financial institutions, technology firms and start-ups, she has developed a mindset to quickly absorb, understand and analyze information of new areas. Her competitive analytical skills, detail-oriented workstyle and spirit of teamwork will enable her to help expedite the vigorous growth of ERShares in the future. Evie received her Bachelor of Economics with a concentration in financial economics from Tsinghua University and her Master of Science in Finance from International Business School at Brandeis University.
David Zamarin is an Advisor at ERShares. He has been with the company since September 2016 and was previously the Operations & IT Manager. During his tenure he has worked on various daily operations, marketing, and IT-related projects related to financial analysis and increasing ERShares’ brand recognition. David graduated from Babson College a year early in May 2019 while still receiving a Magna Cum Laude designation with a Business Administration degree and a concentration in Entrepreneurship. Previously, David has successfully exited from his own two ventures and is currently running his latest Shark Tank featured business – DetraPel. David’s favorite entrepreneur is Jeff Bezos, Founder and CEO of Amazon.com
Lauren Park is the Senior Financial and Operations analyst at ERShares. She actively works on firm operations, focusing on compliance-related projects, marketing communication, and financial data analytical research. She manages the company brand positioning, design, and creative projects. Lauren has a strong background in the areas of operations, finance, and, control and compliance. Outside of ERShares, Lauren is a leader on topics including innovation, technology, impact on business, and intellectual property law with years of experience in the IT industry as a corporate legal consultant. With her technical prowess and sharp analytical skills, she hopes to help maintain and accelerate the growth of ERShares. Lauren received her Bachelor of Science with a double concentration from Babson College in 2020.
George Adosoglou is a senior AI Analyst, responsible for the incorporation of artificial intelligence in investment strategies and portfolio diversification. He is working on a series of projects that consist of incorporating large amounts of unstructured data and leveraging machine learning to extract the relevant insights for analysis. His duties also include streamlining portfolio analysis processes by leveraging AI. George also analyzes various trends in information technology/biotechnology and leverages machine learning techniques on various types of data. George is completing his Ph.D. at the University of Florida’s College of Engineering with a focus on Machine Learning, Asset Pricing, Natural Language Processing, Optimization, Network Science, and Data Mining. He has work experience in the pharmaceutical industry in Europe, as well as in military logistics and the IT sector.
Derrick Ji is the Quantitative Financial Analyst at ERShares. He has a strong background in both computer science and quantitative economics. Before joining ERShares, he had 5+ years of research and data analysis experience (including 3 years of work experience as a data scientist). Derrick is passionate about doing research and conducting data analysis to help people make better business decisions. He has experience in using machine learning models and statistics/econometrics methods to solve real-world problems. In addition, he also has experience in collecting and manipulating data from various sources and experience in using ETL tools to build data pipelines. Derrick received his Bachelor of Science in Computer Science from South China Agricultural University and his Master of Science in Econometrics and Quantitative Economics from Tufts University.
Rahul M Raj is a financial analyst at ERShares. He actively works on stock research, portfolio monitoring, observes the markets closely for shocks and turns and manages the trading related operations of the fund. Rahul is a firm believer in value and growth investing and has beaten the Indian markets four years in a row through his personal investing strategies. Having worked with Ernst & Young, Rahul comes with a rich experience in consulting. Rahul graduated with an MBA in Quantitative FInance and Entrepreneurship from Babson College. He hopes to apply his investing principles coupled with his consulting experience to accelerate the growth of ERShares. Outside of ERShares, Rahul believes in giving back to society, which he does through his service to Rotary International and Freemasonry.
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