INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING • INVESTING SHOULD BE EASIER • EVERYONE DESERVES A FINANCIAL FUTURE • THIS IS NEXT GENERATION INVESTING •

We’re sharing our experience to help others invest more intelligently, from the institutional investor to those just starting out. Through our asset management solutions, our goal is to make investing simple.

Leveraging decades of experience for a new world.

The world is changing rapidly. We have the experience to help make sure you’re on the right side of that. Our investment themes revolve around the digital economy which is now even more present in our lives. And, we also know that the first step towards building wealth is wealth preservation. So, a core product of ours is an asset allocation solution that rotates between major asset classes to better returns with less downside risk.

Our Team

Chief Executive Officer

Qindong (Bruce) Liu Ph.D., CFA

Bruce manages WUGI, Esoterica's active ETF investing in 5G-enabled digital economy. Prior to Esoterica, he was a portfolio manager and partner of... Read More
Executive Chairman

Karan Trehan

Karan has been in international finance for four decades, principally based in New York City. After careers at The World Bank and Goldman Sachs... Read More
Portfolio Manager

Yang Ren

Yang is the portfolio manager of WUGI, Esoterica's active ETF investing in the digital economy. He started his investment career at Sanford Bernstein... Read More
Portfolio Manager/Senior Analyst

Wei Wang

Wei is Portfolio Manager/Senior Analyst of Esoterica Capital, focusing on equity fundamental research. Wei was a senior technology sector equity... Read More
Chief Operating Officer

Diana Wang

Diana is COO of Esoterica Capital. She was a private equity investor in real estate in New York, from 2013 to 2017, working with JD Capital to... Read More
Marketing Director

Wenjie Chen

Wenjie is leading Esoterica’s social media marketing strategy. She started her career as a breaking news reporter in XMG (Xiamen, China) TVB (Hong... Read More
Chief Scientist, Artificial Intelligence and Big Data

James Morton, Ph.D.

Jamie is Research Fellow at Simons Foundation. His research interest is developing algorithms for performing Bayesian inference on high dimensional... Read More
Treasurer & Principal Financial Officer, Esoterica Trust

Monique Labbe

Monique provides outsourced treasurer and principal financial officer solutions to Esoterica. Prior to joining Foreside, she held leadership... Read More
Chief Compliance Officer, Esoterica Trust

Nancy Tyminski

Nancy provides outsourced compliance solutions to registered funds. Prior to joining Foreside in 2015, she held various senior compliance roles... Read More

Board of Trustees

Darlene DeRemer

Darlene has over 35 years of experience in diverse roles within financial services including the last 13 years at Grail Partners. Over the course of... Read More

Ed McRedmond

Ed has over 20 years of experience in the ETF industry in a variety of roles including key accounts and institutional sales/relationship management,... Read More

Jack Gee

Jack was Managing Director and CFO/Treasurer of U.S. iShares at BlackRock from 2004 to 2019. Prior to BlackRock, he was Controller at Paul Capital... Read More

Corporate Partners

Our Values

Let’s make the future bright.

Our leadership team has worked at some of the world’s most prominent asset management companies and institutional investors. We’re now shifting our focus to ensure that the opportunity to create a better future gets passed along. It’s our goal to level the playing field by sharing our knowledge, insights and tools previously reserved for large institutional investors.
Join our Team

Words from our partners

The world is changing. We’re here to help you make the most of your financial future by getting ahead of it.

Learn More

Next

Generation

Investing

©2020, Esoterica Capital LLC (“ESOTERICA”). All content is original and has been researched and produced by ESOTERICA unless otherwise stated. No part of ESOTERICA’s original content may be reproduced in any form, or referred to in any other publication, without the express written permission of ESOTERICA. The content is for informational and educational purposes only and should not be construed as investment advice or an offer or solicitation in respect to any products or services for any persons who are prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.



Certain of the statements contained on this website may be statements of future expectations and other forward-looking statements that are based on ESOTERICA's current views and assumptions, and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. All content is subject to change without notice. All statements made regarding companies or securities or other financial information on this site or any sites relating to ESOTERICA are strictly beliefs and points of view held by ESOTERICA or the third party making such statement and are not endorsements by ESOTERICA of any company or security or recommendations by ESOTERICA to buy, sell or hold any security. The content presented does not constitute investment advice, should not be used as the basis for any investment decision, and does not purport to provide any legal, tax or accounting advice. Please remember that there are inherent risks involved with investing in the markets, and your investments may be worth more or less than your initial investment upon redemption. There is no guarantee that ESOTERICA's objectives will be achieved. Further, there is no assurance that any strategies, methods, sectors, or any investment programs herein were or will prove to be profitable, or that any investment recommendations or decisions we make in the future will be profitable for any investor or client. Professional money management is not suitable for all investors. For full disclosures, please go to our Terms & Conditions page.