Big picture - Why invest in ROBO Global
ROBO Global Snapshot
Robotics, automation, and AI (RAAI) is changing the world as we know it. For investors and society, the biggest gains and benefits of RAAI still lie ahead both financially and socially, and the benefits and efficiencies of these technologies will positively impact many aspects of our lives.
Globally, we are faced with many social challenges. Aging populations. Healthcare systems at capacity. Dangerous pollution levels. Over-demand for scarce resources. Increasing wage inflation. Safety and health concerns. The list goes on and on.
At its core, RAAI is about tackling many of these challenges by creating efficiencies, flexibility and assisting human safety and general well-being. At ROBO Global, we maintain a research and investment approach that supports these efforts by incorporating critical ESG aspects.
In the creation of the ROBO Global Indices, we have incorporated a strict ESG Policy. The ROBO Global ESG Policy dictates that we observe and may exclude companies if there is an unacceptable risk that the company contributes to or is responsible for serious human rights violations, severe environmental damage, or other violations of fundamental ethical norms, including the production of weapons that violate fundamental humanitarian principles through their normal use.
As futurists, we believe our investments should be in the best interests of future generations. We are committed to maintaining an ESG Policy that continues to reflect that believe even as our world changes around us.
Travis Briggs, CEO - US
Travis is CEO and Partner of ROBO Global. A veteran of the finance and wealth management industry, Travis is responsible for managing daily operations and executing the firm’s business strategy.
Prior to joining ROBO Global in March 2014, Travis served as managing director at Smith Group Asset Management in Dallas, where he created and led the firm’s Private Client Group. Before joining Smith Group, Travis served as Chief Operating Officer and Director of Business Development at Dallas-based hedge-fund Discovery Management. Earlier in his career, Travis was the Director of Investor Relations at Triton Energy and worked as an analyst at Bank of America.
William Studebaker, PRESIDENT & CIO
William Studebaker is ROBO Global’s President and CIO. Prior to joining ROBO, he was with Apex Capital from 2002 through 2015 where he served as the portfolio manager covering industrials. For the previous seven years he held a number of positions at Merrill Lynch, including as a trader on the New York Stock Exchange floor and, most recently, as a director in institutional equity sales. From 1991 to 1994, Bill was an analyst in the structured finance group of Cargill. He received his BA in Political Science and International Relations (double major) from the University of Wisconsin-Madison in 1991
Richard Lightbound, CEO - EMEA
Richard Lightbound joined ROBO Global in 2014. In addition to managing daily operations in Europe and Asia, he is responsible for executing the firm’s global business strategy.
Richard has worked for 15+ years within the financial services sector with Wells Fargo and Standard Chartered Bank in senior management positions with responsibility for Institutional and Corporate clients across Europe, MENA and Asia. He enjoyed a 7-year break from banking to join an early cloud computing company funded by Warburg Pincus (now part of Infor) where he launched and managed operations across Asia and Europe.
A frequent speaker at Robotics & Automation conferences and events, he has lived and worked in Hong Kong, USA, Europe, and Sri Lanka.
Chris Buck, HEAD OF SALES
Chris Buck is head of capital markets and sales for ROBO Global US. He brings over 25+ years of experience in capital markets and sales.
Prior to ROBO Global, Chris was Head of Client Execution Services, Americas iShares Capital Markets at BlackRock, where he was responsible for leading institutional and private wealth sales engagement across US, Canada, and Latin America. Prior to joining iShares, he was Director of Global Sales for Capital Institutional Services (CAPIS) in Dallas and spent seven years at UBS Investment Bank in NY, where he was Head of Alternative Research Provider Marketing Sales and Global Head of Soft Dollar and Directed Commissions Sales. Chris received his BA in Economics and Management from DePauw University. He holds FINRA Series 7, 66, 63, 9, 10, 24 licenses and is a Certified Investment Management Analyst (CIMA®).
Jeremie Capron, HEAD OF RESEARCH
Jeremie Capron is the Director of Research. Jeremie joined ROBO Global in 2017 with more than ten years of experience as an equity research analyst in Asia, Europe, and the United States, with a focus on industrial technology.
Most recently, Jeremie led CLSA’s industrial research out of New York. For the prior seven years he served as a Senior Research Analyst with CLSA in Singapore and Japan, receiving a No.1 stock picker award from Nikkei/Starmine and ranking No.1 for Japan Materials Research in Asiamoney Brokers’ Poll for three consecutive years. Earlier in his career, he was a project manager with Veolia Environment in Europe and Asia. Jeremie is a Chartered Financial Analyst (CFA), holds a Master’s Degree in Science and Executive Engineering from the École des Mines de Paris, and holds FINRA series 7, 63, 87 licenses. He is fluent in French and Japanese.
Brad Baker, CTO & DIRECTOR OF OPERATIONS
Brad joined Robo Global in March of 2018 as Chief Technology Officer and Director of Operations. Prior to joining Robo, he spent the previous 16 years at Smith Group Asset Management, a Dallas based investment advisor, where he was the head of the firm’s technology, software development, and trading operations as well as serving as a member of the quantitative research team.
Brad earned a BBA in Finance from the University of Texas at Arlington, graduating Summa Cum Laude. He was awarded the Chartered Financial Analyst (CFA) designation in 2004 and is a member of the CFA Institute and CFA Society of Dallas-Ft. Worth.
Lisa Chai, SENIOR RESEARCH ANALYST
Lisa Chai is a Senior Research Analyst with over 17 years of experience investing in disruptive technology companies and is a member of the Industry Classification Committee.
Prior to joining ROBO, Lisa was a corporate strategy consultant at Bluemont Partners where she worked with emerging growth technology companies. Previously, she spent 10 years at Palisade Capital Management and AG Asset Management (a subsidiary of Angelo, Gordon & Co.) where she was a sector head of Technology investing in Semiconductor, Software and Internet industries. Lisa was also a Research Analyst/Portfolio Manager at Tavistock Group and Ridgecrest Partners, a hedge fund focused on Technology and Telecom sectors. Lisa is currently a member of the Empire Angels, a professional angel group investing in early stage technology venture with a strong focus in Internet, FinTech and Enterprise Software. She is also a Strategic Advisor to MState.io, a Blockchain growth lab backed by Comcast Ventures, IBM and Boldstart Ventures, focused on scaling the most promising blockchain companies globally for the Enterprise sector.
Henrik Christensen, PhD, Director of the Institute of Contextual Robotics & Professor of Computer Science at UC San Diego
Raffaello D'Andrea, PhD, Professor of Dynamic Systems and Control at ETH Zurich
Ken Goldberg, PhD, Chair of the Industrial Engineering and Operations Research Department at UC Berkeley Professor
Manish Kothari, PhD, President of SRI Ventures
Wyatt Newman, PhD, Professor of Computer Science at Case Western Reserve University
Illah R. Nourbakhsh, PhD, Professor of Robotics & Director of the CREATE lab at Carnegie Mellon University
Daniela Rus, PhD, Director of CSAIL at MIT
Louis Vincent Gave, CEO at Gavekal
Frank Tobe, Editor & Founder of The Robot Report
Morten Paulsen, Head of Research and a Managing Director at CLSA Japan