Founder's Note

ClarityX Research Institute was created out of practice, not theory.

After more than two decades working with entrepreneurs, family offices, institutions, and long-term capital across Asia and the United States, I've seen how investment decisions actually fail—not because of a lack of data or intelligence, but because reasoning breaks down under uncertainty.

Markets are complex systems. They shift regimes, invalidate assumptions, and expose second-order risks that traditional tools are not designed to surface. In those moments, decision-makers are not short of information—they are short of clarity.

ClarityX exists to explore how artificial intelligence can support investment reasoning without replacing human judgment. The goal is not automation for its own sake, nor prediction divorced from accountability, but systems that help practitioners think more clearly about what matters, what has changed, and what must be examined next.

MARY—ClarityX's applied research platform—is one expression of this work. It brings research ideas into practice by coordinating analytical perspectives across macro, risk, portfolio construction, manager evaluation, and long-term capital planning. Its purpose is not to decide for investors, but to help them reason more effectively when decisions are hardest.

This institute reflects my belief that the future of investing belongs to those who combine disciplined judgment with intelligent systems—tools that augment cognition rather than obscure it.

Background

My work has always centered on investing.

I began my career inside global financial institutions, working across private equity, listed equities, and institutional advisory roles. Over the years, I held senior positions at firms including Goldman Sachs, J.P. Morgan, and Credit Suisse, advising families, foundations, and institutions on portfolio construction, manager selection, and long-term capital strategy across market cycles.

Alongside this work, I maintained a deep interest in engineering and systems design. I studied Computer Science at the University of Southern California and later completed my MBA at the University of Oxford. These experiences shaped how I approach investment problems—not as isolated decisions, but as systems that evolve over time.

ClarityX Research Institute sits at the intersection of these disciplines: institutional investment practice, probabilistic reasoning, and applied artificial intelligence. The research program reflects questions I've encountered repeatedly in practice—and the tools I wished had existed when decisions were most consequential.