[email protected]
HOME

OUR JOURNEY

About Us Social Impact Professor Introduction

PRODUCTS

White Paper AI Pro X

INVESTMENT LEARNING

American Equities Bond Securities Virtual Currencies Worldwide Economics Market Analysis

WEALTH BUILDING

Strategy & Vision Weekly Handpicked

DIGITAL LEARNING

Learning archive
SURVEY

ONLINE EVENT

Vote Raffle
Daniel Oliver Westbrook

0

Total Voted

Daniel Oliver Westbrook

Details

Vote


The Selection for Chief Investment Mentor is Open

Voting period: April 15, 2025, to December 01, 2025

The selection for the 9th Chief Mentor at QBI is now underway!
The candidates are two of our senior strategic analysts, each with their own strengths.
You can cast your valuable vote based on their teaching quality, style and the returns generated from their trading signals.
Henry Lawson

0

Total Voted

Henry Lawson

Details

Vote


0

Total Voted

Daniel Oliver Westbrook


0

Total Voted

Henry Lawson


Thank you For Vote

Daniel Oliver Westbrook

Position: AI Value Investing Expert | CIO of a Technology Hedge Fund
Location: Silicon Valley/New York/Remote
Age: 47
Family: Three children (2 sons, 1 daughter)
Spouse's Age: 45
Spouse's Occupation: Sculptor
Connection to Mentor: Met at the Quant Conference and joined the business school's AI project in 2021.

Personal Profile

With 8 years of experience in technology investment, Daniel specializes in value extraction in the U.S. AI sector. He developed a unique "Technology Moat + Cash Flow Discounting Dual-Drive Model." Previously, he served as the Chief Investment Officer of a top technology hedge fund, managing $1.5 billion, with significant investments in AI leaders like NVIDIA and Palantir, achieving a 5-year annualized return of 24% (benchmarking against a 15% annualized return of the NASDAQ 100).

In 2020, he founded the "AI Value Lab," training over 1,000 professional investors, with an average improvement of 300% in research efficiency within the AI sector.

Key Projects in AI Systems:

Stock Strategies (Unlocking Value in AI Companies - From Algorithms to Cash Flow)

Core Strengths

Dual Perspective on Industry and Investment
  • Technical Side: Deep understanding of machine learning, neural networks, and the evolution of large models (e.g., Transformers, Diffusion models).
  • Investment Side: Establishing a unique valuation framework for AI companies (data asset pricing, R&D capitalization rates, quantifying patent barriers).
Counter-Cyclical Positioning Ability

Accurately capturing inflection points in AI computing power (e.g., building positions in AMD in 2020) and data infrastructure (e.g., analyzing Snowflake's IPO pricing).

Regulatory and Risk Management Framework

Developing ethical investment screening standards for AI (e.g., avoiding ESG risks related to Deepfake misuse).

Professional Experience

March 2021 - Present | Quantivision Business Institute | Chief Valuation Expert
  • Developed the course "The Trilogy of AI Company Valuation: Technological Barriers x Business Models x Cash Flow," with practical case studies including deep analysis of C3.ai and Upstart.
  • Constructed the world's first AI Patent Impact Index, ranking research institutions based on their innovation capabilities.
May 2018 - February 2021 | TechAlpha Capital (New York) | Chief Investment Officer
  • Managed the "AI Disruption Fund," heavily invested in the semiconductor and cloud computing sectors, achieving an annualized Sharpe ratio of 1.8 (industry average of 1.2).
  • Created the "AI Adoption Curve" investment clock model, providing a 6-month early warning for the AI market correction in 2021.
  • Led pre-IPO valuation due diligence for unlisted AI companies, including Anthropic and Hugging Face.
September 2014 - April 2018 | Goldman Sachs TMT Group (San Francisco) | Senior Analyst
  • Accurately predicted the timing of NVIDIA's market capitalization exceeding $1 trillion.
  • Designed an acquisition valuation model for AI companies (Customer Lifetime Value x Algorithm Iteration Efficiency), notably applied in Microsoft's acquisition of Nuance.
  • Established an AI technology maturity assessment matrix for tech companies with market caps over $10 billion.

Education

  • Stanford University | Master's in Computer Science (AI Focus) (2012-2014)
  • University of Pennsylvania, Wharton School | Master's in Financial Engineering (2010-2012)

Henry Lawson

Position: Cryptocurrency Actuary
Location: New York
Age: 41
Marital Status: Married
Children: 2 daughters
Spouse's Occupation: Nurse

Background:

Henry met his mentor through connections in a trading platform where he initially worked. Recognized for his skills, he was recruited in 2022 to join the mentor's team as an actuary.

Career Goals:

To become a Senior Actuary with 8 years of in-depth research in the cryptocurrency field, focusing on cryptocurrency risk assessment, pricing model design, DeFi protocol economic mechanism optimization, and regulatory compliance analysis. He is committed to solving financial uncertainties in the blockchain ecosystem through data-driven methods.

Key Projects in AI Systems:

Cryptocurrency Strategy Development

Core Skills:

Cryptocurrency and Blockchain
Actuarial Modeling
Risk Management
Regulatory and Compliance
  • Proficient in Bitcoin, Ethereum, stablecoins, DeFi protocols (such as Compound and Aave), NFT economic models, and smart contract risk analysis.
  • Skilled in using Python, R, and SQL to build risk assessment models, conduct Monte Carlo simulations, predict cryptocurrency volatility, and perform liquidity stress testing.
  • Familiar with market risk, credit risk, smart contract vulnerability analysis, and on-chain data monitoring (e.g., on-chain TVL, staking rates, liquidation risks).
  • Knowledgeable about global cryptocurrency regulatory frameworks (FATF, MiCA, SEC policies), AML/KYC processes, and tax impact analysis.

Tools and Technologies:

Python (Pandas, Numpy, Scikit-learn), R, foundational knowledge of Solidity, SQL, Tableau, Chainlink Oracles, Etherscan analysis.

Work Experience:

Cryptocurrency Actuary | Quantivision Business Institute (2022-Present)
  • Developed a cryptocurrency options pricing tool based on historical volatility, integrating market sentiment data (such as social media and on-chain transaction volumes), enhancing forecast accuracy by 20%.
  • Led the economic model optimization of DAO governance tokens, using game theory to simulate token release mechanisms, extending user retention by 30%.
  • Regularly published cryptocurrency market risk assessment reports, providing hedging strategy recommendations for institutional clients.
Actuary | [Trading Platform Name] (2017-2022)
  • Contributed to the design of the first "cryptocurrency custody insurance" product, covering exchange cold wallet assets, facilitating the company's entry into the Web3 market.

Education:

  • New York University (2011-2015): Bachelor's in Statistics
  • Massachusetts Institute of Technology (2015-2017): Master's in Financial Mathematics and Actuarial Science

Professional Certifications:

  • Associate of the Society of Actuaries (ASA) - 2020
  • Financial Risk Manager (FRM) - 2021
  • Certified Blockchain and Digital Currency Analyst (CBDA)

[email protected]

Our Links
HOME OUR JOURNEY Market Analysis INVESTMENT LEARNING WEALTH BUILDING DIGITAL LEARNING ONLINE EVENT
Copyright © 2018 Quantivision Business Institute. All rights reserved.