Big Picture – A Deep Dive Examination of ROBO Global
ROBO Global Snapshot
Environmental, Social & Governance
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.
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.
CEO - EMEA & ASIA
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.
PRESIDENT & CIO
Bill Studebaker joined the ROBO Global team in 2015 after more than 20 years in capital markets and investment management. For more than a decade, he served as a portfolio manager at Apex Capital where he covered industrials and the economies of supply chain management. Earlier in his career, he held a number of positions at Merrill Lynch, including as a trader on the floor of the New York Stock Exchange and as a director in institutional equity sales, and he was an analyst in the structured finance group of Cargill.
Bill received his BA in Political Science and International Relations (double major) from the University of Wisconsin-Madison.
DIRECTOR OF RESEARCH
Jeremie Capron 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) charter holder, 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.
HEAD OF CAPITAL MARKETS & SALES
Chris Buck brings more than 25 years of experience in capital markets and sales to his role of head of capital markets and sales for ROBO Global.
In his role as Head of Client Execution Services, Americas iShares Capital Markets at BlackRock, he was responsible for leading institutional and private wealth sales engagement across US, Canada, and Latin America. He also served as 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®).
HEAD OF GLOBAL MARKETING
Erin was recruited to the ROBO Global team after adding impressive value as a consultant with iris Concise in Atlanta. In her role as Director at Concise, she partnered with clients to drive the commercial performance of leading brands such as IHG, Shell, and Zaxby’s, as well as ROBO Global. Prior to joining Concise, she worked in NYC developing integrated marketing campaigns designed to drive awareness, brand love, and customer retention in the retail space.
Erin holds an MBA from Emory University’s Goizueta Business School and a BS in Business and International Studies from Wake Forest University.
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 and 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.
DIRECTOR OF FINANCE & PLANNING
At ROBO Global’s founding in 2013, Clay acted as the Operations Manager and currently serves as the Director of Finance & Planning. Prior to joining ROBO Global, Clay co-founded Presidential Advantage Tutoring, which he sold in early 2013. He also worked as an associate intern for Silicon Valley Bank and a financial analyst at Bamford Partners.
Clay graduated with honors in business from the Cox School of Business at Southern Methodist University.
SENIOR RESEARCH ANALYST
Lisa Chai brings more than 17 years of experience investing in disruptive technology companies to her role as ROBO Global’s Senior Research Analyst.
Prior to joining ROBO Global, Lisa was a corporate strategy consultant at Bluemont Partners where she worked with emerging growth technology companies. She also 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 the semiconductor, software, and Internet industries. Earlier in her career, she served as a Research Analyst/Portfolio Manager at Tavistock Group and Ridgecrest Partners, a hedge fund focused on the technology and telecom sectors.
Lisa is currently a member of the Empire Angels, a professional angel group investing in early stage technology ventures 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. She graduated from Boston University Questrom School of Business.
COMMUNICATIONS & MARKETING
Erica first joined the ROBO Global team as a content marketing specialist in 2014 and currently serves as the firm’s content manager. She manages the creative content, social media, and marketing strategies that lie at the convergence of investing and robotics.
Erica graduated from High Point University as a Presidential Scholar with a BA in Journalism and has had bylines in both print and digital media. Prior to ROBO, Erica dedicated three years to editorial, research, and social media internships.