John Bailey

About John Bailey

John Bailey is a pioneer at the forefront of the next era of active investing, one where technology finally replaces the inefficiencies of traditional fund managers. As Founder and Managing Partner of Lumenai Investments LLC, he has built an AI-powered investment platform that constructs customized, transparent, and adaptive portfolios that invest directly in securities, eliminating costly “manager-of-managers” layers that drain alpha.Rather than outsourcing performance to illiquid, high-fee fund structures, Lumenai uses AI to bring institutional-quality portfolio construction directly to the client level, fully liquid, risk-managed, and engineered for precision. The result is a clean break from the old world of opaqueness and a move toward a radically more intelligent and accountable architecture for generating returns.Before founding Lumenai, John built Spruce Private Investors into one of the earliest institutional OCIO platforms, where he helped usher in the responsible use of passive ETFs alongside institutional alternative strategies for family offices and endowments. Earlier in his career, he served as CEO of Investments for a Connecticut-based single-family office using an endowment-style approach, advised institutional investors as a Vice President at Columbus Circle Trust (PIMCO), and began as an equity research analyst at Oppenheimer & Co.John has served as Chairman of the Investment Committee for Fairfield County’s Community Foundation and on the Advisory Board of the Family Office Association. A graduate of NYU Stern’s MBA program, his views on portfolio construction, AI-led investing, and the future of the asset management industry have been featured in The Wall Street Journal, Bloomberg, The New York Times, and The Financial Times.

Experience

1. Founder & CEO

   Lumenai Investments Llc

   Feb 2020 — Present · Stamford, CT, US

   Using Artificial Intelligence designed by best-in-class data scientists with a +22-year track record, Lumenai makes it easier and less expensive for sophisticated investors to create personalized, transparent, and self-adapting portfolios.With Lumenai, there is no need for opaque money managers or risky hedge funds.

Education

• NYU Stern School of Business

  Master of Business Administration - MBA, MBA in Management

Skills

• Due Diligence
• Hedge Funds
• Family Office
• Emerging Markets
• Management
• Fixed Income
• Asset Management
• Portfolio Management
• Investments
• Capital Markets
• Alternative Investments
• Private Equity
• Derivatives
• Hedging
• Real Estate
• Investment Management
• Trading
• Asset Allocation
• Risk Management
• Venture Capital
• Oil & Gas Industry
• Equities