Blue Ivy Ventures Presents: Helping You Invest Like Institutional Investors

Robert Chung is currently a managing principal and portfolio manager at Arc Capital Management, LLC, a registered investment advisory firm based in Los Angeles, California, where he advises individual and institutional clients on portfolio management, asset allocation, and wealth strategies. Prior to joining Arc Capital Management, Robert was at Morgan Stanley Private Wealth Management in New York and co-advised on $500 million in private and institutional assets. 

Robert primarily focuses on active portfolio management where he conducts fundamental research and implements various trading strategies to help clients achieve maximum, risk-adjusted returns. As an independent investment advisor, Robert is committed to put client best interests first and provide them with the best possible fiduciary advice. Moreover, in his role as a general wealth advisor, Robert guides his clients in realizing their short-term and long-term financial objectives via asset allocation and wealth planning. 

Robert holds a Master of Business Administration in Finance and Management from The Wharton School of the University of Pennsylvania and a Bachelor of Arts cum laude from Yale University with majors in Economics and History. In his spare time, Robert is an ardent player and collector of fine Italian and French violins. 

Prior to joining AV, Yevgeny spent 15 years as a serial innovator at BlackRock. He was part of the original “skunkworks” team that conceived and seeded PennyMac Mortgage (exited successfully via IPO). He was also a founding member of the Financial Markets Advisory group (over $2 billion in cumulative revenue), which advised the Federal Reserve, U.S. Treasury, and over a dozen foreign governments. Yevgeny separately founded and led the Risk Advisory practice, coupling proprietary SaaS technology with investment consulting to grow the business from zero to over $1 trillion in assets under advisory. Internationally, Yevgeny drove the expansion of BlackRock in India — growing the employee base from 45 to 1,500 in two years — and the Middle East. He also participated in BlackRock’s first-ever Global Innovation Summit, where he incubated a new type of retirement product. Prior to BlackRock, Yevgeny conceived, prototyped, and patented a new design for the internal combustion engine. He is a CFA charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation, in addition to several FINRA regulatory licenses (series 7, 24, and 63). Yevgeny received his BA in Economics and Biomedical Engineering from Yale University.

Julia is an Investment Analyst at the Wesleyan Investments Office. At the endowment, she meets with investment managers as part of the asset allocation process and conducts portfolio analysis. She previously worked with the Global Education and Leadership Foundation to help found the Entrepreneurship Sports Generation, a global, sportified entrepreneurship competition. Julia studied Math and Philosophy at Yale University (’20).

David has over 25 years of experience as an investor, adviser, and board member, with expertise across early- and late-stage venture capital. Before joining Blue Ivy, David was Senior VP of Corporate Development and Business Development for DataXu, a marketer-aligned data and analytics company. Prior to his time at DataXu, he was a Director with the global venture and private equity firm 3i, including board directorships with ten companies. He also worked in the private equity group at GE Asset Management, where he specialized in late-stage venture and growth capital opportunities. David received his BA in History from Yale in 1991 and an MBA from the Tuck School of Business at Dartmouth in 2000.