Bodhi Tree is an alternative investment manager that uses data, technology, and evidence-based approaches for global investing on behalf of sophisticated investors. Our firm has been founded on the tenets of deep research and intellectual honesty.
Adavanced Dynamic Allocation
Tail Risk Protection
Tactical Tool Box
All Weather Strategy
Shalin Madan is the Founder and Chief Investment Officer of Bodhi Tree Asset Management. He was formerly a Managing Director at Strenta Investment Management, an SEC-registered investment adviser for a major family office, where he was responsible for all aspects of investment and portfolio management in a multi-asset class portfolio. Prior to that, Shalin was a Vice-President at Ivy Asset Management, where as a Portfolio Manager, he oversaw the firm’s flagship multi-manager hedge fund portfolios. He began his alternative assets career 17 years ago at Dome Capital Management, a hedge fund advisory firm for European institutional and super high net worth investors. In addition, Shalin has personally supported multiple highly successful Silicon Valley based tech startups as an investor and board advisor. Shalin holds an MBA in Finance from the Stern School of Business at New York University and a BA in Economics from the University of California at Berkeley. Shalin enjoys exercise, barbequing, pop-culture and spending time with his family.
you can follow shalin on twitter handle @BodhiTreeCIO
Sanjay Bhatia is the Chief Technology Advisor for Bodhi Tree Asset Management. He is the Founder of Izenda, a technology firm founded in his dorm room, which grew to over one million enterprise users. Prior to becoming a full-time entrepreneur, he also worked at Radiant Systems, Trilogy, and Microsoft. Sanjay has been featured on national television as well as various print and web news media. Sanjay has a BS high honors in computer science from Georgia Tech University as well as an MBA from Georgia State University. He enjoys yoga, the outdoors, cooking and photography.
Sofia Anselmetti is the Operations Manager for Bodhi Tree Asset Management. In her role, she handles day to day non-investment operations for the Firm as well as overseeing the Firm’s compliance program as the Chief Compliance Officer. Sofia’s career has been focused on project management in the startup industry, having consulted for multiple tech startups in Florida, Texas, and California. She also holds a Bachelors of Arts in Psychology from the School of Integrated Science and Humanity at Florida International University and a Master of Business Administration from the Huizenga School of Business at Nova Southeastern University, with a concentration in Supply Chain Management. In her free time, you can find her traveling, enjoying photography or in Crossfit.
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