In the separately managed accounts established by financial advisors, AI Exchange provides significantly greater liquidity and full portfolio transparency, with simplified tax reporting (1099s) compared to traditional alternative investments. Additional advantages of the platform include ease of use, low investment minimums, an array of uncorrelated long and short equity strategies, and portfolio diversification. Marco Bitran and his colleagues believe alternative investments can provide superior risk-adjusted returns through the employment of a broad investment toolset that includes long and short positions, opportunistic holding, and tactical trades across global markets.
Marco Bitran brings a wealth of experience and entrepreneurial spirit to his position at AI Exchange. The founder and COO of Digital Entertainment Media, Inc., an early player in the video-streaming industry, he served as a Financial Analyst in the Investment Banking Division and as an Equity Research Associate on the Telecommunications Equipment Team of Morgan Stanley and became a Sector-Fund Manager and Global Industry Analyst at Wellington Management Company, LLP. Prior to co-founding AI Exchange, Mr. Bitran founded Clearstream Investments, LLC, where he acted as Portfolio Manager.