Venture Partner
Katie Wei is a seasoned investment professional with over 15 years of combined experience in multi-asset investments, asset allocation, portfolio construction and optimization, capital markets, and risk management.
Katie brings a unique perspective to hotel investments and hospitality portfolio construction through the lens of an investor, a researcher and a risk manager, incorporating quantitative modeling and analyses to identify opportunistic hospitality investments while managing the overall risk.
She has a decade of multi-asset portfolio management and global asset allocation experience at AQR Capital Management, where she co-managed multi-asset portfolios in equity, currencies, fixed income, commodities, and credit. She also has two years of alternative investments experience at Bank of America Merrill Lynch to evaluate fund managers and provide analytics on fund return drivers and portfolio optimization. She began her Wall Street career at Deutsche Bank in the capacity of equity derivatives structurer and market and credit risk manager.
Katie holds an M.S. degree in Financial Mathematics from Stanford University and a B.S. degree in Mathematics and Statistics from the University of Toronto.
Bay Street Capital Holdings is a subsidiary of Maridea Global Capital Management. Maridea refers to Maridea Global Capital Management and all of its subsidiaries and affiliates. Maridea Wealth Management LLC, a subsidiary, is a registered investment advisor and may also conduct business under the names of Huckleberry Capital Management and/or Bay Street Capital Holdings.
Maridea Wealth Management LLC provides investment advisory and related services for clients nationally. Gagni Wealth Management LLC, also a subsidiary, is a registered investment advisor providing investment advisory and related services to clients nationally. Maridea will maintain all applicable registration and licenses as required by the various states in which Maridea conducts business, as applicable. Maridea Wealth Management LLC is an SEC registered investment advisor and Gagni Wealth Management LLC is a Texas state registered investment advisor. For additional information, please click here for our disclosures page.