Josh Schein, President

Josh Schein is President of Global Key Advisors. Josh developed and ran the InsideTrack® portfolios at Morgan Stanley and predecessor Citi Smith Barney from 1996 through 2014. The portfolios sought to quantitatively identify and track “smart” money while evolving to incorporate data scrubbing and synthesis utilizing nonconventional public information sources.

Prior to 1996, Josh was employed by Hambrecht & Quist and Bear Stearns in roles affording insights into conventional investment decision-making processes which spurred the alternative methodologies he subsequently developed through InsideTrack®. Josh holds a BA summa cum laude from West Virginia University and a JD from the University of Washington School of Law where he co-founded the Washington International Law Journal and published on the legality of proposed US trade sanctions under GATT.

During college, Josh spent a year of study in Varanasi, India and a year in northeastern Thailand as a research assistant with Yale University investigating the foraging energetics and behaviors of Asian honeybees on a project involving formative exposure to on-the-ground challenges in statistical data collection and analysis. Josh also became fluent in Japanese, later interpreting oral and written communication on behalf of Citi Smith Barney management and compliance including conducting detailed simultaneous telephone translation of time-sensitive discussions involving margin limits on derivative instruments, multi-account collateralization structuring, and asset recovery strategies.

Josh engages actively with several organizations focused on helping the environment, notably, serving from 2015 through the present as a regional or finals-round judge and moderator for the Cleantech Open, the world’s oldest and largest VC accelerator devoted to clean technology companies, where he was also named Mentor of the Year for 2020. Josh is a member of the board of Acterra, a nonprofit organization focused on environmental engagement, and an advisory board member for Lifeboat Ventures, a for-profit venture fund targeted toward disaster mitigation.

To learn more about Josh’s unconventional segue into asset management, read on.

Lessons from Honeybees: Falling into Big Data Without Knowing It