Josh Schein, President

Josh Schein is President of Global Key Advisors. Josh previously developed and ran the InsideTrack® portfolios at Morgan Stanley and predecessor Smith Barney from 1996 through 2014. The portfolios sought to quantitatively identify and track “smart” money while evolving to incorporate data scrubbing and synthesis for strategies 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 behavioral aspects of three species 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 frequently 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 periodically mentors for or otherwise engages with organizations focused on helping startups succeed, including from 2017 through the present as a regional- or finals-round judge and moderator for the Cleantech Open, the world’s largest VC accelerator devoted to clean technology companies. To learn more about Josh’s non-conventional segue into asset management, read on.

Lessons from Honeybees: Falling into Big Data Without Knowing It