Josh Schein, CEO

Josh Schein is CEO of Global Key Advisors. Josh developed and has run the InsideTrack® portfolios at Smith Barney Citigroup from 1996, successor Morgan Stanley, and subsequently Global Key. Offered primarily to current and former officers and directors of public companies, the InsideTrack® portfolios have sought to identify and track ‘smart’ money through quantitative approaches incorporating the scrubbing and synthesis of relevant public data sources.

Prior to 1996, Josh was employed by Hambrecht & Quist and Bear Stearns where exposure to conventional investment methodologies under differing environments spurred the alternative approaches he later 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 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 additionally runs a large-scale data project on startup efficacy for the organization. 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