Traditional investing needs innovative thinking for allocating capital into today’s markets. Disruption is inevitable, technology is borderless and rate of change is exponential.
Kelly Intelligence, through our own index provider, has established a new classification system for capturing the societal, economic and structural trends that will change our lives. Our firm crafts the indexes with a skilled understanding of what drives the burgeoning megatrends and underlying sub-sectors enabling that transformational change.
We provide true exposure to each theme or sector. As the intelligence revolution is borderless, our indexes are geographically agnostic and focus on the thematic investment strategy mandate. Strategic Investments relies on industry data and information to construct all indexes.
Kelly Intel offers thematic, core and sector indexes powered by these underlying principles:
- Distinguished Classification: Top-down investment classification approach where strategies seek to align investment exposure with macro economic factors to capture entire sectors or themes.
- Structural Alpha: Achieved through identifying structural trends that offer a higher sustainable growth profile.
- Robust and Resilient Exposure: Small overlap with global equity indices allows diversified exposure to the most promising components of the equity market.
Combining strong expertise in financial services and the experience of seasoned entrepreneurs, our team is determined to be the premier provider of cutting-edge strategies for today's markets.
Kevin is the Founder and CEO of Kelly Intelligence, an investment management and intelligence firm that seeks to bring cutting-edge products, with forward-looking exposure. Its growing suite of indexes provide highly liquid, pure-play access to innovative business models, emerging industries, and disruptive technologies. At Kelly ETFs, Kevin is responsible for ETF product design, structuring, managing retail and institutional investment research, and capital markets. He also serves as the CEO of Kelly Benchmark Indexes the index provider, and sponsor, of the SRVR and INDS ETFs which have over $1.7 billion.
In September 2014, Nasdaq named Kevin an ‘ETF Insider,’ and he is a recognized leader in ETF design, distribution and growth with his extensive track record of launching multi-billion dollar ETFs. Kevin’s thought leadership on markets, derivatives, e-commerce, and technology can be found weekly in top media outlets.
Previously, he is most notably known as the creator of the Nasdaq 100 Covered Call ETF (QYLD), one of the largest options ETFs. He created the BXNT index (CBOE NASDAQ 100 BuyWrite V2 Index) it currently tracks, alongside CBOE and Nasdaq, by changing the option component for real world application. Kevin led the initial public offering of the NYSE: EGIF closed-end fund after creating a custom options strategy for the portfolio. He previously worked for Goldman Sachs in the investment management division and Deutsche Bank’s debt capital markets group in London.
Krista Kelly, Chief Marketing Officer, is a recognized innovator and leader within the asset management industry. She oversees Kelly Intelligence’s operations, compliance, marketing, and distribution. She is currently the CMO of Kelly Benchmark Indexes where she is responsible for day-to-day operations of the firm and the timely execution of key business marketing initiatives for the Kelly SRVR and INDS Indexes. She is also in charge of education and investor outreach efforts, including business development among investment advisors, financial planners, investment counselors and family offices. Under her leadership, the fund complexes that Kelly Benchmark Indexes sponsors grew to over $2 billion in a few short years.
J.B. Blue, Chief Compliance Officer, has over 22 years of experience in the asset management industry. J.B. Blue serves as the Chief Compliance Officer for KSM and has 22 years of experience in the asset management space. In addition to his own expertise, Mr. Blue leverages team support within PINE Advisor Solutions to assist with the Firm’s regulatory and compliance support services. PINE has a team of compliance professionals that will test policies and procedures, oversee personal trading, conduct the annual review in accordance with Rule 206(4)-7, file annual ADV amendments, prepare the risk assessment and handle day-to-day compliance items. He was previously the SVP, Chief Compliance Officer and Director of Operations for 361 Capital. J.B. was responsible for overseeing 361’s operations and compliance department. Prior to joining 361 Capital in 2010, J.B. spent eight years at Janus Capital Group and was an instrumental player in their mutual fund and separate account operations. In 2009, he was named the “Janus Employee of the Year”. J.B. started his career at ALPS. J.B. earned the Certificate in Investment Performance Measurement (CIPM) and holds a Bachelor of Science degree in Business Administration from the University of Colorado and a Master’s of Business Administration from the University of Denver.
Gerry O’Donnell, Capital Markets Operations, is experienced in institutional financial markets and trading.
His expertise is in a variety of asset classes and financial instruments – both listed and over-the-counter, from equities to asset-backed credit derivatives and other structured products. Gerry has been at the center of 25 years of trading electronification, and the disintermediation between end-user retail customers and the wholesale financial marketplace.
Gerry’s most recent endeavor was as the founding CEO, and subsequently as COO, of Roberts & Ryan Investments Inc – a Service Disabled Veteran Owned Small Business (SDVOSB) broker dealer. Gerry led the firm out of operational dormancy following its purchase and takeover. The firm’s business included US capital markets primary issuance underwriting, and alternatively, secondary agency trading of US and EU local equities, corporate bonds, and municipal bonds. The firm served marquee asset managers with global exposure seeking diversity in their service providers by doing business with military veteran-owned firms in the US capital markets.
Gerry is a co-founder of Blue Ocean, a decade long project which is now a US based broker-dealer and Alternative Trading System enabling the electronic trading, by globally connected participants, of US listed securities during US nighttime hours (ie. exactly during the Asian daytime) – the first of its kind.
Gerry resigned from military service at the rank of Captain after having served honorably in the Army’s Military Police Corps. He earned a Bachelor of Science degree in Mathematical Economics, and an Army Officer’s commission, from the United States Military Academy, at West Point.
In today’s market, the only constant is change. Kelly ETFs gives you the access to capitalize on the constant changes in the markets in a simple, low-cost, effective way.