I grew up in circumstances that taught me early that the distance between where you start and where you end up is closed by two things: ideas that matter, and the discipline to see them through.

That understanding shaped my career. Across decades of investing in healthcare, technology, energy, and finance, I’ve been drawn to the same kind of opportunity over and over: situations where a genuinely good idea is mispriced, misunderstood, or held back by the very people responsible for moving it forward.

That pattern is what led me to behavioral finance. My training at Wharton gave me the analytical foundation. But years of watching smart people make predictable mistakes gave me my real education. Founders who couldn’t separate conviction from evidence. Investors who confused narrative momentum with fundamental strength. Boards and management teams that chose to stay on a path that maximized comfort when the situation demanded a more honest assessment.  The numbers matter, but the people behind the numbers matter more.

At Kadima Sun, that dual focus is the whole point. We don’t just analyze what a company is doing. We analyze what the people inside it, around it, and investing in it are thinking, and where that thinking has become detached from reality.

To me, success carries an obligation. A minimum of 1% of the general partner’s annual net profits are donated to charitable causes each year. Never client funds. This was built into the firm from the beginning, and I apply the same rigor to giving that I bring to research: proven impact, strong governance, and the ability to scale.

Everything I do comes from one place: a belief that innovation and capital – applied with discipline and honesty – can create widespread positive outcomes that last.

This is the passion that drives the work.