Governance
An independent research office with institutional standards. No external capital, no investment advice, no financial products.
Legal Structure
Ocean Capital operates as an independent research office. It is not a fund, investment adviser, broker-dealer, or capital-raising vehicle. The office produces research for institutional readers and does not solicit, accept, or manage external capital.
Investment Committee
Research and capital allocation decisions are made by the Investment Committee, which includes professionals across public markets, macro strategy, private investments, risk governance, and research analysis. Each member leads a dedicated research domain.
Governance Standard
Public materials are reviewed for evidence quality, sourcing discipline, and publication control before release.
Team
Alex Carter
Chief Investment Officer
Michael Stein
Chief Risk Officer
Will Wang
Head of Private Investments
Daniel Wong
Portfolio Manager, Public Markets
Sarah Mitchell
Macro Strategist
Emily Chen
Director of Research
Kevin Patel
Technical Strategist