Founded in 2019 by Brad Alford, OCIO Analytics emerged from the vision of creating a comprehensive market index tailored for institutions within the OCIO universe. This innovative concept gained traction as leading investment firms sought greater transparency in their operations. Partnering with Nasdaq, we ensured robust data security and the capacity to manage the extensive data required for our indices. Over time, we expanded our offerings to include client-specific indices—such as Endowment & Foundation, Defined Benefit Pension Plans, and Healthcare Operating Reserves—alongside five risk-based indices that reflect varying levels of investment aggressiveness. These indices form the backbone of the OCIO Analytics platform, providing a cutting-edge tool for performance benchmarking and asset allocation. Our platform fosters unbiased benchmarking while continually evolving based on client feedback and preferences, positioning us as a trusted partner in navigating the complexities of investment analytics.
Brad founded Alpha Capital Management in July 2006. He has over thirty-five years of investment management experience. Brad oversees the firm, including OCIO and Consultant Search Service, which designs and runs investment consultant and OCIO searches for institutions. Alpha has conducted over 110 searches for institutions whose combined assets exceed $120 billion.
In 2019, Brad created the Alpha Nasdaq OCIO Indices in partnership with Nasdaq to advance transparency in the OCIO industry. The indices have become the industry standard for measuring OCIO performance. He also develped and built the OCIO Analytics platform to provide institutions with an online tool for comparing performance, asset allocation, risk, and fees with peers.
Before founding Alpha Capital Management in July 2006, he served as a Managing Director at Atlantic Trust from 2002 to 2006, where he worked directly with some of the firm's largest clients. From 2000 to 2002, Brad served as the Director of Investment Advisory Services at MyCFO. From 1995 to 2000, Brad was the Managing Director of the investment division for the $2 billion Duke Endowment. At Duke, he expanded the alternative asset portfolio from $100 million to more than $1 billion. From 1989 to 1995, Brad served as the Director of Endowment Investments for the Emory University Endowment, overseeing assets exceeding $4 billion.
Brad holds a BS in Corporate Finance and an MBA from the University of Alabama. In addition, he completed the intensive Senior Investment Manager Program at Princeton University. He is a CFA charterholder and is a member of the CFA Institute and the CFA Society of Atlanta. He serves on the Finance and Investment Committees of Marist School and the Atlanta Ronald McDonald House Charities.
As an accomplished executive leader, Hesom brings extensive expertise in shaping technology and IT operations for innovation and sustainable growth. His track record spans scaling startups, fostering growth in established organizations, and delivering immediate value across industries.
Previously, Hesom was Senior Director of Product Engineering at SecurEnds managing large onshore and offshore engineering teams. At Apptega, as Vice President of Technology & Product, Hesom expanded his leadership to include customer success, sales, and strategic decisions. During his tenure at Wela as CTO, Hesom transformed the business from B2C to B2B, creating the innovative SaaS platform “Benjamin” within six months, featuring a generative-AI chat-bot, intelligent scheduling, and scalable notifications. His pivotal roles at Prima Edge and eVestment include advising businesses entering new markets, contributing to employee development, and fostering organizational growth.
Hesom has a M.S. in Information Technology from Southern Polytechnic State University and a B.S. in Electrical Engineering from Georgia Institute of Technology. His leadership style, dedication to excellence, and innovative drive position him as a valuable asset for executive roles, contributing strategic vision and hands-on expertise to organizations poised for growth.