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, and he directs the firm’s OCIO and Consultant Search Service, which designs and runs investment consultant and OCIO searches for institutions.
Brad created the Alpha Nasdaq OCIO Indices to advance transparency in the OCIO industry. He believed asset owners needed a better way to access and compare OCIO performance. After a year of development and partnering with Nasdaq, these indices launched in 2019. The 10 indices have 52 leading OCIOs providing over 1,300 of their clients’ performance and asset allocation to populate the indices. They have become the industry standard for OCIO performance measurement and benchmarking.
Prior to founding Alpha Capital Management in July 2006, he was 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, a firm focused on managing assets for ultra-high-net-worth clients. 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 was the Director of Endowment Investments for the Emory University Endowment, with assets in excess of $4 billion.
Brad also founded and built an internet company, IPO Lockup.com. IPO Lockup.com was the first website to track and analyze the effects of lockup expirations on initial public offerings (IPOs). The website’s information was featured each Sunday in the New York Times, and CNBC named IPO Lockup.com one of the "Cool Websites" for 1999. Brad sold IPO Lockup.com in 2000.
Brad has been quoted extensively in the financial press, including the Wall Street Journal, Institutional Investors, Barron’s, Fortune, and the New York Times. He has made multiple appearances on CNBC, Bloomberg TV, and Fox Business Network.
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 of the Atlanta Ronald McDonald House Charities.
Jeff has over 30 years of experience in the institutional investment and financial technology industry. Jeff has led FinTech firms ranging from start-ups to global multi-nationals.
Previously, he was the Global Head of Sales & Distribution for Wilshire Global Advisors, where he led business development across the firm’s fintech franchise, its discretionary investment management business and institutional advisory practice, overseeing $1.4 trillion in AUA and $125 billion in AUM. His career also includes executive leadership roles at Capital Management Sciences, Wall Street Analytics (now Moody’s Analytics), and Solovis. He holds a B.A. in Economics from the University of California, Santa Barbara.
He is thrilled to be working with the team at Alpha Capital Management and its innovative platform for the OCIO industry.
Dean Carper joined the team in May 2024, bringing a fresh perspective and a focus on client relationships, marketing strategy, and content creation. He’s passionate about helping clients succeed through data-driven insights and plays an active role in shaping the firm’s analytical platform – offering new ideas to expand its capabilities and industry impact.
Dean ensures the platform’s data stays both accurate and current so it can continue to be a trusted decision-making tool for the OCIO industry. He also assists with Alpha Capital Management’s investment consultant and OCIO searches for institutions, contributing to an efficient process.
He earned his B.S. in Commerce and Business Administration from the University of Alabama. With a strong foundation in business and a collaborative mindset, Dean brings a thoughtful, result-driven approach to his work.
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.