Nicholas Fok
Founder, Investor and Mentor
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About Nicholas
Welcome
Hi, I'm glad you are here. This is a space where you can learn more about me; finance, investing, and everything in between!
Professional Summary
Strategic leader with a proven track record in overseeing large-scale asset management and driving high-stakes investment decisions for institutional portfolios up to $80 billion. Combining deep expertise in quantitative finance with a nuanced understanding of fundamental economic principles, I have led teams to develop and implement data-driven models and portfolio frameworks that consistently deliver superior risk-adjusted returns. My approach integrates rigorous quantitative analysis with fundamental economics and strategic capital allocation, enabling robust performance across diverse asset classes and market conditions.
In addition to my institutional leadership, I founded and scaled Duli Capital into a multimillion-dollar omni-channel ecommerce business, achieving profitability within the first month and exponential growth within two years. I applied financial theory and quantitative analytics in new ways. A leader who can translate complex financial insights into actionable business outcomes, creating value and driving innovation across sectors.
Resume
Education
Master of Business Administration (MBA) from the University of Chicago Booth School of Business, with concentrations in Analytic Finance, Econometrics, and Statistics. Achieved Dean's List honors.
Master of Financial Engineering from the Stuart Graduate School of Business at the Illinois Institute of Technology, also graduating on the Dean's List.
Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania, with a concentration in Finance.
Professional Experience
Founder & CEO, Duli Capital – Founded and scaled a multimillion-dollar ecommerce business, achieving profitability within the first month.
Director of Global Portfolio Strategy, Liberty Mutual Investments – Created the foundational frameworks for strategic asset allocation and portfolio optimization, risk budgeting, liability modeling and risk targeting for the $80 billion portfolio.
Associate Portfolio Manager, Canada Pension Plan Investment Board (CPPIB) – Managed a billion dollar notional portfolio trading the yield curve.
Analyst, FrontPoint Partners/Copia Capital – Designed and backtested equity factor models and macro economic factor regime models.
Quantitative Analyst, Mesirow Advanced Strategies – Developed innovative portfolio optimization method and created alpha style models for hedge fund manager selection, leading to refined and profitable allocation strategies.
Quantitative Analyst, Quantfolio Asset Management – Created the main strategy; a quantitative equity factor modelby testing 500+ factors.
Financial Engineer, Altea Asset Management LLC – Created new quantitative trading strategies.
Current Projects

1

Podcast
A channel to demystify the investment process for individual investors.

2

Outreach
Indepth learning to earn better returns on a risk adjusted basis.

3

Project Stealth
MORE TO COME!
Path to a Million Podcast
A podcast for everyday people to build wealth. The podcast covers topics like personal finance, investing, and building companies.
Thought Leadership
Public Speaking
Nicholas speaks at industry events and conferences, sharing his insights on trends and best practices.
Consulting
Nicholas helps businesses and investment teams improve by offering expert advice and actionable insights.
Contact