Zhou joined 13D Research in June 2015 as an in-house translator and proofreader. He is now the co-Editor-In-Chief of the Chinese version of What I Learned This Week Lite, an abbreviated version of the full English version of What I Learned This Week. He also performs research on China-related themes. His recent research coverage includes Traditional Chinese Medicine, A-share market regulation, and drones. 

Peng graduated from Lanzhou University in June 2004 with a Bachelor’s degree in Life Sciences. He earned his Master’s degree in Translation and Interpreting from Beijing Foreign Studies University in June 2012. 

Before joining 13D, Peng had worked as a freelance translator and gained extensive experience in translation.

Dora joined 13D Research & Strategy in 2017, as an Associate Analyst. Embracing 13D’s core values of independence, simplicity, and innovation, Dora works as the co-Editor-In-Chief of the Chinese Lite version of What I Learned This Week. She also conducts research and writes on China-related themes, such as loneliness/demographics, ESG, female economy, and indigenous Chinese brands. Besides these, Dora provides data visualization for China-related research. In 2020, Dora helped Lei, Head of China Research, construct the 13D China Index, and has been helping the maintenance of the 13D China Index ever since. 

Dora graduated from School of Communication of Hong Kong Baptist University in 2017, where she won a scholarship in outstanding academic performance. Before she came to Hong Kong for her graduate studies, she obtained her Bachelor of Arts degree in English Literature at Ocean University of China.

Tamra James joined 13D in December 2014. As an Associate Research Analyst for the Innovation Research Team, Tamra focuses on Genomics, Public Health, and Longevity. 

She was formerly employed at the VI Economic Development Authority (VIEDA) in St. Thomas, US Virgin Islands where she monitored and performed audits on beneficiaries as well as wrote preliminary reports on research findings. Prior to the VIEDA, she worked at an investment management firm, SPCH, LLC, where she conducted extensive research on potential investments and followed quarterly earnings of 200-plus company holdings. Tamra holds a Bachelor of Arts degree in Business Administration from the University of the Virgin Islands.

As an individual who naturally loves to read, write, and learn about new topics, the process of discovering and sharing groundbreaking ideas ignites her passion for research. Tamra believes that the meaningful insight gained from new and important findings should be shared with everyone as we all share a mutual responsibility of contributing to the world’s collective knowledge.

Siddarth joined 13D in November 2021 and brings 10 years of experience working in research and corporate advisory. He specializes in performing research to support the analysis of equity investments. At 13D, Siddarth is a part of the innovation research team helping in the valuation and analysis of companies.

Siddarth was a part of the Deloitte Corporate finance team in India for seven years prior to joining 13D. He was responsible for the delivery of capital advisory and consulting projects. Siddarth also worked with First Choice Financial in Canada as a senior analyst. His primary role was to prepare consolidated financial statements by analyzing information from the general ledger system. Additionally, he worked at LaurelCrest Partners where he was assisting in identifying and presenting investment recommendations to management.

Siddarth earned a bachelor’s degree in finance followed by master’s in business administration from Indian Institute of Planning and Management in New Delhi.

Shashank has been part of 13D’s India team since 2015. Shashank has been an important member in 13D’s market research and identification of new business development opportunities. He has also played a crucial role in improving proactive risk analysis. Shashank is now part of 13D’s innovation research team, specializing in automation theme development.

Shashank applies a practical approach to problem solving with a positive attitude and team spirit. His key area of interest is investment research and analytics.

Prior to joining 13D, Shashank worked for more than six years in India’s judicial department as operations manager. Shashank also worked as a lecturer of managerial economics at Galgotia University, India for three years.

He studied computer applications for his post-graduate degree from Uttar Pradesh Technical University, India. He also compliments it with an MBA in Information Technology from the same university.

Shashank is passionate about the development of society and works with non-profit organizations by devoting his time and resources in educating underprivileged children.

Priyanka joined 13D’s India office in 2014 and has been involved in several projects including sales support, reporting and research. Priyanka is now actively participating in innovation research and is responsible for theme development, especially in genomics, through the study of new advancements. 

Prior to 13D, Priyanka was associated with Nucleus Software, a provider of lending and transaction software for banks and financial institutions, as a human-resource associate. There she gained experience in resource sourcing, payrolls, and finance.

She holds a bachelor’s degree in Electronics & Communication Engineering from Dr. A.P.J. Abdul Kalam Technical University, India.

In her spare time, she loves listening to songs, reading articles about new innovations and is a dedicated traveler.

Terrence Zheng has been associated with 13D since 2020. Terrence is a core member of the Innovation Research Team, working on the ground in China and closely tracking key themes and trends in Asia. Terrence focuses primarily on identifying risks and opportunities emerging from innovations, technological advancements, and disruptions.

Prior to 13D, Terrence worked as an Investment Analyst and a registered Investment Adviser Representative at Winthrop Capital Management, where he specialized in equity research and quantitative fund research, and took part in risk management and portfolio structure optimization. He also has previous experiences in multiple domains including quantitative strategy, trading, risk consulting and wealth management.

Terrence is committed to be an agnostic interpreter of new technologies and the market, in order to provide clients with unbiased insights that the consensus are missing.

Terrence earned his BSB in Finance from Kelley School of Business - Indiana University Bloomington.

Jincy Sara Jacob has been associated with 13D for four years. Jincy initially joined 13D in sales support and tracking theme updates. Jincy is now part of 13D’s innovation research team assisting in researching new technologies in our next-generation wireless theme. 

Jincy thrives in conducting in-depth analysis of investment opportunities and seeks to keep up to date on evolving trends. Jincy applies her creative and analytical skills to persistently deliver insightful research on complex topics.

She earned a bachelor’s degree in Electronics & Communication from Dr A.P.J. Abdul Kalam Technical University. Jincy has a newfound love for traveling and enjoys spending time with her pets.

Priyanshu Chhibber has been associated with the 13D since 2017. Priyanshu has considerable experience in conducting market research and supporting sales and marketing operations. Priyanshu now provides research support in actively tracking 13D indices companies. She also takes an active part in developing investment ideas in 13D’s climate change, agriculture and water-related themes.

Previously, Priyanshu worked as Quality Control Engineer for a telecom firm where she was responsible for testing new products and determining whether those products meet the standards of the business in reliability, durability, and functionality.

Priyanshu graduated from Dr. Abdul Kalam University with an engineering degree in Electronics and Communications.

Noah officially joined the 13D team in the fall of 2021, but previously worked as a summer intern and part time research analyst under Senior Managing Director Woodley Preucil. Noah now works on content creation for the innovation team, directly assisting Woodley and other analysts. Noah focuses on several of 13D’s key investment themes including automation, climate change, and disruptive technologies.

Noah was drawn to 13D’s unique agility and open-minded thinking that enables the comprehensive understanding of a breadth of topics. He enjoys helping clients grasp the role disruptive technologies play in shaping the future, both socially and economically.

In May of 2021, Noah received a B.S. cum laude from Babson College with a concentration in Entrepreneurship.

Gina is based in London and joined 13D in December 2017. She currently oversees the Global 13D Relationship Management Team. Gina has over 25 years of Sales, Relationship and Team Management experience in Macro, Equities and Thematic Investment research. She has worked in Business Development across multiple continents. Prior to joining 13D, Gina worked in a variety of research firms, including Fathom Financial Consulting, Roubini Global Economics, William O’Neil and Euromoney Institutional Investor Group – ISI Emerging Markets.

In her words: “I have found the 13D well-being articles not only educate but positively affect my life when I put the information into practice. The book recommendations are also a must read for me. Over the years, I have found great joy in discovering that many senior clients of 13D share the same outlook.”

Gina has a Bachelor’s degree with Honours in Commerce and Business Management from University of Calcutta, India and is also FCA certified.

Penny Tang joined 13D in January 2019 and oversees the relationship management team in Asia providing a supported learning environment for all. She is privileged to be a part of 13D where she is dedicated to sustaining the firm’s high standards of client care, serving as the intermediary between our cutting edge, contrarian research and our clientele.

Penny brings her own individual brand of drive and personality to the firm and is part of a core team that is instrumental in contributing to the growth of 13D’s reach across Asia and globally.

Penny was formerly with the not-for-profit educational organization, the Asia Society Hong Kong Center for over 11 years, most recently as Head of Programs and Initiatives where she oversaw all programs to provide insight, address current challenges and create a shared future. Prior to that she was a frontline reporter, spending a decade at media organizations in Hong Kong, including the dominant television station TVB and the public broadcaster Radio Television Hong Kong. 

Penny graduated from the University of Leeds in England in Modern Chinese Studies.

Doyle joined 13D in January 2018 after a successful career in managing overall operations for a private family office for nearly 10 years.

Born and raised in Palo Alto, California, Doyle gained extensive experience in coordinating and managing teams across different projects. His experience ranges from managing complex logistics to liaising with the United States Secret Service and Japanese Special Police during Prime Minister Shinzō Abe’s Silicon Valley visit in 2015.

Doyle’s exceptional communication skills, attention to detail, strategic eye and versatile personality make him a seasoned business development professional. His solid work ethic and intrinsic drive to succeed makes him invaluable for 13D and our clients.

Doyle earned a Bachelor of Arts degree from California Polytechnic State University-San Luis Obispo.

Michael joined 13D in March 2018. Michael focuses on client–relationship management and works alongside 13D’s analysts to help bridge the gap between 13D’s thought-content creation and our clients’ specific investment needs.

Prior to 13D, Michael worked at Neuberger Berman as a Client Portfolio Analytics Associate, supporting the Non-Investment Grade Credit teams with AUM over $40 billion. Within this role, Michael oversaw a team of two others and was responsible for providing direct support to the Senior Portfolio Managers of NB’s high-yield and bank loans portfolios.

Michael’s experience working alongside asset owners and on the buy side equip him with knowledge about markets and the skills to think like investment managers think, which is invaluable in managing 13D’s client relationships. Michael’s passion for macro investment research and the desire to connect the seemingly unconnectable is what attracted him to 13D.

Michael holds a Bachelor of Science in both Finance and Accounting from the University of Illinois at Urbana-Champaign.

Claire brings over 10 years of experience in client services to the 13D team. She began her career leading communications for a global nonprofit based in Seattle, Washington. As Communications Director, she had the opportunity to work on projects with international communities, the White House, and with economic development officials across the country.

Claire has had the privilege of working with exceptional companies and organizations such as the Bill and Melinda Gates Foundation, 3M, Nordstrom, and Microsoft. In 2015, Claire founded her own consulting firm to continue her work with clients, focusing primarily on technology startups.

She is passionate about understanding how to bring the greatest possible value to each client and aims to prioritize personal connection in each interaction.

Claire graduated from Gonzaga University in 2011 with a degree in Poetry and English Language.

James joined 13D in January 2022 and focuses on nurturing client relationships and expanding 13D coverage across Europe. 

In his words: "I greatly value understanding clients’ interests and their focus, and then applying that to relevant research that will be most useful to their investment/business planning and decision making".

James has worked in the independent research space for several years, working at both Enodo Economics and Lombard Street Research in senior client relationship positions. Prior to that, James worked at Bank of America Merrill Lynch in wealth management and client relations for 7 years. James has worked with asset management teams, international banks, hedge funds, multinational corporate businesses, insurance firms, educational bodies, government agencies and high net-worth individuals throughout his career.

James is based in London.

Albina joined 13D in February 2022. Her role is focused on nurturing client relationships and expanding 13D footprints across North America and Europe.

Albina has built her career in finance for over 20 years. Prior to joining 13D, Albina spent two years working for an independent macro investment research firm in New York. She previously worked as a sales trader for Japanese equities at WestLB and Mitsubishi UFJ, followed by Egyptian & Middle Eastern Equities for Beltone & Naeem.

Albina is originally from Switzerland and is multilingual. Her communication skills, ability to connect with clients and attention to details make her invaluable for 13D.

Fion joined 13D Research & Strategy in 2019. Serving as Vice President, her role is to nurture client relationships and to expand 13D’s footprint across the Asia-Pacific region.

Prior to joining 13D, Fion worked in the corporate training industry and was the appointed trainer for many top-tier enterprises in business-English and Mandarin programmes. A language-science evangelist, she is passionate about advancing communications and furthering multilingual reach. When she was living abroad in London to complete her higher-education study, she was an active member in the Linguistics Society and studied Hindi under the SOAS South Asia Institute.

As part of the Relationship Management team at 13D, Fion is helping investors implement 13D’s investment ideas. From what is shaping the world to what will change the world, she is helping her clients stay ahead of the markets and be equipped with the most actionable insights. She is committed to providing an interactive research experience to 13D readers – understanding her clients’ research appetite helps her season and deliver focused pieces from the abundant volume of research 13D produces. It is her pride and joy when her clients make timely and informed investment decisions that lead to growth for them and their clients in turn.

Fion holds a B.A. in Linguistics from SOAS, University of London, and is multilingual in Mandarin, English, Cantonese, and the Hokkien dialect.

Laura joined 13D in May 2021, serving as the Relationship Manager for Mainland China where she helps clients experience the full value of 13D's cutting-edge research and successful track record and expand the company’s network of partnerships with financial institutions in mainland China. Prior to 13D, she held several roles in relationship management in the financial industry.

She worked as a wealth management advisor for private clients and her last role was with Capital Economics as a business-development associate for the Asia-Pacific region. She was responsible for nurturing client relationships across Asia-Pacific financial institutions.

Laura graduated from Exeter University with a Bachelor of Science in Accounting and Finance and has passed the CFA Level.

Sourabh joined 13D in 2014. Sourabh actively supports the sales and relationship management team. He coordinates various prospect-outreach campaigns, conducts know-your-customer research, renewal risk analytics and reporting. Sourabh has also played an important role in 13D’s technology deployments including mobile applications and data analytics.

Prior to joining 13D he worked for more than 5 years in diverse sectors including energy, telecom, and academics. Sourabh is a strong believer in the power of positive thinking in the workplace. He regularly assists his team with effective work-related strategies.

Sourabh holds a bachelor’s degree in Electronics & Communication Engineering from Uttar Pradesh Technical University, India.

Sourabh enjoys a good Netflix binge but can also be found on long bike rides on hilly country roads in his leisure time.

Travis has been practicing as an accounting and finance professional since 2005. Since joining 13D Research in 2008 he has developed within the company an expertise in tax, international strategy and compliance, financial analysis, financial modeling, and family office services.

Prior to 13D Research, Travis was a tax professional at Deloitte and a finance analyst with Atlantic Trust Company (now CIBC Private Wealth Management) where he helped provide tax, finance, and investment planning to clients.

Travis earned a Bachelor degree in Business Administration and Accounting from Idaho State University and a Masters in Taxation from the Sturm College of Law at the University of Denver. He is also a practicing Certified Public Accountant (CPA).

Travis, along with his wife and three children, live in the beautiful mountains of Sun Valley Idaho and enjoy everything that a mountain life offers.

Matt has over 15 years of accounting and financial leadership experience. He joined the 13D team in February 2008. His areas of expertise include treasury and investment account management, international banking, financial analysis and reporting, compliance and risk management, as well as strategic planning and implementation.

Prior to 13D, Matt worked as the controller of a startup company, where he implemented and directed the company’s accounting department, offering fiduciary control and cash flow management. While there, he structured new business development and corporate finance deals, was instrumental in funding rounds, and liaised with the board of directors and company shareholders. He began his career in finance working as an investment professional with Fidelity Investments.

Matt earned a Bachelor’s degree in Finance from the University of Utah.

Becca joined the 13D team in May of 2018 as a fresh college graduate from Millersville University, holding a bachelor’s degree in Business Administration with a concentration in Accounting. She started her career with 13D as an Associate Accountant. She has since grown within her role at the company, and now holds the title of Corporate Controller at 13D. She is responsible for day-to-day financial operations, HR administration and assisting with regulatory compliance functions. 

When Becca is away from the office, you can find her exploring the outdoors with her 4-lb tea-cup Chihuahua in tow.

Carolina holds an Accountancy BBA (Bachelor of Business Administration) and an Accounting MSA (Master of Science in Accountancy) from Boise State University. She is a licensed CPA and a public notary in the state of Idaho.

Carolina is responsible for the management and reporting of financial data for Kiril Sokoloff, Founder/CEO of 13D Research & Strategy. She also manages and reports on the operations of the Sokoloff family office, operating entities, and personal investments.

Her home country is Mexico, and she is bilingual in English and Spanish. She is very passionate about accounting and loves spending time with her family and friends.

Joanna Archibald has been with 13D since 2013. As a Finance Associate, she prepares and views financial information and manages the daily demands of the office. Joanna’s first position at 13D, Assistant to the Chief of Operations, gave her depth in understanding the internal works of the company across all departments. This fine-tuned her attention to detail, strong listening skills, and empathy in communicating effectively with clients.

Joanna earned a B.A. in Business Administration concentration in Finance from the University of the Virgin Islands. She finds solace in her daily mantra, which states, “The only real failure in life is not trying,” and believes that “All of life is like a classroom and we its students must learn well .” She enjoys spending time with her three boys, singing karaoke, and long walks in her spare time.

For her, working at 13D Research is like a melting pot of different nationalities, cultures, opinions, and ideas led by the notion, as Sadhguru says “without raising human consciousness, whatever we do in the world will lead to more and more suffering.”

To her, nothing is more fulfilling than hearing 13D clients’ testimonies on how we helped them connect the dots and see the bigger picture. “For the doctor, it might be curing the virus of violence or an artist making the world his/her masterpiece .” What does your bigger picture look like?

Heidi is a former NCAA All-American alpine skier hailing from the University of Wyoming, where she received a degree focused on international business and accounting. Upon graduation, Heidi continued her studies at the American Graduate School of International Management in Phoenix, AZ and Paris, France — earning a master’s degree in International Business. After pursuing career opportunities in New York City, New Jersey, and Oregon with AT&T International, Heidi moved to Ketchum, Idaho to work for Scott Sports Group as Credit Manager. In 2011, Heidi joined the 13D Finance and Accounting team, and in 2021 accepted the role of Chief of Staff.

Working at 13D is inspirational to Heidi as she loves learning, growing, and having access to world class wisdom. It is very fulfilling to work for a company that raises the awareness of knowledge, conservation, advocacy, and compassion while helping their clients flourish as investors, and more so as human beings. 

In addition to her professional accomplishments, Heidi has challenged herself mentally and physically in her personal life by swimming across the Bay of Marseilles, swimming from Alcatraz to San Francisco, and Nordic skiing in the Arctic Circle Race.

Diana Forbes joined the 13D team in January 2013, and as she usually tells anyone that asks her, it was her best life decision!

Throughout her 25-plus years of experience, she has maintained the highest performance standards within a diverse range of administrative functions, including being the “face to the public” and leading a team focused on improving company operations. Diana has a strong background in all aspects of office management, from scheduling meetings and coordinating travel to overseeing budget and accounting functions. She continually demonstrates the capacity to develop and maintain comprehensive administrative processes that improve the efficiency of day-to-day operations.

Diana holds an A+ certification, Administrative and Executive Assistant diplomas, and numerous other certifications in Office Management she has obtained over the years.

The highlight of her work at 13D is constantly learning from, and working with, the most exemplary teammates in the world, and her exceptional mentor, Mr. Sokoloff.

Maria Kuisman joined 13D in January 2021 and is one of the Executive Assistants to the Founder and Chairman. She is honored to collaborate closely with the entire 13D team.

Maria graduated from Lancing College, United Kingdom, with studies in Classical Civilization, History, Italian, and English Literature as a launching pad to the future. Because of her deep passion and love for art, she entered the design world and obtained a master’s degree in interior design from the SPD Scuola Politecnica di Design and Politecnico di Milano. She has a proven track record of accurately completing research, reporting information to management, and exceeding expectations within demanding time frames.

Maria is a well-versed cosmopolitan and completely fluent in English, Italian and Finnish, and nearly fluent in French and German. She likes to indulge in art and design in her spare time and loves spending time with her four rescue dogs.

With her sunny disposition, Maria wishes to bring kindness around her to contribute to a healthy work environment and promote positive collaborations. She firmly believes that teamwork is essential in delivering tasks.

Alexandra Black joins 13D from a career in communications and journalism. Belonging to a family of publishers with The Baltimore Sun, Alexandra has a knack for finding the stories that most need to be told. She worked as a sports journalist for Ski Racing Media for five years, attending World Cup events and covering the top athletes in professional ski racing. Her writing has also appeared in Borgen Magazine and The Borgen Project Blog, where she reported on global advancements in poverty alleviation. A dedicated environmentalist, Alexandra has also worked as an independent researcher on the initiative to establish a private, indigenous-owned-and-managed nature reserve in a remote corner of Southern Chile.

Alexandra received her BA in World Politics, with a concentration in Latin American politics, from Hamilton College in December of 2021. Her studies have brought her to Ecuador, Peru, Argentina, and Chile. After living in Valparaíso, Chile, in the months leading up to the 2019 Estallido Social, Alexandra wrote her thesis on the conditions and attributes of social demonstrations that most frequently correspond with violent repression. Inquisitive and observant, Alexandra is right at home seeking out the contrarian, overlooked or unseen ideas that are disseminated at 13D. 

Alexandra was raised in Ketchum, Idaho. While she loves exploring cosmopolitan cities around the globe, she is most at home living the quiet, mountain-town lifestyle of her hometown. A talented skier and fanatic mountain biker, Alexandra spends as much time as she can in the Idaho backcountry.

Seth joined 13D in January 2022 bringing Information Technology (IT) best practices to the business environment by managing IT projects and internal application improvements.

Prior to 13D, Seth has worked in the IT industry for 19 years. He started his career testing firmware on Hewlett Packard business-sized printers. He then transitioned to an IT service desk manager for seven more years. Seth has also experienced providing managed services for several Silicon Valley companies. The last five years have been building an IT environment as an IT manager.

Seth is a retired Air force veteran after 24 years of service. He was involved with fuel distribution, spending 3 years of deployed time overseas supporting numerous operations. Seth was also a radioman for five years under command-and-control organizations utilizing Milstar and other satellite communications within the US military.

He has earned a bachelor’s degree in Applied Science with an emphasis in Business from Boise State University and two Associates from the Community College of the US Air Force. Seth also has ITIL® certification training in both Foundations and Service Strategy.

Seth, along with his wife and four step-children, lives in Boise, Idaho.