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In the spring of 2018, global capital markets were navigating an increasingly volatile landscape shaped by interest rate hikes and shifting capital flows. The U.S. Federal Reserve’s tightening cycle was influencing asset prices worldwide, while both European and Asian markets faced mounting liquidity pressures. It was against this backdrop that Aureus Advisors announced the successful completion of Apex I—the first fully functional version of its proprietary QuantSight AI platform—and its transition into pilot use for macroeconomic research and risk hedging. This milestone marks the firm’s first real-world application of AI…

In the autumn of 2016, New York’s capital markets were still overshadowed by the aftershocks of the Brexit referendum and turbulence in global interest rate differentials. At that very moment, Ethan Caldwell chose a contrarian path—formally establishing Aureus Advisors Inc., an independent advisory firm positioned at the intersection of cross-asset investment and AI-driven research. From the outset, Caldwell envisioned it as a testing ground for the next generation of financial research models. His idea was simple yet radical: if the traditional research framework was built on the linear interpretation of data,…

In the midsummer of 2016, the New York financial markets remained volatile amid the U.S. Federal Reserve’s rate-hike outlook and global capital fluctuations. For the emerging concept of Aureus—born at the intersection of academia and investment practice—this was both a challenging and promising moment. Following Professor Caldwell’s recent proposal on the application of artificial intelligence in capital markets, he, together with a group of like-minded researchers and data scientists, formally established the Aureus Research Team, dedicated to advancing quantitative research and data-driven investment methodologies. The formation of the team stemmed…

Nathaniel Casder took another significant step on his path of advancing financial education in practice by launching a financial practice program on the U.S. East Coast, which quickly attracted widespread attention. The first cohort drew over 1,200 high-net-worth clients, forming a unique learning community that combined professional depth with real market application. At a time when financial markets were experiencing frequent volatility, many investors realized that relying solely on traditional advisory services was no longer sufficient to address complex asset allocation challenges. They sought learning experiences that more closely reflected…