Team

Operators, engineers, and actuaries.

The people behind LeadAii have priced the products, run the filings, and carried the pager for the reconciliations. We are not building for financial services from the outside.

Leadership

The team building the operating layer.

A cross-functional leadership team combining deep insurance operating experience with modern AI and distributed systems engineering.

Naveen Bellam
Partner & Head of Fintech

Naveen Bellam

  • Drives fintech and quantitative research at Agam Capital — applying advanced modeling and machine-learning techniques to strategic asset allocation, liability behavior, and investment analytics.
  • Former Quantitative Analyst at Aflac Global Investments; worked on portfolio reallocation, FX hedge optimization, economic scenario generation, and ALM.
  • Master's in Mathematical Finance from Columbia, MBA from IIM Lucknow.
ML · Quant · FinTech · Deals
Ze Zhao
Partner & Head of Financial Engineering and Production

Ze Zhao, PhD

  • 10+ years in life insurance and financial engineering.
  • Leading member of the quantitative analytics team at Agam, developing Integrated ALM Core — Agam's proprietary asset and liability management system.
  • Former Quantitative Analyst & Developer at Transamerica.
  • PhD in Applied Mathematical and Computational Sciences, University of Iowa.
Quant · M&A · Deals · Integrated ALM Core
Sitong Li
Chief Financial Officer

Sitong Li, CPA

  • 10+ years of experience across insurance, asset management, and audit.
  • Played a pivotal role in standing up reinsurance entities from the ground up, leading operational build-outs that combined technical accounting expertise with a data-driven approach to financial and operational decision-making.
  • Previously held roles at Aflac Global Investments and Grant Thornton Hong Kong Ltd.
  • CPA with an M.S. in Business Analytics from Baruch College and a B.A. in Accounting & Finance from the University of Hong Kong.
Reinsurance · Accounting · Operations
Cliff Lam
Head of Production · Executive Director

Cliff Lam, CFA, ASA

  • 25+ years across insurance and banking, with deep expertise in multiple asset classes, trading, and hedging strategies.
  • Leads advisory and implementation of balance sheet optimization, SAA/TAA, and the ALM platform at Agam.
  • Former Head of Market & Credit Risk at Aflac; Regional Head of Market Risk at TD Bank Financial (London & Tokyo).
  • Prior roles: regulatory capital specialist at Bank of America, portfolio audit leader at Morgan Stanley, senior regulator at OSFI Canada.
  • M.S. Statistics, University of Toronto. CFA charterholder; Associate of the Society of Actuaries (ASA).
SAA/TAA · ALM · Risk
Qianshi Wei
Executive Director

Qianshi Wei, PhD

  • Focuses on quantitative analytics at Agam Capital Management.
  • Former Quantitative Analyst at CIBC; led regulatory modeling of fixed income and FX assets.
  • Oversaw quantitative and machine-learning methodologies, prototype models, and production implementation with developers and business analysts.
  • PhD in Physics, University of Waterloo.
Quant · Regulatory Modeling
Jaron Li
Director · Head of Client Services

Jaron Li, FSA

  • 5+ years of experience in the life insurance and annuity industry.
  • Former Actuarial Associate at Brighthouse Financial on the Corporate Projections and Pricing teams, with experience across Asset-Liability Management, Cash Flow Modeling, Financial Analysis, and Pricing for a variety of products.
  • Fellow of the Society of Actuaries (FSA). B.A. with a double major in Applied Mathematics and Economics, Vanderbilt University.
ALM · Pricing · Cash Flow Modeling
Syamantak Datta Gupta
Director · AI Researcher

Syamantak Datta Gupta, PhD

  • 8+ years of applied research in AI and Data Science.
  • Former Principal Data Scientist at Aspen Technology; built AI solutions for engineering applications, including LLMs and Reinforcement Learning.
  • Vice President, Machine Learning Research at Morgan Stanley (2018–2022); developed forecasting and algorithmic-trading systems.
  • Former Data Scientist, Market Risk at National Bank of Canada; worked across derivatives in multiple asset classes.
  • PhD, University of Waterloo (time-series analysis, predictive modeling, causal inference). Postdoc, McGill University (Bayesian inference).
AI · LLMs · Forecasting
Arbaaz Khan
Director

Arbaaz Khan, PhD

  • 6+ years across Machine Learning and Data Analytics.
  • Data Scientist at Scotiabank since 2022, specializing in financial pricing and prescriptive-optimization algorithms.
  • Course Lecturer at McGill University (Statistical Machine Learning) since 2019.
  • Former AI Researcher at CanmetENERGY (reinforcement-learning agents for thermostat control); research assistant at McGill on physics-informed surrogate models for electric machines.
  • PhD, McGill University · Tomlinson Fellow.
ML · Optimization · Research
Sina Zabanfahm
Associate Director

Sina Zabanfahm, PhD

  • Former Quantitative Developer (Associate) at CIBC; built internal applications supporting risk management and back-office operations.
  • PhD and M.Sc. in Mathematics, University of Toronto.
Quant Dev · Risk Systems
How we work

Six operating principles behind the team.

01

Ship through the book.

Every capability ships into a live book of business before a customer sees it. Reality is our staging environment.

02

Glass box, always.

If it can't be audited, we don't build it. No shortcuts on transparency, even when it's slower.

03

Ownership over process.

First Line owns the risk. Second Line challenges. Third Line verifies. The structure isn't bureaucracy — it's how we earn trust.

04

Cross-disciplinary by default.

Actuaries, engineers, and ML researchers in the same rooms, on the same problems. Silos are the problem we're solving.

05

Small teams, large blast radius.

Tight pods shipping end-to-end ownership. Every engineer knows which real-world decision their code supports.

06

Long-duration thinking.

We build for the 30-year liability, not the quarterly dashboard.

We're hiring

Come build the operating layer.

Engineering, actuarial, platform, and client-facing roles open now in Austin, Toronto, and remote. If you've run the workflows we're automating, we especially want to hear from you.

Contact Us