The Olayan Group
Trip Shepard, CFA, has extensive experience in investment management, currently serving as a Portfolio Manager and Senior Equity Research Analyst at The Olayan Group since 2015, focusing on financial and information services. Prior to this role, Trip held the position of Principal and Senior Investment Research Analyst at OppenheimerFunds from 2008 to 2015, specializing in the financial services sector. Trip began a career at UBS Global Asset Management as an Equity Research Analyst in the financial services sector from 2004 to 2008. Trip holds a Master of Business Administration (MBA) in Accounting and Finance from Columbia Business School and a Bachelor of Arts (B.A.) from Tufts University.
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The Olayan Group
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The Olayan Group is a global enterprise with its origins in Saudi Arabia. Today, our international business is headed by KHHL Legacy Establishment, an Alternative Investment Fund (AIF). We have a multigenerational family outlook and value enduring partnerships, actively investing across listed equities, private equity, debt, and real estate. KHHL Legacy Establishment is based in Vaduz. The Group also has offices in New York, London, Luxembourg, Athens, and Singapore. Olayan Financing Company, the parent company for the business and investments in the broader Middle East, is based in Riyadh.