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Gautam Baid
Summit Global Investments

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About

I am Portfolio Manager and member of the management team at Summit Global Investments, a SEC-registered investment advisor based out of Salt Lake City, Utah, USA. I am the author of The Joys Of Compounding, a globally-acclaimed value investing book dedicated to lifelong learning. I am very passionate about investing and I feel blessed to be in a position in life where I get to do what I love every day. I was profiled in Morningstar’s Learn From The Masters series in September 2018, and I was invited as Manual of Ideas’ Global Instructor at Wide-Moat Investing Summit 2018 and Best Ideas 2018. My interviews have been published on various forums in print, digital, and social media wherein I have shared my experiences, learnings and insights on life, business and investing principles. Previously, I served at the Mumbai, London and Hong Kong offices of Citibank and Deutsche Bank as Senior Analyst in their investment banking teams. I am a CFA Charterholder from CFA Institute, an MBA in Finance from Nirma University, Ahmedabad, India and an MS in Finance from ICFAI University, Hyderabad, India. I am very fond of reading on different subject matters from a wide variety of fields. I enjoy watching Marvel and DC Comics, sci-fi, action thriller, comedy, and romantic movies, as well as live performance shows of aerial acrobatics, aquatic spectacles, magic and illusion. I love listening to music in my free time. I have traveled extensively around the world and visited numerous countries and cities, and I plan to create many more such experiences and memories during my lifetime. When I visit my home town in India, I enjoy spending quality time with my family, friends and relatives.

Primary Details

  • NAME: Gautam Baid
  • DATE OF BIRTH: Aug 16, 1983
  • AGE: 36 YRS
  • HEIGHT: 5’11” 
  • BODY TYPE / COMPLEXION: Average, Fair, 70 Kg
  • CASTE:Hindu: Marwari
  • RESIDING CITY: Salt Lake City, United States & Kolkata
  • MOTHER TONGUE: Hindi

Education & Profession

Education
  • CFA(CFA Institute)
  • B.Com Bhawanipore Education Society College

Profession
  • Summit Global Investments
  • Annual Income - Rs. 1 crore & above per Annum

Family Details

  • Family Values- Moderate
  • Family-based out of – Kolkata, West Bengal
  • Family Type- Nuclear
  • No of Brother(s)- 1 brother of which 1 married
  • Family Status- Affluent
  • No of Sister(s)- 2 sisters of which 2 married
  • Father’s Status- Business/Entrepreneur
  • Mother’s Status- Homemaker