Josh Lockwood’s nearly twenty-year career has included working for some of Wall
Street’s biggest firms. After getting his start as an associate in the early 2000s at Smith
Barney/Citigroup, Josh held various roles in trading and research with companies like
Merrill Lynch/BAC Securities, and Charles Schwab.

Shortly after beginning his career, Josh left Wall Street, briefly, to serve in the United States
Marine Corps, participating in Operation Iraqi Freedom, as well as the Global War on
Terrorism, and several humanitarian and counter-terrorism operations throughout the
globe. In 2009, Josh resigned from the Marines with an honorable
service distinction.

While attending business school at the University of Denver, Josh would found

Lockwood Equity Group, a boutique private asset management entity that would later become

Ouroboros Asset Management. As a co-founder and partner of Ouroboros, Josh oversaw both

business development and tradingoperations for the fund, working closely with Dr. Lung to

develop and implement the original trading strategies, resulting in an award for

“Best Equity Market Neutral Fund” in 2016, 2017, and 2018. In 2018, Ouroboros Asset Management

would transition to Quanterra Capital Management, where Josh served as a Partner and Head of Trading.

 

Josh studied Economics and Finance at University of Denver Daniels School of Business and
Corporate Finance at Harvard University.