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About Us
SoKat's team brings a unique and valuable alchemy of decades of domain expertise in both finance, AI software development and academic research to solve the most complex business problems and unlock exponential value for our clients.
Wall Street to Academia
Dr. Jim Liew, founder of SoKat Consulting, blends decades of experience from leading global financial institutions—including Morgan Stanley, The Carlyle Group, and The World Bank—with rigorous academic scholarship as an Associate Professor at The Johns Hopkins University.
Over a 20-year career, Jim has crafted groundbreaking quantitative trading strategies, developed AI-driven portfolio management techniques, and successfully directed multi-billion-dollar investment initiatives, cementing his reputation as a prominent figure in the intersection of finance and artificial intelligence. His academic contributions are equally distinguished: for the past decade, Jim has taught courses in Artificial Intelligence, Machine Learning, and Entrepreneurial Finance at The Johns Hopkins University, earning recognition as one of the Top 10 Quant and Finance Professors in the U.S.
In 2017, leveraging his unique dual expertise, Jim founded the AI software solutions and strategy firm, SoKat Consulting, alongside top faculty and graduate talent from Johns Hopkins University, aiming to deliver sophisticated, commercial-grade AI solutions to the U.S. Federal Government. Since then, SoKat has garnered prestigious industry awards for its impactful work in enhancing governmental mission success through AI innovation.
In 2025, building upon our work of designing and implementing advanced AI systems across government agencies, SoKat now strategically applies this expertise within the financial services sector. By intersecting rigorous academic research, finance domain expertise, and proven AI innovation, our team is distinctively positioned to guide hedge funds, banks, private equity firms and other financial institutions through the transformative landscape of next-generation FinTech.
Pioneering AI in Finance
Founding Vision
Future of AI and FinTech
Meet The Team

Jim K. Liew, PhD
Founder, CEO
Associate Professor, The Johns Hopkins University Carey Business School
Jim is an Associate Professor of Finance at The Johns Hopkins University Carey Business School and a recognized thought leader at the intersection of AI, finance, and federal government innovation. He chairs the Johns Hopkins Innovation Factory, serves as on the advisory committee of AI Capital and serves on the Editorial Board of the Journal of Portfolio Management. A former Vice President at The Carlyle Group's alternative assets group and a quantitative analyst at Morgan Stanley, Jim holds a BA in Mathematics from the University of Chicago and a Ph.D. in Finance from Columbia University. He lives near Baltimore with his wife and two daughters.
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Susan An, Esq.
General Counsel
Chief Operating Officer
CEO, SoKat Federal
As the General Counsel and COO, Susan oversees operational strategy and ensures compliance, safety, and ethical frameworks across the firm’s AI solutions, technologies, and business operations. Susan’s extensive experience includes roles as CEO of SoKat's Federal Government practice, Chief Compliance Officer at a long/short hedge fund, and a contracts attorney at Johns Hopkins Technology Ventures, supporting IP commercialization. She She holds a BA in Political Science and Economics and a JD from the University of Maryland, and is admitted to the New York Bar.

Ahmad Ajakh, PhD
Principal AI Scientist
Senior Lecturer, Finance
The Johns Hopkins University, Carey Business School
Dr. Ahmad Ajakh is a Senior Lecturer in Finance at Johns Hopkins Carey Business School, specializing in alternative investments, financial modeling, and quantitative risk management. He brings over 14 years of industry experience from roles at Morgan Stanley, AXA Investment Managers, and as co-founder of Fitzroy Capital Management. Dr. Ajakh holds a Ph.D. in Physics from the University of Nantes and has published research on bond market risks and asset allocation strategies.

Frank Fabozzi, PhD
Senior Advisor
Professor of Practice
The Johns Hopkins University, Carey Business School
Frank J. Fabozzi is the Eugene Luskin Professor of Finance at Johns Hopkins Carey Business School and one of the most cited scholars in finance worldwide. Over his distinguished career, he has authored more than 120 books and served as editor of The Journal of Portfolio Management and co-founder and co-editor of The Journal of Financial Data Science. Frank’s collaborations with four Nobel Laureates in Economics (Harry Markowitz, Franco Modigliani, Robert Shiller, and Robert Engle), his “Conversations with Frank Fabozzi” series for the CFA Institute and PM Research, and his roles on BlackRock’s Fixed Income boards underscore his influence at the nexus of advanced theory and real-world practice.
He earned his Ph.D. in Economics from the Graduate Center of the City University of New York after completing both his M.A. and B.A. in Economics at the City College of New York.

Tamas Budavari, PhD
AI Scientific Advisor
Professor, Applied Math and Statistics
The Johns Hopkins University
Dr. Tamás Budavári is an Associate Professor at Johns Hopkins University with appointments in Applied Mathematics, Physics, and Computer Science. His research bridges Bayesian statistics, big data, and urban analytics—applying methods from astronomy to real-world challenges like modeling housing patterns in Baltimore. He holds a Ph.D. in astrophysics from Eötvös Loránd University and is a founding editor of the Journal of Astronomy and Computing.

Brian Caffo, PhD
AI Scientific Advisor
Chief Data Scientist
Professor, Biostatistics
The Johns Hopkins University
Dr. Brian is a Professor of Biostatistics at the Johns Hopkins Bloomberg School of Public Health. He holds a BS in Mathematics and an MS and PhD in Statistics from the University of Florida. His work spans statistical computing, hierarchical models, longitudinal data, sleep and neuroimaging research, and educational innovation through MOOCs.

Jordan J. Green, PhD
Scientific Advisor
Professor, Biomedical Engineering
Director, Biomedical Engineering Undergraduate Program
The Johns Hopkins University
Dr. Jordan J. Green is a Professor at Johns Hopkins School of Medicine with appointments in Biomedical Engineering, Ophthalmology, Oncology, Neurosurgery, and Materials Science. He co-founded the Translational Tissue Engineering Center and serves on the executive committee of the Institute for NanoBioTechnology. He holds dual BS degrees from Carnegie Mellon and a PhD in Biological Engineering from MIT, followed by a postdoc in Chemical Engineering at MIT.