SUREX CAPITAL LLC

Capabilities

Surex Capital LLC is a specialized financial, management, and energy-sector advisory firm providing consulting services to federal agencies, prime contractors, and private-sector institutions. Core capabilities include institutional treasury and financial management, capital markets, asset-liability management (ALM), interest-rate and liquidity risk, structural hedging, quantitative analytics, financial modeling, regulatory strategy, market structure, and program support. Surex also provides energy-sector expertise across petroleum, renewable fuels, agricultural commodities, carbon and environmental markets. Principal-led by Naveen Kalia, CFA, the firm brings 20+ years of experience across major global financial institutions and complex treasury, derivatives, regulatory, risk-management, and capital-markets initiatives. Surex delivers senior-level financial, quantitative, regulatory, and energy-market expertise for complex institutional mandates.