Where Capital Meets Energy.
Where Strategy Meets Results.
Senior-level financial and energy sector consulting for private enterprises and US government agencies. Principal-led. Conflict-free. Built for complex mandates.
Treasury & Financial Management
Balance sheet strategy, structural hedging, interest rate risk, ALM advisory, and institutional treasury management for complex financial institutions.
Capital Markets & Quantitative Analytics
Derivatives strategy, quantitative modelling, benchmark reform (LIBOR/SOFR), and model validation across fixed income and commodity markets.
Regulatory & Public Policy
Federal Reserve, CFTC, SEC, and cross-border regulatory engagement. Basel III/IV, DFAST/CCAR, and prudential compliance strategy.
Energy & Environmental Markets
Ethanol, biodiesel, renewable diesel, RINs, electricity, petroleum, agricultural commodities, carbon markets, and energy-transition policy advisory.
Surex Capital delivers senior advisory across financial markets, regulatory strategy, and energy sector consulting — serving both private enterprises and US government agencies.
Our capability statement details past performance, key personnel qualifications, and contract vehicles for government procurement officers and private sector decision-makers.
Built for Complex Engagements
Surex Capital is a specialized consulting firm operating at the intersection of financial markets and the energy sector. We serve private enterprises and US government agencies from our bases in New York City and Toronto.
Led by Naveen Kalia, CFA, the firm draws on more than 20 years of senior leadership across global banking, commodities, institutional treasury, quantitative finance, and regulatory transformation. Our 1099 contractor model assembles precise expertise each engagement demands — without the overhead of a large consultancy.
Senior-Only
Every engagement led by senior practitioners.
1099 Model
Specialists matched to each engagement.
Dual Market
NYC and Toronto — capital and energy networks.
Scalable
Advisory mandates to multi-year programs.
Naveen Kalia, CFA
Founder & President
20+ years of senior leadership across Goldman Sachs, Bank of America, Deutsche Bank, TD Bank, and direct engagement with the Federal Reserve, CFTC, and SEC.
Markets Served
Private Sector
Energy companies, financial institutions, private equity-backed enterprises, and corporate clients navigating complex strategic or capital decisions.
US Government Agencies
Federal, state, and municipal agencies requiring specialized financial and energy sector expertise for procurement, program management, and policy advisory.
Financial & Capital Advisory
Structural hedging, balance-sheet management, regulatory capital, liquidity frameworks, quantitative analytics, and benchmark reform for financial institutions and corporate clients.
Private Sector · Government AgenciesEnergy Sector Consulting
Market advisory across ethanol, biodiesel, renewable diesel, RINs, electricity, petroleum, agricultural commodities, carbon markets, and energy-transition policy.
Private Sector · Federal AgenciesReady to Engage?
Let's discuss your mandate.