Expertise

 
Hedge Fund
Venture Capital
Investment Banking

Languages Spoken

 
Spanish
$17.3K

Total Earnings

4

Avg Response Time

13

Jobs Completed

181

Total Hours Logged


Experience

 
 
Hedge Fund
Engineered Ventures, LLC - Quant Analyst/Portfolio Manager, Managing Member
07/2007 - Present
-Launched and managed quant-strategy family fund focused on U.S. equities. On trailing 5-year basis, outperformed Morningstar benchmark by 290 BPS per year while generating positive alpha.
-Refined and managed rigorous, disciplined and replicable, fundamentally-based quant factor models and math algorithms to evaluate publically traded securities, including: earnings growth prospects – i.e., strength, consistency and sustainability – quarterly and annually. Set up portfolio constraints: liqu

 
Hedge Fund
ThinkWealth Alpha Fund, LLC - Analyst/Portfolio Manager, Managing Membe
06/2003 - 06/2007
-Implemented and managed opportunistic fundamental and value-based investment strategy family fund focused on U.S. equities. Built, back-tested, and implemented numerous valuation models: both absolute-based on modelling financial statements, e.g., intrinsic value from free cash flow (FCFF), as-well-as relative-based valuation models based on market sector and comparable benchmarks.
-Raised fund AUM from HNW/UHNW LPs, set up all facets of operational infrastructure including prime brokerage,

 
Venture Capital
Xfinity Corporation, Inc. - Analyst, VP
11/2000 - 06/2003
-Formed standalone venture capital fund within corporate structure of an Asian-based technology software (SaaS) and services integration company. Led deal team in negotiations of several early-round technology software and services startups – all based in the U.S., including: operational and financial due diligence, valuation, and industry analysis.
-Built strong knowledge of financial, principal, and legal aspects of purchasing and managing portfolio companies. Guided numerous portfolio com

 
Investment Banking
UBS AG - Analyst, AVP
06/1999 - 11/2000
-Conducted all facets of fundamental equity research on technology companies, with special emphasis on: Software/IT Services & Consulting.
-Ranked 9th of 62 analysts in the Institutional Investors All-America Poll, #7 in Reuters, #11 in Greenwich Associates Research Survey in the Computer Services sector.
-Researched, analyzed, and constructed detailed earnings models, wrote in-depth reports on both industry and companies under coverage, tracked industry trends, published timely newsletters,

 
Investment Banking
Oppenheimer & Company - Analyst, Senior Director
06/1997 - 06/1999
-Conducted all facets of fundamental equity research on technology companies, with special emphasis on Computer Services & Software, and Business Services sectors.
-Researched, analyzed, and constructed detailed earnings models, wrote in-depth reports on both industry and companies under coverage, tracked industry trends, communicated investment opinion to over 500 institutional clients, institutional sales force & traders, and investment bankers. Sponsored investor road shows to key corporat

 
Investment Banking
Deutsche Bank Group - Analyst, AVP
04/1996 - 06/1997
-Founding member of the Deutsche Bank Technology Group, a standalone technology focused research and banking effort led by the former head of technology banking at Morgan Stanley ? Frank Quattrone. Deutsche Bank Technology Group rose to the top-5 in most investment banking underwriting and advisory league tables within the first two years of its formation. The technology group was ranked #1 in 1997 Institutional Investors All America Poll.
-Conducted all facets of fundamental research on tec

 
Investment Banking
Morgan Stanley & Company - Analyst
01/1994 - 04/1996
-Worked for chief U.S. equity market strategists, Byron Wein and Thomas McManus, to develop a quantitative small capitalization component of the firm’s overall portfolio and strategy research.
-Transitioned to technology equity research and conducted all facets of fundamental research on technology companies, with special emphasis on Computer Resellers & Contract Manufacturers, Healthcare Technology, and Computer Services & Software sectors.
-Researched, analyzed, and constructed detailed ea

 
Investment Banking
Citigroup Inc. (Salomon Brothers Inc.) - Analyst
02/1990 - 12/1993
-Gained working knowledge of equity, currency, and interest-rate derivatives with implementation of analytic closed-form pricing routines and more advanced numerical pricing techniques (i.e., stochastic process simulation routines, and discrete-time binomial tree models for American style options, etc.).
-Worked with structured products group to develop derivative products for emerging growth stocks, OPALS (Optimized Portfolios as Listed Securities), PERCS, warrants, sector baskets, and PAIRS