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Fundamental investment research and institutional marketing roles in both domestic and international firms. Demonstrated principles of corporate finance, relative value and competitive market information in a total return environment with particular interest in corporate composition and related ecosystem dynamics.

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>  Develop proprietary <U/O> Matrix via Applied Indexation methodology at scale to illustrate adaptive benchmark/index applications of peer group analytics and valuation across global capital markets and asset classes, establishing context for institutional investors to identify empirical/prevalent/emerging themes and complementary portfolio strategies (performance dispersion, attribution; portfolio construction).

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>  Featured Clean Energy thematic is derived from a combined Renewables/Diversified Industrials/Technology sector-themed overlay utilizing the modularity of corporate business segment operations embedded within company revenue lines to generate effective Tier-2: Alpha and Alpha-Beta screens.

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>  Established a public forum advocating one Energy equation, from Oil & Gas to Renewables, based on the US Department of Energy’s Energy Information Administration policy and period forecasts.

 

>  Analytical capabilities support: 1) identification of catalysts for corporate actions on a macro, sector, industry, subindustry and company-specific basis, 2) evaluation of capital structure and corporate financings (debt and equity), 3) impact analysis of sovereign, supranational, federal, state and municipal policies, 4) isolation of economic cycles/subcycles within greater cyclicalities, 5) solvency/liquidity assessments, 6) ability to address structural market data inefficiencies and 7) thematic capture.

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>  Fundamental competencies include strategy, forecasting, due diligence, project management, pro forma modeling, financial analysis, data analytics, SEC reporting, accounting and corporate communications.

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related publications:​​

 

Alpha, Beta, Alpha-Beta

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<U/O> Tutorial_5: Performance Dispersion (Meta)

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Data Refinement: Business Segment Operations (BSOs)

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<U/O> Matrix - Applied Indexation: Establishing Predictive Value

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Thematic Alpha-Beta Screening via <U/O> Applied Indexation

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The Tangential Path to Alpha

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Can Smart Beta think (twice)?

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<U/O> ETF Proxy Flashcharts

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View From the Bottom: Reconciling Managed Fund and Allocated Strategies

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High Yield Energy: Paths of Valuation and Correlated Effects

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The Uncorrelated

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The Case for High Multiples

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Peer Group Analytics and Valuation, an Abstraction

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Alternative Energy: Today, the Future and the SuperFuture

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Beyond Alternative Energy​

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