Fundamental investment research and institutional marketing roles in both domestic and international firms. Demonstrated principles of corporate finance, fundamental analysis and competitive market information in a total return environment with particular interest in Renewables, Diversified Industrials and the Energy Complex.
> 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 subcycles within greater cyclicalities, 5) solvency/liquidity assessments, 6) ability to address structural market data inefficiencies and 7) thematic capture.
> Publicly-sourced data sets detail exclusive ETF utilization for benchmark index applications of peer group analytics and valuation across global capital markets and asset classes, along sector proxies and within industry verticals (ecosystems) to provide effective correlations and the directional value of securities.
> Develop Alpha and Alpha-Beta screens in a combined Renewables/Diversified Industrials/Technology sector-themed overlay to complement classical long/short portfolio strategies.
> 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.
related publications:
Thematic Alpha-Beta Screening via Applied Indexation 2020
<U/O> Matrix - Establishing Predictive Value 2019/18/17
The Tangential Path to Alpha 2018
As the Earth Breathes 2017
Can Smart Beta think (twice)? 2017
<U/O> ETF Proxy Flashcharts 2017/16
View From the Bottom: Reconciling Managed Fund and Allocated Strategies 2016
High Yield Energy: Paths of Valuation and Correlated Effects 2015
The Uncorrelated 2015
The Case for High Multiples 2014
Can Smart Beta think? 2014
Peer Group Analytics and Valuation, an Abstraction 2014
EPV: Establishing Predictive Value (1-6) 2014/13
Alternative Energy: Today, the Future and the SuperFuture (1-5) 2013/12/11
Beyond Alternative Energy 2011