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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 an absolute return environment with particular interest in corporate composition and related ecosystem dynamics.

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>  Benchmark index applications of peer group analytics and valuation across global capital markets and asset classes, along sector proxies and within industry verticals to provide effective correlations and the directional value of securities (investable motifs: conventional, niche, thematic, megatrend and factor-based).

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>  Develop Clean Energy capital market Alpha and Alpha-Beta screens in a combined Renewables/Diversified Industrials/Technology sector-themed overlay via business segment operations to complement classical long/short portfolio strategies by capturing differentiated growth rates and resultant performance dispersion.

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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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>  Functional competencies: strategy, forecasting, due diligence, financial and project management.

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related publications:

 

<U/O> Matrix - Applied Indexation: Establishing Predictive Value  2022/20/19/18/17

 

<U/O> Applied Indexation …a brief tutorial.  2021

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Thematic Alpha-Beta Screening via Applied Indexation  2020

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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

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