New York City Metropolitan Area
AB32 (CCAs/CCOs) Trading & Origination
- Wrote >515 research memos on firms across all sectors which were utilized to interview c-suite executives and brief key individuals during key events i.e., earnings calls, IPOs, SPAC combinations, mergers and acquisitions, etc - Distilled 100s of pages of equity research, earnings calls, and headlines every morning into a briefing package
- Acted as an internal consultant to portfolio companies, aiding with modeling and ad hoc projects - Effectively communicated VentureOut’s methodologies and procedures to international partner firms and governments - Worked on materials presented in person to the Prime Minister of the Czech Republic
- Leveraged winning the TD Ameritrade thinkorswim challenge to raise $2,000,000 in funds - Invested substantial funds utilizing a thematic structured options strategy, reaching returns far in excess of the S&P over the same periods - Captured extreme alpha from the implosion of leveraged VIX products, the Lira's rapid devaluation and other significant market events - Ran investor relations, including monthly investor update notices outlining positions and strategy Formulated algorithmic trading strategy based on decay theory and market cost basis