United States
I am an experienced investment research professional focused on the analysis of structured and unstructured datasets to optimize investment decision-making. I feel strongly that data is currently underutilized by the industry with too much focus on short-term KPI forecasting and not enough attention on how data can be used to tell a company's story and validate or invalidate a longer-term investment thesis. My unique perspective and capabilities derive from combining over a decade of fundamental equity research experience with six years managing investment data analytics teams both on the buyside (Head of Alternative Data Analytics team at Citadel's Ashler Capital as well as lead TMT data analyst) and the sellside (Head of Internet and China sector teams at YipitData). Track record of modeling reliable KPI forecasts and bringing unparalleled creativity to the task of isolating critical investment variables by combining multiple datasets. Please reach out if you have any interest
Leading an investment research team to develop CPP's data-driven fundamental investing strategy, leveraging novel alternative data, quantitative techniques and proprietary technology to make public market investments.
Recruited to architect SoftBank's data strategy, build a best in class data team from the ground up and lead that team in support of both SoftBank's investment professionals and SoftBank's portfolio companies. Unfortunately, significant management turnover at SoftBank while I was "gardening" resulted in a very different role upon my arrival.
Managed a team of 7 data analysts and 4 data engineers tasked with identifying alpha generative datasets and extracting actionable investment insights. Led projects to continuously improve data infrastructure and accessibility, to test and evaluate predictive model enhancements and to increase integration of data analysts into the investment process. Oversaw hiring and training to grow team from seven to 11 persons. Member, Citadel Data Steering Committee Member, Citadel Equities Data Operating Committee
Sourced and analyzed alternative data to produce actionable investment insights and KPI forecasts in support of TMT investment teams. Established real-time monitoring dashboards and alerts to ensure timely communication of trading opportunities.
There’s so much more data available to investors today, and they are not equipped to source and analyze it all. At YipitData, we do it for them. For each company we cover, we source and analyze all of the data available. So for their key questions, they now get answers with real data, not anecdotes. Institutional investors at over 150 hedge funds and long-only funds trust YipitData to analyze all of the data for them and distill critical insights. YipitData’s 95-person team includes data engineers, data analysts, and equity research analysts. YipitData is headquartered in New York City with additional offices in Boston, Hong Kong, San Francisco, and Shanghai.