Expert Profile
Experienced trading in international markets at an investment bank, a pension plan and two hedge funds in roles of proprietary trader, head trader, risk manager. Well versed across equities, derivatives, futures, currencies, commodities and fixed income products. Recognized for a solid reputation of adding alpha by processing streams of information, communicating ideas, providing trading strategies and best trading execution. Ability to analyze and implement complex quantitative products, investment programs and risk management controls. Consistently led efforts aimed at increasing trading efficiencies and firm profitability. Daily management of firm’s morning meetings, operational issues and sell-side relationships.
From 2007 to 2009:
Managed international equity trading for $30 Billion asset management division. Executed portfolio orders, provided market insights, recommended trading and hedging strategies, calculated portfolio exposures and reported post trade analysis to Portfolio Managers.
• Initiated electronic trading systems and algorithmic programs improving market impact from 10 to 30 bps per trade.
• Led weekly internal seminars on option trading strategies, idea generation and technical analysis to staff
•Within 2 months, established international back and middle office procedures with operations and risk management.
•Successfully restructured the international trading desk into an independent desk for a start up hedge fund
From 2000 to 2007:
Head trader and partner for a $700mm global equity long/short hedge fund. From idea generation until trade settlement, worked closely with analysts, traders and external contacts to recommend and implement short-term portfolio strategy and risk management. Conducted firm’s daily morning call to partners and analysts on trading updates, company earnings, research dissemination, announced and impending news, stock placings, macro data, trading ideas, fundamental and technical analysis.
• Introduced a real time risk package calculating delta adjusted exposures, long/short ratios, portfolio betas, leverage and market correlation resulting in increased trading efficiencies in portfolio management risk levels and stock price objectives.
• Combined option trading with micro and macro events resulting in strategies optimizing stock alpha and portfolio beta
• Opened marketing channels, established strategic alliances and developed new products
• Spearheaded quantitative thematic basket trading with strategies resulting in lowered portfolio volatility by 20%
• Reduced quarterly sell-side relationship review from a week to a day thru creation of 120+ broker point system database
• Developed securities lending, dividend recaptures and tax strategies contributing 75 bps to annual returns
• Ran proprietary trading book over three year period with 10% of fund averaging 15%-25% annual returns
• Hired, trained and supervised two traders to assist in the high volume 7x’s annual portfolio turnover.
Rutgers University:
BA Economic Theory / BA English
Co-Founder Rutgers Young Entrepreneurs Club
• Master Traders: New World Trading of Old World Markets - European Derivatives: Wiley – 2006
• Greenwich Associates International Equity Investor Study – 2006 / 2007
• Bloomberg Daily International Trading Blog – 2008 / 2009
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