I have a unique background in fundamental, macro, and thematic research and am a proven portfolio manager/analyst and strategist from Neuberger Berman, Alliance Bernstein and the Federal Reserve Bank of New York and executed financings and strategic advisory assignments as an investment banker and ...more

I have a unique background in fundamental, macro, and thematic research and am a proven portfolio manager/analyst and strategist from Neuberger Berman, Alliance Bernstein and the Federal Reserve Bank of New York and executed financings and strategic advisory assignments as an investment banker and management consultant at Deutsche Bank and Booz & Co. I have generated actionable insights instrumental in the formulation of strategic roadmaps for public and private equity/venture backed entities and led financing transitions across capital structures. I worked with Cathie Wood and Lew Sanders at Alliance Bernstein, Ben Bernanke and noted economists at the Federal Reserve Bank of New York, and value investors such as Benjamin Segal and Marvin Schwartz at Neuberger Berman. I helped pioneer research into disruptive technologies and paradigm shifts such as electric vehicles, climate change and energy transition starting in 2005 and worked in the first thematic investing group on the buy-side. I was early to ESG/sustainability, and have also covered traditional sectors such as industrials/autos, energy, materials, and technology with a bottom-up approach. I built a strong track record as a co-PM of a fundamental/bottom-up Global Equity fund from 2009-4/2018 (top quartile performance, 4-star ranking), and as a senior analyst covering auto/industrials, energy, metals and sub-sectors such as beverages, fin-tech, medical devices/bio-tech, and clean-tech, sensors/AI, IoT, and semiconductors. Career Highlights: * Neuberger Berman: Director of Thematic Research - analyzed disruptive technologies around advanced mobility, 5G, fin-tech, etc. * Neuberger Berman: Lead PM of Next Generation Mobility fund; and investment committee member on other thematic funds (Autonomous Vehicles, Global Connectivity, & FinTech) with ESG integration. * Alliance Bernstein: Author of a book chapter on electrification of road transport in Plug-In Electric Vehicles, edited by David Sandalow, Brookings Institution. * AllianceBernstein: Lead researcher/co-author of report on the multi-sector impacts of the emergence of hybrid/electrical vehicles, which has been cited in books, papers, and articles. * AllianceBernstein: Lead researcher/co-author of report on investment implications of climate change. * International Monetary Fund: Co-author of IMF working paper on value added taxes in the US. * Federal Reserve Bank of NY: Worked with Ben Bernanke, and others to understand past credit cycles and assess impacts.less