I was the Director of Fundamental Research at LSEG (the London Stock Exchange Group) where I managed a team of analysts and market commentators. I held the same position at StarMine, a quantitative investment analytics fintech company acquired by Thomson Reuters in 2008. With more than 30 years ...more

I was the Director of Fundamental Research at LSEG (the London Stock Exchange Group) where I managed a team of analysts and market commentators. I held the same position at StarMine, a quantitative investment analytics fintech company acquired by Thomson Reuters in 2008. With more than 30 years of experience conducting fundamental analysis, I am widely regarded as an expert in helping fundamental investors apply innovative quantitative research to their investment process. My career has spanned a broad range of buy-side and sell-side activities in both public and private equity. I have previously held various investment roles in independent research, for a venture capital firm, long/short hedge fund, global sector fund, and a small-cap growth mutual fund company, where I was also a principal. Frequently sought out for interviews and speaking engagements, I regularly present at global CFA Societies events and industry conferences. I am a CFA Charterholder and have earned an undergraduate degree in Electrical Engineering and an MBA in Corporate Finance. Specialties: earnings quality, financial statement analysis, predictive equity analytics, valuation, accounting, quant model development, public speaking, subject matter expert.less