Arnie Berman

Arnie Berman Email and Phone Number

Chief Financial Officer and Head of Business Development @ Sterling Transportation
Newtown, CT, US
Arnie Berman's Location
New York City Metropolitan Area, United States
Arnie Berman's Contact Details

Arnie Berman personal email

n/a

Arnie Berman phone numbers

About Arnie Berman

Finding BWG Strategy’s research offering to be so indispensable that I begged to join the company. Wall Street’s 1st Tech Stock Strategist and Macro-Sector Analyst. A career analyzing, positioning and evangelizing for co.’s in the tech, pharma and investment mgt. industries. A driven performer that takes responsibility for making colleagues and clients happier and more productive. Exceptional interpersonal, public speaking, writing and data presentation skills.

Arnie Berman's Current Company Details
Sterling Transportation

Sterling Transportation

View
Chief Financial Officer and Head of Business Development
Newtown, CT, US
Website:
bwgstrategy.com
Employees:
369
Arnie Berman Work Experience Details
  • Sterling Transportation
    Chief Financial Officer And Head Of Business Development
    Sterling Transportation
    Newtown, Ct, Us
  • Bwg Strategy Llc
    Macro-Sector & Industry Strategy
    Bwg Strategy Llc Sep 2022 - Present
    BWG's executive forums connect suppliers, customers, distributors, competitors and other critical ecosystem players across a wide range of industries. BWG puts subscribers in the investment community in the room where it happens – providing a direct and time-efficient mechanism to augment their fundamental research process with contextual analysis (i.e., a full understanding of the macro-industry context in which their portfolio companies operate). Responsible for moderating industry forums in transportation, industrials, real estate and other "old economy" sectors that are likeliest to benefit from favorable capital flows in the decade ahead.
  • Libbylu
    Founder
    Libbylu Jul 2018 - Present
    Greater New York City Area
    Managing Member of an organization that provides advisory and business management services to organizations including Gilrose Pharmaceuticals and MOU Capital.
  • Gilrose Pharmaceuticals
    Chief Business Officer
    Gilrose Pharmaceuticals Jul 2018 - Present
    Greater New York City Area
    Responsible for positioning a start-up organization with the strategic collaborators that can help bring its revolutionary treatment approach to millions of children with speech or gait impairments associated with CP and other neurological disorders.
  • Mou Capital
    Strategic Advisor
    Mou Capital Aug 2018 - Present
    Greater New York City Area
    Helping companies in the technology, medical device, healthcare IT, and other industries to craft their message and raise capital. MOU is a boutique investment bank which originates proprietary investment opportunities for qualified investors seeking high yields, strong counterparties and return streams with limited correlation to their other holdings
  • Park Avenue Value Partners
    Director Of Research And Chief Operating Officer
    Park Avenue Value Partners Dec 2014 - Jan 2019
    New York
    Researched equity investments and activist SPV opportunities for 2 hedge funds launched by former Soros portfolio manager Kristofer Segerberg. Worked closely with PAVP’s CEO to craft the firm’s messaging regarding investment process, philosophy and approach. Co-authored PAVP’s white papers and developed the firm’s marketing collateral.
  • Technology Focus Capital Management
    Portfolio Strategist And Chief Operating Officer
    Technology Focus Capital Management 2009 - 2014
    Co-Founder, Portfolio Strategist and Chief Administrative Officer at a small investment firm with a mandate to identify investment opportunities at the intersection of company-specific and macro-sector analysis. Developed and implemented a rigorous investment process to identify wealth creation and wealth destruction opportunities in companies at the onset of change so substantive that it would likely alter their underlying financial statement momentum. Significantly refined and enhanced the macro-sector models that served as the fundamental foundation of my work in the tech sector since 1998 (but which can be applied to any market sector). Designed and constructed robust portfolio monitoring and portfolio risk management tools. Spearheaded TFCM’s marketing efforts. Framed and articulated the firm’s investment philosophy and approach to alpha generation for the fund's offering memorandum and its marketing presentations. Aimed to produce the best monthly letter in the hedge fund industry with industry leading communications, disclosure and transparency. As Chief Operating Officer, responsible for all of TFCM’s business activities, vendor relationships and contract negotiations. In charge of overseeing the fund’s annual audit and tax preparation. Served as Chief Compliance Officer.
  • Cowen And Company
    Chief Technology Strategist And Tmt Research Coordinator
    Cowen And Company 2005 - 2008
    Primary mandate: to provide professional money managers, venture capitalists and other interested parties with a thought-provoking, entertaining and highly differentiated perspective on the technology industry - supported by data presented in unconventional and revealing ways that institutional investors were unlikely to encounter anywhere else. As author of Technology Focus, was also responsible for identifying the most compelling long and short opportunities across the entire technology sector. To meet these objectives, employed an interdisciplinary “macro-fundamental” approach that considered company fundamentals, the broader industry context and the quantitative dynamics that are most likely to influence share prices. Secondary mandate: Inspire a team of 25 technology analysts to develop (a) correct, non-consensus and well-argued investment recommendations and (b) a cohesive and collaborative research offering that institutional investors would find to be indispensable. My role as “TMT Research Coordinator” encompassed multiple functions including “Team Leader,” “Catalyzing Force,” “Spin Master,” “Salesman,” “Player/ Coach” and “Chief Technology Research Evangelist.” Frequent guest on CNBC. Regularly quoted in the business press. Leading marketer and institutional investor vote-getter in Cowen’s research department.
  • Creditsights
    Global Capital Markets Strategist And Chief Technology Strategist
    Creditsights 2004 - 2005
    Key mission: to help this rapidly growing independent research firm with strong brand recognition among institutional credit market investors to penetrate the much larger market of institutional equity investors.
  • Soundview Technology Group
    Chief Technology Strategist And Chief Investment Officer
    Soundview Technology Group 1990 - 2004
    Managing Director at investment bank and institutional brokerage firm focused primarily on the information technology sector. Wore multiple hats to help grow the organization from 25 to 500 people. From 1998 until early 2004, served as SoundView’s Technology Strategist and Chief Investment Officer as well as its principal investment spokesman and the long-time author of its flagship research product, Technology Focus.From 1990 until 1999, served as an institutional producer covering accounts in New York and the mid-Atlantic. SoundView’s top commission generator from 1995-1999.Logged more visits to and received more votes from institutional investors than any other SoundView analyst — becoming the only person in SoundView’s history to be the strongest producer in both its research and institutional sales departments. Frequent guest on CNBC, CNN, PBS and Bloomberg television. Regularly quoted in Barron's, Wall Street Journal, Forbes, Business Week, Fortune and other business press. Contributing Editor and monthly columnist for the Red Herring Magazine.
  • Red Herring
    Magazine Columnist
    Red Herring 1998 - 2003
    Greater New York City Area
    Contributed regular column on technology stock investing in every other issue of the Red Herring Magazine
  • Cibc Wood Gundy (Formerly Wood Gundy Corp.)
    Vice President, Institutional Equity Sales
    Cibc Wood Gundy (Formerly Wood Gundy Corp.) 1987 - 1990
    The firm's #1 US producer in 1989 and 1990.
  • Scotia Mcleod (Formerly, Mcleod Young Weir)
    Vice President, Institutional Equity Sales
    Scotia Mcleod (Formerly, Mcleod Young Weir) 1985 - 1986
  • Mabon Nugent
    Institutional Equity Sales
    Mabon Nugent 1983 - 1986

Arnie Berman Skills

Venture Capital Investment Banking Equities Hedge Funds Capital Markets Investments Financial Modeling Equity Research Mergers And Acquisitions Private Equity Trading Systems Portfolio Management Valuation Alternative Investments Asset Management Risk Management Investment Management Trading Due Diligence Corporate Development Start Ups Bloomberg Mergers Corporate Finance Marketing Asset Managment Ipo M&a Experience Information Technology Strategy Portfolio Risk Management Tmt Research Coordinator Regulatory Compliance Institutional Sales Public Speaking Television Magazine Columnist

Arnie Berman Education Details

Frequently Asked Questions about Arnie Berman

What company does Arnie Berman work for?

Arnie Berman works for Sterling Transportation

What is Arnie Berman's role at the current company?

Arnie Berman's current role is Chief Financial Officer and Head of Business Development.

What is Arnie Berman's email address?

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What is Arnie Berman's direct phone number?

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What schools did Arnie Berman attend?

Arnie Berman attended Brown University.

What are some of Arnie Berman's interests?

Arnie Berman has interest in Investing, Technology, Technology Investing, Silicon Valley, Business, Major Internet Companies, Startups.

What skills is Arnie Berman known for?

Arnie Berman has skills like Venture Capital, Investment Banking, Equities, Hedge Funds, Capital Markets, Investments, Financial Modeling, Equity Research, Mergers And Acquisitions, Private Equity, Trading Systems, Portfolio Management.

Who are Arnie Berman's colleagues?

Arnie Berman's colleagues are John Balboni, Darlene Medrano, Alex Lantz-Gefroh, Anish Bhurtyal, Alec D., David Lafauci, Charles Nitschke.

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