Bradley A. Powell, Cfa Email & Phone Number

London, England, United Kingdom

London, United Kingdom

• Primary coverage for $6 billion of holdings across European & Canadian diversified financials, technology & telecommunications sectors: conducting fundamental analysis, building financial models, meeting management.
• Overall annualized stock-picking performance relative to MSCI EAFE on a 3-year basis is +817bps. Analyst paper portfolio has outperformed by >900bps since inception in 2019. Hit-rate on IPO participation.
• Assess & assign proprietary ESG ratings to companies in the European & Canadian TMT space & financials space.
• Previously covered European construction materials, building products & homebuilding sectors.
• Co-founded & co-chair ONE London, the first-ever employee resource group in FMR’s UK office to champion diversity & inclusion.

Boston / London

• Conducted in-depth industry analysis on the global satellite industry, including primary and proprietary research.
• Initiated buy and sell ratings on four companies in the European satellite industry following comprehensive due diligence, financial modeling, and management meetings.

Toronto, Canada

• Conducted proprietary equity, credit, and ETF research across industries for assets under management of $1.8 billion. Actively involved in fixed income portfolio strategy and management of a $200 million mandate.
• Performed in-depth fundamental analysis, including financial modeling and writing detailed investment research reports. Average annualized return on stock picks presented to portfolio managers was 30% (excess return of.
• Conducted interviews and led meetings with senior management of many of Canada’s largest public and private companies.
• Recommended shares of The Brick, a furniture retailer in turnaround mode, after interviewing management and determining consensus was not properly valuing the company’s improvements. The Brick was acquired 9 months.
• Communicated with high-net-worth clients regarding portfolio investments and economic outlook.

Toronto, Canada

• Initiated coverage and recommended CCL Industries, a global specialty packing company. Shares since tripled in price.
• Assisted senior analysts in conducting equity and credit research to determine buys and sells in the portfolios.
• Evaluated the firm’s currency hedging policy, recommended against active hedging given portfolio constraints and mandates.

Toronto, Canada

• Prepared an analysis of custodial fees for the Exec. VP leading to significant savings from fee negotiations with the custodian.
• Supported equity traders with trading, posting and processing of trades, as well as trade settlements.
• Reconciled end-of-year tax packages for investment accounts to ensure clients received timely and accurate statements.

Toronto, Canada

• Analyzed financial performance (fundraising efficiency, donor churn, etc.) to pursue and access further sponsorship opportunities.
• Performed comparative research on similar organizations to enhance marketing and outreach. Identified competitive advantages of TSMF and targeted potential donor partners with similar philanthropic mandates.

Toronto, Canada

• Coordinated student exchange programs with over 20 partner schools around the world for 50 professional ballet students.
• Responsible for organizing a week-long seminar for international teachers, including registration, catering, and programming.
• Assisted in the planning of itineraries for the National Audition Tour, which visits 20 cities and over 1,000 children.

Toronto, Canada

• Featured in the Waning Moon Duet for In The Boneyard.
• Toured to the United States with Sly Verb.
• Collaborated with Director Christopher House on the creation of Timecode Break.
• TDT named Best Dance Company by Now Magazine in 2006.

Master Of Business Administration (M.B.A.) With High Honors

● Concentration: Analytic Finance. ● Awards: Siebel Scholar, Class of 2016. The Harry L. Davis Award. The Center of Research and Security.

Honours Bachelor Of Commerce With High Distinction

● Specialist: Commerce and Finance. Major: Economics. ● Cumulative GPA: 3.94. Final Grade in ECO380: 100%, RSM330: 98%, ECO100: 97%. ●.

Professional Dance Program

● Trained with Cirque du Soleil and worked directly with Maurice Béjart. ● Performed in the Spectacle de Rudra: Coppelia, Aerial Silks.

Ontario Secondary School Honour'S Diploma

● Professional Ballet and Academic Program graduate. ● Governor General’s Award for Academic Achievement (top GPA). ● Performed principal.