Seasoned Wall Street executive, investment manager, award-winning sell-side analyst and board advisor with extensive experience in public and private markets, debt & equity capital markets, private wealth management and institutional management. Proven track record of success in high risk, multi-manager investing. Strong analytical skills as well as outstanding written/oral communications skills, with unique ability to make quick quantitative and economic decisions in diverse scenarios. Institutional Investor ranked for Media/Entertainment coverage in 2003 and 2017. Starmine ranked for both stock picking and earnings accuracy in 2011 and 2012. Regularly quoted in the Wall Street Journal, NY Times, LA Times, Hollywood Reporter, and LA Business Journal. Appeared on CNBC, Fox Business News and Bloomberg TV multiple times over the years. Series 7, 63, 86, 87, 66 licensed.
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Managing Director/Portfolio ManagerScholtz & Co. Asset Management, Llc Mar 2021 - Sep 2023Los Angeles, California, United States• Portfolio Manager for a sleeve of this firm’s $220+mn in AUM. Opened the LA office in Feb 2021.• Introduced a number of initiatives to protect client capital in the 2022 bear market, including the useof reverse ETFs, steepener credit products, and selling covered calls and/or buying select ETF puts.• Self-driven insights and valuation work contributed to firm outpacing the S&P 500/Barclay’s Aggby 79 bps in its core income product over a 3-year span and by 320 bps over a 5-year span.
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Managing DirectorImperial Capital, Llc Apr 2018 - Jul 2020Los Angeles, Ca* Managing Director covering the Technology/Media sector, both equity and credit. Coverage included Netflix, Disney, WBDiscovery, Paramount, Lamar, MGM, Outfront, AMC, Cinemark, and Lionsgate/Starz.* Within 6 months, ranked #1 within the firm on typical metrics used to evaluate sell side analysts – stock-price direction, votes, non-deal road shows, deal flow, valuation work, and overall product quality.* Responsible for a broad-array of corporate access initiatives, including multiple NDRs, bus tours, and C-suite speaker series across covered research names, as well as non-covered companies. * Succeeded in developing broad institutional relationships with a variety of geographically diverse buy-side firms as a result of quality research, domaine industry expertise, and locale differentiation. -
Managing DirectorLoop Capital Markets Jun 2016 - Feb 2018Los Angeles, Ca* Managing Director, Equity Research. Recruited by Loop Capital Markets to build out brand new Media/Entertainment research franchise as a compliment to already-existing capital markets efforts, this as a result of Loop's acquisition of certain Topeka Capital Markets personnel in June 2016. * Was brought "over the wall" and subsequently advised on $487.7mn worth of deals involving private placements, M&A, fairness opinions, and debt/equity issuance.* Advised numerous corporate boards for companies under coverage, including AMC, Cinemark and Carmike, mostly due to underperformance of the equity against the S&P 500.* Institutional Investor ranked in 2017. Was the only Loop analyst to receive this award. -
Managing DirectorTopeka Capital Markets, Inc Jan 2014 - Jun 2016Los Angeles, Ca* Managing Director, Equity Research; Recruited by Topeka to build out Media/Entertainment franchise within TCM's Equity platform as a compliment to existing TMT coverage. * Received votes/support at over 50 buy-side institutions, with particular success in Boston, New York, Chicago, Minneapolis, Los Angeles and Kansas City. -
Managing DirectorB. Riley & Co. Dec 2012 - Jan 2014Los Angeles, Ca* Managing Director - Equity Research; Equity Research Analyst covering 15 company's as a result of B. Riley's acquisition of Caris & Co. consummated in December 2012. * Voted #1 at Starmine for earnings accuracy within the Media sector in 2010 and 2011. Was the only BR/Caris analyst to receive these awards. * Caris & Co. was sold to B. Riley in December 2012. Left voluntarily on January 1, 2014 to join Topeka Capital Markets.
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Managing DirectorSanders Morris Harris/Sutro & Co. Inc. Nov 1999 - Jul 2008Los Angeles, Ca* Managing Director - Equity Research - Entertainment & Media * Consistently placed #1 or #2 in quarterly ranking of all equity analysts as determined by firm partners. * Youngest employee ever to make Managing Director. * Voted #1 in Institutional Investor's 2003 All-American Research Team for Boutique/Regional Firms. * (Sanders Morris Harris acquired the institutional arm of Sutro & Co. in December 2001).
David W. Miller Education Details
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Communication Studies/Political Science -
Economics, Finance, Marketing
Frequently Asked Questions about David W. Miller
What is David W. Miller's role at the current company?
David W. Miller's current role is Portfolio Manager, UHNW Relationship Manager, & Capital Markets Executive | Chairman of the Miller Family Intern/Scholarship Fund at Northwestern University | Board Member, NU-WCLC.
What schools did David W. Miller attend?
David W. Miller attended Northwestern University, The University Of Chicago Booth School Of Business.
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David W. Miller
United States5millerpharma.com, biogen.com, meteorapartners.com, ghocapital.com, umbc.edu3 +124037XXXXX
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David W. Miller
Financial Services Compliance And Controls ExecutiveNew York City Metropolitan Area -
W. David Miller
Executive Director And Church Administrator At Asbury United Methodist Church - Birmingham, AlabamaBirmingham, Al4gmail.com, gmail.com, bsc.edu, asburyonline.org -
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