David Schmidt, Cfa, Caia Email and Phone Number
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Experienced investment professional with demonstrated leadership and management capabilities and a history of innovation and business development. Significant portfolio management experience across the size/style/risk spectrum of US equities. Strong client-facing skills, communicating effectively to a wide range of audiences.A few bullet points to highlight the versatility I bring to a firm:* Principal architect and programmer of stock selection model that incorporated multiple factors, security-specific sentiment and the overall market environment.* Served as the internal and external face and voice for the team, leading hundreds of meetings with clients, prospects and consultants. Significant wins in finals presentations.* History of innovation, leveraging existing capabilities and working with other teams to expand firm's AUM.* Intently focused on client's investment needs, continually working to enhance the investment process in order to deliver best possible risk/return.* Expertise in portfolio construction, optimization and managing risk controls. * Expert programmerSpecialties: Quantitative equities, product specialist, client-facing skills, multi-factor modeling, portfolio optimization and construction, Monte Carlo simulations, C++ programming
Martingale Asset Management
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Senior Investment OfficerMartingale Asset Management Jan 2022 - Present
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Sr Vp, InvestmentsMartingale Asset Management Jan 2015 - Present
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Director Of Quantitative ResearchZacks Investment Management Jan 2014 - Dec 2014Chicago, Illinois, Us -
Quantitative ConsultantSelf-Employed Mar 2011 - Dec 2013I provided consulting services on quantitative modeling within the US equity market as well as adhoc programming services.
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Chief Investment Officer - Quantitative EquitiesOfi Institutional Asset Management Jun 2003 - Jan 2011UsI led an investment team of 12 which was responsible for all aspects of portfolio management. As the internal and external face and voice for team, I regularly met one-on-one with clients and investment boards to discuss and analyze performance results. I helped craft marketing materials to effectively communicate complex strategies, and I traveled with the sales team to meet with consultants and prospects. As CIO, I was the point person for giving final presentations, with significant AUM wins. Conducted and supervised innovative quantitative research in stock selection models and portfolio construction techniques. Developed and implemented critical improvements in the stock selection model. Exceptional programming and technical skills, honed by years of hands-on experience. -
Deputy Chief Investment Officer - Quantitative EquitiesOfi Institutional Asset Management 1998 - Jun 2003UsIn this role, I assisted the CIO in the research, development and actual implementation of the teams’ stock selection models. I was the primary researcher in refining the teams’ portfolio construction techniques, developing applications to simulate buy-hold “paper portfolios” as well as simulations of daily trading strategies. Responsible for the development and launch of the team’s Enhanced Index products. Instrumental in transitioning all products to full optimization; similarly, the stock selection model was also enhanced to full optimization in order to determine the factor weightings. Heavily involved in the Y2K conversion, I wrote many of the critical programs for the daily management of our clients’ portfolios, as well as the automated gathering and maintenance of stock-specific data such as earnings estimates, balance sheet data, statement of cash flows, etc. These systems were the backbone of our data collection and an integral part of the modeling process.
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Director, Product DevelopmentTrinity Investment Management Jul 1994 - Jun 1998Under the CIO’s supervision, designed and brought to market several new products for the team, including domestic small cap, small cap value and smid value strategies. Coded and tested a wide range of stock selection factors at the direction of the CIO. I was responsible for investigating various strategies for weighting the stock selection factors, with an eye towards improving the model’s efficiency. Automated several streams of data collection.
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Analyst / ProgrammerTrinity Investment Management Aug 1988 - Jul 1993My work followed a trajectory of increasing responsibility and more complex undertakings. Automated various aspects of client reporting. Wrote multiple analytics and the key performance attribution package, which is still in use today. Re-organized the database to improve efficiency. Began the process of automating client trading. Helped the CIO collect and organize data for his projects.
David Schmidt, Cfa, Caia Skills
David Schmidt, Cfa, Caia Education Details
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Penn State UniversityComputer Science -
Penn State UniversityApplied Statistics
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University Of MinnesotaComputer Science
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Penn State UniversityComputer Science
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Carleton CollegeMathematics
Frequently Asked Questions about David Schmidt, Cfa, Caia
What company does David Schmidt, Cfa, Caia work for?
David Schmidt, Cfa, Caia works for Martingale Asset Management
What is David Schmidt, Cfa, Caia's role at the current company?
David Schmidt, Cfa, Caia's current role is Senior Investment Officer and Partner at Martingale Asset Management.
What is David Schmidt, Cfa, Caia's email address?
David Schmidt, Cfa, Caia's email address is da****@****ail.com
What schools did David Schmidt, Cfa, Caia attend?
David Schmidt, Cfa, Caia attended Penn State University, Penn State University, University Of Minnesota, Penn State University, Carleton College.
What skills is David Schmidt, Cfa, Caia known for?
David Schmidt, Cfa, Caia has skills like Alternative Investments, Leadership, Development, Portfolio Optimization, Valuation, History, Thought Leadership, Presenting To Clients, Portfolio Management, Financial Modeling, Capital Markets, Performance Attribution.
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