Edward Dowd

Edward Dowd Email and Phone Number

Equity Investment Executive | Founding Partner, Phinance Technologies | Author, "Cause Unknown" - The Epidemic of Sudden Deaths in 2021 & 2022 @ Phinance Technologies
Edward Dowd's Location
Maui, United States, United States
Edward Dowd's Contact Details

Edward Dowd work email

Edward Dowd personal email

n/a
About Edward Dowd

Edward Dowd is currently a Founding Partner of Phinance Technologies, a global macro alternative investment firm. He is also author of the new book, "Cause Unknown: The Epidemic of Sudden Deaths in 2021 & 2022." (Release Date: Dec 13, 2022, Skyhorse Publishing). Edward has worked on Wall Street most of his career, spanning both credit markets and equity markets. Some of the firms he worked for include HSBC, Donaldson Lufkin & Jenrette and Independence Investments. Most notably, he worked at Blackrock as a portfolio manager where he managed a $14 billion Growth equity portfolio for ten years. After BlackRock, he founded OceanSquare Asset Management with two former BlackRock colleagues.For Speaking Engagements please contact Robert Abrams at robert@bigideaspeakers.com

Edward Dowd's Current Company Details
Phinance Technologies

Phinance Technologies

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Equity Investment Executive | Founding Partner, Phinance Technologies | Author, "Cause Unknown" - The Epidemic of Sudden Deaths in 2021 & 2022
Edward Dowd Work Experience Details
  • Phinance Technologies
    Founding Partner
    Phinance Technologies Jun 2022 - Present
    Phinance Technologies is a global macro alternative investment firm. The flagship product is a Futures fund using proprietary fundamental economic algorithms to generate investment ideas with rigorous risk overlays. The fund is designed to be a conservatively leveraged fund that provides a highly liquid alternative to traditional asset classes. It has a low correlation with the equity markets and could be suitable as an alternative investment, particularly in a period of global uncertainty and volatility. The firm is currently in the process of seeking a seed partner to participate in the growth of the firm.
  • Symphonic Capital, Llc
    Consultant To Founder & Partner Of Symphonic Capital, Llc.
    Symphonic Capital, Llc Sep 2018 - Jun 2022
    Currenlty assist Founder with Market Strategies, Risk management and Macro Analysis.Peter Campbell founded the firm and implemented proprietary suite of dynamic trading models designed specifically to employ a multi-dimensional probability engine for harvesting S&P 500 market opportunities aimed at true and consistent high probability at reduced volatility absolute return. Specific firm values and focus center around implementation and creation of professional QEP products designed from the foundation up to deliver sophisticated risk managed performance driven results in extreme, trending, non-trending or exogenously affected market conditions.Key Objectives:Limited individual potential points of failure for live executions by exploiting maximum market integration at minimum impact via advanced liquidity and market structure toolsets (trade reticulation) to ensure highest possible achievement of model expectations and potential via execution framework centered on achieving maximum execution potential and maximum market resolution and minimum market impact.Passionate focus on multi-layered systematic/probability decision making and single price dependent decision making/risk-taking and risk-management infrastructure. Extensive focus on the implementation of Positive Risk Management, Swarming Order Management & Trade Multiplication, Virtual Spread and Trade Reticulation technologies designed and implemented to limit volatility and ensure responsive, dynamic and risk managed results.Real-time dynamic eMotion, market structure and probability framework for risk and opportunity selection. Core values are as risk taking on as infrequent as possible with as little time and dollar exposure to markets as possible. Risk taking limited based on dynamic and measurable probability convergences using innovative toolsets for deep and comprehensive evaluation of true market emotion, structure, potential and behavioral evaluation.
  • Oceansquare Asset Management, Llc
    Managing Partner, Cio Equities
    Oceansquare Asset Management, Llc Mar 2017 - Mar 2019
    OceanSquare Asset Management LLC was founded in 2017 by 3 entrepreneurs with identical core principles and pedigree. Our shared vision of navigating the global markets coupled with our unique investment philosophy delivers a strong investment foundation. Launched to provide our clients with a collaborative, concentrated, and disciplined approach, OceanSquare is a Pennsylvania based privately-owned boutique firm offering a high conviction fund with low index correlation.OceanSquare prides itself on being an employee-owned firm. We have built a culture-oriented team of dedicated, experienced, fixed income and equity professionals with similar large institutional backgrounds who are united in the belief that collaborative investing drives successful decision making and leads to long term performance.
  • Fim Group
    Portfolio Manager
    Fim Group Aug 2014 - Apr 2016
    Developed an entrepreneurial Global Concentrated Growth Product targeted to institutional investors and high net worth individuals. The product was targeted to hold 15-30 stocks comprised of both secular and opportunistic growth stocks. Was focused on absolute returns. Expected 3-5 year holding periods for secular growth stocks. Was expected to launch Summer/Fall 2015 and was Lead Manager. Utilized former relationships in consulting and personal contacts to help raise assets.· Worked closely with CIO as a PM to help manage the current product suite and help to generate portfolio sector and security allocations. Additionally acted as an analyst to help pick stocks in the energy and technology sectors. · Worked closely with current clients and involved in marketing pitches to new clientsResigned due to an inability to work out a revenue share agreement.
  • Blackrock
    Managing Director, Equity Portfolio Manager
    Blackrock Nov 2002 - Oct 2012
    New York, Ny, Us
    Co-managed The BlackRock Capital Appreciation Fund and institutional separate accounts. Total Large Cap Growth Equity assets were $14 billion. 2002-2012. Ranked top quartile in Lipper large cap growth catagory for 5 years between 2006-2010. led or participated in marketing the large cap growth product to current and prospective clients (Assets grew from $2billion to $14 billion during the last 10 years). Collaborated with co-manager and three dedicated fund analysts to generate new ideas. Had analyst responsibilities for Technology and Energy sectors.
  • Independence Investments Llc
    Senior Vice President
    Independence Investments Llc 1999 - 2002
    Led technology group and facilitated meetings that generated investment themes and actions within the sector. derived invesment ratings, earnings estimates and growth rates for 50 enterprise software and telecom eqiupment stocks. Recommended new stocks to Independence Investment's working list.
  • Donaldson, Lufkin & Jenrette
    Equity Research Associate Electric Utilitties
    Donaldson, Lufkin & Jenrette 1997 - 1999
    Us
    Developed investment theses using a variety of valuation methods, coupled with company and industry fundamentals. Coauthored company and industry research notes and reports on over 30 companies in the electric utilitiies industry. Marketed investment recomendations and industry expertise to institutional investors and the DLJ sales force.
  • Reams Asset Management
    Summer Equity Analyst
    Reams Asset Management May 1996 - Aug 1996
    Researched and analyzed value-oriented investment opportunitties for an invesment firm with over $4 billion in assets. Authored research reports and conducted valuation of stocks using scenario analysis, cash flow analysis, various multiple models, and fundamental analysis.
  • Hsbc Securities, Inc
    Vice President
    Hsbc Securities, Inc Jan 1990 - Jan 1995
    Distributed fixed income products and research to institutional investors. Promoted to Assistant Vice President in 1993 and to Vice President in 1994.Generated gross sales commission of over $1 million and ranked among the top third of sales force in 1994.

Edward Dowd Skills

Portfolio Management Investments Equities Hedge Funds Mutual Funds Valuation Investment Management Capital Markets Fixed Income Alternative Investments Bloomberg Asset Managment Trading Equity Research Asset Management Series 7 Asset Allocation Investment Strategies Securities Financial Modeling Finance Financial Analysis Investor Relations

Edward Dowd Education Details

  • University Of Notre Dame
    University Of Notre Dame
    Finance And Anthropology
  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    Finance

Frequently Asked Questions about Edward Dowd

What company does Edward Dowd work for?

Edward Dowd works for Phinance Technologies

What is Edward Dowd's role at the current company?

Edward Dowd's current role is Equity Investment Executive | Founding Partner, Phinance Technologies | Author, "Cause Unknown" - The Epidemic of Sudden Deaths in 2021 & 2022.

What is Edward Dowd's email address?

Edward Dowd's email address is ed****@****img.net

What schools did Edward Dowd attend?

Edward Dowd attended University Of Notre Dame, Indiana University - Kelley School Of Business.

What skills is Edward Dowd known for?

Edward Dowd has skills like Portfolio Management, Investments, Equities, Hedge Funds, Mutual Funds, Valuation, Investment Management, Capital Markets, Fixed Income, Alternative Investments, Bloomberg, Asset Managment.

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