Head Of Fintech Investment For $1B Fund
Sec-Registered Long/Short Equity Hedge Fund In Greenwich, Ct
• Member of 6-person investment team that grew client assets from $250 million to $1 billion• Generated $100M+ in net profits from the sectors I covered: financials, tech, and fintech• Oversaw our firm's significant long-term investments in IPO of Visa (5x+ return) and MasterCard (10x+ return) • In 2008, our firm had zero losses in the financials, fintech, and tech portfolio• After a 10-year run managing public equities for clients, PilotRock's founder converted to a family office and broadened my role to oversee both his public and private equity investments in financial technology, which led to my cofounding a fintech company(2006–2011) $100M NET PROFIT INVESTING IN FINTECH'S EARLY YEARS• Earned 10x+ return on MasterCard (MA) and 5x return on Visa (V) investments, starting in July 2006• In July 2008 we sold 100% of our V and MA shareholdings based on data showing a payment volume downturn in June-July 2008, helping our fund avoid $50M+ in losses during the financial crisis• After the 2008 crisis, we repurchased V and MA shares starting in the first half of 2009, earning our funds a total return of $100M+(2008–2011) PRECIOUS METALS INVESTMENTS DURING SECTOR'S LAST BULL MARKET• Oversaw large precious metals investments during sector's bull market in 2008-2011, when metals prices rose 200-400%• We invested in gold/silver/platinum (via ETFs, futures, options) and in leading mining and royalty/streaming firms operating around the world(2006–2011) RESEARCH ANALYTICS INFRASTRUCTURE DEVELOPMENT• Built proprietary analytics platforms used to screen for investment opportunities in 12 countries based on securities prices and fundamental data for 1000+ companies• Maintained integrations with both Bloomberg and LSEG (Refinitiv/Reuters) APIs