Everett Gong, Cfa, Caia Email & Phone Number

Westport, Connecticut, Us

Senior Analyst on long/short equity pod focused on trading Financials. Engaged in fundamental research for discretionary portfolio and played a key role in developing a novel systematic equity market neutral strategy comprised of a market-cycle timing indicator and related set of market neutral strategies using timeless and universal investment logic.

Houston , Texas, Us

Director in start-up fintech using blockchain tokenization to make CRE investing more accessible and liquid. Involved in all aspects of company operations, including investor servicing, compliance, marketing, technology vendor evaluation, identification of B2B partnership opportunities and fundraising.

Senior Analyst and Partner in start-up long/short equity hedge fund focused on Financials, Real Estate, Housing and select Consumer industries.; Involved with investment research, from both fundamental and quantitative perspectives, and synthesis of macro data.

Hybrid Equity Quantitative and Fundamental Analyst on global equity long/short hedge fund focused on Financials and Real Estate. Covered companies in the Fintech sector and provided supporting coverage in many Financials sub industries. Managed $20 million sleeve based on back-tested quant model.

Research associate supporting two co-PMs on a global equity L/S hedge fund focused on Financials & Real Estate.

Bishkek, Kyrgyz Republic, Kg

Launched and commercialized 3rd largest Kyrgyz non-bank financial institution through consolidation of five separate micro-finance funds originally seeded with funds from US Government foreign aid programs. Involved in all aspects of commercialization, including C-Suite recruitment, Board development, fundraising, strategic planning, budgeting and implementation of good governance.

Assisted in the development of the private sector of a former Soviet communist nation through direct consulting of small and medium-sized enterprises. Assisted over a dozen clients with business plan development, financial projections for expansions and product line extensions, market research and marketing strategies. Also helped promote local businesses through trade fair organization.

Providence, Ri, Us

Generalist with responsibilities for cash flow forecasting, rating agency relations, currency risk management, share repurchases, process improvement, financial due diligence on small acquisition targets, debt management, and debt trustee relations.

Mba, Finance & Entrepreneurship

Ba, Electrical Engineering-Economics