Gavin Q. Beauregard, Cfa

Gavin Q. Beauregard, Cfa Email and Phone Number

Quantitative Researcher at Ai Funds @ Ai Funds
Gavin Q. Beauregard, Cfa's Location
United States, United States
Gavin Q. Beauregard, Cfa's Contact Details

Gavin Q. Beauregard, Cfa work email

Gavin Q. Beauregard, Cfa personal email

About Gavin Q. Beauregard, Cfa

From a young age, I’ve been fascinated by the market’s ability to do what none expects. It’s proficiency at discarding the most experienced of managers, and when the tides are going out embarrassing those who left their shorts at home. It’s knack for descending into entropy in a nearly structured and maybe even somewhat efficient way. My fascination, more accurately, my fixation with the markets has led me through a variety of experiences, learnings, and realizations. Through my quest thus far I’ve begun to reveal some of the market’s secrets and have only about a couple million more to go. During my road to market enlightenment, I've come to form several personal beliefs I hold to be self-evident:1. One should take pride in the product or service they provide, because there is dignity in even the simplest of tasks or work.2. When you think you have reached a point of diminishing returns, it's time to reshape your production or learning curve. Growth and efficiency never truly happen in a linear fashion. 3. Always keep an eye on the long-term, holistic picture to ensure you do not stray away from your desired objective. Don’t trade long-term objectives and break your processes for short short-term gratification. These business beliefs have been forged because of my own self-education, degrees, work experience, as well as trial and error. They have helped evolve my leadership, collaboration, critical thinking, and financial skills pushing me to recognize the need to constantly improve as an individual and colleague.While I'm affiliated with AI Funds, the views expressed here are my own unless explicitly stated otherwise. Nothing in this profile or any content posted should be construed as investment advice; you should conduct your own research and/or consult with a professional prior to investing.

Gavin Q. Beauregard, Cfa's Current Company Details
Ai Funds

Ai Funds

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Quantitative Researcher at Ai Funds
Gavin Q. Beauregard, Cfa Work Experience Details
  • Ai Funds
    Quantitative Researcher
    Ai Funds Oct 2023 - Present
    Berkeley, California, United States
    Artificial Intelligence is the Future of Investing.Ai Funds partners with financial advisors and institutional investors to provide best-in-class AI Managed Investment Solutions. We have developed a proprietary Artificial Intelligence that is specifically designed for investing. Our AI system learns from vast amounts of data, makes predictions about market direction and builds optimized portfolios.• Working With Team on Development of Next Generation AI Powered Systematic Models• Developing and Back Testing Cross Asset Class Quantitative Alpha Signals• Assisting in Portfolio Allocations and Risk Management Research
  • Cerity Partners
    Investment Associate
    Cerity Partners Jan 2022 - Sep 2023
    Louisville, Kentucky, United States
    Cerity Partners is one of the top 10 largest RIA firms in the world. The firm focuses on delivering objective financial advice to high-net-worth individuals, families, and organizations. The firm provides unique financial insights and investment management through internally run models and selected outside investment partners.• Developed and deployed quant reversion, momentum model currently used in firm’s tactical allocation portfolio• Served on several portfolio allocation committees managing well in excess of $2B in AUM• Performed portfolio risk research directly leading to the reallocation of $200M+ improving models’ return distribution• Developed analytical ETF screener used for product selection and comparison• Hired, managed investment team interns, and serve on intern program committee
  • Learning Financial Python
    Quantitative Modeling, Algorithmic Trading, And Financial Analysis
    Learning Financial Python May 2020 - Jan 2022
    Quantitative analysis is a powerful tool that can be used to capture trends in large data sets. The skill set can be effectively applied to financial public market data to create unique, decision useful insights and models. Such insights and models can assist in the asset selection, strategy construction, and risk management of portfolio strategies.• Self-taught Python Summer of 2020 after cancelled financial analyst internship in Singapore (Covid) creating a model that utilizes AI to predict next-day price• Have successfully developed several fully fledged rules-based strategies, risk models, valuation models, and other quantitative tools• Utilized Pine Script and Python to create algorithmic trading strategies that utilizes principles such as time series momentum, mean reversion, and volatility skew• Received FMC® Level II Certification: Two-part test including 90-minute fully circular DCF model and a written LBO test
  • Argi Financial Group
    Investment Intern
    Argi Financial Group May 2021 - Jul 2021
    Louisville, Kentucky, United States
    ARGI Financial Group is a holistic RIA that focuses on assisting clients through the many phases of their financial journey. The firm provides a range of services including the internal management of a variety of differentiated investment strategies and portfolios.• Back Tested and received IC approval for a rule based international index option strategy • First and only intern to pass Series 65 licensing exam, allowing execution of trades in week three of internship • Frequently asked to present findings and research during firm wide investment call
  • Indiana University - Kelley School Of Business
    Case And Brand Analysis Development Leader
    Indiana University - Kelley School Of Business Jan 2020 - Mar 2020
    Bloomington, Indiana, United States
    The goal of the client case was to curate the future strategy of an up-and-coming Youtuber. The team consisted of 40 plus students who worked together in several different segments to optimize the client’s go to market strategy as he worked to grow his brand.• Selected by professor the supervisor of the case’s multi-team strategy• Designated to be only student to work directly with the client • Performed thorough data analysis of the client’s industry; locating the ideal segment positioned for exponential growth• Developed client’s future strategy leveraging findings from market segment analysis
  • Fidelity Investments
    Fidelity Investments Intern
    Fidelity Investments May 2019 - Jul 2019
    Indianapolis, Indiana Area
    Fidelity Investments is one of the world’s leading financial advisory firms. In Fidelity's branch network advisors work face to face with their clients, ensuring that clients are utilizing investment strategies that best fit their needs. These decisions are made through an in-depth analysis of clients’ expectations and financial needs as they approach retirement.• Constructed mock portfolios using modern portfolio theory concepts, investment matrix, and client’s risk profile• Developed intern handbook which the corporate HR department planned to implement for future internships•Shadowed client appointments and learned the Fidelity Investments appointment and planning process
  • Bows For Breast Cancer
    Co-Founder
    Bows For Breast Cancer Oct 2016 - Oct 2017
    Prospect, Ky
    Bows for Breast Cancer is a self-founded and funded program for North Oldham High School and its surrounding community. Bows for Breast Cancer sold and distributed pink mailbox bows and pink ribbon stickers to illustrate support throughout the month. Over the organization’s lifetime it helped raise several thousand dollars for breast cancer research.• Oversaw and supervised the financial operation maintaining perfect record of charitable funds• Created a school wide marketing campaign to maximize fundraiser awareness• Streamlined sales doing door to door sales which expediating the sales process• Helped mobilize student body and faculty to become more involved in charitable work
  • Popcorn, Popsicles, And Movies For Parkinson'S
    Co-Founder
    Popcorn, Popsicles, And Movies For Parkinson'S Jun 2016 - Aug 2016
    Goshen, Ky
    Popcorn, Popsicles, and Movies for Parkinson’s was both a charitable event and a community outreach program for the Longwood neighborhood. The event would allow parents to drop off their children and get the chance to go out while their kids enjoyed a movie. To entice the children popcorn and popsicles were offered. All the profits made from this event were then donated towards the pursuit of Parkinson’s research.• Cultivated a Facebook media strategy to maximize neighborhood awareness• Converted neighborhood club house into a short-term projection movie theater• Founded event with sister to raise awareness in the local area

Gavin Q. Beauregard, Cfa Skills

Leadership Python Teamwork Management R (Programming Language Dedication Research Microsoft Excel Critical Thinking @risk Sales Big Picture Thinking

Gavin Q. Beauregard, Cfa Education Details

Frequently Asked Questions about Gavin Q. Beauregard, Cfa

What company does Gavin Q. Beauregard, Cfa work for?

Gavin Q. Beauregard, Cfa works for Ai Funds

What is Gavin Q. Beauregard, Cfa's role at the current company?

Gavin Q. Beauregard, Cfa's current role is Quantitative Researcher at Ai Funds.

What is Gavin Q. Beauregard, Cfa's email address?

Gavin Q. Beauregard, Cfa's email address is gqbeaure@iu.edu

What schools did Gavin Q. Beauregard, Cfa attend?

Gavin Q. Beauregard, Cfa attended Indiana University - Kelley School Of Business, University Of Louisville, North Oldham High School.

What skills is Gavin Q. Beauregard, Cfa known for?

Gavin Q. Beauregard, Cfa has skills like Leadership, Python, Teamwork, Management, R (Programming Language, Dedication, Research, Microsoft Excel, Critical Thinking, @risk, Sales, Big Picture Thinking.

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