Gavin Q. Beauregard, Cfa
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Gavin Q. Beauregard, Cfa Email & Phone Number

Quantitative Researcher at Ai Funds at Ai Funds
Location: United States, United States, United States 8 work roles 3 schools
1 work email found @iu.edu LinkedIn matched
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Current company
Role
Quantitative Researcher at Ai Funds
Location
United States, United States, United States

Who is Gavin Q. Beauregard, Cfa? Overview

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Gavin Q. Beauregard, Cfa is listed as Quantitative Researcher at Ai Funds at Ai Funds, based in United States, United States, United States. AeroLeads shows a work email signal at iu.edu and a matched LinkedIn profile for Gavin Q. Beauregard, Cfa.

Gavin Q. Beauregard, Cfa previously worked as Quantitative Researcher at Ai Funds and Investment Associate at Cerity Partners. Gavin Q. Beauregard, Cfa holds Finance And Business Analytics, Finance And Financial Management Services from Indiana University - Kelley School Of Business.

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*@iu.edu
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Profile bio

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.

Listed skills include Leadership, Python, Teamwork, Management, and 8 others.

Current workplace

Gavin Q. Beauregard, Cfa's current company

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Ai Funds
Ai Funds
Quantitative Researcher at Ai Funds
AeroLeads page
8 roles

Gavin Q. Beauregard, Cfa work experience

A career timeline built from the work history available for this profile.

Quantitative Researcher

Current

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.
  • 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
Oct 2023 - Present

Investment Associate

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.
  • 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
Jan 2022 - Sep 2023

Quantitative Modeling, Algorithmic Trading, And Financial Analysis

Learning Financial Python
  • 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.
  • 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
May 2020 - Jan 2022

Investment Intern

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.
  • 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
May 2021 - Jul 2021

Case And Brand Analysis Development Leader

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.
  • 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
Jan 2020 - Mar 2020

Fidelity Investments Intern

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.
  • 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
May 2019 - Jul 2019

Co-Founder

Bows For Breast Cancer

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.
  • 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
Oct 2016 - Oct 2017

Co-Founder

Popcorn, Popsicles, And Movies For Parkinson'S

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.
  • 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
Jun 2016 - Aug 2016
3 education records

Gavin Q. Beauregard, Cfa education

Education record

North Oldham High School
FAQ

Frequently asked questions about Gavin Q. Beauregard, Cfa

Quick answers generated from the profile data available on this page.

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 Ai Funds?

Gavin Q. Beauregard, Cfa is listed as Quantitative Researcher at Ai Funds at Ai Funds.

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

AeroLeads has found 1 work email signal at @iu.edu for Gavin Q. Beauregard, Cfa at Ai Funds.

Where is Gavin Q. Beauregard, Cfa based?

Gavin Q. Beauregard, Cfa is based in United States, United States, United States while working with Ai Funds.

What companies has Gavin Q. Beauregard, Cfa worked for?

Gavin Q. Beauregard, Cfa has worked for Ai Funds, Cerity Partners, Learning Financial Python, Argi Financial Group, and Indiana University - Kelley School Of Business.

How can I contact Gavin Q. Beauregard, Cfa?

You can use AeroLeads to view verified contact signals for Gavin Q. Beauregard, Cfa at Ai Funds, including work email, phone, and LinkedIn data when available.

What schools did Gavin Q. Beauregard, Cfa attend?

Gavin Q. Beauregard, Cfa holds Finance And Business Analytics, Finance And Financial Management Services from Indiana University - Kelley School Of Business.

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

Gavin Q. Beauregard, Cfa is listed with skills including Leadership, Python, Teamwork, Management, R (Programming Language, Dedication, Research, and Microsoft Excel.

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