Greg Garner, Cfa Email & Phone Number

Philter Labs is the leader in micro-filtration technology, applying its patented technology and innovative designs to enhance the environment with clean air. In this era of COVID, we are more aware of harmful airborne contaminants. The initial target market is the elimination of secondhand smoke at the source from cannabis and nicotine users. Additional markets include the elimination of surgical smoke from the use of lasers in a wide range of surgeries. Target markets are in the multi billion dollar range.

Create extensive Business Plans, valuation analyses, forecasts, acquisition analysis, PPM and related materials for companies seeking funding and new business development. Support equity raises of over $100 million, approvals for equity/debt funding of over $60 million, acquisitions of approximately $100 million, and partnership agreements to drive over $200 million in revenues. Completed work for companies in biotech, consumer, cannabis, telecom, oil & gas, alternative fuels, specialty chemicals, shipping. Create in-depth equity research for institutional investors. Generalist, cover many industries.

San Francisco Bay Area

CEO and CFO level consulting on strategic planning, forecasts, valuation, and preparing companies to be properly positioned for funding rounds. Focus on early stage, pre-revenue and early-revenue enterprises

Manage long/short hedge fund. Top decile performance.

Manage equity research team at Singular Research. Publish research on small cap equities. Awarded many 5-Star awards for earnings forecast accuracy from Starmine.

Manage small, mid and large cap equity funds. Above benchmark performance with consistent top decile performance. Assets under management grew over 12-fold during my tenure. Direct Investment Committee process. Integrate skills of young analysts with those of experienced personnel. Create research department, hire and train equity analysts.

Launch all cap equity fund.

Cfa, Equitiy Analysis, Portfolio Management

Activities and Societies: CFA Institute

Bachelor Of Science (Bs), Microbiology & Public Health

Master Of Business Administration (M.B.A.), Finance