Joe Hung, Cfa, Frm Email & Phone Number

New York, Ny, Us

New York, United States

New York, United States

New York, United States

• Evaluating alternative data sources and helping vendors identify deep fundamental insights from data across various sectors: consumer, tech, industrials, and healthcare• Deployed multiple insights platforms spanning web scrape, geolocation, as well as transaction datasets• Presented on behalf of the firm during Eagle Alpha Alternative Data Conference and BattleFin Alternative Data Conference

Berlin, Germany

• Conducted data-driven fundamental research in technology companies and verticals, focusing specifically on marketplaces and e-commerce companies• Constructed fundamental models to forecast company KPIs from alternative and traditional datasets• Supported initiatives to develop proprietary tools and processes around the use of alternative data

New York, New York, United States

• Managed an equity portfolio of US consumer/TMT companies by combining alternative data with fundamental analyses, responsible for the entire decision-making process from data ingestion through to security selection and long/short decision-making• Generating scripts to quantitatively optimize portfolio allocations, taking into account correlations across asset classes, scalability concerns, as well as tax considerations• Used transaction-level customer data to build customer acquisition/retention, repeat purchasing, and spend models which depict customer CAC/CLV and cohort-level trends to evaluate longer-term company profitability

Greater New York City Area

• Producing differentiated, useful data-driven research reports using SQL to draw upon a wide variety of alternative data assets in both raw and processed forms• Supporting investment teams by providing quality bespoke analyses• Answering deep fundamental questions and providing support to investment theses with a data-driven approach• Iterating on existing infrastructure to create richer and more informative insights that provides fundamental analysts with a differentiated view

Greater New York City Area

• Covered equity investments across a wide spectrum: mattresses, print media, arcades, food delivery, and online dating while assisting with ad hoc projects to value existing positions in life settlements and debt claims• Analyzed financial statements from numerous international subsidiaries of a multinational retailer• Created numerous web scraping scripts from publicly available sources to gain additional insights such as operational metrics, client satisfaction, and customer purchasing behavior• Developed statistical models to forecast churn in subscriber-based businesses such as print media, online food services, and online dating• Applied Monte Carlo simulations in VBA and R for life settlement valuations• Valued an existing debt claim position by building a waterfall and understanding of UK/US bankruptcy legislation and rulings

• Performed detailed financial analyses including discounted cash flow valuation, government fiscal system analysis, net asset value calculations, seasonality analysis and debt analysis to calculate project-level economics for oil & gas firms• Oversaw firm’s ongoing application of an offshore oil and gas license in France, including drafting a 200-page environmental impact statement and negotiations with local and federal government officials• Produced a searchable database of global projects and details such as reserves, resources, and ownership for all Canadian-listed mining companies, decreasing data collection time by over 90%Selected Transaction Experience• Africa Oil (TSXV:AOI): $25 million private placement, Oil and Gas Exploration - Africa Conducted a site tour of the company’s projects in Kenya and Ethiopia to author the research analyst presentation and investment banking pitch book, leading to ReQuest being included in the private placement• PRD Energy (TSXV:PRD): $5 million direct investment, Oil and Gas Exploration - Germany Generated internal quantitative valuation models to reinforce investment thesis, yielding 150% in the following year

• Analyzed global oil and gas fiscal systems and presented the findings to over 800 high net-worth individuals, brokers, and investment bankers at the Vancouver Resource Investment Conference• Directed all aspects of the monthly newsletters Casey Energy Report and Casey Energy Opportunities as well as the Casey Energy Confidential alert service, from idea generation through editing and publication, with recommendations outperforming the TSX Venture Composite Index every year since 2007• Conducted research on global geopolitics, new extractive technologies and industry news to produce more than 200 articles on natural resource investments to 10,000 retail subscribers and over 100 marketing pieces to 250,000 worldwide• Coordinated with the marketing department to tie advertising efforts with relevant articles, doubling the revenue generated by the firm’s free e-letter, Casey Daily Dispatch• Created special reports which were the basis of Next Bakken promotion, the most successful campaign of the energy division to date, driving sales of more than $2 million

Masters Of Business Administration (Mba), Finance, General, Director'S List - Fall 2014

Activities and Societies: Member of the Investment Management Club, VP of Marketing for the Energy Club, Asia Club President

Bachelor Of Science (Bsc), Actuarial Science

Activities and Societies: Statistics and Actuarial Science Student Association - Vice President, Actuarial Students’ National Association.

Education record