Joseph Graham, Cfa Email & Phone Number

New York, NY, US

New York, NY, US

• Responsible for investment thought leadership and client interactions in high grade fixed income for a $214 Billion asset manager.
• Started as an Equity Strategist for the Calibrated Suite of quantitative equity products. Transitioned to the firm’s flagship Fixed Income strategies and promoted to team leader in 2017, then Managing Director in 2020.

Jersey City, New Jersey, United States

Greater New York City Area

• Research and develop trading strategies based on linguistic signals.
• Managed SMA accounts with the Tactical ETF strategy, which used aggregates of proprietary sentiment signals to systematically guide short and medium term asset allocation.
• Established the business as a Registered Investment Advisor in the State of New Jersey.
• Developed a suite of text processing and scoring programs in R and strategy backtesting systems in Python.

• Developed proprietary scoring methodology and adapted linguistic software to compile a dataset quantifying the content of past and current conference call dialogues.
• Originated and marketed the concept of trading Post Earnings Announcement Drift based on call dialogue linguistic content as part of a thesis on information dissemination in public markets.
• Managed a SMA seed account for a hedge fund operated by a prominent Swiss family office. The account was managed to track continually developing thesis on linguistic signals.
• Developed a flexible event-driven trading strategy backtesting system utilizing a minute bar pricing database for 10K securities going back to 2007 and including event data from custom and commercial sources. The.

• Collaborated with two other partners to manage Millennium’s SPAC strategies within a $7 billion multi-strategy hedge fund.
• Responsible for idea generation, research, trade execution for the SPAC portfolio and hedges. Authored numerous warrant and SPAC pricing and portfolio management models to achieve these ends.
• Regularly met with management teams, industry leaders and banking teams to evaluate and advise SPAC M&A transactions and strategies.

• Managed a risk arbitrage and special situations portfolio within a multi-billion multi-strategy hedge fund.
• Responsible for idea generation, research and portfolio management in multiple equity strategies including:- Merger arbitrage, PIPE and 144 investments, event- and catalyst- driven trades such as SPACs, stub trades.

• Activities included evaluating business plans and offering memoranda, conducting management interviews and leading due diligence processes for a merchant banking fund. Monitored existing investments and presented.
• Led Morgan Keegan’s marketing efforts related to advisory services for PIPE issuers and contributed to the engagement and completion of several PIPE transactions.

Mba, Finance

• Graduated with Honors. • Recipient of the William Mack Merit Scholarship. • Perspectives Editor for the Wharton Journal.

Bsba, Finance, Philosophy

• Graduated Summa Cum Laude. • Recipient of the John M. Olin Merit Scholarship.