Lars Mitchell Email & Phone Number

United Kingdom

Hired to execute end-to-end change in research technology systems and production processes at Peel Hunt. Initiated a full digital transformation of the company's research product.Built a new research technology architecture with a focus on data in order to generate significant operational leverage for the research department. Currently co-leading the development of artificial intelligence at Peel Hunt to take advantage of this architecture.Closely collaborate with in-house AI/ML analyst to build tools and product powered by Large Language Models, AI enabled APIs, and multimodal modelling.Deepened and broadened datasets through a complete replacement of the model database, while significantly increasing connectivity via extensive use of APIs.Built and market Peel Hunt's Data as a Service business, leveraging highly accessible, proprietary datasets.Replaced the authoring platform, and redesigned all workflows, templates and dataflows. Built a completely new research portal to leverage and visuallise model data, CRM client information data, and multimedia, while significantly improving user analytics.Successfully integrated hundreds of thousands of datapoints across four external vendors and Peel Hunt. Won recognition for creating the best research product among all major investment banks in terms of aesthetics by the Financial Times in 2023. Conceived of, designed, and oversaw construction of an in-house multimedia studio. Ramped up production of podcasts and videos. Experimenting with AI to significantly scale multimedia output.Manage a publications team of six, including supervisory analysts, editors, and video producers.Oversee the day-to-day production and distribution of research product and manage the production pipeline.

Hong Kong

Hired to oversee the internationalisation of the SWS Research product with the goal of meeting globally accepted best practices. In 2014, SWS Research had the best performance in its history for the Asia Money broker poll, winning 13 awards for its research, up from 2 in 2013. In 2017, the firm won 23 awards.Promoted to Executive Director within 6 months.Grew the team to 7 production members in 2014, spread across offices in Hong Kong and Shanghai, to vet research reports in order to ensure proper valuations and logic. More than doubled A-share English coverage to 420-plus stocks.Built data-driven templates including the Daily Insight, all A-share English reports, company visit notes, master valuation tables as well as presentations for corporate access events. Also created marketing materials such as infographics, analyst videos and a livestream platform.Manage the H-share team’s coverage, while establishing relationships with A-share analysts to help increase contact with the global client base. Active in guiding the overall direction of SWS Research, identifying investment themes and reviewing recommendations. Responsible for creating the H-share team's recommendation structure.Gained internal stakeholder support to build the English SWS Research web portal (swsresearch.com.hk) in 3Q16.Took the initiative to shape the firm's Mifid II strategy. Expanded SWS Research's footprint to third parties including Bloomberg (SWSE ), FactSet, S&P Capital IQ and Thomson Reuters. Bloomberg readership of SWS Research rose from an average of 500 hits per month to 4,000. Built a mass distribution system for the morning pack on Oracle Eloqua to deliver HTML emails containing research links to over 750 clients each day before 8:30am.Took ownership of SWS Research's LinkedIn page. Followers rose from 175 in 2014 to 1,000+ in 3Q17.Frequent travel to Shanghai to coordinate with senior management (chairman and CEO level) and related business units.

Role:Initially hired as an editor to review content produced by the research departments across all CLSA offices in order to maintain a high-quality product in terms of logic, language and valuation.Quickly promoted to product manager with a greater influence on the overall direction of research in Taiwan. Became responsible for editing all material produced by Taiwan research, managing the department’s production process, liaising with the production department in Hong Kong, establishing the timing and location of marketing trips and the monitoring of client calls. Joined content committee meetings held between the head of research, head of sales and country head. Worked with analysts to determine the subject and flow of printed reports as well as recommendations and valuation. Responsible for major rewrites of numerous reports when the head of research was not satisfied with the original material.Managed the daily production and distribution of CLSA Taiwan’s morning, afternoon and evening packs. Reviewed all material in the packs and decided on the order of reports.Created new products for clients and stakeholders, such as CLSA TV, Price Action Taiwan and Tech for Traders. Was also responsible for creating pitch-books during voting periods and overseeing the production of marketing materials.Authored tech reports on various Apple products and conducted teardowns of numerous devices. Hosted teach-ins for clients where new technologies would be introduced and explained.Co-authored thematic and strategy reports with the head of research. Covered for the head of research on internal regional morning calls and local morning meetings when he was indisposed. Also made weekly calls to clients giving an overview of Taiwan market action. Handled weekly requests for some of the firm’s largest clients concerning politics, economics and strategy in Taiwan.Initiated coverage on a Taiwanese medical device company. Handled client requests, visits and calls