Marc Greenberg, Cfa

Marc Greenberg, Cfa Email and Phone Number

Founder Greener Pastures, Author "The Long and the Short of It," Talent & Research Management Expert @ Greener Pastures
Marc Greenberg, Cfa's Location
New York City Metropolitan Area, United States, United States
Marc Greenberg, Cfa's Contact Details

Marc Greenberg, Cfa work email

Marc Greenberg, Cfa personal email

n/a

Marc Greenberg, Cfa phone numbers

About Marc Greenberg, Cfa

Investment Management Innovator | Quantamental Thinker | Team Leader | AuthorI've always been fascinated by the intersection of data and human insight in investment management. This passion led me to a career focused on identifying talent and developing it to generate attractive long/short equity returns using innovative quantamental approaches.Currently, I lead Greener Pastures, a buy-side investment advisory practice that helps firms improve talent management, professional development and research management. I've designed training tools, compensation models, and career frameworks that help attract and retain top professionals in the hedge fund industry. The best firms use data to inform investment decisions. Our team identifies data resources and develops tools to optimize both process and performance. Previously, as Head of Professional Development and Director of Research at Point72 Asset Management, I had the privilege of hiring and mentoring hundreds of analysts and PMs. One of my proudest achievements was creating Idea Lab, a 24-person incubator team that integrated data science, ML, and analytics into the research process. Then as Director of Research at Cinctive Capital, I worked collaboratively to put talent, processes and tools in place before day 1 that supported growth to over $1 billion.My Substack, "The Long and The Short of It," provides insights for investors, rising talent and industry leaders on everyday hedge fund challenges like improving process, working with data, leading a team and just getting better at your job. It's my way of contributing to the broader conversation in our field and helping others. Key areas of expertise: • Talent Management • Professional Development • Research Management • Investment Process OptimizationLooking ahead, I'm excited about the potential of AI to further transform long/short investing. If you're curious about pushing the boundaries of what's possible or just hoping to find Greener Pastures, let's connect. I'm always open to new collaborations.

Marc Greenberg, Cfa's Current Company Details
Greener Pastures

Greener Pastures

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Founder Greener Pastures, Author "The Long and the Short of It," Talent & Research Management Expert
Marc Greenberg, Cfa Work Experience Details
  • Greener Pastures
    Founder
    Greener Pastures Feb 2024 - Present
    We specialize in helping hedge funds managing between $500 million and $3 billion get the most out of people and processes for growth.*Talent Management* Aligning talent with goals and objectives creates the most important competitive advantage for any fund. Greener Pastures will help you identify your talent gaps and needs, create a talent funnel for you, evaluate the outcome of your recruiting, and establish clear career path trajectories.*Professional Development*Getting the right talent through the door is only half of the battle. The hedge fund industry is littered with people who never reached their full potential. That puts a premium on developing your talent; we can help you do that. Greener Pastures will assist you in identifying key performance indicators, building core skills tools, promoting best practices, implementing and monitoring a review process, designing a compensation system, and building career paths.*Research Management*Greener Pastures will use its three decades of experience in Research Management to assess your existing research program. If you don’t have a formalized research program, Greener Pastures will help you create one as well as budgeting and research vote processes. If you have an existing research program, we will help you refine it for greater impact. We will help you optimize your Sell Side and alternative data relationships to help you feel confident that you are providing your investing talent with the most useful sources of signals available.
  • J. Goldman & Co., L.P.
    Director Of Research
    J. Goldman & Co., L.P. Aug 2022 - Jan 2024
    New York, New York, Us
    Worked to evaluate and mentor PMs and Analysts, implement analyst review process, build professional development curriculum, support hiring processes and talent development.
  • Cinctive Capital
    Director Of Research
    Cinctive Capital 2019 - Jun 2022
    New York, New York, Us
    Lead efforts to support investment teams by collecting data and building smart tools to improve both process and performance. Played an integral role in recruiting, mentoring and developing talent via one-to-one interactions; leading process design; and implanting practitioner-led best practices. Principal liaison with leading research and data providers to measure value and curate the resources to support Project Management teams. Valued business partner, continuously sharing insights on team performance to better inform risk management, capital allocation, team needs, and career development.
  • Point72
    Head Of Idea Lab - Director Of Research, Head Of Professional Development
    Point72 2011 - 2018
    Stamford, Connecticut, Us
    Head of Idea Lab (2015 – 2018)Head of Professional Development | Director of Research (2011 – 2016) Mentored, coached, and developed a global platform of 150+ primarily sector-focused analysts, overseeing both Professional Development and Point72 Academy. Created numerous systems to drive process improvements at the Project Management Team and Firm level.CONTRIBUTION VALUE:INNOVATION• Bolstered firm’s intellectual property – Proprietary Infrastructure Builds• Delivered 2-year track record of differentiated out-performance – Team Development• Streamlined investment process and expanded business margins – Margin ExpansionINSIGHTS• Informed capital allocations – Position Reviews• Optimized overall talent resource deployment – Sector Coverage• Identified top analyst talent to invest/retain – Analyst Assessment Process TRAINING• Improved quality and quantity of idea generation – Velocity Initiative• Expanded team dialogue, identified alpha, boosted idea velocity, set performance benchmarks – Idea Ranking• Created forum to present short ideas to peers, garner feedback, put training to work – Analyst RoundtablesPROFESSIONAL DEVELOPMENT• Provided continuing education for PMs and analysts -- Point72 UniversitySKILLS FOCUSInnovation Monetization | Learning + Assessment Modules | Global Hedge Fund | Data Science | Data + Machine Learning Integration |Portfolio Risk Management | Compensation Planning | Net Margin Improvements | Investment Product Strategy Structure, Governance | Policies + Procedures | Team Building
  • Deutsche Bank
    Managing Director, Senior Beverage & Tobacco Analyst & Co-Head Of Associates
    Deutsche Bank 2000 - 2011
    Frankfurt Am Main, Hessen, De
    Deutsche Bank SecuritiesInstitutional Investor - ranked research analyst covering beverage and tobacco industries. Led the consumer staples team in global product development, weekly research updates, and thematic research development. Produced highly-regarded, proprietary research product based on deep market studies, industry / consumer surveys, distributor / wholesaler channel checks, and in-depth analysis of company management, structure, product, marketing, financial performance, stock price forensics, and valuation (PE, EBITDA, DCF, ROIC).CONTRIBUTION VALUE• Led talent development - provided hands-on coaching and guidance for the Associate Analyst Development program• Performed consistently in the top 10% for firm-wide sales vote, client vote, and broker vote rankingsSKILLS FOCUSConsumer Marketing Research | Consumer Surveys | Qualitative + Quantitative Research Methodology Modeling | Talent Development + Mentoring | | Distributor + Wholesaler Distribution Channel Development | Product Development | Marketing | Financial Performance | Stock Price Forensics + Valuation (PE, EBITDA DCF, ROIC)
  • Avatar Associates
    Portfolio Manager - Consumer Staples + Healthcare Equities
    Avatar Associates 1997 - 1997
    Us
    Built an equity product focusing on Growth at a Reasonable Price (GARP). Developed portfolio strategy and asset allocation with primary coverage of consumer staples and healthcare equities. Stock selection for consumer and healthcare sectors.CONTRIBUTION VALUE• Annualized out-performance versus S&P based benchmark (24% of index): 7.2%.SKILLS FOCUSEquity Product Development (GARP) | Portfolio Strategy + Asset Allocation | Consumer Staples + Healthcare Equities
  • Alliancebernstein
    Portfolio Manager
    Alliancebernstein 1990 - 1997
    Nashville, Tn, Us
    Alliance Capital Management (Regent Division)Generalist portfolio manager running $150MM. Supported senior portfolio managers on client relationships totaling $2.5 BB. Implemented a sector-based, core equity stock selection approach. Managed 20+ clients. Built a consultant marketing program and form wrap fee programs in core equity, short duration bond, and balanced fund approaches.CONTRIBUTION VALUE• Managed $150MM portfolio; supported senior portfolio managers on client relationships totaling $2.5BBSKILLS FOCUSPortfolio Management | Client Service | Marketing Program Development | Core Equity Stock Selection

Marc Greenberg, Cfa Skills

Hedge Funds Equities Valuation Equity Research Capital Markets Bloomberg Financial Modeling Asset Management Investment Banking Investments Alternative Investments Fixed Income Private Equity Research Innovation Professional Development Team Management Business Development Entrepreneurship Team Building Business Strategy Strategy Business Planning Negotiation Public Relations Real Estate Marketing Public Speaking Contract Negotiation Mergers And Acquisitions Strategic Planning Budgets Process Improvement Sales Management Customer Service Training Sales Coaching Management Fundraising New Business Development Leadership User Experience Brokerage Marketing Communications Mergers Account Management Program Management Customer Satisfaction Nonprofits Project Planning Retail Operations Management Start Ups

Marc Greenberg, Cfa Education Details

  • Tufts University
    Tufts University
    Economics
  • Cfa Institute
    Cfa Institute
    Chartered Financial Analyst (Cfa)
  • Pingry School
    Pingry School

Frequently Asked Questions about Marc Greenberg, Cfa

What company does Marc Greenberg, Cfa work for?

Marc Greenberg, Cfa works for Greener Pastures

What is Marc Greenberg, Cfa's role at the current company?

Marc Greenberg, Cfa's current role is Founder Greener Pastures, Author "The Long and the Short of It," Talent & Research Management Expert.

What is Marc Greenberg, Cfa's email address?

Marc Greenberg, Cfa's email address is mg****@****ive.com

What is Marc Greenberg, Cfa's direct phone number?

Marc Greenberg, Cfa's direct phone number is +120389*****

What schools did Marc Greenberg, Cfa attend?

Marc Greenberg, Cfa attended Tufts University, Cfa Institute, Pingry School.

What are some of Marc Greenberg, Cfa's interests?

Marc Greenberg, Cfa has interest in Career, Boating, Cooking, Exercise, Electronics, Outdoors, Home Improvement, Reading, Crafts, Gourmet Cooking.

What skills is Marc Greenberg, Cfa known for?

Marc Greenberg, Cfa has skills like Hedge Funds, Equities, Valuation, Equity Research, Capital Markets, Bloomberg, Financial Modeling, Asset Management, Investment Banking, Investments, Alternative Investments, Fixed Income.

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