Atala Financial is a SEC-registered investment advisory firm that currently manages over $300 million in AUM. The firm offers comprehensive services in asset management, financial planning, and private education to institutions and high-net-worth individuals

• Managed a $25 million futures portfolio consisting of equities, bonds, currencies, and commodities • Opened and managed over 100 client accounts including fund of funds, family offices, and HNW individuals• 1 of 5 nominees for best newcomer at the HFM US Hedge Fund Awards

• Study principles of how to trade in today’s market environment with a primary focus on commodity futures, stock index futures, treasury bond futures, currencies, and large market cap equities

• Maintained a market intelligence system for over 100 companies and a dozen cleantech and industrial sectors involving analysis of micro and macro-economic trends• Constructed full circle financial models that forecasted income statements, balance sheets, and cash flows• Analyzed value propositions, competitive landscapes, and business models of covered and non-covered companies• Performed primary and secondary research and preparation of comprehensive research notes for distribution to institutional clients• Tracked solar-grade polysilicon production and global demand for photovoltaic energy systems• Conducted comparable company and discounted cash flow valuation analyses