Covered equities include BTDR, CMPO, CTLP, DAVE, DEFI.NE, FOUR, GLXY.TO, HUT, ICG, IIIV, LSPD, MSTR, PAR, PAYO, PGY, RPAY, SQ

Provided coverage of public and private companies in the Fintech and Digital Assets sectors.

• Spearheaded creation of a digital assets/blockchain research effort for boutique investment bank including coverage of public companies and providing overviews and insights on private firms/projects/protocols in the space. Simultaneously served as lead equity research analyst for Fintech sector. • Researched and wrote weekly report featuring crypto and blockchain projects (Cryptoasset Currents) and opportunistically wrote reports on trends in the space (Web3 Watch).• Conceived and organized differentiated conferences focused on Web3 companies and projects, including two broad-based Digital Asset conferences (the second one featuring 185 firms/projects), Metaverse Unbound Conference, DAO Tooling and Infrastructure Conference, Crypto Staking and Blockchain Infrastructure Conference, and Music NFT Conference. Hosted dozens of virtual fireside chats with leaders of Web3 companies/projects/protocols.• Appeared on television and quoted extensively in media outlets including CNBC, Bloomberg News, Yahoo! Finance TV, The Wall Street Journal, Financial Times, Barron’s, Fortune, and Forbes.Ranked #13 among all Wall Street analysts in terms of stock-picking performance in 2020 (TipRanks); ranked #44 among all Wall Street analysts in performance in 2019; ranked #3 among all Wall Street analysts in 2016Thomson Reuters Award - #1 stock picker for Insurance sector for 2017Covered equity tickers include: SQ, PYPL, RPAY, PAYA, PAR, LSPD, ACIW, SSSS, IMXI, WU, PAYS, IIIV, OPRT, EVOP, COIN, CMPO, STO: SS, DEFI.CN, GLXY.TO, MOGO

Delivered equity research coverage of dozens of Financials and Fintech equities. Researched and analyzed companies for equity investment consideration, including teaming with junior analysts on construction of financial models. Wrote research reports incorporating recommendations (buy, sell, neutral) and marketed ideas to clients.• Provided differentiated research versus peers by analyzing equities through corporate credit/distressed debt lens, applying experience built as buy-side analyst and portfolio manager. • Focused on subsectors of Financials space including municipal bond insurers, mortgage insurers, and specialty finance companies. FinTech subsectors included payment companies, neobanks, and remittance firms.• Ranked #3 on TipRanks’ list of Top 10 Wall Street Analysts for 2016 based on returns and 78% success rate on stock ratings; ranked #13 on TipRanks’ list of all Wall Street equity analysts in 2020 based on returns and 73% success rate; and ranked #44 on TipRanks’ list of all Wall Street equity analysts in 2018 based on returns and 68% success rate. • Recognized as #1 Insurance Stock Picker in 2017 by Thomson Reuters Analyst Awards.

• Managed all aspects of hedge fund’s Credit Group, including maintaining P&L responsibility for portfolio with unlevered capital of almost $600M. Initiated group, hiring and managing investment professionals including trader and analysts.• Evaluated, authorized, and traded long and short positions in corporate bonds, leveraged loans, credit default swaps, credit indices and special situations equities.

• Evaluated and recommended distressed & stressed high-yield bonds and bank debt for inclusion in BlackRock’s $8B high-yield mutual fund portfolios, $3B bank debt portfolios and $300M credit-based hedge fund.• Recommended trades in credit-based hedge fund involving long/short strategies in stressed/distressed high-yield bonds and bank debt, capital structure arbitrage and credit default swap pair trades.