Peter Vogel Email & Phone Number

New York, New York, United States

I will enhance the exceptional long-term research of the Tech team with my expertise in the Asian supply chain. We will conduct several global tours annually, meeting with relevant companies in the supply chain, organizing virtual calls, and hosting Non-Deal Roadshows (NDRs). We will connect the dots and navigate the noise to help investors stay focused on the long-term themes driving tech. Our unique, customized tours will uncover under-followed names, providing new perspectives on the key themes.

New York, New York, United States

Greater New York City Area

Greater New York City Area

Collaborated in the build-out of a boutique equity research firm, with full hedge/mutual fund account coverage in New York and Boston. Involved in the recruitment, selection and training of analysts. Led the firm's morning meeting, coordinating production/distribution of daily research. Produced timely intraday marketing pieces on covered stocks. Worked directly with analysts identifying key themes/trends to differentiate our research product from competition. Coordinated non-deal management road shows.

Recruited to provide expertise in technology sector, with emphasis on long-term growth in hardware. Developed and utilized sophisticated, strategic, eclectic methodologies to provide a sound, visionary analysis of the future interactivity, synergy and profitability of multiple technologies. Foresaw the dramatic growth within the global positioning satellite (GPS) market. Recommended stocks for the Dreyfus Premier Technology Growth Fund (4 star Morningstar fund in 30th percentile in 2008). This concentrated fund focused on long-term secular growth with extremely low annual turnover. Utilized a thematically driven investment approach. Led team identifying and recommending long-term thematic investments transcending multiple industries. Traveled globally meeting with senior management teams of portfolio companies, potential investments and competitors to stay abreast of industry developments.

Performed analytical, supervisory and managerial functions for this family of hedge funds. Initially recruited to provide coverage for a niche within technology sector. Responsibilities expanded to involve entire technology sector, with primary coverage of Hardware and Telecom food chains, and supervision of analysts covering software and services. Frequently traveled to companies and trade conferences. Continued to develop and refine skills in investment research, accounting, analysis and financial writing. During last two years, given authority to manage a $50 million fund. Achieved a 36% increase in 2004, outperforming NASDAQ by more than 30 percentage points. During tenure, advised portfolio managers and traders across a wide range of investments. Supported the efforts of the Senior Portfolio Manager, who managed a $500 million fund, two additional Portfolio Managers who focused on short-term funds, and six proprietary traders. Generated pair trade ideas for a $200 million market neutral fund, launched in 2004.

Bachelor Of Science, Business Administration

Professional Development Numerous courses, workshops, seminars and conferences throughout career.

Education record