Robert Winters Email & Phone Number

New York, United States

Chicago, Illinois, US

• Established New York City branch of a rapidly expanding Chicago-based investor relations firm catering to small, mid-cap, as well as large-cap public companies. Trusted as a strategic and tactical advisor to CEOs, CFOs.
• Manage end-to-end client relationships at the C-Suite and Board level.
• Counsel management teams regarding competitive position, market and product strengths and weaknesses. Utilize comprehensive understanding of financials, strategy and industry course to guide recommendations.
• Advise on key strategic business decisions to all clients.
• Perform extensive quantitative and qualitative analysis to aid development of customized evaluation tools.
• Leverage a broad network of senior business leaders, boards, and investors to drive new business opportunities.

Monroe Township, New Jersey, US

• Elected to Board of Directors in May 2016 to assist Company that was dealing with several challenges at the time, including an ongoing SEC investigation, which we were able to successfully resolve.
• Served as member of 3-person Audit Committee, as well as 3-person Compensation Committee
• Engaged with CEO on process, approach, information, and staffing needs to develop comprehensive global commercialization plan for first of its kind product.
• Partnered with Board members and management team to broaden OPT’s commercial product offering, moving Company toward a solutions provider business model.

• Developed, analyzed, and executed investment strategies for a global portfolio of small- and mid-cap US stocks in domestic, emerging, and frontier markets. Helped manage over $1B in AUM.
• Generated significant outperformance with concentrated portfolio.
• Originated, executed, and led investment decisions with discretionary control over client assets.
• Served as a board member for multiple private and venture capital investments. Select Accomplishments:
• Developed a successful fixed income portfolio strategy and managed its 10+-year performance with focus on Rule 144A transactions; achieved low turnover and overlap of fixed income with equity holdings of close to 50%.
• Served as an equity sub-committee and credit committee member for two organizations navigating Chapter 11 proceedings, leading both to successful exit, performance, and recovery.

New York City, US

• Senior equity research analyst covering the global natural resource industry universe of companies. Developed coverage areas spanning wholesale, alternative, and distributed energy services, carbon, stainless, and.
• Established a comprehensive supply/demand analytical framework later adopted by the global investment and consulting communities.
• Created a scenario-based approach to offer to our clients on commodity demand forecasts.
• Published two extensive volumes which included a detailed technology review and individual company analysis for the alternative energy technology segment.Select Accomplishments:
• Recognized by the Wall Street Journal’s All-Star Analyst Survey for steel research.
• Served as a member of the Nonferrous Metals Research Team ranked in Institutional Investor’s Annual All-Star Team, the annual Greenwich Survey.

• Analyzed import and export statistics, as well as industry performance data, for various industries.
• Created presentations from this analysis used in oral and written arguments before the International Trade Administration, International Trade Commission, Court of International Trade and GATT Dispute Resolution Panels.
• Worked directly under the senior partner at the firm for this practice area.

Bachelor Of Arts (B.A.), International Relations/History

Education record