Ryan Sullivan Email & Phone Number

New York, New York, US

Miami, Florida, US

New York, NY, US

YipitData provides practical web data intelligence to institutional investors. It specializes in developing systems and methodologies to collect hundreds of terabytes of public data that enable granular analyses on current company metrics and performance. YipitData launched two years ago and now covers 65 companies and works with over 80 of the top funds.

Zurich, CH

• Lead coverage on AB, APAM, CLMS, MN, and VRTS; Lead Associate on APO, ARES, BX, CG, FIG, KKR, OAK, OZM
• Example of proprietary research process and actionable result: Developed flow forecasting model for APAM which isolated key growth catalysts that were being overlooked by investors. Model output led to upward EPS.
• Responsible for flagship quarterly alternative asset manager monetization tracker and forecast publication (most requested franchise publication); results from data analysis feeds directly into models and influences.
• Directly incorporated into the investment processes of portfolio managers and analysts at the largest long-only and US-based hedge funds due to intimate knowledge of the industry's largest datasets and ability to.
• Facilitate non-deal roadshows and custom management access events with company management teams and industry experts to communicate investment theses to long-only and hedge fund clients.
• Automated data infrastructure to allow for immediate conversion of large data sets from Morningstar / Simfund / ICI into client facing materials to minimize time-to-market for key monthly / weekly data releases.

Zurich, CH

• Selected by senior management to rotate into sell-side equity research on the Ag Sciences team for a 2-month internship as part of a firm-wide talent recognition program – resulted in a full-time offer to transfer into.
• Performed fundamental analysis on companies under coverage (AGU, CF, CMP, IPI, MON, MOS, POT, RNF), and assisted senior analyst during earnings season including: model updates, exhibit creation, sector research, etc.
• Performed a deep-dive into the global potash industry following break-up of pricing cartel, identifying key supply/demand drivers, catalysts for future pricing, and potential impacts on exposed names within our coverage.

Zurich, CH

• Report directly to the Chief Investment Officer for Private Banking and Asset Management Americas.
• Perform macro and fundamental analysis on global equity, fixed income, and commodity markets using proprietary earnings and valuation models; results feed into Global Asset Allocation Framework, and influence ~$100bn.
• Authored industry primers on topics including: Master Limited Partnerships (MLPs), Gold, and Senior Secured Loans. Gold article (2011) was featured in Credit Suisse global magazine Bulletin and Credit Suisse emagazine.
• Perform ad-hoc analyses for key clients of Credit Suisse on a number of topics including: distribution funding analysis for $300mm foundation to minimize volatility during decade-long sunset provision.

Zurich, CH

• Worked with 3-person team responsible for managing and trading ~$500mm of AuM for foundations, small buy-side clients, family offices, and wealthy families.
• Developed expertise in specialized liquidation strategies for large blocks of illiquid restricted stock for early stage investors and executives. Drove incremental revenues for team ~10-15%.

Master Of Business Administration (Mba), Finance, General

Education record