David Shapiro Email & Phone Number

Experienced public equity portfolio manager / research analyst / investment professional. Portfolio Manager of equity income strategy focused on dividend stability and growth with value orientation and low portfolio turnover. Previously, as senior analyst for the team, generalist sector coverage responsibilities included specific focus on consumer sectors (e.g. staples, discretionary, retail) and real estate / REITs. • Experienced with portfolio construction and risk factor considerations.• Well-rounded financial analyst with deep financial expertise including comprehensive and detailed financial modeling, cash flow forecasting and analysis, liquidity analysis, equity valuation, financial planning and budgeting. • Able to quickly determine key business drivers and process quantitative and qualitative information.• Regularly identify, investigate, compile and analyze key industry and market dynamics and drivers to determine competitive advantages and pricing power.• Maintain dialogue with company management, coverage analysts, and industry sources.• Skilled at bottom-up, deep dive, proprietary research and putting the pieces together.• Creative and critical thinker with demonstrated business / investment judgment and pattern recognition ability.• Experienced with all forms of equity valuation, from multiples to NAV to DCF.• Process-oriented decision maker and collaborative and effective team player. • Excellent oral and written communications skills. • Make investment recommendations to client-facing portfolio managers and communicate with internal and existing / prospective external clients.• Voting member of Investment Strategy Committee.• Present regularly to key internal and external constituencies.• Diverse set of investment research / research analyst roles and prior investment banking and corporate development experience across multiple sectors.

Listed skills include Equities, Hedge Funds, Equity Research, Valuation, and 14 others.