Stephen Beinhacker, Cfa Email and Phone Number
Stephen is an innate leading-edge thinker and disciplined problem solver driven by continuous learning and a deliberative approach to being at the forefront of emergent investment and market opportunities. He openly challenges the world around him, quickly learning, analyzing and assimilating potential new opportunities, and consequently transforming them into new investment products and solutionsStephen acts and operates with a player/coach mindset, successfully building businesses and nurturing and growing talent. He has a track record of alpha generation and asset growth as a portfolio manager across multiple equity asset classes, alongside deep working knowledge of portfolio management, manager selection, risk management (including knowledge and implementation of SEC regulations related to derivatives, valuation and liquidity), governance, and sustainable investing. Stephen has a passion for integrating technology and investment strategies through innovative, scalable solutions that enhance investment returns and lessen risk. Drawing on deep experience and actionable insights, his visions are drawn from positions held in senior management, leadership, and chairperson roles across “both sides of the street” - buy and sell-side equity research, fundamental and quantitative modeling and investing, equity portfolio management and manager due diligence and selection. These have led Stephen to be at the forefront of industry developments: developing multi-factor quantitative models in the 1980’s, avant-garde practitioner of quantamental investing in the 1990’s, creator of evidence-based qualitative and quantitative manager selection processes in the 2010’s, and pioneering designer and manager of investment strategies that cost effectively and systematically capture stock selection alpha in the 2020’s.Stephen has tenured experience presenting to, working with, and earning the trust of fund board members. Stephen obtained a M.B.A. in Finance from New York University's Stern School of Business and a B.S. in Mathematics/Computer Science from Binghamton University Areas of expertise include:Manager Sourcing | Due Diligence | Selection & Monitoring | Portfolio Management | Product & Business Development | Strategic Planning | Scalable Process Development | Technology Integration | Performance Evaluation | Quantitative Modeling | Fundamental Investing | Financial Analysis | MentorshipGovernance | Critical Thinking | Risk Assessment & Management | Regulation | Derivatives | Valuation | Liquidity | Advisory Board | Investment Board
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FounderBeinhacker & Co. Llc Nov 2024 - PresentBeinhacker & Co. LLC (d/b/a Active Portfolio Alpha) is an independent consulting firm whose mission is to integrate technology and investments to produce differentiated insights and innovative solutions that help clients achieve their financial goals.
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Chief Investment OfficerNextfolio Nov 2024 - PresentNextFolio harnesses advanced machine learning technology to create transformative investment strategies. Known as Ensemble Active Management (EAM), our breakthrough investment solution is redefining success in asset management and is poised to resurrect active equity investing.
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Head Of Strategic Planning & StewardshipSei May 2021 - Aug 2024Oaks, Pa, UsMember of Investment Management Unit leadership team responsible for decision making and execution of SEI’s investment solutions. Head of Risk Management responsible for ensuring investments adhere to stated mandates, risk profiles and regulatory requirements. Sustainable solutions and research team lead overseeing five-person unit. Led development of scaled manager research products and solutions.•Chaired various governance committees responsible for new product approval and ongoing oversight. •Led development of scaled manager research offerings focused on: a) systematically capturing idiosyncratic stock selection alpha across multi-manager portfolios based on ensemble techniques – generated over 450bp excess returns (net of fees) in US Large Value (May 2020-June 2024) and Small Cap Value (March 2021-June 2024), over 200bp excess return in US Small Cap Growth (Oct 2022-June 2024); and b) applying machine learning tools such as ChatGPT to automate and scale qualitative and quantitative aspects of manager due diligence – early results showed over 90% accuracy match with analyst ratings using GPT 4.o.•Directed five-person team responsible for development of sustainable investment solutions and manager research. Oversaw development and advancement of inaugural sustainable investing policy, ESG governance structure, manager evaluation framework, and launch of first set of Article 8 UCITS funds.•Implemented and enhanced oversight and reporting of derivatives and valuation exposures under new SEC rules 18f-4 and 2a-5. Chaired derivatives, liquidity and valuation committees. Acting DRM. Regularly presented to SEI mutual fund board and represented IMU during standard SEC exam. Managed three-person risk management team responsible for ensuring investments adhered to stated mandates, risk profiles and regulatory requirements. Enhanced risk exposure assessment with detailed factor exposure reporting. -
Managing Director - Global Head Of Manager ResearchSei Feb 2014 - May 2021Oaks, Pa, UsPlayer/coach responsible for overall manager research business development, governance, and policies and procedures. Activities included manager sourcing, research, due diligence, selection, monitoring, fee negotiation, contracting, talent procurement, training and performance assessment, and client communication across all distribution channels. • Chair of Manager Review Committee responsible for approving and removing managers for SEI’s investment platform. Member of executive committees providing oversight, governance and business decision-making for the Investment Management Unit. Regularly presented to SEI mutual fund board.• Led team of 20 globally-situated equity, fixed income and multi-asset analysts responsible for over $135 billion in AUM across SEI mutual funds, institutional separate accounts and private clients. Assets allocated to over 140 firms across over 400 strategies. • Bolstered SEI’s brand reputation as top-tier manager research organization through development and streamlining of due diligence processes, application of advanced analytics, and utilization of effective and efficient governance structures.• Launched new business platform focused on providing manager research services to third-party clients. Developed product offering and marketing materials. Presented to prospects and serviced existing clients. Procured AUA in excess of $10 billion.
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Managing Director - Global Head Of EquitySei Mar 2012 - Feb 2014Oaks, Pa, UsManaged team of 16 portfolio managers and analysts responsible for over $55 billion in equity assets across global, international, emerging markets, US and other regional mandates. Responsibilities included product development, manager sourcing, research, due diligence and oversight, portfolio construction, and client communication across institutional and advisory channels. • Developed and rebuilt SEI’s alpha source framework used to conduct due diligence and select equity managers. • Repositioned investment philosophy and process across team and organization to reflect alpha source changes, including complete makeover of all marketing and communication materials. • Integrated six disparate teams into one single global equity unit. • Enhanced portfolio construction through implementation of advanced beta and overlay management processes and established objective framework to assist portfolio managers in allocation capital across alpha sources. • Promoted and supported launch of internally-managed factor-based equity strategies, resulting in AUM of over $10 billion as of 6/24.• Regularly presented to SEI mutual fund board.
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Founder And Chief Investment OfficerCongruent Equity Oct 2011 - Mar 2012Mr. Beinhacker is Founder and Chief Investment Officer of Congruent Equity, an alternative investment firm
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Chief Investment Officer - Emerging Markets GrowthAlliancebernstein Mar 2007 - Oct 2011Nashville, Tn, UsManaged team of three regional portfolio managers and one quantitative analyst responsible for over $6 billion in AUM. Direct responsibility for communication, marketing and product development to institutional and retail channels. • Introduced quantitative tools to enhance risk management and portfolio construction. • Structured and led bi-weekly investment strategy meeting; authored quarterly client performance reviews. • Investment performance: - June 2010 – May 2011: directly managed private client accounts with AUM in excess of $900 million (alpha of 1.2% versus MSCI EM Index). - April 2007 – May 2011: co-managed India Growth mutual fund (Lipper award winner 2010; annualized alpha over 3% for 3- and 5-years ending June 2011).• Regularly presented to AB mutual fund board. -
Senior Portfolio Manager - International/Global GrowthAlliancebernstein Mar 1992 - Mar 2007Nashville, Tn, UsDirectly managed over 30 institutional accounts with assets of $9 billion; team-managed assets over $17 billion for over 50 institutional accounts. Director of Global Quantitative Research responsible for the development and application of fundamental multifactor equity selection models. Headed Dimensional Asset Management (based in London), Alliance Capital’s small cap passive equity business.• Originated portfolio construction and risk reporting processes integrating fundamental and quantitative research. • Organized and directed weekly portfolio construction meetings. • Presented and marketed investment services to institutional and retail clients, and consultants. • Conceived, launched and managed ADR (AUM $100 million) and Taft-Hartley (AUM $300 million) growth services. • Investment performance: - 1994 - 2004: annualized alpha of 4.3% relative to MSCI EAFE Growth Index (alpha of 1.9% vs. MSCI EAFE). - 1997 - 2004: directly managed five global accounts with AUM of $1.5 billion - annualized alpha of 1% relative to MSCI World Growth Index.• Regularly presented to AB mutual fund board.
Stephen Beinhacker, Cfa Education Details
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Nyu Stern School Of BusinessFinance -
Binghamton UniversityMathematics/Computer Science
Frequently Asked Questions about Stephen Beinhacker, Cfa
What company does Stephen Beinhacker, Cfa work for?
Stephen Beinhacker, Cfa works for Nextfolio
What is Stephen Beinhacker, Cfa's role at the current company?
Stephen Beinhacker, Cfa's current role is Executive Leader | Seasoned Investor | Technology Integrator | Responsible Fiduciary.
What schools did Stephen Beinhacker, Cfa attend?
Stephen Beinhacker, Cfa attended Nyu Stern School Of Business, Binghamton University.
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