Stephen Lyford

Stephen Lyford Email and Phone Number

Founder and Portfolio Manager @ Pier 73 Capital LLC
San Diego, CA, US
Stephen Lyford's Location
San Diego, California, United States, United States
Stephen Lyford's Contact Details

Stephen Lyford work email

Stephen Lyford personal email

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About Stephen Lyford

Stephen Lyford is a Founder and Portfolio Manager at Pier 73 Capital LLC. He possess expertise in equities, investments, portfolio management, financial modeling, mutual funds and 17 more skills.

Stephen Lyford's Current Company Details
Pier 73 Capital LLC

Pier 73 Capital Llc

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Founder and Portfolio Manager
San Diego, CA, US
Stephen Lyford Work Experience Details
  • Pier 73 Capital Llc
    Founder And Portfolio Manager
    Pier 73 Capital Llc
    San Diego, Ca, Us
  • Nicholas Investment Partners, L.P.
    Senior Research Analyst
    Nicholas Investment Partners, L.P. Jan 2024 - Present
    Rancho Santa Fe, California, Us
  • Pier 73 Capital Llc
    Founder / Portfolio Manager
    Pier 73 Capital Llc May 2021 - Dec 2022
    Founder of Pier 73 Capital LLC and portfolio manager of Emerging Disruptors Fund LP, a long/short, innovation focused hedge fund.• Responsible for investment fund formation, marketing, and capital fundraising, targeting primarily high net worth, family office and hedge fund of fund investors.• Managed all operational and investment functions required for launch and ongoing management of the fund.• Implemented investment strategy, executed portfolio trading, and conducted equity/company investment analysis through company, industry, and macroeconomic research.• Communicated frequently with prospects and clients to share monthly/quarterly fund updates, views on the US equity market and economy, and changes in fund investment positioning.
  • Allianz Global Investors
    Director, Lead Portfolio Manager
    Allianz Global Investors Jul 2016 - May 2020
    Worldwide, Oo
    Lead portfolio manager of the Allianz US Small-Cap Growth Fund and Rising Disruptors Fund. Also served as co-portfolio manager of the Allianz Ultra Micro-Cap Fund, Micro-Cap Fund, and Global Small-Cap Fund. • Responsible for all investment decisions, portfolio construction, and client relationships.• Led all fund marketing and capital raising efforts targeting both retail investors (RIA, family office, high net worth) and institutional investors (pension funds, endowments funds, fund of funds) in both the US and Europe.• Directed all client communication pertaining to fund investment process, portfolio construction, fund characteristics, and market dynamics through frequent monthly/quarter investment letters, conference calls and in-person meetings.• Created numerous fund pitch decks for prospects in an effort to raise fund awareness and assets.• Researched potential new investment candidates through analysis of companies, sectors, and thematic trends. Investment research included participation in quarterly earnings conference calls and investment conferences, company due diligence through meetings with CEOs/CFOs/IR teams, as well as extensive financial statement and valuation analysis.
  • Allianz Global Investors
    Director, Portfolio Manager
    Allianz Global Investors Jan 2013 - Jun 2016
    Worldwide, Oo
    Co-portfolio manager of the Allianz US Small-Cap Growth, Ultra Micro-Cap, Micro-Cap, and Global Small-Cap equity funds. • Conducted equity investment research through company due diligence meetings, industry analysis, financial statement and valuation analysis to inform investment decision making.• Created marketing materials and monthly/quarterly fund updates for institutional and retail clients and prospects.
  • Allianz Global Investors
    Vice President, Analyst
    Allianz Global Investors Jan 2007 - Dec 2012
    Worldwide, Oo
    Investment analyst on the Allianz US Small-Cap Growth, Ultra Micro-Cap, Micro-Cap, and Global Small-Cap equity funds.
  • Allianz Global Investors
    Associate, Analyst
    Allianz Global Investors Nov 2005 - Dec 2006
    Worldwide, Oo
    Investment analyst on the Allianz US Small-Cap Growth, Ultra Micro-Cap, Micro-Cap, and Global Small-Cap equity funds.
  • Duncan-Hurst Capital Management
    Research Analyst
    Duncan-Hurst Capital Management Jul 2002 - Feb 2005
    Investment analyst on the US Small-Cap Growth and Micro-Cap equity funds.
  • Crow Holdings
    Vice President, Asset Manager
    Crow Holdings Feb 1999 - Jul 2000
    Dallas, Tx, Us
    Managed portfolio of investments in eleven office properties.
  • Crow Holdings
    Associate
    Crow Holdings Jun 1998 - Jan 1999
    Dallas, Tx, Us
    Actively managed, recruited, hired, and trained group of nine financial analysts responsible for all real estate investment underwriting and financial modeling.
  • Crow Holdings
    Senior Analyst
    Crow Holdings 1997 - 1999
    Dallas, Tx, Us
    Analyzed commercial real estate investment opportunities, including acquisitions and developments.

Stephen Lyford Skills

Equities Investments Portfolio Management Financial Modeling Mutual Funds Investment Strategies Finance Financial Analysis Asset Management Bloomberg Equity Research Equity Valuation Hedge Funds Stock Picking Stock Research Small Cap Us Equities Factset Wonda Micro Cap Equity Investing And Research Small Cap Equity Investment And Research Asset Managment

Stephen Lyford Education Details

  • Ucla Anderson School Of Management
    Ucla Anderson School Of Management
    Finance
  • Southern Methodist University
    Southern Methodist University
    Finance/Economics

Frequently Asked Questions about Stephen Lyford

What company does Stephen Lyford work for?

Stephen Lyford works for Pier 73 Capital Llc

What is Stephen Lyford's role at the current company?

Stephen Lyford's current role is Founder and Portfolio Manager.

What is Stephen Lyford's email address?

Stephen Lyford's email address is sw****@****hoo.com

What is Stephen Lyford's direct phone number?

Stephen Lyford's direct phone number is (212) 739*****

What schools did Stephen Lyford attend?

Stephen Lyford attended Ucla Anderson School Of Management, Southern Methodist University.

What are some of Stephen Lyford's interests?

Stephen Lyford has interest in Sailing, Running, Surfing, Investing.

What skills is Stephen Lyford known for?

Stephen Lyford has skills like Equities, Investments, Portfolio Management, Financial Modeling, Mutual Funds, Investment Strategies, Finance, Financial Analysis, Asset Management, Bloomberg, Equity Research, Equity Valuation.

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