Portfolio Manager
CurrentSuccessfully manage the Clavis Capital Pension Fund and a personal equity portfolio.
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@scotiabank.com
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1 phone found area 800
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Stephen Martin is listed as Founder & Managing Director - Clavis Capital Ltd at CLAVIS CAPITAL LTD, based in Greater London, England, United Kingdom. AeroLeads shows a work email signal at scotiabank.com, phone signal with area code 800, and a matched LinkedIn profile for Stephen Martin.
Stephen Martin previously worked as Portfolio Manager at Clavis Capital Pension Scheme and Managing Director at Clavis Capital Ltd. Stephen Martin holds Csi Certificate, Canadian Securities from Canadian Securities Institute.
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Highly skilled Investment Professional with extensive experience of the global investment markets with a focus on investment strategy, investment management and institutional equity sales. Additional experience of the preparation and writing of investment memoranda and investment recommendations; deals with complex micro-economic issues. A highly analytical individual who can effectively interpret business and financial information from potential investment targets; has a demonstrable track record of bringing an objective approach to the investment process. A dynamic team player with outstanding communication skills combined with the intellect, vision and drive to promote fresh approaches to investment management and investment strategy. Specialties: Equity Research, Credit Research, Macro-Economic Forecasting, Investment Strategy, Asset Allocation Advice, Portfolio Management, Equity Sales, Fund Raising, Idea Generation, Corporate Broking, Corporate Marketing, Corporate Consulting, EquityTrading, Team Building, Investor Relations
Listed skills include Commercial Banking, Banking, Credit, Mortgage Lending, and 44 others.
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London, United Kingdom
Successfully manage the Clavis Capital Pension Fund and a personal equity portfolio.
London, United Kingdom
Built a Capital Markets intermediary business providing the following services: Corporate Access, Investment Strategy, Independent Research, Corporate Advisory as well as Corporate Finance, Trading and Execution via FCA regulated partners. Our target market is growth companies, typically with a market cap of $50m to $500m, looking to outsource their.
London, United Kingdom
Focused on advising corporates in capital raising, marketing, M&A and tax in an international context.
London, United Kingdom
Involved in traditional equity sales, corporate broking and investment strategy. Created a monthly Macro Economic and Investment Strategy newsletter called "The Fairfax Monitor" which was published and given to our client base. The newsletter was well received and noted for its timely and accurate forecasts. I was instrumental in finding a new investor to.
London, United Kingdom
Worked on a short-term contract to develop Scandinavian client base and saw project successfully to completion. I enjoyed working with the equity team and made some lifetime friends.
London, United Kingdom
Traditional investment advisory and capital-raising for European Growth Companies. Raised one third of capital required for phase two French biotech company from clients in Scandinavia. Quoted on Bloomberg for opinions on the solar sector which I worked extensively on with our specialist analyst.
London, United Kingdom
Consistent top-quartile revenue generation marketing Canadian companies to Scandinavian and UK institutional equity investors. Opened up all new accounts including Nordea of Denmark and GLG Partners in London. Created new marketing opportunities with hedge funds and developed the Scandinavian market for BMO.
London, United Kingdom
Initiated equity desk in London. Applied for FSA license, arranged for equipment and accounts to be set up and general requirements involving setting up a representative desk. Developed an automated morning note with relevant info for fund managers and increased marketing opportunities for both corporate and research.
London, United Kingdom
Created an institutional client base from scratch marketing Canadian corporates, raising equity capital and creating investment ideas. Opened up Scandinavia, Switzerland and northern Germany, delivering a sustainable revenue generating business from these territories. In addition, added to Scotia's London based business through effective cold-calling of.
Montreal, Canada
Credit analyst responsible for Bank and Trust companies, primarily Canadian based and international banks with Canadian subsidiaries. Made a name for myself in very difficult market conditions and contracting creditworthiness. Quoted repeatedly in Globe & Mail, Financial Post, Financial Times, Maclean magazine and appeared on local radio and national.
Helsinki, Finland
Initiated a sales, trading and research operation focused on marketing Finnish shares to foreign institutional investors. Initially involved in all aspects of this operation and eventually delegating some of the responsibilities to co-workers as the business grew. Created a quarterly investment newsletter highlighting selected stock recommendations, a.
Helsinki, Finland
Selected from over 10,000 students at the International Congress of AISEC to create a study of the Finnish OTC market. The objectives were to publish a study comparing and contrasting developments in selected OECD countries with those experienced in Finland and to make recommendations to improve the structure of the Finnish OTC market through good practice.
Completed Canadian Securities Course whilst working in Institutional Equity Sales in Finland.
Activities and Societies: AIESEC, Ski Racing Team Studied Economics and Finance whilst participating in extracurricular activities such as.
Activities and Societies: Cross Country Running Team I studied Health Sciences and Economics at Vanier whilst actively participating in.
I was accepted into the French immersion curriculum for the first 3 years at LTMHS which proved challenging but extremely rewarding. I.
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Stephen Martin works for CLAVIS CAPITAL LTD.
Stephen Martin is listed as Founder & Managing Director - Clavis Capital Ltd at CLAVIS CAPITAL LTD.
AeroLeads has found 2 work email signals at @scotiabank.com for Stephen Martin at CLAVIS CAPITAL LTD.
AeroLeads has found 1 phone signal(s) with area code 800 for Stephen Martin at CLAVIS CAPITAL LTD.
Stephen Martin is based in Greater London, England, United Kingdom while working with CLAVIS CAPITAL LTD.
Stephen Martin has worked for Clavis Capital Pension Scheme, Clavis Capital Ltd, Advanced Strategies Ltd., Fairfax I.S. Plc, and Pali International.
You can use AeroLeads to view verified contact signals for Stephen Martin at CLAVIS CAPITAL LTD, including work email, phone, and LinkedIn data when available.
Stephen Martin holds Csi Certificate, Canadian Securities from Canadian Securities Institute.
Stephen Martin is listed with skills including Commercial Banking, Banking, Credit, Mortgage Lending, Credit Risk, Retail Banking, Strategic Financial Planning, and Credit Analysis.
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