Waheed Hassan, Cfa work email
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Waheed Hassan, Cfa personal email
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Entrepreneurial finance professional with investor relations, corporate governance, ESG, activism defense, and equity research experience. Over 20 years of progressive experience in finance, data analytics, financial modeling, investor communications, and shareholder engagement. Launched two C-suite advisory practices focused on enhancing company valuation through deep-dive analysis of financial metrics. Advisory practice achieved Top 10 ranking in Bloomberg 2019 survey. Experience interacting with the CEO and Board of Directors of 300+ companies. Provided shareholder perspective on proxy campaigns and M&A transactions with an aggregate value of $150B.Specialties: Investor Relations, Shareholder Communications, Financial Analysis, M&A, Corporate Governance, Equity Research, Shareholder Activism, Valuation Analysis.
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Founder And CeoZmh AdvisorsReston, Va, Us -
Founder & CeoZmh Advisors Aug 2020 - PresentWashington, D.C., Us- Ranked No. 2 Global Strategic Adviser for Shareholder Activism by Bloomberg for FY21 and FY22- Ranked Top 10 Financial Advisor by Thomson Reuters’ Refinitiv for Shareholder Activism in 2020.- Advisory Board Member of ESG Professionals Network. - Developed AI-powered Investor Engagement Dashboard. Covers investors with $75T AUM, and over 2,000 engagement case studies.- Built ESG programs for global companies -
Managing Director - Head Of Esg, Corporate Governance, And Shareholder Activism PracticeThe Blueshirt Group Sep 2018 - Jun 2020San Francisco, California, Us- Ranked Top 10 IR/PR Adviser in Bloomberg Activism Advisory Rankings for 1HFY20- Formulated communications plan for effective messaging of corporate strategy, financial results, growth opportunities, and business initiatives to Wall Street and institutional/retail investors. - Advised clients on ESG disclosures. Scope includes materiality assessment, peer benchmarking, and identification of key performance indicators. - Prepared investor presentations, shareholder letters, investor, and employee Q&A documents for activist campaigns. - Utilized AI-based sentiment analysis tools to get better insights on investor perception regarding financial performance and management/Board capabilities. - Reviewed proxy statements, SEC filings, and annual reports by collaborating with CFO and legal team.- Prepared clients' for engagement with governance teams at major institutional investors, including index funds. - Performed ‘Activist Vulnerability Assessment’ based on financial performance, governance profile, and Board Gap Analysis. - Developed Management Playbook for activist situations.- Strong knowledge and understanding of ESG reporting frameworks (SASB, GRI, and TCFD) and rating companies (MSCI, ISS, and Sustainalytics). -
Senior Managing Director - Co-Head Corporate Governance And Shareholder Activism PracticeAlliance Advisors, Llc Mar 2011 - Aug 2018Bloomfield, Nj, Us- Ranked Top 10 in Thomson Reuters Global Shareholder Activism Scorecard for three consecutive years (2015 -2017).- Developed performance dashboards for C-level management and Boards of Directors based on analysis of corporate strategy, business growth drivers, capital allocation plans, key financial metrics, and peers’ financial and valuation analysis. - Utilized big data to develop Activist Risk Score (ARS) dashboard – a proprietary algorithm that analyzed over 60,000 data points and assigned a ‘vulnerability score’ based on ten financial metrics over a 5-year rolling history. - Advised clients on emerging corporate governance issues, M&A transactions, and strategies for effective shareholder engagement. - Advised on M&A transactions with the aggregate deal value in excess of $90B. Engagement involved reviewing prelim and final proxy statements and evaluating merger rationale, Background to the Merger section and Fairness Opinion. - Led client engagement with proxy advisory firms (ISS and Glass Lewis). Over 80% success rate in garnering favorable recommendations from proxy advisory firms. - A frequent speaker at industry conferences on governance issues, shareholder activism and investor engagement strategies. -
Manager - M&A/Proxy Contest ResearchIss | Institutional Shareholder Services Apr 2006 - Feb 2011Rockville, Md, Us- Lead analyst (Special Situations Team) for 100+ contentious M&A/Proxy Contest situations with a combined market value of targeted companies in excess of $75B.- Advised investors on contested M&A transactions valued in excess of $15B, including VaxGen, Inter-Tel, Cablevision Systems, Grey Wolf Inc., Bronco Drilling, IPC Holdings, and Alpha Natural Resources. - Evaluated numerous high profile proxy contests including Conseco Inc., Atmel Inc., Bassett Furniture, Office Depot, NRG Energy, Target Corp and Barnes & Noble. -
Co-Founder/Cfo/DirectorEonsil Inc. 2008 - 2011Eonsil focused on developing NVMHCI/NVMe PCIe solid state drive (SSD), which was the world's first single controller fully embedded SoC based PCIe SSD. - Raised $3M from investors- Developed pitch deck and all investor presentations- Created and maintained financial model that was incorporated in investor decks- Assisted CEO with investor materials- Managed all aspects of investor communications
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Financial AnalystCapital One Jan 2005 - Mar 2006Mclean, Va, Us- Managed IT budget of $300m.- Prepared yearly budgets, monitored monthly spent, and performed variance analysis which was presented to internal clients.- Managed multiple internal clients.- Financial lead for VOIP telecom initiative. -
Founder And PrincipalConcentric Research, Llc (Formerly Investology Research) Jan 2003 - Dec 2005- Provided investment research on micro/small cap stocks.- Rated # 3 best performing independent research firm by BusinessWeek magazine in 2004.- Featured in Entrepreneur magazine in 2005.
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Research AssociateDresdner Kleinwort 2002 - 2002Frankfurt Am Main, Hessen, De -
Manager, Equity ResearchIndosuez Wealth Management 1998 - 2000Paris, Île-De-France, Fr -
Senior Research AnalystUbs 1997 - 1998Zurich, Ch -
Senior Research AnalystKhadim Ali Shah Bukhari (An Affiliate Of Merrill Lynch) 1997 - 1997
Waheed Hassan, Cfa Skills
Waheed Hassan, Cfa Education Details
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Vanderbilt UniversityFinance -
Institute Of Business AdministrationFinance
Frequently Asked Questions about Waheed Hassan, Cfa
What company does Waheed Hassan, Cfa work for?
Waheed Hassan, Cfa works for Zmh Advisors
What is Waheed Hassan, Cfa's role at the current company?
Waheed Hassan, Cfa's current role is Founder and CEO.
What is Waheed Hassan, Cfa's email address?
Waheed Hassan, Cfa's email address is wa****@****oup.com
What schools did Waheed Hassan, Cfa attend?
Waheed Hassan, Cfa attended Vanderbilt University, Institute Of Business Administration.
What skills is Waheed Hassan, Cfa known for?
Waheed Hassan, Cfa has skills like Valuation, Finance, Mergers And Acquisitions, Financial Analysis, Corporate Governance, Equity Research, Corporate Finance, Private Placements, Mergers, Equities, Capital Markets, Start Ups.
Who are Waheed Hassan, Cfa's colleagues?
Waheed Hassan, Cfa's colleagues are Michael Barham, Krithika Raghavan, Hussain Murtaza Ali, Syed Muhammad Irtiza Wahidi, Bisma Abid, Moiz Ali Abedin.
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