William Floyd, Phd, Cpa Email & Phone Number

Assisting clients in various domains with data-intensive analyses of accounting and operational issues.

San Francisco, Ca, Us

Originally a data science startup that provided quantitative research and trading signals drawn from unstructured, primarily text-based, data to investment firms ('Pluribus 1.0'). Acquired in 2017 by Golden Gate Capital to serve as research foundation for a new systematic active equity firm of same name ('Pluribus 2.0'). Subsequently acquired again by Exos Financial in 2022.Deeply involved in research that underlied flagship global long-only strategy, built from scratch with several other early employees. Focused on accounting-based alpha signals for long-short strategy. Led firm research on ESG issues. 4th longest tenured member of 25 person team at peak.Representative projects:- Systematic approach to thematic investing, which underlied global long-only strategy, including novel ways of quantifying and ranking firms’ exposure to global themes using text data - Value-oriented alpha, for use in global long-short, that adjusted for distortions in balance sheet and cash flow amounts due to differing accounting treatments for investments in physical and intangible assets- Portfolio of firms best positioned to meet global demand for products and services addressing climate change surfaced using an unsupervised text concept model- Measures to track emerging technologies and trends from venture capital funding activity for use in identifying candidate themes for global long-only fund- Novel firm ratings on individual sustainability issues (16 United Nations SDGS) that aggregated measures from both structured and unstructured data sources - ML-based alpha trained on the language used in quarterly earnings conference calls to predict future earnings surprises and changes in revenue growth trajectory

Gb

Investment Management Tax

Doctor Of Philosophy (Ph.D.), Accounting

Bachelor’S Degree, Accounting

Bachelor’S Degree, Economics