AlphaSense is an AI-powered, market intelligence platform that helps investors and corporates to make better decisions. AlphaSense serves most of the S&P 500 and has a valuation of more than $2b.- Drive industrials content to maximize revenue growth and ROI. Develop proprietary research content including expert transcripts, industry reports, and thought leadership pieces. Participate in industry events, webinars, podcasts, and media- Design go-to-market strategy and rollout for research product launches. Create strategies to raise client adoption- Contribute to internal proprietary LLM strategies - Track the competitive landscape and determine potential research product extensions

Elected to Centre Board of Directors in January 2024Engage in strategic planning by assessing the fund’s current performance, identifying areas for improvement, and setting strategic goals

-Through timely and compelling due diligence with senior executives, I focus on risk-reward scenarios, identify key investor debates, and assess potential outcomes, in order to validate client investment decisions. Conduct financial modeling, equity research, and investor events - Focus on energy transition sectors including electric vehicles, renewable energy, and energy storage. Also have knowledge of traditional industrial sectors including aerospace, capital goods, and building materials- Guide a team of equity analysts to produce quantitative and qualitative analysis related to sales growth, margin expansion, and competitive bench-marking. Coordinate with marketing and operations teams to drive higher client engagement with Guidepoint research products-Provide insights on significant events, emerging trends, and technologies that are relevant to institutional investors, consultants and corporations

• Long/short public equity infrastructure fund, with $10m under management. • Managed long-short portfolio concentrated in the industrials (Tesla, First Solar, Boeing) energy (NextEra), and technology sectors (Applied Materials, Micron).• Hired equity analysts, marketing, and accounting staff• Communicated investment performance to investors through meetings and monthly write-ups. • Raised initial capital from high net worth and institutional investors

Global Equity Portfolio Manager. Investment DirectorLong only, fundamental asset manager with $1b under management. Owned by Sanlam, a $10b insurance firm.Manage large cap global equity mutual funds and separate accounts. Also launched yield-focused, global infrastructure fund. Improved fund quartile ranking. Outperformed the equity benchmark by through stock selection; alpha from multiple sectors and regions. High conviction positions generated most of outperformance. Raised Morningstar ranking.Use qualitative analysis backed by quantitative research. Alpha score stocks by analyzing company performance, risk, and valuation to rank ideas. Align equity types with market regimes to improve market timing. Stemmed client redemptions.  Raise firm profile through media interviews with Bloomberg, Associated Press, CNN, and Fox Business. Lead quarterly thought leadership calls with investors. Lead presentations to sales reps at conferences.

$2.5b market neutral, multi-strategy platform hedge fund. Generate long and short ideas for the aerospace/defense, capital goods, autos, and business services sectors. Responsible for roughly $100m in long and short investments in the global industrial sector.• Determined industry trends and drivers of outperformance by visiting company managements, interviewing industry experts, conducting supply chain analysis, and attending industry conferences.• Contrarian investment style. Look for edge over consensus by utilizing personal network of industry contacts, extensive global travel, and differentiated valuation methodologies.• Utilized and trained summer interns and full-time analysts to assist in the research process.

Peak Assets of $1.1b directional hedge fund. Bottoms-up research process with high conviction and highly concentrated positions. Fund had annualized returns of 16% since 1999. Generated long and short ideas for the aerospace/defense, capital goods, autos, and business services sectors. Responsible for peak assets of $250m in long and short investments in the global industrial sector.• Determined industry trends and drivers of outperformance by visiting company managements, interviewing industry experts, conducting supply chain analysis, and attending industry conferences.• Contrarian investment style. Look for edge over consensus by utilizing personal network of industry contacts, extensive global travel, and differentiated valuation methodologies.• Model companies using valuation techniques such as multiples, enterprise value to invested capital, and DCF.

$15 billion under management in international equity. Top quartile performance over 3 years according to LipperSector coverage has included: aerospace/defense, capital goods, paper, semiconductors, medical devices, and biotech.• Modeled companies using valuation techniques such as multiples and DCF. Analyzed historical trading patterns of stocks under coverage. Wrote initiation pieces and stock updates for research database.