Yoni Engelhart, Cfa Email & Phone Number

New York, Us

Schilit Forensics is an expert forensic accounting consultancy serving an elite group of investment firms. We are engaged to help unravel and explain accounting complexities and to detect companies that are misleading investors through accounting trickery.We provide customized research to some of the most successful and well-regarded asset managers globally including hedge funds, sovereign wealth funds, mutual funds, and private equity funds. Our clients view us as an extension of their in-house research team, leveraging our expertise in forensic accounting analysis to help them make more informed and more confident investment decisions.

London, Gb

Broad range of responsibilities across management of institutional and high net worth (>$100M) investment portfolios, including asset allocation, portfolio construction, manager due diligence, pooled investment vehicles, client relationships, team management, and business leadership.

Boston, Massachusetts, Us

Summer MBS Internship. Conducted a comprehensive competitive analysis for one of Wellington’s key fund platforms, and supported Investment Directors in reviewing the performance and risk characteristics for several equities strategies.

Charlottesville, Virginia, Us

Launched and managed a $2M quantitative research platform to extend and supplement CFRA’s in-depth forensic accounting reports. Led all aspects of business from inception through product development, marketing, and sales. Developed quantitative research methodology to assess earnings quality, cash flow quality, and other fundamental analytics with effectiveness in predicting earnings disappointments, financial restatements, frauds, and class action lawsuits. Collaborated with leading academic researchers to develop new research models.

Charlottesville, Virginia, Us

Developed and published research reports for dissemination to CFRA’s client base of fund managers, underwriters and regulators. Analysis focused on earnings quality and sustainability based on in-depth forensic accounting research. • Published over 100 research reports highlighting concerns over aggressive accounting and/or operational deterioration within publicly listed Software and IT Services companies. • Conducted training seminars for buy-side analysts and portfolio managers teaching financial statement analysis, quantitative analytic methodologies, and a variety of financial accounting topics relating to securities analysis. • Managed relationships with key investment management clients.

Mba

Cfa Designation, Chartered Financial Analyst

Bs, Business And Management

Ba, Philosophy