Dave Borah, CFA

SVP - Investor Relations & Corporate Affairs at Mural Oncology
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Location
Waltham, Massachusetts, United States, US

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Credentials

  • Investment Committee Chair
    Christ Episcopal Church, Needham MA
    Jan, 2019
    - Sep, 2024
  • CFA
    CFA Institute
    Aug, 2000
    - Sep, 2024

Experience

    • United States
    • Biotechnology Research
    • 1 - 100 Employee
    • SVP - Investor Relations & Corporate Affairs
      • Sep 2023 - Present
    • United Kingdom
    • Biotechnology Research
    • 100 - 200 Employee
    • SVP, Capital Markets & Corporate Communications at Bicycle Therapeutics
      • Jan 2023 - Jul 2023

      - Led all investor relations, public relations and interactions with 14 covering analysts and their respective bankers, health care hedge funds and long-only investors. Grew number of covering analysts from 9 to 14 - Managed creation of all press releases, clinical data updates, and corporate presentations - Provided regular strategy updates and analysis to executive committee and board of directors - Instrumental in July 2023 $230 million equity raise

    • VP, Capital Markets & Investor Relations
      • Apr 2021 - Jan 2023

      - Led overhaul of corporate website, automation of publication review process and inaugural ESG initiative which resulted in Morningstar Sustainaltyics rating of 2 among 436 biotech companies - Key member of team responsible for $201 million equity raise in October 2021

    • United States
    • Financial Services
    • 100 - 200 Employee
    • VP, Equity Research Analyst
      • Sep 2019 - Apr 2021

      - Outperformed benchmarks in management of ~$1.5 billion in Small/Smid-Cap Health Care assets as part of a five-person team with $8 billion in assets - Outperformed benchmarks in management of ~$1.5 billion in Small/Smid-Cap Health Care assets as part of a five-person team with $8 billion in assets

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Partner, Equity Analyst
      • Sep 2016 - Apr 2019

      - Managed, as part of a five-person investment team, assets in the Health Care, Industrial and Energy sectors for $1 billion Micro, Small and Smid-Cap institutional clients - Managed, as part of a five-person investment team, assets in the Health Care, Industrial and Energy sectors for $1 billion Micro, Small and Smid-Cap institutional clients

    • United States
    • Investment Banking
    • Director, Co-Portfolio Manager, Senior Research Analyst
      • Jan 2015 - Sep 2016

      - Co-managed $500 million Small-Cap Growth portfolio which included mutual fund (SSETX) and related accounts. Outperformed benchmark by roughly 200bps during tenure

    • Director, Senior Research Analyst
      • Sep 2013 - Sep 2016

      - Managed investments in Health Care and Industrial sectors as part of a five-person team responsible for $2 billion in Small, SMid and Mid-Cap Growth portfolios. Added alpha of 433bps in Small, 452bps in Smid and 11bps in Mid-Cap products during tenure

    • United Kingdom
    • Venture Capital and Private Equity Principals
    • Equity Analyst, Partner, Associate Portfolio Manager
      • Jan 2010 - Aug 2013

      - Raised $1 billion of assets and managed $1.4 billion of SMid-Cap Growth assets as part of two-person team

    • Equity Analyst, Partner
      • Oct 2008 - Aug 2013

      Was first Equity Analyst to be named Partner.

    • Equity Analyst
      • Jan 2004 - Aug 2013

      - Added average annual alpha of 180bps across Small and Smid-Cap products during seven-year period ending 12/31/11 - Total firm AUM increased from $600 million to $2.9 billion during tenure - Gained in-depth knowledge through 80+ annual visits to company headquarters, field offices and trade shows

    • United States
    • Biotechnology Research
    • Industry Analyst
      • Jan 2002 - Jan 2004

      - Generated consistent record of out-performance in the Health Care and Industrial sectors

    • Private Equity Principal - Health Care
      • Jun 2001 - Jan 2004

      - Managed, as part of three person team, hybrid security pool with total assets of $200 million and top-decile performance. - Sourced and closed three health care deals which collectively generated 205% total return and 80% Internal Rate of Return. One company went public, and all three were acquired within four years of initial investment

    • Small-Cap Growth Research Analyst
      • Jul 2000 - Jan 2002

      - Provided buy-sell recommendations across all sectors to two portfolio managers responsible for $2 billion.

    • United States
    • Investment Management
    • 700 & Above Employee
    • Client Service Analyst
      • Aug 1998 - Jun 2000

      - Responsible for maintaining and growing relationships with large institutional investors, both domestic and international. - Responsible for maintaining and growing relationships with large institutional investors, both domestic and international.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Sr Treasury and Investor Relations Analyst
      • Jun 1996 - Jul 1998

      - Raised $1 billion new debt. Managed share repurchase program. Communicated with institutional investors - Analyzed risk and return of assisting UAM affiliate in conversion of commingled real estate funds to REITs - Raised $1 billion new debt. Managed share repurchase program. Communicated with institutional investors - Analyzed risk and return of assisting UAM affiliate in conversion of commingled real estate funds to REITs

Education

  • Cornell University - Johnson Graduate School of Management
    MBA
    1994 - 1996
  • Brown University
    AB, History
    1988 - 1992

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