David Martin
Head of Institutional Coverage at FalconX- Claim this Profile
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Bio
David Ruff
It was my great pleasure to work with David for eight years from the Summer 2009 through Spring 2017 at Forward Management and Salient Partners. David worked as a trader supporting our portfolio management team as well as other teams at Salient trading U.S. equities, foreign equities, bonds, futures, derivatives and other specialized securities. Additionally, he updated, improved, and developed new trading and operating procedures for the firm. David was not only a very efficient, competent, and intuitive trader but helped our team and company in multiple other areas including technology, operations, performance analysis, trade execution analysis, and compliance. Dave showed excellent organization skills, creativity in problem solving, and proficient communication ability. Ergo, he continued to amaze us with the ease he would learn and master new areas of the asset management business. Incredibly, this may not be his best attribute. The investment management can be very stressful, but David exhibited rare qualities for someone who performs at such a high level including patience, tolerance, kindness and a great sense of humor. Quite simply, David was fun and a joy to work with. I give David the highest recommendation for professionalism and character. David L Ruff, CFA Senior Portfolio Manager Salient Partners, LLC
Hwee-See Teng
Excellent team worker, brilliant solution provider, speedy implementation, friendly and helpful disposition. Always a successful collaboration. Wonderful time work with!
David Ruff
It was my great pleasure to work with David for eight years from the Summer 2009 through Spring 2017 at Forward Management and Salient Partners. David worked as a trader supporting our portfolio management team as well as other teams at Salient trading U.S. equities, foreign equities, bonds, futures, derivatives and other specialized securities. Additionally, he updated, improved, and developed new trading and operating procedures for the firm. David was not only a very efficient, competent, and intuitive trader but helped our team and company in multiple other areas including technology, operations, performance analysis, trade execution analysis, and compliance. Dave showed excellent organization skills, creativity in problem solving, and proficient communication ability. Ergo, he continued to amaze us with the ease he would learn and master new areas of the asset management business. Incredibly, this may not be his best attribute. The investment management can be very stressful, but David exhibited rare qualities for someone who performs at such a high level including patience, tolerance, kindness and a great sense of humor. Quite simply, David was fun and a joy to work with. I give David the highest recommendation for professionalism and character. David L Ruff, CFA Senior Portfolio Manager Salient Partners, LLC
Hwee-See Teng
Excellent team worker, brilliant solution provider, speedy implementation, friendly and helpful disposition. Always a successful collaboration. Wonderful time work with!
David Ruff
It was my great pleasure to work with David for eight years from the Summer 2009 through Spring 2017 at Forward Management and Salient Partners. David worked as a trader supporting our portfolio management team as well as other teams at Salient trading U.S. equities, foreign equities, bonds, futures, derivatives and other specialized securities. Additionally, he updated, improved, and developed new trading and operating procedures for the firm. David was not only a very efficient, competent, and intuitive trader but helped our team and company in multiple other areas including technology, operations, performance analysis, trade execution analysis, and compliance. Dave showed excellent organization skills, creativity in problem solving, and proficient communication ability. Ergo, he continued to amaze us with the ease he would learn and master new areas of the asset management business. Incredibly, this may not be his best attribute. The investment management can be very stressful, but David exhibited rare qualities for someone who performs at such a high level including patience, tolerance, kindness and a great sense of humor. Quite simply, David was fun and a joy to work with. I give David the highest recommendation for professionalism and character. David L Ruff, CFA Senior Portfolio Manager Salient Partners, LLC
Hwee-See Teng
Excellent team worker, brilliant solution provider, speedy implementation, friendly and helpful disposition. Always a successful collaboration. Wonderful time work with!
David Ruff
It was my great pleasure to work with David for eight years from the Summer 2009 through Spring 2017 at Forward Management and Salient Partners. David worked as a trader supporting our portfolio management team as well as other teams at Salient trading U.S. equities, foreign equities, bonds, futures, derivatives and other specialized securities. Additionally, he updated, improved, and developed new trading and operating procedures for the firm. David was not only a very efficient, competent, and intuitive trader but helped our team and company in multiple other areas including technology, operations, performance analysis, trade execution analysis, and compliance. Dave showed excellent organization skills, creativity in problem solving, and proficient communication ability. Ergo, he continued to amaze us with the ease he would learn and master new areas of the asset management business. Incredibly, this may not be his best attribute. The investment management can be very stressful, but David exhibited rare qualities for someone who performs at such a high level including patience, tolerance, kindness and a great sense of humor. Quite simply, David was fun and a joy to work with. I give David the highest recommendation for professionalism and character. David L Ruff, CFA Senior Portfolio Manager Salient Partners, LLC
Hwee-See Teng
Excellent team worker, brilliant solution provider, speedy implementation, friendly and helpful disposition. Always a successful collaboration. Wonderful time work with!
Experience
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FalconX
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United States
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Investment Management
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100 - 200 Employee
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Head of Institutional Coverage
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Jul 2022 - Present
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Product Manager
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Mar 2021 - Oct 2022
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Glass Compliance Inc.
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United States
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Financial Services
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Co-Founder
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Dec 2019 - Present
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Ridgeline
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United States
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Software Development
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300 - 400 Employee
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Product Manager
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May 2020 - Feb 2021
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Blockforce Capital
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United States
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Financial Services
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1 - 100 Employee
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Chief Investment Officer
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Jul 2018 - Dec 2019
Coming off the successful launch of BLCN, an ETF that quantitatively ranks public equities on their impact and innovation in the blockchain space, Reality Shares wanted to spin up a private fund business focused on cryptocurrency - and Blockforce was born. I led the efforts to recruit a world-class data science team and headed up the development of a quantitative hedge fund platform focused on an institutional product that invested in liquid cryptocurrencies; this enabled investors to participate in the fintech revolution while appropriately mitigating risk and taking advantage of market inefficiencies. I was the chief product designer and team lead to create an internal risk management analytics engine designed to give real-time analytics of the fund strategies and allocations as well as overhaul and improve the operational processes associated with cryptocurrency investments. Brand management was paramount, and my goal was to establish Blockforce as a critical institutional powerhouse in the emerging asset class through investor relations, content creation, due diligence, and counterparty risk evaluation. I also co-authored our response letter to Dalia Blass, on why the SEC should allow a bitcoin ETF. Show less
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AlphaStream Analytics
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United States
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Financial Services
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Founder
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Dec 2016 - Dec 2018
After several years in institutional finance, I founded Alphastream to build a consulting and software business focused on fintech risk management and operational efficiency improvement for hedge funds and asset managers. As a consultant, I was the project manager for multiple order management (OMS) and risk management system conversions (Bloomberg AIM, Ezecastle, Charles River), concentrating on the improvement of workflows while enhancing the firm's value from their software vendors. I also designed an order management system tailored to startup hedge funds and asset managers, hiring onsite and remote software developers, sales, and operations personnel to build a product that enhanced the operational efficiency versus the incumbents in the space. Show less
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Salient
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Financial Services
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1 - 100 Employee
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Trader/Portfolio Manager/Investment Operations Lead
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Aug 2009 - Apr 2017
My career started in back-office operations, and I quickly rose into portfolio management and trading by focusing on improving operational processes and adding value through product creation and enhancement. Throughout my time at Salient, I straddled the lines between investments, operations, and technology- concentrating on improved transparency and efficiency in cross-departmental initiatives. After a merger between two multi-billion dollar asset managers, I was charged with project management and led the firm's investment and operational overhaul between the two companies. I led the firm's international and emerging trading desk and operations, overseeing $16b in traded assets in 2016, and implemented a trade slippage review process that resulted in $5M in cost-cutting. I also improved back-office functionality, automating the trade settlement and reconciliation processes, which resulted in a 75% time savings. On the investments side, I focused on trading and risk portfolio management in highly volatile asset classes like emerging markets and biotech. I was also a co-portfolio manager on a hybrid quantitative/fundamentally driven strategy surrounding boosting yields for dividend portfolios with a tactical overlay and developed a number of quantitative-based portfolio management tools to manage exposure and risk. I hedged risk through options and futures, traded volatility, and dove deep into investment opportunities through fundamental and quantitative research. Show less
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Kensington Investment Group
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Financial Services
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1 - 100 Employee
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Operations/Accounting
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Aug 2007 - Aug 2009
Collaborated with other associates to provide accounting support and to manage accounts. Developed new policies focus on reducing costs and delivering critical business intelligence to other associates promptly. Integrated automation technologies into business operations, including an automated reconciliation platform that reduced reconciliation times by 75%. Collaborated with other associates to provide accounting support and to manage accounts. Developed new policies focus on reducing costs and delivering critical business intelligence to other associates promptly. Integrated automation technologies into business operations, including an automated reconciliation platform that reduced reconciliation times by 75%.
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Education
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Penn State University
Bachelor of Science - BS, Finance, General
Community
