Experience

Deep Knowledge Investing

• United States
• Financial Services
• 1 - 100 Employee

• Managing Partner

  • Jan 2020 - Present

  We provide independent and actionable stock ideas and financial market research to sophisticated investors. We have a consistent focus on identifying and analyzing those aspects of selected investments the market is missing. o Deep Knowledge Company Research: These are complete reports explaining an actionable investment thesis. There is a consistent focus on identifying and analyzing those aspects of selected investments the market is missing. o Deep Knowledge Follow-Up Pieces: These are shorter 1-3 page reports updating subscribers on specific aspects of an investment as well as changes to the target price. We believe regular monitoring and follow-up is crucial to the most successful investment processes. o Market Commentary: Timely notes examining political, economic, or market events. Starting in late February of 2020, we published a series of 4 pieces in 3 weeks recommending shorting the market ahead of the coming Covid-19 related shutdowns. Show less



TERRA - Terra Group Holdings

• Malaysia
• Construction
• 1 - 100 Employee

• Strategic Advisor

  • Jan 2012 - Present

  Strategic Advisor to Terra Group, an opportunistic investment group engaged in the creation, acquisition, ownership, management and operation of private businesses and commercial real estate. Strategic Advisor to Terra Group, an opportunistic investment group engaged in the creation, acquisition, ownership, management and operation of private businesses and commercial real estate.



World Business Angels Investment Forum

• Türkiye
• Capital Markets
• 1 - 100 Employee

• Senator

  • Nov 2020 - Present

  As an affiliated partner of the G20 Global Partnership for Financial Inclusion (GPFI), the World Business Angels Investment Forum (WBAF) is committed to collaborating globally to empower the economic development of the world by fostering innovative financial instruments for startups, scaleups, innovators, entrepreneurs, and SMEs. As an affiliated partner of the G20 Global Partnership for Financial Inclusion (GPFI), the World Business Angels Investment Forum (WBAF) is committed to collaborating globally to empower the economic development of the world by fostering innovative financial instruments for startups, scaleups, innovators, entrepreneurs, and SMEs.



The Institute for Applied Decisional Sciences

• Director

  • Dec 2019 - Jun 2022

  The Institute for Applied Decisional Sciences was founded by John and Alex Krubski, the authors of Breaking Genius, How you can use thinking whole to to achieve repeatable moments of genius, on demand, for your team, your organization, and your self. The firm specializes in accomplishing in one day what large consulting firms do in months. The Institute for Applied Decisional Sciences was founded by John and Alex Krubski, the authors of Breaking Genius, How you can use thinking whole to to achieve repeatable moments of genius, on demand, for your team, your organization, and your self. The firm specializes in accomplishing in one day what large consulting firms do in months.



Silver Arrow Investment Management, LLC

• Managing Partner and Senior Portfolio Manager

  • Oct 2011 - Dec 2019

  • Senior Portfolio Manager of a high-return concentrated long fund with options-based hedging. We're a research-intensive growth-oriented equity fund, and we outperformed the S&P 500 by almost 100% over 8 years. • Wrote a book about investing in the rapidly changing media industry called TV is Next. • Appeared on CNBC's Squawk Box to discuss healthcare companies. Multiple appearances on Bloomberg West TV to discuss media companies. Written work has been featured on SumZero, Whitney Tilson's Value Investing Letter, Benzinga, Market Folly, and Absolute Returns. Quoted in The Wall Street Journal and published in Barron's. Show less



GEB Consulting

• Italy
• Business Consulting and Services
• 1 - 100 Employee

• Managing Partner

  • Jan 2009 - Oct 2011

  • Served as head of Private Equity/Venture Capital group for Amphor Advisors, an investment fund where I sourced and evaluated investment opportunities. Conducted detailed due diligence which included management interviews, site visits, negotiation of investment price and terms, review of legal documents, and preparation of marketing documents. Worked with management teams on operations and financials after making investments. • Made investments in an organic baby food company which grew revenue by 1,472% in year four (2013), and an all natural eco-friendly shaving products company which grew revenue by 361% in year five (2014). • Advised start-up venture firm on marketing, investment strategy, operations, and fund formation of a series of industry-specific venture capital funds based in Brazil. • Consulted with a New York based private equity firm on the due diligence and capital raising needs of an internet-based B2B firm and advised a fitness firm regarding medical fitness centers. Show less



Akita Capital Management, LLC

• Managing Partner and Founder

  • Apr 2005 - Oct 2008

  • One of two Portfolio Managers responsible for idea generation, research, execution of long and short investments, trading, and risk and exposure management. The strategy was research-intensive value-oriented long/short equity. • Responsible for all aspects of building a new investment management firm including investment strategy, marketing materials, capital raising, legal document creation and negotiation, real estate, and investment resources and technology. • One of two Portfolio Managers responsible for idea generation, research, execution of long and short investments, trading, and risk and exposure management. The strategy was research-intensive value-oriented long/short equity. • Responsible for all aspects of building a new investment management firm including investment strategy, marketing materials, capital raising, legal document creation and negotiation, real estate, and investment resources and technology.



John A. Levin & Co.

• Investment Management
• 1 - 100 Employee

• Senior Analyst

  • Jan 2004 - Apr 2005

  • Responsible for idea generation, research, and execution of long and short investments for the firm’s alternative investment strategies. • Exercised investment discretion and made the firm money in each of the 15 positions initiated. • Responsible for idea generation, research, and execution of long and short investments for the firm’s alternative investment strategies. • Exercised investment discretion and made the firm money in each of the 15 positions initiated.



Brahman Capital

• United States
• Investment Management
• 1 - 100 Employee

• Securities Analyst

  • Sep 2000 - Sep 2003

  • Sourced or evaluated profitable long and short ideas across a wide range of industries resulting in positions which accounted for 40% to 50% of capital. Investment discipline focused on valuation, free cash flow, business quality, management quality, and limitation of risk. • Developed a network of value and event-oriented investors for idea and information exchange including a series of well-attended healthcare lunches. • Responsible for Brahman’s healthcare portfolio which was a significant reason for the firm’s excellent performance during those three years (up approximately 64%). Show less



Seneca Capital

• Investment Management
• 1 - 100 Employee

• Securities Analyst

  • Aug 1993 - Apr 1997

  • Performed analysis of special situations including merger arbitrage, spin-offs, private placements, recapitalizations, asset sales, dutch auctions, and convertible arbitrage in all industries. • Created dynamic and static hedging strategies and synthetic positions using derivatives, convertible securities, newly issued securities, and short positions. • Requested by employer at Smith New Court to join him in starting Seneca Capital, a new hedge fund, when Smith New Court was acquired. Show less


Morgan Stanley
• United States
• Financial Services
• 700 & Above Employee
• Mergers & Acquisitions - Analyst

  • Jul 1991 - Jul 1993