Gregory Stoner

Gregory Stoner

US Army Aviation Officer

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  • Timeline

  • About me

    Pursuing Alpha with ETFs | Twin Oak | MIT | USMA

  • Education

    • Massachusetts Institute of Technology - Sloan School of Management

      2018 - 2020
      Master of Business Administration - MBA Business Administration and Management, General

      Studies included capstone projects for Harvard Management Company & MIT Health Clinic★ RA Capital and Toigo Fellow★ Best performing long idea 2018 UNC Alpha Challenge - "Year after Pat Hartley Award (2019)"★ Certificates in Healthcare, Finance and all but capstone in Analytics

    • United States Military Academy at West Point

      2005 - 2009
      Bachelor of Science - BS Economics

      Activities and Societies: Investment Club, Ethics Club, Sprint Football, Dean's List, Distinguished Cadet As a USMA grad, I've sought leadership roles where I invest in people to achieve extraordinary results.

  • Experience

    • US Army

      May 2009 - Jul 2018
      US Army Aviation Officer

      ◆ Commanded 10+ Aircraft and Crews ◆ Led Staff driving 500-Person Org As an Aviation Officer and Pilot, led operations, logistics, tech & HR at multiple levels through 2 successful combat tours earning flight qualifications as an Air Mission Commander, Pilot in Command, and Unit Trainer• Led maintenance, HR, training, safety, and ops for 10-15 aircraft / crews during Afghan drawdown• Orchestrated precision "air assault" operations across three subregions simultaneously (60 aircraft) • Reinvigorated 82nd Airborne's approach to "air assault" operations for 1000+ "troopers"Excelled as a transformational leader leveraging detailed understanding of pilots, maintainers, & senior staffs to drive impactful aviation operations across geographies Show less

    • Adage Capital Management, L.P.

      Sept 2018 - Aug 2019
      Equity Research Analyst

      ◆ Earnings Diligence ◆ Developed Framework for Nascent IndustryAs an Equity Research Analyst, I maintained 70 financial models / theses while providing in depth diligence on 7 ideas across the large pharma and SmidCap biotech sector • Contributed to L/S market neutral portfolio strategy for Therapeutics including Cannabis• Conducted 5 private company / data room diligences for both therapeutic and cannabis sectors• Focused on rare disease (hematologic oncology), gene therapies, neuroscience, ADCs, & OligonucleotidesMember of world class investment team that served as a learning environment that drove significant outperformance in subsequent roles Show less

    • SCION ASSET MANAGEMENT, LLC

      Apr 2020 - Jan 2023

      ◆ Improved Idea Velocity to 630 in 3 years ◆ 52% Slugging PercentageAs Director of Research, I developed an idea generation and training process that enabled 2 junior analysts to rapidly and significantly contribute ideas to portfolio • Several >10x investment returns by expanding qualitative assessments with quant tools • Portfolio outperformed >4x on 1 year basis, and >3x on 3 year basis comprised of dozens of my ideas • Developed training program to expedite modeling, diligence, and assess trading dynamics (globally)Comfortable managing investment theses/positions across geographies and asset classes (EU, Japan, Hong Kong, Equities, [Distressed] Fixed Income, Derivatives, Commodities, Special Situations) with positive returns >59% of time (batting average), and returns >50% within 12 months 52% of the time (slugging %) Show less

      • Director of Research

        Apr 2022 - Jan 2023
      • Analyst

        Apr 2020 - Apr 2022
    • Strategy&

      Jan 2023 - Jun 2024
      Manager, Corporate Development / M&A

      ◆ BizDev/Delivery For Startup Practice that drove $400MM+ to Firm As a CDS leader, drove "Go-To-Market" approach for therapeutics pipeline advisory and led project delivery (5-11 people) across fortune 50 financial services sector clients • Introduced 3 new service offerings with pricing schemes to better serve clients (2 pending clients)• Increased C-Suite touchpoints expanding 3 major client relationships (>$2MM incremental projects)• Routinely recognized as operating "well above level" with peer and leadership nominated bonusesMember of leadership team that establishes a new, more efficient approach to working with clients and helping them deliver on a deal at any point in the cycle: from growth strategy and creation to deal execution and value creation. Show less

    • Twin Oak ETF Company

      Jun 2024 - now
      Managing Director / Portfolio Manager ◆ Building High Quality ETFs

      As Managing Director & Portfolio Manager at Twin Oak ETF Company, I build and manage great investment products to meet bespoke client needs.

  • Licenses & Certifications

    • Commercial Pilot (CP)

      Federal Aviation Administration
      Jan 2010
    • Chartered Market Technician - Level I (CMT)

      CMT Association, Inc.
      Jan 2021
    • Securities Industry Essentials (SIE)

      FINRA
      Jan 2024
    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jan 2019
      View certificate certificate