Experience

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  Mackay shields llc

  May 1992 - May 1999

  Director and senior portfolio manager

  Senior Portfolio Manager for five Mainstay Funds, achieving positive gross returns year-over-year on all. Marketed and managed Mainstay Convertible Fund, driving asset increase from $20M to $1B, and achieving Fund # 1 Lipper ranking from 1993 to 1995, and 5-Star Morningstar ranking in 1995 and 1996. Managed duration of all fixed income assets in conjunction with the Chairman. Served as liaison between equity and fixed income groups using forward looking equity market data. Lead Manager for all Multi-Strategy Funds, allocating between high yield, convertible securities, dividend stocks, growth stocks, value stocks and fixed income securities, achieving top quartile performance from 1996 to 1999.Founded Mainstay Equity Income Fund, cited in Business Week as one of Top 100 best risk-reward Funds, and ranked in Top 2% by Lipper in 1999, its initial year. Show less

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  Nebo management llc

  Oct 2000 - now

  Founding general partner

  Founder and Managing Partner of Market Neutral Fund created to capitalize on mean reversion and inefficiencies between groups of highly correlated companies. Utilize Quantitative Relative Value model with intensive fundamental research to substantiate all trades. Balance risk and sector neutrality through use of proprietary beta weightings, and appropriate derivatives, to hedge binomial event risk. Created proprietary risk measurement system reducing volatility, and ensuring market and sector neutrality. Use derivatives, futures, stock loan, and capital structure arbitrage to mitigate risk and enhance idea generation. Utilize various algorithm software to maximize trading efficiencies.Achieve 13% average annual returns with single digit volatility, and generate average annual profits of $1MM. Show less

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  Orbitex management

  Nov 2000 - Oct 2004

  President and chief investment officer

  Exclusively selected to assume the role of President for this $2BN Mutual Fund organization which aggressively managed sector Funds in Healthcare, Technology, Financials, Energy, and aggressive growth. Conducted all marketing functions, including broker presentations, media appearances, international road shows, and institutional marketing. Supervised and directed all M&A activity, including purchase of two mutual Fund companies and various separate fill-in Funds.Hired, and trained Portfolio Managers, Analysts, Traders and Adminstrators. Selected third party sub-managers. Created performance and risk benchmarks for Managers, and consulted with other departments: Legal / Compliance, Global Investing, Sales / Marketing, Accounting / Budgeting to align ownership objectives. Show less

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  Ian squared llc

  May 2010 - Mar 2016

  Managing partner

  Founded firm, capitalizing on an opportunity to lend to small and mid-size restaurants in New York area using long term leases as collateral to secure investments, and driving returns through interest payments and monetization of equity stakes. Collateralized lender to established restaurants to expand successful concepts or gain additional licenses / permits to generate increased revenue and profits. Evaluated business processes, transferability of potential ownership and financials to maintain maximum LTV of 25% or less. Acquired equity stake in addition to guaranteed monthly interest payments in 90% of investments. Reserved right to sell (turnkey) restaurants to another operator, while maintaining lease and licenses of business. Generated 17% returns per annum throughout 2016. Show less