Jules Hull Jules Hull

Eric Fernandez Eric FernandezBefore founding TRA, Eric Fernandez was Senior Strategist at an Institutional Investor (II) ranked independent research firm. Previously, he was employed at Salomon Smith Barney, Oppenheimer and Kleinwort Benson in the Mergers and Acquisitions groups. Prior to his M&A work, he was a credit analyst involved in leveraged lending and distressed debt restructurings with US and European financial institutions.

Ed Steele Ed SteeleEd is a Founder. Ed has more than two decades experience as a top-rated equity analyst, including more than a dozen years of publishing accounting and annual report analysis inside major investment banks (most recently Citi).

Pierre-Olivier Essig Pierre-Olivier EssigPierre-Olivier is the Founder and Head of Research at AIR. Born in Barcelona, Spain, he later moved to Switzerland to study Business in La Chaux-de-Fonds. With over 30 years of Investment experience through years with UBS, BBL, CIBC and Paribas, and AIR, he has been providing independent fundamental research in European Equities to renowned institutions around the globe for the last 25 years.

Jay Van Sciver Jay Van SciverJay is the Industrials & Materials Sector Head, Partner, and Executive Committee Member at Hedgeye Risk Management. The Industrials & Materials research team offers unique insights into cyclical, secular, structural, and value creation dynamics within what are often misunderstood, niche industries. He was awarded the inaugural Call of The Year (COTY) award in 2020 for FDX/Air Cargo. Before joining Hedgeye, Jay began his coverage of cyclical industries on the buyside at Brown Brothers Harriman, where he generated robust alpha and was promoted to head Industrials coverage. He later joined LaBranche LLC, where he was a Managing Director and became head of an upstairs proprietary trading desk. Prior to leaving LaBranche LLC, Jay led the firm’s market-making algorithmic trading program, requiring significant risk management and quantitative strategy oversight. Jay then joined a Long/Short Fund seeded by LaBranche, Bishop & Carroll Capital Partners, where he was a partner overseeing investment in cyclical industries. Jay earned a Bachelor of Science degree in Chemistry from Yale University, where he was awarded a Howard Hughes Medical Institution Fellowship for his research. While working at Brown Brothers, Jay pursued coursework in business, accounting, and data analytics at New York University. Jay is a CFA Charterholder, was an All-American swimmer and collegiate water polo player, and enjoys reading, fitness activities, and time with his family. He is widely recognized as ‘not great’ at tennis, a game he nonetheless enjoys.

Martin Pradier Martin Pradier

Jules Hull Jules Hull

Tom Chanos Tom Chanos

Zach Shannon Zach ShannonZach, Founder, has more than 20 years of short expertise. He started his career as an analyst at Gradient Analytics, an independent research firm focused on forensic accounting, earnings quality, and executive behaviour, eventually serving as the director of content and overseeing most of the firm’s research. Mr. Shannon also spent more than 10 years on the buyside, working as the “short specialist” for three hedge funds (including four years at a shortonly fund). Mr. Shannon is a CFA Charterholder and received his MBA from the NYU Stern School of business with an emphasis in accounting and quantitative finance.

Andrew O'Flaherty Andrew O'Flaherty

John Zolidis John ZolidisJohn has followed retail and restaurants as a senior analyst since 1999, mostly on the sell- side. He also managed money in a buy-side role at a long-short equity fund over 2013-2014. He was named in the Wall Street Journal’s Best on the Street list.

Dr. Aaron Fletcher Dr. Aaron FletcherDr. Aaron, Managing Partner & Co-Founder, has a PhD in Biochemistry from Colorado State University and is currently a visiting professor in Biochemistry and Cell Biology at Dallas Baptist University; he has been a consultant in the financial industry since 2006. The Bios’ research effort is composed of Aaron and three additional analysts. Each of the analysts have Masters’ in Public Health or PhDs from leading academic institutions.

Josef Schmalfuss Josef SchmalfussJosef is the founder and CEO. He has spent 12 years as equity investor, 7 of which as a hedge fund partner at Portsea Asset Management (global equity L/S hedge fund). As a recognised industry leader in Alternative Data for Fundamental Investing, Josef is a regularly invited Conference Speaker, Alt Data Shark Tank Judge, and a Guest Lecturer at The University of Oxford in “Alternative Data for Fundamental Investing”.

Jules Hull Jules Hull

Kian Ghazi Kian GhaziPrior to Hawkshaw Research, Kian is a co-founded and ran Hawkshaw Capital Management, a $125-million-in-AUM Registered Investment Advisor (2003-2012). The fund utilized a research intensive, value-oriented, longshort investment strategy with a heavy emphasis on deepdive, primary research. Prior to Hawkshaw, Kian was a founding analyst at Midtown Capital, a value-oriented, long/short equity fund that scaled to over $1 billion in AUM (1998-2002). He was also a covering analyst at Lehman Brothers (1995-1998). Kian received his MBA from Wharton (1995) and his BS from NYU (1991).

Marni Shapiro Marni Shapiro

Tom Morphis Tom MorphisPrior to founding Sales Pulse Research, Tom Morphis spent 20+ years in network infrastructure sales. Tom has held field management and executive positions at Network Systems/ Storage Technologies, FORE Systems/Ericsson, Loudcloud and Netex Software. Tom’s positions have included VP of Sales, Area VP, Sales Director and Account Executive.

Eric Fernandez Eric FernandezBefore founding TRA, Eric Fernandez was Senior Strategist at an Institutional Investor (II) ranked independent research firm. Previously, he was employed at Salomon Smith Barney, Oppenheimer and Kleinwort Benson in the Mergers and Acquisitions groups. Prior to his M&A work, he was a credit analyst involved in leveraged lending and distressed debt restructurings with US and European financial institutions.

Ed Steele Ed SteeleEd is a Founder. Ed has more than two decades experience as a top-rated equity analyst, including more than a dozen years of publishing accounting and annual report analysis inside major investment banks (most recently Citi).

Robert Prather Robert PratherRobert is an Experienced President with a demonstrated history of working in the investment management industry. Strong professional skilled in Equity Research, Portfolio Management, Hedge Funds, Entrepreneurship, and Venture Capital.

John Zolidis John ZolidisJohn has followed retail and restaurants as a senior analyst since 1999, mostly on the sell- side. He also managed money in a buy-side role at a long-short equity fund over 2013-2014. He was named in the Wall Street Journal’s Best on the Street list.

Mark Pacitti Mark Pacitti

Jeff Middleswart Jeff MiddleswartJeff joined Behind the Numbers in 1993 as an analyst, later progressing to Director of Research and President. He has also served as Assistant Portfolio Manager of the Global Income and Growth Fund of Ranger International. Prior to joining Behind the Numbers, he served as Senior Analyst at Barre & Co., focusing on distressed debt. He has appeared on CNBC and has been cited in the WSJ, Barron’s, Business Week, et.al. Jeff received a B.B.A in Finance from Texas Christian University.

Tom Beevers Tom BeeversThomas co-founded Forensic Alpha in 2014 and was previously a fund manager at Newton Investment Management in London, where he managed in excess of $1.5bn AUM.

Tom Chanos Tom Chanos

Amit Roy Amit RoyPrior to founding Foveal LLP in 2014, Amit was a Managing Director at Nomura and Head of European Healthcare Equity Research since 2008, having joined from Citigroup. Dr Roy has been continually ranked highly by Institutional Investor in Europe, most recently as the top ranked individual analyst 4 years in a row taking his team to the top 3 three times. He has consistently demonstrated a strong track record on predicting the outcomes of key catalysts and value drivers in the sector for 20 years.

Kian Ghazi Kian GhaziPrior to Hawkshaw Research, Kian is a co-founded and ran Hawkshaw Capital Management, a $125-million-in-AUM Registered Investment Advisor (2003-2012). The fund utilized a research intensive, value-oriented, longshort investment strategy with a heavy emphasis on deepdive, primary research. Prior to Hawkshaw, Kian was a founding analyst at Midtown Capital, a value-oriented, long/short equity fund that scaled to over $1 billion in AUM (1998-2002). He was also a covering analyst at Lehman Brothers (1995-1998). Kian received his MBA from Wharton (1995) and his BS from NYU (1991).

Pranav Bhavsar Pranav BhavsarPranav brings in more than 15 years of experience in Indian Equities. He covers research on consumer themes and companies operating in India or global companies that have significant exposure to India or the Indian economy. The research methodology he uses focuses on carrying out on-the-ground channel checks that include Supplier/ Distributor/Customer interactions, access to industry experts, and bespoke primary data sources.

Nick Sawrikar Nick SawrikarNick has been with Verbatim Advisory Group for 18 years. Previous to that he was Chief Financial Officer at a software startup and before that an equity analyst with Zurich Financial Services.

Tom Beevers Tom BeeversThomas co-founded Forensic Alpha in 2014 and was previously a fund manager at Newton Investment Management in London, where he managed in excess of $1.5bn AUM.

Amit Roy Amit RoyPrior to founding Foveal LLP in 2014, Amit was a Managing Director at Nomura and Head of European Healthcare Equity Research since 2008, having joined from Citigroup. Dr Roy has been continually ranked highly by Institutional Investor in Europe, most recently as the top ranked individual analyst 4 years in a row taking his team to the top 3 three times. He has consistently demonstrated a strong track record on predicting the outcomes of key catalysts and value drivers in the sector for 20 years.

Richard Kramer Richard KramerRichard was for four years #1 ranked technology analyst in Europe at Goldman Sachs, and prior to that, worked for Nortel and at a prestigious Columbia University economics think tank.

Tom Chanos Tom Chanos

Blake Pate Blake PateBlake is Vice President of Investments at Bios Partners where he joined in May 2019. At Bios, Blake focuses on investment due diligence, deal flow, and frequently attends banking conferences and medical meetings. Blake also serves as Vice President of Bios Research, a financial services firm that provides public equity research in the healthcare space tailored to institutional firms. Prior to joining Bios Partners, Blake received his BS in Biology and a business minor in May 2019. He also trained in biostatistics, data analysis, and algorithm development while assisting the HPV Working Group at the Yale University School of Medicine. Most recently, Blake received his Master of Science in Biotechnology with a concentration in Enterprise and Entrepreneurship at Johns Hopkins University.

Ed Steele Ed SteeleEd is a Founder. Ed has more than two decades experience as a top-rated equity analyst, including more than a dozen years of publishing accounting and annual report analysis inside major investment banks (most recently Citi).

Will Frazier Will Frazier

Robert Prather Robert PratherRobert is an Experienced President with a demonstrated history of working in the investment management industry. Strong professional skilled in Equity Research, Portfolio Management, Hedge Funds, Entrepreneurship, and Venture Capital.

Dr Elliot Favus Dr Elliot FavusDr. Favus is a pharmaceutical equity research specialist with buyside and sellside experience, including Senior Analyst roles at Och Ziff and Lazard. Earlier in his career, Dr. Favus spent 10 years working on human genetics projects at Harvard Medical School and the University of Chicago.

Ed Steele Ed SteeleEd is a Founder. Ed has more than two decades experience as a top-rated equity analyst, including more than a dozen years of publishing accounting and annual report analysis inside major investment banks (most recently Citi).

Rob Larity Rob Larity

Neeraj Monga Neeraj MongaNeeraj has 22 years of fundamental investment research experience. Neeraj has been profiled in some of the leading newspapers and magazines of the world and has been a regular commentator on CNBC Asia, BNN Bloomberg and other media properties.

Jack Stonehouse Jack Stonehouse

Thomas Chanos Thomas ChanosThomas established Badger Consultants LLC in 1994 to provide independent short research for hedge funds. He has since expanded to include independent long research as well. Prior to founding Badger Consultants, Thomas was Vice President of A.G Edwards & Sons, Inc.

Teun Teeuwisse Teun Teeuwisse

Mark Hiley Mark HileyMark started his career at Fidelity in 2001. In 2004, he joined Trafelet & Company UK LLP for the launch of Delta Fund Europe. He worked as a member in the investment team for five years. Mark founded The Analyst in 2010 with the vision of building a market-leading, and independent, research platform providing strong equity ideas for like-minded investors.

Eric Fernandez Eric FernandezBefore founding TRA, Eric Fernandez was Senior Strategist at an Institutional Investor (II) ranked independent research firm. Previously, he was employed at Salomon Smith Barney, Oppenheimer and Kleinwort Benson in the Mergers and Acquisitions groups. Prior to his M&A work, he was a credit analyst involved in leveraged lending and distressed debt restructurings with US and European financial institutions.

Rickin Thakrar Rickin ThakrarRickin has 15 years of experience trading and researching equities with a focus on consumer, biotech, and technology stocks. Rickin was Starmine top stock picker in 2015 for European Food Retail, has been rated top one to top five as a sector analyst with hedge funds and institutions and has had multiple top-decile trading performances in Alpha Capture platforms. He has worked at Espirito Santo Investment Bank, Mainfirst, JP Morgan and Redburn Partners. Rickin has an MSc from the London School of Economics and is originally from Toronto, Canada.

Brent Miller Brent Miller

Neeraj Monga Neeraj MongaNeeraj has 22 years of fundamental investment research experience. Neeraj has been profiled in some of the leading newspapers and magazines of the world and has been a regular commentator on CNBC Asia, BNN Bloomberg and other media properties.

Teun Teeuwisse Teun Teeuwisse

Britt McLoy Britt McLoyBritt is a Principal Analyst at Off Wall Street.

Kurt Feshbach Kurt FeshbachKurt is the Co-Founder & Director of Research at The Bindle Paper. Kurt brings 36 years of experience shorting stocks and founded the world’s largest short- only hedge fund by AUM, Feshbach Brothers. Kurt’s firm averaged 37% annualised performance through his use of an investigative approach to notable names. Since 1993, Mr. Feshbach managed a boutique to provide research and services to select institutional and individual clients serving numerous top 50 funds.

Dr Elliot Favus Dr Elliot FavusDr. Favus is a pharmaceutical equity research specialist with buyside and sellside experience, including Senior Analyst roles at Och Ziff and Lazard. Earlier in his career, Dr. Favus spent 10 years working on human genetics projects at Harvard Medical School and the University of Chicago.

Zhiping Zhao Zhiping ZhaoZhiping, Founder, Before founding 280First in 2014, Zhiping has held positions as Senior Analyst at both CreditSights and Sanford C. Bernstein, Founder of Quantumbuy and Management Consultant at McKinsey & Company.

Thomas Chanos Thomas ChanosThomas established Badger Consultants LLC in 1994 to provide independent short research for hedge funds. He has since expanded to include independent long research as well. Prior to founding Badger Consultants, Thomas was Vice President of A.G Edwards & Sons, Inc.

Jon Telgener Jon Telgener

Mark Hiley Mark Hiley

Jeff Middleswart Jeff MiddleswartJeff joined Behind the Numbers in 1993 as an analyst, later progressing to Director of Research and President. He has also served as Assistant Portfolio Manager of the Global Income and Growth Fund of Ranger International. Prior to joining Behind the Numbers, he served as Senior Analyst at Barre & Co., focusing on distressed debt. He has appeared on CNBC and has been cited in the WSJ, Barron’s, Business Week, et.al. Jeff received a B.B.A in Finance from Texas Christian University.

Jay Van Sciver Jay Van SciverJay is the Industrials & Materials Sector Head, Partner, and Executive Committee Member at Hedgeye Risk Management. The Industrials & Materials research team offers unique insights into cyclical, secular, structural, and value creation dynamics within what are often misunderstood, niche industries. He was awarded the inaugural Call of The Year (COTY) award in 2020 for FDX/Air Cargo. Before joining Hedgeye, Jay began his coverage of cyclical industries on the buyside at Brown Brothers Harriman, where he generated robust alpha and was promoted to head Industrials coverage. He later joined LaBranche LLC, where he was a Managing Director and became head of an upstairs proprietary trading desk. Prior to leaving LaBranche LLC, Jay led the firm’s market-making algorithmic trading program, requiring significant risk management and quantitative strategy oversight. Jay then joined a Long/Short Fund seeded by LaBranche, Bishop & Carroll Capital Partners, where he was a partner overseeing investment in cyclical industries. Jay earned a Bachelor of Science degree in Chemistry from Yale University, where he was awarded a Howard Hughes Medical Institution Fellowship for his research. While working at Brown Brothers, Jay pursued coursework in business, accounting, and data analytics at New York University. Jay is a CFA Charterholder, was an All-American swimmer and collegiate water polo player, and enjoys reading, fitness activities, and time with his family. He is widely recognized as ‘not great’ at tennis, a game he nonetheless enjoys.

Thomas Beevers Thomas Beevers

Robert Prather Robert PratherRobert is an Experienced President with a demonstrated history of working in the investment management industry. Strong professional skilled in Equity Research, Portfolio Management, Hedge Funds, Entrepreneurship, and Venture Capital.