CEO & Founder
Matthew Sherwood
Spent 15 years on Wall Street using data science, consumer sentiment, and securitization to take advantage of opportunities and inefficiencies. Now I am providing the same advantages in the content funding, acquisition, and distribution space.
Spent 15 years on Wall Street using data science, consumer sentiment, and securitization to take advantage of opportunities and inefficiencies. Now I am providing the same advantages in the content funding, acquisition, and distribution space.
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Experience
MMBB Financial Services
Director of Public Markets Investments
• Head of all manager selection and allocation relative to Hedge Funds and other Alternatives, Equities, Fixed Income, Commodities, and Foreign Exchange.
• Responsible... more for portfolio construction and strategy structuring relative to all liquid investments.
• Perform continuous analysis of all beta and alpha portfolios, with attention to skew, VaR, co/variance, stress-testing, Fama-French factor attribution and risk premia modeling, and all other aspects of downside, upside, and time risks.
• Deploy capital through derivatives, securities, illiquid assets, and external money managers based on strategic insights developed through the triangulation of hard-wired fundamental analysis, quantitative research, and the application of economic theory.
• Regularly research all asset classes and continuously maintain a sophisticated understanding of the global markets, as well as translate such research to the Executive Cabinet.
• Responsible... more for portfolio construction and strategy structuring relative to all liquid investments.
• Perform continuous analysis of all beta and alpha portfolios, with attention to skew, VaR, co/variance, stress-testing, Fama-French factor attribution and risk premia modeling, and all other aspects of downside, upside, and time risks.
• Deploy capital through derivatives, securities, illiquid assets, and external money managers based on strategic insights developed through the triangulation of hard-wired fundamental analysis, quantitative research, and the application of economic theory.
• Regularly research all asset classes and continuously maintain a sophisticated understanding of the global markets, as well as translate such research to the Executive Cabinet.
Columbia University
Adjunct Professor
• Guest lecturer on Global Financial Crisis, Equity Valuation, Shorting, and Asset Allocation for graduate (Master-level) students (2018).
The King's College
Adjunct Professor
• Guest lecturer for Business, Finance, and Investments (2015-2018).
• Presidentially-Appointed Faculty member.
• Fellow in Business & Finance.
• Presidentially-Appointed Faculty member.
• Fellow in Business & Finance.
Ivy Strategy
Chief Strategist
• Identified alpha-capturing opportunities within the capital markets and modeled risk accordingly.
• Performed extensive analysis of catalysts for upside and downside,... more and deployed derivatives in both a risk taking and risk managing capacity
• Continually managed risk (upside, downside, time, strategy, and systemic) and analyzed optimal entry and exit points.
• Generate ideas and make investment decisions across all asset classes, sectors, and global regions.
• Synthesize data in order to discover granular opportunities.
• Utilized quantitative insights as a precursor for the further analysis and application of portfolio construction.
• Performed extensive analysis of catalysts for upside and downside,... more and deployed derivatives in both a risk taking and risk managing capacity
• Continually managed risk (upside, downside, time, strategy, and systemic) and analyzed optimal entry and exit points.
• Generate ideas and make investment decisions across all asset classes, sectors, and global regions.
• Synthesize data in order to discover granular opportunities.
• Utilized quantitative insights as a precursor for the further analysis and application of portfolio construction.
Schonfeld
Sr. Proprietary Trader/Portfolio Manager
• Manage liquid products with a managed quantitative approach.
• Successful 7.2% out-performance of the S&P 500.
• Utilize relative value, fundamental analysis,... more managed quantitative input, and macroeconomic research methodology as part of the absolute return strategy.
• Effectively take advantage of events and special situations.
• Laid off along with 250 employees (40 groups), 30%+ of human capital.
• Successful 7.2% out-performance of the S&P 500.
• Utilize relative value, fundamental analysis,... more managed quantitative input, and macroeconomic research methodology as part of the absolute return strategy.
• Effectively take advantage of events and special situations.
• Laid off along with 250 employees (40 groups), 30%+ of human capital.
Access Global Partners
Portfolio Manager
• Performance; up 10% in 2007, up 18% in 2008, and up 6.5% in 2009, Managed portfolio with sole discretion. Max drawdown 4%.
• Evaluate M&A deals for risk arbitrage... more opportunities.
• Deploy capital through liquid products; currencies, rates, equities and commodities with a developed country and emerging markets focus.
• Actively executed trades in Asian, European, and US based steel, iron ore, copper, gold, silver, oil, and natural gas related equities, futures, sector swaps, commodity futures, and options.
• Utilize multiple event and special situation strategies, macroeconomic arbitrage, adr/ord equity convertible arbitrage, index arbitrage, exchange traded fund arbitrage, and statistical arbitrage.
• Conduct technical analysis, fundamental analysis, macroeconomic research, and event-driven research.
• Mastered a thorough and vast understanding of risk management and implementation, qualitative & quantitative research, and effective hedging strategies.
• Developed proprietary strategies, portfolio construction, and other absolute return strategies.
• Trade derivative products as part of my portfolio management and trading.
• Efficiently communicated pertinent information upward and downward the line of business, including the operations office and senior management.
• Support other portfolio managers, traders, and analysts in idea generation, asset allocation, and both market & product specific research.
• Evaluate M&A deals for risk arbitrage... more opportunities.
• Deploy capital through liquid products; currencies, rates, equities and commodities with a developed country and emerging markets focus.
• Actively executed trades in Asian, European, and US based steel, iron ore, copper, gold, silver, oil, and natural gas related equities, futures, sector swaps, commodity futures, and options.
• Utilize multiple event and special situation strategies, macroeconomic arbitrage, adr/ord equity convertible arbitrage, index arbitrage, exchange traded fund arbitrage, and statistical arbitrage.
• Conduct technical analysis, fundamental analysis, macroeconomic research, and event-driven research.
• Mastered a thorough and vast understanding of risk management and implementation, qualitative & quantitative research, and effective hedging strategies.
• Developed proprietary strategies, portfolio construction, and other absolute return strategies.
• Trade derivative products as part of my portfolio management and trading.
• Efficiently communicated pertinent information upward and downward the line of business, including the operations office and senior management.
• Support other portfolio managers, traders, and analysts in idea generation, asset allocation, and both market & product specific research.
Morgan Stanley
Analyst
• Planned and delivered extensive presentations to ultra high net worth individuals and institutional clients.
• Contributed to a team on deal structuring of mergers and... more acquisitions.
• Organized financial and strategic planning.
• Provided financial modeling and statistical analysis.
• Conducted in-depth product research and analysis.
• Contributed to a team on deal structuring of mergers and... more acquisitions.
• Organized financial and strategic planning.
• Provided financial modeling and statistical analysis.
• Conducted in-depth product research and analysis.
Employee
Education
About
Achievements
• Chief Investment Officer Next Generations Member (2019)
• Institutional Investor Emerging Leader Award (2017)
• Chief Investment Officer 40 under 40 Member (2017)
• Author of first-ever ESG Investing textbook. “Responsible Investing: An Introduction to Environmental, Social, and Governance Investments” (Routledge).
• Guide Dog Foundation and American Vet Dogs, Board Member and Investment Committee Member (2019-Present)
Skills
Q&A
What's your super power?
Relentless and smart work ethic