Investment Analyst
2019 - PRESENTSentry Investments - CI Global Asset Management- Combined technical mining knowledge, fundamental equity analysis, and quantitative trading analytical tools to contribute to a successful process of portfolio construction and management of US $600m AUM in mining sector equity funds.
- Developed a quantitative trend-momentum model to provide insight into program-driven trading behavior.
- Contributed to generate 1000 basis points of alpha versus benchmark year-to-date through July 2020.
Focus areas: gold and silverCo-founder
2012 - 2018Quantum Equity Growth Advisors- Co-developed proprietary quantitative trading software and systems that drove an automated trading strategy as well as investment consulting activities for institutional investors, investment dealers, and high net worth advisor clients.
- Conducted daily analysis and provided investment strategy updates on commodity and stock index futures while issuing trading recommendations that returned +9.4% versus a TSX loss of -10.3% over the same period.
- Managed all financial accounting, filing, and tax reporting responsibilities.
- Created slide decks and led presentations to potential partners, investors, and clients.
Focus areas: Equity Research, Stock Trading, Financial TechnologyQuantitative Trading Strategist and Equity Sales
2010 - 2012Jennings Capital- Presented daily commentary regarding actionable macroeconomic trading strategies, investment opportunities and risks in the commodity and equity markets to the internal sales and trading team as well as institutional clients.
- Advised sales team and clients of real-time trading opportunities and risks, resulting in increased commissions due to improved trading activity.
- Coordinated with the investment banking team to identify business development and capital raise opportunities for corporate clients based on proprietary trading and share purchasing trends.
Focus areas: Stock Trading, Equity ResearchResearch Consultant
2009 - 2010Beacor Research- Created proprietary cash flow return on invested capital models to generate U.S. equity investment recommendations for U.S. and Canadian institutional investors.
- Designed a model used by the TMX Group to compare the equity valuation and mineral resource estimates of publicly-traded metal and mining companies.
- Analyzed the uranium industry as well as active projects in the sector, compiling the research into a presentation for Boswell Capital, an independent advisory firm specializing in the mining, materials, and energy sector.
Focus areas: Market Research, Commodities, Quantitative Analysis, Equity Research AnalysisEquity Research Analyst
2005 - 2008Haywood Securities- Created comprehensive financial models and summary valuation analysis, and published investment ratings on 15+ TSX-listed small and mid-cap companies in the industrial, commodity, and technology sectors. Assessed macroeconomic, industry, and stock-specific factors while also engaging with senior management of covered companies.
- Presented investment recommendations to institutional clients including mutual funds, hedge funds, and pensions, targeting each pitch to the specific mandate and investment strategy of the client.
- Accompanied executive management of companies under coverage to marketing meetings with institutional clients, assisting in the communication of company strategy and outlook while ensuring alignment with the interest of investors.
- Assessed risks and opportunities, and conducted on-site visits as part of operational due diligence for prospective and current companies under coverage.
- Led a team of eight analysts and associates, and was the co-portfolio manager for the firm's proprietary "Return on Invested Capital" research product, as well as model portfolios.
Focus areas: Distressed/Special Situations, Commodities, Financial Technology, Equity Research
David Beasley
Finance Expert in Toronto, ON, Canada
Member since December 5, 2017
David is a multidisciplinary analyst with extensive experience in fundamental and quantitative equity research, financial modeling, forecasting, and valuation. His diverse skill set and background allow him to provide in-depth analysis and complete solutions to his clients' complex challenges. Freelancing enables David to apply his skills to new and interesting cases while partnering with clients to meet their financial expertise needs.
David is now available for hire
Career Highlights
- Sentry Investments - CI Global Asset Management
- Quantum Equity Growth Advisors
Education
- Western University Richard Ivey School of Business
Select Certifications
- CMT Association
- CFA Institute
Industry Expertise
- Fintech
Other Expertise
- Chartered Financial Analyst (CFA)
- Commodity Markets
- Equity Research
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Stock Analysis
- Technical Analysis
Employment
Education
- Master of Business Administration degree in Finance2003 - 2005Western University Richard Ivey School of Business - London, Ontario, Canada
- Bachelor of Commerce degree in Accounting1994 - 1998University of Toronto - Toronto, Ontario, Canada
Certifications
- Chartered Market Technician (CMT)JANUARY 2012 - PRESENTCMT Association
- Chartered Financial Analyst (CFA)APRIL 2008 - PRESENTCFA Institute
