Tarek Antaki, CFA, Finance Expert in Waikoloa, HI, United States
Tarek Antaki, CFA

Finance Expert in Waikoloa, HI, United States

Member since April 8, 2020
Tarek has 20 years of investment analyst experience across a broad spectrum of company stages (angel, venture, growth, mature) and geographies (US, Europe, MENA, and Africa) and public and private equity markets. He has invested or advised on over $250 million in investments throughout his career. Notable investments include Airbnb, Uber, Souq.com, SpaceX, MultiPlan, and EOS Energy. He looks forward to assisting clients with private and public equity research needs.
Tarek is now available for hire

Career Highlights

Education

Select Certifications

  • CFA institute

Case studies

Industry Expertise

Other Expertise

  • Company Research
  • Emerging Markets
  • Financial Analysis
  • Financial Modeling
  • Financial Statements
  • Industry Analysis
  • secondary investing

Employment

  • Investment Principal

    2008 - 2020
    ACE
    • Participated in all aspects of the investment process (e.g., sourcing, raising capital, researching, and monitoring) and on all stages of a company (e.g., venture, growth, buyout, and secondary).
    • Oversaw 19 private equity investments (half-realized/half unrealized), which have generated a MOIC and IRR of 2.1x and 20.7%, respectively (as of 1/21/2021).
    • Hired, trained, and managed investment analysts. Recognized as a good mentor with new hires excelling both internally or externally, after their departure.
    • Spearheaded recruiting, training, and managing four research analysts in a newly created outsourced research firm which generated 100 research reports for ACE & Company and other clients in 2019.
    • Completed notable investments including Airbnb, Uber, Souq.com, SpaceX, MultiPlan, and EOS Energy.
    • Researched and invested in various growth stage companies in the MENA region and Sub-Saharan Africa in the consumer goods, education, pharmaceutical, and food and beverage, among other sectors.
    Focus areas: Buyouts, Growth Equity, Investment Advisory, secondary investing, Venture Capital, Chartered Financial Analyst (CFA), Hedge Funds, Trading, Capital IQ, Equity Research, Valuation Modeling, Investment Analysis, Research Analysis, Investment Banking, Early-stage Startups, Hedge Fund Consultant, Portfolio Manager, Technology, Portfolio Management, Quantitative Modeling, Egypt, Tunisia, EMEA, Market Research, Market Research & Analysis, Market Segmentation, Competitor Analysis & Profiling, Statistics, Pitch Decks, Pitch Deck Consultant, Fundraising Consultant, Real Estate, Valuation, United States, Western Europe, Startups, Go-to-market, Forecasting, Financial Forecasting, Value Investing, Electric Vehicles, Bloomberg, Company Research, Industry Analysis
  • Equity Analyst

    2005 - 2008
    Sems Capital
    • Analyzed 1000+ potential investments across all industries and sectors. Conducted independent research and recommendation of investments directly to portfolio manager.
    • Managed a team of 2-5 analysts through all phases of the investment process (e.g., identification, valuation, financial statement analysis, proprietary screens, scenario analysis, financial modeling, and macro and micro news flow analysis).
    • Conducted in-person and remote interviews with CEOs, CFOs, current and former employees, industry experts, competitors, suppliers, customers, and distributors.
    • Generated approximately 10-30% of funds positions at any given time—identified investments that outperformed broader markets by an average of 10% per year over four years.
    • Identified the housing market bubble and, in conjunction with the portfolio manager, created and executed a successful strategy of shorting lower grade companies to higher grade companies hit by a housing downturn.
    Focus areas: Financial Statements, Qualitative Research, Quantitative Analysis, Analysis, Research, Chartered Financial Analyst (CFA), Hedge Funds, Trading, Equity Research, Valuation Modeling, Investment Analysis, Research Analysis, Hedge Fund Consultant, Portfolio Manager, Technology, Quantitative Modeling, Market Research, Market Research & Analysis, Market Segmentation, Competitor Analysis & Profiling, Statistics, Real Estate, Valuation, United States, Forecasting, Financial Forecasting, Value Investing, Bloomberg, Company Research, Industry Analysis

Education

  • Bachelor of Business Administration Degree in Accounting
    1999 - 2002
    University of Houston - Houston, Texas, USA

Certifications

  • CFA
    SEPTEMBER 2007 - PRESENT
    CFA institute

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