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

Verified Expert  in Finance

Finance Expert

Location
Waikoloa Village, HI, United States
Toptal Member Since
February 2, 2021

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.

Career Highlights

Equity Analyst
Sems Capital

Education Highlights

Certification Highlights

CFA
CFA institute

Case Studies

Work Experience

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, Advisory, Investments, 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, 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 Plans, Forecasting, Financial Forecasting, Value Investing, Electric Vehicles, Bloomberg, Company Research, Industry Analysis, Fundraising, Revenue & Expense Projections, Private Equity, Stock Trading, Finance, Investor Reporting, Stock Analysis, Stock Market, Stock Price Analysis, Business Strategy, Public Companies, Mergers & Acquisitions (M&A), Due Diligence

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 Management, 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, Private Equity, Stock Trading, Finance, Stock Analysis, Stock Market, Stock Price Analysis, Business Strategy, Public Companies, Due Diligence
1999 - 2002

Bachelor of Business Administration Degree in Accounting

University of Houston - Houston, Texas, USA

SEPTEMBER 2007 - PRESENT

CFA

CFA institute

Finance

Valuation, Market Research, Equity Research, Financial Accounting, Chartered Financial Analyst (CFA), Private Equity, Equity Research Analysis, Stock Price Analysis, Due Diligence, Growth Equity, Financial Modeling, Value Investing, Forecasting, Valuation Modeling, Fundraising, Revenue & Expense Projections, Stock Trading, Mergers & Acquisitions (M&A)

Data & Analysis Software

Capital IQ, Bloomberg

Industry Expertise

Public Companies, Venture Capital, Real Estate, Technology, Early-stage Startups

Geographic Expertise

United States, Egypt, Tunisia, EMEA, Western Europe

Output Software

Microsoft PowerPoint, Office 365

Other

Company Research, Industry Analysis, Financial Statements, Financial Analysis, Research, Analysis, Quantitative Analysis, Qualitative Research, Equity Markets, Market Research & Analysis, Market Segmentation, Competitor Analysis & Profiling, Portfolio Management, Travel, Research Analysis, Investment Analysis, Business Analysis, Consumer Packaged Goods (CPG), Investments, Finance, Stock Analysis, Stock Market, Emerging Markets, Investing, Buyouts, Financial Forecasting, Fundraising Consultant, Pitch Deck Consultant, Pitch Decks, Hedge Fund Consultant, Investment Banking, Hedge Funds, Trading, Transaction Advisory, Marketplaces, Advisory, Investor Reporting, Business Strategy, Energy Efficiency, Electric Vehicles, Battery Management Systems, Thematic Research, Research Reports, Airbnb, Energy Storage, Startups, Go-to-market Plans, Statistics, Quantitative Modeling

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