Tarek Antaki, CFA
Verified Expert in Management Consulting
Management Consulting Expert
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
Education Highlights
Certification Highlights
Case Studies
Edgewell Personal Care (EPC) Research Report
Energy Storage Market (2016)
Industry Expertise
- Education
- Venture Capital & Private Equity
- Real Estate
- Financial Modeling
- Startups
- Trading
- Early-stage Startups
- Electric Vehicles
Other Expertise
- Company Research
- Emerging Markets
- Financial Analysis
- Financial Modeling
- Financial Statements
- Industry Analysis
- Investing
Work Experience
Investment Principal
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.
Equity Analyst
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.
Education
Bachelor of Business Administration Degree in Accounting
University of Houston - Houston, Texas, USA
Certifications
CFA
CFA institute
Skills
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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