We believe in helping individuals fulfill their potential through careers and finance.
We provide the context in helping individuals learn. The specific steps that one can take to become a better version of themselves day by day and leverage what one already have right now.
We help individuals make better decisions in their careers, finance and life. All this while learning about the financial markets.
David has over 15 years of experience across the financial services industry including equities research and hedge fund at bulge brackets including US, European, Japanese and Chinese firms. He made it to Director Level without an Ivey League or in fact, a Masters degree. He was always part of top ranked Equities Research Teams and had over 500 meetings with Institutional Investors across Asia, US and Europe.
Working with David on investment analysis has always been a pleasure and a great learning experience–he provides in-depth market knowledge and analysis beyond what his peers do and can always identify risks and issues other analysts often miss.
I have known David for many years and hold him in high regards in terms of integrity and willingness to support fellow peers.
David is naturally gifted in contrarian thinking. He always reminds me of angles that the market has completely forgotten about.
Having worked in both sell and buy side, David has a thorough understanding of the investment banking and asset management landscape.
Investors are always interested in David’s insights because he challenges their thinking and makes the complex easier to understand.
David has in-depth knowledge in the bank and insurance industry.
Having worked with David on a number of deals, I can say with confidence that David has good knowledge of the IPO process.