Who it’s For: Institutional investors, (fund managers, executives of endowments) financial advisers, and non-professional investors (selected at our discretion) seeking world-class securities analysis seeking a one-time project, or simply wish to test our service out prior to committing to the Institutional Edge.
Typical Topics for Consultation: Valuation analysis of specific securities, trade setup and management, market forecasting, identification of trading ideas, distressed securities analysis, real estate valuations, etc.
Our research publications track record may be examined here.
MIke is a very well-rounded financial professional with a great deal of experience with numerous roles in both the public and private markets. In the public markets Mike assists hedge funds, endowments and financial firms as the Chief Investment Strategist of AVA Investment Analytics. He provides clients with proprietary investment strategies, valuation analysis, market forecasting, risk management and distressed securities analysis.
Mike’s work in the private markets includes valuation analysis, deal structuring, and business strategy, with a technology focus in biopharmaceuticals, healthcare IT and telemedicine.
Mike has advised numerous multi-billion dollar hedge funds, venture capital firms and pension plans. He has advised countless entrepreneurs, startup, early and middle stage companies. He has structured and negotiated financing terms for entrepreneurs seeking venture capital. Finally, he has structured business spin offs, analyzed and written hundreds of business plans for entrepreneurs, Fortune 500 corporations and venture capital firms.
As arguably the only person in the world who predicted the financial apocalypse in detail, Mike was also the only financial professional to have turned bullish at the market bottom. This spurred the initiation of our first research publication, the Intelligent Investor. The Market Forecaster was later launched for those who wanted a more abbreviated research report focused only on the U.S. and emerging markets.
Mike's amazing insights combined with the accuracy of his investment and economic forecasts has has positioned him as one of America's most astute and creative financial experts.
Prior to forming AVA Investment Analytics, Mike worked at UBS, followed by Bear Stearns, where he focused on asset management and merchant banking. He is also the Managing Principal of Apex Venture Advisors. Mike has served as an adviser to various hedge funds, endowments, pension plans, private equity and venture capital funds.