Sid is been active in Indexing and ETF space for the past 18-years and well versed in designing financial solutions for investors seeking to either invest or hedge. He has over 25 years of experience across Fixed Income, Equity Research, Investment Solutions, Financial Advisory and Corporate Finance.

Areas of expertise

Asset Allocation | Business Valuation | Corporate Finance | Equity Research | Financial Modeling | Multi-factor Indexing | Relative Value Analysis | Risk Analytics | Team Building  

Licenses:      Series 7, 63, 86, Six Sigma Green Belt (GE Crotonville Campus), Change Acceleration Process (GE Crotonville Campus)

Learn to trade stocks by creating portfolios and know more about you and your investing style while learning the core principle of “Buy Low and Sell High”.

Experience

AAAUM (OM)

• Involved in multiple deals across industries and continents over past five years. Deals included: Indian NBFC: Listed 16 Indices on the NYSE. Investment consultant in Privatized Space for Indian and US entities, Eco-friendly Cosmetics brand, Educational institutions etc.

KEEFE, BRUYETTE & WOODS (KBW)

• Created investment solutions for Pension funds, RIAs, Hedge Funds, Family Offices, etc. to invest or hedge their current portfolios
• Designed, structured, partnered and listed indices into ETFs with Invesco PowerShares, ProShares & SSGA with Average AUM exceeding $10 billion
• Licensed indices for structured notes and derivatives with investment banks globally such as Barclays, BNP, CS, GS, HSBC, Lehman Brothers, ML, MS, SocGen, UBS etc. with Average AUM exceeding $1 billion
• Assisted Portfolio Managers with asset allocation strategies and creating all ETF portfolios
• Licensed indices into SMAs at large regional banks with Average AUM exceeding $5 million
• Performed analytics across equity and fixed income to design and develop multi-factor indices solutions

 Knowledge and Expertise

     Equity & Fixed Income: Financial Sector Analytics, Treasuries, Corporates, Agency CMO/MBS/CMBS

     Financial Tools/Systems: Bloomberg, FactSet, Thompson Reuters, Morningstar, ETF Databases

     Project Management: Microsoft Excel, Microsoft Project

     Software: Microsoft Office (Access, Excel, PowerPoint and Word), Adobe Acrobat, VBA

     Databases: Microsoft Access

     Certifications: Six Sigma Green Belt & Change Acceleration Process (GE Crotonville Campus)

Education

     Master of Business Administration in Finance; Graduate School of Business, Fordham University, NY

     PDGM in International Finance & Marketing; IBMR, University of Pune, INDIA.

     Bachelor of Commerce, Jai Hind College, University of Mumbai, INDIA.