| Ventsi Stamenov
Leventhal School of Accounting
3660 Trousdale Parkway
Los Angeles, CA 90089-0441
University of Southern California, expected graduation 2020
University of Arkansas, Sam M Walton College of Business, MBA in Finance, 2004
University of National and World Economy, MS in International Business, 1999
CFA Institute, 2007-2015
Market Technician Association, 2007-2015
GARRISON FINANCIAL INSTITUTE, Fayetteville, AR 07/2006 – 06/2015
Portfolio Manager/ Investment Analyst/ Adjunct Professor
Garrison Financial Institute is a research center and part of the Finance Department at the University of Arkansas.
Co-managed funds for the University of Arkansas Endowment with a total value of $12 mln.
Conducted research and provided research assistance to professors and PhD students from the Finance Department at the University of Arkansas
Taught undergraduate courses in Investments, Financial Analysis, Financial Modeling, Portfolio Management, and CFA Level I Preparation
Taught "Millionaire 101" to Gifted and Talented Scholars from 8th to 12 grade
Taught "Surviving the Global Financial Market Place" to more than 500 freshmen and to Delta and Kauffman minority students.
Won a $75,000 grant from the Investor Protection Trust for organizing retirement educational seminars at public libraries in Fayetteville and Little Rock
Provided investment advice and consulting services for various firms and individuals
GARRISON FINANCIAL ADVISORS, Fayetteville, AR 09/2004 – 06/2006
Investment Analyst/ Hedge Fund Portfolio Manager
Co-managed over $200 mln. for a high net worth family office.
Managed two internal hedge funds – Dickson Street Market Neutral and Dickson Street Long/Short.
Conducted research related to Capital Markets
Utilized Research Insight Software by Standard & Poors to develop and backtest a quantitative market neutral and long/short hedge fund strategies.
Developed a proprietary quantitative approach for asset allocation using money managers.
Utilized Zephyr Style Analysis to select investment managers for various asset classes like large cap growth, large cap value, mid cap value, mid cap growth, and international fixed income.
Interviewed managers and performed due diligence on an annual basis.
WALTON COLLEGE OF BUSINESS, FINANCE DEPARTMENT
Fayetteville, AR 06/2003 – 08/2004
Conducted research and provided research assistance to professors from the Finance Department
Equity Momentum Fund in Dallas, Texas
Chesapeake Energy in Little Rock, AR
Austin Atlantic Management in Austin, TX
Kenjol Capital Management in Austin, TX
LPL Financial in Fayetteville, AR
HONORS AND AWARDS
Managed the MBA/MACC Shollmier Fund which won GAME IV International Student Fund Competition Graduate Value Category in both 2013 and 2014
Beta Gamma Sigma member, since May 2004
Full scholarship and a graduate assistantship at the Walton College of Business, June 2003 - August 2004
Austrian Government scholarship for summer school at the Vienna University, June – July 1999
Full scholarship at the University of National and World Economy, Oct 1994 - November 1999
Winner of the National Mathematics Competition with the university team – May 1995
Programming: Bloomberg, Factset, MATLAB, STATA, SAS, Research Insight S&P Capital IQ
Databases: Compustat, CRSP, Federal Reserve Economic Data (FRED), Bloomberg, Thomson Reuters, Morningstar EnCorr, HFR, and Zephyr Style and Allocation Advisor
Languages: Fluent in English and Bulgarian, intermediate in German, Russian, and Spanish
PROFESSIONAL DESIGNATIONS AND CERTIFICATES
Morningstar Direct Certificate, 2014
Chartered Financial Analyst (CFA), 2007
Chartered Market Technician (CMT), 2007
Bloomberg Certificate for Equity, Fixed Income and Foreign Exchange, 2006
Business German Certificate, Prüfung Wirtschaftsdeutsch, Goethe-Institut Sofia , 1999