Ventsi Stamenov Leventhal School of Accounting



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Ventsi Stamenov


Leventhal School of Accounting

3660 Trousdale Parkway

Los Angeles, CA 90089-0441


Phone: 213-740-4838

Email: stamenov@usc.edu





EDUCATION

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

PROFESSIONAL EXPERIENCE

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



Research Assistant

Conducted research and provided research assistance to professors from the Finance Department



CONSULTING

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
SKILLS

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


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