Burgess COMMENTARY

Peter Burgess

1st Matthew Sherwood Management Consulting Professional Syosset, New YorkManagement Consulting Previous Strategic Research Group, LLC, The Schonfeld Group, Access Global Partners Education Northcentral University 103 connectionsSend a messageEndorseMore options Relationship Contact Info Connected 24 seconds ago Background Summary • Master level expertise in marketing, management, and business development strategies. • Extensive understanding of a variety of analytical and research methodologies; namely fundamental analysis, technical analysis, economics (macro & micro), monetary & fiscal policy research and various quantitative models. • Professional experience managing large groups, as well as, middle-management personnel. • Tremendous ability to identify and dissect profitability problems, create dynamic solutions, and implement net-revenue focused strategies. • Exceptional ability to facilitate efficiencies in business operations, operations management, logistics, and supply chain management. • Sophisticated knowledge of deal structuring, equity valuation, investment banking models, mergers, acquisitions, and risk arbitrage. Experience Strategy Consultant Strategic Research Group, LLC 2010 – 2013 (3 years)New York, NY • Create and implement growth-centered strategies based on statistical modeling, marketplace opportunities, social trends & analytics, innovation, emerging technologies, and extensive research. • Conduct and lead brand expansion, marketing campaigns, business development, and business turnaround plans. • Develop business growth and profitability campaigns based on client-need. • Deploy creative strategies that translate to successful business development milestones. Senior Portfolio Manager The Schonfeld Group January 2010 – July 2010 (7 months)New York, NY • Manage liquid products with a managed quantitative approach. • Successful 7.2% out-performance of the S&P 500. • Utilize relative value, fundamental analysis, managed quantitative input, and macroeconomic research methodology as part of the absolute return strategy. • Effectively take advantage of events and special situations. • Laid off along with 250 employees (40 groups), 30%+ of human capital. Portfolio Manager Access Global Partners September 2007 – January 2010 (2 years 5 months)New York, NY • Performance; up 10% in 2007, up 18% in 2008, and up 6.5% in 2009, Managed portfolio with sole discretion. Max drawdown 4%. • Evaluate M&A deals for risk arbitrage opportunities. • Deploy capital through liquid products; currencies, rates, equities and commodities with a developed country and emerging markets focus. • Actively executed trades in Asian, European, and US based steel, iron ore, copper, gold, silver, oil, and natural gas related equities, futures, sector swaps, commodity futures, and options. • Utilize multiple event and special situation strategies, macroeconomic arbitrage, adr/ord equity convertible arbitrage, index arbitrage, exchange traded fund arbitrage, and statistical arbitrage. • Conduct technical analysis, fundamental analysis, macroeconomic research, and event-driven research. • Mastered a thorough and vast understanding of risk management and implementation, qualitative & quantitative research, and effective hedging strategies. • Developed proprietary strategies, portfolio construction, and other absolute return strategies. • Trade derivative products as part of my portfolio management and trading. • Efficiently communicated pertinent information upward and downward the line of business, including the operations office and senior management. • Support other portfolio managers, traders, and analysts in idea generation, asset allocation, and both market & product specific research. Morgan StanleyAnalyst Morgan Stanley February 2007 – September 2007 (8 months)Great Neck, NY • Planned and delivered extensive presentations to ultra high net worth individuals and institutional clients. • Contributed to a team on deal structuring of mergers and acquisitions. • Organized financial and strategic planning. • Provided financial modeling and statistical analysis. • Conducted in-depth product research and analysis. Skills & Endorsements Top Skills 1Marketing 1Management 1Finance 1Trading 1Portfolio Management 1Social Media 1Strategic Consulting 1Research 1Macroeconomics 1Communication Matthew also knows about... Operations Management Strategic Planning Management Consulting Business Brokerage Education Northcentral University Northcentral University Doctor of Philosophy (PhD), Business Administration and Management, General 2008 – 2013 Liberty University Liberty University Master of Business Administration (MBA), Finance, General 2003 – 2006 Activities and Societies: Varsity Football Recommendations Peter, would you like to recommend Matthew? Recommend Matthew ConnectionsShared (1) Satish JhaSatish Jha1st Founder at OLPCI Foundation PreviousNext Groups Association of Management Consulting Firms (AMCF) Association of Management Consulting Firms (AMCF) Join Case Interviews & Management Consulting Case Interviews & Management Consulting Join Management Consulting Professionals (MCP) Management Consulting Professionals (MCP) Join Management Consulting and Employee Training Management Consulting and Employee Training Join Strategy Consulting Network Strategy Consulting Network Join Following Influencers Bill Gates Co-chair, Bill &... Follow Companies Laffer Investments Investment Management Follow Affinion Group Marketing and Advertising Follow KBC Advanced Technologies Oil & Energy Follow UBS Financial Services Follow Honeywell Electrical/Electronic Manufacturing Follow Havas Media Marketing and Advertising Follow Schools Northcentral University Flagstaff, Arizona Area Follow