David Trainer

About David Trainer

Founder and CEO of New Constructs, a pioneer in AI-powered financial research that makes sophisticated, unconflicted analysis accessible to all investors. For over two decades, I’ve bridged Wall Street expertise with advanced technology, creating patented systems that uncover the true economics of businesses by shining a light into the dark corners of financial filings.Our proprietary Robo-Analyst technology delivers decision-grade insights at scale—trusted by institutional investors, advisors, and asset managers to reduce risk, uncover hidden value, and strengthen fiduciary oversight. Research powered by our platform has been validated by Harvard Business School, MIT Sloan, and Ernst & Young, and is frequently featured in major financial media.Passionate about advancing data transparency and empowering investors, I serve as a board advisor, keynote speaker, and thought leader on the future of AI in finance, valuation strategy, and investment risk.SELECTED ACCOMPLISHMENTS• AI Innovation: Invented and patented technology used to power Robo-Analyst, automating the analysis of SEC filings to replicate expert-level equity research. • Index Outperformance: Led creation of indices and ETF strategies that that consistently beat the S&P 500 over the long and short term. • Hedge Fund Leadership: Managed long/short portfolios at Novo Capital that outperformed the S&P 500 and relevant benchmarks.• FASB Advisory: Served on the Investors Advisory Committee, shaping U.S. accounting standards to improve investor transparency.• Thought Leadership: Authored Modern Tools for Valuation and over 250 articles annually; frequently cited in Forbes, WSJ, CNBC, and academic literature. • Global Research Impact: Created and scaled CSFB’s Value Dynamics Framework, adopted by over 50 global research teams and institutional clients.KEY SKILLS• AI Strategy• Valuation Modeling• Equity Research• Corporate Finance• Machine Learning• Index Design• Data Transparency• Risk Management• Institutional Investing• Thought Leadership• Board Governance• Financial Technology

Experience

1. CEO

   New Constructs

   Jul 2002 — Present

   At New Constructs, we believe every investor deserves access to the truth. Our patented Robo-Analyst technology is the first, reliable AI for investing. • AI & Technology Leadership: Designed and built proprietary, patented systems that replicate expert-level equity research at scale, revealing the true economics of a business.• Index Outperformance: Led creation of indices and ETFs that consistently beat the S&P 500 over the long and short term.• Innovative Solutions: Reverse accounting distortions, uncover hidden risks, and highlight overlooked value drivers for public and private stocks, ETFs, and mutual funds.• Research Excellence: Recognized by leading institutions, academic research, and major financial media for data transparency, accuracy, and performance.• Research Performance: Ranked #1 on SumZero in multiple stock-picking categories for 50 consecutive months. Proven outperformance vs. S&P 500 with proprietary Core Earnings models & stock ratings, tracked by 3 Bloomberg indices. • Content Syndication: Featured in WSJ, Barron’s, CNBC, and Fortune; cited in academic publications by Harvard Business School, MIT Sloan, and Ernst & Young. • Leadership: Managed cross-functional team of 20 across operations, technology, publishing, compliance, and finance. • Client Engagement: Supported thousands of institutional investors, advisors, and asset managers. • Capital Efficiency: Scaled business on minimal capital (~$1.5M peak revenue) through strategic focus, operational discipline, and consistent value delivery. • Education & Advocacy: Delivered guest lectures at top business schools (Harvard, Columbia, Booth, Vanderbilt) and presented at CFA Societies nationwide; participated in HBS case study: New Constructs: Disrupting Fundamental Analysis with Robo-Analysts.• Education & Advocacy: Regularly speak at top business schools, CFA Societies, and industry conferences, sharing insights on valuation, AI, and the future of financial analysis.

Education

• Montgomery Bell Academy

  Gentleman, scholar, athlete

• Trinity University

  Bachelor of Science in Business Administration , Concentration in International Business

Skills

• Early Stage Companies
• Economics
• Equity Research
• Hedge Funds
• Equity Valuation
• Financial Modeling
• Analysis
• Corporate Finance
• Venture Capital
• Securities
• Mergers & Acquisitions
• Investor Relations
• Etfs
• Equities
• Options
• Management
• Valuation
• Asset Allocation
• Mutual Funds
• Business Strategy
• Portfolio Management
• Dcf Valuation
• Investments
• Capital Markets
• Equity Trading
• Financial Advisory
• Business Valuation
• Finance
• Investment Strategies
• Alternative Investments
• Private Equity
• Bloomberg
• Asset Management
• Investment Management
• Financial Markets
• Bonds
• Corporate Development
• Financial Analysis
• Investment Banking
• Dcf