Michael L.

Principal, Quantamental & Thematic Investments @OMERS

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2020 — Present

Principal, Quantamental & Thematic Investments @OMERS

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Led a team in designing, building and launching a novel thematic strategy that combined in-depth fundamental research with financial and alternative data to identify attractive cross-sector themes. Utilized a quantitative/systematic security selection and portfolio management toolkit, including NLP, to reduce the risk of crowded themes and coincidental relationships, and to build a balanced and diversified portfolio of themes.Grew portfolio AUM and delivered significant uncorrelated alpha at low risk.Themes have included deep research in the consumer/ecommerce, industrials, macro, and energy transition spaces.

EDUCATION

2006 — 2010

University of Toronto - University of Trinity College

Bachelor of Commerce (B.Com.), Accounting, Finance, Economics

2007 — 2007

University of Kassel

Foreign Exchange Program, German Language and Literature

2006 — 2010

University of Toronto - Rotman School of Management

Bachelor of Commerce (B.Com.), Accounting, Finance, Economics

SKILLS

Equity ResearchDue DiligenceEquity ValuationFinancial ModelingFinancial ReportingTaxTradingCorporate FinanceIfrsGaapDerivativesReal EstateFinancial AnalysisMicrosoft OfficeBankingAsset ManagementExcelCapital MarketsBusiness ValuationPortfolio ManagementFinanceInsuranceAuditingEconomicsInternal ControlsValuationAccountingResearchFinancial AccountingAuditEquitiesFinancial PlanningBloombergFinancial ServicesAssuranceInvestmentsSecurities

ABOUT MICHAEL L.

I am an experienced global equity portfolio manager with a strong long-term investment track record, managing significant parts of multi-billion dollar portfolios for leading global investors. I have led small teams in launching and managing novel programs and investment strategies with differentiated alpha streams and attractive risk metrics. Deep experience investing across the gamut of equity investment styles, including quantamental and thematic; concentrated fundamental long-only; long/short market-neutral; private and venture capital; and systematic investing. Deep sector experience in energy, financials, and technology.

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Michael L. — Principal, Quantamental & Thematic Investments at OMERS in Toronto, ON, CA | Unifers