Executive Director, Research @ UBS Investment Bank
Consultant @ From May 2014 to Present (1 year 8 months) Director, Pan-European Equities @ Investment advice to CIOs, PMs & analysts at L/Os & HFs, including strategy, asset allocation and stock specific ideas / themes. A track record of identifying soft catalyst investment ideas in multiple geographies. My daily investment ideas and themes ‘Bloomberg’ (including personal
Consultant @ From May 2014 to Present (1 year 8 months) Director, Pan-European Equities @ Investment advice to CIOs, PMs & analysts at L/Os & HFs, including strategy, asset allocation and stock specific ideas / themes. A track record of identifying soft catalyst investment ideas in multiple geographies. My daily investment ideas and themes ‘Bloomberg’ (including personal - often counter-consensus - views) had an active readership of c300 investment professionals.
Jun10–Aug13: Co-Head of Multi Asset Group - A ‘one-stop’ advice and execution service for L/Os & HFs across various asset classes including cash equities, convertibles, derivatives & fixed income. Wrote an equities primer for internal and external distribution; co-wrote a similar fixed income primer. Development and dissemination of multi-asset & macro news flow and investment ideas. Worked closely with the Strategy and Economics teams to formulate and present ideas to clients at a CIO / senior PM level. Internal ideas presentations and education.
Feb07–Aug13: Co-Head of Special Situations Team - Client coverage and account management. Internal resource management (execution, equity research, capital markets, non-public deals, derivatives and convertibles) for hard and soft catalyst event situations. Detailed analysis of micro / macro economic drivers, regulatory environments and complex financing structures. Liaison with coverage / transaction teams in IB and meetings with / the provision of advice to corporate management.
Aug05–Feb07: Head of Pan-Euro Utilities Equity Research - Rebuilt the team. Wrote sector strategy research and lead overall communication and marketing. Formalised new processes for the writing of rigorous, detailed research. Redesigned several regular publications. Appearances on CNBC and Bloomberg television. Detailed knowledge of the macro economic and political drivers of the main European economies - in particular the UK, Germany, France, Italy and Spain. Designed and hosted several industry conferences & keynote speaker. Re-gained top 5 Extel rating. From May 2005 to August 2013 (8 years 4 months) London, United KingdomExecutive Director, Research @ Apr02–May05: Co-Head Pan-European Utilities Equity Research – Designed, wrote, edited and disseminated equity sector research. Number 2 Extel rated team for utilities and Number 4 rated across all industry groups.
Sep00–Apr02: Co-Head Pan-European Software & Services Equity Research - Primary research and the communication of investment ideas. From May 2000 to May 2005 (5 years 1 month) London, United KingdomFund Manager, Pan-European Equities @ Fund Manager responsible for £500+ million invested in UK small and mid-cap companies (with a particular emphasis upon technology and other growth companies)
Research into UK companies, including meetings with members of both main and operational boards
Meetings with and presentations to clients, IFAs and consultants
In-house equities analyst covering the pan-European Information Technology sector
Provision of primary research and the filtering of secondary research
Chair of the in-house Global Technology Research team, with regular presentations to the Chief Investment Officer, Global Investment Themes panel and generalist fund managers From April 1998 to May 2000 (2 years 2 months) London, United KingdomAssociate, Corporate Finance. Deutsche Morgan Grenfell @ Advisory, primary and secondary debt, equity & convertible issuance across a broad range of sectors and geographies. From August 1996 to April 1998 (1 year 9 months) London, United KingdomCaptain, Coldstream Guards @ Operational tours in Bosnia and Northern Ireland. Postings in Germany, Canada, Kenya, Belize, Hong Kong and France plus Public Duties in London. Command of, training of and complex operational planning for up to 140 men plus logistical planning and support for numerous armoured vehicles in extreme, dangerous and challenging operational and combat environments. From July 1992 to August 1996 (4 years 2 months)
Bachelor of Laws (LL.B.), Law @ King's College London, U. of London From 1989 to 1992 Bromsgrove School From 1983 to 1988 Richard Gray is skilled in: Investment Banking, Equities, Hedge Funds, Capital Markets, Derivatives, Equity Research, Investments, Corporate Finance, Trading, Bonds, Mergers, Commodity, Investment Management, Financial Analysis, Equity Capital Markets, Management
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