David Navas, CFA

Over 25 years' markets experience on buy-side, sell-side, in corporate advisory/finance and in SMEs. Networker, commercially savvy and highly analytical, with significant financial research and modelling (bottom-up and top-down / thematic), professional investing, finance, leadership, international, impact investing, capital markets, M&A and investor engagement experience. Public and private markets, with latter focused on early-stage and growth ventures. • Board level and equivalent experience: Co-CEO, Partner, Board adviser, school governor, FCA registered, regulatory compliance; • Financial research and fund management: on buy-side (investment strategy, asset allocation, portfolio analysis, wealth management), commodities, VC / private companies, sell-side (sector, thematic and equity research) financial modelling, econometrics, white paper creation, market analysis, risk/scenario/stress testing analysis, impact investing and investment trusts/REITs; • Finance: financial modelling and analysis, budgeting and financial planning; • Corporate advisory/finance work: fundraisings, IPOs, strategy, M&A and secondary listings; • Communications: investor / regulator / corporate relations, stakeholder engagement and perception studies; • Business development: direct sales, networking and client management; • Geopolitical knowledge: avid news reader (Telegraph subscriber, Reuters and others); • Company expertise: large - small caps, including early-stage and start-ups, AIM / Main Board, global exposure, developed / developing markets, broad sector coverage; • Networking: buy-side, sell-side and broad range of advisers in financial and professional services in UK and overseas.