greg poapst

founder

About

Greg is a Carleton University graduate with an Honours Degree in Economics specializing in Financial Economics. He is passionate about trading, securities analysis and capital markets. After graduation Greg took part in several trading competitions including Upgrade Capital's Macro Fortress challenge. He has taken the initiative to learn from several mentors in the financial industry, before returning to Carleton University's Sprott School of Business to advance his financial skills while working on the side and taking part in many extracurricular financial activities. Greg has an extremely well rounded skill set between analytic/quantitative skills and the communication and leadership qualities needed to get the job done.

Country

united states

City

miami

Industry

capital markets

Skill

economics, teamwork, finance, team leadership, leadership, financial analysis, project management, corporate finance, financial markets, quality assurance, time management, statistics, research, stock market, bloomberg software, new business development, market needs analysis, training, international economics, transfer pricing, accounting management, risk management, market analysis, broadcast television, benefit cost analysis, renewable energy systems, financial reporting, financial economics, portfolio analysis, loans, data analysis, asset management, business strategy

Experience

founder

fundviews podcast

financial economist

scala capital

2016-5 - 2018-2 · 1 yr 10 mos

Scala Capital LLC (Formerly Smartinvest Capital LLC) is a Registered Investment Advisor located in Miami, Florida. Greg manages all client, bank, partner and 3rd party communication. He also deals with all technology pursuits, reporting and analytics, legal documentation and alternative investment documentation, hiring processes, compliance audits, FATCA documentation, KYC AML Documentation etc. Greg also contributes to investment discussions about equity and fixed income asset allocation and individual investment strategy.

head of operations

glide capital llc

2016-5 - Present · 10 yrs 5 mos

Greg joined Glide Capital in the spring of 2016, and has since helped build an alternative investments solution which is now approved on over 25 custodial bank / financial institutions. Greg has many responsibilities within the firm, including but not limited to the following: Operational Responsibilities - Net Asset Valuations (NAVs), cash flows/budgets/forecasts, audits, tax reporting, investor relations and reporting, financing, maintaining relationships with Administrators/lawyers/auditors/banks, managing operations staff, executing and monitoring investments, etc. Financial Responsibilities – Annual review of underlying hedge fund audited financials. Ongoing monitoring of fund investments and industry trends.

vs and accounts receivable contractor

ross video

2015-1 - 2015-3 · 3 mos

Contracted to wire and build Ross Video's first in house virtual set.

qa lab assistant

ross video

2011-4 - 2013-9 · 2 yrs 6 mos

I enjoyed working in a fast paced environment that is always changing, part time during my studies at Carleton University

ambassador at sprott school of business

upgrade capital

2015-9 - 2016-4 · 8 mos

Fulfilled the role of first ever Ambassador to Upgrade Capital for Sprott School of Business. Developed and hosted information sessions for Sprott students encouraging them to build on their financial knowledge and experience with various Upgrade Capital platforms including macro trading and quantitative methods in finance.

site lead

avb intergration

2015-4 - 2016-4 · 1 yr 1 mo

Worked at several House of Commons locations and at Treasury Board Secretariat. Greg was promoted from Junior Technician to Site Lead early August to follow through with the final implementation and delivery of the House of Commons broadcasting upgrade at parliament.

volunteer outreach agent

pmi ovoc

2013-2 - 2014-3 · 1 yr 2 mos

Develop & manage relationships with other Not-For-Profit organizations in the National Capital Region. Offer PMI's volunteer services in the areas of; Informational speakers, Project management services, and NPO training and coaching, while increasing our local chapter's community awareness.

portfolio analyst and compliance and quantitative methods

sprott student investment fund

2015-10 - 2016-7 · 10 mos

Developing and constantly extending an automated dashboard platform to keep equity analysts and sector managers informed of relevant macro metrics and trends, as well as current portfolio performance and risk measures including attribution. Responsible for reporting compliance including multiple factor performance attribution models and performance metrics. Publishing and presenting the Sprott Student Investment Fund's performance to the Sprott School of Business Investment Committee

Education

carleton university

finance

2015-1 - 2017-1 · 2 yrs 1 mo

Activities and Societies: DECA U Provincials participant, PHD candidate research assistant

carleton university

economics

2010-1 - 2014-1 · 4 yrs 1 mo

Specialization in Financial Economics (Stream III) Microeconomic Dissertation: Determinants of Risky Asset Allocation Among Canadian Households Macroeconomic Dissertation: Macroeconomic Determinants of Capital Structure in American Firms with respect to the Great Recession