matthew sweeney

managing partner and portfolio manager

About

"Expert generalist" SMID-cap buy side equity analyst with 10+ years of experience in capital markets, trading, and research roles. Proven long/short and long only idea generator with a focus on normalized earnings power and a strong understanding of why a potential investment is mispriced. Examples include spin offs and other special situations, non-economic selling tied to negative momentum/fallen angels, and time arbitrage. Bottoms up valuation and margin of safety is determined by examining returns on capital, capital allocation, competitive position, industry dynamics, management incentives, relevant transactions, historic multiples and comparable multiples. Average expected investment horizon is 2-3 years. High tolerance for volatility associated with a concentrated portfolio approach. As Vice Chair of the New York Society of Security Analysts (NYSSA), Matt is a frequent speaker at NYSSA sponsored events, as well as other industry conferences such as Value X Vail.

Country

united states

City

new york

Industry

investment management

Skill

value investing, investments, equity valuation, equity capital markets, hedge funds, equity trading, equity research

Experience

contributing author, asset analysis focus

boyar value group

2014-1 - 2014-12 · 1 yr

Authored and edited in depth research reports on publicly traded stocks seeking to identify exploitable mis-pricings tied to temporary problems and/or structural changes faced by the underlying business.

assistant vice president institutional equity sales and trading

cantor fitzgerald

2003-1 - 2004-9 · 1 yr 9 mos

director institutional equities sales trading

cantor fitzgerald

2009-1 - 2013-10 · 4 yrs 10 mos

Non-traditional broker focused on building lasting relationships through developing and pitching proprietary long/short equity ideas to buy side PMs and analysts - Idea generation focused on taking advantage of market mispricings due to special situations, non-economic selling, and temporary disruptions to otherwise strong businesses - Developed, maintained and updated financial models as earnings, conference calls, and events dictate

vice president - equity capital markets - syndication and origination

cantor fitzgerald

2007-2 - 2009-1 · 2 yrs

* Developed and led 4 person team working as liaison between 50+ person Investment Banking team and 100+ person Equity Sales force on 35 transactions raising $4.2B * Advised corporate management teams on equity financing options focusing on transaction cost analysis and market impact * Built operational infrastructure from the ground up to ensure smooth completion of all capital markets activities * Modeled anticipated revenue stream from pending transactions * Maintained inventory of securities received as compensation or as retail stock. Included marking to market, working with transfer agent, and registering 144A securities

intern - terrorist threat assessment group

nypd

2006-6 - 2006-8 · 3 mos

* Developed proprietary intelligence reports based on open source channels * Participated in weekly round table discussions regarding recent trends in global terrorism with an emphasis on predictive analysis * Contributed to drafting threat identification manual for use by uniformed police force

trade support analyst

cantor fitzgerald

2001-9 - 2003-1 · 1 yr 5 mos

* Rebuilt and managed 11 person "middle office" team responsible for coordinating activities of off-site back office support group and the 100+ person national sales force * Led effort to recover historical trade information lost on 9/11 * Authored Trade Support training manual to assist with rebuilding of staff * Maintained internal inventory and reconciled trade information with buy side clients and floor brokers. Included prime brokerage, settlements, new accounts, and commission information

managing partner and portfolio manager

laughing water capital

2013-1 - Present · 13 yrs 9 mos

Laughing Water Capital is a private investment partnership dedicated to compounding wealth through the patient ownership of a concentrated portfolio of equity securities.