dr. mikhail stukalo
CFA, CQF
Education
2017
Georgia State University
Atlanta, GA
Doctorate in Business
[Finance concentration]
2013
London Business School
London, UK
MBA
[Finance concentration]
2002
Moscow Institute for International Relations (MGIMO)
Moscow, Russia
BSc in Economics
Certifications
CFA, CQF, Series 65
Skills
Finance
Coding
Data Science
About Me
Investment professional creating value in quantitative asset management by combining strong academic background and practical managerial experience.
Experience
2022 - Present
Napa, CA
Co-founder | Chief Investment Officer
Responsible for creation of model investment portfolios presented on Gainy platform. Supervise a team of engineers and data scientists conducting investment research and product development.
2019 – 2022
Fidelity Investments
Boston, MA
Quantitative Research Analyst, SAI
Quantitative Research Analyst with Strategic Advisers, a quantitatively driven fund and advisory business of Fidelity Investments. Involved in research, development and backtesting of quantitative asset allocation strategies.
Principal Data Scientist
Part of the team working on AI and ML implementation for Asset Management (Fidelity Center of Excellence, CoE). Application of Machine Learning techniques to alpha generation, fund performance attribution, and development of alternative risk premia strategies.
2018 – 2019
NYC Data Science Academy
New York, NY
Data Science Fellow | Teaching Assistant
Working on Data Science projects (including Machine Learning) as a part of the curriculum.
Selected Projects:
- Application of Machine Learning to development of an asset management strategy (Python)
- Visualization of portfolio optimization (R Shiny)
- Web-scraping reddit to detect pump-and-dump in penny stocks (Scrapy, Python, R Shiny)
- Prediction models for real estate prices (Kaggle competition)
2017 – Present
QFL Capital LLC
Atlanta, GA
Principal
Manage private investment portfolio through a combination of quantitative and discretionary strategies.
Apr. 2004 – Feb. 2005 | Apr. 2006 – May 2015
Svarog Capital Advisors
Moscow, Russia
Vice President | Partner
Originated PE and VC deals totalling over $100mln. Represented the fund in the Boards of Directors of the portfolio companies.
Mar. 2005 – Mar. 2006
SARS Capital
Moscow, Russia | Kiev, Ukraine
Vice President
Structured M&A deals for large strategic acquirers in various sectors totaling over $250mln.
Jun. 2001 – Mar. 2004
Troika Dialog
Moscow, Russia
Senior Analyst
Performed quantitative analysis of fixed income placements, including products unique for the Russian market at the time. Provided analytical coverage of M&A transactions in various sectors.