STEVEN PASKO
Delray Beach,FL
Summary
Senior finance executive with 25+ years of experience in portfolio management, investment strategy, equity research, and asset allocation. Proven track record of identifying high-alpha investment opportunities in technology sector investments, achieving consistent 15.7%+ annual returns. Expertise in fundamental analysis, financial modeling, valuation, institutional investing, risk management, and corporate finance. Adept at leading research teams, developing proprietary pricing models, and driving buy-side decision-making for hedge funds and investment firms.
Overview
32
32
years of professional experience
Work History
VP of Acquisitions
SuttonPark Capital
01.2015 - Current
- Directed pricing strategy for specialized investment-grade assets, aligning with credit agreement standards.
- Managed a team of 20 originators, promoting collaboration to improve loan originations by a 30% CAGR.
- Enhanced and developed broker relationships which resulted in year over growth in both number of transactions and transaction sizes each year.
Senior VP, Investor Relations
ICR Inc.
01.2010 - 01.2015
- Executed multi-year investor relations strategies which resulted in a 55% CAGR growth in stock valuations.
- Acted as a single point of contact between clients and both existing and potential new institutional investors,
- Enhanced messaging for M&A transactions to facilitate capital raising initiatives.
Portfolio Manager & Equity Analyst
SAC Capital
01.2005 - 12.2010
- Performed comprehensive equity research and valuation modeling for more than 150 technology sector investments..
- Developed and refined proprietary financial models and valuation frameworks, achieving consistent annual returns of 15.7% across Technology sector of stocks.
- Collaborated with analysts to identify promising investment opportunities, maximizing portfolio growth.
Senior Equity Analyst
Andor Capital Management
01.1994 - 01.2005
- Generated investment ideas for half of the fund's $8 billion assets.
- Built strong connections with company leaders and industry specialists to refine investment strategy.
- Conducted company visits for first-hand information gathering, strengthening relationships with management teams and industry experts.
- Mentored junior analysts, fostering a collaborative environment for skill development and knowledge sharing.
Education
Bachelor of Arts - Economics
Washington University in St. Louis
St Louis, MOSkills
- Portfolio Management
- Investment Strategy
- Asset Allocation
- Buy-Side Research
- Equity Research
- Fundamental Analysis
Accomplishments
- Portfolio Management Excellence: Managed portfolios worth over $4 billion with consistent 15.7%+ returns.
- Investment Strategy & Asset Allocation: Developed investment theses that led to $250M in allocations at SAC Capital.
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Timeline
VP of Acquisitions
SuttonPark Capital
01.2015 - Current
Senior VP, Investor Relations
ICR Inc.
01.2010 - 01.2015
Portfolio Manager & Equity Analyst
SAC Capital
01.2005 - 12.2010
Senior Equity Analyst
Andor Capital Management
01.1994 - 01.2005
Bachelor of Arts - Economics
Washington University in St. Louis
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