Mr. Davis founded Stance Capital to bring to market investment portfolios that mitigate material environmental, social, and governance risks and generate excess returns, while at the same time allowing investors to align their portfolios with their belief systems.
Firm Responsibilities:
Portfolio Management
Relationship Management
Business Management
Firm History:
Founder of Firm (2016)
Portfolio Manager since inception (2014)
Selected Prior Experience:
Empirical Asset Management – Managing Director
ZE-gen – CEO and Founder
Education:
BA: Connecticut College
Series 65
Teaching & Guest Lectures:
Columbia University
Harvard College & Harvard Business School
MIT & MIT / Sloan
Vanderbilt University
Social Impact:
Board Member: Ceres, Children’s Environmental Literacy Foundation
Advisory Boards: Seven Hills Global Outreach, Ceres President’s Council
Firm Responsibilities:
Portfolio Management
Development of security selection and risk management models
Analytics
Firm History:
Stance Capital Partner since Founding (2016)
Developer of models since inception (2014)
Full time with Stance & Portfolio Manager since 2020
Selected Prior Experience:
IBM – Head of Cognitive Forecasting
IBM – Managing Strategy Consultant and Data Scientist
Corporate Knights Capital – Director of Quantitative Strategy
Capital One – Sr Data Scientist
Education:
M.Sc Financial Markets – EDHEC Business School
B.A. Honours Economics – McMaster University
B.Sc Mathematical Sciences – McMaster University
Series 65