Tarek is available for hire
Hire TarekTarek Antaki, CFA
Verified Expert in Finance
Finance Expert
Location
Waikoloa Village, HI, United States
Toptal Member Since
February 2, 2021
Tarek has 20 years of investment analyst experience across a broad spectrum of company stages (angel, venture, growth, mature) and geographies (US, Europe, MENA, and Africa) and public and private equity markets. He has invested or advised on over $250 million in investments throughout his career. Notable investments include Airbnb, Uber, Souq.com, SpaceX, MultiPlan, and EOS Energy. He looks forward to assisting clients with private and public equity research needs.
Career Highlights
Equity Analyst
Sems Capital
Education Highlights
Bachelor of Business Administration Degree
University of Houston
Certification Highlights
CFA
CFA institute
Case Studies
Industry Expertise
Other Expertise
Work Experience
Investment Principal
2008 - 2020
ACE
- Participated in all aspects of the investment process (e.g., sourcing, raising capital, researching, and monitoring) and on all stages of a company (e.g., venture, growth, buyout, and secondary).
- Oversaw 19 private equity investments (half-realized/half unrealized), which have generated a MOIC and IRR of 2.1x and 20.7%, respectively (as of 1/21/2021).
- Hired, trained, and managed investment analysts. Recognized as a good mentor with new hires excelling both internally or externally, after their departure.
- Spearheaded recruiting, training, and managing four research analysts in a newly created outsourced research firm which generated 100 research reports for ACE & Company and other clients in 2019.
- Completed notable investments including Airbnb, Uber, Souq.com, SpaceX, MultiPlan, and EOS Energy.
- Researched and invested in various growth stage companies in the MENA region and Sub-Saharan Africa in the consumer goods, education, pharmaceutical, and food and beverage, among other sectors.
Focus areas: Buyouts, Growth Equity, Advisory, Investments, Investing, Venture Capital, Chartered Financial Analyst (CFA), Hedge Funds, Trading, Capital IQ, Equity Research, Valuation Modeling, Investment Analysis, Research Analysis, Investment Banking, Early-stage Startups, Hedge Fund Consultant, Technology, Portfolio Management, Quantitative Modeling, Egypt, Tunisia, EMEA, Market Research, Market Research & Analysis, Market Segmentation, Competitor Analysis & Profiling, Statistics, Pitch Decks, Pitch Deck Consultant, Fundraising Consultant, Real Estate, Valuation, United States, Western Europe, Startups, Go-to-market Plans, Forecasting, Financial Forecasting, Value Investing, Electric Vehicles, Bloomberg, Company Research, Industry Analysis, Fundraising, Revenue & Expense Projections, Private Equity, Stock Trading, Finance, Investor Reporting, Stock Analysis, Stock Market, Stock Price Analysis, Business Strategy, Public Companies, Mergers & Acquisitions (M&A), Due Diligence
Equity Analyst
2005 - 2008
Sems Capital
- Analyzed 1000+ potential investments across all industries and sectors. Conducted independent research and recommendation of investments directly to portfolio manager.
- Managed a team of 2-5 analysts through all phases of the investment process (e.g., identification, valuation, financial statement analysis, proprietary screens, scenario analysis, financial modeling, and macro and micro news flow analysis).
- Conducted in-person and remote interviews with CEOs, CFOs, current and former employees, industry experts, competitors, suppliers, customers, and distributors.
- Generated approximately 10-30% of funds positions at any given time—identified investments that outperformed broader markets by an average of 10% per year over four years.
- Identified the housing market bubble and, in conjunction with the portfolio manager, created and executed a successful strategy of shorting lower grade companies to higher grade companies hit by a housing downturn.
Focus areas: Financial Statements, Qualitative Research, Quantitative Analysis, Analysis, Research, Chartered Financial Analyst (CFA), Hedge Funds, Trading, Equity Research, Valuation Modeling, Investment Analysis, Research Analysis, Hedge Fund Consultant, Portfolio Management, Technology, Quantitative Modeling, Market Research, Market Research & Analysis, Market Segmentation, Competitor Analysis & Profiling, Statistics, Real Estate, Valuation, United States, Forecasting, Financial Forecasting, Value Investing, Bloomberg, Company Research, Industry Analysis, Private Equity, Stock Trading, Finance, Stock Analysis, Stock Market, Stock Price Analysis, Business Strategy, Public Companies, Due Diligence
Education
1999 - 2002
Bachelor of Business Administration Degree in Accounting
University of Houston - Houston, Texas, USA
Certifications
SEPTEMBER 2007 - PRESENT
CFA
CFA institute
Collaboration That Works
How to Work with Toptal
Toptal matches you directly with global industry experts from our network in hours—not weeks or months.
1
Share your needs
Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2
Choose your talent
Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3
Start your risk-free talent trial
Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.
Top talent is in high demand.
Start hiring