Rich Falk-Wallace

Co-Founder

New York City, New York, United States12 yrs 2 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Co-Founder & CEO of innovative portfolio intelligence firm
  • Managed $1B+ equity long/short book at Viking Global Investors
  • Top-rated analyst in J.P. Morgan's Restructuring Group
Stackforce AI infers this person is a Fintech expert with strong investment analysis and portfolio management skills.

Contact

LinkedIn

Skills

Core Skills

Financial AnalysisInvestments

Other Skills

Portfolio intelligenceInvestment processRisk assessmentData analysisEquity long/short portfolio managementMarket analysisRisk managementEquity long/short strategyAnalytical skillsNatural resources coverageDistressed debt analysisInvestment researchSector coverageInvestment bankingRestructuring

About

Co-Founder & CEO at Arcana. Arcana enables institutional investors to understand their portfolio risks, decompose single stock & book performance, drill into crowding, and isolate their idiosyncratic differentiation. Built on our proprietary crowding, ownership, factor risk, and performance datasets.

Experience

12 yrs 2 mos
Total Experience
2 yrs 5 mos
Average Tenure
4 yrs 2 mos
Current Experience

Arcana

Co-Founder & CEO

Mar 2022 – Present · 4 yrs 1 mo · New York City Metropolitan Area

  • Portfolio intelligence & investment process for institutional investors.
  • Arcana enables investors to understand portfolio risk, decompose single stock & book performance, drill into crowding, and isolate their idiosyncratic differentiation. Built on our proprietary crowding, ownership, factor risk, and performance datasets.
Portfolio intelligenceInvestment processRisk assessmentData analysisFinancial AnalysisInvestments

Citadel

Portfolio Manager, Equity Long/Short

Jan 2020 – Dec 2021 · 1 yr 11 mos · New York, New York, United States

  • Surveyor Global Natural Resources long/short equity portfolio.
Equity long/short portfolio managementMarket analysisRisk managementInvestmentsFinancial Analysis

Viking global investors

Senior Investment Analyst

Feb 2018 – Jan 2020 · 1 yr 11 mos

  • $30B AUM equity long/short hedge fund.
  • Managed $1B+ analyst equity long/short book
  • Natural resources, information services (IHS Markit & Verisk), materials, semiconductors, industrials coverage
Equity long/short strategyAnalytical skillsNatural resources coverageInvestmentsFinancial Analysis

Silver point capital, l.p.

Investment Analyst

Jul 2014 – Oct 2016 · 2 yrs 3 mos · Greenwich, Connecticut

  • $10B AUM distressed debt hedge fund.
  • Mining, gaming, telecom, sovereign coverage
  • No. 1 rated overall in Institutional Investor's Alpha Hedge Fund Rankings 2014
Distressed debt analysisInvestment researchSector coverageInvestmentsFinancial Analysis

J.p. morgan

Investment Banking Analyst

Jul 2012 – Jun 2014 · 1 yr 11 mos · New York, New York

  • Top (“E”) rated all periods. Restructuring Group.
Investment bankingRestructuringFinancial modelingFinancial AnalysisInvestments

Education

Columbia University

Bachelor of Arts - BA — Economics/English

Jan 2008 – Jan 2012

Phillips Exeter Academy

Jan 2004 – Jan 2008

Ethical Culture Fieldston School

Sep 1995 – Jun 2004

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