Uppili Ramabadran

• Lead the ESG research and manager of Equity research practice at Tara Capital.
• Set up the ESG research process, reporting frameworks, and structure for a billion-dollar hedge fund based out of the USA. The ESG work was mainly related to three specific sectors - Auto, Energy and Materials (Carbon transition fund)
• Set up the ESG research process, reporting frameworks, and structure for a financial database provider in the US. The ESG framework process was mainly for US stocks.
• Core member of the team which set up the India equity long-only investing process, structure, and selection of stocks for Tara Capital Partners.
• As an equity research analyst for the international BFSI sector, responsible for in-depth fundamental and quantitative research and analysis of mid and large-cap stocks in the banking and insurance sectors. This covers stocks listed in the US and European capital markets.
• Work involves recommending monthly portfolio allocation and rebalancing of approx. 100 stocks based on an internally developed proprietary model that factors qualitative and quantitative metrics with discretionary oversight.
• Using this process, successfully captured the structural weakness in Silicon Valley Bank and recommended a short position in the same months before its collapse.

• Successfully negotiated a deal with US-based Hedge Fund – System Two Advisors, to establish its exclusive offshore equity research unit in 2013.
• Recruited and operationalized a team in October 2013, and Sys Two Analytics & Research was successfully incorporated in February 2014.
• Built and scaled the business from the ground up over the next 6 years. Team strength increased from 7 to 25. Revenues increased by more than 4x to more than INR 1 crore. The scale of operations was expanded from core fundamental equity research to other areas like quantitative research, portfolio management and rebalancing, and process outsourcing.
• Worked with ex-Quant head (global) of Goldman Sachs to develop and establish the equity research process at Sys Two Analytics & Research
• As Equity Research Analyst for BFSI sector (US and European stocks) was responsible for recommending monthly portfolio positions and alpha generation for stocks in the sector for different funds of System Two Advisors
• The company was absorbed by Tara Capital Partners India Private Limited, Mumbai
• Managing the compliance work, working with regulators, and establishing a Registered Investment Advisor business for STAR India.
• Was instrumental in setting up Indian trading operations based out of Chennai. Ramped up the operations of Indian trading for STAR India by playing an active role in recruiting analysts.
• The attrition rate was less than 1.0% till April 2020. I personally consider building and mentoring a talented and highly motivated team as my single biggest and most satisfying achievement.

Vistasoft was the exclusive research unit of Roc Capital Management, USA (formerly DB Equitech/ proprietary trading team of Deutsche Bank). At its peak, Roc Capital had over a billion$$ in AUM.

• In-depth fundamental research on stocks in Banking and Insurance sector and recommending pair trades.
• As the BFSI analyst for the fund during the global financial crisis of 2008, I played a part in enabling portfolio managers to successfully navigating crises with successful short recommendations in BFSI sector.
• Updating portfolio managers on a daily basis on the impact of all sector and stock-specific news flows and their secondary impacts to enable them in making informed decisions on trades for the day. This involved analyzing earnings news flows, sell-side opinions, special situations/events (M&A, restructuring etc), the impact of key economic variables etc.
• Was deputed to New York Office to successfully complete a research project. The research analysis work was completed within the deadline mandated by the management.
• Qualitative identification of portfolio risk exposure and high absolute return opportunities.
• Part of the senior leadership team that successfully expanded the research team in India when Equitech moved out of Deutsche Bank to set up Roc Capital in 2009.
• Responsible for managing the research team since 2010. Headed the recruitment process for Vista Soft India and was responsible for ramping up the headcount from about four to 12 research analysts.

• Analysis of quarterly earnings of companies and stock recommendations for a reputed US company
• Prepare industry and competitive analysis report on various companies based in Europe for a leading research provider in Europe.
• Presentation on viral marketing for a hedge fund based in the U.S. This won the company's contract from the hedge fund for $50,000.
• Report on the renewable energy sector in India, which involved detailed analysis and investment opportunities in this sector for a leading venture capitalist firm in Europe

• Risk mapping process for a leading auto component manufacturing firm
• Cost-reduction mapping process for Inventory control for a Specialty Hospital in Chennai