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BiosDecember7DaviNatale.docxJohn Davi Bio
John Davi has 18 years of experience spanning across Macro ETF Strategy, Quantitative Research & Equity Derivatives.
John was Head of Morgan Stanley’s Institutional ETF Content where he produced hundreds of strategy pieces over an 8-year period. It was a Multi-Asset job and involved developing ETF investment ideas to add alpha to investors’ portfolios.
While working for Morgan Stanley’s ETF Product Group, John frequently traveled across the world to meet with sophisticated Hedge Funds, Asset Managers, and Pension/Endowments. John’s ETF content was top ranked twice by Institutional Investor magazine under the Sales & Trading category, as well as by ETF.com. John assisted some of the biggest ETF Providers on New Product Development ideas and Product Strategy.
John began his career in 1999 doing research on ETFs in Merrill Lynch’s Global Equity Derivatives group when the product had only $100 bln AUM vs. over $3 trillion now. Within the Global Equity Derivatives group, John was Head of the Delta-1 Research group where he produced several hundred research reports on ETFs, Futures, Options, and Indices.
John structured ETF model portfolio solutions as early as 2002 for both Merrill Lynch’s Institutional Investors and Financial Advisors where several billions of assets were raised. John’s team created numerous indices which were packaged into structured products and distributed into the firm’s Retail Division.
While John worked in the firm’s Global Equity Derivatives Research group, he was part of a team that was ranked top 3 by Institutional Investor magazine in 6 of his 8 years. He was the only member of the Global Derivatives Research team not to have a PhD, advanced mathematic degree, MBA, or CFA. John’s research lead to broker votes and increased trade allocation from the buy-side.
John was a Merrill Lynch Innovation Award Recipient where he was 1 out of 40 VPs globally chosen and received funding to launch a new business.
Between Morgan Stanley and Merrill Lynch, John spent 4 years on a Global Derivatives Desk where he structured a broad array of derivative solutions for many of the world’s largest Asset Managers, Hedge Funds, and ETF providers.
In 2017 John founded Astoria Portfolio Advisors, an investment advisor that specializes in the construction, management and sub-advising of low-cost, ETF Model Portfolios. The firm utilizes a comprehensive list of macroeconomic models and cross asset risk indicators as well as the firm’s deep quantitative portfolio construction background with the goal of providing better risk adjusted returns across varying economic cycles.
John graduated with honors from Hofstra University. He interned 35 hours a week in while finishing his last year of school for Merrill Lynch’s Global Equity Derivatives Research group. John also worked 25 hours a week as an Investment Strategist for Dreyfus while finishing his junior year at Hofstra.
John sits on various boards, is active in his community, spends a lot of time mentoring aspiring finance professionals, and works with several non-profit organizations. John is an avid reader of Investment books. His favorite is ‘The Most Important Thing’ by Howard Marks. John was born, raised, and lived in Astoria, Queens for 28 years.
Nick Natale is an audit partner in KPMG’s Long Island office with over 15 years serving clients in the technology industry. He began his career with KPMG in September 2003 after graduating from Hofstra University. Nick’s consistent high performance, technical knowledge and exceptional client service earned him a promotion to partner in 2017. He has provided audit and advisory services to clients that range from Fortune 500 public companies to fact growing emerging technology start-ups. Over the course of his career he has received numerous accolades at the national level within KPMG for high performance and mentoring professionals across the firm. Nick pioneered the firm’s Engagement of Choice initiative which focused on innovative ways to provide predictability and flexibility to professionals across the firm. He is also a current board member and treasurer of the Long Island Software and Technology Network (LISTnet), a non-for profit organization dedicated to mentoring and promoting technology start-ups on the Long Island.
