Institutional Edge

For investment funds and financial institutions seeking to improve their performance

Our research publications track record may be examined here

Who it’s For: Institutional investors (fund managers, executives of endowments) with AUM in excess of $100 million.

Overview: Financial institutions and professionally managed fund managers accepted into this program will receive our entire universe of research coverage in addition to our written and video research publications. They will also be provided with a monthly discussion and analysis focused on the US capital markets along with a Q&A session for up to 10 eligible participants.

How it Works: In addition to the monthly conference calls, team members of the participating fund or financial institution will receive a total of 20 hours of live consulting time with Mike Stathis. 

Topics of discussion include but are not limited to market valuation, market forecasting, securities analysis (fundamental and technical), trading strategies, asset allocation, economic analysis and forecasting, real estate, as well as specific topics in private equity, venture capital such as intellectual property, biopharmaceuticals, healthcare IT and telemedicine.           

We also provide customized securities research and analysis at a substantial discount for enrollees of the Institutional Edge.

Email us for details. Upon verification of your credentials, we will arrange for a follow-up phone conference to discuss the options available in this platform.

Cost: please inquire with the details of your fund or firm, the number of advisers/fund managers and analysts, AUM and other relevant information. 

We are not licensed as financial advisers and we do not provide personalized financial advice. It is up to each subscriber to consult a licensed financial adviser in order to make sure our guidance and recommendations fit within their investment profile. We do not provide any refunds, nor do we offer any guarantees. 

Prior to subscribing to this publication, you must agree to our Subscription Agreement and Terms of Use.

By submitting payment, you agree to have read, understand and agree to all terms and conditions within each of these documents.

NOTE: You must be approved in order to enroll into this program. We reserve the right to reject any applicants we believe could use our research in a manner that violates our Terms of Service. Due to time constraints, this program is extremely limited on a first-come basis.

 

In the public markets Mike assists hedge funds, endowments and financial firms as the Chief Investment Strategist of AVA Investment Analytics. He provides clients with proprietary investment strategies, valuation analysis, market forecasting, risk management and distressed securities analysis. 

Mike’s work in the private markets includes valuation analysis, deal structuring, and business strategy, with a technology focus in biopharmaceuticals, healthcare IT and telemedicine.

Mike has advised numerous multi-billion dollar hedge funds, venture capital firms and pension plans.  He has advised countless entrepreneurs, startup, early and middle stage companies. He has structured and negotiated financing terms for entrepreneurs seeking venture capital. Finally, he has structured business spin offs, analyzed and written hundreds of business plans for entrepreneurs, Fortune 500 corporations and venture capital firms.

As arguably the only person in the world who predicted the financial apocalypse in detail, Mike was also the only financial professional to have turned bullish at the market bottom.  This spurred the initiation of our first research publication, the Intelligent Investor.  The Market Forecaster was later launched for those who wanted a more abbreviated research report focused only on the U.S. and emerging markets. 

Mike's amazing insights combined with the accuracy of his investment and economic forecasts has has positioned him as one of America's most astute and creative financial experts.

Prior to forming AVA Investment Analytics, Mike worked at UBS, followed by Bear Stearns, where he focused on asset management and merchant banking. He is also the Managing Principal of Apex Venture Advisors. Mike has served as an adviser to various hedge funds, endowments, pension plans, private equity and venture capital funds.