Eric Fernandez, CFA, has 20+ years of investment and investment banking experience. His experience in company modeling, equity valuation and credit is the backbone of Two Rivers Analytics analytical framework.
Before founding TRA, he was Senior Strategist at an Institutional Investor (II) ranked independent research firm. He created a family of factor-based long/short stock selection models. He conducted all of the backtesting that formed the basis of their models, developed the firm’s risk appetite index, built all historical industry and sector databases and wrote research focused on factor behavior and sector and industry recommendations.
Previously, he was employed at Salomon Smith Barney, Oppenheimer and Kleinwort Benson in the Mergers and Acquisitions groups. He advised on and executed mergers, divestitures and acquisitions for US, European and Latin American companies. His transaction experience involved leading teams in due diligence, preparing valuations and fairness opinions, running divestiture processes, and structuring and negotiating transactions. He has executed transactions in many industries, including energy, health care, software and IT services, building products and media. Prior to his M&A work, he was a credit analyst involved in leveraged lending and distressed debt restructurings with US and European financial institutions.
He holds a Chartered Financial Analyst (CFA) designation and FINRA Series 7, 24, 86 & 87 licenses. He earned degrees in Finance from Wharton Business School and the University of Florida. Mr. Fernandez volunteers as an industry mentor and judge for NYSSA and Stamford CFA Society university programs.