Investment Analyst · Research & Writing
I am an Investment Analyst with experience across structured credit / private credit, venture capital and emerging markets. This site is where I publish personal research and perspectives based on public information.
Selected research
A selection across private credit, venture capital and markets.
Private Credit ·
Asia's private credit opportunity is highly fragmented. The underwriting challenge is to connect borrower cash flow with currency, rates, jurisdiction and recovery rather than stop at headline yield.
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Venture Capital ·
A day with founders and investors at OGR Torino reinforced a broader question about Italian venture capital: the ecosystem can create ambitious startups, but can it provide the capital, networks and conditions required to scale them?
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Markets ·
How expanding trade between developing economies is reshaping the geography of global commerce — and why the shift matters for investors looking beyond the traditional North–South framework.
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Professional experience across structured credit, venture capital and emerging markets, with an international path across Europe.
Supporting structured and private credit within asset management through investment monitoring, portfolio reporting, coverage analysis and cash-flow / performance work across private-market exposures.
Venture capital investing across European and international technology, including screening, investment analysis and due diligence in deep tech, life sciences, aerospace and cybersecurity.
International business development and sales for an active asset manager focused on emerging markets, working across equity and bond strategies with particular exposure to Asian markets.
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Investing, personal finance and conversations remain available without competing with research and professional background.