MAUREEN MCENROE, CFA
Creating Alpha via Timely Original Stock Ideas
Combines deep independent research and stock idea generation with an astute sense of timing and market dynamics to make decisive Buy/Sell decisions. Clearly understands the various healthcare sectors, the regulatory environment and the interactions between them. Translates that knowledge, coupled with current market conditions or sentiment, and company specific performance to identify attractive investments. Expert in Healthcare Services sector including HMOs, Hospitals, PBMs, Distributors, Labs, Skilled Nursing, HIT and Home Care companies. Knowledgeable in Medical Technology and Biotechnology sectors. Utilizes top down sector analysis coupled with bottoms up stock selection to drive superior returns.
Increasing Returns Via Timely Original Investment Ideas and Insightful Event Driven Trading
Healthcare Industry Experience Financial Analysis Market Research
Profitable Stock Selection Marketing Ideas Business Valuation
Creative Problem Solving Consensus Building Relationship Management
Regulatory Impact on Stocks Relative Valuation Market Dislocation Opportunities
IGUANA HEALTHCARE PARTNERS, New York, NY 2017- 2018
Senior Healthcare Services Analyst, Director of Marketing and Investor Relations
Analyze Healthcare Services, Med Tech and some Biotechnology stocks and select stocks to optimize performance in the portfolio. Assess regulatory and macro market factors and determine how they will impact stocks and sectors. Seek out innovation and trend bending products or services. Maintain large healthcare stock database used to spot inconsistencies in stock valuations or overreactions pll news. Foster proactive communications with companies and Sell Side analysts. Market the fund to potential investors.
ICV, New York, NY 2016 -2017
Managing Director of the Strategic Advisory Business at ICV.
Provide Consulting and Advisory services to several public and private companies. Develop strategic messaging and manage company-client relationships. Helped develop and produce industry conferences.
BDR RESEARCH, New York, NY 2008-2011
Vice President Healthcare Services
Provided proprietary research, market analysis and long/short stock selections for Hedge Fund/Mutual Fund clients. Conducted individual and team projects including product/services analysis, market potential, likely launch success, and competitive threat analysis.
MAC Healthcare Consulting, Pearl River, NY 2003- 2019
Buyside Analyst & Portfolio Consultant
Generates higher than average returns for clients through proprietary research and analysis, and buy/sell/short recommendations to several Hedge fund clients. Maintain active communications with companies in the portfolio, potential investments, Washington DC regulations, and sell-side sales, trading, and research personnel.
MERLIN BIOMED GROUP, New York, NY 1999-2002
Healthcare Services Portfolio Manager
Consistently delivered positive investment gains to the overall portfolio from long and short Healthcare Services stock investment. Collaborated with the principal portfolio manager in research, buy/sell decisions in the Biotechnology and Pharmaceutical sectors. Maintained active communications with companies in the portfolio, potential investments, Washington DC regulations, and sell-side sales, trading, and research personnel. Marketed the fund to investors.
HCFP/BRENNER SECURITIES (formerly LOEWENBAUM & CO), New York, NY 1995-1999
Director, Senior Health Care Analyst, Director of Healthcare Research
Established coverage of the nascent Physician Practice Management and Healthcare Information Services industries. Drove positive client profits with these research ideas. Initiated certain Biotechnology companies’ coverage. Actively marketed ideas and investment banking product to Buy Side clients. Successfully placed several IPO and private deals.
Trained support staff.
Conducted detailed sales force teach-ins on various topics in healthcare.
Performed due diligence and advisory services for companies and for corporate finance and M&A.
MERRILL LYNCH CAPITAL MARKETS, New York, NY 1990-1995
Vice President, Senior Financial Analyst 1991-1995
Established coverage of agricultural biotechnology and Bioinstrumentation stocks. Temporarily covered the entire biotechnology industry while Merrill Lynch searched for an II ranked analyst to fill the position. Successfully marketed stock ideas to Buy Side Clients.
Consistently wrote extremely detailed initial research reports providing clients, companies and the sales force with thorough overviews of companies, growth trends, and position in the industry. Reports frequently used as resource documents to research companies.
Selected to present “Wall Street Analyst Perspective” on agricultural biotechnology to Washington policymakers from FDA, USDA, advocacy groups, and corporate sponsors.
Uncovered and developed a relationship with a little known Belgian company, winning the assignment to bring the company public.
Discovered a large block of shares for sale of a recommended company. Developed plan with traders to efficiently place shares, preventing downward pressure on the stock.
Performed due diligence and advisory services for companies and for corporate finance and M&A activities.
Assistant Vice President, Industry Analyst 1990-1991
Formulated a list of industry experts and cultivated relationships with them enabling me to access their opinions on current projects and products.
Conducted several physician surveys eliciting information on new-biotechnology products determining potential problems, sales magnitude, use patterns, and side effects.
Authored a comprehensive matrix of biotechnology products by company and phase of development for distribution to clients. Matrix further requested by biotechnology, drug, and instrumentation companies.
PRUDENTIAL SECURITIES, New York, NY 1989-1990
Junior Biotechnology Analyst
Evaluated the financial prospects of biotechnology companies by analyzing technologies, products, markets, competition, and financials. Disseminated research and estimates to clients and sales force.
Established primary coverage of first company within six months of being hired as a junior analyst, and three companies within the first year. Co-covered an additional eighteen companies.
Won public offering assignment on a primary coverage, conducted appropriate due diligence,
marketing, and road-show where appropriate.
MEMORIAL SLOAN KETTERING CANCER CENTER, New York, NY 1986-1989
Clinical Nurse II, Special Care Unit
BRONX VETERANS ADMINISTRATION MEDICAL CENTER, Bronx, NY 1983-1986
Registered Nurse, Surgery/Surgical Intensive Care Unit
Managed a caseload of primary care patients in a busy ICU. At Sloan Kettering during the initial IL-2 Clinical trials conducted in our unit. Gained valuable industry experience and relationship management with MDs and professionals.
M.B.A. Finance Leonard N. Stern School of Business New York University
B.S.N. Columbia University School of Nursing
Bronx High School of Science