I lost nearly everything in 1998. I used what I learned from clawing my way back to help businesses avoid loss and increase profit.

The Profit Boot Camp - We help mid-size family businesses double profits in 12 months. Guaranteed.
https://www.theprofitbootcamp.com/

Other activities
Valuation Master Class - Become a valuation expert in months, not years.
Valuationmasterclass.com

My Worst Investment Ever podcast - I'm on a mission to help one million people reduce risk in their lives.
Myworstinvestmentever.com


WHAT OTHERS SAY,
"Andrew helped me optimize my company's exit value by at least 25%. And he did this over two months and only worked part-time on my project."

"Andrew is so practical, real, experienced, and remarkably intelligent about financial and business matters. He communicates effectively through relevant stories and clear explanations."

"I gained knowledge about how we can drive value in our business and the elements that make our company Financially World Class."

"Dr. Stotz helped me see that finance indeed is for everyone, and it can be applied to real life."

"Dr. Stotz taught me that teamwork between each department in my company is a must to create profitable growth."

"Finance Made Ridiculously Simple, is the most powerful finance training for non-finance people that I have ever attended."

Contact me when you are ready to double the profit of your business.
Contact me at andrew@astotz.com to see how you can benefit from what we do.

Andrew Stotz

S&P Global

Issuer solutions (APAC), S&P Market Intelligence

•Analyse motivation behind institutional shareholder ownership movements based on macro, fundamental & technical analysis and news flow of public listed equity to improve client communication with existing institutional shareholders.
•Identify leading institutional buyers and sellers behind clients' public listed equity through real-time tracking based on SEC Form 13F fillings, internal fund updates intel and custodian movements in adjusting their investor strategic outreach plan & program.
•Research and classify clients' institutional shareholders to identify underweight, overweight, or non-holder investors based on SEC Form 13F fillings and internally developed suitability scores to empower client in formulating best-fit investor targeting strategy.
•Customised ad-hoc report on ownership changes, valuation, and market activity to smoothen clients' IR program workflows.

Senior Associate

Insage (MSC) Sdn. Bhd.

•Lead the maintenance, update and quality control of the INSAGE Fundamental Analysis System, a financial database to deliver comprehensive and up to date financial data for internal and external clients.
•Liaise with Investor relations (IR) team, finance managers and C-suites to manage qualitative and quantitative contents in the IR Website to ensure information accuracy and stakeholders use friendly.
•Liaise with third-party public relations or investor relations consultancy agencies such as Imejjiwa and Capital Front on press release/information updates in the IR websites.
•Coordinate and manage clients’ IR and corporate website development projects to go live within set time frame.
•Collaborate with internal cross-department personnel in fulfilling project specifications along the website development period.
•Mentor, coach and manage new hires in picking up day to day workflows and fit into the organisation culture

Senior Financial Data Analyst

Insage (MSC) Sdn Bhd  (wholly owned subsidiary of Excel Force (MSC) Berhad)

Financial Data Anlayst

Capital surveillance and investment professional with over 8 years of experience delivering in-depth capital market intelligence research with focus on equity. 

Currently, a corporate advisory specialist at S&P Global Inc. responsible for providing investor movement insights and targeting intelligence services to public listed companies on NYSE and NASDAQ to boost the company investor relations outreach efforts.

Previous experiences involved in financial database management, investor relations & corporate website design, development & management with in-depth knowledge in the investor relations segment of finance industry. 

An effective communicator particularly in communicating and delivering quarterly presentations on institutional ownership movements and cross-ownership analysis as well as ad-hoc projects to clients mainly from the Greater China region listed on the US stock exchanges. Passed CFA level II helps enhances my industry knowledge in the invesment field.

For interesting opportunities, kindly reach out to me at jordanlg.mg111@gmail.com.

taplio

The Battle

Andrew Stotz

Jordan L.

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