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Beacon Equity Research

Our Team

Jeff Bishop - Editor

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Jeff Bishop is a founding partner and overseeing editor of Beacon Equity Research. He has over 10 years experience in investment and research analysis. He holds a Bachelor's degree in Finance and a Master's degree in Economics both from the University of Texas. Previously, he was a real estate analyst for a prominent financial services firm in Dallas. He has owned, or partnered, in several small businesses and has performed consulting for a wide variety of business start-ups. He has also been a writer for several prominent online financial websites over the years. Jeff is also a member of the international MENSA organization.

Shailesh Dhuri, CFA - Senior Analyst

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Shailesh is co-founder of Advanced Investment Mechanics. Prior to establishing AIM, Mr. Dhuri worked for the treasury team at Credit Agricole Indosuez, where he was responsible for bond trading, ALM and transfer pricing. Before moving to Credit Agricole, Shailesh headed the trading desk of one of the primary dealers of Indian Government Bonds. Shailesh started his career with Unit Trust of India, where he held various assignments, including launch of the first money market mutual fund in India, heading the treasury desk of the fund. Shailesh is holds an MBA from the Indian Institute of Management, Bangalore. In addition, he holds CFA qualification from ICFAI, FRM qualification from GARP, PRM qualification from PRMIA, and Cost Accounting qualification from ICWAI.

Jefferey Lawrence, CFA - Senior Analyst

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Mr. Lawrence has extensive experience in many aspects of capital markets including analysis and trading of fixed income, equity, and derivative instruments. Currently employed at a major North American financial institution, he sits on various corporate committees including the Economics Committee, Strategic Steering Committee, and Editorial Board. His employment history includes both analyst and management roles at large financial institutions as well as technology start-ups. Jeff has also been a guest lecturer for an MBA finance course and is a CFA charterholder.

Varsha Chitale, CFA - Senior Analyst

Ms. Chitale is a senior analyst and founding member of independent research firm ValueNotes Database. She holds a Masters in economics from the London School of Economics and is also a qualified CFA. She has over a decade's experience in market research, economic research, industry research and management consulting, and has also lectured in Economics. She has worked with a number of research and consulting organizations including the Indian Institute of Management, Bangalore; Vysya Bank and Strategic Management Centre.

Arun Jethmalani - Senior Analyst

Mr. Jethmalani is a senior analyst and founding member of independent research firm ValueNotes Database. He has an engineering degree from Indian Institute of Technology (IIT), Bombay and an MS from Duke University, Durham. He has 18 years of experience in IT consulting, management consulting, market research, equity research and portfolio advisory services. He has also lectured in Securities Analysis at the Symbiosis Centre for Management & HRD. For the last eight years, he has been a financial columnist with the Economic Times, India's largest financial paper, and has also contributed to various other journals/web sites.

Josephine Marshall - Analyst

Josephine has a solid background in accounting, financial analysis, and institutional research. She has previously worked as a Research Analyst for Zacks Investment Research in Chicago where she closely followed 42 gas and utility companies listed on the NYSE. At Zacks, her analysis was used to generate short-term price targets for the firms that she followed. She earned a license as a Chartered Accountant in 2001, which carries the equivalency to a CPA designation in the United States. She has currently works for ICRA Online where she manages the back-end research for a wide range of public and private firms.

Gaurav Gupta - Analyst

Gaurav is a co-founder of Advanced Investment Mechanics. Prior to this, Gaurav was the Advisory Strategist for Onshore Private Banking, Deutsche Bank. In this capacity, he was involved in development of portfolio strategy for clients. He introduced pioneering structured investment solutions using derivatives for the Bank's clients. He put in place a complete financial advisory platform using strategic and tactical asset allocation. He spearheaded the effort for development of an efficient frontier covering Indian financial asset classes. Prior to Deutsche Bank, he was part of the Investment & advisory team with Private Banking, BNP Paribas. Earlier he has been part of the bond trading team at Unit Trust of India. He started his career researching equity stocks amongst various sectors for portfolios under his responsibility at Unit Trust of India. Gaurav received his B.A. in Economics from the University of Mumbai, and his Masters in Management Studies in Finance from the NMIMS, University of Mumbai.

Bobby Shethia - Analyst

Mr. Shethia is a senior analyst with independent research firm ValueNotes Database. He is an M.B.A. from Rice University Houston, U.S.A., and has 15 years of equity and industry research, including competitor analysis and marketing strategy. He has worked for portfolio management companies, including Venghiattis & Co., Houston; and Indian stock-broking firms, and has also been a portfolio advisor and a fund manager.

Anupama Janardhanan - Analyst

Anupama is an analyst with independent research firm ValueNotes Database, and has a CA (equivalent to CPA) qualification as well as an MBA in Finance. She has worked with leading consulting and audit firms; and has prepared financial feasibility reports, cost estimates for housing schemes, cost benchmarking, statutory and internal audits, valuations, financial structuring, etc.