Tim Rezvan, CFA
Managing Director

EXPERTISE

•    Oil & Natural Gas Commodities Market
•    Oil & Gas Derivatives
•    Equity Research in Natural Resources
•    Distressed Debt/Equity Analysis (focus on Energy Sector)
•    Financial Statement Analysis (focus on Energy Sector)
•    Portfolio Management (focus on US Equities)

Jeff Bacidore | Algo trading | SEDA Experts

Tim Rezvan, CFA has over twenty years of experience in equity research, in both the asset management and sell-side equity research industries, working for leading financial institutions such as BlackRock and Oppenheimer. His fundamental Energy research expertise encompasses equity securities in the Exploration & Production (E&P) industry, HY debt securities, oil and natural gas commodities, and commodity derivatives. He has expertise in E&P financial statement analysis, E&P commodity hedging methodologies, broader oil and natural gas macro analysis, and investment trends in the Energy sector.

Mr. Rezvan, for the past 10 years, has been a publishing sell-side equity research senior analyst, working for Sterne Agee, Mizuho Securities USA, and, most recently, Oppenheimer & Co. His research coverage focuses on the Exploration & Production (E&P) industry, but also touches on other Energy industries, including MLPs, Refiners and Oil Services. He has experience working with companies on capital raises (IPOs, secondary equity issuances, preferred equity, HY debt), in addition to analyzing equity and HY debt securities and the oil and gas commodity markets. He has marketed his work with investment clients in the US, Canada, Europe, Japan, and Israel.


Priorly, Mr. Rezvan worked as a director and quantitative research analyst at BlackRock and had sector coverage responsibilities for the Energy sector with an investment team that successfully managed over $6 billion in institutional accounts, mutual funds and closed-end funds from 2003-2009 using a quantitative model with a fundamental overlay to manage equity portfolios. His work included back-testing and validating quantitative signals to assist in portfolio construction, as well as managing day-to-day data processing for the global alpha models

 

Mr. Rezvan has frequently been quoted in The Wall Street Journal, CNBC, Bloomberg, and Fox News, in addition to other outlets. He holds a BBA (Finance) from the College of William & Mary, where he also completed the degree requirements for a BA in Spanish. He also holds an MBA from New York University’s Stern School of Business. He has been a CFA charterholder since 2001. 

EDUCATION

 

New York University Stern School of Business

MBA

College of William & Mary

BBA, Finance; also completed degree requirements for BA, Spanish.

 

EMPLOYMENT HISTORY

Oppenheimer & Co. Inc.

Managing Director, Energy Research

2018-2020

Mizuho Securities USA

Managing Director, Energy Research

2016-2018

Sterne Agee

Managing Director, Energy Research

2010-2016

BlackRock

Director, Quantitative Research Analyst
2003-2009

OTHER

CFA Institute

Chartered Financial Analyst (CFA)

FINRA Series 7, 63, 66, 87 license-holder

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