John Elliott

John D. Elliott Experienced Buy-Side Investor/Technology Analyst Kansas City, Missouri, USA - - SUMMARY Buy-side technology sector analyst with more than 20 years of experience interacting with management and investment community to invest successfully through the hype and product cycles of the global technology industry for a variety of portfolio styles including Thematic, ESG, Growth, Value, and Long/Short for Global, Emerging Markets, and European mandates as well as supporting broader institutional investment decisionmaking around private and public market transactions for debt, equity, and partnership investments. PROFESSIONAL EXPERIENCE Public Sector Pension Senior Director & Investment Analyst, Team Manager TMT Montreal, Canada • Led a team guiding TMT sector investments for Global Fundamental, Global Emerging Markets, and Global Long/Short funds while helping to create and customize a custom research platform. July 2017 – September 2019 • Outperformed benchmarks and internal targets for sector performance with IT recommendations. • Collaborated with Absolute Return team to create and manage a Technology Long/Short Quant Fund. • Added significant value providing sector expertise across the CAD 170b pension fund, primarily by consulting with Private Equity, Private Debt, and Real Estate deal teams and the Partnership Portfolio. • NN Investment Partners Senior Investment Analyst/Portfolio Manager & Team Manager TMT Sector Research (ING Investment Management) • Supported daily portfolio decision-making for ING’s $400m IT fund as well as advising European and Global core, value, opportunistic, sustainable, emerging markets, and growth mandates for more than Brussels, Belgium $30b of long-only equity with a strong sustainable/ESG focus. The Hague, The Netherlands • Expanded coverage to all global technology sectors and global media while hiring, training, and June 2007 – July 2017 managing a team of sector specialists across TMT and Health Care. • In Brussels, team-managed more than $500m in long-only Global and European Technology Funds while being the lead portfolio manager on the thematic New Technology Leaders Fund. • Coordinated global technology strategy with North American and Asian research teams. • Atlanta Capital Management Vice President & Principal, Buy-Side Investment Analyst Atlanta, Georgia, USA • Expanded coverage to include Transport and Telecommunications Sectors at a $9 billion AUM firm. • Marketed the company and investment products to clients, prospects, and consultants. October 2004 – June 2007 • Collaborated with small teams to manage Small- and SMID-Cap products as well as flagship Sustainable and Large Cap Core portfolios. • Outperformed benchmark with independently managed sector holdings in analyst-driven portfolio. • ABN AMRO Asset Management Vice President, Senior Buy-Side Investment Analyst Amsterdam, The Netherlands • Guided global technology hardware sector investments for Amsterdam-based funds in $200 billion asset manager ranging from European Small Caps to Global Thematic products and a Global IT Sector Fund. Atlanta, Georgia, USA • Coordinated global technology coverage including cooperation with US- and Japan-based teams. April 1997 – October 2004 • Consistently ranked among the best performers on 20+ member Global Industries analyst team, outperforming technology sector benchmarks through extreme market volatility. • Drove investment decision-making in Amsterdam while working remotely from Atlanta for three years to aid integration of an acquired independent manager. • EDUCATION Rotterdam School of Management Master of Business Administration,- Erasmus University, Rotterdam Duke University Durham, North Carolina, USA Master of Arts in Slavic Linguistics,- Bachelor of Arts (Russian and Comparative Area Studies),- Citizenship Languages American English (Native), Dutch (Near Fluent), French (Basic) CORE COMPETENCIES Motivational Team Leader Thematic Portfolio Manager Company and Deal Due Diligence Sustainable/ESG Investor Fundamental Analysis Critical Thinking Relationship Building Financial Forecasting Management Interviewing Corporate Engagement Excel Modelling Institutional Marketing