David Epstein

No open positions remaining

Finance

Consumer Services

Profile

David Epstein worked as a Managing Director at Cowen & Co. LLC from 2016 to 2019, and as a Managing Director at CRT Capital Group LLC from 2012 to 2016.
Prior to that, he was a Vice President at Advent Capital Management LLC from 2006 to 2007, and at Froley, Revy Investment Co., Inc. from 1999 to 2006.
Epstein received an undergraduate degree from The Johns Hopkins University and an MBA from Anderson School of Management.

Former positions of David Epstein

Companies	Position	End
Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Fixed Income	31/01/2019
CRT Capital Group LLC CRT Capital Group LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	30/04/2016
Advent Capital Management LLC Advent Capital Management LLC Investment ManagersFinance Advent is a bottom-up, fundamental credit firm focused on cash flow, interest coverage, and balance sheet analysis. The firm seeks to achieve consistent and frequent returns while generating alpha across all of their strategies through a demonstrated investment discipline.	Analyst-Equity	30/12/2007
Froley, Revy Investment Co., Inc. Froley, Revy Investment Co., Inc. Investment ManagersFinance Froley believes that convertible securities offer an opportunity to earn equity-like returns with substantially reduced risk. Their investment process begins with an evaluation of the economy and the current business cycle. Convertible portfolios are focused on market sectors where the firm perceives the outlook to be superior to that of the aggregate economy. Within industries considered to have the best prospects over the next six to twelve months, Froley uses its research resources to analyze the companies with convertibles outstanding. Once a company is identified as a potential investment candidate, the convertible security itself must pass their examination of credit quality, income level, investment bond value and equity participation potential. Investments are placed in companies that have competitive products, a strong balance sheet, good cash flows and an ability to grow earnings. Froley's internal research staff is composed exclusively of convertible specialists.	Analyst-Equity	-

See the detail of David Epstein's experience

Training of David Epstein

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of David Epstein's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	6
Froley, Revy Investment Co., Inc. Froley, Revy Investment Co., Inc. Investment ManagersFinance Froley believes that convertible securities offer an opportunity to earn equity-like returns with substantially reduced risk. Their investment process begins with an evaluation of the economy and the current business cycle. Convertible portfolios are focused on market sectors where the firm perceives the outlook to be superior to that of the aggregate economy. Within industries considered to have the best prospects over the next six to twelve months, Froley uses its research resources to analyze the companies with convertibles outstanding. Once a company is identified as a potential investment candidate, the convertible security itself must pass their examination of credit quality, income level, investment bond value and equity participation potential. Investments are placed in companies that have competitive products, a strong balance sheet, good cash flows and an ability to grow earnings. Froley's internal research staff is composed exclusively of convertible specialists.	Finance
Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Advent Capital Management LLC Advent Capital Management LLC Investment ManagersFinance Advent is a bottom-up, fundamental credit firm focused on cash flow, interest coverage, and balance sheet analysis. The firm seeks to achieve consistent and frequent returns while generating alpha across all of their strategies through a demonstrated investment discipline.	Finance
CRT Capital Group LLC CRT Capital Group LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
The Johns Hopkins University The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Anderson School of Management Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services