CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Nainesh Shah, CFA

Nainesh grew up in Mumbai, India. He holds an MBA in finance from Dalhousie University, Canada, and a Bachelors in engineering from MS University, India.
A keen interest in money management led him to take a position in New York City in 1994 with Sheer Asset Management, which merged with Roosevelt Investments in 2002. As a portfolio manager and senior investment committee member at the new company, he has acted as liaison between the investment, marketing, and sales teams, and communicated portfolio designs and options to outside advisors and investors. His contributions helped grow the AUM from $1B to $6B at its peak.

As a technology thought leader, he has generated fintech motifs such as mobile wallet and robo-advising. Two of his career highlights are the subscription-based Apple valuation, which has become gold standard on Wall Street, and a unique sum-of-the-parts model for Amazon, which added a deeper level to its valuation analysis.

His core principle is “If you manage for returns, you increase risk, but if you manage for risk, you increase returns.” This he applied in the 2000 Dot-com bust, 9/11, and the Great Recession.

A Chartered Financial Analyst, Nainesh is also a member of the CFA Society NY. He has presented to several hundred audiences of financial advisors and non-profits on macroeconomic conditions, capital markets, portfolio construction, and risk management. Barron’s and Businessweek have quoted his insights into some of these topics.

Nainesh coaches people in financial need pro bono. Behavioral finance and AI are among his professional interests. His personal interests include practicing meditation, reading autobiographies, and running marathons. His wife is program coordinator for two non-profit senior centers, and their son and daughter are in college.