Research analyst bios
Rob Campagnino has nearly 20 years of research and investment experience, both as a consistently ranked sell-side analyst, as well as a proven buy-side analyst and investor. Rob thrived at some of the top hedge funds in the business, including Pioneerpath, Diamondback Capital, and Searock Capital. Prior to his time as an analyst on the buy-side, he was a senior analyst at Prudential Securities where he was consistently Institutional Investor ranked, a Consumer Staples analyst at Hedgeye, and a Research Associate at Sanford C. Bernstein covering food, beverage, and retail. He began his career as a strategic consultant with PricewaterhouseCoopers. Rob has a MBA from Columbia and BA in Economics from Duke.
Howard Mason is widely respected throughout the financials community and brings 25 years of experience to SSR. Howard boasts many industry accolades, including enjoying the #1 ranking by Institutional Investor in Consumer Finance, #1 rankings in Specialty Finance, Runner Up in Large Cap Banks, and #2 as ranked by hedge funds in Specialty Finance. In addition, Howard holds an M.A. in Mathematics from Cambridge University, England and an M.B.A with High Distinction from Harvard Business School. Howard built his reputation over the last decade and a half at N.M. Rothschild & Sons in London, Mexico, and Brazil, at Bankers Trust in New York, and at Deutsche Bank in London and New York. From 2000-2008, he was an equity research analyst at Sanford C. Bernstein in New York covering banks and financial services companies and earning top recognition in industry polls.
Dr. Evans is a 20 year industry veteran and leads the Healthcare practice at SSR. As a senior executive in the pharmaceuticals industry, Dr. Evans responsibilities ranged from corporate strategy to the pricing and distribution of the company’s products. His variety of assignments provided a comparable variety of vantage points on the industry. As an analyst with Sanford C. Bernstein, he was ranked #1 by both Bloomberg and Institutional Investor for his U.S. pharmaceuticals coverage – across all industries and coverage he was ranked one of the top 20 analysts worldwide. Dr. Evans is the author of “Health and Capital” published in August of 2009. He is a co-founder of Sector & Sovereign Research, LLC.
Mr. Hinds leads the Economics/Demographics practice at SSR. He is an experienced economist, having received his M.S. from the University of North Carolina, where he taught Microeconomics to both graduate and undergraduate students. His degree includes a concentration in Microeconomic Theory and extensive experience in complex econometric techniques. Mr. Hinds’ graduate research focused on information asymmetries and the game theoretical foundations of herd behavior. His work has been published in Nature Reviews Drug Discovery and the Handbook of Public Finance. Mr. Hinds has also worked in investment banking with Lehman Brothers and as a strategic consultant with AVOS Life Sciences. As an equity capital markets financial analyst, Mr. Hinds worked on numerous IPOs, convertible and PIPE offerings for a range of healthcare, biotechnology and industrial companies. More recently he worked as a strategic consultant specializing in large scale quantitative engagements for a number of pharmaceutical clients.
Mr. Baum joined SSR in January 2011 as an analyst in the Healthcare practice. Prior to this, he was a management consultant with IMS Consulting Group, where he advised biopharmaceutical clients on strategic issues pertaining to global pricing and market access, portfolio management, customer engagement and market segmentation, research and development, lifecycle management, value proposition development, mergers and acquisitions due diligence, and response to policy reforms. Mr. Baum earned his BA in Economics, Public Policy Studies, and Philosophy from Duke University.
Industrials / Basic Materials
Mr. Copley joined SSR as a Senior Partner in January 2012. He is a chemical engineer by education and has spent roughly half of his career in the chemical industry and half in investment research and equity management. Most recently Mr. Copley was Head of US Equities for Macquarie Securities Group, a Board director of Macquarie Securities USA (the broker dealer) for 3 years, and a member of the US management committee of Macquarie. Prior to Macquarie, Mr. Copley held the role of Global Head of Equity Research for HSBC. In addition to management roles in the equity business, he was a research analyst at Sanford C Bernstein & Co. LLC from 1996 to 2004, covering the chemical industry, where he was consistently ranked within the top three analysts in the sector.
Mr. Lipinski is a recent graduate of the Stern School of Business at NYU. He completed his degree in Economics in 3 years, graduating summa cum laude and receiving the Award for Academic Excellence in Economics. Mr. Lipinski worked as a proprietary trader on Wall Street for a year before joining SSR in April 2012 as an associate in the Industrials / Basic Materials sector.
Tech / Media / Telecom
Mr. Sagawa leads the Technology, Media and Telecom practices at SSR. He has worked in and around the industries for over 20 years, including his 11 year tenure as a senior research analyst at Sanford C. Bernstein. While at Bernstein, he was named to the Institutional Investor All-Star Team in three different categories, including the number one position in wire-line communications equipment after his prescient call in September 2000 noted that cash strapped telecom carriers would be unable to pay for technology purchase commitments and correctly predicted the subsequent collapse in the sector. In his most recent position at Bernstein, Paul conceived and launched a new business area as the firm’s first Small Cap Equity Strategist.
Prior to Bernstein, Paul spent six and half years at McKinsey and Company, rising to the position of technology sector specialist in recognition of his communications industry acumen. His earlier experience includes three years as a sales representative for AT&T’s equipment business. Paul earned his AB in Economics and MBA from Harvard University.
Mr. Pylak is an experienced technology, media, and telecommunications analyst having consulting experience advising high profile corporate and private equity clients across the US, Europe, and Asia. His experiences span several TMT subsectors. Prior to joining SSR, Artur was with Digitas/Publicis Modem and L.E.K. Consulting. His consulting experiences include developing business plans for start-up cable channels, due diligence /valuation of media companies, anti-piracy strategy, market sizing of new media innovations, and analyzing the ROI of cross-channel marketing campaigns for a major cable/telecommunications provider. Artur earned his MBA from INSEAD in Fontainebleau, France. He also received his Master of Science in Foreign Service from Georgetown University and his BA magna cum laude with distinction in International Relations from the University of Pennsylvania.