David Malone

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Finance

Consumer Services

Profile

Mr. Malone is a successful entrepreneur and former banker who recently completed his MBA at the Wharton School.
He joined Farmhouse in 2004 and presently splits his time (80/10/10) between China, Europe and the USA researching retail, food and beverage, consumer goods/services, and industrial goods/services.
China has become the world’s factory, and he is on the ground there to bring our clients timely and valuable information that will move up the value chain and ultimately affect the value of their investments in the USA and Europe.
Mr. Malone has taken up the dual role of meeting with clients to discuss and build business opportunities as well as providing custom, high-level research through his contacts developed as a global entrepreneur and Wharton alumnus.
Mr. Malone worked for 2 years as a structurer of derivative linked products for both Citibank Private Bank and Citigroup Global Finance in Zurich Switzerland.
Additionally, he worked at Dragon Tech Venture Capital in Beijing and at North Capital in Moscow on fundraising and investment due diligence.
Mr. Malone holds an MBA in marketing and business development with a concentration in private equity from the Wharton School, an honors degree in corporate finance and investment management from the University of Alabama, and two professional certificates in directing film and computer animation from New York University.
He also studied Asia Strategy at INSEAD in Singapore and finance at the Queensland University of Technology in Australia.
His language studies include German and Mandarin, and he is a CFA Level II candidate.

Former positions of David Malone

Companies	Position	End
North Capital, Inc. North Capital, Inc. Investment ManagersFinance North Capital utilizes an open architecture approach and develops comprehensive financial plans for clients based upon their needs, goals, income and expenses, assets and liabilities, and other relevant factors. The firm utilizes mostly mutual funds, ETFs, and ETNs to construct diversified, model asset class portfolios that form the building blocks for discretionary investment recommendations.	Corporate Officer/Principal	30/09/2003
Citigroup Private Bank Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology.	Corporate Officer/Principal	-
Farmhouse Equity Research LLC Farmhouse Equity Research LLC Investment ManagersFinance Provides investment research	Analyst-Equity	13/11/2012

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Linked companies

Private companies	5
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Farmhouse Equity Research LLC Farmhouse Equity Research LLC Investment ManagersFinance Provides investment research	Finance
Citigroup Private Bank Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology.	Finance
The University of Alabama at Birmingham The University of Alabama at Birmingham Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
North Capital, Inc. North Capital, Inc. Investment ManagersFinance North Capital utilizes an open architecture approach and develops comprehensive financial plans for clients based upon their needs, goals, income and expenses, assets and liabilities, and other relevant factors. The firm utilizes mostly mutual funds, ETFs, and ETNs to construct diversified, model asset class portfolios that form the building blocks for discretionary investment recommendations.	Finance