Why BREAKINGWATERS?
Building wealth is a must in this world, and global equities are, in my opinion, the best place to do it - but you need understanding, frameworks, and a global equity deputy to guide you and keep you up to speed. BREAKINGWATERS is that deputy.
With two decades of experience, most recently overseeing a global equity framework at one of the world’s largest banks, I created BREAKINGWATERS to open the door to professional grade equity content for anyone who wants it.
It is designed to be your Global Equity Deputy, serving you with the information, education, and insights you need to make sense of global equity markets.
(s) = paid subscribers only | (s24) = paid subscriber receives 24 hours beforehand | (a) = all subscribers
The guideline schedule is as follows (UK Time):
Sat Morn: How the Week Broke (a) - A summary of the week just gone and how the thesis and narratives may have shifted.
Sat Eve: The Coming Wave (s24) - A look ahead to the earnings and economic prints coming up in the week ahead and reading across how they might impact stocks.
Anyday, Anytime: Market Thinking - Thoughts on what is unfolding at anytime in markets. (s24)
Monthly: Breakwater Book club (a) - each month we will read a book relevant to what’s happening in markets, and as much as possible we will get the author/s on for a casual post read discussion open to all.
Monthly: Big Breakdowns (a) - monthly breakdowns of interesting or important reports from across academia or industry.
Monthly: Expert Webinar (s) - each month I will get an expert on to discuss various topics in the global equities space. Recordings are available to paid subscribers for up to 1 month.
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Me
🗺️ Originally from Galway, in the west of Ireland, I then moved to Belfast, Dublin, Edinburgh, Sydney and I now live in Brighton commuting weekly to London.
👨👩👧👦 I have a wonderful wife and 4 amazing kids.
🏢 My career in investing has been rich, Quant Analyst, Multi-Asset Absolute Return Specialist, Client Director and most recently, Director, Global Equities. My success across investing, clients and content platforms, has led me to BREAKINGWATERS.
🏄♂️ Beyond equities, I love sport, running, gym, surfing and I also love music, movies and reading.
📜 Harvard Business School AI Essentials | IBM Professional Certificate in RAG and Agentic AI | Fellow of the Association of Chartered Certified Accountants | Queen’s University Belfast MSc Finance | Oxford Brookes BSc (Hons) Applied Accounting | University of Galway BSc (Hons) Financial Maths and Economics 📜
Why the Name?
I get a lot of questions on this.
I grew up, in, on and around water.
My hometown, Galway, is almost more water than earth. It sits on Galway Bay, and has the mighty Corrib river running through it. The Venice of the west. On the Corrib I rowed. Hours and days, up and down its ways. After training we’d hop in a launch and explore every inch of water along and across it. In the summers, after hours swimming in the river we would cycle across town to the sea to the diving boards for many more hours in the water. Pure joy. Pure life.
When I moved away, I stayed by the water, the Lagan, the Liffey, Edinburgh canal, the Firth of Forth and then Sydney, the ultimate water city. There I would commute by boat, I would swim, surf, snorkel, row. We had our first child (broken water indeed!). Then a second. Then on to Brighton and new waters (stones on the beach?!). Our third and fourth children were born by the waters of Brighton.
Breaking water has defined my life, but life has also taught me that amidst breaking waters, opportunities for growth, joy and success lie, the future resides in BREAKINGWATERS.
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