Brian Pellegrini, Founder and Chief Strategist, Intertemporal Economics, "You need to be focused on staying ahead of inflation", Episode 54

Investing Matters

Here is a wonderful opportunity to gain insight into the fantastic and hugely successful journey of Brian Pellegrini CFA, founder and chief strategist of Intertemporal Economics. Learn how from his journey from being a securities analyst, to being immersed in the Wall Street “bubble economy” to having to take a temporary a job as an Assistant Manager and Bar tender before gaining his dream job and qualifications whilst working for the legendary British Economist, Bernard Connolly at Connolly Insight as a Senior Analyst before founding his own business, Intertemporal Economics.

Welcome to the 54th episode of the Investing Matters series with me Peter Higgins, @conkers3 on Twitter/X.

Please listen now to learn how Brian Pellegrini, CFA, who attained bachelor’s degree in computer science from Columbia Engineering, New York, one of the top engineering schools in the U.S. and one of the oldest in the nation. Plotted his path his success, encompassing the high, lows, peaks, troughs and successes which encompassed roles at Ray Dalio’s Bridgewater Associates, as a Reporting Analyst.

Morgan Stanley as an Asset-Backed Securities Analyst where he participated in over $100B of Mortgage and ABS offerings, restructurings and principal transactions. Worked directly with senior U.S. Treasury officials to develop the “Straight-A” Asset-Backed emergency funding conduit for the student loan market. Was the founding author and editor of the weekly Asset-Backed Securities and Credit Derivatives newsletter. Provided analytical and banking support for more than $500M of Structured Product offerings.

Then sadly found himself having to take a temporary job as an Assistant Manager and Bartender, following the boom and bust of the Asset Backed Securities market and financial crash. Before rising again when he gained the role of an Investment Banking Associate at Merriman Capital, Inc. Worked with directly with Merriman’s senior management and senior management of high-growth technology firms to develop financing and growth strategies. He also conducted and presented strategic and valuation analysis for management teams and boards of public companies.

All of this was merely foundations for Brian’s goal of gaining his dream job as a Research Analyst which he gained at Connolly Insight working alongside the legendary British economist Bernard Connolly. Where he wrote research on economic trends and portfolio strategy for hedge funds and other types of asset managers. Provided research support to the Senior Analysts including topical research, model building and scenario analysis. Conducted corporate strategy research on new product proposals and new market opportunities.

During his tenure attained the qualification of a Chartered Financial Analyst (CFA), attended D'Amore-McKim School of Business at Northeastern University where he gained his master’s in finance degree. Always a fast learner Brain then also attended Columbia Business School where he attained his Master of Business Administration (MBA) qualification. All whilst thriving in the environment of and under the tutelage of Bernard Connolly. Brian was quicky promoted to Senior Analyst, where he global macro research used by portfolio managers to adapt trading strategies. Designed custom economic indicators and provided analysis on various financial markets. Presented economic views and research at conferences, as a panel participant and internal client events.

When Bernard Connolly decided to focus on writing and fold Connolly Insight, Brian founded his own business Intertemporal Economics. Which started with a core group of clients who were former Connolly Insight clients, mostly UK-based macro hedge funds. His client base now runs the gamut of anyone who would want to understand the world around them so they can make better business decisions. That includes high net worth individuals, consumer-focused banks, and sovereign wealth funds.