Samantha Antao

• Conduct research on potential investment opportunities, including financial analysis,
industry research, and company due diligence.
• Analyze market trends and develop investment strategies within the private credit
space.
• Prepare investment reports and presentations for the family offices management
team.
• Monitor the performance of the family offices investments and make
recommendations for changes to the portfolio.
• Collaborate with investment team to develop and implement investment strategies.

• Providing strategy and transaction advisory services to a broad portfolio of global clients across
multiple-industries (including healthcare and education), with specific deal-focus on the GCC region.
• Creating deal-related documents such as Investment Memorandums (IM) and Investor
Presentations.
• Preparing valuation reports using various financial models.
• Designing corporate and growth strategies.
• Conduct meeting and building relationships with clients.

Trust International Insurance and Reinsurance Company (Trust Re), Bahrain
Assistant Manager - Research & Analysis, Asset Management Department, June 2018 - Present
Senior Investment Analyst, Asset Management Department, June 2013 - June 2018

 Member of the investment team, managing over USD 150 million of assets (Fixed Income, Equity and Cash).
 Identifying optimal investment opportunities across asset classes specializing in global equity and fixed income.
 Equity/Fixed Income mutual fund selection.
 Detailed analysis of companies targeted for strategic acquisition.
 Build financial models and perform quantitative valuation analysis.
 Participate in management presentations and transaction due diligence sessions.
 Generate investment ideas and publish internal articles like daily/weekly/monthly reports.
 Perform correlation studies on various asset classes.
 Prepare annual/semi-annual/quarterly investment strategies.
 Conduct performance attribution studies on the in-house portfolio.
 Review investment proposals including Initial Public Offerings (IPO’s).
 Conduct sector-specific research, involving conference call with industry experts and company management.

Key accomplishments

 Assisted the department heads in preparing the annual budget.
 Worked as a team to prepare strategies and proposals to the investment committee.
 Assisted the fund manager to realize nearly USD 4.0 million in profits from sale of equity funds/bonds in FY’2017.
 Assisted the fund manager to realize nearly USD 3.5 million in profits from sale of equity funds/bond in FY’2020.

Kuwait Financial Center, Markaz, Kuwait
Research Analyst, MENA Equities Department, August 2008 - June 2013

 Identify and provide valuation for investment opportunities in the MENA funds.
 Build financial models and perform quantitative valuation analysis including discounted cash flows and relative valuation.
 Generate investment ideas and publish internal articles pertaining to the MENA Equity markets.
 Prepare daily, weekly and monthly fundamental and technical market and sector reports.
 Review investment proposals including Initial Public Offerings (IPO’s), private equity placements.
 Conduct detailed analysis of companies targeted for strategic acquisition.

Key accomplishments

 Worked as a team in developing the annual strategy for MENA Equities for FY’2008, FY’2009, FY’2010 and FY’2011.
 Generated portfolios for clients for a wide range of mandates within the GCC/MENA space.
 Created portfolio strategies for investment in MENA equities with Shari’a compliant and strictly Islamic mandates.
 Worked as a team to develop the strategy for Stability Fund for Kuwait Stock Exchange (KSE) market in 2010.

• Identify and provide valuation for investment opportunities in the MENA funds.
• Build financial models and perform quantitative valuation analysis including discounted cash flows
and relative valuation.
• Generate investment ideas and publish internal articles pertaining to the MENA Equity markets.
• Prepare daily, weekly and monthly fundamental and technical market and sector reports.
• Review investment proposals including Initial Public Offerings (IPOs), private equity placements.
• Conduct detailed analysis of companies targeted for strategic acquisition.

• Conducted Statutory Audit of various Companies under IGAAP.
• Balance sheet & Profit and Loss account analysis, compliance check with various accounting
standards, compilation of financial statements and preparation of auditors report.
• Discussed & prepared Scope of work to be carried out with Senior Managers and Management
representatives.
• Analyzed Tax aspects such as compliance with the Income Tax Act, 1961 for computation of Direct
tax including Fringe Benefit Tax, Deferred Tax and performance of Tax audits.