AVA Investment Analytics (AVAIA) is the public markets division of Apex Venture Advisors, LLC.
AVAIA is a results-driven research and publishing firm focusing on serving institutional investors. AVAIA is overseen by Mike Stathis, our Chief Investment Strategist.
Mike Stathis has prior experience on Wall Street as a financial adviser, adviser to hedge funds and pension plans. He worked at UBS and Bear Stearns. He has also worked as a merchant banker and venture capitalist (more on Mike can be found below).
Research leading to the formation of AVAIA began in 2003 through the formation of Apex Venture Advisors which functioned as a research and consulting firm for venture capital funds and venture investors.
By 2005, our research coverage was expanded from the private markets to include the public markets and AVA Investment Analytics was created as a business unit from within Apex Venture Advisors.
We have worked with the following types of clients:
Who Subscribes to Our Investment Research?
Both professional and non-professional investors seeking comprehensive and unique insights from the world's leading expert on the economic collapse.
We have average people from all walks of life to corporate executives, financial advisers, mutual fund managers, hedge fund managers, pension managers, Wall Street analysts, and even students who don't yet have the funds to invest but want to learn from us so they will be prepared when they do.
The following represents a small list of our clients:*
- JP Morgan - Nuveen - Merrill Lynch - HSBC - Goldman Sachs
- BNP Paribas - UBS - Morgan Keegan - Hartford - Bank of America
- Société Générale - LPL - Morgan Stanley
Several private equity firms, real estate investment firms, hedge funds and mutual funds also read our research.
*we respect the confidentiality of our hedge fund, mutual fund, pension plan and endowment clients and do not disclose their identity under any circumstances unless we have been given prior permission to do so; this list contains current and/or previous clients.
We have subscribers all across the United States and Canada.
We also have a large number of subscribers in Japan, Hong Kong, Singapore, India, Bangalore, Malaysia, Thailand, Australia, New Zealand, Brazil, United Kingdom, Ireland, France, Spain, Germany, Greece, Italy, Romania, Belgium, Bulgaria, Poland, Hungary, Singapore, Slovakia, Slovenia, Sweden, Switzerland, Luxembourg, Netherlands, Denmark, Finland, United Arab Emirates, Oman, Saudi Arabia, South Africa, Israel, and the Russian Federation.
About Mike Stathis
Mike Stathis serves as the Managing Principal of Apex Venture Advisors (AVA), a business and investment intelligence firm consulting venture firms, corporations and hedge funds. AVA consists of three units: a private markets division, a public markets division and a publishing company. Mike’s work in the private markets includes valuation analysis, deal structuring, and business strategy, with a technology focus in biopharmaceuticals, healthcare IT and telemedicine.
In the public markets Mike assists hedge funds, endowments and financial firms as the Chief Investment Strategist of AVA Investment Analytics. He provides clients with proprietary investment strategies, valuation analysis, market forecasting, risk management and distressed securities analysis.
Mike previously worked for UBS and Bear Stearns in asset management and merchant banking. where he dealt with institutional investors, including corporate treasury departments and pension funds.
He was the only professional in private client services at Bear Stearns to also hold a position in the biotechnology merchant banking department. He has personally managed hundreds of investment accounts, served as an adviser to venture capital firms, and worked with numerous entrepreneurs.
As the only investment expert who predicted the financial apocalypse in detail, as documented in the 2006 release of America’s Financial Apocalypse and Cashing in on the Real Estate Bubble (2007), Mike has been extremely effective helping investors navigate the real estate and banking crisis. He is also unique in having recognized and identified tremendous investment opportunities in the capital markets during the post-crisis period. The accuracy of Mike's economic and market predictions, U.S. and emerging market forecasts and securities analysis has positioned him as one of America’s most insightful and creative financial experts. His first book, The Startup Company Bible for Entrepreneurs has been used in several business schools as a required text for completion of the MBA program.
Mike has consulted with corporations, hedge funds, private equity funds and venture capital firms for nearly two decades. He has carved out business strategies and written business plans for Fortune 500 corporations and venture fund investments. He has provided private and public company valuation and securities analysis to fund managers, venture capital and private equity investors. He has even been consulted by hedge funds seeking to better understand the science and intellectual property challenges found in the biopharmaceuticals industry.
He is the author of the following books:
Prior to his work at UBS and Bear Stearns, Mike completed hundreds of hours in the physical and life sciences, including countless graduate level courses in chemistry, physics, mathematics, biochemistry, genetics, molecular biology, immunology, physiology and pathology.
He holds a Master’s of Science in biophysics and biological chemistry and a minor in mathematics, and was a National Science Foundation Research Fellow where he performed research in solid state physics. He has also performed chemistry research in oil, as well as alternative energy (theoretical aspects of solar and hydrogen fuel).
In addition to having taught chemistry at the University of Pennsylvania, Mike also taught a course which he designed himself on biotechnology at Southern Methodist University.
His investment expertise spans several industries, but his technology focus in both the public and private markets is healthcare (including healthcare IT) and biopharma.
Internships & Employment
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