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Bios: Waheed Hassan, Senior Vice President
Waheed has over ten years of institutional equity research, corporate governance, M&A valuation, and proxy advisory experience. He has interacted with C-level management and board of directors, having led over 200 in-person meetings with senior management of public companies, including many S&P500 firms.
Most recently, Waheed led the M&A/Proxy Contest research team at Institutional Shareholder Services ("ISS") - a division of MSCI Inc. (NYSE: MSCI). At ISS, he provided advisory vote recommendations on 100+ contested M&A transactions and proxy contests with the combined market capital of targeted companies in excess of $75 billion. His recommendations have helped create $500 million in incremental shareholder value. Select contested M&A transactions evaluated include: Cedar Fair, VaxGen, Inter-Tel, Cablevision Systems, Grey Wolf, Bronco Drilling, IPC Holdings, FirstEnergy, and Alpha Natural Resources. Waheed has also advised institutional investors on numerous high profile proxy contests including Conseco Inc., Atmel, Bassett Furniture, Office Depot, NRG Energy, Target Corp., and Barnes & Noble.
Previously, Waheed worked as a Senior Research analyst with Indosuez W.I. Carr Securities, UBS Warburg, and Khadim Ali Shah Bukhari (an affiliate of Merrill Lynch). He was included among the #1 rated financial sector research analysts in The Reuters Survey of Global Emerging Markets 1998 and was a member of the #1 rated research team according to both The Reuters Survey of Global Emerging Markets 1999 and Euromoney Awards for Excellence 2000. Waheed is a CFA charter holder and received an MBA with Beta Gamma Sigma honors from Vanderbilt University.
Most recently, Waheed led the M&A/Proxy Contest research team at Institutional Shareholder Services ("ISS") - a division of MSCI Inc. (NYSE: MSCI). At ISS, he provided advisory vote recommendations on 100+ contested M&A transactions and proxy contests with the combined market capital of targeted companies in excess of $75 billion. His recommendations have helped create $500 million in incremental shareholder value. Select contested M&A transactions evaluated include: Cedar Fair, VaxGen, Inter-Tel, Cablevision Systems, Grey Wolf, Bronco Drilling, IPC Holdings, FirstEnergy, and Alpha Natural Resources. Waheed has also advised institutional investors on numerous high profile proxy contests including Conseco Inc., Atmel, Bassett Furniture, Office Depot, NRG Energy, Target Corp., and Barnes & Noble.
Previously, Waheed worked as a Senior Research analyst with Indosuez W.I. Carr Securities, UBS Warburg, and Khadim Ali Shah Bukhari (an affiliate of Merrill Lynch). He was included among the #1 rated financial sector research analysts in The Reuters Survey of Global Emerging Markets 1998 and was a member of the #1 rated research team according to both The Reuters Survey of Global Emerging Markets 1999 and Euromoney Awards for Excellence 2000. Waheed is a CFA charter holder and received an MBA with Beta Gamma Sigma honors from Vanderbilt University.