Marc Rubinstein
Marc Rubinstein is the Author of Net Interest, a wildly popular newsletter that provides insight and analysis from the world of finance. He is also a Finance Columnist at Bloomberg Opinion, and Managing Partner of Fordington Advisors, a research consulting and investment advisory firm. Rubinstein is a former hedge fund manager and equity analyst with over 25 years of researching and investing in financial services companies. Prior to Net Interest, he was a Partner and Portfolio Manager at Lansdowne Partners, one of Europe’s largest hedge fund firms, where he managed the award-winning $4B global long/short financials equity fund. He also worked on the sell-side working for Barclays Investment Bank (BZW), Schroders and Credit Suisse, where he was Head of the European banks research team.
Marc Rubinstein Professional Experience / Academic History
Professional Experience
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Author
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Managing Partner
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Retired Partner
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Partner, Portfolio Manager, Senior Analyst
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Managing Director, Head of European Banks Equity Research Team
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Director, Equity Research Analyst
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Research Analyst, BZW
Academic History
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Sloan M.Sc., Leadership and Strategy
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B.A., Mathematics
Net Interest is a popular newsletter on financial sector themes with over 90,000 subscribers.
Each issue of the newsletter explores a specific topic within the financial sector, providing readers with in-depth analyses and historical context.
The newsletter has garnered attention from various sectors, including executives, investors, and policymakers.
CAREER HIGHLIGHTS
Rubinstein is a former hedge fund manager and research analyst with over 25 years of experience in financial services.
He spent nearly 19 years at Lansdowne where he advised and managed the award-winning $4B global long/short financials equity fund.
He started his career as an equity research analyst, where he ultimately became a Managing Director at Credit Suisse, leading the European banking sector equity research group.
Rubinstein is an active value investor and early-stage fintech investor across consumer and fintech sectors.
His fintech investments include Revolut, iwoca, moo.la, Arthur Online, Sugar Cap, Level Financial Technology, NYDIG, Fronted, Carmoola, Rail Technologies, Echofi, Argus, and Meow.
MEDIA & PUBLICATIONS
Rubinstein is a widely-read commentator and analyst distilling finance themes for an industry audience.
He has appeared as a guest on various financial podcasts and publications, including Real Vision.