Experience

Red Apple Group

• United States
• Real Estate
• 1 - 100 Employee

• Investment Analyst

  • May 2019 - Present

  Assess public & private market investment opportunities, across equities & credits, primarily in industrials & energy sectors, with a long-term perspective. Identify best-in-class companies, with strong assets, high-quality management, attractive risk/reward, and event-driven catalysts, to crystalize upside. Perform deep-dive diligence, generate rigorous bottoms-up analysis, and build management relationships, to support investment decisions. Assess public & private market investment opportunities, across equities & credits, primarily in industrials & energy sectors, with a long-term perspective. Identify best-in-class companies, with strong assets, high-quality management, attractive risk/reward, and event-driven catalysts, to crystalize upside. Perform deep-dive diligence, generate rigorous bottoms-up analysis, and build management relationships, to support investment decisions.



Capstone Investment Advisors

• United States
• Investment Management
• 200 - 300 Employee

• Convertible Credit & Special Situations Strategy Analyst

  • Jan 2018 - Jan 2019

  Conducted in-depth fundamental macro/commodity/industry/company analysis, to drive investment recommendations. Evaluated/advised/traded special situation equities, based on risk/reward, upcoming catalysts and portfolio exposures. Created investment due diligence checklists, equity & bond comps and credit spread analyses to streamline the process. Identified new opportunities via leveraging mgmt relationships, screening, and continually assessing implied volatility. Conducted in-depth fundamental macro/commodity/industry/company analysis, to drive investment recommendations. Evaluated/advised/traded special situation equities, based on risk/reward, upcoming catalysts and portfolio exposures. Created investment due diligence checklists, equity & bond comps and credit spread analyses to streamline the process. Identified new opportunities via leveraging mgmt relationships, screening, and continually assessing implied volatility.



Citadel

• United States
• Financial Services
• 700 & Above Employee

• Long-Short Equity Strategy Analyst

  • Nov 2016 - Nov 2017

  Constructed detailed proprietary models (key drivers, projections and earnings analysis) on each company in coverage. Wrote and communicated in-depth earnings preview analyses (fundamentals and technicals), to drive position decisions. Performed rigorous industry review backed by significant management interaction and extensive conference attendance. Established technical and market positioning views via heavy buyside roundtable participation and trader conversations. Constructed detailed proprietary models (key drivers, projections and earnings analysis) on each company in coverage. Wrote and communicated in-depth earnings preview analyses (fundamentals and technicals), to drive position decisions. Performed rigorous industry review backed by significant management interaction and extensive conference attendance. Established technical and market positioning views via heavy buyside roundtable participation and trader conversations.



Empyrean Capital Partners

• Los Angeles, CA

• Event-Driven & Distressed Credit Strategy Analyst

  • Feb 2015 - Aug 2016

  Performed thorough legal/regulatory/industry research and built detailed proprietary models on new opportunities. Generated and led in-depth corporate presentations (and associated analyses) in formal investment committee meetings. Established strong relationships with management teams, including sharing capital structure and capital market opinions. Developed and instituted an analytical framework to expeditiously assess and identify new capital market deals. Performed thorough legal/regulatory/industry research and built detailed proprietary models on new opportunities. Generated and led in-depth corporate presentations (and associated analyses) in formal investment committee meetings. Established strong relationships with management teams, including sharing capital structure and capital market opinions. Developed and instituted an analytical framework to expeditiously assess and identify new capital market deals.



Perella Weinberg Partners

• New York, NY

• Event-Driven & Distressed Credit Strategy Analyst

  • May 2008 - Jan 2015

  Identified opportunities through frequent discussions with political/regulatory/industry consultants and facility visits. Performed deep-dive industry research and generated detailed proprietary bottoms-up financial corporate models. Wrote extensive investment memorandums on all prospective opportunities, and directed pitches/updates to the team. Developed long-term relationships with management teams, which yielded new vertical & horizontal investments. Identified opportunities through frequent discussions with political/regulatory/industry consultants and facility visits. Performed deep-dive industry research and generated detailed proprietary bottoms-up financial corporate models. Wrote extensive investment memorandums on all prospective opportunities, and directed pitches/updates to the team. Developed long-term relationships with management teams, which yielded new vertical & horizontal investments.



Gordian Group

• New York, NY

• Distressed M&A and Financial Restructuring Associate

  • Jul 2001 - Feb 2006

  Constructed financial models (projections, debt capacity, DCF/LBO/merger models and debt/equity/transaction comps). Led client meetings, directed due diligence, coordinated sales processes, and managed data rooms for prospective parties. Supervised, managed and wrote confidential selling memorandums, client presentations, and new business pitchbooks. Researched, produced analysis and wrote drafts for the sellside credit research publication Distressed Debt Investor. Constructed financial models (projections, debt capacity, DCF/LBO/merger models and debt/equity/transaction comps). Led client meetings, directed due diligence, coordinated sales processes, and managed data rooms for prospective parties. Supervised, managed and wrote confidential selling memorandums, client presentations, and new business pitchbooks. Researched, produced analysis and wrote drafts for the sellside credit research publication Distressed Debt Investor.