Brian Cohen, CFA, CPA

Investment Analyst at Deccan Value Investors L.P.
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Location
New York City Metropolitan Area

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I had the pleasure of working with Brian many times at PwC. He was a great team leader and coach. His dedication for quality client service was matched by his genuine interest in developing those around him. He was among the best in our group in terms of technical knowledge, and he would always make himself available to explain things to you and make sure you understood.

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Credentials

  • Certified Public Accountant (CPA)
    American Institute of Certified Public Accountants (AICPA)
  • Chartered Financial Analyst (CFA)
    CFA Institute

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Investment Analyst
      • Jul 2020 - Present

      Deccan Value is a long-only global investment fund serving endowments, foundations, and other long-term oriented investors. The firm manages a concentrated portfolio based on deep fundamental research. Deccan Value is a long-only global investment fund serving endowments, foundations, and other long-term oriented investors. The firm manages a concentrated portfolio based on deep fundamental research.

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Co-Founder, Partner, & Analyst
      • Jul 2018 - Jul 2020

      • CTF is an investment firm focused on public equities with a highly concentrated fundamental orientation • Distinctive elements of the strategy include an “investigative journalist” research approach • CTF is an investment firm focused on public equities with a highly concentrated fundamental orientation • Distinctive elements of the strategy include an “investigative journalist” research approach

    • Hong Kong
    • Investment Management
    • 1 - 100 Employee
    • Partner & Analyst
      • Mar 2012 - Jul 2018

      • Foundation is an investment firm focused on public equities with a fundamental orientation • Distinctive elements of the strategy include an “investigative journalist” research approach • Foundation is an investment firm focused on public equities with a fundamental orientation • Distinctive elements of the strategy include an “investigative journalist” research approach

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Analyst
      • Jul 2008 - Sep 2011

      • Coliseum is an investment fund that makes value-oriented long-term investments across the capital structure in both public and private companies undergoing extraordinary change across various industries • Helped grow assets under management by over 3x • Performed deep fundamental research, including developing and maintaining strong relationships with industry-specific thought leaders, to help inform the assumptions in valuations • Built and maintained detailed operating models reflecting key business and valuation drivers • Substantial involvement with equities, distressed debt and bankruptcies Show less

    • Director - Transaction Services
      • May 2005 - Jun 2008

      • Provided comprehensive merger and acquisition advisory services to private equity and strategic buyers on public and private deals ranging in size from $9 million to in excess of $7 billion• Analyzed and interpreted financial results of target companies through review of accounting records and in-depth interviews with senior management• Prepared and evaluated pro-forma financial information; identified issues which were the basis for purchase price reductions, deal restructuring and deal termination• Reviewed projections in the context of historical results; evaluated the assumptions used in the financial model and correlated due diligence findings with client valuations and legal structure• Identified critical factors driving the business to assess its current performance, including working capital structures, and the company’s ability to achieve future profitability Show less

    • Manager
      • Oct 1998 - May 2005

      • Promoted to Manager one year in advance of standard promotion schedule• Was responsible for all facets of audit and client service, advised clients on accounting, finance, transactions, and other emerging issues within the business• Led a multi-national team for the audit of Global Services, a $40 billion division of IBM• Supervised the 3-year carve-out of a telecom company acquired by Avaya Inc. with a team of +10 seniors and associates

Education

  • Binghamton University - School of Management
    BS, Accounting
  • The University of Manchester
    Postgraduate Certificate, Business Administration

Community

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