Bryan J. Fong
Director at Ouabache Investments- Claim this Profile
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Bio
Richard Gallagher
I had the privilege of working with Bryan for 15 years in Value Line's Research Department and he was a fantastic person to with. What made him stand out beyond his ability to do equity research and run the company's Options team was his insightfulness. He also was always ready to support his colleagues - a true team player. Bryan is a hard worker and a forward-looking professional. He is going to be a tremendous asset to any organization.
Richard Gallagher
I had the privilege of working with Bryan for 15 years in Value Line's Research Department and he was a fantastic person to with. What made him stand out beyond his ability to do equity research and run the company's Options team was his insightfulness. He also was always ready to support his colleagues - a true team player. Bryan is a hard worker and a forward-looking professional. He is going to be a tremendous asset to any organization.
Richard Gallagher
I had the privilege of working with Bryan for 15 years in Value Line's Research Department and he was a fantastic person to with. What made him stand out beyond his ability to do equity research and run the company's Options team was his insightfulness. He also was always ready to support his colleagues - a true team player. Bryan is a hard worker and a forward-looking professional. He is going to be a tremendous asset to any organization.
Richard Gallagher
I had the privilege of working with Bryan for 15 years in Value Line's Research Department and he was a fantastic person to with. What made him stand out beyond his ability to do equity research and run the company's Options team was his insightfulness. He also was always ready to support his colleagues - a true team player. Bryan is a hard worker and a forward-looking professional. He is going to be a tremendous asset to any organization.
Credentials
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Value Investing: Making Intelligent Investment Decisions
Columbia Business SchoolFeb, 2022- Nov, 2024 -
Series 63
FINRA Investor Education FoundationJan, 2005- Nov, 2024 -
Series 7
FINRA Investor Education FoundationJan, 2005- Nov, 2024
Experience
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Ouabache Investments
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Director
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Jul 2022 - Present
Ouabache Investments, LLC is the single-family office for the Weaver family of Weaver Popcorn, the world's largest popcorn company. The fund's primary focus is to target investments in small to mid-sized privately held companies with EBITDA in the $1MM-$4MM range. Ouabache is open to attractive investments across sectors and industries with a preference toward the food & beverage, agriculture, and consumer product spaces. We seek to partner with strong management teams where we can help facilitate top-line growth, improve operating efficiencies, and build long-term sustainable value. Show less
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Fong Realty Trust
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Indianapolis, Indiana, United States
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President & CFO
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Oct 2015 - Present
Engaged in the acquisition, development, and ownership of multi-family and commercial rental properties. Target investments offer a compelling value proposition, outsized-risk adjusted return profiles, and above-average cash flow. To date, the portfolio consists of numerous residential and mixed-use properties in the Northeast, with a blended capitalization rate of 9.8% and conservative loan-to-value ratios. Engaged in the acquisition, development, and ownership of multi-family and commercial rental properties. Target investments offer a compelling value proposition, outsized-risk adjusted return profiles, and above-average cash flow. To date, the portfolio consists of numerous residential and mixed-use properties in the Northeast, with a blended capitalization rate of 9.8% and conservative loan-to-value ratios.
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Value Line
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United States
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Financial Services
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1 - 100 Employee
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Sr. Equity Research Analyst
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Dec 2006 - Jul 2022
Sr. Equity Research Analyst & Director, Value Line Daily Option Survey 2011-2022 Equity Research Analyst 2008-2011 Jr. Equity Research Analyst 2006-2008 Conduct fundamental analysis on approximately 45 companies across varied industries and sectors Sector coverage includes: natural gas, and diversified pipeline companies, pharmacy services, semiconductors and semiconductor capital equipment manufacturers, retail grocery, financial services; specialist: Pipeline Master Limited Partnerships Produce quarterly research reports on each company covered, consisting of industry commentary, firm specific analysis, and investment advice, as well as sales, earnings, and capital appreciation projections for use by retail and institutional investors Utilize valuation metrics such as P/E, P/S, P/CF, and P/BV in conjunction with the proprietary VL Timeliness Ranking System, to make investment recommendations Formulate earnings estimates by building and maintaining detailed Excel spreadsheets Compose supplemental reports to inform clients about material events that affect a company’s stock price, volume, and outlook Option Strategist Utilize proprietary Value Line analysis tools, our option screener, and global macro-economic indicators to search out attractive option investment strategies. The team primarily focuses on covered-call options as a means to boost yield. Additionally, we look at all manner of covered and naked option strategies in an effort to increase portfolio returns regardless of market volatility, or lack thereof. Show less
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Oppenheimer & Co. Inc.
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Financial Services
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700 & Above Employee
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Associate Financial Advisor
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2005 - 2006
Gained extensive knowledge in equities and overall financial markets while working on a team comprised of Vice Presidents of Investments and registered representatives Provided financial recommendations to clients and assisted in building a business network of 100+ high net worth individuals with assets under management exceeding $75M Gained extensive knowledge in equities and overall financial markets while working on a team comprised of Vice Presidents of Investments and registered representatives Provided financial recommendations to clients and assisted in building a business network of 100+ high net worth individuals with assets under management exceeding $75M
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Proprietary Currency Trader
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2005 - 2006
Utilized global macroeconomic indicators and technical analysis to trade in the spot Forex market Traded with proficiency the major dollar block, e.g. EUR/USD, GBP/USD, USD/JPY, and USD/CHF while implementing money management techniques to minimize draw-downs Utilized global macroeconomic indicators and technical analysis to trade in the spot Forex market Traded with proficiency the major dollar block, e.g. EUR/USD, GBP/USD, USD/JPY, and USD/CHF while implementing money management techniques to minimize draw-downs
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor's Assistant
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Aug 2003 - Jan 2004
Aided a team led by a Certified Financial Planner and a Financial Advisor in building a network of high net worth individuals for the purposes of asset management and estate planning Established relationships with various corporate clients to manage their respective retirement benefit plans (401k), while minimizing costs through a joint venture with ADP Aided a team led by a Certified Financial Planner and a Financial Advisor in building a network of high net worth individuals for the purposes of asset management and estate planning Established relationships with various corporate clients to manage their respective retirement benefit plans (401k), while minimizing costs through a joint venture with ADP
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Education
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2001 - 2005
Northeastern University
BABS, Finance -
Saugerties High
Community
