Caleb Hobgood

Staff Consultant at Formos Consulting
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Contact Information
Location
Nashville Metropolitan Area
Languages
  • English Native or bilingual proficiency
  • Spanish Elementary proficiency

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Bio

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5.0

/5.0
/ Based on 2 ratings
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Ben Painter

I worked closely with Caleb for a semester during his time as fund manager of the First Bank Investment Fund. Caleb showed strong leadership, but was also willing to step back and let analysts take initiative. He kept our team organized, raised the level of conversation, and always made sure our meeting times were valuable, not just filling time. Beyond leadership, Caleb was very knowledgeable of financial markets, investment strategies, and the current events impacting our portfolio. He was thorough in research but decisive enough to capitalize on his knowledge. Caleb was an incredible mentor and I’d love to work with him again in the future.

Curt Ingram

Caleb and I work together on the Clayton Investment Team and in whatever classes we may have at Freed-Hardeman. He is a highly driven individual who does quality work in whatever situation he is in. He is capable of any business work he puts his mind to. I highly recommend Caleb.

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Experience

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Staff Consultant
      • Mar 2021 - Present
    • United States
    • 1 - 100 Employee
    • Audit Intern
      • Jul 2020 - Dec 2020
    • Fund Manager
      • Dec 2019 - May 2020

    • Portfolio Analyst
      • Sep 2019 - Dec 2019

      The FirstBank Investment Fund, a $1 million student-managed investment fund, enables students to serve as analysts and the portfolio manager for a real stock portfolio. The fund follows a value investing strategy; students screen for securities, analyze company financial statements, value securities, defend their actions before an advisory board, and work together as a team. This student-led, student-managed investment opportunity provides real-world experience to students and is an invaluable learning tool that distinguishes FHU graduates in the job market. Show less

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Accounting Intern
      • Jun 2019 - Aug 2019

      The internship focused primarily on Operational Accounting. This opportunity exposed me to auditing, patient trusts, bank and cash reconciliations, MatrixCare, Unix, and helped me further my knowledge with Excel and teamwork. The internship focused primarily on Operational Accounting. This opportunity exposed me to auditing, patient trusts, bank and cash reconciliations, MatrixCare, Unix, and helped me further my knowledge with Excel and teamwork.

    • Portfolio Analyst
      • Jan 2019 - Aug 2019

      The Clayton Investment Fund, a $1 million student-managed investment fund, enables students to serve as analysts and the portfolio manager for a real stock portfolio. The fund follows a value investing strategy; students screen for securities, analyze company financial statements, value securities, defend their actions before an advisory board, and work together as a team. This student-led, student-managed investment opportunity provides real-world experience to students and is an invaluable learning tool that distinguishes FHU graduates in the job market. Show less

Education

  • Freed-Hardeman University
    Master of Business Administration - MBA, Accounting
    2019 - 2020
  • Freed-Hardeman University
    Bachelor of Business Administration - BBA, Accounting
    2016 - 2020

Community

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