Gautam Berry, CFA

Fund Manager at Edelweiss Asset Management Limited
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN
Languages
  • English Native or bilingual proficiency
  • Hindi Native or bilingual proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • India
    • Financial Services
    • 100 - 200 Employee
    • Fund Manager
      • Apr 2017 - Present

      • Fund Manager of firm’s flagship Event Arbitrage PMS strategy, focused on corporate event and special situations arbitrage, and Smart Asset Allocator PMS strategy, focused on wealth creation and capital protection via tactical asset allocation. Work directly with founder director and CIO. • Strategies have 600+ clients pan-India including family offices, HNIs, and corporates. Event Arbitrage has returned an IRR of 18%+ net of fees since inception. • Analyse and study historical and current corporate events including open offers, merger arbitrage, delistings, rights issues, FPOs, offers for sale, dividend arbitrage. Have closed 100+ transactions since joining. • End to end research and portfolio management responsibilities including new strategy research, opportunity selection, risk management, trading and execution, supervision of settlement and attribution. Show less

    • Investment Analyst
      • Jan 2014 - Mar 2017

    • India
    • Business Consulting and Services
    • 1 - 100 Employee
    • Consultant
      • Sep 2011 - Dec 2013

      • Analysed and streamlined the core operations process flow and assisted in developing a Performance Management System for a Specialised Logistics Organisation • Conducted business entry study for a large Food Ingredients Manufacturer using available market data, projecting growth trend for industry, analyzing optimal entry method, estimating required investment and advising on investment decision • Business analyst on a business transformation engagement for a leading Auto Component Manufacturer involved analysing and developing organization structure, people competencies and capabilities required for specific roles, analysing and developing processes and control systems in business development, marketing, financial management and business excellence areas • Developed investment memorandum for an IT Solutions Provider • Developed investment memorandum and performed financial modelling for valuation for a Aluminium Architectural Systems manufacturer • Developed a capacity building plan for the media sector for an East African Country based on interactions with the various stakeholders and identifying gaps and developing strategies for bridging the gaps Show less

    • United States
    • Higher Education
    • 700 & Above Employee
    • Graduate Student
      • May 2009 - May 2010

      • Valuation Project on ‘The Gap, Inc.’ Valuation of the company • Project on Corporate Structure of ‘Nucor Corporation’ Presented the corporate structure of the company including the effects stock options have on the valuation • Analyzed and projected possible Capital Structure for ‘TechTeam Global’ Projected target capital structure and sustainable growth rate and methods for the next 5 years • Project on fictional acquisition of ‘The Buckle, Inc.’ by ‘American Eagle Outfitters’ Projected the cost and method of the acquisition and identified and suggested solutions for post merger integration • Project on fictional leveraged buyout of ‘Jack Henry & Associates, Inc.’ Used the APV method to value company and suggested methods to increase equity value at the end of a 5 year period • Project on fictional investment by ‘Accenture’ in Colombia Studied the political, economic and financial policies of Colombia and structured an investment in the form of a Spanish speaking call center Forecasted change in value of Colombian Peso and suggested hedging strategies • Alvarez and Marsal Holdings, LLC Researched and analyzed recent trends in restructuring of companies with non-investment grade bonds Interpreted probable reasons for the transactions taking place Show less

    • Business Development Manager
      • Jul 2007 - Apr 2008

      • Instrumental in closing a $350,000 project deal • Marketed software for operations and financials for the media industry • Conducted market research for new products such as digital signage, a new concept in India • Instrumental in closing a $350,000 project deal • Marketed software for operations and financials for the media industry • Conducted market research for new products such as digital signage, a new concept in India

Education

  • CFA Institute
    CFA Charterholder, Finance
    2011 - 2014
  • University of Illinois at Urbana-Champaign
    Master of Science, Finance
    2009 - 2010
  • University of Mumbai
    B.E., Computer Engineering
    2003 - 2007

Community

You need to have a working account to view this content. Click here to join now