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Jacob Heidkamp profile image

Jacob Heidkamp

Co President at FactRight, LLC
Intro Book
Seasoned finance professional with expertise in risk management and financial modeling.
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Location
Greater Sacramento, US
Languages
  • English -
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Bio

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Jacob Heidkamp is a seasoned finance professional with expertise in risk management, financial modeling, and due diligence. With a Master's in Business Administration and a Juris Doctor degree, he has worked with various companies, including FR Risk Management, Wilary Winn LLC, and Lockridge Grindal Nauen P.L.L.P., providing financial analysis and guidance on complex financial transactions. He has also held positions as a Financial Analyst, Law Clerk, and General Counsel, demonstrating his versatility and adaptability in the finance industry. Currently, he serves as Co-President at FactRight, LLC, where he leverages his skills to drive business growth and strategic decision-making.

Experience

  • FactRight, LLC
    • Co President
      • Nov 2020 - Present

  • Buttonwood Investment Services
    • General Counsel
      • Jul 2020 - Nov 2020

  • FR Risk Management
    • Manager
      • Jun 2019 - Jul 2020

    • Senior Analyst
      • 2018 - Jun 2019

    • Analyst
      • May 2015 - May 2018

      Conduct due diligence on public and private equity and debt offerings of credit, real estate and operating companies and present findings to broker/dealer and RIA investment committees.• Lead financial modeling of REITs, credit related companies and 1031 real estate exchanges• Conduct ad hoc financial modeling, industry research and legal analysis regarding public and private securities• Present due diligence and financial research conclusions at industry conferences • Host webinars, and consult with broker-dealers concerning merger activity and proxy proposals of REITs and BDCs

  • Wilary Winn LLC
    • Greater Minneapolis-St. Paul Area
    • Financial Analyst
      • 2013 - May 2015
      • Greater Minneapolis-St. Paul Area

      • Evaluated bank, insurance company, financial institution and REIT risk metrics to estimate credit risk, collateral default probabilities and severities • Performed valuations of structured finance products including CDOs and ABS• Developed and maintained databases and models to calculate recovery rates for distressed, restructured and defaulted securities• Conducted financial modeling including pro forma financial statements related to mergers and impairment testing of financial institutions

  • Lockridge Grindal Nauen P.L.L.P.
    • Greater Minneapolis-St. Paul Area
    • Law Clerk
      • 2011 - 2013
      • Greater Minneapolis-St. Paul Area

      • Analyzed prospectus documents, statements of additional information and collateral composition for 50+ CDOs and ABS structures• Reviewed audit process for multiple mutual funds, including analysis of fair valuation procedures for complex securities including mortgage-backed securities and CDOs• Reviewed pricing committee documentation including Investment Bank fair valuation documents, Bloomberg ABS/CMO data for determination of liquidity/illiquidity

Education

  • 2011 - 2013
    University of St. Thomas - Opus College of Business
    Master of Business Administration (M.B.A.)
  • 2011 - 2013
    University of St. Thomas School of Law
    Juris Doctor (J.D.)
  • 2003 - 2006
    University of Minnesota-Twin Cities
    Bachelor’s Degree, History

Suggested Services

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Industry Focus. “Investment Banking”

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