See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

JF

James R. F.

Analyst, Member of Investment Committee at Timucuan Asset Management
Intro Book
Seasoned investment professional with finance, law, and economics expertise.
  • Claim this Profile
Location
Jacksonville, Florida, United States, US
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
James R. F. is a seasoned investment professional with a strong background in finance, law, and economics. He has worked as an investment analyst, associate attorney, and financial consultant for top firms such as Wellington Management, Pillsbury Winthrop Shaw Pittman LLP, and Timucuan Asset Management. He holds an MBA/JD from the University of Virginia and a BS in Economics & Italian Studies from Trinity College-Hartford. He is also a Chartered Financial Analyst (CFA) and a Licensed Attorney.

Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
  • Licensed Attorney
    Virginia State Bar

Experience

  • Timucuan Asset Management
    • Jacksonville, Florida, United States
    • Analyst, Member of Investment Committee
      • Dec 2020 - Present
      • Jacksonville, Florida, United States

  • Focused Ultrasound Foundation
    • United States
    • Biotechnology Research
    • 1 - 100 Employee
    • Financial Consultant / Legal Advisor
      • Dec 2020 - Present

      Serve part-time in a contributing role to the team responsible for formulating and executing the strategic plan to accelerate the adoption of focused ultrasound as a mainstream standard of care.

    • Financial Consultant / Legal Advisor
      • Jan 2020 - Nov 2020

      Developed business-focused content targeted at venture capital and strategic investors, and researched innovative strategies and legal structures in an effort to remove regulatory bottlenecks and accelerate adoption of focused ultrasound across a number of disease indications.

  • Pillsbury Winthrop Shaw Pittman LLP
    • McLean, Virginia, United States
    • Associate Attorney
      • Oct 2018 - Dec 2019
      • McLean, Virginia, United States

      Advised clients with respect to drafting and negotiation of contracts, such as master services agreements, licenses, SaaS agreements, venture financings, and joint ventures. Sample client work included advising an event-ticketing software company with respect to a white-label licensing deal, an investment bank in outsourcing the back-end processes of its first credit card offering, and a cybersecurity company on its value-added reseller relationships with OEMs.

  • York Capital Management
    • New York, New York, United States
    • Summer Analyst
      • May 2017 - Aug 2017
      • New York, New York, United States

      Initiated coverage on the high-yield and distressed credits of seven (7) companies across the auto, retail, banking and industrial sectors with a total enterprise value of ~$10 billion.Conducted an in-depth assessment of the car rental and subprime auto ABS market, including a review of the legal documentation, concluding the existence of healthy structures with ample credit enhancements and built-in protections.

  • Plustick Management, LLC
    • Charlottesville, Virginia, United States
    • Summer Analyst
      • May 2016 - Jan 2017
      • Charlottesville, Virginia, United States

      Researched the legality of terms in a plan support agreement in connection with the Peabody Energy bankruptcy.Drafted memoranda summarizing the research of the capital structures of five (5) distressed companies.

  • Tiger Legatus Capital Management, LLC
    • New York, New York, United States
    • Summer Analyst
      • May 2015 - Aug 2015
      • New York, New York, United States

      Issued recommendations on three (3) public equities in the gaming, online food ordering and telecom industries.Conducted due diligence on then privately-held Didi Chuxing Technology Co. and DraftKings Inc.

  • Wellington Management
    • Boston, Massachusetts, United States
    • Research Associate
      • Jun 2011 - May 2014
      • Boston, Massachusetts, United States

      Maintained research coverage of more than 10 companies with a total market value of more than $30 billion across several industries, including 3D printing, backup power generation, scanning, industrial distribution, and wire & cable companies.Provided support to a senior investor in the research coverage of more than 40 industrial companies and the management of more than $1 billion of assets under management.

  • Charles River Associates
    • United States
    • Business Consulting and Services
    • 700 & Above Employee
    • Associate
      • Aug 2009 - Jun 2011

      Advised clients on business and corporate strategy.Sample client work included identifying growth opportunities for an insurance client by evaluating its competencies against the attractiveness of, and requirements to serve, various customer segments and product lines; and advising a pharmaceutical company in its expected launch of an oral oncology agent by investigating the dynamics of distribution, reimbursement and stakeholder incentives compared to that of traditional drugs.

    • Analyst
      • Aug 2008 - Aug 2009

      Utilized programming languages (i.e., SAS, Stata) to analyze large datasets with respect to antitrust legal cases.

  • Bear Stearns Companies
    • New York, New York, United States
    • Investment Banking Summer Analyst
      • May 2007 - Aug 2007
      • New York, New York, United States

Education

  • 2014 - 2018
    University of Virginia
    MBA/JD
  • 2004 - 2008
    Trinity College-Hartford
    BS, Economics & Italian Studies

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

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

Similar Profiles