Experience

Whetstone Capital Advisors

• United States
• Investment Management
• 1 - 100 Employee

• Chief Operating Officer / Chief Compliance Officer / Partner

  • Jun 2015 - Present

  Whetstone Capital Advisors is an SEC registered investment advisor to its hedge fund clients. The firm specializes in research intensive, high conviction investment management. Find out more about Whetstone here: https://whetstone-capital.com/I lead all of the firm's non-investment activities, including business development, operations, accounting, finance and compliance. Responsibilities include:- Oversee investor relations, business development and capital raising efforts in order to meet AUM growth goals- Cultivate relationships with banking, legal, accounting and technology service providers in order to efficiently maximize operating results- Manage all components of hedge fund accounting, including portfolio reconciliations, NAV reviews, expense management, annual audit and tax return preparation- Prepare strategic plan, budget and financial forecast for management company- Develop and monitor compliance program that prevents violations of securities laws, protects the interests of clients and meets regulatory requirements set forth by the SEC and other regulatory agencies



Koch Industries

• United States
• Oil and Gas
• 700 & Above Employee

• Regional Leader - Southern Plains

  • Oct 2014 - Jun 2015

  - Oversee all commercial activities for the S. Plains region, which generates $600mm/year in revenue and includes two fertilizer production facilities, five long-term trading terminals and several spot trading arrangements- Lead the development and execution of a long-term strategy to distribute 1.0 million tons of urea per year following the $1.3 billion expansion of the Enid, OK production facility- Prepare long-term trade flow analysis in order to anticipate and profit from upcoming changes in regional supply and demand balances - Originate opportunities and negotiate terminal lease and supply agreements in the S. Plains

• Marketing Representative

  • Oct 2012 - Oct 2014

  - Managed commercial activities for the Enid, OK fertilizer plant which has production capacity in excess of 1.0mm tons per year- Optimized the portfolio in order to (a) profit from changes in market conditions and (b) minimize the financial impact of unplanned downtime and other supply disruptions - Prepared fundamental analysis on supply and demand in the territory in order to identify trading opportunities- Led fertilizer sales and growth initiatives in the state of Oklahoma

• Business Development Associate

  • Feb 2010 - Oct 2012

  - Led analysis efforts for acquisitions, leases and capital expansion projects- Built financial models and pro-forma financial statements for target companies, including Income Statement, Balance Sheet and Statement of Cash Flows- Prepared analysis of and developed long-term point-of-view on global trends that impact agriculture- Conducted in-depth due diligence in order to identify key drivers, key risks and risk mitigation opportunities- Developed investment recommendations and presentation materials and presented opportunities to management, including the President and CEO of Koch Industries- Played a key role in developing legal strategies and valuing a world scale fertilizer plant that was nationalized in 2010



Midland Family Office

• Analyst

  • Jun 2006 - Feb 2010

  - Prepared financial analysis and developed investment recommendations for investments in MLP's, private equity and commercial real estate- Built financial models and conducted sensitivity analysis in order to identify key bets and key risks- Prepared written summaries of quantitative and qualitative research- Analyzed company financial statements, offering documents and investor presentations- Reviewed and summarized legal documents such as operating agreements, private placement memorandums and leases- Assisted with deal structuring and and negotiation for commercial real estate and private equity investments