Michael Carlson

Director at Mountain Ridge Capital
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Credentials

  • Chartered Financial Analyst
    CFA Institute
    Jul, 2012
    - Nov, 2024

Experience

  • Mountain Ridge Capital
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director
      • Oct 2022 - Present

  • Vectra Bank Colorado
    • United States
    • Banking
    • 300 - 400 Employee
    • Business Development Officer
      • Aug 2021 - Oct 2022

  • HPS Investment Partners, LLC
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Vice President
      • Feb 2017 - Jul 2019

    • Associate
      • Nov 2014 - Feb 2017

  • NXT Capital
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate
      • Jan 2013 - Nov 2014

  • BGI
    • Investment Specialist
      • Aug 2008 - Jul 2012

      BGI manages the investments of high net worth individuals and foundations. •Part of generalist investment team, providing analysis, making recommendations and monitoring of multiple sectors/asset classes with an emphasis on thematic, long-term, implementable ideas Focus on public equities, private debt/equity offerings, fixed income and relative value: - Fundamental analysis of sectors, industries and corporate balance sheets - Assess sovereign bond markets and country economics, currencies and structural investment issues Additional focus on asset allocation, with emphasis on currencies, global macro economics and relative value: - Fundamental analysis on currencies, global macro trends, political developments - Monitor and present portfolio exposure, underlying risks and thematic performance - Evaluate attractiveness of broad asset classes - Assess issues related specifically to foundations: - Scenario analysis based on projected payouts and asset performance - Risk and cash exposure, gifting and tax considerations •Due diligence and interaction with current and potential external fund managers •Involved in the recruitment and hiring of full time employees and interns

  • Rogge Global Partners is now Allianz Global Investors
    • Investment Management
    • 1 - 100 Employee
    • Fixed Income Externship
      • Jan 2010 - Feb 2010

      Rogge is a global fixed income manager focused on developed and emerging market government debt, corporate debt and high yield. •Rotation between investment grade, high yield, developed markets and emerging markets teams •Aided in macro based fundamental analysis of currencies and corporate credit analysis Rogge is a global fixed income manager focused on developed and emerging market government debt, corporate debt and high yield. •Rotation between investment grade, high yield, developed markets and emerging markets teams •Aided in macro based fundamental analysis of currencies and corporate credit analysis

  • Mason Street Advisors, LLC
    • Milwaukee, WI
    • Fixed Income Intern
      • Apr 2007 - Aug 2007

      MSA is a privately owned investment manager focusing on fixed income, equity and balanced portfolios. •Provided support to the credit research, trading and quantitative research teams MSA is a privately owned investment manager focusing on fixed income, equity and balanced portfolios. •Provided support to the credit research, trading and quantitative research teams

Education

  • Marquette University
    Bachelor of Science (BS), Finance, Applied Investment Management (AIM)
    2004 - 2008
  • John Cabot University, Rome, Italy
    Summer Study Abroad Program, Business Management, Art

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